2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman.
Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:
- Kimberly-Clark’s deal to acquire Kenvue
- The numerous portfolio shakeups in consumer brands
- Jerome Powell’s comments on AI bubbles
- What AI businesses are thriving vs those spinning their wheels
Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG
Host: Tyler Crowe
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd
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