Scott Galloway

He had an opportunity to be a leader there, and like the other 499 S&P 500 CEOs, he decided not to.

Fine.

But I don't think that's, you know, if your career, if your business career is 35 frames in the blink of an instant, you know, he got 34.

It's like, try and find a CEO who's been more right than Tim Cook.

It is really difficult.

So just let me also, Tim Cook will overshadow everybody, but it is important to recognize Doug McMillan.

He started out, I think, loading trucks.

I actually did some work with him back when I was at L2.

Very decent guy, very smart.

In his 10 years, up fivefold, 15% annualized return, outperformed a lot of large cap peers, Nike, Nestle, Diageo.

And he was really one of the stronger large cap CEOs and probably the most iconic CEO or most important CEO in retail.

And he was the first retailer to hit a trillion dollar market cap in 2026 and always been sort of a historically low multiple slow growth business, revolutionized retail.

And my story about Doug McMillan was he asked me to come to present to the board of Walmart, I think it was about seven, eight years ago.

And the next day he invited me to,

his office and he spent an hour, they invite their associates, whatever they're called.

There was a line of like, you know, Walmart has a lot of employees.

So 400 people who all look to be like 110 showed up when their smocks, their Walmart smocks.

And he just spent an hour going down the line and saying hi to everybody.

It seemed very easy for him.

He generally seems like a, I think arguably he's kind of the most down to earth.