Brew Markets Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles
Jan 28, 2026
A clash between sportswear giants heats up as Anta builds a major stake in Puma aiming at global share. Telecom moves gain attention with AT&T’s subscriber stability and bundling strategy. Legacy tech pivots shine as Seagate’s HDD innovation taps AI demand. Markets react to Fed signals, Corning results and Starbucks’ recovery plan.
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AT&T Retains Customers Without Deep Discounts
- AT&T added 421,000 postpaid customers and kept churn lower than expected amid promotional pressure.
- Low churn suggests stronger customer retention without heavy discounting, pleasing Wall Street.
Convergence Fuels AT&T's Growth Strategy
- AT&T is leveraging convergence by pushing mobile-broadband bundles to drive growth and stickiness.
- Fiber-first households get mobile incentives, boosting cross-sell and lifetime value.
Host's Firsthand Bundling Experience
- Ann Berry shared her personal experience switching to Verizon Fios and getting good technician service.
- She used the anecdote to illustrate bundling incentives and customer experience nuances.