The Best One Yet

“WOOF or MEOW?” — Petco’s IPO. Nestle’s 2050 food fantasy. November’s Jobs Report.

07 Dec 2020

Contributed by Lukas

Hey Chewy, turns out Petco is going public and it’s got its own profit puppy. Nestle just whipped up a 2050 plan to make zero greenhouse emissions…...

“They Macchiato’d a sugarplum” — Dunkin’s experiential thing. Microsoft’s eSports binge. Boeing’s stunt marketing.

04 Dec 2020

Contributed by Lukas

Dunkin’ whipped up a color-changing drink and it’s the opposite of every other food chain’s strategy right now. Microsoft just acquired an ecosy...

“And the winner of the Slack-quisition is...” — Citibank’s unicorn hunt. Nasdaq goes woke. Slack’s $28B trophy.

03 Dec 2020

Contributed by Lukas

Forget savings accounts — Citibank’s venture capital arm deserves your attention. Nasdaq whipped up a game changing new rule that requires your bo...

“BlackBerry’s back, alright” — BB’s 30% stock u-turn. Sephora’s Inception retail. Zoom’s shrinkage.

02 Dec 2020

Contributed by Lukas

Instead of hibernating, BlackBerry’s turned from smartphones to smart cars… and its stock just shot up 30% on an Amazon partnership. Sephora heard...

“I will protect this Peloton” — Under Armour’s shoe deal. Kustomer’s Facebook love. S&P Global’s $44B splurge.

01 Dec 2020

Contributed by Lukas

Probably because they watched that Michael Jordan documentary, Under Armour is launching a Steph Curry shoe brand (but we’ve got a long-term solutio...

“Black Friday is dead (Cyber Monday too)” — The Great Pricing Reset. Slack’s slack-quisition. Pinterest’s secret school.

30 Nov 2020

Contributed by Lukas

We’re gonna call it as we see it: Black Friday is dead, long live Cyber Daily. Pinterest is secretly working on a new project that we think is the f...

“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.

25 Nov 2020

Contributed by Lukas

Just in time for our last pod of the holiday week, the Dow hit 30K on word of a new Treasury Secretary’s signature. We jumped into Abercrombie & Fit...

“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.

24 Nov 2020

Contributed by Lukas

In the biggest social media launch of 2020, Snapchat zucked TikTok… but kicked things up nine notches (you’re not a viewer, you’re a voter). Adi...

“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.

23 Nov 2020

Contributed by Lukas

Circle the calendar (again) for December 25th: It’s the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is IPO’ing because Amazon do...

"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.

20 Nov 2020

Contributed by Lukas

Google’s new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on the treasure hunt experienc...

“We’re in a Baby Bust” — P&G’s diaper problem. Tesla joins the club. Duolingo translates $2.4B.

19 Nov 2020

Contributed by Lukas

When a pandemic means making fewer babies, Procter & Gamble has to adjust its diaper strategy (spoiler: fancy dipes). Tesla stock popped 20% this week...

“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.

18 Nov 2020

Contributed by Lukas

We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar b...

“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.

17 Nov 2020

Contributed by Lukas

Casper’s 14% stock drop reveals a self-inflicted weakness that’s been hidden for years. Southwest Airlines stock rose 2% because it’s pulling th...

“Dip, dodge, dive, duck, Doordash” — DoorDash’s IPO. Disney’s stock defiance. Google’s unlimited strategy.

16 Nov 2020

Contributed by Lukas

We ordered some noodles and jumped into DoorDash’s fresh IPO paperwork… but there’s one problem that they mentioned 649 times. DisneyLand shut d...

“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.

13 Nov 2020

Contributed by Lukas

Live Nation’s sales plummeted 95%, so it’s already got a plan for your summer 2021 concert game. Sonos’ latest product unveil has us thinking th...

“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.

12 Nov 2020

Contributed by Lukas

We’ve been thinking it for weeks, but now that Lyft’s reported earnings we’re just gonna say it: Lyft hasn’t done anything this year. Apple’...

“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.

11 Nov 2020

Contributed by Lukas

Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most impor...

“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

10 Nov 2020

Contributed by Lukas

Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock winners and some stock losers (sorry, Zoom). Just ...

“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.

09 Nov 2020

Contributed by Lukas

Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The entire travel industry is suffering right now… a...

“More election stock movers” — Tinder’s 6% pop. Nintendo’s Apple strategy. What else jumped/fell post-election.

06 Nov 2020

Contributed by Lukas

It wasn’t just cannabis, sports betting, and Big Tech making moves after the election… we’ve got 2 more stock sectors shaking now. Match Group’...

