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General Mills has gained after earnings twice since 2024 — Stock Movers
4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…
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Good American's CEO: when women avoid conversations about money, the money avoids them
10 principles: Why celebrity partners are an accelerator and not a business, what she says keeps the Lean In debate running, and why she stopped…
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Snap's ad ceiling was its camera and its under-18 audience — Snap's first PM
14 lessons: Why he says the median product manager is net negative, how Discord grew fastest by chasing users it already had, and what OpenAI is getting…
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"Ulta, which has 47 million loyalty members": Telsey Advisory Group on retail
8 insights: The word she says keeps coming up in management calls, why French luxury is weak while North America is strong, and what has to happen…
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Heritage is a foundation, not a limitation, says Mulberry's new designer
13 moments: Why his first job since closing his own label is a 50-year-old British bag house, what the archive in Somerset gave him, and the audience he…
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Wayback Burgers CEO on the category: "We've been in business for 35 years"
6 takeaways: What separates a better burger from fast food on his telling, where the price sits against McDonald's, and why the chain is adding a pizza…
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Nintendo has no new flagship title until 2027, Accrued Interest finds
15 calls: Why he says the Nintendo flywheel never existed, what a flat subscription base tells him about the ecosystem, and why Spotify still beats…
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LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
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Scott Keogh: Scout starts in the high fifties, against rivals in the high seventies
10 insights: the four-cylinder generator that gives an electric SUV 500 miles, why 85% of his retail spending goes into service, and what one interior…
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Nico Wittenborn: Bending Spoons is often the only serious bidder, so it sets the price
13 lessons: why the chat assistants ate the consumer app opportunity, what RevenueCat's data shows about launches, and the 18 months it took to raise…
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Vijay Marolia: an agreement among AI companies to slow down is a cartel
5 arguments: Why he reads Anthropic's chief executive as sounding like a politician, what the Victorians said train speeds would do to the human body…
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Acquired: $1,000 in Home Depot's 1981 IPO is $17M today, against $170K in the S&P 500
21 moments: the Cadillac argument that cost Ross Perot $223B, the CEO who would not take his pay in stock, and 11 years of growth with no new stores
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