Snacks Daily

Snacks Daily

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Digestible financial news. Get smarter fast with an entertaining breakdown of our top 3 business stories in 15 minutes. Pairs perfectly with your commute, workout, or morning oatmeal ritual. Hosted by Jack Kramer and Nick Martell.


“Nikola & Theranos. Different companies, same accusations.” — Nikola’s 19% drop. Chime’s $14.5B swipe. BJ’s Costco-fication.
Sep 22 • 17 min
Nikola is kind of like Tesla’s stunt double, and its founder just resigned amid accusations of investor deception (CC Elizabeth Holmes). BJ’s is the cinderella story of the Warehouse Wars after its stock almost doubled this year. And our “Unicorn of the…
“Liam Neeson got TikTaken” — TikTok (isn’t) banned. InFarm’s vertical farms on aisle 3. AT&T’s ad test.
Sep 21 • 16 min
Soooo TikTok downloads are banned as of last night… but there’s a difference between the headline you saw Friday and the headline that should’ve been written. InFarm snagged $170M to make vertical farming a thing. And AT&T don’t care what HBO says — it’s…
“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.
Sep 18 • 17 min
Snowflake’s business is kind of boring, but their IPO reveals everything that’s wrong with IPOs right now. Facebook is whipping up a Zuck-free Ray-Ban partnership to win Wearables. And NextEra is now the most valuable utility stock in the USA thanks to…
“Wonder Woman snitches on Mulan” — Disney’s secret numbers. Goldman’s build-vs-buy. Amazon’s suburban dream.
Sep 17 • 17 min
We still don’t have the numbers on Disney’s experiment sending Mulan direct-to-living-rooms instead of theaters – but we still figured out it was probably a failure. Goldman Sachs acquired a startup that reveals when to build or when to buy. And Amazon’s…
“No Watch? No weights.” — Apple’s Fitness+ unveil. Opendoor’s home-flipping SPAC. Carnival’s $1B life jacket.
Sep 16 • 18 min
We’ll be honest with you, Snackers — the big Apple event was kinda boring… except for a brand new fitness club they just unveiled for Club Apple. “Unicorn of the Day” Opendoor is going public via SPAC because it can flip homes at scale. And Carnival…
“TikTok refuses to sell TikTok” — Oracle’s TikTok-uisition. Pepsi’s dream drink. Delta’s frequent flyer fundrais
Sep 15 • 18 min
The winner of the TikTok sweepstakes is officially oracle — even though they’re technically not buying it. Pepsi whipped up a drink to help you fall asleep because it’s part of the beverage trend of 2020 — functional. And Delta is raising money in the…
“Zuck Zucks Facebook” — American Eagle vs. Aerie. Phase 3 COVID vaccines. Facebook’s newest social network.
Sep 14 • 17 min
American Eagle’s stock jumped 4% because it’s less ath, more leisure. AstraZeneca and the other pharma companies are entering a key moment: Phase 3 trials for the COVID vaccine. And Facebook’s newest social network is the exact same as its first ever…
“The official (BLANK) of the NFL” — Postmates’ football deal. Martha Stewart’s CBD. Restoration Hardware’s fanci-ness.
Sep 11 • 17 min
Postmates knows more Americans might be watching the NFL this season than ever before, so it became the official delivery app. Martha Stewart has a cult of followers, and Canopy wants them CBD-ing. And Restoration Hardware is one of the Fantastic Fancy 4…
“Ghosted at the $16B wedding” — Louis Vuitton breaks up with Tiffany’s. Google’s Chromebooks kid strategy. Slack’s schlep moment.
Sep 10 • 16 min
That multi-billion dollar merger between Tiffany and luxury legend LVMH just got called off, but we’re questioning the excuse. Google’s Chromebooks are the back-to-school item getting snatched up by schools. And Slack stock fell 15% yesterday because we…
“The tech stock white whale” — Softbank’s big Nasdaq money. Nikola surges 40% on GM investment. Boeing’s business class dreams
Sep 9 • 17 min
Tesla-challenger Nikola just saw its stock jump 40% because it’s marrying an older, wealthier life partner: GM. Just a year after jacking up private tech valuations, turns out Softbank is doing the same thing now to publicly-traded tech stocks. And Boeing…
“The Tesla of SoulCycle” — Peloton’s new strategy. T-Mobile’s back-to-school effort. Bankrupt brands get eResurrected.
Sep 8 • 17 min
Peloton’s announcing something special this week: Peloton+. T-Mobile’s splurging $11B on a back-to-school initiative for students to help crush the Homework Gap. And Retail Ecommerce Ventures is buying up the big bankrupt brands you miss, then digitaling…
“Jeep Grand Wagoneer… is back” — Jeep’s nostalgia-wagon. Campbell running out of Soup. Samsung = 11% of Korea’s GDP.
Sep 4 • 17 min
Campbell’s soup is having a sodium-filled moment… but the stock just dropped 7%. Jeep unveiled a new $100K Woody that reveals how nostalgia = $$$. And Samsung is splurging $2B on the biggest medicine factory in history because going wide is what Samsung…
“Bumble stock makes the 1st move” — A Bumble IPO plan. Jack Daniel’s K-shaped recovery. Amazon innovation in Brooklyn.
Sep 3 • 17 min
Word from PFWTM is that dating app Bumble wants to IPO ASAP. Liquor legend Brown Forman saw shares jump 11% because its bourbon sales reflect our current unique economic reality. And Amazon just launched the most innovative thing in online grocery…
“And the growth trophy goes to…” — Zoom’s unprecedented-ness. Nestle’s $2.5B food allergy. Walmart unveils Walmart+.
Sep 2 • 17 min
While you were chewing Nestle’s peanut butter chocolates, the company just acquired a $2.5B company that develops a peanut allergy treatment. Walmart unveiled the details and launch date of Walmart+ to subscriptify your life (and it promises it’s got…
“Free Netflix (but not for iPhone users)” — United ends change fees. Netflix’s free option. Lemonade’s non-profit-ness.
Sep 1 • 18 min
Cheers of joy spread throughout the land as United ended its change fees — aka 15% of overall US airline sales. Netflix is trying a new “give-our-content-away-for-free” strategy. And renter’s insurance icon Lemonade is giving away 17X more money than the…
“Happy TeslApple Day” — Tesla & Apple split their stocks. The Gap’s 1 hope. Abbott’s $5-15 minute Covid test.
Aug 31 • 17 min
In the rarest of moments in the universe, Tesla and Apple both decided to split their stocks today. The Gap basically became a fashionable facemask company last quarter, but its future depends on Athleta. And Abbott Labs stock jumped 8% last week not…
“Apple should buy Warby Parker” — Walmart & Microsoft might adopt TikTok. Warby Parker hits $3B. Amazon’s 1st fitness gadget.
Aug 28 • 19 min
Since every company you know is trying to buy TikTok, an odd couple is trying to make it happen together: Walmart and Microsoft. Amazon is tired of looking at its Apple Watch, so it whipped up its first ever fitness gadget that has eyes and ears. And our…
“Can someone wake up Casper?” — Urban Outfitters’ fashion smoothie. Casper’s fresh CFO. Salesforce is in the Dow.
Aug 27 • 18 min
We’re looking at Casper’s new CFO, who has 1 mission: Find profits under the mattress (even if that means changing Casper’s core identity). Urban Outfitters’ stock jumped 19% because it isn’t just faux-ironic t-shirts — it’s actually a smoothie of…
“It’s wedding season for IPOs” — DoorDash’s stock surprise. Best Buy’s best life. Ball’s aluminum-ification.
Aug 26 • 18 min
Apparently DoorDash now wants to IPO this year because it’s wedding season to go public (we’re more interested in its hidden product). Best Buy was left for dead by Wall Street, but now it’s living its best life. And Ball’s cans make it possible for you…
“Codename: CIA IPO” — Palantir’s ironic leak. Luminar’s laser stock. Uber/Lyft’s politics.
Aug 25 • 21 min
The secretive tech icon Palantir’s IPO paperwork just un-secretly leaked. Luminar is yet another electric car startup going public through SPAC — except this one shoots laser beams and is run by a 25-year-old CEO. And we’re looking at how the shutdown of…
“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.
Aug 24 • 17 min
Yum Brands’ Taco Bell is launching new “Go Mobile” stores that show how food is leading the convenience movement. John Deere loves your gardening moves lately, so we’re looking at its waterfall situation. And booze-deliverer Drizly is our “Unicorn of the…
“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.
Aug 21 • 17 min
The consignment industry is having a moment, and ThredUP is getting dressed up for its IPO. Verizon knows you quit cable because you hate bundles, so it’s whipped up something it thinks you’ll love: Bundles…for cord-cutters. And the US dollar is the…
“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.
Aug 20 • 18 min
Apple is now worth $2T and the S&P 500 hit a record high, despite the economy getting crushed. We’ve got the 3 reasons to explain why/how. Impossible Foods has now raised $1.5B to scale its plant-based meats, but it also just found its differentiator from…
“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.
Aug 19 • 17 min
Penn National Gaming shares jump on hopes it can turn the Blockbuster of gambling into the Netflix of casinos. Home Depot’s biz loved that you pimped yo’ crib, so we’re looking at whether it can pimp its own dividend. And Chegg pioneered eTextbooks, but…
“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.
Aug 18 • 16 min
Tesla shares jumped on word Elon may have discovered a second profit puppy: just the batteries. Earth’s biggest liquor company, Diageo, treated itself to Ryan Reynold’s Aviation Gin because premiumization needs celebrity. And Uber and Lyft are about to…
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
Aug 17 • 20 min
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after…
“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.
Aug 5 • 18 min
Our final Snacks Daily pod before vacation — We return to the mics on Monday, August 17th (we’ll miss ya until then, Snackers). In the meantime, Disney’s earnings underline the pain COVID is inflicted on physical businesses. Take Two’s video games are…
“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.
Aug 4 • 17 min
Over the weekend, TikTok learned it might be banned in the US. Actually maybe acquired by Microsoft (or maybe not). We break down the TikTok saga. Levi’s CEO revealed its wild new 5-month gameplan in a world where denim is out. And America’s biggest meat…
“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.
Aug 3 • 16 min
PayPal hit an all-time high after saying “cash is dead,” but Venmo’s getting all the attention. While the rest of the brew industry douses itself in hard seltzer, Molson Coors figured out how to make beer flourish in the moment. And SiriusXM is a lot like…
“Apple’s pizza is waaaay too big” — Apple’s 4-1 stock split. P&G stole Sysco’s sales. Amazon’s record.
Jul 31 • 15 min
Fresh after hitting Capitol Hill, the Tech Big 4 announced earnings reports (they were epic). We’re focused on Apple’s 5 profit puppies and Amazon’s double-double. Then Procter & Gamble sneaked in with its best quarter in 14 years because one company’s…
“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.
Jul 30 • 17 min
Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congressional grilling, maybe ever. Blue Apron whipped up its 1st profit since IPO’ing, but then the stock plummeted 15%. And AMC Movie Theaters just snagged the…
“Kodak’s FOMO-ment” — TikTok’s latest Zucking. Lysol’s consulting gig. Kodak’s stock triples.
Jul 29 • 19 min
Kodak went bankrupt in 2012, but now it’s pulling off an epic pivot from photographer to pharmacist. TikTok is going through a Level 6 Zucking courtesy of Instagram’s new Reels feature. And Lysol wants to become the Bain of Clean. Full disclosure:…
“Apple’s got a Stage 5 Clinger” — Jamf’s IPO. DraftKings Opening Day drama. Ro hits $1.5B
Jul 28 • 19 min
DraftKings shares dropped 6% because baseball just had its first mid-season COVID crisis. Jamf stock has doubled since its IPO because it’s got a single mission: Help your company thrive on Apple devices. And our “Unicorn of the Day” is Ro, whose…
“Favorite child? It’s hard seltzer” — Boston Beer’s 21% surge. The biggest SPAC ever. No blockbusters in 2020.
Jul 27 • 15 min
Sam Adams owner Boston Beer shockingly doubled profits last quarter, but it’s not thanks to Boston Beer. Disney, Apple, and Netflix have made moves that just killed the summer blockbuster biz. And the biggest Special Purpose Acquisition Company ever just…
“You have to be this tall to get in the S&P 500” — Tesla’s profit shocker. Ben & Jerry’s e-ice cream. Microsoft bundle-bullies Slack.
Jul 24 • 19 min
Tesla shares hit a record high on its first ever full year of profit. Microsoft was caught bundle-bullying Slack, which is claaaassic ‘90s Microsoft. And Unilever announced earnings, but we’re focused on (and concerned about) its direct-to-consumer ice…
“Spotify’s not a tech company” — Pfizer’s $2B Operation Warp Speed. Misfit’s ugly veggie $85M. Spotify’s new record label deal.
Jul 23 • 17 min
Pfizer snags a $2B contract to produce 100M COVID-19 vaccines for the US government as part of Operation Warp Speed. Spotify has so many marginal costs, so it just added a new revenue stream to try to offset that. And Misfit just bagged $85M in fresh…
“The Hamilton Musical (for economies)” — Europe’s $2T joint bank account. Starbucks’ free lattes. Coca-Cola’s “new news” stock bump.
Jul 22 • 19 min
Europe just whipped up a $2T stimulus package that looks a lot like what the United states pulled off… in 1790. Starbucks changed its Rewards Program and Wendy’s just launched the 1st ever rewards app for a burger chain. We think the Loyalty Wars are…
“The anti-prenup” — Headspace gets in Snapchat. Fisker pulls an Apple. Google Maps gets Uber money.
