Ken Shea
Bloomberg Intelligence senior consumer products analyst who provides analysis on beverage companies and consumer staples, focusing on growth, innovation, and marketing strategies.
Top 5 podcasts with Ken Shea
Ranked by the Snipd community
Feb 6, 2026 • 37min
BI Weekend: New Disney CEO, AMD, PayPal Earnings
Ken Shea, consumer products analyst who tracks PepsiCo and snack trends. Geetha Ranganathan, U.S. media analyst who covers Disney leadership and strategy. They discuss Disney’s parks-led succession and strategic shifts. They explore PepsiCo’s pricing moves, activist influence, and potential breakups. Short, sharp takes on corporate strategy and sector shakeups.
Feb 10, 2026 • 21min
Paramount Sweetens Warner Bros. Bid Terms to Woo Investors
Ken Shea, consumer products analyst known for beverage and staples coverage; Lindsay Dutch, retail and gaming analyst focused on toys and digital trends; Caroline Hyde, B-Tech co-anchor covering tech financing and semiconductors; Geetha Ranganathan, US media analyst specializing in M&A and streaming. They unpack Paramount’s sweeter Warner Bros. bid and financing risks. Spotify’s user surge, Alphabet’s huge AI debt raise, TSMC’s chip demand, Hasbro’s Magic growth, and Coca-Cola’s cautious outlook.
Feb 6, 2026 • 23min
Big Tech to Spend $650 Billion This Year as AI Race Intensifies
Katherine Doherty, finance reporter on Wall Street pay; Ken Shea, consumer-products analyst; Poonam Goyal, e-commerce and retail analyst; Mandeep Singh, global tech research head. They dig into huge AI-driven CapEx plans and investor anxiety. They talk Amazon’s $200B shock, whether hyperscaler spending can sustain, retail winners versus headwinds, and rising Wall Street bonus pools.
Feb 3, 2026 • 26min
Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO
Geetha Ranganathan, U.S. media analyst known for media strategy calls out Josh D’Amaro’s parks-led succession and questions network spin-offs. Diksha Gera, fintech analyst, breaks down PayPal’s miss and leadership shake-up. Ken Shea, consumer products analyst, explains PepsiCo’s tactical price cuts and activist pressure. Sam Fazeli, pharma analyst, flags Pfizer’s pricey obesity buy and pipeline questions.
Jan 8, 2026 • 24min
Trump Demands More Defense Spending But Threatens Biggest Firms
Ken Shea, a senior consumer products analyst, discusses Constellation Brands' earnings amidst market challenges and the growing trend of ready-to-drink protein beverages. Jeffrey Langbaum, a senior REIT analyst, explains Trump’s proposal to limit institutional buyouts of single-family homes, arguing that supply shortages, not buyers, drive affordability issues. George Ferguson, an aerospace and defense expert, analyzes Trump’s demand for increased defense spending, warning about investor concerns over corporate strategy and potential regulatory impacts.
