Thematic Podcasts: Recent Episodes

Channel Dynamics

Thematic podcasts by Channel Dynamics feature top private company operators speaking to the most salient themes and events covered in CD reports. These themes will include electrification, industry 4.0, alternative energy, digitalization, web3, sustainable food supply chains, and IDFA.

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Heritage Pool Supply Group Pool Corp's Acquisition of Pinch a Penny Leslie's PRO Format and Trichlor market updates Pentair's market share losses in the variable speed pump market New construction dynamics and Latham/fiberglass pool market share dynamics

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Highlights from recent consumer, advertising, freight and advertising calls

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Foodservice distro, auto parts retail, generators, hotels & OTAs, linear and CTV, aggregates, and telecom contracting

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Consumer, advertisinf, freight, cement and healthcare

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Consumer, Advertising, Freight and Healthcare

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Building Products, Industrial Distro, Med Tech and Healthcare Services

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Slowing consumer demand Ad spend deceleration  Industrial short cycle checks feel strong Freight update

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  • Overview of IDFA
  • Types of campaigns seeing biggest headwinds
  • Competitive dynamics - relative winners and losers
  • Potential workarounds
  • 2022 marketing outlook