Jul 21 • 18 min
To take on its meditation rival, Headspace is partnering with Snapchat in the rare, elusive no-money deal. Electric car startup Fisker just went public, but it’s deciding to act more like Apple than every other car company (including Tesla). And Uber…
“WeWork from the Dead” — WeWork’s profitability (?). Domino’s fortressing strategy. JetBlue & American Airlines colludiness.
Jul 20 • 18 min
Don’t even think about thinking WeWork is gone — the coworking pioneer claims it’ll be thrivingly “profitable” by this time next year. JetBlue and American Airlines have developed a special corona-relationship that basically feels like collusion. And…
“@McConaughey… didn’t get hacked” — Twitter’s TBOY hack. Hasbro’s Scrabble app. UnitedHealth’s record (double) profit.
Jul 17 • 17 min
Twitter suffered its biggest hack ever, which could forever change its role as the direct-to-consumer communication platform. Hasbro’s new Scrabble app is causing aggressive drama among Scrabble purists, but the toymaker has learned its lesson from the…
“RZF = Resting Zoom Face” — Zoom launches hardware. Lemonade adds pet insurance. Goldman’s quiet before the storm.
Jul 16 • 18 min
Welcome to Big Bank earnings season, which kicked off with big words from JP Morgan’s Jamie Dimon and is ending with a Goldman Sachs stock surge. Lemonade just launched its 2nd product: Pet insurance. And behold, Zoom from Home your desk’s 2nd monitor…
“Ford’s midwestern modesty… problem” — New York Times pivots. Oatly hits $2B. Ford resurrects Bronco.
Jul 15 • 17 min
After 24 years, Ford just brought back the Bronco — but Midwestern modesty can’t win in a Tesla hype world. The New York Times is replacing lost ad revenue with a new plan: Repackage its reporting into great TV and podcasts. And oat milk pioneer Oatly…
“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.
Jul 14 • 17 min
Earnings season kicks off and it’s (shocker) supposed to be brutal — so we’re looking at the one potential bright spot: Netflix. Pepsi’s soda sales fell, snacks sales surged, and it’s already focusing on a new trend: Cleansing your insides. And with all…
“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.
Jul 13 • 17 min
$2.5B is a huge amount of money for a fund raise, but it kinda makes sense when that company is Rivian — aka the biggest threat to Tesla yet. Women’s fertility startup Kindbody gets $32M to apply SoulCycle-nomics to egg freezing. And Joe Biden releases…
“Skip medical school. Spend $1B instead” — Walgreens launches 700 doctor’s offices. Rocket Mortgage’s IPO. Kroger’s surprise meat strategy.
Jul 10 • 18 min
The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves “Rocket Companies”. Walgreens is quitting medical school and pursuing a $1B investment in 700 doctor’s offices instead. And Kroger’s figured out a surprise strategy to…
“I can’t believe it’s not Chunky Monkey” — Perfect Day’s animal-free ice cream, Twitter’s subscription plan. Walmart finally zucks Amazon Prime
Jul 9 • 18 min
Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription… for something. Walmart whips up an anti-Amazon version of Prime called Walmart+, coming this month. And our “Almost Unicorn of the Day” is Perfect…
“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun’s solar-powered merger. Under Armour’s $475M botched acquisition.
Jul 8 • 19 min
Dunkin’s boldest move yet is cutting out 450 gas station locations because it wants to upscale its brand (fancy coffee). Sunrun is merging the #1 and #2 solar companies because the industry needs a leader. And Under Armour is trying to sell the fitness…
“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.
Jul 7 • 17 min
Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren Buffett is making his first big corona-conomy bet by buying up Dominion Energy, a natural gas pipeline company. And Chipotle launches a virtual farmers…
“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.
Jul 6 • 17 min
Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfair problem with finance. Tesla became Earth’s most valuable car company — and then backed it up that milestone with an awesome report. And Walmart is turning…
“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.
Jul 2 • 18 min
Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constellation just acquired Gary Vaynerchuk’s 1-year-old wine startup because it wants to go direct to consumer. Alibaba’s Freshippo stores make Amazon’s most…
“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.
Jul 1 • 18 min
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber is looking to rebound with Postmates instead. And Netflix will stream $100M of its cash into black…
“The 2nd Kardash-icorn” — Under Armour’s mega-deal. Facebook is too-big-to-cancel. Coty’s Kardashian investment.
Jun 30 • 17 min
Coty Cosmetics shares popped on word it’s snagging 20% of Kim Kardashian’s beauty brand. Facebook is facing its second ever #DeleteFacebook moment, except this time it’s coming from its most important stakeholder: Advertisers. And Under Armour is trying…
“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.
Jun 29 • 15 min
The latest major IPO is America’s 3rd largest grocer, but we think Albertsons looks less like a grocery chain and more like a finance company. Ford is redesigning America’s most popular car, and the new F-150 pickup tells us where the truck industry is…
“When you drink here, you’re family” – Olive Garden’s reopening. Google’s news savior. Slack’s crossborder email crusher.
Jun 26 • 16 min
Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Google’s new news app will completely change the business model for the news industry. And Slack just whipped up an actual…
“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.
Jun 25 • 15 min
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with rival Beyond Meat. Gatik’s delivery obsession with “the middle mile” reveals how the shipping industry…
“Sports-pocalypse 2K20” — EA Sports is in the game. Club Apple’s big day. TJ Maxx’s revenge shopping.
Jun 24 • 17 min
The Apple Worldwide Developer Conference is both a mouthful and Apple’s biggest day of the year, so we break down the stories that matter for you. Since there are no real live sports happening, EA Sports is really “in the game” during COVID-19. And TJ…
“Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.
Jun 23 • 16 min
Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International Space Station. Hey (real name) is trying to fix email forever, but first it’s taking on Apple and its infamous App Tax. And Canva is our “Unicorn of the…
“Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator.
Jun 22 • 13 min
Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: It’s going after cable’s live sports (and Apple and Google may follow). Airport icon Clear knows you’re not traveling so it’s pulling off its biggest pivot in a decade. And…
“No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.
Jun 19 • 15 min
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonald’s slimmed 100 items off its menu, and it’s loving how the slimmer menu strategy feels. And Carnival’s earnings reveal how it’s surviving in a…
“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.
Jun 18 • 15 min
Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is…
“Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.
Jun 17 • 17 min
You thought Hertz was dead when it went bankrupt last month, but now it’s issuing $500M in new stock — we’re looking at how that’s possible. Apple wants to be both the referee and a player in its App Store, and the implications are huge for the great…
“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.
Jun 16 • 18 min
iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just…
“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
Jun 15 • 16 min
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “Photoshop” as a verb, so it just launched a freaky new…
“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.
Jun 12 • 16 min
That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but it’s more focused on its anti-Amazon tactic: customer service. And in 1 day we just…
“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.
Jun 11 • 15 min
Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now it’s ditching for a European lover. And not-quite-Unicorn-of-the-Day Wave snags $30M to make…
“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.
Jun 10 • 14 min
While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial…
“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech
Jun 9 • 17 min
Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re focused on how e-signatures are just the top of the fun funnel of its true business. And Wahed raised a fresh…
“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.
Jun 8 • 16 min
Remember eBay? Shares just hit an all-time high, but we think we know how they can keep the mojo going. Germany’s support for electric cars like Volkwagen’s is showing what 21st century investment in infrastructure looks like. And the May Jobs Report…
Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.
Jun 5 • 19 min
Don’t call it Zoom — ZoomInfo is the biggest tech IPO of 2020, so we’re looking at why it jumped 70% on its first day of trading. Nikola is trying to take on Tesla, but it’s really a cult stock right now. And American Airlines’ latest data encouraged…
“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.
Jun 4 • 16 min
The biggest IPO of 2020 is Warner Music, which just surged 20% on Day #1 of trading. Campbell Soup is thinking your corona-conomy soup-binging is (shockingly) here to stay post-virus. And AMC theaters used a moment of honesty to admit it actually may not…
“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.
Jun 3 • 19 min
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkouts at Facebook reveal how unique the “Zuck-ocracy” governing style of the social network really is. And even…
“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.
Jun 2 • 16 min
Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private companies. Zynga just shockingly dropped $1.8B to make the biggest tech acquisition in Turkish history, so…
“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.
Jun 1 • 18 min
Williams-Sonoma isn’t just living the pimp yo’ crib megatrend — it’s revealing who’s enjoying it the most. Our “Almost Unicorn Of The Day” is MasterClass, which just hit an $800M valuation, but the fundraise highlighted that virtual reality is missing its…
“Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.
May 29 • 16 min
Chipotle’s stock has doubled in the corona-conomy because it’s literally been through its own personal pandemic before. You’ve probably seen the political drama going on between Twitter and the president, but we’re focused on the business side: Why isn’t…
“A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.
May 28 • 17 min
Zoox had the biggest ambitions in mobility: self-driving, electric, robo-taxis. But now it may sell out to become Amazon’s delivery boy. Instagram’s latest move to share ad revenue with influencers is the first big Zucking of YouTube. And our “Unicorn of…
“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.
May 27 • 20 min
Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to space. Amazon is making moves to invest in local news and sports podcasts because it wants to make “The Audio Wars” a thing. And stocks are up as the economy…
“Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.
May 26 • 18 min
The mythical Millennial pure-play stock: Elf Cosmetics’ stock jumped 16% on word it figured out how to beat the corona-conomy. We found the latest Dongle-gate from Apple — and it means you may have to splurge on AirPods. And HBO Max debuts tomorrow, so…
“Step on the scale! Step off the scale.” — Ford Motor’s “reopening.” MakeSpace’s anti-gig-ness. Our 7-question test of the Retail-pocalypse.
May 22 • 18 min
Walk on in to the Ford Factory! Actually, don’t — it just closed down right after reopening because a worker tested positive, making it a metaphor for our economic reopening. MakeSpace snagged $55M of VC funding to try to *not* be “the Uber for storage.”…
“Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M.
May 21 • 16 min
Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network Clubhouse launched this year and just hit a $100M valuation… with only 1,500 users. And Facebook’s newest product…
“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
May 20 • 18 min
The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet in the battle for your ears (Joe’s now an orchid in Spotify’s gated garden). Walmart’s earnings reveal what happens when one business is made “essential”…
“The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return.
May 19 • 18 min
Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s recession-proof. Startup-obsessed Softbank is the least profitable company in the world right now (cough, WeWork/Uber, cough), so it’s having…
“GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.
May 18 • 16 min
Facebook needs to spice up its messaging game, so it’s splurging $400M to control your gif game: Buying Giphy. McDonald’s whipped up a 59-page playbook on how to reopen its restaurants post COVID-19. And remember Luckin Coffee’s $310M fraud last month?…
“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment
May 15 • 18 min
Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasn’t been. And Sleeper is the “not-quite-Unicorn of the Day” after raising $20M…
“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.
May 14 • 17 min
Google’s secret Loon project just graduated to deliver wifi via balloon globally (and we’re thinking it’s a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of all the delivery apps — it’s all about pizza-nomics…
“Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.
May 13 • 17 min
New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our “Unicorn of the Day” as it plans to IPO its online car sales (aka ecomm…
“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.
May 12 • 16 min
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon threatened to move his car company outta Silicon Valley, so we’re looking at Tesla vs. The State of California. And a…
“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.
May 11 • 16 min
Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal how Tinder has fallen behind, but it’s trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing…
“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.
May 8 • 17 min
Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and it’s about to face the family budget gauntlet. And Nintendo profits…
“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.
May 7 • 16 min
Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meat’s goods are so expensive, it just made a profit — but probably shouldn’t have. And we’re looking at Pinterest shares, which plummeted 12% because…
“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.
May 6 • 16 min
Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the industry’s Achilles heels. And Wayfair stock has surged…
“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.
May 5 • 19 min
Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but we’re not blaming the corona-conomy.…
“COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.
May 4 • 18 min
Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret was supposed to be acquired by a private equity firm this week, and it’s all coming down to one dramatic line in legalese. And Clorox’s…
“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.
May 1 • 18 min
Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma…
“Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.
Apr 30 • 18 min
We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you…
“The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.
Apr 29 • 16 min
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal…
“Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.
Apr 28 • 18 min
All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen decided to reopen the world’s biggest car factory, but it’s got a chicken/egg problem. And Nestle’s earnings reveal more about pets…
“Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.
Apr 27 • 18 min
If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports…
“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.
Apr 24 • 18 min
Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is…
“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.
Apr 23 • 18 min
Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a triple-whammy of accelerating trends. And while the…
“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.
Apr 22 • 18 min
Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads dry up — we have two ideas for how it can be saved. And…
“Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.
Apr 21 • 18 min
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college — and it just plummeted 200% in one day to cost less than your lunch (spoiler: Negative prices may…
“Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.
Apr 20 • 17 min
The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after showing off all its cash, though Thanksgiving is its…
“Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.
Apr 17 • 16 min
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can stay focused on being a “one and only” business. Amazon’s new strategy is all about reversing its old one — it wants you buying less. And BlackRock’s profit…
“Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.
Apr 16 • 19 min
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means you’ll own part of Delta, United, JetBlue, and the whole flying gang. And our “Maybe Unicorn of the…
“Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.
