The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65

On episode 65 of The Real Eisman Playbook, Steve Eisman sits down with three Evercore consumer analysts (Michael Binetti, David Palmer, and Greg Melich) for a sweeping deep dive into the health of the American consumer across restaurants, retail, food companies, and big box stores. They also dig into why Nike is struggling to turn around, why traditional food companies like Campbell's and Kraft Heinz face structural headwinds from the protein and GLP-1 revolution, and why Ralph Lauren may be the most surprising brand success story in retail today. 0:00:00 - Intro 0:02:08 - The Health of the Consumer: Restaurants, Retail, & More 0:13:42 - How AI Has Impacted These Companies 0:18:00 - Struggling Retail Companies 0:23:48 - Is Nike Fixable? 0:27:26 - Macy's & Department Store Troubles 0:30:12 - Restaurants: Starbucks, Chipotle, Wendy's, Olive Garden, Taco Bell, & More 0:36:10 - How GLP-1's Have Impacted Food Companies 0:41:57 - Best Buy 0:44:22 - Home Depot & Lowe's 0:48:10 - Walmart & Costco 0:50:01 - The Auto Industry: O'Reilly, Autozone, & More 0:51:22 - Energy Costs 0:52:24 - Ralph Lauren 0:56:53 - Restaurant Charts 1:01:05 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices