Morning Brew Daily - Kraft Heinz Ditches Artificial Dyes & The Rise of the ‘Infinite Workday’

Episode Date: June 18, 2025

Episode 607: Neal and Toby chat about Microsoft’s latest study into the average worker’s workday and it looks like we’re in the age of the ‘infinite workday’ where messages and emails know n...o bounds. Then, Kraft Heinz announced they’re going to remove all artificial dyes from their products by the end of 2027. Also, social and streaming overtake traditional media outlets as go-to sources of news and entertainment. Plus, Robox’s ‘Grow a Garden’ game beats out Fortnite to become one of the most popular games in the world.  00:00 - Florida Panthers win the Stanley Cup 3:00 - Welcome to the ‘infinite workday’ 8:10 - Kraft Heinz ditches its artificial dyes 11:50 - Social media for the news 14:00 - Streaming overtakes cable and broadcast 17:45 - Roblox rocks 20:40 - Sprint Finish! Gain the edge with Amazon Ads by going to advertising.amazon.com/startnow Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

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Starting point is 00:00:29 Good morning, Brewed Daily. show. I'm Neil Fryman. And I'm Toby Howell. Today, a new workplace report found that 8 p.m. meetings are becoming more common. Microsoft Teams and chill, anyone? Then get ready for gray jello because Kraft Hines is ditching artificial dyes from its food. It's Wednesday, June 18th. Let's ride. Good morning and congratulations to the Florida Panthers who hoisted the Stanley Cup trophy last night after beating the Edmonton Oilers in six games. Is it time to start bringing up the D-word dynasty. This is the Panthers' second consecutive championship and the third straight time they played in the final series. Meanwhile, oh, Canada. The Oilers loss means that no Canadian NHL squad has won
Starting point is 00:01:16 the Stanley Cup for 32 years running now, despite the country having seven teams in the league. Toby, it doesn't feel right at all, but Southern Florida is the epicenter of the hockey universe. Petition to rename it the Ice Belt because the Sunbelt is an absolute hockey juggernaut 10 of the past 21 champs have come from the Sunbelt, proving that a tan and the financial benefits of playing for a team with no state income tax are two of the most essential parts of winning a Stanley Cup. And I am sorry Canadian fans to rub it in even more. Teams in Florida have now won four cups in the last five years. That is as many as the entire country of Canada has produced in the last 37 years.
Starting point is 00:01:55 So to all our long-suffering Canadian listeners, maybe it's time to trade Calgary for Clearwater, Montreal, for Miami, Ottawa, for Orlando. to come enjoy some sun and some winning hockey. And now a word from our sponsor, Amazon ads. Neil, you ever go on a road trip and see billboards on a highway and think, are these reaching relevant audiences? A lot of the times the only thing those are good for is completing certain letters when playing the alphabet game.
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Starting point is 00:03:26 ends June 30th terms at AKA.m.m.S. College PC. Picture this. It's 8 p.m. on a weeknight. You're logging into Microsoft Teams, coffee in hand for the first of back-to-back meetings with your coworkers in Australia, and you're thinking to yourself, am I the only one doing this right now? The answer is no, no, you're not. A massive new report on workplace trends from Microsoft found that people's jobs have blurred into one, quote, infinite workday where meetings, emails, and ping start early in the morning and run continuously late into the night. That 8 p.m. meeting is the perfect example. Microsoft's researchers, found that the number of meetings occurring after 8 p.m. surged 16% from the year before in the 12 months ending in February, fueled by geographically distributed workplaces. And by 10 p.m., the meetings may have ended, but almost a third of active workers were monitoring their inboxes for emails. The modern workday, for many, has no clear start or finish, write the authors of the Work Trend Index Special Report, which teased out trends from millions of global users of Microsoft 365 apps like
Starting point is 00:04:26 Teams and Outlook. This infinite workday, quote, starts early. mostly an email and quickly swells to a focus sapping flood of messages, meetings, and interruptions. They added, Toby, this seems to be a downstream consequence of the rise in remote work. On the one hand, it's lent professionals unprecedented flexibility in how they schedule their time. On the other, it's resulted in job demands that are a constant presence clouding their daily lives. Either way, the 9 to 5 is done and dust it. I mean, someone call up Dolly Part because the 9 to 5 just isn't a thing anymore. the modern work day, no clear start, no clear finish. And part of the reason why work just
Starting point is 00:05:02 stretch on infinitely is because you can't really get anything done in the middle of the day because you're constantly being interrupted. Half of all meetings take place between 9 and 11 a.m. or 1 in 3 p.m. And that is when research shows we are at our most productive. We have natural productivity spites because of our body's circadian rhythm. So imagine you're sitting down trying to do some deep work and then, you know, Stacy comes over and says, hey, you want to do a little meeting, ad hoc meeting. It just totally messes up your whole flow, which pushes more work later into the evening, pushes more work early into the mornings because you just need to focus at some point.
