On episode 65 of The Real Eisman Playbook, Steve Eisman sits down with three Evercore consumer analysts (Michael Binetti, David Palmer, and Greg Melich) for a sweeping deep dive into the health of the American consumer across restaurants, retail, food companies, and big box stores. They also dig into why Nike is struggling to turn around, why traditional food companies like Campbell's and Kraft Heinz face structural headwinds from the protein and GLP-1 revolution, and why Ralph Lauren may be the most surprising brand success story in retail today.
0:00:00 - Intro
0:02:08 - The Health of the Consumer: Restaurants, Retail, & More
0:13:42 - How AI Has Impacted These Companies
0:18:00 - Struggling Retail Companies
0:23:48 - Is Nike Fixable?
0:27:26 - Macy's & Department Store Troubles
0:30:12 - Restaurants: Starbucks, Chipotle, Wendy's, Olive Garden, Taco Bell, & More
0:36:10 - How GLP-1's Have Impacted Food Companies
0:41:57 - Best Buy
0:44:22 - Home Depot & Lowe's
0:48:10 - Walmart & Costco
0:50:01 - The Auto Industry: O'Reilly, Autozone, & More
0:51:22 - Energy Costs
0:52:24 - Ralph Lauren
0:56:53 - Restaurant Charts
1:01:05 - Outro
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