The Best One Yet

🟠 “Huge” — Trump’s SPAC. WeWork’s Batman. Tesla’s ca$h money.

22 Oct 2021

Contributed by Lukas

We just got the 1st ever stock chaired by a former US president… and it jumped 350% on Day #1. Two years after it canceled its IPO, WeWork just went...

🐙 “The Tragic Kingdom” — EA’s FIFA breakup. Netflix’s squid game(s). Ulta Beauty’s journey.

21 Oct 2021

Contributed by Lukas

EA Sports got dumped by FIFA, so it’s planning the unthinkable: FIFA without FIFA. Ulta Beauty stock dropped 12% because when you leave Ulta, you ge...

🍕 “The greatest streak is over” — Domino’s era ends. Apple’s Dr. AirPods. Instacart’s smartest cart.

20 Oct 2021

Contributed by Lukas

Our favorite streak in Wall Street history ended as the era of Domino’s domination closes. Instacart just made its biggest acquisition ever: It’s ...

🥣 “The Oat-pocalypse” — Oatly’s all-time low. Roblox’s meta-life. J&J’s toxic Texas two-step

19 Oct 2021

Contributed by Lukas

We’re on the verge of an oat-pocalypse as the US faces its greatest oat shortage in history… so good time to check out Oatly’s stock. Roblox is ...

👵🏻 “OldCoin” — LeBron’s finding MiMo. Bitcoin’s retirement. LinkedIn’s red-light-green-light.

18 Oct 2021

Contributed by Lukas

LeBron’s media startup side-hustle just hit a $725M valuation, but then we noticed he pulled the boldest move in investing: “The MiMo.” Bitcoin ...

🏋️‍♀️ “Open gym relationship” — ClassPass-quisition. GitLab’s radical IPO. America’s super strike.

15 Oct 2021

Contributed by Lukas

Ex-unicorn ClassPass was just acquired by MindBody because the future of working out could look like dining out. GitLab surged 35% on its IPO and it’...

🏖️ “The Host Economy” — Airbnb’s home-fluencing. Vuse’s approved eCig. The Government’s grand intervention

14 Oct 2021

Contributed by Lukas

The Creator Economy gets all the attention, but Airbnb thinks a new thing will get just as big: The Host Economy. For the 1st time in history, an ecig...

🏒 “NHL = 44X < NFL” — Zale’s proposal-palooza. Starbucks’ 50th. Hockey’s renaissance.

13 Oct 2021

Contributed by Lukas

The owner of Zales, Kay, and Jared’s isn’t just selling more jewelry than ever, it’s selling pricier jewelry. Is Starbucks 50 years old or 50 ye...

🩲 “Who wears short shorts?” — Chubbies’ frat IPO. Southwest’s hangover. Nobel’s burger-flipping prize.

12 Oct 2021

Contributed by Lukas

The artist behind Chubbies’ shorts is going public, but it’s really a fraternity. Southwest Airlines just canceled so many weekend flights that it...

🦇 “Keep Elon Weird” — Saudi’s soccer cinderella. Tesla’s Austin move. Asana’s CEO secret.

11 Oct 2021

Contributed by Lukas

Asana’s stock is a top stock of 2021 - and their CEO has been buying more and more of his own stock all year. Tesla just quit California to move to ...

👖 “Cotton Catastrophe” — Levi’s chain. Perfect Day’s meat ice cream. Gen Z’s Nike-fication.

08 Oct 2021

Contributed by Lukas

Levi’s stock surged 8% not because of jeans it’s selling, but because of what it’s buying. Perfect Day hit a $1.5B valuation for pioneering a ne...

🖼️ “1/1000th of a Bob Ross” — Cruise’s $50B robo-taxi ride. Masterworks’ unicorn painting. Google’s carb nudge.

07 Oct 2021

Contributed by Lukas

Cruise’s robo-taxis are already driving through the streets of San Francisco, which could deliver GM an extra $50B in sales. Masterworks hit a $1B v...

