The Best One Yet

🙋‍♀️ “Soccer’s growth story” — Women’s World Cup $$$. Buses are back. AT&T’s lead empire.

19 Jul 2023

Contributed by Lukas

The Women’s World Cup kicks off Thursday in New Zealand (and Australia) — But we think the Women’s World Cup is a growth stock, while the Men’...

🐐 “iMessi” — Apple’s Lasso Way. Allbirds’ weirdness rule. Accountants’ superhero moment.

18 Jul 2023

Contributed by Lukas

The world’s greatest soccer player, Lionel Messi, just began his career in Miami — But the real winner is actually Apple, who’s master plan is t...

🎙️ “Episode #1,000” — Shopify’s meeting calculator. Opill’s OTC pill. Air Conditioner’s heat wave win.

17 Jul 2023

Contributed by Lukas

Yetis & Besties, thanks to all of you for getting us to 1,000 episodes (it’s a lovely, nice, round number). Shopify thinks meetings waste v...

🌭 “Peak Weiner” — Hot Dogs’ summer. Hollywood’s actor strike. Delta’s international vacay.

14 Jul 2023

Contributed by Lukas

Hot Dogs have been named the “it” food of the summer — because hot dogs are a platform.The Hollywood strike is a lot bigger now that actors...

⚰️ “The greatest gift you can give” — Aretha Franklin’s will. Inflation’s best one yet. Domino’s delivery pivot.

13 Jul 2023

Contributed by Lukas

Domino’s swore it would never use 3rd party delivery apps — But great business minds are willing to change their mind. We just got the best Inflat...

🎢 “Less Epcot, more Amalfi” — Disney’s emptiest rides. Kura Sushi’s surge. She-cession’s finale.

12 Jul 2023

Contributed by Lukas

“Disney World Hasn’t Felt This Empty in Years” — That’s the headline right now for Disney, because Americans are getting their passports sta...

🧃 “Four Loko 2.0” — Prime Energy drink’s trouble. Amazon’s tiny treats. Threads’ greatest weakness.

11 Jul 2023

Contributed by Lukas

YouTubers Logan Paul and KSI launched an energy drink that’s now the target of Congress — because minor customers can lead to major problems. Amaz...

🌐 “The Las Vegas Sphere?” — Sphere’s real reality. China’s tit-for-tatting. Rivian’s 80% surge.

10 Jul 2023

Contributed by Lukas

Las Vegas just unveiled the largest sphere on earth — “Sphere” is actually a publicly-traded stock too, and it previews the future of live enter...

🎀 “Summer of Barbie” — Mattel’s movie blitz. Model A’s flying car. America’s Jobs surprise.

07 Jul 2023

Contributed by Lukas

Mattel’s Barbie movie just put on a master class in marketing — It’s not an ad campaign, it’s an “ad champagne” Today’s Jobs Report is e...

🐦🐦 “Instagram zucks Twitter” — Meta’s Twitter copycat. Insect-based food. Costco’s moocher crackdown.

06 Jul 2023

Contributed by Lukas

We just witnessed a “Stage 5 Zucking” — Instagram has officially copied Twitter with a new app that launches today called “Threads”. Cricket...

😈 “Death by Milkshake” — McDonald’s Grimace trend. Tesla’s supercharger secret. The 4.5-day workweek.

05 Jul 2023

Contributed by Lukas

McDonalds' just pulled off the most viral trend of the year… by accident — The Grimace shake highlights “the Case for Chaos” in Marketing. Tes...

🍼 “Baby Martell is here… the Pod’s not (yet)” — The pod returns Wednesday, July 5th.

30 Jun 2023

Contributed by Lukas

Besties & Yetis, we are so happy to report that Nick and Molly have a healthy baby boy and the family is doing fantastic. After a long labor, we’re ...

BONUS #4 🥗 The Storyteller of Salad: Nathaniel Ru, Sweetgreen Co-founder

22 Jun 2023

Contributed by Lukas

We recorded an interview in a restaurant, none other than Sweetgreen. We interviewed Nathaniel Ru, Co-Founder and Chief Brand Officer of the billion d...

