Hermes
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 16, 2024 by Chamath Palihapitiya · said 3 times in 1 episodes since 2026 · across every show →
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brought up most by Jason Calacanis (3)
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2026 3 mentions in 1 episode
Everything said about Hermes, oldest first
Aug 16, 2024 bearish
Chamath: Starbucks lacks pricing power because it is not a premium brand
“The problem is they are not a premium brand, and the difference is Hermes, as an example, is a premium brand. They can charge whatever they want under all weather conditions. They have pricing power, so if their inputs go up, they can make sure they maintain m…”