Starting point is 00:05:36 And usually that's on the tail end of the actual work day. And funny that you mentioned ad hoc meetings because this is a new feature of the workplace, according to Microsoft. 57% of meetings are spontaneous ad hoc. One in 10 scheduled meetings are booked at the last minute. They also found that PowerPoint edits spike by 122% in the final 10 minutes before our meetings. They show that people are scrambling to get their decks ready to present. So many meetings are not planned in advance.
Starting point is 00:06:03 More than half are not. And that is another reason why you just constantly get interrupted. You can't get any deep work done. And I'm sure so many people listening to this are about to get interrupted today, later today, with someone saying, hey, let's go to a meeting. And then you can point to this report and saying, actually, this is probably not the best idea for us. Yeah, this lack of focus is a huge issue. This is probably the craziest stat from this entire report, but they looked at every time a knowledge worker was interrupted by a ping from an app. So think
Starting point is 00:06:31 about an email, a calendar invite, someone messaging you. That happens once every 1.75 minutes, basically once every two minutes, 275 times during the workday. So if you ever feel like your brain is just scrambled and you're like, how, what did I actually get done today? It's probably because you were being constantly interrupted. And we were speaking about this before the show is that when you have a meeting on the calendar, even if someone's not messaging you, it feels like you're 30 minutes leading up to that meeting are sacrificed because you're like, ah, I got this meeting coming up. I can't focus.
Starting point is 00:07:01 I don't want to start anything. And that just leads to this never-ending cycle if you have multiple meetings and you have maybe a creative job or a job that creates requires deep work. So, man, it is just, it feels like you're navigating chaos because you actually are. And I thought this Forbes headline actually summed it up the best. Flexible work was the promise, the infinite work day. is the reality. So many of us who worked remotely during the pandemic thought that it was an unlocked to working, you know, working by our own hours and taking charge of our workday a little bit more.
Starting point is 00:07:32 But what we're seeing now is the actual consequence is that your workday just doesn't really stop. And especially, we can't stress enough how much a global workforce comes into this because when you're having meetings at 8 p.m. often it is with colleagues overseas and because of remote work, companies feel like they can have a distributed workforce with not, you know, not having people come into the office. And nearly a third of meetings now span multiple time zones, which is up 35 percent since 2021. So that is a major contributor. And what's the solution to this? What do you think Microsoft is saying the solution, Toby? What do you think Microsoft is going to say? Obviously, they're saying artificial intelligence can help offset some of this work, step in and take over
Starting point is 00:08:10 some of those low value, quote, low value administrative tasks and free people up to do work that actually matters. but also you have to remember that AI has fueled a bunch of anxiety of, you know, taking your job. So on the one hand, it's supposed to save you time, but on the other hand, it might be coming for your job. So tough, you're stuck between a rock and a hard place here, an infinite workday and no job whatsoever. So a little bit of a bleak future there, but, you know, such is the timeline that we're living in right now. As the 4th of July draws near, enjoy the bright yellow mustard and fire truck red ketchup you're putting on your hot dogs because come 2027, some of your favorite foods, might be rocking a different hue. The snack conglomerate Kraft Heinz announced yesterday
Starting point is 00:08:51 that it will phase out artificial dyes from all its products by the end of 2027 following pressure from the FDA. For Kraft Heinz, that's actually not too lofty a target. According to the company, nearly 90% of its U.S. products in terms of sales already don't use artificial dyes. But the remaining 10% are iconic and will take some fiddling. Craft Heinz brands that sell products that use dyes include Crystal Light, Kool-Aid, Jello, and Jet Puffed.