👶 "1 week Baby Break begins… today”

21 Jun 2023

Contributed by Lukas

Nick just dashed to the hospital with his wife to have their 1st baby — we don’t have details yet, but we’ll share them on Instagram and Twit...

🍺 “The new #1 beer” — Modelo’s Millennial Magic. Mercedes’ AI car. Pixar’s missing magic.

20 Jun 2023

Contributed by Lukas

The Bud Light Boycott just resulted in a new #1 US beer: Modelo Especial — This Mexican beer’s boom was drank by Millennials. Mercedes Benz j...

🐝 “Yonce-flation” — Beyonce’s Swedish Inflation. Spotify’s YouTube strategy. Cava’s bistro IPO.

16 Jun 2023

Contributed by Lukas

Beyonce’s concert in Sweden literally caused nationwide Inflation — And it’s the perfect case study to explain all Inflation. Spotify just made ...

🍖 “Maaaa, the meatloaf” — InstaPot’s bankruptcy. Hospitals’ surgery surge. The Economy’s power pause.

15 Jun 2023

Contributed by Lukas

InstaPot has gone from the fastest-growing kitchen appliance to a bankrupt company — Because it ignored the art of aspiration. UnitedHealth’s...

💼 “Hot Cubicle Summer” — Big Tech’s remote reversal. Denver’s championship formula. Reddit’s epic blackout.

14 Jun 2023

Contributed by Lukas

Google just announced you better clock-in at the office… or you may lose your bonus — It’s big tech’s Great Reversal on remote work. The Denve...

🍕 “Frozen > Fresh” — Pizza’s biggest winner. JPMorgan’s Epstein settlement. NYC’s traffic tax.

13 Jun 2023

Contributed by Lukas

Pizza delivery surged during the pandemic, but it’s now gone cold… because of Frozen Pizza. JPMorgan is paying a $290M settlement because it ...

👮🤐 “123456” — Netflix’s password crackdown win. Stocks’ 1-year highs. AM Radio’s Tesla problem.

12 Jun 2023

Contributed by Lukas

The Netflix Password-Mooching Crackdown just began… and we just got the numbers on whether it’s working. Out of nowhere, stocks just hit their hig...

🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.

09 Jun 2023

Contributed by Lukas

Uber just launched an “airbnb for cars” feature in the app — because Uber may be the biggest threat to Airbnb (and vice versa). Adobe’s p...

🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.

08 Jun 2023

Contributed by Lukas

New York City is experiencing smoky air due to fires, and that’s got us thinking about 1 industry: Insurance. Because wildfires in California have m...

⛳️ “Just tap it in” — Golf’s money marriage. Vita Coco’s coconut surge. Coinbase’s big lawsuit.

07 Jun 2023

Contributed by Lukas

The PGA Tour is merging with LIV Golf, because those Saudi pockets are just too deep. A top-performing IPO from 2021? It’s Vita Coco — The st...

😎 “iPhone… for your Face” — Apple’s new iGoggles. Hot Wheels’ inflation-proof toy. Bud Light’s buy-cott.

06 Jun 2023

Contributed by Lukas

The Vision Pro headset is Apple’s biggest product since the iPhone — but does it pass “The Ugly Rule”? We found a 4th inflation-proof product…...

🏆 “Ending on a high note” — The Succession lesson. Tinder’s swiping CEO. Wingstop’s AI chicken.

05 Jun 2023

Contributed by Lukas

0:00 - Intro 1:38 - Hoarders Almanac; Pink Paint 3:51 - Peak End Rule: Succession and Ted Lasso are both over — for good — because to be remembere...

🧘 “Leggings. Latte. Pilates. Repeat” — Alo Yoga’s sanctuary strategy. Cruises’ 104% full problem. Lucid’s EV trust fund.

02 Jun 2023

Contributed by Lukas

0:00 - Intro 1:23 - Highest Paid Mascot 3:45 - Alo Sanctuary: The fastest-growing athleisure brand in America is now Alo Yoga — Because Alo didn’t...

