Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. Asit Sharma and Dylan Lewis discuss — in the face of revenue declines and struggling comps, are Starbucks’ shares worth watching? Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures. Then, 15 minutes in, the name of the game in food is innovation — Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s. Companies discussed: SBUX, AMZN, MCD. Host - Dylan Lewis; Guests - Asit Sharma, Mary Long, David Henkes.
