Market Outsiders
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.
Episodes
86 episodes
Why Best Buy Is Winning When Everyone Expected It to Die (November 26, 2025)
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 c...
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Season 3
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Episode 24
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28:43
Why Bath and Body Works Lost Its Scent With Shoppers (November 20, 2025)
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 ...
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Season 3
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Episode 23
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33:17
Can Panera’s Turnaround Plan Actually Work? (November 18, 2025)
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 comple...
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Season 3
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Episode 22
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39:51
What Ending the Penny Mint Means for Prices (November 13, 2025)
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 pricin...
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Season 3
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Episode 21
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21:28
Inside the Company Powering the AI Boom (November 11, 2025)
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 sign...
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Season 3
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Episode 20
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29:43
Why Holiday Hiring Is Down But Sales Aren’t (November 7, 2025)
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 incr...
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Season 3
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Episode 19
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20:39
BONUS: How the Government Shutdown Grounded America’s Flights (November 6, 2025)
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 d...
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Season 3
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17:31
Can Pinterest Survive the AI Shopping Revolution? (November 6, 2025)
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 ...
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Season 3
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Episode 18
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29:17
PayPal plugs into ChatGPT for E-Commerce (October 29, 2025)
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 signa...
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Season 3
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Episode 17
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36:44
Did UPS outgrow Amazon? (October 28, 2025)
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 shi...
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Season 3
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Episode 16
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41:28
Why Retailers Are Betting on Pokémon and Taylor Swift Cards (October 21, 2025)
Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and
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Season 3
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Episode 15
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32:40
16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)
Nestlé just announced 16,000 job cuts, one of the largest in modern CPG history. Jenny Rae and Namaan break down what this massiv...
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Season 3
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Episode 14
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30:14
How Walmart Keeps Prices Low (October 16, 2025)
Walmart is making a push on U.S. manufacturing, and says it’s good business. Today, Jenny Rae and Namaan break down what’s signal versus...
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Season 3
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Episode 13
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37:09
The Secret Behind Delta’s Record Profits and Sky-High Margins (October 10, 2025)
Delta just posted blockbuster earnings, and it’s not because more people are flying. Jenny Rae and Namaan unpack how Delta’s $8B profit ...
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Season 3
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Episode 12
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38:05
Why Private Markets Suddenly Want Your Money (October 8, 2025)
Private markets are courting everyday investors. Why now, and what should you do about it?In this episode of Market Outsiders, Namaan and
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Season 3
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Episode 11
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38:13
Why Warren Buffett Just Bet $10 Billion on Chemicals (October 2, 2025)
Warren Buffett is still making big moves at 95 years old. His latest play? A $10 billion bet on OxyChem, the petrochemical arm of Occidental.In this episode of Market Outsiders,
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Season 3
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Episode 10
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26:35
The Future of Claire’s and Mall Retail (September 29, 2025)
Claire’s is back in the headlines after its latest bankruptcy and acquisition by Ames Watson, the firm behind Lids. Can a nostalgic mall brand really be turned around in today’s retail environment?In this episode, we unpack Claire’s chal...
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Season 3
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Episode 9
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39:40
How the NFL Turned Media Contracts Into Its Biggest Business Lever (September 26, 2025)
The NFL isn’t just America’s favorite pastime. It’s also a business giant that generates two-thirds of its revenue from one source: media rights.In this episode of Market Outsiders, Namaan and Jenny Rae unpack:
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Season 3
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Episode 8
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38:16
Labubu Dolls and the Business of Scarcity (September 24, 2025)
Labubu dolls are the latest global craze... but what makes them so irresistible?In this episode, Jenny Rae and Namaan break down ...
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Season 3
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Episode 7
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33:19
Another Credit Card Fee Increase? Why Amex Increased the Platinum Fee to $895 (September 18, 2025)
Amex just raised the annual fee on its Platinum card from $695 to $895 — a nearly 30 percent jump. In this episode of Market Outsiders, Jenny Rae and Namaan break down what’s behind the increase, why Amex believes customers...
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Season 3
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Episode 6
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29:37
Ram Shelves Electric Pickups - Were They Doomed From the Start? (September 15, 2025)
Ram will cancel its all-electric pickup, raising questions about the EV market, the rise of hybrids, and what truck buyers really want. Was the plan ever realistic, or just peak EV hype?Jenny Rae and Namaan break down the strategy shift ...
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Season 3
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Episode 5
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24:52
How Jolie Turned Your Showerhead Into a Subscription Business (September 11, 2025)
Jolie isn’t just selling showerheads — it’s turning your bathroom into a subscription business. In today’s episode, we break down how a simple product innovation paired with sharp marketing and a recurring revenue model is disrupting an overloo...
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Season 3
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Episode 4
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25:51
The Booming Business of Sports Betting (September 8, 2025)
In this episode of Market Outsiders, Namaan and Jenny Rae unpack the booming business of sports betting. From DraftKings to FanDuel, they examine how sportsbooks use aggressive advertising to acquire customers, the economics behind ...
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Season 3
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Episode 3
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28:29
Saks on Amazon Signals Luxury in Crisis (September 3, 2025)
Saks is now selling luxury goods on Amazon. Is this a bold new growth play or a last gasp for survival? Namaan and Jenny dig into the financial pressures behind the deal, Amazon’s stake in Saks, and whether this move signals the end...
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Season 3
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Episode 2
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21:28
Kraft Heinz Breakup Signals the End of Scale at All Costs (September 2, 2025)
Kraft Heinz is splitting after a decade, and we unpack what that says about the end of “scale at all costs” in Big Food. Jenny Rae and Namaan dive into why focus beats brute scale, how zero-based budgeting collided with challenger brands, and w...
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Season 3
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Episode 1
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33:19