Brew Markets

AI Reshapes the C-Suite & Housing Meets the Open Road

6 snips
Mar 26, 2026
A look at C-suite shakeups as companies seek AI-savvy leaders. Coverage of KB Home and Winnebago earnings and how geopolitical tensions may be denting housing demand. A rundown of regulatory scrutiny for Snapchat in Europe and major consumer-brand dealmaking, including a big haircare acquisition and a sports-team sale.
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INSIGHT

Boards Want AI Savvy CEOs

  • Corporate boards are actively seeking CEOs who can lead AI-driven transformations.
  • Ann Berry points to recent CEO departures at Adobe, Coca-Cola, and Walmart as evidence boards want AI-savvy successors now.
INSIGHT

War Fears Can Chill Homebuying

  • Geopolitical tensions can reduce housing demand by raising inflation expectations and denting consumer sentiment.
  • KB Home linked reduced guidance to affordability concerns and recent geopolitical tensions affecting buyer appetite.
ADVICE

Shift To Built To Order To Cut Risk

  • Pivot to built-to-order models to reduce speculative inventory and capital risk.
  • John explains KB Home is increasing built-to-order from ~44% to an expected 70% to lower exposure to price swings.
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