Pizza and Hard Seltzer: The Quarantine Combo
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 8 May 2020
⏱️ 20 minutes
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| 0:00.0 | Pizza is actually one of the most food safe types of food you can order, especially Papa |
| 0:07.0 | Johns. Everything that we make goes through 450 degree oven. |
| 0:17.0 | M pizza. Welcome to the Barron Streetwise Podcast. |
| 0:19.4 | I'm Jack Howe. |
| 0:20.4 | The person you just heard? |
| 0:21.8 | That's Rob Lynch. He's CEO of Papa Johns. His shares are up nicely this year and so are those of a company called Boston Beer. Not because of beer, but because of soaring demand for hard |
| 0:34.2 | seltzer. In a moment we'll look at why investors seeking quarantine |
| 0:38.4 | outperformers are filling up on pizza and hard |
| 0:41.8 | seltzer. |
| 0:45.0 | Hi, Meta. |
| 0:46.0 | Hi, Meta, I seem to recall you being a healthy eater back when we were in the office. |
| 0:52.0 | Have your eating habits changed during the shutdown? |
| 0:55.0 | We're definitely cooking more than we used to. We don't go out as much obviously and we are doing some takeaway, |
| 1:01.1 | but mainly cooking at home. So restaurants are closed you're eating at home, |
| 1:05.7 | some meals you're cooking, some you're getting takeout. Are you eating more or less or the same? |
| 1:11.3 | Oh, I'm eating more. I ordered new pants recently. Two pairs. It's not because I wore out my old pants from strenuous activity. I needed a little more room to maneuver. They have an |
| 1:26.5 | elasticized waist. It's kind of hidden, but they're a little bit stretchy in the waist. My five-year-old just outgrew his elastic waist pants. He's now |
| 1:35.0 | on to big boy pants like jeans, and I'm taking over his role in going back to the elastic |
| 1:39.8 | waist. So there's a real changing of the guard at our house. |
| 1:46.0 | Food and drinks are a big part of the economy. |
| 1:49.0 | With restaurants close, there's been a profound shift in spending. |
| 1:52.0 | Wells Fargo says that in a typical year... there's been a profound shift in spending. |
... |
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