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Which podcasts are discussing CMG?
6 ATTRIBUTED IDEAS · 6 EPISODES · 3 SHOWS
The shows
CNBC Fast Money
Animal Spirits
Odd Lots
Where the discussion went deepest
29 JUL2W AGOCNBC FAST MONEY · 08:42
Starbucks turn-around accelerates via strong comp sales
“The bull case for Starbucks emphasizes operational execution, customer traffic growth, and strong global store comp metrics outperforming turnaround expectations.”
Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26
In depth · 4/5Verify in source →
20 JUL3W AGOCNBC FAST MONEY · 01:40
Cyclospora outbreak pressures fast-food supply chains
“A cyclospora outbreak linked to lettuce suppliers is causing immediate foot-traffic declines and short-term stock pressure across high-exposure fast-food chains.”
Will Markets Keep Ignoring Iran Tensions?... And The AI Race to Supremacy 7/20/26 · with Iran
In depth · 4/5Verify in source →
2 JUN2 JUNCNBC FAST MONEY · 33:00
Restaurant stocks hurt by negative consumer sentiment
“The bear case argued for restaurant stocks: negative consumer sentiment, competitive price pressures, and weak disposable income data are creating a tough environment.”
Bitcoin & Crypto Trade Crumbles… And Opportunity In Commercial Real Estate 6/2/26
In depth · 4/5Verify in source →
24 JUL3W AGOODD LOTS
Company-owned stores outperform franchised units on wages
“Fully corporate-owned chains like Chipotle and Starbucks tend to share higher economic rents with employees compared to franchised fast-food networks.”
How Franchise Restaurants Opened the Door to the Gig Economy · with Brian Callaci
Substantive discussion · 3/5Verify in source →
5 JUN5 JUNCNBC FAST MONEY · 08:50
Chipotle framed as valuation re-rating opportunity
“JPMorgan upgraded Chipotle to overweight, presenting it as an attractive growth stock trading at a historically steep valuation discount.”
Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26
Substantive discussion · 3/5Verify in source →
9 FEB9 FEBANIMAL SPIRITS · 1:00
Motley Fool's long-term compounder strategy
“The guest outlined the Motley Fool's investment philosophy: identifying special companies with a long-term horizon, resulting in low portfolio turnover (20-30% annually) and an average holding period of 3-4 years.”
Talk Your Book: The 3 A's of the U.S. Economy
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