Insider Daily Brief June 13th, 2023
Tesla Gets Grassroots, Netflix Going On Offense? Some Cool Stuff 😎 And A Miss 👎 Positive Market Outlook Is The Vibe, Big Upside For Retail Media, A New Opportunity And A New Section.
Tesla's supercharger deals with GM, Ford are 'the cheapest forms of advertising'
5D Chess ♟
Tesla is playing a different game than everybody else.
Netflix is going 'from defense to offense' on advertising, says Lightshed’s Rich Greenfield
This campaign would pair incredibly well with OOH. Can someone please ensure that happens?
I mean, it sounds cool. But for the amount of money that gets spent on these campaigns, can we please start getting better pictures and video?
It’s 2023. People have been filming feature films on iPhones since 2018. There’s just no excuse at this point.
Markets price in 76% odds of the Fed keeping rates at 5.00% - 5.25% on Wednesday.
And markets are confident that the Consumer Price Index (CPI) will gradually return to 2%.
"...what we’re seeing from a consumer perspective is a very resilient consumer. We talked about the fact that volumes in the first four weeks of May were largely consistent with our expectations for the quarter. And we’ve really been benefiting from the shift to experiential-based spending…So really a very resilient consumer, and again, very consistent with our expectations for the quarter." - Mastercard ($MA ) President of North America Linda Kirkpatrick
"And then from a consumer perspective, they're holding up very well now, but it's going to get tougher from our estimation for them…they continue to have weaker balance sheets, less liquidity." - The Clorox Company ($CLX ) CEO Linda Rendle
"What we’re seeing right now is continued stability. Our categories in the U.S. continue to grow value at around 6% to 7%, fairly consistent past 3, past 6, past 12 months." - The Procter & Gamble ($PG ) CFO Andre Schulten
"We are seeing. I think our consumer has been pretty stable. So it's predominantly 100K plus in income and I think that their preferences morphed over time where eating out is more like a staple so built into their budgets, everybody, who wants a job can have a job. So in terms of disposable income remains pretty steady…I think generally I think we feel like our consumer is in a pretty good spot and overall the business trends are the most stable and predictable they've been since the pandemic started." - Cheesecake Factory ($CAKE ) President David Gordon
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