🍷 “Hey Alexa, pour Pinot” — Napa’s audio wine. Twitter’s tipping. Oil’s $5 per gallo

06 Oct 2021

Contributed by Lukas

Duckhorn Vineyards just IPO’d as a pure-play pinot stock, but its latest move isn’t drinking wine, it’s listening to wine. Oil prices just hit r...

🦑 “#SquidGame” — Netflix’s squid strategy. Crypto’s physical stores. Undersea Cables’ moment.

05 Oct 2021

Contributed by Lukas

Squid Game has become a market-moving Netflix show messing with stocks. The latest move in digital cryptocurrencies is physical crypto stores. And a 4...

🍸 “What happens at Cosmo” — Merck’s Covid pill. Vegas’ $5.7B Cosmopolitan. Ozy’s Fyre Fest.

04 Oct 2021

Contributed by Lukas

Merck jumped 16% on word it may have created a Covid-crushing pill, then its stock created a Corporate Conga Line. The Cosmopolitan Hotel in Vegas sol...

👕 “The Yeezy Premium” — Kanye + The Gap. Dollar Tree’s $2. Star Wars’ cruise strategy.

01 Oct 2021

Contributed by Lukas

The Gap stock popped because, you know, Kanye — So we’re breaking down the size of the Yeezy Price Premium ($58 per hoodie). A new dollar store op...

👀 “The Dumbledore of DTC” — Warby Parker’s stock. Amazon’s robo-pooch. Debt Ceiling’s drama.

30 Sep 2021

Contributed by Lukas

Warby Parker just went public with $56 worth of eyeglasses, but its greatest creation isn’t shades — it’s its business model. Amazon’s biggest...

🧱 “Legos & SPAM” — Lego’s un-focus focus. Ferrari’s iPhone guy. TikTok’s billionth user.

29 Sep 2021

Contributed by Lukas

Lego became the biggest toy company on Earth by no longer targeting kids. TikTik just joined the One-Billion-User Club, but TikTok’s not making enou...

🚗 “Autopilot+” — Tesla’s roomba. Zillow’s conspiracy. Aurora Cannabis’ brand.

28 Sep 2021

Contributed by Lukas

Tesla launched full self-driving mode for its cars, but the problem is the speed limit (there isn’t one). Aurora Cannabis’s stock has fallen 95% f...

🧨 “Banned in China” — Firework’s $100M broccoli. Bitcoin’s grounded. Zuck’s burn book.

27 Sep 2021

Contributed by Lukas

You’re grounded: China just all-out banned crypto-anything in China… but that could be good for crypto in the US. Firework is TikTokifying Alberts...

🥖 “Limited Breadsticks” — Olive Garden’s new spice. Amazon’s dressing rooms. Redwood’s urban mining.

24 Sep 2021

Contributed by Lukas

Olive Garden’s record high stock price explains the rift between Wall Street and Main Street. Amazon is whipping up its 1st department stores with a...

🌝 “Oompa Loompa TV” — Princess Polly’s IPO. Netflix’s chocolate factory. Airbnb’s travel revolution.

23 Sep 2021

Contributed by Lukas

Forget Fast Fashion and Second-Hand Clothing… Princess Polly and Culture Kings just IPO’d thanks to Real-Time Fashion (and micro-influencers). Net...

👩‍🎤 “Gaga goes public” — Universal Music’s IPO. Sorare’s soccer NFT. Volkswagen+.

22 Sep 2021

Contributed by Lukas

Universal Music popped on its IPO because your Insta stories are powering music. Sorare just landed the biggest deal in NFT history because it turned ...

🐳 “It’s the ripple, not the splash” — Evergrande’s crisis. Hotel Peloton. The Emmys’ real winner.

21 Sep 2021

Contributed by Lukas

Stock markets had their worst day in months because China’s got a brewing real estate crisis (cue the Lehman Brothers vibes). We noticed that Peloto...

🛥️ “Cool nuclear sub, brah” — Submarine stock-apalooza. Dutch Bros broistas. Microsoft’s $60B treat-yo-self.