Apr 15 • 16 min
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime love, but Roku’s latest numbers prove it’s truly the platform of the people. And startup Thrasio just…
“Dunkin’s not a land-lord — it’s a Brand-lord” — Google/Apple’s superhero team-up. States acting like companies. Dunkin’s franchise bet.
Apr 14 • 18 min
In the world of fast food, Dunkin’ is 100% focused on a franchise business model — a strength and a weakness in specific economic moments. Rivals Google and Apple are shockingly working together on a new project to end COVID-19 by looking how close you…
πŸ‘Š “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.
Apr 13 • 19 min
We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of streaming. Oil prices surged on a Saudi/Russia kumbaya moment, but it highlights how little control Exxon has over its profits. And…
πŸ’‍♀️ “Airbnb can’t sit at Slack’s lunch table” — Away’s humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slack’s debt drama.
Apr 9 • 18 min
Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need their suitcases), but the extent of benefits and way they announced it reveal a major change in HR strategy. Airbnb is raising $1B debt and Slack’s raising $750M…
🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.
Apr 8 • 17 min
Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy. The Olive Garden revealed shockingly big sales declines (and 1 huge sales increase), but we think its future is in emulating clothing retail with omnichannel…
πŸ‰ “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.
Apr 7 • 17 min
Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking at the smart money’s moves. Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the…
πŸ•ΉοΈ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.
Apr 6 • 17 min
WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business model is a public health risk. The surge in video game demand from companies like Sony in the corona-conomy actually…
♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.
Apr 3 • 17 min
China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. YouTube pulls a Facebook-on-Snapchat and copies TikTok because it wants mobile video. And Marlboro-owner Altria is being told by the government it…
🀦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.
Apr 2 • 20 min
Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break — We’ll be whipping up our 3 mega takeaways on the corona-conomy. On today’s pod… Carnival Cruises was already facing a…
🀯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.
Apr 1 • 17 min
We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the most popular free app in the world, but now it’s facing its 1st major privacy investigation. And our “Unicorn of the Day” is ride-share…
🧟‍♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.
Mar 31 • 19 min
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came via push notification. Cal-Maine is the largest egg producer in the country and it’s having a moment right…
🧘‍♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.
Mar 30 • 16 min
It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup “Fast” raised a new round of financing from Stripe to solve online…
πŸ‘‰ “3.3M Americans laid off in 1 week” — Lime’de-horned. Target’s neglected profit puppies. The economic pain begins.
Mar 27 • 16 min
Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers — 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out of 99% of the cities it scoots around in, but a new…
🀸🏿‍♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.
Mar 26 • 17 min
Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into a spreadsheet for you. Twitter and Facebook are enjoying bandwidth-breaking usage, but they’re about to face the ad-pocalypse of 2020.…
🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.
Mar 25 • 19 min
Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation arm whipped up its 2nd startup — a direct-to-consumer cat brand called Cat Person that’s changing direct-to-consumer. And marijuana…
🍻 “Corona’s $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”
Mar 24 • 18 min
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isn’t happening, so the stock dropped 12%. Despite all its reporting right now, the New York Times took a break to acquire Audm — doubling its content…
🏚️ “What’s the refund policy on Airbnb’s IPO promise?” — Movie theaters get cut out. Airbnb’s host/guest hate. 5 “Corona-conomy” trends are accelerating.
Mar 23 • 18 min
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which questions the whole…
😘 “Netflix just got asked to chill” — Netflix’s ad-free moment. Ford’s anti-treat-yo-self strategy. Uber surges 38%.
Mar 20 • 16 min
Even though ride-hailing has plummeted in the corona-conomy, Uber’s CEO announced the company has $10B of cash, food delivery, and some side hustle ideas. Media consumption is surging while you work from home, and Netflix’s business model may put it above…
⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.
Mar 19 • 20 min
While it looks like nearly every stock has fallen, Walmart shares just hit a record high — we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new products that basically admits 1 big failure. And Starbucks…
🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.
Mar 18 • 19 min
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so we’re wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now may not help its future sales. And the latest update in…
🦠 “Google would like your health data now, please” — Lulu, Nike, and Under Armour’s leadership. The Fed’s last bazooka. Google’s COVID-19 moment.
Mar 17 • 17 min
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday — but it’s already used up its major tools. To help people figure out testing for COVID-19, Google’s deployed “Project Baseline”, which is like Healthcare.gov but for…
#️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.
Mar 16 • 17 min
Despite your work-from-home lifestyle right now, office IM’ing service Slack announced a quarter that didn’t live up to expectations, because work software habits take time. Direct-to-patient half-icorn Ro has a new strategy: Launch pharmacies so it can…
☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.
Mar 13 • 18 min
The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from the government didn’t save stocks. Virus-testing company Lab Corp is now facing the moment it’s been waiting for (but it’s stock is still down). And…
πŸ‹οΈ‍♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.
Mar 12 • 17 min
Another wild market drop has us officially in a “bear market”, and there’s chatter about a bailouts, so we’re looking at the last bailout and when/why they actually should happen. Pepsi splurged to buy Rockstar Beverages because you’re not a beverage…
🧡 “The Stitch hit peak Fix” — Dick’s bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.
Mar 11 • 17 min
Dick’s Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CEO’s values. Stitch Fix shares dropped 25% because the latest data shows its early adopters are losing enthusiasm. And the “Unicorn of the Day” is Grove…
☎️ “Flick the ol’ Circuit Breaker” — Why the market (literally) stopped for 15 minutes. NBC’s Snapchat breakup. Oil’s worst day since ‘91.
Mar 10 • 16 min
First we learned that Russia and Saudi Arabia are in a fight about oil markets — it’s caused the biggest drop in stock prices since 1991. Investors weren’t thrilled (coronavirus drama + oil market drama = not good), so they sent stock prices down a…
πŸ€‘ “$1.75B (and Quibi hasn’t even launched yet)” — Spindrift’s $70M seltzer water. Burlington Coat Factory’s anti-ecommerce. Quibi’s starting lineup.
Mar 9 • 18 min
Burlington Coat Factory is going against the trend in retail: it’s ending its ecommerce to focus on physical stores. Mobile video streaming pre-icon Quibi has now raised $1.75B — and you can’t even use it yet. And LaCroix-fighting Spindrift just snagged…
🚒 “3 cruise disasters. 3 months.” — Carnival’s stock drama. Aerie underwear surge. GM’s big car battery.
Mar 6 • 16 min
Carnival Cruises’ has a hat trick of profit-crushing drama — but we found the perfect analogy for the travel industry’s current coronavirus struggles. GM has whipped up a fresh electric car battery that goes 400 miles, but we’re looking at whether…
πŸ₯« “Frankly this is a trend that many did not think was possible” — Campbell Soup’s shocking rebound. United Health pops 11%. H&M’s supply biz.
Mar 5 • 16 min
Campbell Soup shares jumped 9% because even the CEO was shocked that soup is making a comeback. United Health didn’t announce earnings or a new product — the stock popped 11% because of Super Tuesday (it’s all about policy risk). And you know H&M for…
πŸ¦‡ “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.
Mar 4 • 17 min
Alphabet’s self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time as it adds 5 new godparents. Honeywell doesn’t just make charming thermostats — the historic company is now building (allegedly) the world’s most powerful…
🀬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.
Mar 3 • 18 min
Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role at Twitter (because Jack is also the CEO of Square). Panera whips up a coffee subscription that fits our formula for subscription power (not…
🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.
Mar 2 • 17 min
Context is king, so we’re looking at the market’s decline last week — the worst since the financial crisis. Chipotle is powered by menu items lately, and we noticed they whipped up viral attention on TikTok — but we’re skeptical of the numbers. And…
🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.
Feb 28 • 20 min
Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meat’s earnings sent the stock down…
πŸƒ“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
Feb 27 • 18 min
TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’s self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voices’ iconic CEO was forced to step down, so…
“🎒Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.
Feb 26 • 18 min
Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t necessarily the right guy. Shake Shack’s shares plummeted 14% because it’s basically given up on innovation and is acting like a teenager. And Amazon will start…
“Your score dropped, Nicolas πŸ˜“. New credit score, Nicolas πŸ˜ƒ” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.
Feb 25 • 16 min
The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tubi, even though it’s got terrible content (it’s all part of Tubi’s plan). And Intuit just announced it’s…
“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.
Feb 24 • 18 min
Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because it’s become a “cult stock”. And Lyft’s latest acquisition is in response to #profitpressure, so it’s…
“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.
Feb 21 • 16 min
Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’s Secret split from its L Brands parent, but turns out it’s worth just $1.1B. And Morgan Stanley buys up E*Trade in a deal that’s really all about saving time…
“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.
Feb 20 • 18 min
We’ve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet to sleep. Our “Unicorn of the Day” is Toast, which hit a $4.9B valuation as it tries to do everything at restaurants, but we’re focused on its SaaB…
“We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.
Feb 19 • 16 min
Walmart’s earnings report wasn’t anything special, but we think it’s latest moves to buy up startups, suck out their innovation, and then spit out the remains is. A report on the impact of Uber and Lyft reveals that the rideshare apps really aren’t about…
“It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.
Feb 18 • 17 min
The 3 major marijuana producers have had a tough year, but Canopy Growth’s latest earnings powered pot stocks up thanks to price per kilo. Delta announced plans to go fully carbon neutral by 2030 — how can one of the most polluting industries can pull…
“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.
Feb 14 • 15 min
Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fresh shares to raise $2B in fresh cash. Kraft Heinz shares fell 8% after the 150-year-old pantry icon showed it has no turnaround plan — it just wants more…
“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
Feb 13 • 18 min
Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at their odds (spoiler: not great odds). SoundCloud snags a fresh $75M in funding from SiriusXM, but the music platform still hasn’t found…
“Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.
Feb 12 • 18 min
Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a dead wireless man walking). Samsung whipped up a foldable new phone that you should definitely care about because we don’t actually live in an iPhone world.…
“Burger King is jealous of Popeye’s fried chicken-palooza” — Brandless shuts down. Coronavirus’ lenders. Popeye’s power earnings.
Feb 11 • 19 min
Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’s chicken-powered quarter that’s getting all the attention. Softbank-backed nearly-unicorn Brandless is shutting down after trying to create a brandless brand.…
“Warner Music is Venture Capital for musicians” — Uber’s profit shocker. Ericsson/Nokia 5G awkwardness. Warner Music’s IPO.
Feb 10 • 19 min
Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word it’s actually planning to become profitable by the end of this year (*depends how you define “profits”). And Europe’s telecom giants…
“Dunkin’ stealthily went fancy” — WWE’s XFL problem. Twitter’s record surge. Dunkin’s premium coffee strategy.
Feb 7 • 18 min
Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling Entertainment stock dropped 9% and we’re blaming the XFL situation. Twitter shares surges as the social network tries to…
“By that math, Instagram is worth $150B” — Chipotle’s Taco Bell-ification. Instagram owns Facebook. Spotify’s acquires the Ringer
Feb 6 • 17 min
Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s numbers leaked and we finally learned how it stacks up to YouTube. And Chipotle’s sales surged 13% because its new CEO is…
“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
Feb 5 • 20 min
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees and orange groves. Visa is already Earth’s biggest payment processor, but now it’s making the biggest change to credit card transactions…
“YouTube sells more ads than ABC/NBC/FOX… combined” — Harry’s razors acquisition gets sued. Coronavirus-benefiting companies. Alphabet’s YouTube surprise.
Feb 4 • 18 min
Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the company disclosed financial info for the first time. Harry’s razors was supposed to be acquired by Schick’s parent company, but now federal regulators are trying…
“One Medical is the Equinox of doctors” — Nike’s olympics shoes. Pinterest’s makeup feature. One Medical pops 47% IPO pop.
Feb 3 • 16 min
Shares of One Medical jumped 47% because it’s trying to make you love doctor’s appointments. Nike’s freakishly performance-enhancing shoe just got approval for the Olympics — and gold medals are critical to its brand. And Pinterest whipped up a virtual…
“Juul’s Darth Vader moment” — Amazon surges 10%. The Bouqs raises $30M for wedding flowers. Altria devalues Juul e-cigarettes (again).
Jan 31 • 17 min
Juul was supposed to save the world from smoking, but it made a critical decision that its new owner, Altria, is now paying for. The Bouqs direct-to-consumer flower startup raised $30M because it wants to get invited to your wedding (but seriously). Learn…
“Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.
Jan 30 • 20 min
Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation after an investment from a casino company. And SAP is the most valuable company in Germany, but no one really knows what it does — good thing it just…
“Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.
Jan 29 • 17 min
Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look a lot like today’s delivery wars. Casper’s valuation dropped from over $1B to $744M before its IPO as public investors laugh at the VCs that…
“WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.
Jan 28 • 17 min
Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork… which just sold off that stake. GM’s latest moves in Detroit have turned a shutting down factory into its new capital of electric vehicles. And coronavirus…
“Eaze is cannabis’ bubblish-moment” — Intel stock reaches 2000 levels. The man who coined “disruption.” Eaze pot delivery has problems.
Jan 27 • 16 min
The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its highest point since the first internet boom, so we’re looking at chips on chips on chips. And Clay Christensen passed away, but his word “disruption” is living on…
“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.
Jan 24 • 16 min
Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in 2020. Google made a minor tweak to google.com with major implications. And our “Half-icorn of the Day” is The Athletic, the digital sports…
“Cell-Based Meats disrupting Plant-Based Meats” — Memphis Meats raises $161M. Delta shares $1.6B of profits. GM launches a true robocar.
