Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Each weekday, the Management Consulted leadership team breaks down two major stories through a business lens — in just 15 minutes — helping you spot what really matters behind the headlines. You can catch Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
Episodes
58 episodes
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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33:55
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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29:21
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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31:02
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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29:08
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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27:15
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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27:06
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
AMEX’s Profit Jump and the Credit Card Strategy Driving It (July 18, 2025)
American Express beat profit expectations on strong spending from its affluent cardholders. But the story goes deeper than the headline number.In today’s episode, the Market Outsiders team - Jenny Rae and Namaan - break down how...
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Season 2
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Episode 17
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36:50
PepsiCo Pops Despite Headwinds – What Earnings Reveal About F&B Battles (July 17, 2025)
PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution...
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Season 2
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Episode 16
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28:11
Goldman’s 22% Profit Surge and the Trading Boom Behind It (July 16, 2025)
Goldman Sachs just posted a 22% profit jump, but the headline only tells part of the story. On today’s Market Outsiders, Jenny Rae and Namaan break down what’s really driving the surge, and why trading desks, not dealmakers, are leading t...
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Season 2
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Episode 15
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29:52
NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025)
NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.Jenny Rae and Namaan break down why NVIDIA’s China ...
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Season 2
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Episode 14
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26:58
Nissan’s Cash Crunch and Goldman's First AI Coder (July 11, 2025)
Nissan is in survival mode. After major layoffs and underused factories, the automaker is now producing trucks for former rival Honda while raising $4.5B in unsecured bonds and delaying supplier payments. We break down what’s really...
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Season 2
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Episode 13
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25:15
Inside Ferrero's $3.1 Billion Play for WK Kellogg (July 10, 2025)
Ferrero just dropped $3.1 billion to acquire cereal maker WK Kellogg, home of Froot Loops and Frosted Flakes. But why now, and why cereal? In this episode, Namaan and Jenny Rae unpack the deal from every angle, connecting the ...
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Season 2
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Episode 12
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20:30
Why Meta Just Bet $3.5B on Ray-Ban (July 9, 2025)
Meta just dropped $3.5 billion on a stake in the maker of Ray-Ban - but why? In today’s episode, Jenny Rae and Naman unpack Meta’s bold move into smart eyewear through its investment in EssilorLuxottica. From cont...
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Season 2
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Episode 11
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25:01
Target and Walmart Just Declared War on Amazon Prime Day (July 8, 2025)
Amazon’s summer sales juggernaut is no longer a one-player game. In today’s episode, Namaan and Jenny Rae unpack how Walmart and Target are leveraging loyalty programs, inventory strategy, and media placement to compete head-on with...
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Season 2
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Episode 10
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23:07
Fast Casual Gets Smarter as Loyalty Becomes the New Growth Engine (July 7, 2025)
Welcome back from the holiday weekend. Today, Namaan and Jenny Rae break down why fast casual restaurants are leaning hard into loyalty programs - and how it’s reshaping growth strategies in a cooling consumer environment. From Chip...
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Season 2
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Episode 9
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18:19
The Jobs Market Just Beat Expectations Again (July 3, 2025)
Happy Fourth of July weekend - but before the fireworks, we’re diving into a surprising June jobs report that added 147,000 new positions and revised prior numbers upward. Namaan and Jenny Rae break down why the labor market keeps d...
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Season 2
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Episode 8
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22:12
The Skill AI Can’t Replace & Home Depot’s Power Play (June 30, 2025)
Fresh off a week in NYC, Namaan and Jenny Rae kick off today’s episode with reflections from a top-tier consulting conference, where storytelling was named the critical skill AI can’t replace. They break down why the ability to build trust and ...
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Season 2
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Episode 7
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28:25
Delaware in Decline? How States Are Competing to Win Corporate Business
Why are companies rethinking Delaware as their go-to for incorporation? Namaan and Jenny Rae break down how states like Texas, Nevada, and Oklahoma are making aggressive legal and tax moves to lure corporate business. They also expl...
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Season 2
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Episode 6
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19:24
What This Weekend in the Middle East Revealed About Oil, Markets, and Risk (June 23, 2025)
Tensions in the Strait of Hormuz dominated headlines this weekend, but what does it actually mean for oil prices, markets, and investors? Namaan and Jenny Rae unpack the potential ripple effects of shipping disruptions, debate the f...
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Season 2
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Episode 5
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18:44
Can Home Depot Stop QXO’s $5B Hostile Takeover of GMS? (June 20, 2025)
A high-stakes showdown is unfolding in the building supply world. In this episode, Jenny Rae and Namaan break down why QXO is making a $5B hostile bid for drywall distributor GMS - and why Home Depot has jumped into the fight. They ...
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Season 2
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Episode 5
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24:32
Meta’s $100M Power Play, My Kids' Startup Lessons, and What the Fed Won’t Say (June 18, 2025)
Jenny Rae goes solo in this episode to unpack 3 timely topics. She kicks off with surprising business lessons from her kids’ popsicle stand, dives into Meta’s aggressive $100M offers to poach OpenAI talent, and breaks down what the ...
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Season 2
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Episode 4
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18:36