4.4 • 3K Ratings
🗓️ 3 March 2025
⏱️ 29 minutes
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0:00.0 | We're talking boba, groceries, and stuffed crust pizza. Mottletful money starts now. |
0:20.8 | I'm Dylan Lewis, and I'm joined over the airways by Motleyful analyst Bill Barker. Bill, |
0:24.6 | thanks for joining me today. |
0:25.6 | Thanks for having me. |
0:27.0 | We are all food all the time on today's show, which, I mean, those are the most fun shows that we get to do. |
0:33.2 | We can talk about financials. We can talk about insurance, but it's most fun when we can |
0:38.0 | really visualize what we're getting into on the show. A lot of stories in that zone today. |
0:43.2 | First one up, might be kind of a fun one because it gets us outside the U.S. There is a new, |
0:48.6 | fresh name on the Hong Kong Stock Exchange. Mechu. You might see it spelled M-I-X-U-E in headlines. It's a tea and ice cream |
0:57.1 | fast food chain in China. And Bill, I don't know about you, but my eyebrow went up when I saw |
1:02.8 | the headline from CNN, this boba chain you've never heard of has more outlets than McDonald's. |
1:08.5 | Yes, that is the headline. The other alternative to that line is, it's got more outlets |
1:16.6 | than Starbucks, which is not really possible, I think. So, what else do we know about it? It's |
1:25.6 | got a sort of a snowman thing going on there. They |
1:29.4 | play their theme on a loop in the stores, apparently. I don't know how that works, but this |
1:33.7 | is a very, very large in terms of number of outlets and number of cups of boba tea and ice |
1:41.8 | cream that it's serving. But it's also not really running the stores itself. |
1:48.1 | It's franchising more or less everything. |
1:50.9 | Yeah, and we're kind of getting up to speed on this one because it is not in our local |
1:54.4 | market here, and so we're relying on a lot on the reporting for this. |
1:57.3 | It is known to be a budget-friendly chain in China. |
2:00.4 | The strategy, the promise for |
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