🦾 “Paper menu, please!” — QR Codes’ failure. Delta’s greenwashing lawsuit. Elon’s Chinese feast.

01 Jun 2023

Contributed by Lukas

Restaurants replaced physical menus with QR Codes during the pandemic, but now their use is plummeting — Because this innovation is not solving a pr...

👑 “We analyze Waystar Royco” — Succession’s fictional reality. The Debt Ceiling deal. Casinos’ Blackjack tweak.

31 May 2023

Contributed by Lukas

Even in fiction, there are real business takeaways — So we jumped in TBOY-style to Succession’s Waystar Royco (FYI no spoilers). The President and...

🍜 “Gastrodiplomacy 101” — Korea’s kimchi capitalism. Gmail’s blue checkmark. Clear’s looooong line challenge.

30 May 2023

Contributed by Lukas

Fourteen years ago, South Korea’s government made a strategic decision that would change the future of its economy: Encourage Koreans living abroad ...

🏓 “Snitcher’s hotline” — Airbnb’s anti-party escalation. Twitter’s Fox News dupe. Abercrombie’s mullet surge.

26 May 2023

Contributed by Lukas

Airbnb permanently banned parties last year, but it’s cracking down even more this Memorial Day Weekend with a snitcher’s hotline. Elon’s got a ...

🤖 “AI’s brain cells” — Nvidia’s chip surge. Cava’s hummus IPO. Google & Uber’s robo-taxi.

25 May 2023

Contributed by Lukas

The 6th most valuable company on earth? It’s Nvidia — because not all computer chips are equal. We finally have an IPO this year: It’s Cava, the...

🪙 “$1 trillion coin” — Debt default desperation. Peloton’s full rebrand. Pro Bull Riding’s team up.

24 May 2023

Contributed by Lukas

We’ve got 1 week and 1 day left until the US defaults on its debt, so it’s time to talk about the craziest option left: The Trillion-Dollar Coin. ...

🍩 “Glazed & Confused” — Krispy Kreme’s giveaway strategy. Colorado River’s economy. Globo-Law Firm money.

23 May 2023

Contributed by Lukas

Krispy Kreme stock is up 50% this year thanks to a bold strategy: Take your top-selling product — and then give it away for free. We just witnessed ...

🇯🇵 “Ja-POW” — Japan’s all-time high. BMW’s electric yacht. ChatGPT’s laptop class.

22 May 2023

Contributed by Lukas

Everyone’s talking about China and India, but the real economic story right now is… Japan. BMW’s newest product? It’s an electric yacht, becau...

🫶 “We’re official” — Bumble’s relationship acquisition. TikTok’s Montana ban. Capital One’s Warren Buffett.

19 May 2023

Contributed by Lukas

Bumble’s newest acquisition isn’t a dating app, it’s a relationship app — because Bumble’s tired of being one-and-done. TikTok just got bann...

🫙 “The Avicii of Aioli” — Heinz’s sandbox strategy. AI’s nuclear agency. Target’s growing shrinkage.

18 May 2023

Contributed by Lukas

Heinz’s newest product isn’t a sauce, it’s a make-your-own condiment freestyle machine — Because you should treat your customers like kids in ...

📺 “Get a Free TV (with a catch)” — Telly’s giveaway strategy. Lego’s adult sales. Home Depot’s chill zone.

17 May 2023

Contributed by Lukas

One new startup will give you a free big-screen TV… for free — Because they don’t want your money, they want your data. Lego’s newest toy is f...

🗡️ “Zelda’s Billions” — Nintendo’s Star Wars beat. Vice Media’s bankruptcy. America’s job satisfaction.

16 May 2023

Contributed by Lukas

Nintendo just launched the latest Zelda video game — we crunched the numbers to learn that it will make more money than the last 3 Star Wars movies…...

🧑‍🎤👩‍🎤 “T-Swift vs. Bey” — The $1B Concert Battle. Twitter’s new CEO. Death of the free ecommerce return.

