Episodios

  • Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves

    Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves
    Jul 25 2024
    Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode. 00:00 START 01:03 Winnebago's Transformation and Diversification 06:44 The North Star and Target Customer Shift 10:51 Impact of COVID-19 on Outdoor Recreation 15:30 Electrification and Lithium Battery Acquisition 20:13 Economic Challenges and Dealer Relationships 27:29 Dealer's Perspective and Company Revenue Breakdown 28:14 Earnings Call Insights and Resilience Metrics 31:35 Brand Recognition and Market Strategy 34:47 Revenue Portfolio and Future Targets 40:17 Leadership and Entrepreneurial Recognition 44:22 Personal Connection to the Outdoors 47:02 Final Thoughts and Team Acknowledgment After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 m
  • e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode

    e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode
    Jul 17 2024
    Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.) $ELF 00:00 START 01:07 The Rise of e.l.f. Cosmetics 03:47 Balancing Quality and Affordability 05:17 Influencer and Community Engagement 09:18 Innovative Marketing Strategies 18:35 Retail Expansion and Future Growth 20:16 Proactive SKU Management 21:06 Notorium Acquisition and Expansion 23:18 Skincare Routines and Product Recommendations 25:54 Leveraging Data for Business Strategy 28:40 Board Diversity and Corporate Values 35:41 Entrepreneurial Lessons from Immigrant Roots After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnin... Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 m
  • Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls

    Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls
    Jul 10 2024
    Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential. $LIF 00:00 START 01:20 Meet Chris Hulls, CEO of Life360 02:33 The Origin of Life360 05:13 Life360's IPO Journey 10:31 Data Privacy and Security at Life360 14:43 Monetization and User Data 21:50 Future Plans and User Benefits 23:41 Free vs. Paid Services 24:10 Family Safety Features 24:49 Expanding User Base 26:56 Senior Care Solutions 31:15 Leadership and Core Values 33:17 TikTok and Teen Engagement 39:23 Military Influence on Leadership 42:02 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnin... Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    49 m
  • Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg

    Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg
    Jun 26 2024
    In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction. $BETR 00:00 START 02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process. 06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services. 10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access. 15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations. 20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction. 25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation. 30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 m
  • Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman

    Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
    Jun 19 2024
    In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape. $CAVA 00:00 START 01:15 Interview with Brett Schulman, cofounder and CEO of CAVA 02:25 The Love Button for Employees 03:22 The Origins and Growth of Cava 05:15 Retail Strategy and Digital Transformation 08:55 Navigating the IPO Process 14:12 Maintaining Growth and Profitability 23:45 Employee Engagement and Stock Rewards 25:50 New Menu Items and Market Expansion 30:31 Data-Driven Decisions and Future Plans 40:54 Conclusion and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    47 m
  • Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami

    Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami
    Jun 12 2024
    On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees. EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024 TSE:4194 00:00 START 00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner 01:06 Visional: The Japanese LinkedIn 02:23 AI and Human Capital Management 09:08 Listing on the Tokyo Stock Exchange 11:24 Retail Investing in Japan vs. the U.S. 12:47 Revenue Growth and Market Trends 19:27 Future Innovations and Cybersecurity 23:00 EY World Entrepreneur of the Year 27:46 Swimmy's Role with the New York Yankees After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 m
  • monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer

    monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
    Jun 6 2024
    In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies. $MNDY 00:00 START 00:54 Understanding Monday.com's Unique Business Model 01:51 The Story Behind Monday.com 04:03 Monday.com's Diverse Customer Base 08:21 AI Integration in Monday.com 11:53 Growth Strategies and Financial Discipline 20:14 Super Bowl Ad Experiment 22:06 Earnings Results and Future Plans 25:37 Exploring the Seed-Based Business Model 26:35 Future Pricing Models and AI Integration 27:33 Free Cash Flow and Margin Expansion 30:30 Investment Strategies and Market Expansion 31:46 Acquisition Plans and Complementary Technologies 35:23 Preparing for IPO and Financial Systems Overhaul 40:09 Transitioning to a Public Company 44:43 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 m
  • Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

    Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford
    May 22 2024
    In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success. $AFRM 00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations 01:00 Breaking Down Affirm's Mission and Business Model 01:37 Affirm's Approach to Consumer Credit and Financial Health 04:32 The Affirm Card: A New Era of Financial Flexibility 06:01 Decoding Affirm's Revenue Streams and Financial Health 11:35 Earnings Highlights: Affirm's Remarkable Quarter 18:58 The Affirm and Shopify Partnership: A Deep Dive 25:12 Addressing the Bloomberg Article on BNPL Debts 31:22 Debunking Myths Around Delinquencies and Credit Behavior 32:33 The Power of Controlled Spending with Affirm 35:44 Affirm's Approach to Credit Reporting and Future Plans 38:23 Navigating the High Interest Rate Environment 43:32 Leveraging AI for Customer Service and Business Efficiency 50:09 Competitive Landscape and Consumer-Centric Strategy 55:24 Personal Journey to Affirm and Career Reflections 59:59 Key Takeaways and Closing Thoughts After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 4 m