20 Sep 2021

Contributed by Lukas

We just got a peek into the nuclear submarine industry after subs experienced their biggest drama since the periscope. Dutch Bros coffee popped 60% si...

👩‍🚀 “Elon’s favorite child” — SpaceX vs Everyone. $Harvard vs $Yale. NYC vs Delivery apps.

17 Sep 2021

Contributed by Lukas

SpaceX wasn’t the first to send regular humans to space, but this week’s launch is otherworldly. Harvard’s college endowment is bigger than ½ t...

🍦 “Grab your McFlurry wrench” — Canva’s $40B tap-onomics. McDonald’s McFlurrygate. Rivian’s Ricky Bobby eTruck.

16 Sep 2021

Contributed by Lukas

Canva just became the #5 most valuable startup, and the #1 most valuable female-founded startup ever. Rivian just hit the biggest milestone yet for el...

🐘 “The Jurassic Park startup” — Toast’s IPO champagne. Mailchimp’s bootstrapped billions. iPhone 13.

15 Sep 2021

Contributed by Lukas

Toast is popping bottles for its IPO after finding the one area of food everyone forgot about. Mailchimp just sold for $12B by pulling off something n...

🤐 “Secret Elite VIP Club” — JPMorgan’s Infatuation feast. Facebook’s secret X-Check. Taxes poppin’.

14 Sep 2021

Contributed by Lukas

The WSJ’s deep reporting shows Facebook’s got a secret club of 5.8M VIPs users subject to different FB rules than everyone else. JP Morgan just ac...

💩 “Smart Butt” — Casana’s toilet tech. Amazon’s new living room. Fortnite’s epic victory.

13 Sep 2021

Contributed by Lukas

Toss out your Fitbit... the biggest new thing in health tech is a smart toilet that analyzes your waste. Amazon knows the average American spends 6 ho...

🕶️ “Facebook Ray-Bans” — NFL’s hail mary 5G. Zuck’s 1st smart glasses. Lulu-ton vs Pelo-lemon.

10 Sep 2021

Contributed by Lukas

The NFL season kicks off this weekend, but the focus is your phone. Facebook just whipped up its first smart glasses, so Zuck’s sporting Ray-Bans. A...

🎮 “GameStop’s rebuilding season” — Theranos' trial. Beauty Pie’s insane loyalty. GameStop’s new team.

09 Sep 2021

Contributed by Lukas

Elizabeth Holmes put on her finest black turtleneck for the 1st day of the Theranos fraud trial. GameStop is rebuilding its team with more roster move...

🌋 “B-day” — El Salvador’s Bitcoin Day. Callaway Golf’s comeback. Entergy’s buried treasure.

08 Sep 2021

Contributed by Lukas

Happy B-Day to El Salvador, which just made Bitcoin legal tender… so we’re looking at how it went down (spoiler: lava). Callaway Golf shockingly c...

🧜‍♂️ “Bro-tox” — Botox for guys. Apple’s drivers license. Whoop’s free unicorn.

07 Sep 2021

Contributed by Lukas

While we were on our August vacation, Botox has been thriving — Botox for guys (Brotox). Apple had its worst month in years, but we think the real s...

👶 “What comes after Gen Z?” — Facebook’s 1st Metaverse. Home Depot’s Halloween. Gen Alpha’s Mom-lennials.

20 Aug 2021

Contributed by Lukas

Snackers, this TBOY is our last pod until Tuesday, September 7th. (we’re taking some August vacation to rest the pipes). So we’re looking at Faceb...

🦖 “Dino Nuggets” – TikTok’s new boss. Weed’s Julia Roberts. Maven’s special unicorn.

19 Aug 2021

Contributed by Lukas

TikTok just passed Facebook for most downloaded app of 2021, but its new boss is… China’s government. Tilray Cannabis is buying weed store MedMen ...

🎒 “Revenge backpacks” — Tesla’s round-up marketing. Oreo’s cakes. Walmart’s anti-innovation.

18 Aug 2021

Contributed by Lukas

Mondelez is turning Oreo’s from cookies into cakes because snacking evolved to indulging. The government probe into Tesla’s self-driving could be ...

