Motley Fool Money Netflix and Tesla Play With Pricing
Jul 21, 2023
Ron Gross and Andy Cross, senior analysts at Motley Fool, delve into Netflix's surprising shift to higher-tier plans and the abandonment of its basic offering. They also explore the buzz around Johnson & Johnson's recent spin-off and discuss whether Tesla's margin concerns are overstated. Meanwhile, marketing expert David Meerman Scott shares intriguing business lessons inspired by the Grateful Dead, emphasizing community-focused strategies. Together, they unpack vital trends in travel, consumer spending, and notable stocks like Toro and Mueller Industries.
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Episode notes
J&J and Kenvue
- Johnson & Johnson's MedTech division significantly contributed to strong earnings, driven by post-COVID procedure increases.
- The consumer health unit, Kenvue, recently went public, and J&J will offer a split-off to shareholders.
Tesla Margins
- Tesla's shrinking margins, despite beating expectations, are causing concern for investors.
- Andy Cross notes Tesla's strategy of cutting prices to expand their fleet for future self-driving ambitions.
Airline Earnings
- Summer travel is booming, with American Airlines and United reporting record earnings fueled by international travel demand.
- Revenue growth for airlines has been strong, though cargo continues to be a weak point.