Jan 23 • 18 min
Delta unveiled the biggest corporate bonus plan ever, so we’re looking at its Return On Investment strategy (Happy flight attendants = Happy fliers). GM unveiled a robocar that reaches Level 5 on the all-mighty (and unofficial) self-driving car measuring…
“Amazon is turning your palmprint into a credit card” — Amazon’s new payment method. Uber’s “name your own price.” PetMed Express’ aging dogs.
Jan 22 • 18 min
Amazon is pursuing a new feature to sell to retail stores to take on Apple Pay — We’re talking “pay by hand” (and we’re calling it “Amazon Hand”). Uber’s whipping up a “name your own price” idea for drivers so it can prove to regulators it’s just an app,…
“‘Mealkitting’ never became a verb” — HelloFresh vs Blue Apron. Signet Jewelers’ 40% surge — Microsoft pulls a Sierra Club
Jan 21 • 17 min
We’ve got a new #1 in the US meal kit market — HelloFresh is beating Blue Apron (even though mealkitting may be in trouble). Zales/Kay/Jared’s owner Signet Jewelers watched its stock pop 40% last week, but its “Path to Brilliance” plan may not be working.…
“Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet
Jan 17 • 16 min
Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s no longer spinning off Old Navy, its best-performing brand. NBC reveals the details of Peacock, but it’s acting like the flaky friend of the Streaming Wars. And China…
“Baby Yoda is Build-a-Bear’s Rudy moment” — Build-A-Bear jumps 14%. Califia Farms’ fund raise. Phase 1 trade deal
Jan 16 • 17 min
We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because it’s working on what Hasbro can’t: A Baby Yoda doll. And Califia Farms is our (almost) “Unicorn of the Day,” snagging…
“Half of America has a Chase account” — JP Morgan’s record profit. Visa acquires Plaid. BlackRock fights climate
Jan 15 • 16 min
It’s big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B to acquire Plaid, the fintech app that sits on a…
“Casper is the Peloton of Slumber, not the Nike of Sleep” — Casper’s IPO. 23andMe’s transition. Primo Water’s acquisition.
Jan 14 • 18 min
We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone — treating diseases with your saliva. And Primo Water boasts that it’s a…
“Sweetgreen is the most innovative company in food” — Hershey. Quibi. Sweetgreen
Jan 13 • 18 min
Quibi raises (another) $400M to create a new “era” (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And “the OPEC of chocolate” may raise prices on the…
“Verizon’s ‘pros before cos’ problem” — Wine tariffs, Softbank layoffs, and Verizon
Jan 10 • 18 min
Verizon whips up a new pricing model for its cable TV, but it’s basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employees (we’re in a new decade of unicorns). And 100% wine…
“These delivery apps are like mafia families” — Grubhub, Spotify, and Tough Mudder
Jan 9 • 18 min
We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s launching a dynamic new advertising format that reminds us of Facebook. And the “you might die from this” fitness event startup Tough…
Tesla, the #1 most valuable US car company (ever) — Goldman transparentizes — Impossible creates plant-based pork (and drops McD’s)
Jan 8 • 17 min
Impossible Foods is adding plant-based sausage — but rival Beyond Meat’s stock jumped 10%. Goldman Sachs’ stock has barely budged in the last 3 years, so it’s redecorating itself to focus on 1 word: Transparency. And Tesla shares just hit an all-time high…
SmileDirectClub goes to Walmart — Taco Bell’s owner devours hamburger chain — The taser creator could split in 2
Jan 7 • 17 min
SmileDirectClub abandoned its direct-to-consumer ways to launch in Walmart stores, but it’s missing one big thing: Its core product. Taser-inventor Axon acquired a rival last year, but now it’s been accused of running a taser monopoly. And Yum Brands…
Snapchat buys the “Cameos” company — One Medical’s IPO moves — Apple’s 2020 HomeKit mantra
Jan 6 • 18 min
Aaaand we’re back. While you were unwrapping gifts, Snapchat treated itself to an augmented reality startup that makes the hilarious filters for Snapchat. OneMedical just filed paperwork to IPO already even though the industry it’s in hates new brands.…
Last pod of 2019: Our 3 bold wishes for 2020
Dec 20, 2019 • 15 min
In our last pod of 2019 (we’re taking a 2-week break until Monday, January 6th), we’re going digestibly bold: Our 3 bold predictions for 2020. Will Apple buy Tesla? Can Amazon eliminate boxes? And does Chipotle really need tables, or can it just do…
Ikea’s tech pivot — FedEx’s ‘horrific’ profits — Flavors & Fragrances plant-based merger
Dec 19, 2019 • 16 min
Ikea’s always been focused on furniture, now it aims to democratize smart furniture (but it needs help). FedEx plummeted 10% because it’s losing its profit puppy. And International Flavors & Fragrances makes the scents and tastes you’re touching and…
Oprah’s 9-city Weight Watchers tour — Boeing’s worst year ever — Alexa’s profit pivot
Dec 18, 2019 • 18 min
Weight Watchers tried to turn itself around the last couple years by adding Oprah to the board, but now she’s headlining a 9-city WW wellness tour. Now that Boeing has officially suspended production of its controversial 737 Max planes, we break down its…
H&M’s “Moneyball” strategy — Intel’s $2B AI acquisition — Sprout Social’s social-ish IPO
Dec 17, 2019 • 16 min
H&M has spent 2 years trying to burn fewer clothes (literally), and an 11% sales rebound shows it’s finally working. Intel splurged $2B on a chip company because the last time it tried to build its own, it failed. And Sprout Social IPO’d to help your…
The Spirit Airline-ification of cars — Pandora’s talking ads — and the Phase I trade deal
Dec 16, 2019 • 16 min
V-commerce — aka “voice commerce” has new momentum after online radio Pandora tests ads that let you talk back. Car prices are starting to mimic airplane ones, forcing you to pay extra if you want anything. And stocks hit record highs last week on word…
Lyft launches car rental — Disney didn’t tell Hasbro about Baby Yoda — Delta is really a credit card
Dec 13, 2019 • 16 min
If you noticed that Avis shares plunged, that’s because Lyft just whipped up a car rental service. The hero of Disney+ has been Baby Yoda, but toy-maker Hasbro didn’t get the memo and missed out on millions of potential holiday toy sales. Delta’s Investor…
Lulu tries to become Nike — How Saudi Aramco makes $90B in profits/year — Away’s drama arrives
Dec 12, 2019 • 17 min
Oil legend Saudi Aramco is the most valuable company in the world and it just IPO’d, but how does it make money? Luggage brandicorn Away went through a week worse than your worst travel trip, so we’re looking at what actually went wrong. And Lululemon…
Vail Resorts’ adds 17 slopes — Yumi’s epic investors — NAFTA is reborn as USMCA
Dec 11, 2019 • 17 min
Just in time for your first turns, Vail Resorts’ earnings gave insights on where you should ski — and highlighted the growing showdown on ski passes. Yumi raised $8M for fancy subscription baby food, but we’re focused on who gave them that money. And the…
Airbnb’s investment in the WeWork for housing — Amazon’s JEDI business ethics — The Volker Rule
Dec 10, 2019 • 18 min
Yesterday we broke down why Airbnb shouldn’t acquire a competitor — now they just took the first step in acquiring another called Zeus. Amazon lost the $10B JEDI contract with the government, but its fight against the decision reveals what business ethics…
Waymo’s robotaxis hit the app store — Otis Elevator spinoff — HipCamp could be Airbnb’s next acquisition
Dec 9, 2019 • 18 min
Alphabet’s self-driving car company, Waymo, just took a big step towards real robotaxis — an app for the general public. Otis Elevators made skyscrapers possible, and now it’s getting spun-off into its own company. And a fresh profile on HipCamp (the…
Rent The Runway hooks up with W Hotels — GM & LG joint venture a battery — Tupperware’s plastic strategy
Dec 6, 2019 • 17 min
Rent the Runway partnered up with W Hotels so you don’t have to pack clothes for vacation. GM and LG are launching a joint venture focused on car batteries, which are the critical (and absurdly expensive) part to any electric car. And Tupperware is trying…
Canada Goose’s freezing store — Nintendo’s best week ever — Duolingo hits $1.5B valuation
Dec 5, 2019 • 18 min
Absurdly expensive coat designer Canada Goose just opened up a store that literally snows inside — “experiential retail” is now “sensational retail.” Nintendo’s Switch console just enjoyed its best week of sales in the US, even though it’s been around for…
Google co-founders retire — Zume robot pizza aims for $4B valuation — Roku’s ratings drama
Dec 4, 2019 • 17 min
Google’s legendary co-founders are stepping down effective immediately, but it’s probably because Google’s had its most controversial year in ever. Our “Unicorn of the Day” is Zume whose robot pizza is already worth $2B, and it sells the most intense food…
Shopify is “The Force” — Jack Dorsey is MIA in Africa — McDonald’s enters the Crispy Chicken Sandwich Wars
Dec 3, 2019 • 19 min
Cyber Monday set a record as the biggest online shopping day in US history — but the real winner this year is Shopify. Jack Dorsey is busy being the CEO of both Twitter and Square, but now he wants to live in Africa for 6 months. And McDonald’s is looking…
Rename Black Friday — SoulCycle vs. Peloton — Dollar Tree’s 19% stock plummet
Dec 2, 2019 • 18 min
Black Friday in-store shopping actually fell from last year — but purchases made on smartphones and with in-store pickup dominated, so we’re renaming it: “Mobile Cyber Pickup Week.” SoulCycle just lost its CEO while Peloton stock had its best week ever,…
*Live* at Spotify - Part II: Why Spotify is doing podcasts — Our interview with Max Cutler, Founder & MD of podcasts at Spotify
Nov 27, 2019 • 17 min
The 2nd half of our Snacks recording live from Spotify. We sit down with Max Cutler, the Founder & MD of Parcast Studios at Spotify — his startup was acquired by Spotify earlier this year. We’re asking about how he first pitched his company, whether…
EBay sells off StubHub for $4B — Uber gets cancelled from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade
Nov 26, 2019 • 18 min
Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. Uber has officially been rejected from London because policy risk is a real thing. And Charles Schwab treated itself to an early gift by buying up rival…
Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey
Nov 25, 2019 • 17 min
Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Target is enjoying shipping nirvana and shares are up 91% this year because it’s pulled off same-day shipping magic. And…
*Live* at Spotify - Part I: How we build this (every day)
Nov 22, 2019 • 20 min
Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce to the Snackers how we got into podcasting, how we built this podcast (every day), and the 5 ingredients for…
Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters
Nov 21, 2019 • 17 min
Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch with millennials. Greek yogurt legend Chobani just introduced its first non-dairy option: Oat milk. We’re…
Warby Parker launches its 2nd product, Microsoft vs. Slack (Microsoft is winning), and Home Depot’s DIY website problems
Nov 20, 2019 • 14 min
Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct line: “Scout” contacts. Microsoft was threatened by Slack, so it launched a rival/knockoff messaging service called Teams — we just learned…
Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza
Nov 19, 2019 • 16 min
Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it did). Ford unveiled its Mustang-looking electric SUV that’s not just a compliance car. And The New York Times broke down what FedEx did…
Warren Buffett bets on Restoration Hardware, Pinterest is too nice, and Peloton follows Tesla’s playbook
Nov 18, 2019 • 15 min
Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway… and it’s totally not Warren’s style investment. Pinterest is such a nice social media company that it’s not throwing enough advertising at…
Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all
Nov 15, 2019 • 15 min
Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% because Canada’s got an oversupply problem. Daimler and Ford just announced big investments in electric cars, while Tesla’s won awards. And…
Google’s checking account, Nike’s breakup with Amazon, and Convoy is our “Unicorn of the Day”
Nov 14, 2019 • 15 min
Google plans to launch a checking account, another sign that Big Tech wants to understand your daily spending. Nike decided it no longer wants to sell on Amazon, probably thanks to its new CEO (who is an eBay guy). And the Uber for freight, Convoy, just…
Instagram knocks off TikTok, Alibaba’s $38B day, and Almond milk = Dean Foods’ downfall
Nov 13, 2019 • 15 min
TikTok set a record for app downloads, so Facebook just decided to knock it off with a new Instagram feature. Alibaba’s Singles Day set a sales record of $38B in 24 hours — so we’re looking at why the stock fell. And big milk giant Dean Foods just filed…
Adidas closing US “Speedfactory,” Bumble & Walgreens’ private equity love, and Apple’s potentially iPhone-less AR future
Nov 12, 2019 • 15 min
Adidas tried to update its manufacturing with a fancy new “speedfactory,” but now it’s relocating them out of the US and into Vietnam and China. Both Bumble and Walgreens have something in common: They’re suddenly into private equity. And Apple is…
Zillow is flipping houses, CEOs are getting fired, and Party City stock dropped 67% in 1 day
Nov 11, 2019 • 15 min
Party City’s stock dropped 67% after a brutal Halloween and helium crisis, so we’re looking at what issues it can actually control. Zillow has pivoted from just exposing real estate prices to also buying homes — that’s a big and risky bet. And with Gap’s…
Airbnb’s 7M-home trust pledge, Coke’s new (caffeinated) sparkling water, Toyota’s “muda” hatred
Nov 8, 2019 • 17 min
Airbnb’s suffering a sudden trust crisis so it’s responding proactively(ish) with a bold move: Verifying all 7 million of its listings by next year. Coca-Cola’s trying to succeed in the flavored sparkling water market (again) with an aggressive…