♨️ “2 parts good coffee, 1 part cheap coffee” — Coffee’s swap-flation. Sonos’ rich David. Authentic Brands’ Reebok reboot.

17 Aug 2021

Contributed by Lukas

Your morning coffee could get pricer now that coffee bean prices have surged 43%... unless we see some "Swap-flation" (new thing). Sonos sued Goliath,...

🐠 “My tuna is a tomato” — Seafood’s plant-based surprise. FIGS’ nurse fashion. Marriott’s & Airbnb’s bleisure.

16 Aug 2021

Contributed by Lukas

Plant-based meat is getting all the love, but the next plant-based meal is faux fish. Marriott and Airbnb couldn’t be more opposite, but now they’...

🧑‍🎨 “The Da Vinci of Drive-Thru” — Taco Bell’s renaissance. Disney’s great experiment. Miami’s other money.

13 Aug 2021

Contributed by Lukas

There’s a renaissance going on with Drive-Thrus, but Taco Bell just whipped up the ultimate masterpiece. Disney’s stock jumped 5% because it’s r...

⚽ “Kardashian vs Messi” — WeWork’s new SaksWork. Weight Watchers’ cold vaxx summer. Lionel Messi’s Nike shirt.

12 Aug 2021

Contributed by Lukas

Lockdowns grew our waistlines, but Weight Watchers stock plummeted 25% yesterday. The real celebration of Lionel Messi’s record-breaking soccer deal...

😈 “We can’t say it on the pod” — SmileDirectClub’s frown. Infrastructure’s $1 Trillion menu. F***YouPayMe’s moment

11 Aug 2021

Contributed by Lukas

This was the year of the mouth makeover as you glammed your molars, but SmileDirectClub’s stock just plummeted 25%. The Infrastructure Bill just got...

🦧 “Bitcoin for Batman” — AMC’s storytelling. Walmart’s free tuition. Big Chicken’s $5B wing.

10 Aug 2021

Contributed by Lukas

AMC just announced it’ll accept Bitcoin for your ticket if you want to watch your 478th Marvel movie. The Wage Wars have turned into the Battle of t...

🚦 “Crypto traffic lights: Good or bad?” — Levi’s corporate FOMO. The Fantastic American 4. Bitcoin’s speed limit.

09 Aug 2021

Contributed by Lukas

The Chief of Wall Street said that crypto is the “Wild West,” so we’re looking at Bitcoin’s Traffic Light problem (or is it an opportunity?). ...

💋 “Rihanna Rich” — Fenty’s celebrepreneur. Clear’s ID-killer. LUber’s opposites.

06 Aug 2021

Contributed by Lukas

The newest billionaire is Rihanna, but the real story is the new business model of “Beauty Celebrepreneurs”. Clear Secure’s stock is up 75% sinc...

⛰️ “Coors Premium” – Molson’s economy massacre. Big TV’s ad migration. Tencent’s electric drug.

05 Aug 2021

Contributed by Lukas

Molson Coors is retiring 11 classic brew brands because beer is like an airplane. Tencent (Earth’s 2nd biggest video game company) was just told by ...

🍊 “The other juice cleanse” — Delta Variant’s biz impact. Pepsi’s OJ. Gopuff’s dark stores.

04 Aug 2021

Contributed by Lukas

The Delta Variant - we tell you what it means for stocks, business, and the economy. PepsiCo is selling off its orange juice biz for $3.3B. And GoPuff...

🦄 “Big Little Unicorns” — Reese’s $900M schmoovie. DraftKings’ sports bar. Square’s $29B FOMO.

03 Aug 2021

Contributed by Lukas

DraftKings wants to launch its first ever sports bar. Reese Witherspoon sold her schmoovie studio for $900M because “The 3 C’s of Content” are k...

💇‍♀️ “A $750M barbershop” — Pinterest’s plummet. Sherwin-Williams’ paint party. Squire’s barbershop rebound.

