Southwest's loyalty shift, Pepsi buys Poppi, and Walgreens' move to private equity

Episode notes

In this episode, Jeet Mukherjee and Pete Morelli join Tracy Dent to break down headlines surrounding Southwest Airlines new strategy, Poppi’s sale to Pepsi, and Sycamore Partners’ acquisition of Walgreens. We discuss: Southwest Airlines’ revamp of their loyalty strategy, the surrounding controversy, and how the company can win back customers while strengthening their competitive position Pepsi’s acquisition of Poppi, its signal as a shift in beverage trends, and what it means for future growth Walgreens’ move to go private after 100 years, and how the sale to private equity firm Sycamore Partners raises questions about the industry and ongoing pharmacy disruption from companies like Goodrx and Cost Plus Drugs CHAPTERS 00:00 Introductions 00:46 Southwest Airlines change in strategy to compete with Big 3 What Happened to Southwest Airlines?

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