This podcast episode discusses three main business news stories: the Hong Kong IPO of Mixue, a Chinese boba and ice cream chain with more outlets than McDonald's; the departure of Kroger's long-time CEO due to personal conduct issues; and Domino's finally adding stuffed crust pizza to its menu after years of customer demand. The hosts analyze each story, providing context and insights into the business implications. For example, while Mixue's rapid expansion is impressive, its reliance on franchising and lack of audited financials raise concerns. The discussion highlights the complexities of investing in rapidly growing companies, particularly in international markets, and the importance of considering factors beyond just impressive growth numbers. The episode concludes with a segment on the booming med spa industry and investment opportunities in companies like Evolys, which offers a Botox competitor.
