Raymond Liu
speaker
1,052 appearances
6 recordings
1 series
first heard Jun 2026
last heard 20 Aug
Raymond Liu’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 3.
Appearances
Finally in 2023, Wonder Group, headed by Mark Laurie, acquired Blue Apron to essentially save the business.
But Neil, as you said, this supplier issue is a major step backwards.
Yeah, and let's also look at the broader milk industry as a whole, because even though HelloFresh has largely remained unscathed in this whole debacle, it's still it kinda it still is the market leader, but its stock is down roughly 52% for this year.
And it recently reported a 7.8% year for year revenue drop after it reported weak Q2 earnings.
Analysts from Barclays downgraded the whole MealKit company, citing weak
Weakening sales trends, failing marketing efforts, and certainly
You know, the company's ability to bring in free cash flow.
And from the consumer side, a CNET survey found that 61% of respondents had actually never tried a meal kit service because one, they think it's too expensive, and two, the subscription requirement, where 46% of those surveys said they don't want to be locked into a commitment.
So they they're also dealing with like a perception issue, because even whether or not
Meal kit services are actually more affordable than actually going out to grocery shopping because when you're dealing with inflation.
It i they still think it's too expensive and they don't want to be contracted into a subscription service.
Yeah, I mean, also, if you're kind of wondering how big is this problem, well, according to the Transportation Intermediaries Association, TIA, theft on rail lines and train yards accounted for 9% of the total confirmed cargo thefts in 2024, with 63% occurring when trains were en route and 37% at train yards.
The Association of American Railroads estimates more than 65,000 rail cargo thefts occurred in
2024, a 40% increase from the previous year.
That translates to roughly 180 cargo thefts per day.
So it is a real thorn in the side of the rail industry.
I think it'll be interesting to see how these robbers will evolve their tactics to overcome these security systems.
Okay, Bloomer.
Okay, sorry, that was bad.
Okay, funny, I didn't get the memo, but all kidding aside, this is what stuck out to me in the article.
Showing 81–100 of 1,052 · page 5 of 53
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