15 May 2023

Contributed by Lukas

For years, we’ve all been enjoying free returns on online orders, until now — Because returns are the Achilles Heel of ecommerce. Beyonce and Tayl...

🎢 “Daycare for Teenagers” — Six Flags’ roller coaster. Gmail’s personal assistant. America’s factory gold rush.

12 May 2023

Contributed by Lukas

Six Flags just had its best quarter ever, but the CEO thinks the theme parks have become “daycare for teenagers.” The most practical use of AI is ...

🎁 “Wedding gift mind-reader” — Etsy’s wedding registry. Rivian’s empty tank. Google’s foldable phone.

11 May 2023

Contributed by Lukas

Since 1 out of 3 couples registered for wedding gifts on Bed Bath & Beyond, Etsy is jumping into BB&B’s bankruptcy void. We crunched the numbers on ...

🍟 “Supersize my AI Fries” — Google’s Drive-Thru robots. Planet Fitness’ high schoolers. Airlines’ Apology Fee.

10 May 2023

Contributed by Lukas

Wendy’s just got hooked up with a Google AI robot that will take your order at the drive-thru window — and it’s programmed to upsell you. Planet...

👙👙 “#Dupe” — Lululemon’s knockoff embrace. Jack Dorsey’s Bluesky. Warren Buffett’s succession.

09 May 2023

Contributed by Lukas

Lululemon just had a “Dupe Swap”: You show up with a knockoff, walk out with the real thing. Twitter co-founder Jack Dorsey just ripped on Twitter...

⛏️ “He’s a gold digger” — Adidas $800M Kanye loss. Shopify’s quitting reward. Michelle Obama’s snacks.

08 May 2023

Contributed by Lukas

Adidas first thought that ending Kanye’s Yeezy line would cost it $250M, but turns out it was $800M… cause when you live by the Influencer, you di...

👑 “We crunched the coronation cash” - England’s Royal ROI. Airbnb’s room strategy. Band-Aid’s IPO.

05 May 2023

Contributed by Lukas

The coronation of King Charles the III is tomorrow in London — but you didn’t realize the royal family is Royalty Incorporated (worth $21B). Airbn...

🥩 “I’ll try the Tucson T-Bone” — Olive Garden’s steak strategy. Debt Ceiling drama. Ford’s Tesla trick.

04 May 2023

Contributed by Lukas

The Olive Garden’s parent company is spending $715M to buy Ruth’s Chris steakhouse because there are only 2 reasons to do a deal: to diversify or ...

📓 “Who killed Homework?” — AI’s 1st victim. Uber’s Lyft question. Germany’s free soccer tickets.

03 May 2023

Contributed by Lukas

We just saw the first stock market victim of AI: Chegg’s online tutoring stock plummeted 48% because students aren’t using tutors… they’re usi...

📺 “Goodnight to Late Night” — James Corden’s biz model. JP Morgan’s banking bigness. Olipop’s anti-soda surge.

02 May 2023

Contributed by Lukas

The final episode of the Late Late Show with James Corden just aired because the business model of the late night talk show isn’t working. J.P. Morg...

🎱 “Party with yo’ family” — Las Vegas’ epic pivot. First Republic’s 99% plummet. Wendy’s grocery store.

01 May 2023

Contributed by Lukas

Las Vegas has pulled off an epic pivot: From sin city to family fiestas. First Republic Bank’s stock has plummeted 99%, and all the options to handl...

♟️ “Hardcore Pawn” — Chess.com’s growth hack. Meta’s favorite word. Fanatics’ sports bet.

28 Apr 2023

Contributed by Lukas

The number of Americans playing chess has shockingly doubled in just 6 months — and it’s all because of one website’s wild strategy. Meta surged...

🚽 “The monster in your sink” – InSinkErator’s $3B sink. Chipotle’s love-flation. Microsoft’s video game duty.

27 Apr 2023

Contributed by Lukas

Remember when we told you 2 out of 3 acquisitions fail? Well we found one that didn’t: Insinkerator and Whirlpool. Chipotle stock just hit an all-ti...

