The Best One Yet
Episodes
Airbnb’s investment in the WeWork for housing — Amazon’s JEDI business ethics — The Volker Rule
10 Dec 2019
Contributed by Lukas
Yesterday we broke down why Airbnb shouldn’t acquire a competitor — now they just took the first step in acquiring another called Zeus. Amazon los...
Waymo’s robotaxis hit the app store — Otis Elevator spinoff — HipCamp could be Airbnb’s next acquisition
09 Dec 2019
Contributed by Lukas
Alphabet’s self-driving car company, Waymo, just took a big step towards real robotaxis — an app for the general public. Otis Elevators made skysc...
Rent The Runway hooks up with W Hotels — GM & LG joint venture a battery — Tupperware’s plastic strategy
06 Dec 2019
Contributed by Lukas
Rent the Runway partnered up with W Hotels so you don’t have to pack clothes for vacation. GM and LG are launching a joint venture focused on car ba...
Canada Goose’s freezing store — Nintendo’s best week ever — Duolingo hits $1.5B valuation
05 Dec 2019
Contributed by Lukas
Absurdly expensive coat designer Canada Goose just opened up a store that literally snows inside — “experiential retail” is now “sensational r...
Google co-founders retire — Zume robot pizza aims for $4B valuation — Roku’s ratings drama
04 Dec 2019
Contributed by Lukas
Google’s legendary co-founders are stepping down effective immediately, but it’s probably because Google’s had its most controversial year in ev...
Shopify is “The Force” — Jack Dorsey is MIA in Africa — McDonald’s enters the Crispy Chicken Sandwich Wars
03 Dec 2019
Contributed by Lukas
Cyber Monday set a record as the biggest online shopping day in US history — but the real winner this year is Shopify. Jack Dorsey is busy being the...
Rename Black Friday — SoulCycle vs. Peloton — Dollar Tree’s 19% stock plummet
02 Dec 2019
Contributed by Lukas
Black Friday in-store shopping actually fell from last year — but purchases made on smartphones and with in-store pickup dominated, so we’re renam...
*Live* at Spotify - Part II: Why Spotify is doing podcasts — Our interview with Max Cutler, Founder & MD of podcasts at Spotify
27 Nov 2019
Contributed by Lukas
The 2nd half of our Snacks recording live from Spotify. We sit down with Max Cutler, the Founder & MD of Parcast Studios at Spotify — his startup wa...
EBay sells off StubHub for $4B — Uber gets cancelled from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade
26 Nov 2019
Contributed by Lukas
Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. Uber has officially been rejected from London b...
Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey
25 Nov 2019
Contributed by Lukas
Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Targ...
*Live* at Spotify - Part I: How we build this (every day)
22 Nov 2019
Contributed by Lukas
Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce ...
Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters
21 Nov 2019
Contributed by Lukas
Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch wi...
Warby Parker launches its 2nd product, Microsoft vs. Slack (Microsoft is winning), and Home Depot’s DIY website problems
20 Nov 2019
Contributed by Lukas
Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct line: “Scout” contacts. Micros...
Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza
19 Nov 2019
Contributed by Lukas
Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it did). Ford unveiled its Mustan...
Warren Buffett bets on Restoration Hardware, Pinterest is too nice, and Peloton follows Tesla’s playbook
18 Nov 2019
Contributed by Lukas
Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway… and it’s totally not Warren’...
Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all
15 Nov 2019
Contributed by Lukas
Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% because Canada’s got an oversuppl...
Google’s checking account, Nike’s breakup with Amazon, and Convoy is our “Unicorn of the Day”
14 Nov 2019
Contributed by Lukas
Google plans to launch a checking account, another sign that Big Tech wants to understand your daily spending. Nike decided it no longer wants to sell...
Instagram knocks off TikTok, Alibaba’s $38B day, and Almond milk = Dean Foods’ downfall
13 Nov 2019
Contributed by Lukas
TikTok set a record for app downloads, so Facebook just decided to knock it off with a new Instagram feature. Alibaba’s Singles Day set a sales reco...
