# The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65

Page: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/the-real-state-of-the-american-consumer-w-three-evercore-analysts-the-real-eisman-playbook-ep-65
Text version: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/the-real-state-of-the-american-consumer-w-three-evercore-analysts-the-real-eisman-playbook-ep-65.md
Podcast: [The Real Eisman Playbook](https://stenobird.com/podcast/the-real-eisman-playbook-7365067)
Published: 2026-06-22T16:06:00+00:00
Episode link: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL4834116932.mp3
Audio file: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL4834116932.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/the-real-state-of-the-american-consumer-w-three-evercore-analysts-the-real-eisman-playbook-ep-65
Duration seconds: 4140

## Resource

On episode 65 of The Real Eisman Playbook, Steve Eisman sits down with three Evercore consumer analysts (Michael Binetti, David Palmer, and Greg Melich) for a sweeping deep dive into the health of the American consumer across restaurants, retail, food companies, and big box stores. They also dig into why Nike is struggling to turn around, why traditional food companies like Campbell's and Kraft Heinz face structural headwinds from the protein and GLP-1 revolution, and why Ralph Lauren may be the most surprising brand success story in retail today. 0:00:00 - Intro 0:02:08 - The Health of the Consumer: Restaurants, Retail, & More 0:13:42 - How AI Has Impacted These Companies 0:18:00 - Struggling Retail Companies 0:23:48 - Is Nike Fixable? 0:27:26 - Macy's & Department Store Troubles 0:30:12 - Restaurants: Starbucks, Chipotle, Wendy's, Olive Garden, Taco Bell, & More 0:36:10 - How GLP-1's Have Impacted Food Companies 0:41:57 - Best Buy 0:44:22 - Home Depot & Lowe's 0:48:10 - Walmart & Costco 0:50:01 - The Auto Industry: O'Reilly, Autozone, & More 0:51:22 - Energy Costs 0:52:24 - Ralph Lauren 0:56:53 - Restaurant Charts 1:01:05 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investme…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/the-real-state-of-the-american-consumer-w-three-evercore-analysts-the-real-eisman-playbook-ep-65/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-real-eisman-playbook-7365067/the-real-state-of-the-american-consumer-w-three-evercore-analysts-the-real-eisman-playbook-ep-65.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.