Market Outsiders

Welcome to Market Outsiders — where business news meets real insight, fast.

In each episode, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.

Can Panera’s Turnaround Plan Actually Work?

Panera used to dominate fast casual. Now traffic is falling and leadership is scrambling to turn it around. In this episode, we unpack: How cost cutting changed salads, sides, and…

What Ending the Penny Mint Means for Prices

The U.S. stops minting new pennies. Cost savings help, but do second-order effects matter more? We dig into: Why it cost ~4¢ to make 1¢ $56M savings vs real economic…

Inside the Company Powering the AI Boom

CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it matters…

Why Holiday Hiring Is Down But Sales Aren’t

Retailers plan the lightest holiday hiring since the Great Recession, but spending is still projected to top $1T. We dig into: Why demand smoothing and e-comm shift cut seasonal roles…

How the Government Shutdown Grounded America’s Flights

The FAA just announced flight cuts at 40 U.S. airports, all tied to the government shutdown. In this bonus episode: Why air traffic control staffing is reaching a breaking point…

Can Pinterest Survive the AI Shopping Revolution?

Pinterest just had one of its worst trading days ever — and blamed tariffs. We dig into what’s really behind the drop: Why ad revenue might be a Pinterest problem,…

PayPal plugs into ChatGPT for E-Commerce

Namaan and Jenny Rae break down PayPal’s new integration with ChatGPT and what it means for e commerce. They cover how checkout could live inside AI, who wins and loses…

Did UPS Outgrow Amazon?

UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation,…

Why Retailers Are Betting on Pokémon and Taylor Swift Cards (October 21, 2025)

Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior,…

16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)

Nestlé just announced 16,000 job cuts, one of the largest in modern CPG history. Jenny Rae and Namaan break down what this massive restructuring says about the company’s new strategy, how it mirrors…

How Walmart Keeps Prices Low (October 16, 2025)

Walmart is making a push on U.S. manufacturing, and says it’s good business. Today, Jenny Rae and Namaan break down what’s signal versus spin, where onshoring can actually cut costs, and why category-by-category moves…

The Secret Behind Delta’s Record Profits and Sky-High Margins (October 10, 2025)

Delta just posted blockbuster earnings, and it’s not because more people are flying. Jenny Rae and Namaan unpack how Delta’s $8B profit engine runs on premium seats, credit card partnerships, and a bet…

Can Panera’s Turnaround Plan Actually Work?

Panera used to dominate fast casual. Now traffic is falling and leadership is scrambling to turn it around. In this episode, we unpack: How cost cutting changed salads, sides, and…

What Ending the Penny Mint Means for Prices

The U.S. stops minting new pennies. Cost savings help, but do second-order effects matter more? We dig into: Why it cost ~4¢ to make 1¢ $56M savings vs real economic…

Inside the Company Powering the AI Boom

CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it matters…

Why Holiday Hiring Is Down But Sales Aren’t

Retailers plan the lightest holiday hiring since the Great Recession, but spending is still projected to top $1T. We dig into: Why demand smoothing and e-comm shift cut seasonal roles…

How the Government Shutdown Grounded America’s Flights

The FAA just announced flight cuts at 40 U.S. airports, all tied to the government shutdown. In this bonus episode: Why air traffic control staffing is reaching a breaking point…

Can Pinterest Survive the AI Shopping Revolution?

Pinterest just had one of its worst trading days ever — and blamed tariffs. We dig into what’s really behind the drop: Why ad revenue might be a Pinterest problem,…

PayPal plugs into ChatGPT for E-Commerce

Namaan and Jenny Rae break down PayPal’s new integration with ChatGPT and what it means for e commerce. They cover how checkout could live inside AI, who wins and loses…

Did UPS Outgrow Amazon?

UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation,…

Why Retailers Are Betting on Pokémon and Taylor Swift Cards (October 21, 2025)

Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior,…

16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)

Nestlé just announced 16,000 job cuts, one of the largest in modern CPG history. Jenny Rae and Namaan break down what this massive restructuring says about the company’s new strategy, how it mirrors…

How Walmart Keeps Prices Low (October 16, 2025)

Walmart is making a push on U.S. manufacturing, and says it’s good business. Today, Jenny Rae and Namaan break down what’s signal versus spin, where onshoring can actually cut costs, and why category-by-category moves…

The Secret Behind Delta’s Record Profits and Sky-High Margins (October 10, 2025)

Delta just posted blockbuster earnings, and it’s not because more people are flying. Jenny Rae and Namaan unpack how Delta’s $8B profit engine runs on premium seats, credit card partnerships, and a bet…

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