02 Aug 2021

Contributed by Lukas

Pinterest dropped 20% as it takes on its biggest pivot ever: From search engine to scroll engine. Sherwin-Williams has whipped up fresh paint since 18...

🍳 “Chef BoyarDoorDash” — Amazon Prime spider web. DoorDash’s kitchen. Comcast’s anti-Disney.

30 Jul 2021

Contributed by Lukas

DoorDash just launched a new ghost kitchen, but the shocker is who’s actually whipping up the eggs… DoorDash is chef. Comcast isn’t just keeping...

🧊 “The secret cold brew lab” — Starbucks’ nitro party. Athleta’s Simone Biles moment. Chips’ ice cream headache

29 Jul 2021

Contributed by Lukas

Starbucks just snagged a record quarter because your cold brews are Starbucks’ new profit puppy. Simone Biles just put her mental health before a go...

🥳 “The Lassie of profit puppies” — Apple’s growth flip. Philip Morris’ self-loathing. Louis Vuitton’s handbag record.

28 Jul 2021

Contributed by Lukas

Apple just told us that its iPhone business is literally as big as Costco. Cigarette-maker Phillip Morris just asked the UK government to ban… cigar...

🛍️ “Not PrimeCoin” — Amazon’s Bitcoin drama. Hasbro’s secret movie. Lucid’s semi-zucking.

27 Jul 2021

Contributed by Lukas

Bitcoin just jumped 15% after a PFWTM mentioned that Amazon will accept Bitcoin and then launch its own crypto… but then everything changed at 4:55p...

👙 “Airbnb for Pools” — Facebook’s “Metaverse”. Swimply’s pool play. Kim-Clark’s shrinkflation.

26 Jul 2021

Contributed by Lukas

Facebook reports earnings this week, but the real story is that Zuck’s been building a Metaverse this whole time. Swimply just became the Airbnb for...

🌯 “The $50 Billion Burrito” — Olympics’ money. Chipotle’s 2 lives. The Opioid $26B settlement.

23 Jul 2021

Contributed by Lukas

The Olympics kick off today in Tokyo, so we’re looking at who actually wins the Olympics. Chipotle stock just hit a record high because it just disc...

🤕 “Fail Fast and Make Things” — Tesla’s SuperChargers. Varsity Inc.’s payday. Twitter’s un-Zucking.

22 Jul 2021

Contributed by Lukas

Tesla’s kept a profit puppy hidden from us the last few years… but now it’s giving it away to competitors? College athletes are about to profit ...

🎳 “El Duderino of the Pins” — Bowlero’s $2.6B. Peloton’s 1st video game. Moderna’s Arya Stark.

21 Jul 2021

Contributed by Lukas

Peloton just announced a video game because it needs you to stay on the bike like Donkey Kong is forcing you to. The biggest bowling alley on Earth is...

💩 “Why stocks dropped big” — The Dow’s 700-point plummet. Tractor Supply’s chicken surge. Hero’s conversational commerce.

20 Jul 2021

Contributed by Lukas

The Dow suffered its biggest drop of the year because the stock market narrative can change freakishly fast. Tractor Supply Company loves farmers, ran...

✨ “We’re ensconced in velvet” — Soho House’s urban club IPO. Zoom’s translation deal. Fathom’s 3D revolution.

19 Jul 2021

Contributed by Lukas

If you like working under a chandelier, then Soho House’s IPO has a Takeaway for you at its members-only club in Mykonos. Zoom just acquired a trans...

🍸 “The 4th alcohol” — Boston Beer’s cocktail-ification. Big Banks’ silver bullet. Your new doctor date.

16 Jul 2021

Contributed by Lukas

Two major liquor legends are teaming up to pursue a new category of alcohol: The Canned Cocktail. All 6 big US banks just reported earnings and they’...

💰 “You get $300/month per kid” — Cash for kids. Oatly’s shenanigans. LG’s special battery.

15 Jul 2021

Contributed by Lukas

Oatly stock dropped after an activist investor accused the alt-milk icon of “shenanigans” and “mind control.” LG doesn’t just make your TV a...

