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Motley Fool Money

Now Serving: IPOs, Exits, Extra Cheese

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 3 March 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s. - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. - Domino’s finally delivering what the people want: stuffed crust pizza. (17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger. Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS Host: Dylan Lewis Guests: Bill Barker, Nick Sciple, Mary Long Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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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