4 months ago • Duration 40 minutes
Netflix and the Fall of Television | The Game Changer
In 2017, Netflix stuns Hollywood by paying television producer Shonda Rhimes an unprecedented amount of money to develop shows exclusively for the streamer. The move announces Netflix as a true rival to the legacy studios and kicks off the streaming wars. But when the business takes a sudden turn after the pandemic, Netflix is forced to make some key pivots to remain at the head of the pack.
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4 months ago • Duration 39 minutes
Starbucks' Bitter Brew | The Founder's Curse
It's 2021 and Starbucks workers are experiencing post-pandemic exhaustion. For the first time, baristas and others seem poised to vote to form a union. To head that off, Starbucks legendary CEO, Howard Schultz, comes out of retirement. He promises to lead Starbucks back to its employee-friendly, community coffeehouse roots. But workers aren’t buying it. Soon, Schultz will be called to the carpet in Congress. The nation’s top coffee chain is in an existential crisis.
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4 months ago • Duration 43 minutes
Starbucks' Bitter Brew | Back in Black
It’s 2023 and Howard Schultz’s hand-picked successor as CEO is facing trouble. While employees are voting to unionize, competitors are targeting Starbucks’ perceived weaknesses. Dunkin’ and others are beating Starbucks on price, while McDonald’s hopes to beat Starbucks on speed of service. Starbucks’ bottom-line breaks under that pressure. When it does, Schultz turns against his successor, leading Starbucks’ board to search for yet another leader. The new boss has a new plan, but it sounds old: Turn Starbucks back into the kind of community coffeehouse that Howard Schultz originally built.
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4 months ago • Duration 44 minutes
Starbucks' Bitter Brew | A Cup of Competition
Starbucks might be number one in market share, but the competition over coffee is hot. In one corner, you’ve got the New England-based fan favorite Dunkin, with their no-frills vibe and celebrity boosters. In the other, you’ve got the up-and-comers: drive-through only chains like Dutch Bros and Seven Brew that have become popular among younger consumers and on-the-go customers. Comedian (and lifelong Dunkin fan) Josh Gondelman joins David to talk about the reign of Dunkin in Massachusetts and beyond. Later, Sam Oches of Nation’s Restaurant News joins David to shed some light on the newer drive-through brands and whether they can outshine Starbucks and Dunkin.
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Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.
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5 months ago • Duration 37 minutes
The Whole Foods Rebellion | Vision Quest
When Texas hippie John Mackey opens an organic supermarket, he gets high on running a business. But when his ambitions sink its profits, sparks fly between him and his co-founders. They clash over the question of whether to chase a bigger dream or enjoy the money they’re already making.
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5 months ago • Duration an hour
The Whole Foods Rebellion | Tiny Acorns, Mighty Oaks
CEO John Mackey is on a mission to take Whole Foods national. But he is about to run into major opposition. And to succeed in his quest, he must face down rebellious employees, ambitious rivals, animal rights activists and his own father.
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4 months ago • Duration 40 minutes
The Whole Foods Rebellion | Harsh Realities
After a stock market shakeout stunts Whole Foods’ growth, co-founder John Mackey finds himself struggling to protect the grocery store chain from circling predators. And he knows if he loses this battle, everything he worked to build could be cast aside.
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Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.
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5 months ago • Duration 40 minutes
Price Wars: The Fall of Dollar Stores | Billionaire Tug of War
We’re exploring how dollar stores went from Wall Street darlings to the problem children of the stock market. But first, we track how a re-energized Dollar General figures out how to make billions from small change, and its nearest-rival Family Dollar becomes a takeover target. But can Dollar General’s CEO steer the family business into the right hands?
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5 months ago • Duration 40 minutes
Price Wars: The Fall of Dollar Stores | Shrinkage
After 10 years of rapid growth, the dollar stores hit big trouble. Rats, burglars, unhappy workers, online agitators and inflation erode their profits. And a new online dollar store makes inroads. Can they survive these existential threats?
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5 months ago • Duration 42 minutes
Price Wars: The Fall of Dollar Stores | Duped
Not everything you buy from the dollar store is going to be a winner, and Wirecutter editor Annemarie Conte knows this firsthand. Today, Annemarie joins David to share tips for shopping smarter at these discounters, and which items you should probably leave on the shelf. Later, David investigates dupes — cheaper, nearly identical versions of popular products — with Chantal Fernandez of The Cut. Dupes are generating a lot of hype online, and as Chantal recently reported, no retailer has gotten more buzz than Quince. Find out how the brand operates, why it’s taken off, and whether it can last in this age of tariffs.
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6 months ago • Duration 42 minutes
Spanx vs Skims | Not Your Grandmother’s Girdle
In 1998, a young office equipment sales rep named Sara Blakely can’t find anything to wear under a pair of tight fitting white pants. Everything she tries on makes her feel unattractive. In a moment of inspiration, she cuts off the feet of a pair of pantyhose, saving the outfit and the day. She realizes she’s not the only woman who might like a product like this, so she takes her modest life savings and invents a product that changes an entire industry.