Adidas closing US “Speedfactory,” Bumble & Walgreens’ private equity love, and Apple’s potentially iPhone-less AR future
12 Nov 2019
Contributed by Lukas
Adidas tried to update its manufacturing with a fancy new “speedfactory,” but now it’s relocating them out of the US and into Vietnam and China....
Zillow is flipping houses, CEOs are getting fired, and Party City stock dropped 67% in 1 day
11 Nov 2019
Contributed by Lukas
Party City’s stock dropped 67% after a brutal Halloween and helium crisis, so we’re looking at what issues it can actually control. Zillow has piv...
Airbnb’s 7M-home trust pledge, Coke’s new (caffeinated) sparkling water, Toyota’s “muda” hatred
08 Nov 2019
Contributed by Lukas
Airbnb’s suffering a sudden trust crisis so it’s responding proactively(ish) with a bold move: Verifying all 7 million of its listings by next yea...
Uber Eats’ “Browser Billboard” strategy, Kroger’s “Operation Restock,” and Xerox may acquire HP
07 Nov 2019
Contributed by Lukas
An Uber Eats job posting revealed that it’s further monetizing the food delivery app by sticking ads into the search results for “pizza”. Grocer...
Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
06 Nov 2019
Contributed by Lukas
Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked at Hinge and its adorable ...
Uber lost $543,478 per hour last quarter, Walmart launches alcohol pickup, and Under Armour plummets 18% on sneakers
05 Nov 2019
Contributed by Lukas
Uber lost a shocking $1.2B last quarter, but now it’s hoping/planning to hit profitability in 2021 (same as Lyft). Under Armour is suffering from a ...
Google gets a Fitbit, AIG’s anti-catastrophe quarter, and Quip flips the razor/razorblade model
04 Nov 2019
Contributed by Lukas
Remember when we mentioned Google could acquire Fitbit last Friday? It did. So we’re looking to understand why Google’s paying almost double the n...
Dunkin’s grand slam game plan, Apple’s wearables, and WWE’s 16% stock drop
01 Nov 2019
Contributed by Lukas
Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Apple’s earnings revealed that ...
Twitter bans political ads, Mirror raises $34M, and Fiat Chrysler & Peugeut are mega-merging
31 Oct 2019
Contributed by Lukas
Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror snagged $34M in fresh funding fr...
Free Prime grocery delivery, GrubHub’s stock falls 43%, and Lockheed Martin’s $34B fighter jet order
30 Oct 2019
Contributed by Lukas
We just realized today’s Snacks has a delivery theme. GrubHub stock lost nearly half its value because the CEO thinks you’ve been “promiscuous”...
Virgin Galactic’s space IPO, Beyond Meat’s 1st ever profit, and Tiffany’s $14.5B acqui-proposal
29 Oct 2019
Contributed by Lukas
Sir Richard Branson’s Virgin Galactic just became the first ever space tourism IPO, but investors don’t have anything to compare this to. Beyond M...
Budweiser’s US Bud-pocalypse, Airbus is 2019 airplane champ, and Waste Management stock cleans up
28 Oct 2019
Contributed by Lukas
Shares of Bud-owner AB InBev plummeted 11% on word it’s losing beer market share (fast), so it’s betting big on (wait for it…) sparkling seltzer...
Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama
25 Oct 2019
Contributed by Lukas
Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad crisis. And Barclays pulled the s...
Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags
24 Oct 2019
Contributed by Lukas
Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money from July through September, bu...
WeWork’s bailout, McDonald’s got more money from fewer diners, and Nike & Under Armour’s CEOs are out
23 Oct 2019
Contributed by Lukas
Without its IPO, WeWork was about to run out of cash in weeks — now it’s signed a bailout deal that drops its valuation from $47B to about $8B. Mc...
Spotify’s earnings preview, Ford’s Explorer problems, and Destination Maternity’s bankruptcy
22 Oct 2019
Contributed by Lukas
Spotify’s earnings are next week, so we’re previewing how they’re making money (and the unique global strategy). Ford’s kinda dependent on its...
Quibi’s T-Mobile partnership, Powerbar’s IPO, and the Shampoo Wars
21 Oct 2019
Contributed by Lukas
The owner of PowerBar jumped after its IPO, so we’re looking into its “convenient nutrition” strategy that it boasts as “asset light.” Unile...