Uber Eats’ “Browser Billboard” strategy, Kroger’s “Operation Restock,” and Xerox may acquire HP
Nov 7, 2019 • 16 min
An Uber Eats job posting revealed that it’s further monetizing the food delivery app by sticking ads into the search results for “pizza”. Grocery chain Kroger hasn’t recovered from Amazon’s acquisition of Whole Foods, so its Operation Restock recovery…
Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
Nov 6, 2019 • 17 min
Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked at Hinge and its adorable new mascot. Peloton’s numbers outperformed what analysts expected, but the stock still dropped because Wall…
Uber lost $543,478 per hour last quarter, Walmart launches alcohol pickup, and Under Armour plummets 18% on sneakers
Nov 5, 2019 • 18 min
Uber lost a shocking $1.2B last quarter, but now it’s hoping/planning to hit profitability in 2021 (same as Lyft). Under Armour is suffering from a sudden accounting investigation, but the real issue is with its core business, and its sneakers. And…
Google gets a Fitbit, AIG’s anti-catastrophe quarter, and Quip flips the razor/razorblade model
Nov 4, 2019 • 16 min
Remember when we mentioned Google could acquire Fitbit last Friday? It did. So we’re looking to understand why Google’s paying almost double the normal stock price. Insurance giant AIG doesn’t like catastrophes, and last quarter had fewer than expected.…
Dunkin’s grand slam game plan, Apple’s wearables, and WWE’s 16% stock drop
Nov 1, 2019 • 16 min
Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Apple’s earnings revealed that it’s becoming a wearables company, powered by AirPods and Apple Watches. And World Wrestling Entertainment…
Twitter bans political ads, Mirror raises $34M, and Fiat Chrysler & Peugeut are mega-merging
Oct 31, 2019 • 16 min
Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror snagged $34M in fresh funding from Lululemon, Karlie Kloss, and Steve Cohen’s hedge fund, so we’re looking at who could buy them. And…
Free Prime grocery delivery, GrubHub’s stock falls 43%, and Lockheed Martin’s $34B fighter jet order
Oct 30, 2019 • 15 min
We just realized today’s Snacks has a delivery theme. GrubHub stock lost nearly half its value because the CEO thinks you’ve been “promiscuous” with your late-night food delivery. Amazon goes with the nuclear option by launching free grocery delivery for…
Virgin Galactic’s space IPO, Beyond Meat’s 1st ever profit, and Tiffany’s $14.5B acqui-proposal
Oct 29, 2019 • 16 min
Sir Richard Branson’s Virgin Galactic just became the first ever space tourism IPO, but investors don’t have anything to compare this to. Beyond Meat enjoyed its 1st ever profit, but the stock still dropped 10%. And Tiffany’s received a $14.5B acquisition…
Budweiser’s US Bud-pocalypse, Airbus is 2019 airplane champ, and Waste Management stock cleans up
Oct 28, 2019 • 17 min
Shares of Bud-owner AB InBev plummeted 11% on word it’s losing beer market share (fast), so it’s betting big on (wait for it…) sparkling seltzer. Airbus is thriving off of Boeing’s 737 Max crisis. And Waste Management’s recycling passion isn’t charitable…
Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama
Oct 25, 2019 • 16 min
Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad crisis. And Barclays pulled the switcheroo on its ATM-in-post-offices plan, ultimately caving to pressure. Learn more about your ad…
Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags… is actually 6 different flags
Oct 24, 2019 • 16 min
Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money from July through September, but the stock fell 12% because of a flat summer performance. And Zuck testified to Congress about…
WeWork’s bailout, McDonald’s got more money from fewer diners, and Nike & Under Armour’s CEOs are out
Oct 23, 2019 • 17 min
Without its IPO, WeWork was about to run out of cash in weeks — now it’s signed a bailout deal that drops its valuation from $47B to about $8B. McDonald’s had fewer diners last quarter, but it squeezed more sales out of all of them. And both Nike and…
Spotify’s earnings preview, Ford’s Explorer problems, and Destination Maternity’s bankruptcy
Oct 22, 2019 • 17 min
Spotify’s earnings are next week, so we’re previewing how they’re making money (and the unique global strategy). Ford’s kinda dependent on its SUVs and trucks, but the new Explorer didn’t work out as planned. And Destination Maternity filed for bankruptcy…
Quibi’s T-Mobile partnership, Powerbar’s IPO, and the Shampoo Wars
Oct 21, 2019 • 15 min
The owner of PowerBar jumped after its IPO, so we’re looking into its “convenient nutrition” strategy that it boasts as “asset light.” Unilever took a punch in the Shampoo Wars, so we’re looking at its latest moves on the shower battlefield. And streaming…
Ford-Amazon-VW fix electric “range anxiety,” Venmo launches credit card, and Airbnb’s unprofitability
Oct 18, 2019 • 17 min
Airbnb’s financial info was leaked, revealing that it’s splurging big on marketing. Ford just teamed up with Amazon and Volkswagen on its “Team Edison” for a nationwide electric car charging network. And Venmo launches a credit card because it’s owner…
Netflix’s 130 seasons of non-english shows, Facebook’s Libra crypto drama, and GM’s 1-month strike is ending
Oct 17, 2019 • 16 min
Even though everyone’s launching a streaming service, Netflix surged after its latest earnings report. Facebook’s global cryptocurrency project, Libra, keeps losing its corporate backers, so we’re looking at why. And General Motors may have finally ended…
Google kills its VR headset, Schwab’s secret profit puppy, and Emerson Electric’s burn book
Oct 16, 2019 • 15 min
At Google’s product day in New York, the focus should’ve been on what it took away (a VR headset) not what it unveiled (more Pixel products). Charles Schwab enjoyed record 3rd quarter profits, and that’s driven by customers who aren’t doing anything with…
The $399 iPhone, SmileDirectClub’s California problem, and Goldman’s WeWork worry
Oct 15, 2019 • 15 min
SmileDirectClub has become the worst performing IPO of 2019, but fell another 13% Monday after a new California law was signed by California’s governor. The 3rd quarter earnings season kicks off this week with big banks, but we’re looking at Goldman’s…
Ghost kitchens are having a moment, the new mini Trade Deal, and Papa is the “grandkids on demand” app
Oct 14, 2019 • 16 min
Rachael Ray and GrubHub just teamed up. Uber Eats launched one last week. We’re looking at the “trend of the week” — Virtual Kitchens. Stocks popped Friday because of the latest (kinda) trade deal, so we’re looking at what it includes. And Papa raised…
Grammarly hits $1B, Tootsie Roll is 110% in on candy, and Waze becomes Google’s secret weapon
Oct 11, 2019 • 16 min
Your other map go-to, Waze, is owned by Google’s parent, Alphabet, and it’s the company’s potential future profit puppy. Tootsie Roll is 100% focused on candy, less focused on its latest earnings report. And our Unicorn of the Day is Grammarly, the…
American Airlines’ rough 5 years, Bed Bath & Beyond’s innovative new CEO, and Lithium Ion Batteries’ big week
Oct 10, 2019 • 15 min
Bed Bath & Beyond stock is down over 80% in the last 5 years, but it just snagged a new CEO who revolutionized shopping at Target. Compared to Delta, it’s been hard out there for American Airlines, so we’re looking at what uniquely caused its problems.…
China vs. the NBA, Domino’s focuses on “carryout” pizza, and One Medical preps to IPO
Oct 9, 2019 • 15 min
Domino’s already fights in the Pizza Wars and Delivery Wars — now it’s focused on takeout (they prefer “carryout”) to win. A Houston Rockets’ tweet has China angry at the NBA, and now companies are getting involved. And One Medical is our Unicorn of the…
Unilever hates virgin-plastic, Harley’s e-bike isn’t connecting, and Walmart tries to return its ecommerce acquisitions
Oct 8, 2019 • 14 min
The owner of Ben & Jerry’s, Unilever is making an epic sustainability pledge: cut 400K tons of virgin plastic per year. Harley designed an electric bike to desperately snag millennial customers, but it turns out they’re not interested. And after diving…
Zola launches “Honeymoons,” Target adds Disney stores-within-stores, and HP drops 10% because printers are like fax machines
Oct 7, 2019 • 16 min
Target is pulling a Best Buy — it’s adding Disney stores within its own stores (and it kind of looks like the future of malls). HP dropped 10% because printers are the new fax machines, but a shrinking business could become a growing one. And wedding…
Corona’s hard seltzer, Uber’s new Work app, and Square processes CBD payments
Oct 4, 2019 • 15 min
Liquor legend Constellation brands fell 6% even though it’s launching 4 flavors of a new spiked seltzer to save its beer sales. Uber unveiled a new app that’s purely focused on the gig economy — connecting workers with needs, not just drivers and…
Microsoft’s new “Phonebook”, Chipotle’s anti-breakfast carne asada strategy, and the World Trade Organization’s major decision
Oct 3, 2019 • 16 min
Don’t call it a phone — Microsoft just cooked up a 2-part foldable phone that creates a whole new product category (its mojo is back). The World Trade Organization (WTO) just decided on a 15-year trade dispute between Boeing and Airbus that reveals how…
Charles Schwab cuts commissions to $0, GoPro’s new moat problem, and Masco recession-proofs itself
Oct 2, 2019 • 14 min
GoPro unveiled a couple pre-holiday cameras, but the move reveals how much it’s lost its moat. Charles Schwab announced it’s cutting stock trading commissions from $4.95/trade to zero, so we’re jumping into the history of fees. And Masco is our Midwestern…
Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO
Oct 1, 2019 • 15 min
Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy business models may be sexy again. Google’s self-driving car division just had its valuation slashed because it’s taking. Way. Too. Long. To. Arrive. And the…
AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever
Sep 30, 2019 • 15 min
Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to its clothing rental until Oct 15th because of a mistake that reveals what kind of a company it really is:…
Interview with Peloton’s Co-Founder
Sep 27, 2019 • 18 min
Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, what drives customer loyalty, and if the stock ticker symbol should’ve been “SWET” or “SPIN” instead of “PTON”.…
Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out
Sep 26, 2019 • 17 min
Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released a huge number of Alexa-packed products, including a finger ring, copy-cat AirPods, and a high-end speaker. And fresh after WeWork and…
WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call
Sep 25, 2019 • 14 min
After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel…
Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight
Sep 24, 2019 • 17 min
Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bankruptcy. Fitbit’s fought hard to survive since Apple unveiled the Watch, but it’s now offering to sell…
Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled
Sep 23, 2019 • 16 min
J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show (welcome to “Swipe Night”) in a unique convergence of tech and media. And Juul’s e-cigarette issues keep…
Amazon’s epic carbon neutrality pledge, Alphabet’s drone deliver goes live ASAP, and Stripe hits $35B
Sep 20, 2019 • 15 min
Bezos kicked things up a notch by announcing a carbon neutrality pledge for Amazon that shockingly even beats the Paris Climate Accords. Alphabet’s drone division, Wing, just partnered up with Walgreens, FedEx, and a local gift store to make drone…
Facebook launches a TV device, Corning Glass owns your iPhone screen, and FedEx’s 13% stock drop
Sep 19, 2019 • 16 min
Facebook just announced a $149 Portal TV device to let you video chat while binge TV-watching. Corning Glass is located in a small town in upstate New York, making the glass on your iPhone — it just snagged a $250M investment from Apple. And FedEx fell…
LinkedIn verifies skills, GM’s $100M/day strike, and Shopify’s CBD moves
Sep 18, 2019 • 15 min
LinkedIn just revealed a new “skills” feature that we consider its most strategic move since Microsoft acquired it. General Motors is experiencing its biggest strike in a decade and that’ll cost it up to $100M a day. And Shopify just became Earth’s #2…
Netflix splurges on Seinfeld, Amazon’s secretive “A9” algorithm, and Oil’s surge
Sep 17, 2019 • 17 min
Oil prices just surged after an attack in Saudi Arabia, so we break down why it’s not as big a deal as Wall Street made it seem. Netflix is treating itself to $500M of Seinfeld reruns from Sony because sitcoms earn your loyalty. The WSJ reported that…
Pepsi/Venmo’s “PepCoin” partnership, Walmart’s Grocery Club, and Voyage’s self-driving cars for old people
Sep 16, 2019 • 15 min
Pepsi and Venmo teamed up for a spending partnership they’re calling “PepCoin” — it highlights the behavioral challenges of Fintech. Walmart’s $98/month Grocery Club is taking on Amazon with something Amazon can’t do. And our “Nearly-Unicorn of the Day”…
SmileDirectClub’s great pre-IPO (but bad IPO), Under Armour goes anti-athleisure, and General Electric is selling itself to survive
Sep 13, 2019 • 15 min
SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a bad IPO when you look at the valuation. Under Armour is going anti-athleisure with its new strategy, but it’s actually copying Lululemon. And…
California re-classifies Uber drivers, Wendy’s breakfast wars loss, and Monster Beverage’s Coke problem
Sep 12, 2019 • 15 min
Wendy’s is trying to jump into the fast food breakfast wars, but shares fell 10% because it’s too late — again. A Snacker asked us to jump into Monster Beverage, so we found out what it’s up to. And California’s new gig worker law hits right at Lyft and…
Apple’s iPhone 11 day, Ford’s “junk” credit rating, and Next Door is the anti-Facebook
Sep 11, 2019 • 16 min
Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused on its strategic moves with Apple TV+. Ford’s bonds just hit junk status, so we’re looking at the decade that led to this. And…
Uber Freight’s $200M annual allowance, Starbucks’ 1st pick-up only store, and AT&T’s 23-page love/hate letter
