Show notes
ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.(00:21) Bill Barker and Dylan Lewis discuss:- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.- Target and Shopify linking up for a win-win partnership.(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOWHost: Dylan LewisGuests: Tim Beyers, Tim Beyers, Ricky MulveyProducer: Ricky MulveyEngineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices