The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.
(0:25) Bill Barker and Dylan Lewis discuss:
- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings.
- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.
- Why big is better for retailers this earnings season.
(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.
Companies discussed: WM, COST, SRCL, GOOG, GOOGL
Host: Dylan Lewis
Guests: Bill Barker, Tim Beyers, Tim White
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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