Sep 10, 2019 • 16 min
Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its 1st pick-up only store in New York this fall, but it’s the early sign of American companies copying…
Glossier’s growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition
Sep 9, 2019 • 15 min
Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature pioneer’s anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four…
Match drops 5% on Facebook Dating, WeWork’s valuation may get halved, and Slack’s “10M” problem
Sep 6, 2019 • 16 min
Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already knew the competition was coming. Slack released its first earnings report since going public, revealing its next 10M users are harder…
Aerie bralettes save American Eagle, Juul’s flavored e-cigs banned in Michigan, and Google’s $170M fine
Sep 5, 2019 • 14 min
While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. Michigan became the first state to ban flavored e-cigarettes, just as Juul came out with “the strictest age verification system ever.”…
Facebook tests ending the “like” counter, Ulta Beauty’s 30% plummet, and Brexit + Argentina problems
Sep 4, 2019 • 16 min
A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a “hide your likes” feature. Ulta Beauty dropped 30% last week, so we looked into why and found an insight in slide #9. And with…
Walmart gets its M.D., WeWork’s acquires Spacious, and Dollar Tree & Dollar General’s Matrix-like tariff creativity
Sep 3, 2019 • 15 min
WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a new health center it could take nationwide. And Dollar Tree and Dollar General were about to be hit hard by tariffs — then…
Amazon gets in with the Yankees, Forever 21’s bankruptcy, and higher minimum wages can save companies money
Aug 30, 2019 • 14 min
The Disney merging with Fox saga is officially over now that Disney sold YES Network… partially to Amazon. Forever 21 is a fast-fashion founding father, but it’s reportedly going bankrupt (there’s another key F-word here: Fad). And Citibank and Panera…
Peloton’s IPO, Fitbit launches a health subscription, and Amazon Ring partners with police
Aug 29, 2019 • 16 min
Peloton’s IPO — we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants to be a religion. Fitbit’s taking on Apple by launching its own subscription service. And Amazon had already acquired the doorbell…
Costco’s absurd China debut, Smucker’s peanut butter problems, and the cigarette re-merger
Aug 28, 2019 • 14 min
Costco just opened up its first physical store in China and the reaction was huge (the store had to close early). Smucker’s dropped 8% on word its peanut butter is facing price cut problems (and other nut-butters). And Altria and Philip Morris used to own…
Hasbro’s $4B cartoon deal, Fried Chicken’s market-moving moment, and Dish’s 5G future
Aug 27, 2019 • 16 min
First Popeye’s and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat burger. Hasbro is dropping $4B for British cartoon Peppa Pig (and it’s also getting some rap artists). And Dish is about to be the 4th…
White Claw murdered beer, Knewz wants to replace Apple News, and the Trade War’s bloodiest day
Aug 26, 2019 • 15 min
Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got personal). White Claw by the Mark Anthony group is the spiked seltzer whose sales have quadrupled as it takes on beer. And News Corp announces Knewz,…
Dick’s Sporting Goods’ big gun test, Wheels Up is a country club for private jets, and Germany’s negative interest rate opposite day
Aug 23, 2019 • 16 min
Dick’s pulled a classic tool out of its belt: A/B Testing. Our “Unicorn of the Day” is Wheels Up, which claims it’ll be the Airbnb of private jets (and Tom Brady and Serena Williams are members). And Germany’s 30-year bonds hit negative interest rates —…
WeWork’s IPO is really MeWork, JPM shuts down its cash app, and Waymo opens up its self-driving brain
Aug 22, 2019 • 13 min
We dove into WeWork’s IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but it’s a major lesson on how to quit something smartly. And Waymo (owned by Google) is sharing its self-driving car knowledge to make self-driving…
Apple’s Goldman Sachs card goes live for all, Target’s ‘Gramamble new food brand, and Tesla’s “Jerry Maguire” moment
Aug 21, 2019 • 15 min
Apple’s card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its biggest ever food brand, focused on organic food. And Tesla’s solar panel unit announces a rental version — just as it gets sued by…
SmileDirectClub’s IPO, Estée Lauder’s airport makeup passion, and 181 CEOs renew their vows.
Aug 20, 2019 • 16 min
Makeup legend Estée Lauder jumped 13% after its earnings report, but we were most interested in its “travel retail channel” surprise. SmileDirectClub wants to IPO, so we jumped into its filing documents and found an Instagram story. And the Business…
Facebook’s new news relationship, sperm startups raise millions, and Roku’s 21% jump makes it streaming king
Aug 9, 2019 • 18 min
Our last Snacks episode until Tuesday 8/20 (we’re off for a week for Jack’s wedding). Facebook’s had a rocky relationship with the news industry, but it’s trying a major new partnership to fix what it broke. Roku is the new king of streaming after its…
Lyft’s 5-star earnings, Sam Adams is not a beer company, and opioid stocks get a penalty price tag
Aug 8, 2019 • 15 min
Lyft jumped after its huge loss wasn’t as bad as expected — but we found two other stories with a bigger takeaway about the tech industry. Boston Beer Company is famous for its Sam Adams label, but a recent report highlights why it’s not a beer stock…
Shake Shack’s 18% surge, Disney’s record year, and IAC — the VC-like public company (indirectly) powering Tinder
Aug 7, 2019 • 13 min
FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks — Shake Shack popped 18% not just because of a new strategic move, but because its leadership was open to…
Why stocks just plummeted, Tyson’s (real) meat collussion, and Compass is our “Unicorn of the Day”
Aug 6, 2019 • 16 min
Worst. Day. Of. The. Year. The trade war just opened up a fresh new front: the currency battles. Meat giant Tyson shares surged, but then it announced it’s being investigated for collusion on your chicken prices. And Compass has almost doubled its…
Pinterest’s 19% surge, delivery app wars hit a tipping point, and oil’s big day
Aug 5, 2019 • 15 min
Pinterest is defining itself as the most positive, happy, feel-good social media app — and usage is jumping. Delivery apps had their biggest week yet, so we jumped into it Snacks style. And oil icons Exxon Mobil and Chevron reported earnings, which reveal…
The trade war hits Defcon iPhone, Kellogg surges (because, snacks), and Canada Goose falls on un-wokeness
Aug 2, 2019 • 14 min
Kellogg enjoyed its best day in two decades even though cereal sales are struggling big. Canada Goose removed a single word from its website, causing the stock to drop Thursday. And stocks fell because of the trade war — you’re going to finally notice the…
Scotts Miracle-Gro’s pot side-hustle, Fitbit’s 14% plummet, and the Fed’s historic decision
Aug 1, 2019 • 14 min
Turns out lawn phenom Scotts Miracle-Gro has been enjoying a sales boost by equipping cannabis producers to grow indoors. Fitbit plummeted 14% on a struggling new smartwatch, but its future could be Apple-style services. And stocks plummeted yesterday…
Apple is no longer an iPhone company, Under Armour’s 14% stock plummet, and beards break P&G’s Gilette
Jul 31, 2019 • 14 min
Turns out Apple is no longer an iPhone company after releasing its latest quarterly earnings report. Under Armour hasn’t embraced the athleisure trend enough and its latest 14% stock drop reveals it needs a rebrand. And P&G stock jumped 4% even though it…
Beyond Meat’s sophomore slump, Pfizer’s VIP-only drug cabinet, and The Athletic joins the 500 club
Jul 30, 2019 • 14 min
A new drug company hath been born — Pfizer is merging its portfolio of off-patent drugs (like Viagra and Lipitor) with epi-pen-maker Mylan. Beyond Meat’s earnings report had a good side and a dark side. And The Athletic’s subscription-only sports news biz…
LIVE interview from Livongo’s IPO, Apple’s “referee” problem, and the $26B T-Mobile/Sprint deal’s big step
Jul 29, 2019 • 16 min
We were live from the floor of Nasdaq’s opening bell ceremony at Livongo IPO’s — so we sat down to interview the president of the digital health service company. We also covered a WSJ report that Apple may be giving unfair preference to its apps in the…
Amazon’s record profit streak ends, Hershey’s “peanut butter” strategy, and the secret car meeting in California
Jul 26, 2019 • 16 min
Snackers, we love you. And we would love to learn more about you — fill out this 2-minute survey to share more about yourself and thoughts on the pod (plus, you could win a $100 Amazon gift card): http://listenerq.com/snacks/ In today’s episode, for the…
Tesla plummets 10%, Dunkin’ democratizes Beyond Meat, and UPS jumps 9% on “do-everything” strategy
Jul 25, 2019 • 16 min
With another huge day of earnings, Tesla fell 10% because one of its top cars is cannibalizing sales of another. Dunkin’ is launching a plant-based sausage sandwich with Beyond Meat, highlighting how Dunkin’s become the great trend democratizer. And UPS…
Starbucks selling its mobile app, Hasbro jumps 10% (thanks to The Avengers), and China’s new stock market
Jul 24, 2019 • 15 min
Forget coffee. Starbucks made a strategic tech investment so it can start licensing out its successful mobile app technology and loyalty program. Hasbro shares popped 10% courtesy of its critical Disney partnership. And China’s new tech-focused stock…
Uber’s Prime-ish membership, Apple’s chip acquisition, and GoPuff is our “Unicorn of the Day”
Jul 23, 2019 • 14 min
Uber is launching a pilot in SF and Chicago for a membership program that combines all its services for one price. Apple is reportedly buying Intel’s smartphone chip-making business, and that dropped Qualcomm’s stock. And GoPuff is our “Unicorn of the…
Beyond Meat’s partnership-palooza, Boeing’s $8.5B “gate”, and Tinder tries to cut out Google’s app tax
Jul 22, 2019 • 16 min
Beyond Meat is bouncing back after 2 big partnership deals — online and offline. You’re constantly hearing about Boeing’s issues, so we’re breaking down how its $8B price tag stacks up to other corporate scandals. And Tinder’s new move to sneak past the…
Microsoft’s triple-threat quarter, Skechers’ 12% surge, and iHeartMedia’s back on Wall Street
Jul 19, 2019 • 16 min
Microsoft remains the world’s biggest publicly-traded company, so we jumped into the big question no one understands these days: How it makes money. Skechers stock popped because it’s basically become an international company, but its core focus is…
Netflix’s 1st decline, Amazon’s Prime Day records, and Unicorn of the Day: Turo
Jul 18, 2019 • 16 min
The 2-day Amazon Prime Day just ended, so we jump into the “flywheel effect” that powers it. Netflix shares plummeted 12% and it’s blaming its lack of story-telling the last 3 months. And Turo is our unicorn of the day after an investment by Tinder-owner…
Apple battles Spotify for podcasts, Domino’s “Volemort-y” 9% drop, and Goldman’s pivot to main street
Jul 17, 2019 • 13 min
A report revealed that Apple wants to jump deeper into podcasts by signing exclusive deals with podcast creators sent Spotify shares down. Domino’s fell 9% after its earnings revealed it may be facing pressure from ”3rd party delivery aggregators.” And…
Chobani’s Greek yogurt strategy, Marriott’s “resort fee” call-out, and Blackstone’s digital “ad-quisition”
Jul 16, 2019 • 14 min
Chobani whipped up a new line of nut butter Greek yogurts — The Greek yogurt industry is struggling, but Chobani is using Coca-Cola’s spinoff strategy. Marriott has been charging “resort fees” for years, but now the DC Attorney General has a problem with…
Budweiser cancels biggest IPO of 2019, France passes a US tech tax, and Bird’s profitability drama
Jul 15, 2019 • 17 min
Earth’s biggest brew-glomerate, Budweiser-owner AB InBev, was planning the biggest IPO of the year by spinning off its Asia unit — that was suddenly canceled before the weekend. France unveiled a “tech tax,” but it really looks like a tariff on Silicon…
Facebook’s crypto vs. the Fed, Lululemon’s 20K-sq-foot mega-store, and why healthcare stocks jumped big
Jul 12, 2019 • 14 min
Fed Chairman Jerry Powell was visiting Congress — So he shared his thoughts on Facebook’s planned cryptocurrency (that may have caused Bitcoin to drop). Lululemon whipped up a 20,000-square-foot mega-store/club/studio, a sweatlife store format it wants to…
Zoom’s major crisis, prison stocks lose their banks, and Snapchat’s 2nd class of startups
Jul 11, 2019 • 16 min
Conference call icon Zoom made your webcam vulnerable to snooping, and the flaw got discovered in a dramatic way. SunTrust bank decided to stop funding private prison companies, so we decided to look into private prison company stocks. And Snapchat’s…
HBO Max (coming this spring), Pepsi’s Bubly obsession, and Virgin Galactic is going public
Jul 10, 2019 • 13 min
Pepsi’s earnings report seemed normal, until we noticed its CEO’s passion for the future of its sparkling water strategy. AT&T announced HBO Max with a unique angle attacking Netflix’s awkward Achilles heel. And Richard Branson’s Virgin Galactic wants to…
Snapchat’s 2 biceps of tech, WeWork’s pre-IPO debt-a-palooza, and the big minimum wage report
Jul 9, 2019 • 14 min
So far in 2019, Snap’s stock is up 160% — we’re looking at the 2 biceps of tech powering that silent comeback. WeWork wants to IPO, but first, it’s taking on some debt. A lot of it. And it’s the same strategy as a college athlete going pro. And the…
Cannabis co-CEO fired by beer board, Walmart’s Jet.com drama, and Lee Iacocca changed cars forever
Jul 8, 2019 • 14 min
Canopy Growth is the world’s largest cannabis company and it suddenly fired its co-CEO — but it looks like Corona owner Constellation Brands was all over this one. A Recode report revealed major drama within Walmart as its ecommerce arm led by Marc Lore…
Tesla goes from “dark orange” to “light yellow,” Calm is our “Unicorn of the Day,” and the 10th birthday of the longest US econ expansion.
