Winnebago Earnings: K-Shaped Demand

Episode 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnings from KB Home and Winnebago to discuss how geopolitical tensions may be weighing on demand for homes, including those that are mobile. Finally, Snapchat faces regulatory pressure in Europe, Henkel moves to acquire haircare brand Olaplex and Diageo sells its IPL cricket team.

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Stocks mentioned:

$ADBE $KO $WMT

$WGO $KBH

$SNAP $OLPX $HENKY $DEO

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