Motley Fool Hidden Gems Investing Who's Got Pricing Power?
Feb 11, 2022
Bill Shea, a sports business writer from The Athletic, dives into the fascinating world of Super Bowl advertising and how streaming platforms are reshaping ad strategies for major events. He discusses the staggering costs of Super Bowl ads and contrasts traditional approaches with those of new, emerging companies. Alongside hosts Jason Moser and Ron Gross, they analyze pricing power in businesses like Disney and Peloton, and unveil insights on investment opportunities with companies poised for growth, including The Trade Desk.
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Peloton's Shake-Up
- Peloton replaced CEO John Foley with Barry McCarthy amidst layoffs and restructuring.
- The company's stock surged on rumors of acquisition interest from Amazon and Nike.
Affirm's Accidental Tweet
- Affirm Holdings accidentally tweeted their Q2 results early, causing a stock drop.
- Despite the mishap, results were positive, with strong growth in gross merchandise volume.
Pricing Power in Beverages
- Pepsi and Coca-Cola reported increased profits despite higher costs, demonstrating their pricing power.
- This power allows them to offset rising commodity and transportation expenses.