Starting point is 00:09:17 So as long as you don't go to summer camp, you probably won't see much of a difference. The decision follows calls from HHS, Secretary RFK Jr., for the food industry to cut out the potentially harmful dyes from their products. A rallying cry already heated at the state level by California, Virginia, and West Virginia. Craft Hines was already considering a major business shakeup after sales dropped 6.4% last quarter, as legacy brands like Lunchables and Presum fall out of favor with health-conscious consumers. So now they have to add find new ways to make Kool-Aid red to their to-do list, Neil.
Starting point is 00:09:50 This is a landmark moment in the move away from artificial dyes. Craft is a massive company. It's the biggest company yet that signaled it would moving away from artificial food dyes, be facing pressure from the U.S. government and states that are loading up on these laws. We'll have to see whether other companies follow in their footsteps. My question is, is this going to be easy? Like, can they do this? Well, back in 2016, they did remove artificial dyes from Kraft, Mac, and Cheese.
Starting point is 00:10:15 and that still looks as yellow as ever. Maybe they're using turmeric or something. But they did manage that successfully. However, people in the food industry say, like, if it was easy to remove artificial dyes, they already would have done it easy and cheap because natural dyes cost manufacturers about 10 times more than their artificial equivalence
Starting point is 00:10:36 and they're not as abundant. You can make these things in a lab super easily, and food experts told Bloomberg, they're like, it's not like they're 150 million pounds of beet juice sitting around. rounds. So this is going to spark a scramble among companies to figure out a way to do this and still keep their sales at the pace that they've been going because it, you know, while it doesn't affect taste at all, it does affect a person's interaction or sensory relationship with their food, and that's a
Starting point is 00:11:00 big deal. Yeah, tricky to match these very vibrant hues with natural ingredients. Experts point to specifically hues like greens or blues that are difficult to recreate. So, but a lot of those products you mentioned are red. But you mean blue raspberry is not a real fruit? occurring substance. It's crazy. So I think that Kraft too is going to maybe look at that last 10% and say, where can we reformulate? Where does it actually make sense? And then what products should we just ditch? Because it's not worth it. So you might see some products fall to the wayside and just remove them entirely. But it does come at a rocky time for Kraft Heinz in general. Remember, Kraft and Heinz came together under this Berkshire Hathaway orchestrated merger back in 2015 and just
Starting point is 00:11:42 hasn't really gone well since. Stocks down more than six. 60% over the last 10 years because the synergies that they hoped would come from joining two big snack brands have not come to fruition. A lot of their legacy brands are under a ton of pressure. Lunchables and Capri's son are just not popular with the kids anymore, especially under this new kind of healthy era in America right now. So it does look like this is one of their issues and they're making headlines by announcing that they're removing dyes, but they have a lot of, you know, core business issues to figure out a while. And now they have to make Kool-Aid with beat juice. I mean, the hits keep going.
Starting point is 00:12:15 Okay, now for a new segment we're calling Changing of the Guard, where I'll bring you two milestones that reflect the world we live in today. The first changing of the Guard, for the first time ever, social media and video platforms have become the number one source of news in the United States, taking over traditional TV and news websites for the first time. That's according to a report by the Reuters Institute, which found that 54% of Americans currently get news from social media sites like YouTube, Facebook, and X, compared to 50% from TV and 48% from news. sites and apps. This mirrors the broader shift toward the creator economy where individuals empowered by social media can be heard and seen by people everywhere without going through those traditional gatekeepers of media distributions such as TV, websites, and newspapers. A couple of other interesting tidbits. TikTok is the fastest growing social and video network for news used by 17% of people around the world to keep up to date with current events.
