Duncan Fox
Bloomberg Intelligence Senior Consumer Staples Analyst based in London, who discussed Nestle's strategic moves, cost-cutting plans, and portfolio focus.
Best podcasts with Duncan Fox
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16 snips
Feb 19, 2026 • 22min
Walmart’s Cautious Outlook Reflects Uneven State of US Economy
Duncan Fox, Nestlé watcher in London, outlines portfolio refocus and big cost cuts. Jody Lurie, leisure credit analyst, examines Six Flags’ operational woes and debt path. Christopher Ciolino, heavy-equipment expert, breaks down Deere’s upbeat profit outlook and cycle signals. Emily Cohn, consumer team lead, reviews Walmart’s solid quarter, cautious guidance, and investments in automation and e-commerce.
6 snips
Jul 28, 2025 • 20min
Samsung to Make Tesla AI Chips in Multiyear Texas Deal
Duncan Fox, a Senior Consumer Staples Analyst at Bloomberg Intelligence, discusses the dip in Heineken's beer volumes due to retail disputes in Europe, while Brendan Murray, the Global Trade Editor, highlights the adverse effects of Trump tariffs on global growth. The conversation also dives into Samsung's landmark $16.5 billion deal to produce AI chips for Tesla and its implications for the tech industry. As investment costs rise, they explore how shifting market dynamics are reshaping both the beverage and tech sectors.
