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PODCAST

Market Outsiders

Management Consulted

Welcome to Market Outsiders — where business news meets real insight, fast. Two days per week, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.

business business news

All Episodes

33:05

Jennifer Garner’s IPO Bet on Once Upon a Farm

Market Outsiders ·

2026/02/08

Once Upon a Farm went public, and the stock jumped. But this isn’t the standard path for a consumer brand. In this episode, Jenny Rae and Namaan examine why a single-brand baby food company chose an IPO instead of selling to a large CPG player - and what role Jennifer Garner’s involvement really plays in that decision. We break down the business fundamentals behind the headlines, from refrigerated supply chains to retailer economics, and question how much of the early momentum can translate i...

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38:49

Boeing Didn’t Win the Race – It Just Survived It

Market Outsiders ·

2026/01/28

Boeing’s rebound isn’t about brilliance. It’s about not losing in a brutal duopoly. In this episode, Jenny Rae and Namaan break down what Boeing’s post-crisis recovery really signals — and why its future depends less on innovation and more on execution over time. We cover: Why Boeing’s biggest advantage is the Airbus duopoly, not outperformanceHow long delivery timelines distort cash flow, pricing, and leverageWhat it would actually take for Boeing to reach $10B in free cash flowThis is a cas...

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39:51

Why Capital One Bought Brex at a $7B Discount

Market Outsiders ·

2026/01/26

Brex was once valued at $12.3B. Capital One just bought it for $5.15B. In today’s episode of Market Outsiders, Jenny Rae and Namaan break down why Capital One was willing to buy Brex at a $7B discount – and what the deal actually tells us about fintech valuations, banking strategy, and the future of credit cards. We unpack: Why the 50% cash / 50% stock structure reveals who really had leverageWhat Capital One is actually buyingWhether this is a smart buy vs. build move or a risky integration ...

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35:48

The Business of College Football

Market Outsiders ·

2026/01/21

College football isn’t just a game anymore, it’s a business. On this episode of Market Outsiders, Jenny Rae Le Roux and Namaan Mian break down how wins on the field translate into dollars off it, sparked by Indiana University’s surprising national championship run. From media deals and ticket sales to donations and NIL money, Namaan lays out the six revenue engines powering modern college football - and why performance is everything. Finally, Namaan and Jenny Rae explore the high-...

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28:55

Saks Is Bankrupt. Now What?

Market Outsiders ·

2026/01/16

Saks Fifth Avenue has filed for bankruptcy. After years of warning signs – including its Neiman Marcus acquisition and Amazon’s investment – the iconic luxury retailer is officially on life support. In this episode, Namaan and Jenny break down what actually went wrong behind the headlines. They cover: Why the Neiman Marcus deal failed to deliver real synergiesHow junk-bond financing and cash-flow missteps pushed Saks into bankruptcyWhat happens next – and whether Saks can realistically be reb...

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37:06

Ford’s Surprise Comeback: Why $50K Cars Still Sold

Market Outsiders ·

2026/01/07

The average new car now costs over $50,000, with monthly payments nearing $760. So how did Ford post its best U.S. sales year since 2019? In this episode of Market Outsiders, Namaan and Jenny Rae break down how Ford defied expectations in 2025 – despite tariffs, high rates, and weakening EV demand. They cover: Why 2025 may have been the first “normal” auto year since COVIDHow financing, hybrids, and product mix drove Ford’s outperformanceWhat Ford must change in 2026 as margins shift beyond u...

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32:54

Who Really Wins When Weed Goes Mainstream? (December...

Market Outsiders ·

2025/12/19

Cannabis just moved from Schedule I to Schedule III — and the biggest implications have nothing to do with lifestyle or politics. In this episode of Market Outsiders, Jenny Rae and Namaan break down what reclassification means for the market: who benefits, who loses, and why cannabis stocks dropped on “good” news. They unpack the real unlocks behind the headlines — Medicare and Medicaid eligibility, federally funded research, banking access, and why Big Pharma, consumer giants, and even beer ...

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27:21

Did Thrive Market Just Ditch Its Profit Engine?...

Market Outsiders ·

2025/12/10

Thrive Market just became the first major online grocer to drop alcohol completely, and the internet is cheering… but the business case isn’t what it seems. In this episode, we break down the real reasons behind the move, what the data actually says about drinking trends, and why households, not individuals, tell the true story. We cover: Why “54% of adults drink alcohol” is the wrong metric for retailersThe hidden logistics + regulatory friction behind alcohol shippingHow Thrive’s branding s...

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32:34

Netflix’s $72B Warner Bros Gamble (December 8, 2025)

Market Outsiders ·

2025/12/08

Netflix just shocked Hollywood with a $72B bid for Warner Bros, the biggest media deal of the decade. But behind the headlines is a fight over market share, regulation, and the future of streaming. In this episode, we break down: Why Netflix is suddenly willing to buy instead of buildHow HBO, Warner Bros, and gaming change Netflix’s strategyThe regulatory risk (and why Trump and Paramount matter)Whether this deal can ever pay for itselfWhat this means for the future of streaming bundles and p...