Starting point is 00:13:09 And X. Elon Musk's social network has also been a winner with its usage for news stable or increasing across many markets, especially in the United States, the report said. Yeah, the rise of social media is nothing new. This has been coming for a long time, but this shift of personality-based news might be a little bit newer. We talked a lot about how the last election was the podcast election, and you look at this report and you see which personalities were most widely known. Joe Rogan comes up nearly a quarter of the population, and this survey talked to 100,000 people had come across some sort of news from Joe Roken in the previous week. So he is clearly influencing a lot of people. And the connection it
Starting point is 00:13:46 drew to politics was, the report said, it said populist politicians around the world are increasingly able to bypass traditional journalism in favor of friendly, partisan media personalities and influencers who rarely ask difficult questions. So that's the downstream effect, because then you look at what people said were the most, the biggest sources of false or misleading information. Half of them said people, influencers online. So they're saying that. We're getting our news from these people, but we also know that they're not trustworthy sources. So just fascinating ripple effects from people shifting away from legacy institutions and more towards these creators and influencers.
Starting point is 00:14:22 Okay, let's go to the next changing of the guard. This has been a long time coming, but it's finally arrived. Americans watched more TV via streaming than through cable and broadcast in May, the first time that's ever happened over a full month, according to Nielsen. As recently as 2021, almost two-thirds of total TV time was directed to cable and broadcast dwarfing the 26% for streaming. So what caused the gap to close so dramatically in the past four years? It's a population you might not expect, boomers.
Starting point is 00:14:52 According to the New York Times, people over 65 have been the fastest growing age group for watching YouTube off a TV set since 2023, with their time spent spiking 106%. And another wild stat, the amount of time boomers are spending watching YouTube on TV is the same as children under 11. And since Baby Boomers watch so much TV more than any other age range, their shift in habits has propelled streaming to finally overtake cable and network. And it's not like they're watching Netflix or watching sex in the city. They're actually going to free streaming services like Tooby, Roku, and Pluto.
Starting point is 00:15:28 And part of the reason why industry watchers say this is happening is because boomers grew up on ad-supported television. Like that's what cable used to be. These platforms do the same thing. so they're very much used to ads, whereas maybe a younger person likes Netflix where they can just put on their TV show into binge. And it's caught some really interesting wrinkles in Nielsen's TV viewing habits.
Starting point is 00:15:50 Gunsmoke, which is his western that came out in 1955, went off the air in 1975. It's been making appearances in Nielsen's list of most watch streaming series because boomers are just saying, hey, I remember Gunsmoke, let's put it on Pluto, let's put it on Tubi, let's put it on Roku.
Starting point is 00:16:06 So just a fascinating shift and consumer habits, really pushed by an audience that you wouldn't expect. Up next, let's talk about the underground economy happening on Roblox. Spring is the season everyone refreshes everything except their blinds. People put it off because they think it's complicated. But at Blinds.com, we've spent 30 years proving it's not. Right now, you can save big during the Spring Cyber Monday sale. Whether you want to DIY it or have a pro to handle everything from measure to install,
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Starting point is 00:16:50 Roblox shares just hit their highest level since 2021, thanks not to gamers thumbing their controllers, but to green thumbs tending virtual soil. A garden simulation game called Grow a Garden is booming on the platform right now, driving insane amounts of traffic. According to Sherwood News, Grow a Garden set the concurrent player record with 16.5 million people gardening at once last
Starting point is 00:17:13 Friday, surpassing the old mark set by Fortnite. Grow a Garden is one of the many mini-games that developers build on Roblox. The gameplay is pretty much exactly what you'd expect. Players plant seeds, sell crops for in-game currency called Shekels, and reinvest to buy more seeds and raise more animals. Might not sound all that exciting, but users are paying real-world cash to speed up their agricultural ambitions on platforms like Discord and eBay. The game was allegedly developed in just three days by a 16-year-old, but it has since caught the eyes of bigger developers with a few studios investing money to expand and market it.