🥩“Don’t disrupt the grill” — Weber’s BBQ IPO. Netflix’s podcasts. Inflation’s big winner.

14 Jul 2021

Contributed by Lukas

Grilling icon Weber just announced a flame-broiled IPO, but its greatest strength is its greatest weakness. Netflix just made its 1st big hire for Net...

👖 “They don’t fit (at all)” — Levi’s wardrobe refresh. Black Widow’s playbook. Flipkart’s $38B secret war.

13 Jul 2021

Contributed by Lukas

Turns out 35% of us saw our waist sizes change in one direction or another, so Levi’s is making some changes too. Black Widow isn’t just a superhe...

👽 “UFB: Unidentified Flying Billionaires” — Space Inc.’s huge week. Subway’s shutdown. Square’s physical bitcoin.

12 Jul 2021

Contributed by Lukas

Branson is beating Bezos to orbit because this is the biggest week for space since Buzz Aldrin. You’ll notice your local Subway sandwich spot is shu...

🍝 “A German Tony Soprano” — BMW got snitched. Glossier’s brow store. Marlboro’s cigarette theme park.

09 Jul 2021

Contributed by Lukas

BMW and Volkswagen just fined $1B... because their German rival snitched on them. Glossier hit a $1.8B valuation because the future of makeup is Inspo...

🏡 “How to survive a Zucking” — Nextdoor’s $4B SPAC. Bloomingdale’s millennial mall. The Jedi’s $10B fail.

08 Jul 2021

Contributed by Lukas

Neighborhood social network Nextdoor is going public via SPAC, but the real story here is how it survived a Zucking. Bloomingdale’s is whipping up a...

🏒 “Watch this penalty shot for $0.99” — Torrid’s plus-size IPO. Didi’s 20% plummet. Buzzer’s sports savior.

07 Jul 2021

Contributed by Lukas

The best-performing IPO of last week got no attention: Torrid noticed that 67% of US women are plus sized, but only 14% of US clothing sales are. Didi...

👋 “Bezos is gone” — Amazon’s new CEO. Foot Locker’s blister. Wheels Up’s private jet pop.

06 Jul 2021

Contributed by Lukas

Jeff Bezos officially stepped down as Amazon CEO yesterday, so we’re introducing you to the new guy. Private jets are living their best lives right ...

🎨 “TikTooooook” — TikTok’s tripling. LegalZoom’s piggyback IPO. Exxon’s Greenpeace.

02 Jul 2021

Contributed by Lukas

TikTok just made 1 small change to your videos with 1 huge impact. LegalZoom IPO’d thanks to America having its most entrepreneurial year ever. And ...

🍯 “Date-friendly food” — Bumble’s 1st restaurant. Trane’s air conditioners. Gympass’ $2B workout.

01 Jul 2021

Contributed by Lukas

Bumble is opening up its very first restaurant (not a typo) in New York. With an epic heatwave, we’re looking at air conditioner icon Trane Technolo...

🍭 “No more candy eCigs” — Juul’s $40M settlement. United’s more legroom. Foxconn’s 8th wonder.

30 Jun 2021

Contributed by Lukas

Juul is paying up $40M for its role in the teen vaping epidemic. United Airlines just made the biggest airplane order in a decade. And Foxconn was sup...

🤑 “I Venmo’d Venmo” — Venmo’s hook-em-book-em. Facebook’s platinum pegasus. Honda’s awkward alliance.

29 Jun 2021

Contributed by Lukas

Venmo’s been so free for so long. But that may change with its new hook-em-then-book-em strategy. Facebook hit a platinum pegasus $1 trillion valuat...

🐩 “Chewy’s Shiba-Doodle purebred” — Chewy’s pet adoption. Peacock’s Hamilton moment. Infrastructure’s 2 un-compromises.

28 Jun 2021

Contributed by Lukas

Chewy has a plan to turn you into its profit puppy: Pet adoption. In an unprecedented moment in Olympic history, NBC’s Peacock will be streaming the...

🐐 “37 best sneaker listicles ever” — BuzzFeed’s SPAC. Goat’s $3.7B fundraise. 6 Big Tech bills.

