Bloomberg Intelligence28 Nov 2025

BI Weekend: Novo Pill, Retail Earnings, Restaurant Sales

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s Ozempic pill failing in a long shot Alzheimer’s effort.

- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses November restaurant sales.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Fitch.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses research on Cisco's path to growth.

- Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump saying TV networks shouldn’t be able to enlarge.

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick’s Sporting Goods and Best Buy.

- Jody Lurie, Bloomberg Intelligence Senior Credit Analyst, discusses the Bloomberg Intelligence survey: “Travelers Eye Similar Spending for Vacations in 2026.”

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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