Ford-Amazon-VW fix electric “range anxiety,” Venmo launches credit card, and Airbnb’s unprofitability
18 Oct 2019
Contributed by Lukas
Airbnb’s financial info was leaked, revealing that it’s splurging big on marketing. Ford just teamed up with Amazon and Volkswagen on its “Team ...
Netflix’s 130 seasons of non-english shows, Facebook’s Libra crypto drama, and GM’s 1-month strike is ending
17 Oct 2019
Contributed by Lukas
Even though everyone’s launching a streaming service, Netflix surged after its latest earnings report. Facebook’s global cryptocurrency project, L...
Google kills its VR headset, Schwab’s secret profit puppy, and Emerson Electric’s burn book
16 Oct 2019
Contributed by Lukas
At Google’s product day in New York, the focus should’ve been on what it took away (a VR headset) not what it unveiled (more Pixel products). Char...
The $399 iPhone, SmileDirectClub’s California problem, and Goldman’s WeWork worry
15 Oct 2019
Contributed by Lukas
SmileDirectClub has become the worst performing IPO of 2019, but fell another 13% Monday after a new California law was signed by California’s gover...
Ghost kitchens are having a moment, the new mini Trade Deal, and Papa is the “grandkids on demand” app
14 Oct 2019
Contributed by Lukas
Rachael Ray and GrubHub just teamed up. Uber Eats launched one last week. We’re looking at the “trend of the week” — Virtual Kitchens. Stocks ...
Grammarly hits $1B, Tootsie Roll is 110% in on candy, and Waze becomes Google’s secret weapon
11 Oct 2019
Contributed by Lukas
Your other map go-to, Waze, is owned by Google’s parent, Alphabet, and it’s the company’s potential future profit puppy. Tootsie Roll is 100% fo...
American Airlines’ rough 5 years, Bed Bath & Beyond’s innovative new CEO, and Lithium Ion Batteries’ big week
10 Oct 2019
Contributed by Lukas
Bed Bath & Beyond stock is down over 80% in the last 5 years, but it just snagged a new CEO who revolutionized shopping at Target. Compared to Delta, ...
China vs. the NBA, Domino’s focuses on “carryout” pizza, and One Medical preps to IPO
09 Oct 2019
Contributed by Lukas
Domino’s already fights in the Pizza Wars and Delivery Wars — now it’s focused on takeout (they prefer “carryout”) to win. A Houston Rockets...
Unilever hates virgin-plastic, Harley’s e-bike isn’t connecting, and Walmart tries to return its ecommerce acquisitions
08 Oct 2019
Contributed by Lukas
The owner of Ben & Jerry’s, Unilever is making an epic sustainability pledge: cut 400K tons of virgin plastic per year. Harley designed an electric ...
Zola launches “Honeymoons,” Target adds Disney stores-within-stores, and HP drops 10% because printers are like fax machines
07 Oct 2019
Contributed by Lukas
Target is pulling a Best Buy — it’s adding Disney stores within its own stores (and it kind of looks like the future of malls). HP dropped 10% bec...
Corona’s hard seltzer, Uber’s new Work app, and Square processes CBD payments
04 Oct 2019
Contributed by Lukas
Liquor legend Constellation brands fell 6% even though it’s launching 4 flavors of a new spiked seltzer to save its beer sales. Uber unveiled a new ...
Microsoft’s new “Phonebook”, Chipotle’s anti-breakfast carne asada strategy, and the World Trade Organization’s major decision
03 Oct 2019
Contributed by Lukas
Don’t call it a phone — Microsoft just cooked up a 2-part foldable phone that creates a whole new product category (its mojo is back). The World T...
Charles Schwab cuts commissions to $0, GoPro’s new moat problem, and Masco recession-proofs itself
02 Oct 2019
Contributed by Lukas
GoPro unveiled a couple pre-holiday cameras, but the move reveals how much it’s lost its moat. Charles Schwab announced it’s cutting stock tradin...
Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO
01 Oct 2019
Contributed by Lukas
Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy business models may be sexy again. Google’s self-...
AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever
30 Sep 2019
Contributed by Lukas
Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to i...
