In this episode, Ray breaks down how close to 10% of Americans are using Ozempic, and how this is affecting restaurants. He also breaks down the real reason behind Tesla creating a diner, and how the Pumpkin Spice Latte crushed expectations for Starbucks. He discusses the reporting mistakes made by Beyond Meat, breaks down how restaurants performed in July, examines a major food company breakup, and shares his thoughts on a new beverage trend. (Photo in thumbnail: Ye Fan for The New York Times)Links:<ul><li><a href="https://www.nytimes.com/2025/08/07/dining/ozempic-appetite-small-meals-restaurants.html?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Ozempic (NYT)</a></li><li><a href="https://www.radioiowa.com/2025/09/02/iowa-eateries-taking-a-hit-due-to-popularity-of-weight-loss-drugs/?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Radio Iowa (Ozempic impact)</a></li><li><a href="https://fastcompany.co.za/tech/2025-04-10-meet-culina-elon-musks-ai-chef-that-could-replace-your-favourite-cook/?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Fast Company (Culina AI Chef)</a></li><li><a href="https://www.nytimes.com/2025/08/05/dining/tesla-diner-elon-musk.html?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Tesla Diner (NYT)</a></li><li><a href="https://www.bloomberg.com/news/articles/2025-09-01/starbucks-ceo-says-pumpkin-spice-season-drove-record-sales-week?srnd=phx-industries-consumer&utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Starbucks (Pumpkin Spice)</a></li><li><a href="https://sentientmedia.org/beyond-meats-rumored-bankruptcy/?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Beyond Meat Bankruptcy Rumor</a></li><li><a href="https://restaurant.org/research-and-media/research/restaurant-economic-insights/restaurant-performance-index/?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Restaurant Performance Index</a></li><li><a href="https://www.fooddive.com/news/kraft-heinz-to-split-into-2-publicly-traded-companies/758959/?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Kraft Heinz Split</a></li><li><a href="https://foodinstitute.com/focus/the-rise-of-dirty-soda-a-trend-taking-the-beverage-industry-by-storm/?utm_source=chatgpt.com" target="_blank" rel="ugc noopener noreferrer">Dirty Soda Trend</a>If you come across something you ended up having to search for, send us a message to help make these Show Notes better!_____________________Enjoy the pod? Get more from Repertoire:<ul><li><ul><li>💌 → <a href="https://www.joinrepertoire.com/newsletter">⁠⁠⁠⁠The Repertoire Newsletter⁠⁠⁠⁠</a></li><li>🎙 → <a href="https://geni.us/repertoirepodcast">⁠⁠⁠⁠Share the Podcast⁠⁠⁠⁠</a></li><li>📸 → <a href="https://www.instagram.com/joinrepertoire">⁠⁠⁠⁠Instagram⁠</a>__Disclaimer: We earn commission income through qualifying purchases made via Amazon’s Affiliate program and other affiliate links in this description.🙏Thank you for listening.</li></ul></li></ul></li></ul>

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