Eaters and investors are both happy to see the $5 value meal on the menu. Asit Sharma and Dylan Lewis discuss 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors, and McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon. Then, 18 minutes in, CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers. Companies discussed: LINE, COLD, MCD, PCG. Host - Dylan Lewis; Guests - Asit Sharma, Ricky Mulvey, Patti Poppe
