Companies Are Telling Us the Real Reason They're Still Raising Prices
Odd Lots9 Mar 2023

Companies Are Telling Us the Real Reason They're Still Raising Prices

The persistence of inflation is a bit of a mystery to economists. Many of the shocks of the last few years have faded. And the Fed has raised rates aggressively, with seemingly only a modest impact. So why are companies still raising prices? If you listen, they actually explain a lot of their reasoning on corporate conference calls. On this episode of the podcast, we speak with Samuel Rines, managing director at Corbu, who has gone through numerous transcripts and come to the conclusion that management teams are still being rewarded for "price over volume" strategies. Companies in this environment are happy to sacrifice a bit of volume sales in order to keep moving through large price increases. He walks us through what he's learned from companies like Wingstop, Tractor Supply, and PepsiCo. And he talks about what you should expect to see when the inflationary urge finally starts to crest.

See omnystudio.com/listener for privacy information.

Episoder(1190)

Episode 5: 6,000 Years of Interest Rates

Episode 5: 6,000 Years of Interest Rates

(Bloomberg) -- What better way to prepare for what may be the first U.S. rate hike in almost a decade than to tour 6,000 years of interest-rate history? This week, Joe and Tracy speak with NYU Stern f...

7 Des 201522min

Episode 4: Can a Hedge Funder Cut Prescription Drug Costs?

Episode 4: Can a Hedge Funder Cut Prescription Drug Costs?

(Bloomberg) -- Hedge-fund manager Kyle Bass has a plan that could cut the high cost of prescription drugs in the U.S. -- and make himself a lot of money. The strategy: Take short positions in a number...

30 Nov 201519min

Episode 3: The Strange Story Behind the Beanie Babies Bubble

Episode 3: The Strange Story Behind the Beanie Babies Bubble

(Bloomberg) -- Two market bubbles stand out from the late 1990s. Technology stocks that were supposed to make everyone a zillionaire. The other: A series of mass-produced stuffed animals priced at $5 ...

23 Nov 201522min

Episode 2: Under the Hood of the $8 Trln Corporate Bond Market

Episode 2: Under the Hood of the $8 Trln Corporate Bond Market

(Bloomberg) -- It's definitely big and it might be broken. It's the bond market! The corporate bond market, that is. In the second episode of Odd Lots, hosts Tracy Alloway and Joe Weisenthal talk corp...

16 Nov 201520min

Episode 1: Tom Keene on Mathiness and His Favorite Guitar

Episode 1: Tom Keene on Mathiness and His Favorite Guitar

(Bloomberg) -- Tracy Alloway and Joe Weisenthal kick off the Odd Lots podcast by interviewing the legendary television and radio host Tom Keene. On Tom’s mind this week: Fat tail risks, mathiness on W...

6 Nov 201522min

The Odd Lots Preview

The Odd Lots Preview

(Bloomberg) -- Welcome to Episode Zero of the Odd Lots podcast! Every week, hosts Joe Weisenthal and Tracy Alloway take you on a not-so random weekly walk through hot topics in markets, finance and ec...

4 Nov 20153min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
pengesnakk
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
liberal-halvtime
rss-sunn-okonomi
lederpodden
rss-pa-konto
rss-investering-gjort-enkelt
rss-markedspuls-2