💰 “You’re interested in interest” — Banks’ yield problem. Tiffany’s NYC museum. Package’s econ prediction.

26 Apr 2023

Contributed by Lukas

Have you gotten more interested in interest lately? It’s not just you. A record number of Americans are moving around their money because they’re ...

👻 “I took a Ghost Ride” — Robotaxis, San Francisco, & Tesla. Bed Bath & Beyond Bankruptcy. Coca-Cola’s BodyArmour.

25 Apr 2023

Contributed by Lukas

Robotaxes have taken over San Francisco’s streets, but the real winner here could be Elon’s Tesla. Before it got disrupted, Bed Bath & Beyond was ...

🐡 “Everyone needs a wingman” — Goldfish’s $1B cracker. Spotify’s anti-Spotify plan. Ikea vs. Wayfair.

24 Apr 2023

Contributed by Lukas

The newest Billion-Dollar Brand? It will be Goldfish Crackers… because Goldfish uses “The Wingman Strategy.” We noticed Spotify hasn’t been lo...

🤩 “Cash-chella” — Coachella’s influencer brand. SpaceX’s Mars rocket. BuzzFeed’s worst headline.

21 Apr 2023

Contributed by Lukas

Coachella isn’t a music fest anymore… it’s a 6-day, $100M profit fest. SpaceX launched its Starship into space — it exploded, but that’s all...

🗞️ “The real Logan Roy” — Fox News’ defamation. Taco Bell’s innovation lab. India vs. China.

20 Apr 2023

Contributed by Lukas

Fox News is paying $787M to end its defamation lawsuit from its 2020 election coverage, so we’re looking at what you can say and what you can’t. T...

👨‍🎤 “DrakeBot hits #1” — The Weeknd & Drake’s AI song. Apple’s fluent money. Cannabis vs Chocolate.

19 Apr 2023

Contributed by Lukas

The top song in America right now is from Drake & The Weeknd — But neither one knew about the song, because it was actually written and performed by...

💌 “Love is Late” — Netflix’s biggest apology. Phantom of the Opera’s finale. Earnings Season’s surprise.

18 Apr 2023

Contributed by Lukas

Netflix stock fell 2% because it messed up the live episode of “Love is Blind” — Here’s the 3 things Netflix should do to fix it. The Phantom ...

👜 “Gucci for the Weekend” — Four Seasons handbag Hotel. Walmart’s Bonobos breakup. Marriage money moment.

17 Apr 2023

Contributed by Lukas

The Four Seasons’ new perk: Guests can borrow a luxury handbag for a night out, because everything deserves a test drive. Walmart just sold its Bono...

🏋️ “A slimdown in a syringe” — Weight Watchers’ Ozempic win. Rihanna’s perfume power. Tax Day’s big battle.

14 Apr 2023

Contributed by Lukas

The latest fad diet isn’t a diet, it’s a shot — Ozempic is being called a miracle weight loss drug, and it’s disrupting Weight Watchers. LVMH ...

🦈 “The infant anthem” — Baby Shark’s podcast strategy. Twitter’s X Company. Restaurant-flation.

13 Apr 2023

Contributed by Lukas

Baby Shark is the most-watched YouTube video of all time, but now it’s charging money for podcasts — because there’s big $$$ in digital babysitt...

⚽ “Ryan Reynolds FC” – Wrexham’s soccer contentification. Tesla’s MegaBatteries. National Parks’ small fees.

12 Apr 2023

Contributed by Lukas

Actor Ryan Reynolds acquired a Welsh soccer club that’s now winning — The story’s worthy of a documentary (oh wait, there already is one). Tesla...

🍄 “The Irish plumber from Brooklyn” — Super Mario’s movie record. Tupperware’s expiration date. Millennials’ home-buying milestone.

11 Apr 2023

Contributed by Lukas

Nintendo stock is up 6% since “Super Mario Bros” premiered in theaters, because marginal creativity is the most profitable kind. We just hit a maj...

🧢 “Merch Monday” — Aesop’s profit shampoo. Levi’s denim drama. The Pope’s fancy AI.

