Daniel Schwartz

speaker

501 appearances 1 recordings 1 series first heard Feb 2026 last heard 10 Feb

Daniel Schwartz’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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You want to hold it to the highest possible standard.

Yeah, I agree with that.

Disruption and disintermediation.

I think we have a greater appreciation today for businesses that own the relationship with their end customers.

If you have that, you're less likely, I mean, it seems obvious, but less likely to be disintermediated through some new disruptive force.

Since 2004, we followed restaurant businesses.

We followed packaged food and consumer packaged goods businesses.

And there is this ongoing shift we've seen in society of the share gain of private label.

If you're a large retailer, be it a Walmart and Amazon or Costco or

If you own the relationship with your customers, you have this ability to disintermediate the company selling to you.

Kirkland happens, yeah.

Kirkland's a fantastic brand.

It's one of the largest in the country.

You and I probably both have plenty of Kirkland products in our household.

Compare and contrast that with the restaurant business.

So Burger King or Tim Hortons.

Popeyes or Firehouse Subs.

I mean, those are just a few great brands.

I mean, we happen to be involved in them.

Each of those brands owns the relationship with our end customers.

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