Jul 3, 2019 • 13 min
Tesla didn’t report earnings – it reported its car deliveries, and the record numbers boosted the stock 7%. Meditation app Calm just raised more money as a $1B+ valued company, so we dive into the sleep pivot that powered its growth. And happy 10th…
Stubhub’s VIP everything for concert tickets, Nike’s women’s sports binge, and Deutsche Bank’s downward spiral
Jul 2, 2019 • 13 min
Stubhub is treating customers who spend $10k to VIP tailgates, VIP perks, and VIP customer service. The women’s national team soccer jersey is Nike’s top-selling soccer jersey ever, showing the potential to boost womens’ sales. And Deutsche Bank’s…
Budweiser acquires Babe / White Girl Rosé, The RealReal surges 45% on its IPO, and Velodyne is the startup making self-driving possible
Jul 1, 2019 • 14 min
With beer sales falling, Budweiser’s parent company AB InBev acquires the maker of Babe canned rosé and White Girl Rosé as its summer makeover. The RealReal is leading the re-commerce industry by pulling an Airbnb on thrift stores — and it just surged 45%…
Bitcoin’s best friend, Amazon is a shipping company, and Superhuman pioneers “luxury email”
Jun 28, 2019 • 13 min
While Bitcoin is rising, we looked at Advanced Micro Devices (AMD), which is the “shovel” to Bitcoin’s “mining.” A crazy stat about Amazon reveals how it’s become a shipping company. And Superhuman just raised $33M for its mission to make email a luxury…
Shopify’s customer service game-changer, WeWork acquires Waltz, and General Mills falls on snacks vs. pet food
Jun 27, 2019 • 14 min
We noticed WeWork is on an acquisition tear, and it just strategically added Waltz to its list. General Mills shares fell 4% because its snack biz is underperforming, while its fancy pet foods are winning. And Shopify powers your go-to boutique ecommerce…
Google’s “city-within-a-city-of-the-future” milestone, Starbucks and Dunkin’ hit record highs, and BMW’s big electric car/motorcycle moves
Jun 26, 2019 • 15 min
Coffee stocks Starbucks and Dunkin’ are up to record highs this year because they’re both pursuing 4 specific strategies. BMW unveiled its new lineup of Tesla-battling electric cars and even an electric bike. And Google sister company Sidewalk Labs…
“Viagra for Women” gets FDA approval, McDonald’s fresh beef investment pays off, and Caesers gets acquired to create the biggest US casino operator
Jun 25, 2019 • 14 min
McDonald’s Quarter Pounder was launched with fresh beef a year ago — and that just propelled McD’s to its first gain in burger market share in 5 years. Caesars merged with Eldorado to create the biggest casino in the US, but activist investor Carl Icahn…
Amazon’s freaky drone patent, Earth’s biggest cannabis company (Canopy) falls 8%, and Walmart’s $288M “Sorcerer” bribe
Jun 24, 2019 • 16 min
Canada’s Canopy Growth is the biggest cannabis producer in the world, but its latest numbers reveal it may have a pot demand problem. Walmart paid up a $288M bribery fine, but the management team has a reason to not be upset. And Amazon whipped up a new…
Slack is now public, Netflix’s strategic reveal, and Apple’s trade war letter
Jun 21, 2019 • 15 min
Slack shares jumped 49% on their first day of trading, so we jumped into the company that thinks it’ll replace work email within 7 years. Netflix’s Adam Sandler and Jennifer Aniston movie set a personal record, but it’s the number Netflix shared that…
Grocery Outlet IPOs today, YouTube’s huge change, and Adobe reveals why Silicon Valley loves software
Jun 20, 2019 • 13 min
Grocery Outlet’s “WOW!” IPO (listen to the pod — you’ll see what we mean) is the convergence of two major retail trends. YouTube may be launching a separate version for kids and even disable its profit-powering auto-play. And we noticed Adobe’s stock hit…
Facebook’s new cryptocurrency, Lululemon’s new #sweatlife selfcare shampoo, and Best Buy’s new FitnessTech strategy
Jun 19, 2019 • 14 min
Facebook unveiled details of its new cryptocurrency, Libra (aka “ZuckBucks”), so we jump into the key details you need to know. Lululemon’s going hard into its #sweatlife lifestyle push by launching its new shampoo, deodorant, and more, while athleisure…
Blue Apron’s reverse split, Domino’s self-driving minivan delivery, and Buzzfeed/VW union drama
Jun 18, 2019 • 15 min
Tech-focused Domino’s is unleashing a self-driving delivery minivan later this year. Meal kit pioneer Blue Apron’s shares jumped from 55-cents to over $8 because of a reverse stock split (we’ll break it down). And while Buzzfeed employees are pushing to…
Airbnb launches (crazy) “Adventures,” Chewy.com’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy
Jun 17, 2019 • 13 min
Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new “Adventures” feature lets you book wild trips you probably didn’t realize were possible (because it’s facing competition in every…
Quibi’s the #1 disruptor in video, Fiverr surges 90% on IPO day, and HSBC’s Saudi Arabia risk/reward
Jun 14, 2019 • 14 min
Startup Quibi is launching as a fully mobile streaming app with $1B in funding, and we just got more details on what it’s working on (hint: the return of “Punk’d”). Gig economy website Fiverr surged 90% on its IPO, and it literally trademarked the term…
Fortnite acquires Houseparty, Restoration Hardware’s rebel upscale strategy, and our “Unsexy Industry of the Day” is Crowdstrike’s IPO
Jun 13, 2019 • 14 min
Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming legend Fortnite acquires Houseparty in a move that may redefine the future of social media. And Crowdstrike surged 71% on its…
Mary Meeker’s epic “Internet Trends Report”, Grubhub jumps after Amazon Restaurants ends, and Brex hits $2.6B as our “Unicorn of the Day”
Jun 12, 2019 • 14 min
Mary Meeker dropped her annual 333-slide Internet Trends Report, so we pulled out 3 keys for you. Grubhub shares jumped 8% on word Amazon is ending its restaurant delivery service. And our “Unicorn of the Day” is Brex as it hits a $2.6B valuation giving…
“Work From Home” is our Trend of the Day, and Mega Merger Monday happened — Salesforce, Tableau, Raytheon, United Tech
Jun 11, 2019 • 16 min
Suddenly, it happened. Mega Merger Monday. Salesforce acquired Tableau to create the corporate starter kit of software, while Raytheon merged with United Technology to become the #2 player in the defense and weapons industry. And Zoom’s latest earnings…
Revolve’s Instagram/fashion IPO, JetBlack concierge takes on Amazon Prime, and Germany’s Aldi fires up the US grocery wars
Jun 10, 2019 • 17 min
The pioneer of social media influencer marketing, Revolve shares surged to become the 2nd best public offering stock performance of 2019 so far. JetBlack is the text-based online concierge club that just revealed key numbers as it takes on Amazon Prime…
Beyond Meat surges after 1st earnings, Cronos cannabis’ 10% surge, and Barnes & Noble is about to be bought
Jun 7, 2019 • 17 min
In its first earnings report since its IPO, Beyond Meat surged as it defends its first-mover advantage. Canadian cannabis icon Cronos is pivoting its CBD efforts to the US. And Barnes & Noble jumped on word it’s about to be acquired. Learn more about your…
Jack Daniel’s $125M tariff bill, Bird’s new scooter targets “THICs,” and GameStop’s 36% plummet
Jun 6, 2019 • 15 min
Liquor legend Brown Forman just revealed that fresh tariffs from the EU on American whiskey is costing the Jack Daniels owner $125M per year. Scooter pioneer Bird has a new bike option that’s blatantly targeting “THICs” — Town-living High Income Car-less…
Spotify’s new app, Mirror is our “Pre-Unicorn of the Day,” and why markets jumped so much Tuesday
Jun 5, 2019 • 17 min
Wall Street just had its best day since January, so we explain why (it’s all about The Fed’s focus on something sexy). Spotify whipped up a new app to fix a problem and also take down radio. And fitness-tech mirror Mirror is about to hit a $300M…
Regulators hit the Mt. Rushmore of tech, Apple’s WWDC, and the biggest private real estate transaction ever (=$18.7B)
Jun 4, 2019 • 17 min
Shares of Google and Facebook both fell over 6% on word US regulators have coordinated to take them on. Meanwhile, Apple’s big Worldwide Developers Conference unveiled fresh new iThings. And then private equity firm Blackstone led the biggest private real…
JPMorgan’s “anti-dad” case sets a record, fresh Mexico tariffs will hurt your Chipotle, and non-hotel companies jump into hotels
Jun 3, 2019 • 15 min
In a record settlement of $5M for a parental leave case, JPMorgan’s giving new moms and dads a more equal policy (although the US is still way behind). The fresh US tariffs on Mexico announced Thursday will hit cars, avocados, and Coronas. And a bunch of…
Uber’s 1st public earnings report, Firefly is the future of outdoor ads, and Dollar General & Dollar Tree’s epic days
May 31, 2019 • 16 min
In its 1st earnings report as a public company since this month’s IPO, Uber’s earnings report revealed it’s got a problem with 1 word: Growth. Firefly raises $30M and expands to NYC to forever change your cab ads. And Dollar General and Dollar Store…
Abercrombie’s worst day in 20 years, iRobot’s new launch, and SoFi’s stadium move
May 30, 2019 • 16 min
iRobot just unveiled two high-tech robot floor cleaners, but its expansion to non-cleaning things is TBD. Abercrombie & Fitch just axed 3 high-profile flagship stores — But its stock’s worst day in 2 decades gave us a key insight on retail. And SoFi is…
Zynga is our “Accidental Billionaire of the Day,” Huawei’s 4 spy stories, and tobacco’s terrible day (because of regular unleaded)
May 29, 2019 • 16 min
Farmville-creator Zynga just sold its San Francisco headquarters building for $600M — And it may be better at real estate than video games. We’re jumping into the spy-worthy “corporate theft” stories of how China’s Huawei stole secret intellectual…
Facebook’s “GlobalCoin” launching 2020, Kontoor is the new jeans IPO, and SpaceX’s 60-satellite week
May 28, 2019 • 17 min
Zuck’s launching a Bitcoin-ish cryptocurrency called GlobalCoin in 2020 so that paying for anything is as easy as messaging. Kontoor is the newly IPO’d company created after Vans-owner VF Brands spun-off its denim icons Wrangler and Lee’s — And it fell on…
Facebook’s 2.2B fake accounts, Disney’s theme park record, and the “IPO of the Day” is a talent agency
May 24, 2019 • 15 min
You’ve heard about Disney+ streaming and Marvel Movies for months — But there’s a big story around its theme parks and its new Star Wars land. Facebook’s 3rd transparency report revealed it’s destroyed 2.2B fake accounts in the last three months. And our…
“Uber Eats Pass” gets leaked, Target is retail-pocalypse-proof, and the Boeing update you wanted
May 23, 2019 • 15 min
A “reverse-engineering specialist” discovered within code in the Uber Eats app plans to release a $9.99/month unlimited food delivery service. Yesterday we told you how the retail-pocalypse is crushing JCPenny — Today we jump into how Target is thriving…
Urban Outfitters launches subscription clothing rental. Tesla hits a 3-year low. And JCPenney’s “graceful shrinking”
May 22, 2019 • 14 min
Tesla stock hit a 3-year low this week after one analysts’ aggressive dystopian imagery. Urban Outfitters is trying on its best Rent the Runway impression, whipping out a new clothing rental business to be called Nuuly. And JCPenney’s falls 7% for its…
Sprint/T-Mobile dating drama, chip shares plummet, and Mary Meeker invests in our “Unicorn of the Day”
May 21, 2019 • 17 min
Telecom icons T-Mobile and Sprint were supposed to enjoy a $26B merger relationship, but now it may be off — And that halted trading in Sprint stock. Chip-makers like Nvidia and Advanced Micro Devices have fallen 20% the last few months because of one big…
Away suitcases becomes a “Brand-icorn,” Amazon’s airport and food delivery moves, and John Deere = Trade War
May 20, 2019 • 17 min
Amazon made 2 major moves into delivery and shipping by investing in Deliveroo and breaking ground on its own 100-plane airport. Luggage startup Away hit a $1.4B valuation to become our “Brand-icorn of the Day.” And John Deere drops 8% because it’s become…
Pinterest’s 1st earnings report, TikTok’s is top downloaded app (again), and a brand new stock exchange is coming to markets
May 17, 2019 • 15 min
There’s a theme to Pinterest’s first ever earnings report: Slowing. TikTok is the Chinese app that just hit 5 straight quarters as the most-downloaded in the app store. And Long Term Stock Exchange is actually a brand new stock exchange with a very…
LaCroix sparkling water drops, Amex acquires Resy, and Americans stop having as many babies
May 16, 2019 • 16 min
To get into your weekend calendar, Amex acquired restaurant reservation app Resy to make perks way more Millenniall-y. LaCroix is owned by National Beverage Corp, whose shares fell 7% this week as analysts say it can’t handle new competition. And a major…
Match launches date coaching, Ralph Lauren’s Gen-Z moves, and Walmart’s 1-day free shipping reveal
May 15, 2019 • 15 min
Ralph Lauren shares dropped even though its latest marketing moves are winning Gen Z. Dating app icon Match announced a new coaching hotline to get you to date #2. And the “Free Shipping Wars” of Walmart vs. Amazon were just kicked up a couple notches.…
