William

Business pod:

[William @1WilliamBennett]

@ByJasonKlein My personal favs:

Saleh trying to befriend Joe Beningo

Elijah Moore telling LaFleur to go f**k himself and getting sent home from practice

Rex taking the team to Dave & Busters the night before playing the Bills (they lost 37-14 the next day)

[William @1WilliamBennett]

Did you know for every $100 pair of pants Macy's sells, they only make 70 cents? $M is in decline, while $JWN is thriving. Why is that? My latest episode on Macy's decline:

https://t.co/zTNNb2McSg

[William @1WilliamBennett]

In advance of $NFLX earnings, I think it's worth pointing out the market cap is 4x that of $DIS. Just sayin.

[William @1WilliamBennett]

$UAL giving 2 two separate expected EPS figures! Crazy.

My guess is due to potential decline in international biz travelers.

Biz travelers account for 45% of revenues on legacy carriers like $DAL, $AAL. #Tariffs could impact that market quite a bit. Crazy times.

[William @1WilliamBennett]

$JWN is a good buy. Nordstrom Rack was a genius move, both markets (price-first & quality-first) are properly segmented under the same name. They operate at 2x the efficiency of Macy's with 150 less stores. $M will slowly decay if they don't change their positioning.

[William @1WilliamBennett]

@TheLongInvest $JBLU is finished w/in 5 yrs if they can't fix their operational problems. They only fly 1 type of plane. Can't scale up or down. Losing market share to ULCC's and legacy players at same time. No centralized hub. Lots of weak points.

https://t.co/hDsJQhbp54

[William @1WilliamBennett]

I go completely in-depth on this issue in my #Business Journal #podcast, available here on Spotify:

https://t.co/hFlxdpUNZ6

(5/5)

[William @1WilliamBennett]

$JBLU May go bankrupt within 10 years, and here are 3 reasons why:

1. Route Model: #JetBlue operates on Point-to-Point which limits their route network, thus preventing them from gaining market share at regional airports.

(1/x)

[William @1WilliamBennett]

3. Infrastructure Issues: JetBlue primarily flies AirBus A321's, which limits their capacity to scale up (internationally), and more importantly, scale down (when losing passengers to ULCC's). They're 'stuck in the middle' right now.

(4/x)

[William @1WilliamBennett]

@YahooFinance @BrookeDiPalma Not surprising. $M #macys has 2 full levels in most stores, 1 for women, 1 for men. Zero ad dollars spent on the latter demographic — either spend, or close the men’s floor & save $ on retail 🤷🏼‍♂️. Half measures.