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
73 episodes
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
The $1B Water Park Empire and Why Private Equity Wants In (August 29, 2025)
Great Wolf Lodge might look like just another family getaway, but behind the wolf ears and waterslides is a billion-dollar business model. Jenny Rae and Namaan break down how this “cruise ship on land” drives year-round revenue, why...
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Season 2
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Episode 30
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28:51
NVIDIA’s Record Earnings and Business Model Breakdown (August 28, 2025)
NVIDIA just reported $46.7 billion in quarterly revenue with a stunning 73% gross margin.In this episode of Market Outsiders, Jenny Rae Le Roux and Namaan Mian break down how NVIDIA's business model, how it makes money, and key ...
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Season 2
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Episode 29
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18:43
Dr. Pepper Bets $18B on Coffee War with Nestlé (August 27, 2025)
Dr. Pepper is making an $18 billion play in the global coffee market, acquiring Dutch giant JDE Peet’s and splitting into two standalone companies. The deal creates a new coffee contender set to rival Nestlé.Jenny Rae and Namaan break do...
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Season 2
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Episode 28
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32:21
Target Falters, TJ Maxx Shines as Powell Weighs His Next Move (August 20, 2025)
Target is stumbling, TJ Maxx is outperforming, and Jerome Powell’s Jackson Hole speech could set the tone for interest rates through the rest of 2025. What does this mean for the U.S. consumer, retail stocks, and the Fed’s rate cut decision?
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Season 2
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Episode 27
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35:09
Why Chili’s Is Winning While Other Restaurants Struggle (August 18, 2025)
Chili’s just posted five straight quarters of growth and a 39% sales jump, bucking the trend in a struggling casual dining sector.On today’s Market Outsiders, Jenny Rae and Namaan unpack what’s behind Chili’s surge and why its r...
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Season 2
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Episode 26
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22:43
What Record Stock Buybacks Signal (August 11, 2025)
Stock buybacks are hitting all-time highs in 2025, led by big banks and tech giants like Apple and Alphabet. In this episode, Namaan and Jenny Rae unpack what a buyback is, why companies do it, and what this surge signals about corp...
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Season 2
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Episode 25
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30:35
When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025)
Yum! Brands beat expectations in some areas - but it wasn’t enough. Today, Jenny Rae and Namaan break down why positive same-store sales at Taco Bell still set off alarms, how KFC and Pizza Hut are dragging the portfolio, and what investors and...
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Season 2
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Episode 24
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32:16
Starbucks Ditches Pickup-Only Stores - Smart Move or Big Mistake? (July 31, 2025)
Starbucks is ditching its pickup-only and drive-thru-only stores. CEO Brian Niccol says they “lack warmth” — but is that really the reason? In today’s Thursday Market Outsiders, Namaan and Jenny Rae break down the surprisin...
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Season 2
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Episode 23
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30:22
Starbucks Profits Crash 47% - Why the Market Still Believes in the Turnaround (July 30, 2025)
Starbucks just reported a 47% drop in profits - but investors pushed the stock up anyway. Why? In this episode, Namaan and Jenny Rae break down what’s really going on behind the numbers: rising costs, China’s rebound,...
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Season 2
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Episode 22
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11:42
Inside Garrett Popcorn’s Slow Line, Fast Profits, and Untapped Growth (July 29, 2025)
A slow-moving popcorn line sparked today’s conversation, but what it uncovered was a masterclass in business strategy. Jenny Rae and Namaan dig into Garrett Popcorn’s iconic brand, operational bottlenecks, and surprising pricing tactics....
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Season 2
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Episode 21
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28:29
Inside Tesla’s Futuristic Diner Experiment in Los Angeles (July 24, 2025)
Tesla has opened a diner in Los Angeles - and it’s not just about burgers and fries. In today’s episode, Namaan and Jenny Rae explore the business strategy behind this bold move and why the diner could be more than a gimmick.They break d...
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Season 2
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Episode 20
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28:20
McDonald’s Snack Wrap Comeback Drives Sales Surge (July 23, 2025)
McDonald’s snack wraps are back – and the response has been sizzling. In today’s episode, Namaan and Jenny Rae break down how this nostalgic menu item is driving double‑digit traffic and lifting U.S. same‑store sales by 7%.Tune in to he...
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Season 2
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Episode 19
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18:54
Why Coca‑Cola Beat Earnings but Shares Still Slipped (July 22, 2025)
Coca‑Cola posted stronger‑than‑expected earnings, yet its stock still slipped. Why? In today’s Tuesday episode of Market Outsiders, Jenny Rae and Namaan unpack Coca‑Cola’s latest results, from price hikes to shifting volume...
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Season 2
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Episode 18
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13:45