The Best One Yet
Episodes
“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...
“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...