Interview with Peloton’s Co-Founder
27 Sep 2019
Contributed by Lukas
Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, wha...
Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out
26 Sep 2019
Contributed by Lukas
Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released a huge number of Al...
WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call
25 Sep 2019
Contributed by Lukas
After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys wearing athleisure....
Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight
24 Sep 2019
Contributed by Lukas
Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bank...
Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled
23 Sep 2019
Contributed by Lukas
J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show ...
Amazon’s epic carbon neutrality pledge, Alphabet’s drone deliver goes live ASAP, and Stripe hits $35B
20 Sep 2019
Contributed by Lukas
Bezos kicked things up a notch by announcing a carbon neutrality pledge for Amazon that shockingly even beats the Paris Climate Accords. Alphabet’s...
Facebook launches a TV device, Corning Glass owns your iPhone screen, and FedEx’s 13% stock drop
19 Sep 2019
Contributed by Lukas
Facebook just announced a $149 Portal TV device to let you video chat while binge TV-watching. Corning Glass is located in a small town in upstate Ne...
LinkedIn verifies skills, GM’s $100M/day strike, and Shopify’s CBD moves
18 Sep 2019
Contributed by Lukas
LinkedIn just revealed a new “skills” feature that we consider its most strategic move since Microsoft acquired it. General Motors is experiencin...
Netflix splurges on Seinfeld, Amazon’s secretive “A9” algorithm, and Oil’s surge
17 Sep 2019
Contributed by Lukas
Oil prices just surged after an attack in Saudi Arabia, so we break down why it’s not as big a deal as Wall Street made it seem. Netflix is treatin...
Pepsi/Venmo’s “PepCoin” partnership, Walmart’s Grocery Club, and Voyage’s self-driving cars for old people
16 Sep 2019
Contributed by Lukas
Pepsi and Venmo teamed up for a spending partnership they’re calling “PepCoin” — it highlights the behavioral challenges of Fintech. Walmart’...
SmileDirectClub’s great pre-IPO (but bad IPO), Under Armour goes anti-athleisure, and General Electric is selling itself to survive
13 Sep 2019
Contributed by Lukas
SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a bad IPO when you look at the valuati...
California re-classifies Uber drivers, Wendy’s breakfast wars loss, and Monster Beverage’s Coke problem
12 Sep 2019
Contributed by Lukas
Wendy’s is trying to jump into the fast food breakfast wars, but shares fell 10% because it’s too late — again. A Snacker asked us to jump into...
Apple’s iPhone 11 day, Ford’s “junk” credit rating, and Next Door is the anti-Facebook
11 Sep 2019
Contributed by Lukas
Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused on its strategic ...
Uber Freight’s $200M annual allowance, Starbucks’ 1st pick-up only store, and AT&T’s 23-page love/hate letter
10 Sep 2019
Contributed by Lukas
Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its...
Glossier’s growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition
09 Sep 2019
Contributed by Lukas
Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature pioneer’s ...
Match drops 5% on Facebook Dating, WeWork’s valuation may get halved, and Slack’s “10M” problem
06 Sep 2019
Contributed by Lukas
Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already knew the competition was ...
Aerie bralettes save American Eagle, Juul’s flavored e-cigs banned in Michigan, and Google’s $170M fine
05 Sep 2019
Contributed by Lukas
While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. Michigan became the first...
Facebook tests ending the “like” counter, Ulta Beauty’s 30% plummet, and Brexit + Argentina problems
04 Sep 2019
Contributed by Lukas
A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a “hide your likes”...
Walmart gets its M.D., WeWork’s acquires Spacious, and Dollar Tree & Dollar General’s Matrix-like tariff creativity
03 Sep 2019
Contributed by Lukas
WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a new health center ...
Amazon gets in with the Yankees, Forever 21’s bankruptcy, and higher minimum wages can save companies money
30 Aug 2019
Contributed by Lukas
The Disney merging with Fox saga is officially over now that Disney sold YES Network… partially to Amazon. Forever 21 is a fast-fashion founding fa...
Peloton’s IPO, Fitbit launches a health subscription, and Amazon Ring partners with police
29 Aug 2019
Contributed by Lukas
Peloton’s IPO — we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants to be a religion. Fitbit’...
