Podcast Episodes
Back to SearchBank of America Q4 2025: Financial photoshop made the ratio look prettier? - 1.14.2026 (007)
Season 1 Episode 7
It’s a tale of two banks in Bank of America’s Q4 report. While the "boring" engine of traditional banking is finally revving up with a pivotal jump i…
6 months, 2 weeks ago
Delta Air Lines, Inc. Q4 2025: An airline that’s actually a bank - 1.13.2026 (006)
Season 1 Episode 6
Is Delta Air Lines actually just a credit card company that owns a really big repair shop? In this episode of Earnings Unscripted, Susie and Miro div…
6 months, 2 weeks ago
JP Morgan Chase & Co. Q4 2025: Strategic pain for the biggest bank - 1.13.2026 (005)
Season 1 Episode 5
Jamie Dimon usually walks into earnings season like he owns the place, but this quarter, the rent just went up. In this episode of Earnings Unscripte…
6 months, 2 weeks ago
WD-40 Company Q1 2026: Can a Smart Straw Strategy payoff? - 1.8.2026 (004)
Season 1 Episode 4
The blue-and-yellow can is getting more profitable, but shareholders aren't seeing the cash.
In this episode, Susie and Miro dissect a perplexing Q1 …
6 months, 3 weeks ago
Constellation Brands Q3 2026: Beer flashing a blue collar recession? - 1.8.2026 (003)
Season 1 Episode 3
Constellation Brands (STZ) just reported Q3 earnings, and the results are… messy. With beer shipments dropping 14% and the unstoppable Modelo growth …
6 months, 3 weeks ago
Albertsons Companies Q3 2025: Selling data > selling bananas - 1.07.2026 (002)
Season 1 Episode 2
The Kroger merger is officially in the rearview, and Albertsons is waking up to a "New Day." But is the market buying it?
In this episode, Susie and M…
6 months, 3 weeks ago
Costco Q1 2026: A sleeping digital giant? - 12.11.2025 (001)
Season 1 Episode 1
In this episode of Earnings Unscripted, Susie and Miro unpack a quarter that proves Costco is far more than just $1.50 hot dogs and bulk toilet paper…
6 months, 4 weeks ago