“How the election affected stocks” — The post-election surge. Uber/Lyft’s Prop 22 win. A liquor legend’s moment.

05 Nov 2020

Contributed by Lukas

We got you covered: Big Tech, gambling, and cannabis are the stocks making post-election moves. Uber and Lyft shares surged after winning the most exp...

“Earth’s biggest IPO is MIA” — Ant’s $310B ghosting. Reef’s $700M parking lot. The Right to Repair in Massachusetts.

04 Nov 2020

Contributed by Lukas

Ant Financial is the biggest finance company on the planet that was ready for the biggest IPO on earth… until the Chinese Government got involved. R...

“Crocs won 2020” — Crocs’ 400% gain. Nestle’s $1B meal(kit). Exxon’s slow burn.

03 Nov 2020

Contributed by Lukas

First of all, have you voted yet? No? Stop the show (we’ll wait)... Nestle just dropped $1B to buy Freshly because it’s a learn-cquisition. Crocs ...

“The stocks on the ballot” - Presidential stock impact. Pinterest dudes. Spotify & Netflix’s price-punch.

02 Nov 2020

Contributed by Lukas

We’re breaking down the stocks most affected by a potential Biden presidency and a potential Trump second term (now go vote). Pinterest shares poppe...

“The Barking Bundle” — Chewy’s tele-vets. Amazon wins Techageddon. The final pre-election GDP report.

30 Oct 2020

Contributed by Lukas

Did ya feel that? Amazon, Apple, Google, and Facebook just announced earnings at the same exact time on the same exact day. Amazon was the Techageddon...

“Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.

29 Oct 2020

Contributed by Lukas

Topgolf was just acquired by Callaway for $2B because the Lazertag of golf is the future of golf. Back in March, Tupperware’s stock was trading at $...

“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.

28 Oct 2020

Contributed by Lukas

Harley’s stock popped 22%, but we think its new business strategy is a short term sugar high. Post-It creator 3M has sold 1.4B facemasks this year, ...

“$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.

27 Oct 2020

Contributed by Lukas

Dunkin’s stock jumped 16% on word it could go private… and we’re extremely skeptical of the deal. MGM is reportedly open to selling off James Bo...

“Barbie looooves Zoom” — Mattel’s anti-screen bump. L’Oreal’s athleisure skincare. Redfin’s real estate future.

26 Oct 2020

Contributed by Lukas

Shares of Mattel surged 12% because iPad is out, Barbie is in. L’Oreal sales rebounded as it’s inspired by what Budweiser’s doing. And Redfin’...

“Gone in 60 Quibis” — Streaming Wars’ victim #1. Venmo’s $13K Bitcoin. Goldman’s $5B Malaysia trip.

23 Oct 2020

Contributed by Lukas

Just a few Quibis after launching, billion-dollar streaming startup Quibi is shutting down — we’ve got the autopsy. Bitcoin popped to $13K for the...

“First ever Charge Chugger” — GM’s eHummer. Snap’s lucky quarter. Netflix’s inflexion point.

22 Oct 2020

Contributed by Lukas

General Motors has taken the most unsustainable car every — the Hummer — and made it electric. Snap’s stock surged 28% because in-between moment...

“GO O GL E” — Break it up? SpaceX’s other cloud. P&G’s 15-year best.

21 Oct 2020

Contributed by Lukas

The Justice Department just slammed Google with the biggest antitrust monopoly case since the ‘90s. Elon Musk’s SpaceX nails a new partnership wit...

“Pivot to puppies” — The Dodo’s pet insurance. Halliburton’s oil shovel. Walmart app-ifies its aisles.

20 Oct 2020

Contributed by Lukas

Partially-owned by publicly-traded Discovery Inc, The Dodo is known for adorable 3-minute cat videos — but now it’s launching pet insurance. Energ...

“$140M to Airbnb that Mercedes” — Getaround’s mega-round. FuboTV’s IPO. Amazon’s (Anti) Prime Day.

19 Oct 2020

Contributed by Lukas

Getaround snags $140M in fresh funding to Piggyback Pop off Airbnb… but for your car. Fubo just IPO’d so we’re looking at the littlest streamer ...

“Facebook thinks it’s a telephone line” — Nio’s 1,000% jump. Sleep Number’s anti-Casper pivot. Twitter/Facebook’s Section 230 moment.

16 Oct 2020

Contributed by Lukas

Shares of Nio (the Tesla of China) have subtly surged 1,000% since March because it’s made a lifestyle brand out of a glorified battery. Twitter and...

“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.

