After Earnings

In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion.  TIMESTAMPS: 00:00:00 Start 00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships 00:06:09 The growth of sushi in the US and sushi going mainstream 00:07:41 “Eatertainment”, Kirbi the roboserver, and quality 00:08:53 The Doordash partnership 00:10:52 Opening 10 restaurants in the fiscal year 00:14:51 Explanation of white space 00:16:36 Where does Kura fit in the sushi landscape 00:20:59 Sourcing sushi from all over the world and super freezing for freshness 00:23:53 Americanizing the menu, rolls, and operations 00:25:51 The loyalty program members and the new app gathering data 00:31:02 Being an executive in the restaurant industry and permitting 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

In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations. $REE 00:00:00 Start 00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry 00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry 00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos 00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles 00:27:38 Securing working capital amid macroeconomic uncertainty 00:31:21 Demystifying business nuances for investors as the CEO 00:39:02 Daily driver preferences and driving experiences 00:43:23 The distinct role of commercial EVs in last-mile delivery services After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public. $BRZE 00:01:21 - The state of marketing  00:06:09 - Why they built the company in 2011 and how the landscape changed  00:10:27 - How big names are using Braze  00:18:05 - Landing an 8 figure customer and “hunting and farming”  00:21:41 - What tools companies consolidate when they move to Braze   00:26:35 - Why costs differs across platforms  00:30:02 - Scaling at Braze and profitability  00:35:23 - Being a startup founder CTO turned public company CEO  00:38:46 - Using AI for the last decade and the rise of GenAI  00:49:59 - Steering clear of political campaigns After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration. $RDW  TIMESTAMPS: 00:00:00 START 00:03:02 Where Redwire lies in the space value chain 00:06:06 Redwire’s Q4 national security revenue 00:10:23 On space race and moon dominance 00:15:01 The outlook for drug development in space 00:24:52 Drivers for profitable growth rate 00:31:17 The dynamics of space industry revenues 00:35:09 The bidding process 00:48:08 Aliens: Are they real or not real? After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami. $CELH 00:00:00 START 00:03:11 Celsius’ growth story 00:06:26 Selecting which sports brands and personalities to partner with 00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully 00:13:02 The process of product development  00:17:00 Growth levers from Pepsi’s $550M investment 00:23:45 Pricing strategy for entering new markets 00:26:10 Stepping in as Celsius’ new CEO 00:33:04 Deepening the relationship with retail investors After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack. Timestamps 00:00:00 Start  00:06:23 Coming up with engaging and fun product flavor names 00:14:29 Preparing the company for what is to turn into future demand 00:19:29 Making customer-centric decisions 00:26:08 AI applications at Bark 00:31:51 General approaches to retail partnerships 00:36:44 The transition from Meetup.com to Bark 00:40:44 Building and sustaining momentum within the company 00:43:30 How to keep employees’ energy despite rollercoaster rides in the business ________ After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making.   Timestamps 00:00:00 Start  00:04:17 How Sprout Social’s strategy shifted as a company in 2023 00:13:33 Companies becoming social-first organizations 00:19:10 How social listening data can shape brand marketing 00:23:43 Balancing quality and speed as a company 00:31:01 The three areas in which AI is helpful to customers 00:34:46 Influencer marketing 00:40:09 Insights from data gathered on Sprout 00:45:00 Societal conversations around social media _________ After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us. After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: @AfterEarnings TikTok: @AfterEarnings  Instagram: @AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices