The Best One Yet
Episodes
HBO Max (coming this spring), Pepsi’s Bubly obsession, and Virgin Galactic is going public
10 Jul 2019
Contributed by Lukas
Pepsi’s earnings report seemed normal, until we noticed its CEO’s passion for the future of its sparkling water strategy. AT&T announced HBO Max ...
Snapchat’s 2 biceps of tech, WeWork’s pre-IPO debt-a-palooza, and the big minimum wage report
09 Jul 2019
Contributed by Lukas
So far in 2019, Snap’s stock is up 160% — we’re looking at the 2 biceps of tech powering that silent comeback. WeWork wants to IPO, but first, ...
Cannabis co-CEO fired by beer board, Walmart’s Jet.com drama, and Lee Iacocca changed cars forever
08 Jul 2019
Contributed by Lukas
Canopy Growth is the world’s largest cannabis company and it suddenly fired its co-CEO — but it looks like Corona owner Constellation Brands was ...
Tesla goes from “dark orange” to “light yellow,” Calm is our “Unicorn of the Day,” and the 10th birthday of the longest US econ expansion.
03 Jul 2019
Contributed by Lukas
Tesla didn’t report earnings – it reported its car deliveries, and the record numbers boosted the stock 7%. Meditation app Calm just raised more m...
Stubhub’s VIP everything for concert tickets, Nike’s women’s sports binge, and Deutsche Bank’s downward spiral
02 Jul 2019
Contributed by Lukas
Stubhub is treating customers who spend $10k to VIP tailgates, VIP perks, and VIP customer service. The women’s national team soccer jersey is Nike’...
Budweiser acquires Babe / White Girl Rosé, The RealReal surges 45% on its IPO, and Velodyne is the startup making self-driving possible
01 Jul 2019
Contributed by Lukas
With beer sales falling, Budweiser’s parent company AB InBev acquires the maker of Babe canned rosé and White Girl Rosé as its summer makeover. Th...
Bitcoin’s best friend, Amazon is a shipping company, and Superhuman pioneers “luxury email”
28 Jun 2019
Contributed by Lukas
While Bitcoin is rising, we looked at Advanced Micro Devices (AMD), which is the “shovel” to Bitcoin’s “mining.” A crazy stat about Amazon r...
Shopify’s customer service game-changer, WeWork acquires Waltz, and General Mills falls on snacks vs. pet food
27 Jun 2019
Contributed by Lukas
We noticed WeWork is on an acquisition tear, and it just strategically added Waltz to its list. General Mills shares fell 4% because its snack biz is ...
Google’s “city-within-a-city-of-the-future” milestone, Starbucks and Dunkin’ hit record highs, and BMW’s big electric car/motorcycle moves
26 Jun 2019
Contributed by Lukas
Coffee stocks Starbucks and Dunkin’ are up to record highs this year because they’re both pursuing 4 specific strategies. BMW unveiled its new lin...
“Viagra for Women” gets FDA approval, McDonald’s fresh beef investment pays off, and Caesers gets acquired to create the biggest US casino operator
25 Jun 2019
Contributed by Lukas
McDonald’s Quarter Pounder was launched with fresh beef a year ago — and that just propelled McD’s to its first gain in burger market share in ...
Amazon’s freaky drone patent, Earth’s biggest cannabis company (Canopy) falls 8%, and Walmart’s $288M “Sorcerer” bribe
24 Jun 2019
Contributed by Lukas
Canada’s Canopy Growth is the biggest cannabis producer in the world, but its latest numbers reveal it may have a pot demand problem. Walmart paid ...
Slack is now public, Netflix’s strategic reveal, and Apple’s trade war letter
21 Jun 2019
Contributed by Lukas
Slack shares jumped 49% on their first day of trading, so we jumped into the company that thinks it’ll replace work email within 7 years. Netflix’...
Grocery Outlet IPOs today, YouTube’s huge change, and Adobe reveals why Silicon Valley loves software
20 Jun 2019
Contributed by Lukas
Grocery Outlet’s “WOW!” IPO (listen to the pod — you’ll see what we mean) is the convergence of two major retail trends. YouTube may be lau...
Facebook’s new cryptocurrency, Lululemon’s new #sweatlife selfcare shampoo, and Best Buy’s new FitnessTech strategy
19 Jun 2019
Contributed by Lukas
Facebook unveiled details of its new cryptocurrency, Libra (aka “ZuckBucks”), so we jump into the key details you need to know. Lululemon’s goi...
Blue Apron’s reverse split, Domino’s self-driving minivan delivery, and Buzzfeed/VW union drama
18 Jun 2019
Contributed by Lukas
Tech-focused Domino’s is unleashing a self-driving delivery minivan later this year. Meal kit pioneer Blue Apron’s shares jumped from 55-cents to ...
Airbnb launches (crazy) “Adventures,” Chewy.com’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy
17 Jun 2019
Contributed by Lukas
Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new “Adventures” fea...
Quibi’s the #1 disruptor in video, Fiverr surges 90% on IPO day, and HSBC’s Saudi Arabia risk/reward
14 Jun 2019
Contributed by Lukas
Startup Quibi is launching as a fully mobile streaming app with $1B in funding, and we just got more details on what it’s working on (hint: the ret...
Fortnite acquires Houseparty, Restoration Hardware’s rebel upscale strategy, and our “Unsexy Industry of the Day” is Crowdstrike’s IPO
13 Jun 2019
Contributed by Lukas
Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming legend Fortnite acqu...