Costco’s absurd China debut, Smucker’s peanut butter problems, and the cigarette re-merger
28 Aug 2019
Contributed by Lukas
Costco just opened up its first physical store in China and the reaction was huge (the store had to close early). Smucker’s dropped 8% on word its ...
Hasbro’s $4B cartoon deal, Fried Chicken’s market-moving moment, and Dish’s 5G future
27 Aug 2019
Contributed by Lukas
First Popeye’s and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat burger. Hasbro is dropping $4B ...
White Claw murdered beer, Knewz wants to replace Apple News, and the Trade War’s bloodiest day
26 Aug 2019
Contributed by Lukas
Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got personal). White Claw by the Mark Anthony gro...
Dick’s Sporting Goods’ big gun test, Wheels Up is a country club for private jets, and Germany’s negative interest rate opposite day
23 Aug 2019
Contributed by Lukas
Dick’s pulled a classic tool out of its belt: A/B Testing. Our “Unicorn of the Day” is Wheels Up, which claims it’ll be the Airbnb of private ...
WeWork’s IPO is really MeWork, JPM shuts down its cash app, and Waymo opens up its self-driving brain
22 Aug 2019
Contributed by Lukas
We dove into WeWork’s IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but it’s a major lesson on how to quit somet...
Apple’s Goldman Sachs card goes live for all, Target’s ‘Gramamble new food brand, and Tesla’s “Jerry Maguire” moment
21 Aug 2019
Contributed by Lukas
Apple’s card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its biggest ever food brand, focu...
SmileDirectClub’s IPO, Estée Lauder’s airport makeup passion, and 181 CEOs renew their vows.
20 Aug 2019
Contributed by Lukas
Makeup legend Estée Lauder jumped 13% after its earnings report, but we were most interested in its “travel retail channel” surprise. SmileDirec...
Facebook’s new news relationship, sperm startups raise millions, and Roku’s 21% jump makes it streaming king
09 Aug 2019
Contributed by Lukas
Our last Snacks episode until Tuesday 8/20 (we're off for a week for Jack's wedding). Facebook’s had a rocky relationship with the news industry, bu...
Lyft’s 5-star earnings, Sam Adams is not a beer company, and opioid stocks get a penalty price tag
08 Aug 2019
Contributed by Lukas
Lyft jumped after its huge loss wasn’t as bad as expected — but we found two other stories with a bigger takeaway about the tech industry. Boston...
Shake Shack’s 18% surge, Disney’s record year, and IAC — the VC-like public company (indirectly) powering Tinder
07 Aug 2019
Contributed by Lukas
FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks — ...
Why stocks just plummeted, Tyson’s (real) meat collussion, and Compass is our “Unicorn of the Day”
06 Aug 2019
Contributed by Lukas
Worst. Day. Of. The. Year. The trade war just opened up a fresh new front: the currency battles. Meat giant Tyson shares surged, but then it announce...
Pinterest’s 19% surge, delivery app wars hit a tipping point, and oil’s big day
05 Aug 2019
Contributed by Lukas
Pinterest is defining itself as the most positive, happy, feel-good social media app — and usage is jumping. Delivery apps had their biggest week y...
The trade war hits Defcon iPhone, Kellogg surges (because, snacks), and Canada Goose falls on un-wokeness
02 Aug 2019
Contributed by Lukas
Kellogg enjoyed its best day in two decades even though cereal sales are struggling big. Canada Goose removed a single word from its website, causing...
Scotts Miracle-Gro’s pot side-hustle, Fitbit’s 14% plummet, and the Fed’s historic decision
01 Aug 2019
Contributed by Lukas
Turns out lawn phenom Scotts Miracle-Gro has been enjoying a sales boost by equipping cannabis producers to grow indoors. Fitbit plummeted 14% on a st...
Apple is no longer an iPhone company, Under Armour’s 14% stock plummet, and beards break P&G’s Gilette
31 Jul 2019
Contributed by Lukas
Turns out Apple is no longer an iPhone company after releasing its latest quarterly earnings report. Under Armour hasn’t embraced the athleisure tr...
