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cover of episode US Economy Shrinks 0.3% & Starbucks’ Turnaround Plan Gets Bumpy

US Economy Shrinks 0.3% & Starbucks’ Turnaround Plan Gets Bumpy

2025/5/1
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Morning Brew Daily

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Neil Freiman
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Neil Freiman和Toby Howell: 我们讨论了最新的GDP报告,美国经济在第一季度萎缩了0.3%。这主要是由于净出口下降,进口激增,以及消费者支出增长放缓。虽然三月份消费者支出增长强劲,但这可能是透支了未来的需求。关税威胁也导致经济形势不明朗,难以准确评估经济状况。尽管如此,剔除进口、库存和政府支出等易波动因素后,最终销售额增长强劲,表明潜在经济状况良好。通货膨胀依然存在,美联储面临艰难抉择。负GDP数据存在偏差,不能完全反映经济状况。 Meta和微软第一季度财报强劲,业绩超出预期。Meta营收达420亿美元,超出预期,且对未来增长充满信心,持续大力投资人工智能。微软Azure云业务收入增长33%。 星巴克第二季度财报令人失望,其扭转计划面临挑战。美国市场平均客单价上涨,但交易量下降;中国市场客流量增加,但客单价下降。咖啡豆价格创50年新高,对星巴克构成挑战。CEO Brian Niccol对第二季度业绩感到失望,但他表示需要时间来扭转局面,并试图在加快点餐速度和提升店内体验之间取得平衡。星巴克尝试使用新技术来缩短店内等待时间,但依靠设备来弥补劳动力减少的策略并不成功。星巴克对关税相对具有抵抗力。 Neil Freiman: 我分享了三个数据:首先,梵蒂冈是人均拥有CFA特许金融分析师和彭博终端数量最多的国家;其次,歌曲《Steve's Lava Chicken》成为进入公告牌百强榜单的最短歌曲,时长仅为34秒;最后,《蒙提·派森与圣杯》上映50周年,其资金来源是多位摇滚巨星的捐助,包括Led Zeppelin、Pink Floyd和Jethro Tull等乐队。 此外,我还讨论了美国和乌克兰签署的具有里程碑意义的协议,美国将获得乌克兰的矿产资源,以及比尔·贝利奇克及其女友乔丹·哈德森的新闻,乔丹·哈德森干涉了比尔·贝利奇克的采访,并阻止了北卡罗来纳大学拍摄HBO纪录片《Hard Knocks》,引发争议。

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Episode 573: Neal and Toby discuss the latest GDP report and how Trump’s tariffs may have dampened the growth of the US economy. Then, Meta and Microsoft bring good news for their Q1 earnings as their AI and cloud businesses remain strong. Plus. Starbucks CEO Brian Niccol was hoping his turnaround plan would start out hot…but instead, it left investors feeling a chill down their spine with disappointing Q1 earnings. Meanwhile, Neal shares his favorite numbers from The Vatican, ‘Monty Python and the Holy Grail’, and the ‘Minecraft Movie’. 

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00:00 - Happy May! 02:45 - US Economy Shrinks

07:50 - Meta and Microsoft Earnings 

11:30 - Starbucks Earnings Stink

18:00 - Neal’s Numbers

24:45 - Headlines

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