The Best One Yet
Episodes
“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.
06 Jul 2020
Contributed by Lukas
Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfair problem with finance. Tesla became Earth’s mos...
“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.
02 Jul 2020
Contributed by Lukas
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...
“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.
01 Jul 2020
Contributed by Lukas
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber i...
“The 2nd Kardash-icorn” — Under Armour’s mega-deal. Facebook is too-big-to-cancel. Coty’s Kardashian investment.
30 Jun 2020
Contributed by Lukas
Coty Cosmetics shares popped on word it’s snagging 20% of Kim Kardashian’s beauty brand. Facebook is facing its second ever #DeleteFacebook moment...
“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.
29 Jun 2020
Contributed by Lukas
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 ...
“When you drink here, you’re family” – Olive Garden’s reopening. Google’s news savior. Slack’s crossborder email crusher.
26 Jun 2020
Contributed by Lukas
Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Google’s new news...
“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.
25 Jun 2020
Contributed by Lukas
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with...
“Sports-pocalypse 2K20” — EA Sports is in the game. Club Apple’s big day. TJ Maxx’s revenge shopping.
24 Jun 2020
Contributed by Lukas
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. S...
“Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.
23 Jun 2020
Contributed by Lukas
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 ema...
“Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator.
22 Jun 2020
Contributed by Lukas
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 fol...
“No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.
19 Jun 2020
Contributed by Lukas
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 i...
“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.
18 Jun 2020
Contributed by Lukas
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....
“Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.
17 Jun 2020
Contributed by Lukas
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. A...
“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.
16 Jun 2020
Contributed by Lukas
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 i...
“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
15 Jun 2020
Contributed by Lukas
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t inve...
“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.
12 Jun 2020
Contributed by Lukas
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 cur...
“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.
11 Jun 2020
Contributed by Lukas
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 ...
“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.
10 Jun 2020
Contributed by Lukas
While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is...
“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech
09 Jun 2020
Contributed by Lukas
Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re foc...
“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.
08 Jun 2020
Contributed by Lukas
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 Vol...
Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.
05 Jun 2020
Contributed by Lukas
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 tryi...
“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.
04 Jun 2020
Contributed by Lukas
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 (sho...
“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.
03 Jun 2020
Contributed by Lukas
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkou...
“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.
02 Jun 2020
Contributed by Lukas
Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private co...
“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.
01 Jun 2020
Contributed by Lukas
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”...
“Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.
29 May 2020
Contributed by Lukas
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...
“A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.
28 May 2020
Contributed by Lukas
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’...
“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.
27 May 2020
Contributed by Lukas
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 new...
“Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.
26 May 2020
Contributed by Lukas
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 D...
“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.
22 May 2020
Contributed by Lukas
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...
“Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M.
21 May 2020
Contributed by Lukas
Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network Clubhouse l...
“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
20 May 2020
Contributed by Lukas
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...
“The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return.
19 May 2020
Contributed by Lukas
Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s recession-proof. Startup-obse...
“GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.
18 May 2020
Contributed by Lukas
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 pla...
“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment
15 May 2020
Contributed by Lukas
Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of...
“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.
14 May 2020
Contributed by Lukas
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)....
“Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.
13 May 2020
Contributed by Lukas
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...
“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.
12 May 2020
Contributed by Lukas
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon threatened t...
“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.
11 May 2020
Contributed by Lukas
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...
“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.
08 May 2020
Contributed by Lukas
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 suffere...
“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.
07 May 2020
Contributed by Lukas
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 p...
“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.
06 May 2020
Contributed by Lukas
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 Streamin...
“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.
05 May 2020
Contributed by Lukas
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...
“COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.
04 May 2020
Contributed by Lukas
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 b...
“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.
01 May 2020
Contributed by Lukas
Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors...
“Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.
30 Apr 2020
Contributed by Lukas
We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings upd...
“The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.
29 Apr 2020
Contributed by Lukas
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...
“Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.
28 Apr 2020
Contributed by Lukas
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 w...
“Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.
27 Apr 2020
Contributed by Lukas
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 ...
“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.
24 Apr 2020
Contributed by Lukas
Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showeri...
“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.
23 Apr 2020
Contributed by Lukas
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 co...
“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.
22 Apr 2020
Contributed by Lukas
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 fe...
“Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.
21 Apr 2020
Contributed by Lukas
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 col...
“Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.