10 Apr 2023

Contributed by Lukas

L’Oreal acquired Aesop, the Australian soap and shampoo company, for $2.5B because they sell the most profitable physical thing we’ve ever seen. L...

🌯 “Burrito Brawl” — Chipotle sues Sweetgreen. Twitter’s algorithm opening. The Anytime-Anywhere Economy.

06 Apr 2023

Contributed by Lukas

Chipotle just sued Sweetgreen for burrito bowl IP infringement, but we think Sweetgreen could turn lawsuits into lemonade. For the first time, a major...

🎹 “Beethoven on shuffle” — Apple’s classical music app. Women’s college basketball record. Jamie Dimon’s legendary letter.

05 Apr 2023

Contributed by Lukas

Apple’s newest product is shockingly basic: A music streaming app just for classical music… but it could turn customers into fans. The real winner...

🤼 “Real Fighting + Fake Fighting” — WWE’s Pay-Per-View. Lemon8’s sneaky app. GM’s CarPlay ban.

04 Apr 2023

Contributed by Lukas

World Wrestling Entertainment was just acquired for $9B (fake fight), but now it’s merging with Ultimate Fight Championships (real fighting) into a ...

🎓 “The Million-Dollar Degree” — Ivy League’s $90K tuition. Pepsi’s underdog logo. JAM vs FAANG.

03 Apr 2023

Contributed by Lukas

If Ivy League tuition prices keep growing at this pace, then kids born today will be paying “The Million-Dollar Degree”. Forget the “FAANG” st...

⚾🌭 “BoringBall” — Baseball’s biz strategy. Twitter’s April Fools. Egg-flation’s #1 winner.

31 Mar 2023

Contributed by Lukas

Major League Baseball has 10x as many games as the NFL, but half the revenue — so it just made three rule changes to fix “The Boring Problem.” T...

🦣 “Mam & Eggs” — Vow’s lab-grown mammoth. Lululemon’s bad bet. Elon’s anti-AI letter.

30 Mar 2023

Contributed by Lukas

How do you like your Mammoth cooked? Australian startup Vow just served lab-grown Mammoth Meatballs and raised $50M for it. Lululemon’s stock jumped...

👙🥕 “I wear… Aldidas” — Aldi’ grocery merch. Binance’s crypto brazenness. Subscription cancellation aggravation.

29 Mar 2023

Contributed by Lukas

The biggest crypto exchange in the world, Binance, has been sued by Federal regulators — we wish Crypto leaders would listen to Uncle Ben. The faste...

💀 “I talk to famous dead people” — Chat(bot) with anyone. Israel’s startup threat. Carnival’s IOU cruise.

28 Mar 2023

Contributed by Lukas

What if you could chat with Abe Lincoln, Super Mario, and Nikki Minaj? The latest $1B AI startup lets you have conversations with famous people… ali...

👑 “Queen of the Rental Romper” — Urban Outfitters’ rental win. Apple’s movie theater. Ford’s dating profile.

27 Mar 2023

Contributed by Lukas

Urban Outfitters is one of the few fashion stocks actually up right now and it’s thanks to one thing: Rental Rompers. Apple’s next big thing? Spen...

🔥 “Too Lit to Prohibit” — TikTok’s judgment day. PetCo’s peak puppy. Cash App’s rap battle.

24 Mar 2023

Contributed by Lukas

TikTok’s CEO just tried to convince Congress that it’s all good, but our elected representatives seemed to disagree — so the question remains: I...

🍸 “Hot Martini Summer” — White Claw’s vodka pivot. The Fed’s 2 monsters. Amazon’s MIA moment.

23 Mar 2023

Contributed by Lukas

White Claw already disrupted beer with spiked seltzer… now it’s disrupting both with its own vodka. The Fed just made its biggest policy decision ...

🍍 “Squeeze that pineapple” — Dole’s fruit problem. Netflix’s on-ramp. Hoka’s Rudy stock.

22 Mar 2023

Contributed by Lukas

Dole’s in the fruit business faces a fundamental problem: 1 banana 2 banana 3 banana 4 — They’re all the same banana, Chaquito or Dole. Netflix ...

🇫🇷 “Emily not in Paris” — France’s retirement ruckus. Microsoft’s AI coworker. Rolls-Royce’s literal moonshot.

21 Mar 2023

Contributed by Lukas

Protests, fires, and trash flood the streets of Paris because the retirement age in France was raised to 64 — it’s not just about economics, it’...

💍 “A Dearth of I Dos” — Zales’ fiancée shortage. Bank Bailout Glossary. Disney’s digital babysitter.

20 Mar 2023

Contributed by Lukas

2022 was The Year of the Wedding, but 2023 has a proposal problem — and that’s a problem for the jewelry industry. Three US banks are beating up ...

🤠 “iTed iLasso” — Apple’s marketing nirvana. Air Fryer vs Instapot. TikTok’s American ban.

17 Mar 2023

Contributed by Lukas

Apple just dropped Season 3 of Ted Lasso and achieved “marketing nirvana” — Because the real star was FaceTime. Nestle warns that there’s a wa...

👟🏀 “Air Money” — Michael Jordan’s sneaker record. SVB’s Smokey the Bear. Ryan Reynolds’ T-Mobile triumph.

16 Mar 2023

Contributed by Lukas

Michael Jordan’s 1998 NBA Finals sneakers are expected to sell for a record price at auction — But MJ’s slam dunks also reflect a fundamental ru...

🏦 “Mo Money Mo Problems” — Silicon Valley Bank’s Notorious BIG. Chick-Fil-A’s steaknife. Allbirds’ fashion quadrant.

15 Mar 2023

Contributed by Lukas

The entire Silicon Valley Bank drama can be explained by Biggie Smalls’ “Mo Money Mo Problems” — but so far the system’s working. Chick-Fil-...

BONUS #3 🪒 The God of Grooming: Jeff Raider, Harry’s, Co-Founder & CEO

10 Mar 2023

Contributed by Lukas

He didn’t create just 1 unicorn company… he created 2. And it all began with a school project. Jeff Raider co-founded Warby Parker while in busine...

👶 “1 week Baby Break begins… today”

08 Mar 2023

Contributed by Lukas

Jack just dashed to the hospital with his wife to have their 2nd baby — So we’re taking a week off for Jack to dad-it-up with his family. Here’s...

🍤 “The empathetic peel” — Chili’s shrimp turnaround. Ferrari’s bank robber. Train derailment profits.

07 Mar 2023

Contributed by Lukas

Chili’s may be the most efficient business in America: Because its CEO put on the oven mitts and went into the kitchen (aka “Empathetic Efficiency...

💳 “I only date Costco members” — Costco’s membership magic. Universal’s boy-band power. VinFast’s super-cheap car.

06 Mar 2023

Contributed by Lukas

There are more Costco families in America than there are families with dogs… so everyone’s wondering what Costco is about to do to its annual Memb...

🧃 “The Soda School of Business” — Pepsi’s ultimate MBA. Matthew McConaughey’s Salesforce. Shef’s $100M meal.

03 Mar 2023

Contributed by Lukas

PepsiCo’s greatest export isn’t a liter of cola, it’s leaders of companies.  Salesforce stock surged 12% despite one strange issue: This tech c...

🌎 “Master Plan Part 3” — Tesla’s next big thing. A-Rod’s ticket journey. Instacart’s delicious endcap.

02 Mar 2023

Contributed by Lukas

Elon Musk just unveiled his 3rd Master Plan for Tesla: Take over the world with electricity (spoiler: Electric airplanes). Instacart’s sales just su...

😴 “Snorlax wins” — Pokemon’s gamified sleep. Goldman’s un-techoning. Hims & Hers’ hype pills.

01 Mar 2023

Contributed by Lukas

Pokemon is launching a video game you play while you sleep… because the $500B Sleep Economy is just waking up. Goldman Sachs just un-disrupted itsel...

🍕 “The Last of the Leftover Pizzas” — Domino’s delivery problem. Lime’s unprecedented scooter. Millennials’ worst debt yet.

