4.4 • 3K Ratings
🗓️ 8 February 2023
⏱️ 25 minutes
🧾️ Download transcript
Companies are shelling out big bucks to get your attention during the big game.
(0:21) Bill Mann discusses:
- Chipotle maintaining their stance on prices
- Dutch payment processor Adyen dealing with higher costs
- Uber posting a profit in the 4th quarter thanks to the company's investments
(10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57.
Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD
Host: Chris Hill
Guest: Bill Mann, Dylan Lewis, Jeannie Poggi
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
Click on a timestamp to play from that location
0:00.0 | The Fox Network will take in $600 million in advertising for Super Bowl 57. |
0:11.0 | We've got to look at some of the brand shelling out the money. |
0:14.5 | Motley Fool Money starts now. |
0:16.5 | I'm Chris Hale joining me today, Motley Fool's Senior Endless Bill Mann. |
0:22.9 | Thanks for being here. |
0:23.9 | Hey Chris, how are you? |
0:25.7 | I'm good. |
0:26.7 | We got a trio of earnings reports. |
0:28.2 | We're going to start with Chipotle and the headline in the fourth quarter. |
0:33.2 | Not great. |
0:35.0 | Profits in revenue lower than expected, same-store sales. |
0:39.1 | But continuing a pattern that we've seen for a while, not just from Chipotle, but from |
0:43.5 | others where the overall transactions fell. |
0:47.2 | But the pricing was up just due to inflation. |
0:50.2 | And as we've talked about in the past, Chipotle continues to exercise their pricing power. |
0:57.0 | They do. |
0:58.0 | And they described that as going to the board. |
1:00.7 | And they did actually go to the board this quarter. |
1:03.6 | They really pointed into some weakness in delivery transactions that that was down about |
1:08.8 | 15% over the quarter. |
1:11.5 | Clicking out just a little bit on Chipotle, they are a true winner from over the last during |
1:18.8 | the pandemic. |
... |
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