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

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If Prices Could Talk

Holden Advisors

44 episodes

5 days ago

Welcome to If Prices Could Talk, the podcast where we explore the strategies and tactics that drive effective pricing, sales, and negotiations in B2B. Join us for candid conversations with thought leaders and industry experts as we dive into what’s working, what’s changing, and how to build and sustain pricing power in today’s markets. We’ll explore tactical approaches to value-based pricing, improving sales effectiveness, and best practices for negotiating with backbone.

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

If Prices Could Talk

35 minutes 37 seconds

7 months ago

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

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? A Deep Dive Into Its Decline

How much Southwest, major airlines make on checked bags

15:45 Walgreens gets purchased by Sycamore Partners after an 83% drop in value from peak

⁠Where Did the Retail Giant Go Wrong?⁠

⁠Walgreens is heading down a risky path⁠

24:41 Poppi gets purchased by Pepsi for $2B

Pepsi Co Buys Prebiotic Soda Brand Poppi For Nearly $2 Billion

Can Pepsi’s poppi purchase help it go younger as Americans drink less soda?

Jeet’s LinkedIn: https://www.linkedin.com/in/jeet-mukherjee-58462a1/Pete’s LinkedIn: https://www.linkedin.com/in/petermorelli/Tracy’s LinkedIn: https://www.linkedin.com/in/tracyleighdent/