Starting point is 00:17:48 Whoever the anonymous teen originally behind the game is, Roblox owes him a lot of Robux. Shares of the company are up 72% since the game first appeared on the platform. Now, this is probably not a game that would be on your radar if you're not a 13-year-old, but it shows the power of getting your game on the radar of a bunch of. 13 year olds. This is one of the few if only things that kids are doing these days where I'm like, I get it. Farm Sim is
Starting point is 00:18:13 a classic. This is Gen Alpha's FarmVille and simulation games that are just running in the background are super popular. I was a big flight simulator guy and I know many other people did these various sims in various industries or sectors
Starting point is 00:18:29 I guess you want to call it. So I'm not at all surprised that this particular guarding simulator is so popular. It looks like the game developers did some interesting tricks to kind of supercharge that grow things like letting the time elapse on screen continue while you're not playing the game. So I mean, gardening does take, you know, a bit of time. So even digitally. So if you, you know, step away from the screen, it still grows and you can come back and get reward a little bit. And that's part of the reason why there's in-game economy has sprouted up as well, because for every person that is willing to wait for,
Starting point is 00:19:00 you know, their plants to grow. There's another person that wants to pay to speed up the process. So there's kind of this underground black market off the platform where people saying, like, hey, I got this dragonfly that I raised here. Dragonflies take a lot. They're very rare in the game. You can go and buy them on a Discord or on eBay or something like that and receive them via trade in the game itself. Okay, maybe I don't get it.
Starting point is 00:19:23 I know. Well, of course, there's always going to be people who are like cheat to speed things up or like pay in-game currency to speed things up. So the game is making a lot of money. And, yeah, it is just this insane sort of. rise. At one point, Groh Garden was accounting for 30% of Roblox's total activity across all games.
Starting point is 00:19:43 And Roblox executives were like, we have never seen this. We've seen 20% hit maybe a few times, but 30% is unheard of. Let's sprint to the finish for some final headlines. Amazon CEO, Andy Jassy, sent shivers up every American worker's spine after he told staff yesterday that his company would reduce its corporate workforce in the coming years because of AI. Amazon, the second largest employer in the United States, said that generative AI and AI agents represented a once-in-a-lifetime technological change that's already transforming its business in ways that can make adding more humans to payroll unnecessary.
Starting point is 00:20:18 Amazon said that it doesn't think mass layoffs are in the cards, rather it'll reduce headcount through attrition. But Jassy's announcement is the most significant CEO acknowledgement yet that AI will replace human jobs, given that the sprawling Amazon is seen as a canary in the coal mine for broad. labor shifts. Toby, I think it may be time to revive your soccer career. I know. Amazon is the canary in the coal mine because 1.56 million full-time and part-time employees. Obviously, a lot of those work in the fulfillment network, but Amazon did point to AI being used right now in its internal operations, including its fulfillment network. So that's not necessarily a safe arena for employees right now. They want to use AI to speed up the process to make things more efficient, which will eventually lead to workers kind of
Starting point is 00:21:03 getting paired away. This is obviously not the first company to talk about using AI to replace workers. I mean, Shopify CEO, Toby Lukie said that employees will be expected to prove why they cannot get what they want done using AI before you are added. Headcount. Obviously, Clorna has been trying to pair its entire work fires down to using AI. So there looks to be a lot of, you know, groundswell of support for this. But Amazon employs so many people. So that's why a lot of people are freaking out a little bit about this. While tensions between the U.S. and China are higher than ever, your daily brain rot delivery vehicle hasn't been caught in the crossfire so far.