15 Oct 2020

Contributed by Lukas

Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-fixing lawsuit that reminds us of Big Tech. Meanwhi...

“E.T., 5G, phone hoooome” — Apple’s iPhone 12. NordicTrack’s future ab-cquisition. Delta’s Mighty Ducks drama.

14 Oct 2020

Contributed by Lukas

Apple’s surprise product event may result in the biggest iPhone sales season ever thanks to 5G. We noticed that NordicTrack’s owner, Nautilus, and...

“Big Papi goes public” - Red Sox’s potential SPAC. Twilio’s gold shovel. Fashion’s QVC-ification.

13 Oct 2020

Contributed by Lukas

The Red Sox might bouncing back from missing the playoffs by transforming into a publicly-traded stock. Twilio stock jumped 8% yesterday — you proba...

“Cannabis runs for Vice President” — Microsoft’s forever WFH. Cannabis defines the relationship. Disney’s $3B shuffle.

12 Oct 2020

Contributed by Lukas

Cannabis stocks just enjoyed their best day in months after 2 major moves to finally define the relationship with DC. Should Disney send out dividend ...

“A $30B check for racial justice” — JPMorgan’s unprecedented pledge. Kroger’s ghost kitchen. Dollar General’s fancy idea.

09 Oct 2020

Contributed by Lukas

Remember when Netflix put $100M into black-owned banks? JPMorgan is spending 300 times that toward racial justice in a move we’ve never seen before....

“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.

08 Oct 2020

Contributed by Lukas

Levi’s shares popped 5% after earnings, but we are most focused on its new online thrift store for secondhand Levi’s. McDonald’s just added its ...

“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.

07 Oct 2020

Contributed by Lukas

TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Mer-man, pop. Mermannnn). Sonos stock dropped on wor...

“Trump’s anti-COVID cocktail” — Regeneron’s 5-second fame. Tesla’s S-3-X-Y conflict. Cooler Screens’ $80M grab.

06 Oct 2020

Contributed by Lukas

Regeneron’s stock jumped because saving a nation’s president’s life is straight-up earned media value. Tesla has officially cannibalized itself…...

“Pure-play Avocado stock” — Mission Produce’s toasted IPO. Etsy’s crafty surge. 2020’s most important Jobs Report.

05 Oct 2020

Contributed by Lukas

The most important Jobs Report of the year is really America’s economic report card. Etsy shares have nearly tripled this year because it’s figure...

“Rum and Coke, hold the Coke” — Pepsi’s liquor thirst. Bed Bath & reBound. Hims’ public prescription.

02 Oct 2020

Contributed by Lukas

Pepsi is thinking about entering the alcohol biz — but that’s way more complicated than fermentation. Telemedicine innovator was the 2nd fastest c...

“Jon Snow wears wolf, Gen Z wears Goose” — Canada Goose’s restaurant bump. Disney’s firing paradox. Asana/Palantir’s Direct Listing Day.

01 Oct 2020

Contributed by Lukas

Canada Goose shares jumped 8% yesterday because if you’re gonna eat out this winter, you’re going to bundle up in Goose. Disney’s firing 28K wor...

“Hoooooow convenient” — Blackstone’s climate/profit pledge. Stitch Fix’s unraveling. Beyond Meat’s Walmartification.

30 Sep 2020

Contributed by Lukas

Stitch Fix’s personal styling biz was already slowing - now Amazon’s doing the same thing. Beyond Meat shares surged 9% because this deal with Wal...

“Thou art fit and proper” — Uber’s London trip. Roku’s home theaterization. ShipBob’s anti-Amazon Alliance.

29 Sep 2020

Contributed by Lukas

Uber stock jumped 3% on a ruling in London that we think begins Uber’s new era. Roku is thinking 6-months ahead about your entertainment needs, so i...

“Amazon’s $250 aerial Rottweiler” — Amazon’s home security drone. Vail Resorts’ snow report. Square’s Cash App-titude.

28 Sep 2020

Contributed by Lukas

Vail Resorts’ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Square’s stock jumped 12% last week becau...

“Air Force 1 is 38 years old” — Nike’s sneaker moment. Spotify’s Hollywood repackage. ChargePoint’s electric shovel.

25 Sep 2020

Contributed by Lukas

Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wants to repackage its podcast audio content into mo...

“Elon’s 3 year hype” — Tesla’s un-Tesla Battery Day. GoodRX’s IPO prescription. General Mills’ innovation renovation.

24 Sep 2020

Contributed by Lukas

Elon announced… big goals at Tesla’s Battery Day. And Tesla’s stock dropped because we didn’t see the Elon we were expecting. GoodRX shares po...