Beyond Meat’s sophomore slump, Pfizer’s VIP-only drug cabinet, and The Athletic joins the 500 club
30 Jul 2019
Contributed by Lukas
A new drug company hath been born — Pfizer is merging its portfolio of off-patent drugs (like Viagra and Lipitor) with epi-pen-maker Mylan. Beyond M...
LIVE interview from Livongo’s IPO, Apple’s “referee” problem, and the $26B T-Mobile/Sprint deal’s big step
29 Jul 2019
Contributed by Lukas
We were live from the floor of Nasdaq’s opening bell ceremony at Livongo IPO’s — so we sat down to interview the president of the digital health...
Amazon’s record profit streak ends, Hershey’s “peanut butter” strategy, and the secret car meeting in California
26 Jul 2019
Contributed by Lukas
Snackers, we love you. And we would love to learn more about you — fill out this 2-minute survey to share more about yourself and thoughts on the po...
Tesla plummets 10%, Dunkin’ democratizes Beyond Meat, and UPS jumps 9% on “do-everything” strategy
25 Jul 2019
Contributed by Lukas
With another huge day of earnings, Tesla fell 10% because one of its top cars is cannibalizing sales of another. Dunkin’ is launching a plant-based...
Starbucks selling its mobile app, Hasbro jumps 10% (thanks to The Avengers), and China’s new stock market
24 Jul 2019
Contributed by Lukas
Forget coffee. Starbucks made a strategic tech investment so it can start licensing out its successful mobile app technology and loyalty program. Has...
Uber’s Prime-ish membership, Apple’s chip acquisition, and GoPuff is our “Unicorn of the Day”
23 Jul 2019
Contributed by Lukas
Uber is launching a pilot in SF and Chicago for a membership program that combines all its services for one price. Apple is reportedly buying Intel’...
Beyond Meat’s partnership-palooza, Boeing’s $8.5B “gate”, and Tinder tries to cut out Google’s app tax
22 Jul 2019
Contributed by Lukas
Beyond Meat is bouncing back after 2 big partnership deals — online and offline. You’re constantly hearing about Boeing’s issues, so we’re br...
Microsoft’s triple-threat quarter, Skechers’ 12% surge, and iHeartMedia’s back on Wall Street
19 Jul 2019
Contributed by Lukas
Microsoft remains the world’s biggest publicly-traded company, so we jumped into the big question no one understands these days: How it makes money...
Netflix's 1st decline, Amazon’s Prime Day records, and Unicorn of the Day: Turo
18 Jul 2019
Contributed by Lukas
The 2-day Amazon Prime Day just ended, so we jump into the “flywheel effect” that powers it. Netflix shares plummeted 12% and it’s blaming its l...
Apple battles Spotify for podcasts, Domino’s “Volemort-y” 9% drop, and Goldman’s pivot to main street
17 Jul 2019
Contributed by Lukas
A report revealed that Apple wants to jump deeper into podcasts by signing exclusive deals with podcast creators sent Spotify shares down. Domino’s ...
Chobani’s Greek yogurt strategy, Marriott’s “resort fee” call-out, and Blackstone’s digital “ad-quisition”
16 Jul 2019
Contributed by Lukas
Chobani whipped up a new line of nut butter Greek yogurts — The Greek yogurt industry is struggling, but Chobani is using Coca-Cola’s spinoff str...
Budweiser cancels biggest IPO of 2019, France passes a US tech tax, and Bird’s profitability drama
15 Jul 2019
Contributed by Lukas
Earth’s biggest brew-glomerate, Budweiser-owner AB InBev, was planning the biggest IPO of the year by spinning off its Asia unit — that was sudde...
Facebook’s crypto vs. the Fed, Lululemon’s 20K-sq-foot mega-store, and why healthcare stocks jumped big
12 Jul 2019
Contributed by Lukas
Fed Chairman Jerry Powell was visiting Congress — So he shared his thoughts on Facebook’s planned cryptocurrency (that may have caused Bitcoin to...
Zoom’s major crisis, prison stocks lose their banks, and Snapchat’s 2nd class of startups
11 Jul 2019
Contributed by Lukas
Conference call icon Zoom made your webcam vulnerable to snooping, and the flaw got discovered in a dramatic way. SunTrust bank decided to stop fundi...