The Best One Yet
🫶🧾 “Eras Tour receipts” — Taylor Swift’s concert payday. Disney’s doubling cruise line. DeBeers’ industrial diamonds.
Tue, 10 Dec 2024
After 149 concerts, Taylor Swift’s Eras Tour just ended… and we got the financial receipts.Disney is doubling its cruise line… because Disney Cruise is actually its most popular product.Get This: 80% of diamonds are not used for jewelry… they're used for factories.🏀 Plus, the biggest endorsement deal of all time is Nike’s Air Jordan shoe... but it was banned by the NBA. The surprise origin story of Air Jordans is the next episode of our new show The Best Idea Yet. Click here to listen: Wondery.fm/TheBestIdeaYetLinks “The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chapter 1: What were the financial results of Taylor Swift's Eras Tour?
Over the last two years, we've said that Taylor should IPO her entire business. Let fans buy Taylor's stock. We did, and we said she should launch her own ticketing service so Taylor Swift could disrupt Ticketmaster. Her tour has provided a whole bunch of episodes worth of content for this show. We've made a lot of money on advertising revenues by covering the business of Swiftonomics.
But the heiress tour has provided even more business for the rest of the world. And that business is our takeaway. So, Jack, what's the takeaway for our buddies... Wearing short skirts and t-shirts over at Taylor Swiftonomics. Where Taylor went, GDP grew. Yetis, the coolest thing about Taylor's Heiress Tour is how $1 spent on tickets by you led to $6 more you spent on everything else.
In the U.S., the average fan spent $1,300 total to see Taylor, if you include the outfits, the hotel, the food and drink, and the travel. And the sparkles. In fact, Taylor's fans traveled an average distance of 338 miles just to see her. So Taylor's 15 nights in the United Kingdom, Nick, they added $1.3 billion to the British economy, according to Barclays.
Well, Jack, what if we extrapolate that number to her entire era's tour? Then there were $13 billion of additional revenue beyond what Taylor collected. So yeti's Taylor, she headlined the year of the sheconomy with Barbie playing a supporting role. In 2023 and 2024, the music world witnessed an heiress tour. But the economic world witnessed a stimulus tour.
Because everywhere Taylor went the last two years, GDP grew. For our second story, Disney is launching seven new cruise ships. Disney is doubling their cruise business. Why is Disney investing $12 billion on new cruise ships? Why are they doing it, Jack? Because of one single survey. Yeah, it is. Funny thing, the movie Titanic, it was not a Disney movie.
Bob Iger is now avenging that injustice with this news. Yes, he is. Disney just ordered seven new cruise ships priced at about $2 billion per boat. That means each vessel costs 10 times the price of Zootopia. By 2031, Disney will have doubled their fleet to 13 total cruise ships. Now, can I sprinkle on some context to that 13 cruise ships that Disney's going to have?
I would love for you to do that. Carnival has 27 cruise ships. Royal Caribbean has 28 cruise ships. Disney's going to have 13. It's right up there. Disney is basically a cruise company now is what we're saying. But only Disney cruises have grown adults dressed on the poop deck as Pluto, Goofy, and Donald Duck. Yeah, they're the only ones steering the ship.
And with Coco and Frozen themed stage shows and Avengers themed laser tag on the starboard board. Bow! It's a family affair, which is why, according to the Wall Street Journal, Disney can charge twice as much a price as Carnival and Royal Caribbean charge. That's right, besties. There is pricing power in that pixie dust.
By the way, side note, Nana, if you're listening, thank you so much for that Royal Caribbean cruise I went on when I was 12. I didn't go on it, but I'm pumped that I heard the stories from Jack. In the meantime, yetis, what Jack and I found fascinating about this story is why is Disney doubling down on cruises in the first place? Because they realized they can serve two customers instead of one.
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Chapter 3: What percentage of diamonds are actually used for jewelry?
You see, last week, we did this fascinating story on the Guinness sales surge right now that is being driven by Ginfluencers. Guinness sales are up 24% among young women. It's not just a guy's drink right now. Jack and I also mentioned that Guinness beer was limiting supplies in the United Kingdom, and we referred to the UK as their home island.
Guinness is based in Ireland, which is not part of the United Kingdom. Now, interesting source of the mistake, but Guinness is actually owned by Diageo, which is a company based in London. And that's the little mix-up where we said Home Island was the UK. So a British company actually owns the Irish beer. That's enough. I'm just going to Irish exit this best fact yet.
While Jack is Irish exiting over there, you look fantastic. And now that you finished today's show, we know the perfect thing you should listen to next. Check out our iconic story of the Air Jordan sneaker. Michael Jordan's mom literally made this deal go through, and it is the biggest deal in sports shoe history. And it's the reason why Nike is number one today.
Okay, so go and check out The Best Idea Yet. That's our new weekly show. You can check it out every Tuesday. We even have a link in today's show notes to make it super easy for you. If you've seen the Air Jordan movie, you need to listen to this Air Jordan episode. We got some updates for you about that Air Jordan movie, don't we, Jack?
So yetis, head on over to The Best Idea Yet, and Jack and I will see you there. And remember to call your mom. And before we go, a happy birthday to Yeti Chrisia Natalia in Jakarta, Indonesia, who's listening to this pod while celebrating a birthday and is about to have a baby girl in two weeks. Congrats, Chrisia. Happy birthday to Oliver, who's turning nine in lovely Los Angeles.
Oliver's listening every day on the way to school. Oliver, celebrate the best one yet. Happy birthday to Caden Silverstein in New York City. And Andy Kasler's got a belated birthday over in Washington, Illinois. And a huge shout out to Chase McElroy. Great guy. Big fan of the show who actually built a caroling app way before Uber got into caroling. Way before.
And then a men's shout out to our bestie, Lila Adler, over in Venice, California, who just went full hustle. Jack, what's going on here? Lila told us on this pod about her side hustle, Jerry Wipers, which is basically windshield wipers for snow goggles. Well, Lila is now full time on Jerry Wipers, and we think it's the best idea yet. Not too shabby.
And to anyone else celebrating something today, make it a T-boy. Celebrate the wins. This is Jack. I own stock of Disney and Nick owns stock of Nike. If you like the best one yet, you can listen ad-free right now by joining Wondery Plus in the Wondery app or on Apple Podcasts. Prime members can listen ad-free on Amazon Music.
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