25 Jun 2021

Contributed by Lukas

After 15 years, BuzzFeed is going public because it’s the Charles Darwin of media. Sneakerhead marketplace Goat hit a $3.7B valuation since sneakers...

💎 “Insta-Pot Diamonds” — Pandora’s lab jewelry. Winnebago’s record record. Microsoft’s $2T platinum pegasus.

24 Jun 2021

Contributed by Lukas

Already the world’s biggest jeweler, Pandora will never sell another real diamond again… only lab-grown ones. Winnebago is living its best life, s...

🔥 “Profile pics are dead” — Tinder’s vid game. Airlines’ great pilot panic. Blackstone’s $6B house party.

23 Jun 2021

Contributed by Lukas

Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that you’ll pro...

🏠 “Home-lennials” — Costco’s Kirkland secret. Bitcoin’s pureplay miner. WeWork’s trophy.

22 Jun 2021

Contributed by Lukas

Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, b...

⚽ “ManU isn’t an exotic puma pet” — Manchester United’s fan brand. Jack In The Box’s influencer restaurant. The 2021 SPAC-down.

21 Jun 2021

Contributed by Lukas

Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just...

👼 “Keep the Victoria, bury the Secret” — Victoria’s Secret’s soccer moves. Spotify’s soft power. The Reparation economy.

18 Jun 2021

Contributed by Lukas

Victoria’s Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its liv...

💊 “The iDoctor will see you now” — Apple’s health mojo. Waymo’s $2.5B map. Deutsche’s profit ship.

17 Jun 2021

Contributed by Lukas

We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment o...

👜 “A $6 handbag beat Amazon” — Shein’s real-time fashion. Yelp’s restaurant recon. Sinclair’s $23 sports+.

16 Jun 2021

Contributed by Lukas

The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but i...

🔥 “I told ya so” — Lordstown’s mirage. Dave & Buster’s decay curve. US vs China econ winner.

15 Jun 2021

Contributed by Lukas

Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasn’t even real. Dave & Buster’s is hoping a limited time mar...

🛒 “I bought it at Netflix” — Netflix’s store. Tesla’s ultra-luxury car. DiDi’s $100B IPO.

14 Jun 2021

Contributed by Lukas

Netflix just launched its 1st ever store, which we’re calling the path to Disney-fication. Tesla unveiled a $144K car because ultra-luxury helps you...

👻 “My boss is a hologram Jedi ghost” — Chipotle’s brisket effect. WeWork’s hologram-ification. Klarna’s TikTok credit card.

11 Jun 2021

Contributed by Lukas

WeWork, Google, and Microsoft are all investing in the Second Coming of Zoom: Holograms. Chipotle’s jacking up prices on your burrito bowl, but doin...

⛷️ “Ski guac is extra” — Vail Resorts’ “Epic” trick. Bitcoin’s El citizenship. Elon’s $0 tax.

10 Jun 2021

Contributed by Lukas

Bitcoin’s price popped 10% Wednesday because it just became legal tender of El Salvador. Ski legend Vail Resorts dropped the price of its Epic Pass ...

🥰 “FaceTime for all” — Fastly’s mess-up. Bitcoin’s last straw. Apple’s FaceTime hero.

09 Jun 2021

Contributed by Lukas

Did your internet go down yesterday? It probably did, and the company to blame was Fastly… yet its stock jumped 11%. Apple’s major conference has ...

🧑‍ 🚀 “No mooch for you” — The G7 ending tax havens. Marriott Vacations’ boomers. Biogen’s birthday cake.

08 Jun 2021

Contributed by Lukas

The G7 nations are ending the epic corporate tax loopholes, but there’s a finance yin to every business yang. Marriott Vacations (different company ...

🖼️ “Mirror, mirror, doing pushups'' — Lululemon’s Mirror. United’s supersonic. Jokr’s super delivery.

07 Jun 2021

Contributed by Lukas

Investors didn’t care about Lululemon’s clothes... They focused on Lululemon’s Mirrors. United Airlines is re-introducing supersonic jets becaus...

