16 Feb 2024
28m

Lots More on What Earnings Are Telling Us About Prices Now

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Odd Lots

This podcast episode discusses the recent trend of layoffs in the tech industry. The speakers note that while the situation is not as dire as it was earlier in 2023, layoffs are still making news. They also discuss the importance of price increases and margin growth for consumer products companies, as well as the increasing importance of data and AI in the industry. The episode closes with predictions for pricing strategy in 2024, with the speakers believing that companies will move away from the pricing power strategy they adopted in 2023 and instead focus on volume growth.

Outlines

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