The Best One Yet
Episodes
Pinterest’s 1st earnings report, TikTok’s is top downloaded app (again), and a brand new stock exchange is coming to markets
17 May 2019
Contributed by Lukas
There’s a theme to Pinterest’s first ever earnings report: Slowing. TikTok is the Chinese app that just hit 5 straight quarters as the most-downlo...
LaCroix sparkling water drops, Amex acquires Resy, and Americans stop having as many babies
16 May 2019
Contributed by Lukas
To get into your weekend calendar, Amex acquired restaurant reservation app Resy to make perks way more Millenniall-y. LaCroix is owned by National B...
Match launches date coaching, Ralph Lauren’s Gen-Z moves, and Walmart’s 1-day free shipping reveal
15 May 2019
Contributed by Lukas
Ralph Lauren shares dropped even though its latest marketing moves are winning Gen Z. Dating app icon Match announced a new coaching hotline to get yo...
Peloton takes down Flywheel, Supreme Court says you can sue Apple, and the “Unsexy Companies of the Day”
14 May 2019
Contributed by Lukas
Spin studio chain Flywheel has been taken over by one of its investors because it’s losing the fitness wars to tech-focused Peloton bikes. Apple fel...
LIVE from NYSE for Uber’s IPO, Rihanna’s LVMH luxury launch, and how the newest tariffs affect you (they will)
13 May 2019
Contributed by Lukas
We hit the floor of the New York Stock Exchange to cover Uber’s IPO for you — Here’s what we saw. For the first time in over 30 years, luxury ...
Uber’s IPO day, Harry’s Razors acquired for $1.4B, and Party City surges 10% on helium
10 May 2019
Contributed by Lukas
The key details you need to know on Uber’s IPO day. Harry’s disrupted the shaving subscription market, and now it’s been acquired by the company...
Roku’s 8% jump, Rent The Runway’s new mega (co-working) store, and TripAdvisor’s “experiences” bet
09 May 2019
Contributed by Lukas
Roku is Netflix’s little cousin and the CFO is just happy the dongle is winning along with Disney. Rent The Runway is opening its biggest store ever...
Google’s $399 smartphone, Crocs’ comeback, and GM’s robotaxi Cruise snags $1B
08 May 2019
Contributed by Lukas
Google’s I/O event day enjoyed protests, AI tech to screen fake calls, and a $399 Pixel phone. General Motors acquired self-driving car startup Cru...
Big Trade War update, Apple’s bought 20+ companies in 6 months, and the largest VC investment in Latin America ever
07 May 2019
Contributed by Lukas
The Trade War was supposed to end this week with a peace deal. That’s not looking likely, and we’ll tell you why. Apple’s CEO casually dropped ...
Warren Buffett’s epic annual event, Planet Fitness’ innovative real estate strategy, and almond milk vs. Dean Foods dairy
06 May 2019
Contributed by Lukas
The annual Berkshire Hathaway shareholder meeting showcased 88-year-old legendary investor Warren Buffett, so we broke down his 6 hours of one-liner ...
The Taser CEO gets $246M in stock comp, Beyond Meat surges 163%, and Wayfair drops 7% because you’re expensive
03 May 2019
Contributed by Lukas
Axon Enterprises is the company behind the taser, and it just awarded its CEO $246M in compensation — So we look in to how it’s set up to incentiv...
Molson Coors falls 8% on mid-beer crisis, Royal Caribbean becomes pricing power superhero, and Fitbit is our “Survivor of the Day”
02 May 2019
Contributed by Lukas
With beer sales slowing, Molson Coors is desperately focused on innovation (aka non-alcohol drinks), but shares fell because of its beer battles. Fit...
Facebook’s new “FB5” redesign (and dating feature), Apple’s past-dependent business model, and Merck’s profits quadruple
01 May 2019
Contributed by Lukas
Apple’s earnings report was critical for what it didn’t say, just as much as what it did — And it reveals that Apple’s transformation. Faceboo...
Spotify hits 217M profitless users, Airbnb & Marriott’s twin announcements, and Chewy.com’s “pet humanization” IPO
30 Apr 2019
Contributed by Lukas
Spotify now boasts 100M paying subscribers, so we looked into why it’s still losing so much money (hint: It’s betting on podcasts). Airbnb and Ma...
Beyond Meat boots its meat-focused investor, Comcast (shockingly) hits record high, and one startup’s worst 1st week
29 Apr 2019
Contributed by Lukas
Plant-based meat innovator Beyond Meat had an awkward investor: The world’s 2nd biggest meat producer, Tyson Foods -- So Beyond Meat kicked it out b...
Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87
26 Apr 2019
Contributed by Lukas
Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to your daily routine. W...
Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”
25 Apr 2019
Contributed by Lukas
Ford needs help with electric cars (and help if its electric trucks fail), so it dropped a $500M investment in electric pickup startup Rivian. Domino’...
Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama
24 Apr 2019
Contributed by Lukas
Twitter jumped 16% after focusing on a new metric to make you impressed. Hasbro surged 14% after Play-Doh, Monopoly, and Transformers powered its firs...
Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US
23 Apr 2019
Contributed by Lukas
Tesla’s “Autonomy Investor Day” featured Elon saying he’s “very confident” it’ll have 1 million robo-taxi Teslas by 2020. Online real es...
Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”
22 Apr 2019
Contributed by Lukas
Out of last week’s 8 IPOs, we’re focusing on Zoom — The shockingly profitable tech company with a fascinating CEO. T-Mobile gets into banking wi...
Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)
18 Apr 2019
Contributed by Lukas
Pepsi rose to an all-time high as advertising’s rescued its soda biz. Wish is reportedly raising $300M to reach an $11B valuation as 2018’s most-d...
Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand
17 Apr 2019
Contributed by Lukas
Qualcomm shares surged after settling a major court battle with Apple that’ll give it plenty of iPhone $$$. Walmart’s launching a kids clothing su...
Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%
16 Apr 2019
Contributed by Lukas
House Starbucks or House Dunkin’? Panera kicked the fast-food Breakfast Wars up a notch with its focus on coffee. Waste Management’s $5B acquisiti...
African tech IPO Jumia jumps big, Facebook’s board drama, and JP Morgan jumps 5% as it looks into America’s wallet
15 Apr 2019
Contributed by Lukas
The “Amazon of Africa,” Jumia, surged 75% on its IPO day, but it’s really more of an everything-app for 14 fast-growing African nations. Netflix...
Amazon throws shade at competitors, Lemonade raises $300M, and Keurig Dr. Pepper falls 4% on cocktail K-Cups
12 Apr 2019
Contributed by Lukas
Jeff Bezos’ annual letter to Amazon shareholders ripped on eBay and professed love for gut instincts. Keurig Dr. Pepper stock fell 4% because its ne...
Uber doesn’t want its IPO to be like Lyft’s, Netflix’s unprecedented comedy move, and Delta’s 2 “profit puppies”
11 Apr 2019
Contributed by Lukas
Lyft shares have fallen 25% since their first day of trading — And things got worse yesterday because of what Uber revealed. Netflix is partnering w...
Levi’s 1st earnings report, Under Armour drops 4%, and Bank of America’s big pay raise
10 Apr 2019
Contributed by Lukas
In its first earnings report since its March IPO, Levi’s shares jumped. Under Armour dropped 5% because a single survey showed it’s lost consumer ...
“Avengers” powers AMC movie theater stock, Chuck E. Cheese’s plans to go public again, and GE falls because of “the GE whisperer”
09 Apr 2019
Contributed by Lukas
Don’t call it a comeback (but it is a comeback). Your childhood Chuck E. Cheese’s has been revamped by private equity and wants to go public again...
Bumble launches a physical magazine, Snapchat gets into gaming, and 1 problem in the “perfect” jobs report
08 Apr 2019
Contributed by Lukas
Ladies-first dating app Bumble just published a physical magazine as it transitions online to offline. Snapchat stock popped last week after its big m...
Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%
05 Apr 2019
Contributed by Lukas
Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine b...
McDonald’s 2nd investment in a week, Uber’s and NYC’s traffic tax, and Ikea’s new furniture rental service
04 Apr 2019
Contributed by Lukas
McDonald’s stock hit a record high after its 2nd investment in a week to make its food more tech. Uber’s IPO is coming up, but it’s been busy ma...
FemTech grabs $42M for breast pumps, Whole Foods finally cuts prices big, and Walgreens drops 12%
03 Apr 2019
Contributed by Lukas
Elvie raises $42M to scale its “iPod of breast pumps” in a big week for FemTech. Whole Foods (finally) cuts prices today, but it shows how Amazon’...
Burger King launches plant-based Impossible Whoppers, Kellogg’s sells its cookies for $1.3B, and Google’s Gmail turns 15
02 Apr 2019
Contributed by Lukas
Nutella’s owner just bought Keebler and a whole bunch of cookies from Kellogg, even though Pringles sales are jumping. Gmail is Google’s secret we...
2019’s IPO profit problem, Restoration Hardware plummets 22%, and Brexit’s “big” day
01 Apr 2019
Contributed by Lukas
Lyft popped 8% on IPO day, and it reflects a bigger theme with 2019’s tech IPOs: Profits don’t matter (yet). March 29th was circled for years on c...
Lyft IPOs, Facebook’s ad model gets sued, and the Mets’ Moviepass situation
29 Mar 2019
Contributed by Lukas
Lyft’s IPO is today, so we tell you how it got here. Facebook’s facing another lawsuit, this time about its core business model. And the Mets are ...
Casper becomes a unicorn, Lululemon surges 11% on Man-leisurewear, and Southwest’s big Boeing problem
28 Mar 2019
Contributed by Lukas
Lululemon’s sales stretched as the CEO sets gender parity goal. Casper Mattress’ slide deck gets revealed, just as it hits a $1.1B valuation. And ...
Bed Bath & Beyond’s “intervention,” Cronos cannabis’s humble-brag, and the new meme-messing internet law in Europe
27 Mar 2019
Contributed by Lukas
Bed Bath & Beyond surged 22% for its best day in a decade, but because investors are having an intervention with management. Cronos’ quarterly sales...
Apple’s biggest day since the iPhone, Winnebago gets Marie Kondo’d, and the 1st eSports stadium
26 Mar 2019
Contributed by Lukas
In 4 minutes, we break down Apple’s hugest product event since the iPhone (it’s all about da bundles). Winnebago’s RV sales dropped 17%, but Mil...
MarketSnacks acquired, Pinterest’s IPO deets, Papa John signs Shaq, and Tiffany’s falls 5%
25 Mar 2019
Contributed by Lukas
This is big. MarketSnacks has been acquired by Robinhood, and is now Snacks Daily -- Same digestible financial news, better everything else. Today, we...