🍽️ “Chef Elon’s Tesla Cafe” — Tesla’s eating club. Twitter’s $3 subscription. Snappy’s $70M gifts.

04 Jun 2021

Contributed by Lukas

Funny little thing just got filed with the US Patent Office: A trademark by Tesla… for a restaurant (we’re calling it “Charge Club”). Twitter ...

🦍 “Free popcorn for the people” — AMC’s gorilla pivot. Etsy’s $1.6B wardrobe. Big Meat’s cyberattack.

03 Jun 2021

Contributed by Lukas

Shares of AMC surged so much yesterday, they had to be halted by the New York Stock Exchange. 4 times. And then AMC’s CEO did something we’ve neve...

🍩 “CBDonuts” — Krispy Kreme’s IPO. Cannabis’ Either/Or. Lyft’s Millennial inflation.

02 Jun 2021

Contributed by Lukas

Krispy Kreme just had its best year ever, so it’s IPOin’g with “Hot Light Theaters” and “glaze waterfalls” (their beautiful words, not our...

🤩 “Too Hot To Selfie” — Poparazzi’s #1 summer app. Urban Outfitters’ discount death spiral. Biden’s blue collar $6T.

01 Jun 2021

Contributed by Lukas

Poparazzi has risen to #1 in Apple’s App Store after just 1 week of existence — but is it a Snapchat or an HQ Trivia? Urban Outfitters may have su...

💗 “Dislike of the Like” — Insta’s Like button. Gap’s Walmart sleepover. Royal Caribbean’s test cruise.

28 May 2021

Contributed by Lukas

In our last pod before the 3-day weekend (back at it on Tuesday), Facebook is giving you the option to disable the like. The Gap is moving in with Wal...

👨‍🎤 “The BTS Boy Band Strategy” — McD’s adult happy meal. Exxon’s cinderella. MGM’s Primification.

27 May 2021

Contributed by Lukas

McDonald’s just launched its BTS boy band collaboration with a digital strategy that’s never been tried in food before: Golden Repackaging. Exxon ...

🍒 “Sustainocoin” — Chia’s green Bitcoin. NYT + Athletic = Super App. Bowery’s $2.3B kale.

26 May 2021

Contributed by Lukas

Some PFWTM say The New York Times is in talks to acquire The Athletic, but we think it’s pulling a George Costanza and whipping up a news super app....

🚀 “Does Fiji Water freeze in space?” — Virgin Galactic’s 28% surge. Modern Fertility’s stickiness. App Store vs. Fortnite.

25 May 2021

Contributed by Lukas

Virgin Galactic shares jumped after the space company’s successful test flight. Modern Fertility was acquired by Ro because FemTech could foster a 2...

😎 “DTF: Down to Fail” — Snapchat’s 4th spectacles. IHOP’s flip. Super’s $50M plumber.

24 May 2021

Contributed by Lukas

Snap just whipped up its 4th ever augmented reality glasses, but it isn’t a viable product (and that’s perfectly okay). IHOP whipped up a new vers...

🐄 “Wow wow no cow” — Oatly’s $10B IPO. Ralph Lauren’s

21 May 2021

Contributed by Lukas

Oat milk pioneer Oatly popped 19% on its 1st day of trading, but it said something we’ve never heard in an IPO. Ralph Lauren is 81, but his company ...

🪑 “Crypto’s 3-legged stool” — Bitcoin’s rough week. Home Depot’s home-vesting. Google’s algo-money.

20 May 2021

Contributed by Lukas

Bitcoin plummeted to $30K before recovering, and it can all be explained by a single piece of furniture. Home Depot just threw up insane House Hype nu...

🧁 “Delivery for Expats” — MGM’s $9B Amazon plot twist. Ford’s electric F-150. Goldbelly’s food-raise.

19 May 2021

Contributed by Lukas

MGM Studios might get acquired for $9B… by Amazon (James Bond would work for Bezos). Ford’s F-150 truck is the iPhone of cars and the most success...