“We already have a bunch of Quibis” — Quibi’s (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.

23 Sep 2020

Contributed by Lukas

After raising nearly $2B to enter the Streaming Wars, Quibi may be the first victim of it. Echelon creates low-cost Peloton knockoffs. And it claims i...

“Nikola & Theranos. Different companies, same accusations.” — Nikola’s 19% drop. Chime’s $14.5B swipe. BJ’s Costco-fication.

22 Sep 2020

Contributed by Lukas

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 t...

“Liam Neeson got TikTaken” — TikTok (isn’t) banned. InFarm’s vertical farms on aisle 3. AT&T’s ad test.

21 Sep 2020

Contributed by Lukas

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...

“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.

18 Sep 2020

Contributed by Lukas

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...

“Wonder Woman snitches on Mulan” — Disney’s secret numbers. Goldman’s build-vs-buy. Amazon’s suburban dream.

17 Sep 2020

Contributed by Lukas

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 wa...

“No Watch? No weights.” — Apple’s Fitness+ unveil. Opendoor’s home-flipping SPAC. Carnival’s $1B life jacket.

16 Sep 2020

Contributed by Lukas

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...

“TikTok refuses to sell TikTok” — Oracle’s TikTok-uisition. Pepsi’s dream drink. Delta’s frequent flyer fundrais

15 Sep 2020

Contributed by Lukas

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 fa...

“Zuck Zucks Facebook” — American Eagle vs. Aerie. Phase 3 COVID vaccines. Facebook’s newest social network.

14 Sep 2020

Contributed by Lukas

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 ...

“The official (BLANK) of the NFL” — Postmates’ football deal. Martha Stewart’s CBD. Restoration Hardware’s fanci-ness.

11 Sep 2020

Contributed by Lukas

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 cu...

“Ghosted at the $16B wedding” — Louis Vuitton breaks up with Tiffany’s. Google’s Chromebooks kid strategy. Slack’s schlep moment.

10 Sep 2020

Contributed by Lukas

That multi-billion dollar merger between Tiffany and luxury legend LVMH just got called off, but we’re questioning the excuse. Google’s Chromebook...

“The tech stock white whale” — Softbank’s big Nasdaq money. Nikola surges 40% on GM investment. Boeing’s business class dreams

09 Sep 2020

Contributed by Lukas

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...

“The Tesla of SoulCycle” — Peloton’s new strategy. T-Mobile’s back-to-school effort. Bankrupt brands get eResurrected.

08 Sep 2020

Contributed by Lukas

Peloton’s announcing something special this week: Peloton+. T-Mobile’s splurging $11B on a back-to-school initiative for students to help crush th...

“Jeep Grand Wagoneer… is back” — Jeep’s nostalgia-wagon. Campbell running out of Soup. Samsung = 11% of Korea’s GDP.

04 Sep 2020

Contributed by Lukas

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 = $$$....

“Bumble stock makes the 1st move” — A Bumble IPO plan. Jack Daniel’s K-shaped recovery. Amazon innovation in Brooklyn.

03 Sep 2020

Contributed by Lukas

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 curr...

“And the growth trophy goes to…” — Zoom’s unprecedented-ness. Nestle’s $2.5B food allergy. Walmart unveils Walmart+.

02 Sep 2020

Contributed by Lukas

While you were chewing Nestle’s peanut butter chocolates, the company just acquired a $2.5B company that develops a peanut allergy treatment. Walmar...

“Free Netflix (but not for iPhone users)” — United ends change fees. Netflix’s free option. Lemonade’s non-profit-ness.

01 Sep 2020

Contributed by Lukas

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-...

“Happy TeslApple Day” — Tesla & Apple split their stocks. The Gap’s 1 hope. Abbott’s $5-15 minute Covid test.

31 Aug 2020

Contributed by Lukas

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 co...

“Apple should buy Warby Parker” — Walmart & Microsoft might adopt TikTok. Warby Parker hits $3B. Amazon’s 1st fitness gadget.

28 Aug 2020

Contributed by Lukas

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 lo...

“Can someone wake up Casper?” — Urban Outfitters’ fashion smoothie. Casper’s fresh CFO. Salesforce is in the Dow.

27 Aug 2020

Contributed by Lukas

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). Urba...

“It’s wedding season for IPOs” — DoorDash’s stock surprise. Best Buy’s best life. Ball’s aluminum-ification.

26 Aug 2020

Contributed by Lukas

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 wa...

“Codename: CIA IPO” — Palantir’s ironic leak. Luminar’s laser stock. Uber/Lyft’s politics.