Starting point is 00:21:42 TikTok is set to get another 90-day lifeline from President Trump, who plans to delay enforcement of the sale or ban law as a long promised deal to transfer control of the app to American ownership remains in limbo. Since Trump signed an order back in January to delay the ban's enforcement by 75 days, A deal almost came to fruition but fell apart at the last minute after Trump announced additional tariffs on China. That prompted another pause set to expire tomorrow. Now it looks like the president will sign another deal to keep TikTok alive until at least September 16th. So your scrolls are safe until that, Neil. This is close to a comedy sketch at this point. Congress passed this law in
Starting point is 00:22:20 bipartisan fashion last year saying TikTok needs to be sold to an American owner or it's going to be banned and no one really seems intent on enforcing it. Trump has delayed it now three times and lawmakers are not exactly pressing him to get a deal done or stop this delay. Everyone's just kind of like, well, I guess we're just going to keep delaying this until maybe a deal forms, maybe it's not. And TikTok is over there kind of just behaving as if this ban doesn't exist. They did a huge event for marketers in New York last week. They had Hassan Minaj come in. They're in can, you know, pitching to advertisers as well. So everyone is behaving as if this law doesn't exist at this point.
Starting point is 00:23:01 Okay, y'all must be coming killer home chefs because no one is eating at restaurants this spring. Yesterday, the Commerce Department reported that spending at restaurants and bars fell in May by the most in more than two years, 0.9%. And a sign Americans are keeping a closer watch on their bank account during these uncertain times. Across the economy, retail sales fell by the most since the start of the year. car sales tank 3.5% while sales at home and garden centers, not digital ones, and electronics stores also slumped. What does this say about the economy? Fed Chair Jerome Powell should have a lot to say about that later today. When the central bank wraps up, it's closely watched meeting. Yeah, this was not the greatest retail sales report, but some economists did find some bright spots.
Starting point is 00:23:42 They were saying that the week May numbers were mostly due to temporary drags that came after a lot of people loaded up on tariff front running. and then also they said unseasonally wet weather east of the country, which we know so well, it's just rain so much, is a drag on retail spending. So sometime there are confounding variables here outside of tariffs, outside of inflation, that affect spending. And one of those is the rain, which just seems like it won't go away. Finally, the credit card wars between American Express and J.P. Morgan Chase are heating up this summer with Chase firing the first salvo yesterday.
Starting point is 00:24:17 Pretty much immediately after we talked about it on the show yesterday, the bank announced the details behind its Sapphire Reserve Refresh, with the main news being a 45% jump in its annual fee. Dropping a newly designed premium card now with heavier metal, down on a dinner date, will soon cost you $795 a year, a big increase from the $550 fee that's been in place since 2020. That's a tough fee to swallow, but Chase said point-savvy swipers will get back $2,700 in annual benefits, including a $300 travel credit right off the bat.
Starting point is 00:24:50 Other perks that come with the card include a $500 luxury hotel credit, a $300 dining credit, $300 towards tickets purchased on StubHub, and $120 bucks towards Lyft rides. So lots of value, but also one chunky fee, Neal. If you're someone who can actually get $2,700 worth of benefits from this card, please call me because that is remarkable. There's just a smorgasbord of different benefits that you can claim that reserve and these other credit card companies push to you. but it is extremely complex to work through it, and there's many people employed professionally to help you through it. This price hike is quite substantial. We were foreshadowing it yesterday.
Starting point is 00:25:30 Now all eyes are on Amex. Right now, the platinum costs $695. Where you think it's going to end up? I mean, it's got to be somewhere between $900 and $1,000 as predicted because that reserve got a big boost from $500 to $7.95. These are really expensive cards, and you really need to kind of go through the details to make sure that you're getting your money's worth.
Starting point is 00:25:53 Okay, let's wrap it up there. That's all the time we have. Thanks so much for starting your morning with us and have a wonderful Wednesday. If you have thoughts on today's episode, send an email with questions, comments, or feedback to Morning Brew Daily at Morningbrew.com. Let's roll the credits.
Starting point is 00:26:06 Emily Milliron is our executive producer. Raymond Lou is our producer. Our associate producers are Olivia Graham and Olivia Lake. Hair and makeup is growing a garden. Please Do Not Disturb. Devin Emery is our president and our show is a production of Morning Bird. Great show to Danielle. Let's run it back tomorrow.
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