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28:43

Why Best Buy Is Winning When Everyone Expected It to...

Market Outsiders ·

2025/11/26

Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...

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33:17

Why Bath and Body Works Lost Its Scent With Shoppers...

Market Outsiders ·

2025/11/20

Bath and Body Works used to own the mall fragrance space. Now traffic is shrinking, margins are squeezed and a new CEO is blaming the old playbook. In this episode, we break down what went wrong and whether the turnaround plan has a real shot. We cover: How chasing “adjacent” categories like shampoo and laundry backfiredWhy discounting destroys price integrity in a brand-led businessThe missed opportunity in e-commerce and Amazon resellersWhat Bath and Body Works can learn from Walmart, Targe...

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40:27

Can Panera’s Turnaround Plan Actually Work? (November...

Market Outsiders ·

2025/11/18

Panera used to dominate fast casual. Now traffic is falling and leadership is scrambling to turn it around. In this episode, we unpack: How cost cutting changed salads, sides, and the in-store experienceWhy menu complexity and pricing confuse customersThe barbell strategy Panera is betting on for its comebackWhat we’d do differently on pricing, testing, and customer researchA practical breakdown of what happens when spreadsheets win over the customer experience. Partner Links: Learn more abou...

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21:28

What Ending the Penny Mint Means for Prices (November...

Market Outsiders ·

2025/11/14

The U.S. stops minting new pennies. Cost savings help, but do second-order effects matter more? We dig into: Why it cost ~4¢ to make 1¢$56M savings vs real economic impactRounding rules, cash users, and pricing behaviorCard mix, tipping culture, and “two-way door” policyA quick, practical look at what this means for consumers and businesses. Partner Links: Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025Chapters:&nbs...

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29:43

Inside the Company Powering the AI Boom (November 11,...

Market Outsiders ·

2025/11/11

CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Chapters 02:57 CoreWeave's Financial Performance and Market Positi...

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20:39

Why Holiday Hiring Is Down But Sales Aren’t (November...

Market Outsiders ·

2025/11/07

Retailers plan the lightest holiday hiring since the Great Recession, but spending is still projected to top $1T. We dig into: Why demand smoothing and e-comm shift cut seasonal rolesHow “slower” in-store flow can increase basket sizeWhat segmentation and channels mean for labor needsWhy tariff headlines often overstate price impactActionable takeaways for leaders on staffing, ops, and margin protection. Chapters 00:30 Holiday Season Retail Trends06:12 E-commerce Impact on Retail Hiring11:51 ...

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17:31

BONUS: How the Government Shutdown Grounded America’s...

Market Outsiders ·

2025/11/06

The FAA just announced flight cuts at 40 U.S. airports, all tied to the government shutdown. In this bonus episode: Why air traffic control staffing is reaching a breaking pointHow airlines like Delta and United will decide what to cancelWhat smart leaders do when government policy hits business operationsA quick 15-minute breakdown on policy, pressure, and decision-making when the skies (and D.C.) shut down. Chapters 00:40 Understanding the Government Shutdown03:26 Impact on Airlines and A...

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29:17

Can Pinterest Survive the AI Shopping Revolution?...

Market Outsiders ·

2025/11/06

Pinterest just had one of its worst trading days ever, and blamed tariffs. We dig into what’s really behind the drop: Why ad revenue might be a Pinterest problem, not a tariff problemHow user behavior has shifted away from “mood board” cultureWhat it would take for Pinterest to stay relevant in an AI-driven shopping worldPlus, Namaan and Jenny Rae debate whether Pinterest’s next move is reinvention or acquisition. Chapters 03:12 Pinterest's Earnings Report and Ad Revenue Concerns06:25 ...

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36:44

PayPal plugs into ChatGPT for E-Commerce (October 29,...

Market Outsiders ·

2025/10/29

Namaan and Jenny Rae break down PayPal’s new integration with ChatGPT and what it means for e commerce. They cover how checkout could live inside AI, who wins and loses across retailers and suppliers, and why PayPal’s first dividend signals a new chapter. They also map OpenAI’s business model today. Subscriptions. Enterprise licensing. Future transaction fees. Possible ads. What shifts when 800 million people use ChatGPT weekly. Chapters 03:24 The E-commerce Landscape and PayPal's Role0...

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41:28

Did UPS outgrow Amazon? (October 28, 2025)

Market Outsiders ·

2025/10/28

UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation, asset light moves, and small business focus could reshape holiday shipping. We also cover tariffs and the de minimis change, plus why supply chain consulting is set to boom. Chapters 02:58 Understanding UPS's Business Model and Challenges05:57 UPS's Turnaround Strategy and Job Cuts09:01 Financial Performance and Ma...

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32:40

Why Retailers Are Betting on Pokémon and Taylor Swift...

Market Outsiders ·

2025/10/21

Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior, and the strength of the U.S. shopper heading into the holidays. Chapters 02:56 Retail Strategies and Consumer Behavior06:05 Market Dynamics and Revenue Insights08:52 Consumer Trends and Holiday Shopping13:10 Data Utilization in Retail16:04 The Future of Collectibles and Retail In...

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95 results

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