25 Aug 2020

Contributed by Lukas

The secretive tech icon Palantir’s IPO paperwork just un-secretly leaked. Luminar is yet another electric car startup going public through SPAC — ...

“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.

24 Aug 2020

Contributed by Lukas

Yum Brands’ Taco Bell is launching new “Go Mobile” stores that show how food is leading the convenience movement. John Deere loves your gardenin...

“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.

21 Aug 2020

Contributed by Lukas

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 ...

“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.

20 Aug 2020

Contributed by Lukas

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. Impossibl...

“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.

19 Aug 2020

Contributed by Lukas

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 pimpe...

“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.

18 Aug 2020

Contributed by Lukas

Tesla shares jumped on word Elon may have discovered a second profit puppy: just the batteries. Earth’s biggest liquor company, Diageo, treated itse...

“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.

17 Aug 2020

Contributed by Lukas

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 w...

“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.

05 Aug 2020

Contributed by Lukas

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, D...

“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.

04 Aug 2020

Contributed by Lukas

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. Lev...

“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.

03 Aug 2020

Contributed by Lukas

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 itsel...

“Apple’s pizza is waaaay too big” — Apple’s 4-1 stock split. P&G stole Sysco's sales. Amazon’s record.

31 Jul 2020

Contributed by Lukas

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...

“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.

30 Jul 2020

Contributed by Lukas

Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congressional grilling, maybe ever. Blue Apron whipped u...

“Kodak’s FOMO-ment” — TikTok’s latest Zucking. Lysol’s consulting gig. Kodak’s stock triples.

29 Jul 2020

Contributed by Lukas

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 court...

“Apple’s got a Stage 5 Clinger” — Jamf’s IPO. DraftKings Opening Day drama. Ro hits $1.5B

28 Jul 2020

Contributed by Lukas

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 si...

“Favorite child? It’s hard seltzer” — Boston Beer’s 21% surge. The biggest SPAC ever. No blockbusters in 2020.

27 Jul 2020

Contributed by Lukas

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 ...

“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.

24 Jul 2020

Contributed by Lukas

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...

“Spotify’s not a tech company” — Pfizer’s $2B Operation Warp Speed. Misfit’s ugly veggie $85M. Spotify’s new record label deal.

23 Jul 2020

Contributed by Lukas

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 cost...

“The Hamilton Musical (for economies)” — Europe’s $2T joint bank account. Starbucks’ free lattes. Coca-Cola’s “new news” stock bump.

22 Jul 2020

Contributed by Lukas

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 Progra...

“The anti-prenup” — Headspace gets in Snapchat. Fisker pulls an Apple. Google Maps gets Uber money.

21 Jul 2020

Contributed by Lukas

To take on its meditation rival, Headspace is partnering with Snapchat in the rare, elusive no-money deal. Electric car startup Fisker just went publi...

“WeWork from the Dead” — WeWork’s profitability (?). Domino’s fortressing strategy. JetBlue & American Airlines colludiness.

20 Jul 2020

Contributed by Lukas

Don’t even think about thinking WeWork is gone — the coworking pioneer claims it’ll be thrivingly “profitable” by this time next year. JetBl...

“@McConaughey... didn’t get hacked” — Twitter’s TBOY hack. Hasbro’s Scrabble app. UnitedHealth’s record (double) profit.

17 Jul 2020

Contributed by Lukas

Twitter suffered its biggest hack ever, which could forever change its role as the direct-to-consumer communication platform. Hasbro’s new Scrabble ...

“RZF = Resting Zoom Face” — Zoom launches hardware. Lemonade adds pet insurance. Goldman’s quiet before the storm.

16 Jul 2020

Contributed by Lukas

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. Le...

“Ford’s midwestern modesty... problem” — New York Times pivots. Oatly hits $2B. Ford resurrects Bronco.

15 Jul 2020

Contributed by Lukas

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 a...

“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.

14 Jul 2020

Contributed by Lukas

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 ...

“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.

13 Jul 2020

Contributed by Lukas

$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’...

“Skip medical school. Spend $1B instead” — Walgreens launches 700 doctor’s offices. Rocket Mortgage’s IPO. Kroger’s surprise meat strategy.

10 Jul 2020

Contributed by Lukas

The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves “Rocket Companies”. Walgreens is quitting medical school a...

“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

09 Jul 2020

Contributed by Lukas

Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription… for something. Walmart whips up an anti-...

“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun’s solar-powered merger. Under Armour’s $475M botched acquisition.

08 Jul 2020

Contributed by Lukas

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 an...

“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.

07 Jul 2020

Contributed by Lukas

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...