20 Apr 2020
Contributed by Lukas
The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like a weird vers...
“Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.
17 Apr 2020
Contributed by Lukas
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. ...
“Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.
16 Apr 2020
Contributed by Lukas
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 ...
“Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.
15 Apr 2020
Contributed by Lukas
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime...
“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.
14 Apr 2020
Contributed by Lukas
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 ...
👊 “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.
13 Apr 2020
Contributed by Lukas
We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of streaming. Oil prices surge...
💁♀️ “Airbnb can’t sit at Slack’s lunch table” — Away’s humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slack’s debt drama.
09 Apr 2020
Contributed by Lukas
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...
🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.
08 Apr 2020
Contributed by Lukas
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 ...
🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.
07 Apr 2020
Contributed by Lukas
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...
🕹️ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.
06 Apr 2020
Contributed by Lukas
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 publi...
♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.
03 Apr 2020
Contributed by Lukas
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 cop...
🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.
02 Apr 2020
Contributed by Lukas
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 o...
🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.
01 Apr 2020
Contributed by Lukas
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...
🧟♂️ “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.
31 Mar 2020
Contributed by Lukas
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came v...
🧘♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.
30 Mar 2020
Contributed by Lukas
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 ...
👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.
27 Mar 2020
Contributed by Lukas
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 ...
🤸🏿♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.
26 Mar 2020
Contributed by Lukas
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...
🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.
25 Mar 2020
Contributed by Lukas
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 ...
🍻 “Corona's $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”
24 Mar 2020
Contributed by Lukas
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%. ...
🏚️ “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.
23 Mar 2020
Contributed by Lukas
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going ...
😘 “Netflix just got asked to chill” — Netflix’s ad-free moment. Ford’s anti-treat-yo-self strategy. Uber surges 38%.
20 Mar 2020
Contributed by Lukas
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 ...
⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.
19 Mar 2020
Contributed by Lukas
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. Ap...
🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.
18 Mar 2020
Contributed by Lukas
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 f...
🦠 “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.
17 Mar 2020
Contributed by Lukas
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 fi...
#️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.
16 Mar 2020
Contributed by Lukas
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...
☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.
13 Mar 2020
Contributed by Lukas
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...
🏋️♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.
12 Mar 2020
Contributed by Lukas
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 ...
🧵 “The Stitch hit peak Fix” — Dick’s bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.
11 Mar 2020
Contributed by Lukas
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% becaus...
☎️ “Flick the ol’ Circuit Breaker” — Why the market (literally) stopped for 15 minutes. NBC’s Snapchat breakup. Oil’s worst day since ‘91.
10 Mar 2020
Contributed by Lukas
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. Investor...
🤑 “$1.75B (and Quibi hasn’t even launched yet)” — Spindrift’s $70M seltzer water. Burlington Coat Factory’s anti-ecommerce. Quibi’s starting lineup.
09 Mar 2020
Contributed by Lukas
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...
🚢 “3 cruise disasters. 3 months.” — Carnival’s stock drama. Aerie underwear surge. GM’s big car battery.
06 Mar 2020
Contributed by Lukas
Carnival Cruises’ has a hat trick of profit-crushing drama — but we found the perfect analogy for the travel industry’s current coronavirus stru...
🥫 “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.
05 Mar 2020
Contributed by Lukas
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 prod...
🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.
04 Mar 2020
Contributed by Lukas
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 j...
🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.
03 Mar 2020
Contributed by Lukas
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 Sq...
🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.
02 Mar 2020
Contributed by Lukas
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 la...
🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.
28 Feb 2020
Contributed by Lukas
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....
🏃“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
27 Feb 2020
Contributed by Lukas
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 v...
“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.
26 Feb 2020
Contributed by Lukas
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 plumm...
“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.
25 Feb 2020
Contributed by Lukas
The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tu...
“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.
24 Feb 2020
Contributed by Lukas
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 i...
“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.
21 Feb 2020
Contributed by Lukas
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 turn...
“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.
20 Feb 2020
Contributed by Lukas
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, w...
“We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.
19 Feb 2020
Contributed by Lukas
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 o...
“It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.
18 Feb 2020
Contributed by Lukas
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 ann...
“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.
14 Feb 2020
Contributed by Lukas
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...
“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
13 Feb 2020
Contributed by Lukas
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 o...
“Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.
12 Feb 2020
Contributed by Lukas
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 fo...