Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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How much longer can the US consumer hold up? Plus Q3 and holiday shopping predictions for retailers
Manage episode 220589427 series 74114
Content provided by The Estimize Roundtable. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Estimize Roundtable or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The group discusses the names they like and dislike ahead of the retail earnings parade, predictions for the holiday shopping season, specialty names that were crushed but might just be making a comeback (or names that are never making a comeback), and we ask how much longer the US consumer can hold everything up?
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35 episodes
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Manage episode 220589427 series 74114
Content provided by The Estimize Roundtable. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Estimize Roundtable or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The group discusses the names they like and dislike ahead of the retail earnings parade, predictions for the holiday shopping season, specialty names that were crushed but might just be making a comeback (or names that are never making a comeback), and we ask how much longer the US consumer can hold everything up?
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continue reading
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Similar to The Estimize Roundtable
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
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…
continue reading
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