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5 months ago • Duration 40 minutes
Spanx vs Skims | Kim-Oh-No
For over a decade, reality star Kim Kardashian was one of Spanx’s biggest boosters. She frequently spoke of wearing the product on the red carpet and on her social media pages, even if she was cutting it, dying it, and sewing multiple pieces together to make it work for her. And in 2017, she decides that’s time to take her deep knowledge of shapewear and start her own company to rival Spanx. Going after the industry leader is no sure bet, but Kardashian has fame and fortune on her side.
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6 months ago • Duration 41 minutes
What Killed Red Lobster? | Caught in the Net
Red Lobster redefined American dining habits by making seafood accessible to people living outside the coasts. But its heyday didn’t last. Casual observers believe Red Lobster’s demise was an open-and-shut case of an all-you-can-eat deal backfiring. But there are plenty of other suspects. And as America’s #1 seafood restaurant chain fights to keep its head above water, it must reckon with whether it can trust Wall Street’s offer of a lifeline.
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6 months ago • Duration 32 minutes
What Killed Red Lobster? | Swimming with Sharks
Red Lobster’s new owners dream up a bold plan to revitalize the chain. And they’ve got a Hail Mary — the lure of endless shrimp. But they’ve failed to recognize just how much shrimp Americans can down in one sitting. Celebrities and TikTokers send up a rallying cry to save the chain — but is it enough?
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6 months ago • Duration 39 minutes
What Killed Red Lobster? | Chain Reaction
Chain restaurants are making a comeback — from Chili’s to Red Lobster, the spots we once passed over are cool once more. But why? Is it due to TikTok? Inflation? Millennial nostalgia? Eater reporter Amy McCarthy joins David to explore the recent ‘chain-aissance’ and whether it can help revive Red Lobster. Later, Jordan Myrick, host of the grocery review site Sporked, tastes some storied Red Lobster offerings to find out if its foray into freezer aisles has paid off. Biscuits, anyone?
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7 months ago • Duration 34 minutes
TikTok vs the U.S.A. | Reeling
TikTok scrambles to respond to President Donald Trump’s executive order requiring ByteDance sell the app to keep TikTok operating in the U.S. But the election of Joe Biden in November 2020 offers the company a brief reprieve. TikTok works to make a deal with the new administration, but reports come out that TikTok may not have been completely honest about the privacy of American user data, jeopardizing their status in the country yet again.
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7 months ago • Duration 32 minutes
TikTok vs the U.S.A. | Too Big to Fail
TikTok realizes its attempts to prove to American lawmakers that the Chinese government doesn’t have access to American user data aren’t working, and they need to change tactics. Becoming more aggressive in their lobbying, TikTok taps into the millions of Americans who use the app to urge lawmakers not to ban TikTok. But their efforts come up short.
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Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.
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6 months ago • Duration 32 minutes
TikTok vs the U.S.A. | A Ticking Clock
President Biden signs a law giving ByteDance until January 2025 to divest from TikTok or the app will be banned in the United States. TikTok decides to fight the law in court. Then the case goes all the way to the Supreme Court. But the company’s best hope to overturn the law lies in the outcome of the 2024 election — or so it thinks.
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8 months ago • Duration 34 minutes
The Unraveling of Boeing | The Crash
It’s 2019 and after another deadly plane crash, Boeing finds its reputation and business in free fall. Its best-selling passenger jet, the 737 Max, is forced out of the skies and the company is forced to reckon with its mistakes.
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8 months ago • Duration 38 minutes
The Unraveling of Boeing | Change of Destination
It’s the late 1990s and the seeds of Boeing’s business disaster are being sown. An aerospace mega-merger and fierce competition from its chief rival Airbus are about to transform Boeing in ways that will lead to tragedy.
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8 months ago • Duration 35 minutes
The Unraveling of Boeing | Jedi Mind Tricks
Boeing scrambles to improve its bestseller, the 737, as its competitor Airbus brings an upgraded rival plane to market. To create the 737 MAX, Boeing has to figure out a way to fit modern jet engines onto the 737’s aging airframe. When the MAX encounters problems, Boeing then creates a computer system to fix them. But their lack of transparency with both regulators and pilots will backfire badly.
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7 months ago • Duration 35 minutes
The Unraveling of Boeing | Blow Out
With losses from the 737 Max scandal spiraling into the billions, Boeing’s new CEO Dave Calhoun is looking to bring the crisis to a swift end. But he’s about to face major headwinds. Headwinds that threaten to destroy the entire company.
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7 months ago • Duration 38 minutes
The Unraveling of Boeing | Landing the Plane
Would you fly on a Boeing 737-Max plane? Ed Pierson won’t. He’s a former Boeing senior manager who blew the whistle on safety concerns with the 737-Max project. Today, Ed is the Executive Director of the Foundation for Aviation Safety, and he joins David to discuss Boeing then and now, and where it all went wrong.
Later, Sharon Terlep, aerospace reporter for the Wall Street Journal, dives into the company’s future, discussing the billion dollar question: can Boeing bounce back?
Warning Bells podcast with Ed Pierson: https://www.edpierson.com/podcast
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9 months ago • Duration 33 minutes
Disney Under Siege | Restore the Magic
It’s 2022 and Disney is in trouble. The combined forces of pandemic shutdowns, box-office bombs and political missteps have hammered Disney’s stock price. Marvel’s jilted former boss sees an opportunity. He allies with billionaire investor Nelson Peltz to plot a boardroom coup.
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