28 Feb 2023

Contributed by Lukas

Pizza stocks plummeted after Domino’s had its worst day ever because it’s the end of leftover pizza. The WSJ just reported that Millennials are ad...

🐻 “Winnie The Pooh… but scary” — Disney’s IP Problem. Cash App’s Rule of 40. MolsonCoors’ beer pie.

27 Feb 2023

Contributed by Lukas

The newest Winnie The Pooh movie is actually a horror movie — because Pooh no longer belongs to Disney. MolsonCoors was just told it can’t make fu...

🥪⚡“An Oasis of Salami” — Subway Sandwich’s electric cars. Netflix’s quarterback playbook. Ukraine’s 1-year economic scoreboard.

24 Feb 2023

Contributed by Lukas

Subway Sandwiches has a bold new turnaround plan: Electric car charging stations (yes, that Subway). Netflix just partnered with the NFL for a new Qua...

🎲 “The Infinite Game” — Nintendo’s HR strategy. Shake Shack’s honeymoon problem. Coinbase’s favorite word.

23 Feb 2023

Contributed by Lukas

The #1 fast food stock of 2023 so far? It’s Shake Shack. But Shake Shack’s facing the “The Honeymoon Problem.” Every tech company is laying of...

🥳 “Summer Fridays… forever” — 4-Day-Workweek’s moment. TikTok’s Trivia trick. Instagram’s ultimate zucking.

22 Feb 2023

Contributed by Lukas

61 companies in England tested out the 4-Day Workweek for 6 months… and it’s actually good for business. Tonight at 8pm EST, TikTok becomes a nati...

💋 “100 years of dewy gloss” — Glossier’s makeup makeover. DraftKings’ super bet. ChatGPT’s creepiest convo.

21 Feb 2023

Contributed by Lukas

Glossier debuts this week in Sephora’s 600 stores, but the key to their turnaround is a 100 year mindset. We saw bizarre and freaky conversations be...

🩴 “Ugly gets money” — Crocs’ simplicity strategy. Hard Seltzer’s obituary. YouTube’s Chief Creator Officer.

17 Feb 2023

Contributed by Lukas

Take this week’s TBOY Quiz: https://go.tboypod.com Crocs just announced its best year ever because there’s nothing ugly about simple. Boston Beer ...

🍲 “Bougie Bowls” — Chipotle’s new restaurant. Airbnb’s digital antidote. America’s Badass Rocks Club.

16 Feb 2023

Contributed by Lukas

Chipotle just launched a new restaurant brand called Farmesa — Chipotle is disrupting itself. Airbnb just had its best year ever because when Zoom i...

😈 “Stingy Frappuccino” — Starbucks’ rewards cut. Mattel’s Barney resurrection. Crypto’s new wall.

15 Feb 2023

Contributed by Lukas

Notice something different in your Starbucks app? This week, Starbucks changed its loyalty program by adding a shot of stinginess. Mattel’s trying t...

❤️‍🔥 “The Friend Zone” — Bumble’s plutonic plan. Apple’s Rihanna bump. Farmer’s Dog’s P.U.P.P.Y. commercial.

14 Feb 2023

Contributed by Lukas

The most Googled thing during/after the Super Bowl: “Is Rihanna pregnant”. And that means the real Super Bowl winner was Apple. Bumble’s new dat...

🐊 “Thirst Trap” — Gatorade’s brand expansion. Elon’s 1st 100 days. Lyft’s brutal buy-ability.

13 Feb 2023

Contributed by Lukas

Elon just finished his first 100 days at Twitter, so how’s it looking? Pepsi used the Super Bowl to announce it’s expanding the Gatorade franchise...

🏈 “The Booze Bowl” — Super Bowl’s crypto beer ads. Taco Bell’s Pete Davidson breakfast. Disney’s Ursula earnings report.

10 Feb 2023

Contributed by Lukas

Take this week’s TBOY Quiz: https://go.tboypod.com The Super Bowl this weekend is going to look a lot different than last year: Crypto is benched, ...