Peloton takes down Flywheel, Supreme Court says you can sue Apple, and the “Unsexy Companies of the Day”
May 14, 2019 • 16 min
Spin studio chain Flywheel has been taken over by one of its investors because it’s losing the fitness wars to tech-focused Peloton bikes. Apple fell on word from the Supreme Court it can be sued over for its App Store monopoly. And as trade war drama…
LIVE from NYSE for Uber’s IPO, Rihanna’s LVMH luxury launch, and how the newest tariffs affect you (they will)
May 13, 2019 • 15 min
We hit the floor of the New York Stock Exchange to cover Uber’s IPO for you — Here’s what we saw. For the first time in over 30 years, luxury design powerhouse LVMH is launching its 1st house from scratch: Rihanna’s Fenty. And the next rounds of tariffs…
Uber’s IPO day, Harry’s Razors acquired for $1.4B, and Party City surges 10% on helium
May 10, 2019 • 15 min
The key details you need to know on Uber’s IPO day. Harry’s disrupted the shaving subscription market, and now it’s been acquired by the company it was disrupting. And Party City stock jumped 10% after it finds a solution to the helium problem messing…
Roku’s 8% jump, Rent The Runway’s new mega (co-working) store, and TripAdvisor’s “experiences” bet
May 9, 2019 • 15 min
Roku is Netflix’s little cousin and the CFO is just happy the dongle is winning along with Disney. Rent The Runway is opening its biggest store ever in San Francisco, featuring a coworking space and a new target customer. And TripAdvisor’s growth is…
Google’s $399 smartphone, Crocs’ comeback, and GM’s robotaxi Cruise snags $1B
May 8, 2019 • 15 min
Google’s I/O event day enjoyed protests, AI tech to screen fake calls, and a $399 Pixel phone. General Motors acquired self-driving car startup Cruise when it was worth $1B — Now it’s worth $19B, and wants robotaxis on streets this year. And Crocs shares…
Big Trade War update, Apple’s bought 20+ companies in 6 months, and the largest VC investment in Latin America ever
May 7, 2019 • 17 min
The Trade War was supposed to end this week with a peace deal. That’s not looking likely, and we’ll tell you why. Apple’s CEO casually dropped that the company’s bought over 20 startups over the last six months. And super delivery app Rappi just raised…
Warren Buffett’s epic annual event, Planet Fitness’ innovative real estate strategy, and almond milk vs. Dean Foods dairy
May 6, 2019 • 16 min
The annual Berkshire Hathaway shareholder meeting showcased 88-year-old legendary investor Warren Buffett, so we broke down his 6 hours of one-liner business takeaways. Planet Fitness shares are up 75% in the last year, so we’re focused on its innovative…
The Taser CEO gets $246M in stock comp, Beyond Meat surges 163%, and Wayfair drops 7% because you’re expensive
May 3, 2019 • 14 min
Axon Enterprises is the company behind the taser, and it just awarded its CEO $246M in compensation — So we look in to how it’s set up to incentivize him. Beyond Meat surged 163% on its IPO day. And Wayfair is the biggest online furniture platform whose…
Molson Coors falls 8% on mid-beer crisis, Royal Caribbean becomes pricing power superhero, and Fitbit is our “Survivor of the Day”
May 2, 2019 • 16 min
With beer sales slowing, Molson Coors is desperately focused on innovation (aka non-alcohol drinks), but shares fell because of its beer battles. Fitbit used to be profitable, now it’s using partnerships to survive. And Royal Caribbean jumped 7% as it…
Facebook’s new “FB5” redesign (and dating feature), Apple’s past-dependent business model, and Merck’s profits quadruple
May 1, 2019 • 14 min
Apple’s earnings report was critical for what it didn’t say, just as much as what it did — And it reveals that Apple’s transformation. Facebook’s F8 event revealed new features (dating and crushes), but the big focus was its app redesign. And Merck’s…
Spotify hits 217M profitless users, Airbnb & Marriott’s twin announcements, and Chewy.com’s “pet humanization” IPO
Apr 30, 2019 • 17 min
Spotify now boasts 100M paying subscribers, so we looked into why it’s still losing so much money (hint: It’s betting on podcasts). Airbnb and Marriott both revealed new services that look a lot like each other (awkward). And PetSmart’s digital brand…
Beyond Meat boots its meat-focused investor, Comcast (shockingly) hits record high, and one startup’s worst 1st week
Apr 29, 2019 • 13 min
Plant-based meat innovator Beyond Meat had an awkward investor: The world’s 2nd biggest meat producer, Tyson Foods — So Beyond Meat kicked it out before its upcoming IPO. Old school cable throwback Comcast is winning even though you cut the cord. And…
Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87
Apr 26, 2019 • 15 min
Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to your daily routine. Walmart has been cooking up a “store of the future” out of its Long Island-based lab, so we checked it out.…
Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”
Apr 25, 2019 • 14 min
Ford needs help with electric cars (and help if its electric trucks fail), so it dropped a $500M investment in electric pickup startup Rivian. Domino’s sales slowed because of aggressive DoorDash/UberEats promo codes, but shares jumped 5% because the new…
Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama
Apr 24, 2019 • 14 min
Twitter jumped 16% after focusing on a new metric to make you impressed. Hasbro surged 14% after Play-Doh, Monopoly, and Transformers powered its first sales gain in 6 quarters. And Harley-Davidson stock dipped, while Whirlpool’s rose, but both because of…
Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US
Apr 23, 2019 • 16 min
Tesla’s “Autonomy Investor Day” featured Elon saying he’s “very confident” it’ll have 1 million robo-taxi Teslas by 2020. Online real estate platform Zillow fell 4% on word its “iBuying” feature may not be working as planned. And Luckin’s the freakishly…
Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”
Apr 22, 2019 • 15 min
Out of last week’s 8 IPOs, we’re focusing on Zoom — The shockingly profitable tech company with a fascinating CEO. T-Mobile gets into banking with a 4% checking account (it comes with a couple asterisks). And tobacco stocks dropped on a major proposal to…
Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)
Apr 18, 2019 • 15 min
Pepsi rose to an all-time high as advertising’s rescued its soda biz. Wish is reportedly raising $300M to reach an $11B valuation as 2018’s most-downloaded ecommerce app. And you haven’t ridden on Kansas City Southern Railroads, but it just jumped 4% and…
Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand
Apr 17, 2019 • 14 min
Qualcomm shares surged after settling a major court battle with Apple that’ll give it plenty of iPhone $$$. Walmart’s launching a kids clothing subscription box that’s straight out of Stitch Fix’s playbook. And men’s erectile dysfunction startup Ro hit a…
Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%
Apr 16, 2019 • 14 min
House Starbucks or House Dunkin’? Panera kicked the fast-food Breakfast Wars up a notch with its focus on coffee. Waste Management’s $5B acquisition highlights the business future of trash. And Gogo in-flight Wi-Fi’s 8% jump shows the company’s biggest…
African tech IPO Jumia jumps big, Facebook’s board drama, and JP Morgan jumps 5% as it looks into America’s wallet
Apr 15, 2019 • 17 min
The “Amazon of Africa,” Jumia, surged 75% on its IPO day, but it’s really more of an everything-app for 14 fast-growing African nations. Netflix CEO Reed Hastings is leaving Facebook’s board because things are getting too awkward. And JPMorgan rose 5% as…
Amazon throws shade at competitors, Lemonade raises $300M, and Keurig Dr. Pepper falls 4% on cocktail K-Cups
Apr 12, 2019 • 17 min
Jeff Bezos’ annual letter to Amazon shareholders ripped on eBay and professed love for gut instincts. Keurig Dr. Pepper stock fell 4% because its new K-Cup partnership with Budweiser seems dubious. And insurance startup Lemonade raises $300M with an…
Uber doesn’t want its IPO to be like Lyft’s, Netflix’s unprecedented comedy move, and Delta’s 2 “profit puppies”
Apr 11, 2019 • 13 min
Lyft shares have fallen 25% since their first day of trading — And things got worse yesterday because of what Uber revealed. Netflix is partnering with another subscription service for the first time, and this one’s all about comedy. And Delta jumped 2%…
Levi’s 1st earnings report, Under Armour drops 4%, and Bank of America’s big pay raise
Apr 10, 2019 • 14 min
In its first earnings report since its March IPO, Levi’s shares jumped. Under Armour dropped 5% because a single survey showed it’s lost consumer love big-time. And Bank of America just jacked up its minimum wage to $20 an hour — And that says a lot about…
“Avengers” powers AMC movie theater stock, Chuck E. Cheese’s plans to go public again, and GE falls because of “the GE whisperer”
Apr 9, 2019 • 14 min
Don’t call it a comeback (but it is a comeback). Your childhood Chuck E. Cheese’s has been revamped by private equity and wants to go public again. AMC jumped 9% on word the latest “Avengers” could have the biggest movie opening ever — And this summer is…
Bumble launches a physical magazine, Snapchat gets into gaming, and 1 problem in the “perfect” jobs report
Apr 8, 2019 • 14 min
Ladies-first dating app Bumble just published a physical magazine as it transitions online to offline. Snapchat stock popped last week after its big move to make video games for non-video-gamers. And the March Jobs Report showed continued economic growth,…
Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%
Apr 5, 2019 • 13 min
Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine biz for $1.7B to pivot to beer. And Tesla dropped 9% on e-car sales worries (FYI, Elon Musk was busy in…
McDonald’s 2nd investment in a week, Uber’s and NYC’s traffic tax, and Ikea’s new furniture rental service
Apr 4, 2019 • 13 min
McDonald’s stock hit a record high after its 2nd investment in a week to make its food more tech. Uber’s IPO is coming up, but it’s been busy making NYC’s new congestion tax happen. And Ikea pulls a Rent-The-Runway and announces a furniture subscription…
FemTech grabs $42M for breast pumps, Whole Foods finally cuts prices big, and Walgreens drops 12%
Apr 3, 2019 • 14 min
Elvie raises $42M to scale its “iPod of breast pumps” in a big week for FemTech. Whole Foods (finally) cuts prices today, but it shows how Amazon’s grocery strategy is a mess. And Walgreen’s is officially the worst stock in the Dow yesterday and for all…
Burger King launches plant-based Impossible Whoppers, Kellogg’s sells its cookies for $1.3B, and Google’s Gmail turns 15
Apr 2, 2019 • 13 min
Nutella’s owner just bought Keebler and a whole bunch of cookies from Kellogg, even though Pringles sales are jumping. Gmail is Google’s secret weapon against Amazon. And Burger King partnered with Impossible Foods to make plant-based burgers mainstream.…
2019’s IPO profit problem, Restoration Hardware plummets 22%, and Brexit’s “big” day
Apr 1, 2019 • 15 min
Lyft popped 8% on IPO day, and it reflects a bigger theme with 2019’s tech IPOs: Profits don’t matter (yet). March 29th was circled for years on calendars — We’ll look at what happens now that it didn’t happen. And Restoration Hardware drops hard even…
Lyft IPOs, Facebook’s ad model gets sued, and the Mets’ Moviepass situation
Mar 29, 2019 • 14 min
Lyft’s IPO is today, so we tell you how it got here. Facebook’s facing another lawsuit, this time about its core business model. And the Mets are Movie-passing themselves this baseball season. Learn more about your ad choices. Visit…
Casper becomes a unicorn, Lululemon surges 11% on Man-leisurewear, and Southwest’s big Boeing problem
Mar 28, 2019 • 12 min
Lululemon’s sales stretched as the CEO sets gender parity goal. Casper Mattress’ slide deck gets revealed, just as it hits a $1.1B valuation. And Boeing’s proposed a new fix to its faulty 737 Max planes, but Southwest is feeling the pain. Learn more about…
Bed Bath & Beyond’s “intervention,” Cronos cannabis’s humble-brag, and the new meme-messing internet law in Europe
Mar 27, 2019 • 13 min
Bed Bath & Beyond surged 22% for its best day in a decade, but because investors are having an intervention with management. Cronos’ quarterly sales surged 248%, but there was so much more to the Canadian cannabis company’s earnings report. And the EU…
Apple’s biggest day since the iPhone, Winnebago gets Marie Kondo’d, and the 1st eSports stadium
Mar 26, 2019 • 15 min
In 4 minutes, we break down Apple’s hugest product event since the iPhone (it’s all about da bundles). Winnebago’s RV sales dropped 17%, but Millennials are saving camping. And America’s getting its 1st ever 100% fully eSports stadium…in Philly Learn more…
MarketSnacks acquired, Pinterest’s IPO deets, Papa John signs Shaq, and Tiffany’s falls 5%
Mar 25, 2019 • 13 min
This is big. MarketSnacks has been acquired by Robinhood, and is now Snacks Daily — Same digestible financial news, better everything else. Today, we jumped into Pinterest’s IPO filing material to discover they’re all about Millennial moms. Papa John just…