Mary Meeker’s epic “Internet Trends Report”, Grubhub jumps after Amazon Restaurants ends, and Brex hits $2.6B as our “Unicorn of the Day”
12 Jun 2019
Contributed by Lukas
Mary Meeker dropped her annual 333-slide Internet Trends Report, so we pulled out 3 keys for you. Grubhub shares jumped 8% on word Amazon is ending i...
“Work From Home” is our Trend of the Day, and Mega Merger Monday happened -- Salesforce, Tableau, Raytheon, United Tech
11 Jun 2019
Contributed by Lukas
Suddenly, it happened. Mega Merger Monday. Salesforce acquired Tableau to create the corporate starter kit of software, while Raytheon merged with Un...
Revolve’s Instagram/fashion IPO, JetBlack concierge takes on Amazon Prime, and Germany’s Aldi fires up the US grocery wars
10 Jun 2019
Contributed by Lukas
The pioneer of social media influencer marketing, Revolve shares surged to become the 2nd best public offering stock performance of 2019 so far. JetB...
Beyond Meat surges after 1st earnings, Cronos cannabis’ 10% surge, and Barnes & Noble is about to be bought
07 Jun 2019
Contributed by Lukas
In its first earnings report since its IPO, Beyond Meat surged as it defends its first-mover advantage. Canadian cannabis icon Cronos is pivoting its...
Jack Daniel’s $125M tariff bill, Bird’s new scooter targets “THICs,” and GameStop’s 36% plummet
06 Jun 2019
Contributed by Lukas
Liquor legend Brown Forman just revealed that fresh tariffs from the EU on American whiskey is costing the Jack Daniels owner $125M per year. Scooter...
Spotify’s new app, Mirror is our “Pre-Unicorn of the Day,” and why markets jumped so much Tuesday
05 Jun 2019
Contributed by Lukas
Wall Street just had its best day since January, so we explain why (it’s all about The Fed’s focus on something sexy). Spotify whipped up a new a...
Regulators hit the Mt. Rushmore of tech, Apple’s WWDC, and the biggest private real estate transaction ever (=$18.7B)
04 Jun 2019
Contributed by Lukas
Shares of Google and Facebook both fell over 6% on word US regulators have coordinated to take them on. Meanwhile, Apple’s big Worldwide Developers...
JPMorgan’s “anti-dad” case sets a record, fresh Mexico tariffs will hurt your Chipotle, and non-hotel companies jump into hotels
03 Jun 2019
Contributed by Lukas
In a record settlement of $5M for a parental leave case, JPMorgan’s giving new moms and dads a more equal policy (although the US is still way behi...
Uber’s 1st public earnings report, Firefly is the future of outdoor ads, and Dollar General & Dollar Tree’s epic days
31 May 2019
Contributed by Lukas
In its 1st earnings report as a public company since this month’s IPO, Uber’s earnings report revealed it’s got a problem with 1 word: Growth. ...
Abercrombie’s worst day in 20 years, iRobot’s new launch, and SoFi’s stadium move
30 May 2019
Contributed by Lukas
iRobot just unveiled two high-tech robot floor cleaners, but its expansion to non-cleaning things is TBD. Abercrombie & Fitch just axed 3 high-profil...
Zynga is our “Accidental Billionaire of the Day,” Huawei’s 4 spy stories, and tobacco’s terrible day (because of regular unleaded)
29 May 2019
Contributed by Lukas
Farmville-creator Zynga just sold its San Francisco headquarters building for $600M — And it may be better at real estate than video games. We’re ...
Facebook’s “GlobalCoin” launching 2020, Kontoor is the new jeans IPO, and SpaceX’s 60-satellite week
28 May 2019
Contributed by Lukas
Zuck’s launching a Bitcoin-ish cryptocurrency called GlobalCoin in 2020 so that paying for anything is as easy as messaging. Kontoor is the newly I...
Facebook’s 2.2B fake accounts, Disney’s theme park record, and the “IPO of the Day” is a talent agency
24 May 2019
Contributed by Lukas
You’ve heard about Disney+ streaming and Marvel Movies for months — But there’s a big story around its theme parks and its new Star Wars land. ...
“Uber Eats Pass” gets leaked, Target is retail-pocalypse-proof, and the Boeing update you wanted
23 May 2019
Contributed by Lukas
A “reverse-engineering specialist” discovered within code in the Uber Eats app plans to release a $9.99/month unlimited food delivery service. Ye...
Urban Outfitters launches subscription clothing rental. Tesla hits a 3-year low. And JCPenney’s “graceful shrinking”
22 May 2019
Contributed by Lukas
Tesla stock hit a 3-year low this week after one analysts’ aggressive dystopian imagery. Urban Outfitters is trying on its best Rent the Runway imp...
Sprint/T-Mobile dating drama, chip shares plummet, and Mary Meeker invests in our “Unicorn of the Day”
21 May 2019
Contributed by Lukas
Telecom icons T-Mobile and Sprint were supposed to enjoy a $26B merger relationship, but now it may be off — And that halted trading in Sprint stock...
Away suitcases becomes a “Brand-icorn,” Amazon’s airport and food delivery moves, and John Deere = Trade War
20 May 2019
Contributed by Lukas
Amazon made 2 major moves into delivery and shipping by investing in Deliveroo and breaking ground on its own 100-plane airport. Luggage startup Away ...
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...