The daily pop-biz news show making today’s top stories your business. 15 minutes on the 3 biz stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.
Harry Potter’s Broadway show is the highest-grossing non-musical in history — But Harry’s coming TV series is even bigger… because it’s okay to reinvent the wheel.The world’s biggest shipping company just made the biggest detour on Earth — Maersk is sailing 6K miles around Africa instead of through the Red Sea… and you’re gonna pay for it in your shopping cart.And United Airlines is stealing an idea from Zuck: Targeted ads — Prepare for a personalized ad for you in seat 17A (plus, we’ve got a plan to rebrand the targeted ad).$WBD $UAL $AMKBYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1/4/2024 • 19 minutes, 57 seconds
👶 “New generation, who dis?” — Gen Alpha’s birth. Pop-Tarts’ mascot. BYD beating Tesla.
What comes after Gen Z? It’s Gen Alpha — Marketers are turning their attention to the children of Millennial parents, and we are too. Pop-Tart was the star of the College Football bowls season, thanks to their mascot — Because Kellogg’s new strategy is to give their snacks arms and legs. And Tesla has always been (by far) the king of electric cars… until now — Because China’s BYD is now outproducing the electric OG.$K $TSLA $BYDDYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1/3/2024 • 22 minutes, 6 seconds
BONUS 💰 “The Money Pod” — Our Best of the Best money stories for 2024
To kick off 2024, we’re presenting our top 3 money stories of 2023. So whip out your wallet, Venmo your Cash App, and DM your broker, let’s hit our first ever money pod…1) Rent or Buy, a story from September 21st: To Rent or To Buy - that is the question — If Shakespeare was alive today, should he rent a house or buy a house?2) Aretha Franklin’s Will, from July 13th : When singer Aretha Franklin passed away, we learned something big — That the greatest gift you can give your family is a will3) The Year of High Yield from April 26: This was the year your money could make 5% by doing nothing — It’s time to be interested in interest.Tomorrow, we’ll be back with the news of the day — But today is the best one yet. Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1/2/2024 • 18 minutes, 21 seconds
BONUS 🤩 “The Entertainment Pod” — Our Best Entertainment stories yet of 2023
A bonus episode featuring 3 of our top pop-biz news stories from 2023 on the entertainment industry. So toss on some PJs, hit the couch, and grab the 7 different screens around you, let’s hit our entertainment pod…1) The Lion King, from January 6th: Disney’s Lion King Musical set a Broadway Record — Because on Broadway you can’t make a living, but you can make a killing.2) iMessi (7/18): Lionel Messi came to America to play soccer, but the real winner was Apple — We call it iMessi.3) Spotify Songs (9/21): Have you noticed that songs are getting shorter? Cause they are — The average song is literally shorter, cause artists don’t just play for fans, they play for algos.Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/22/2023 • 19 minutes, 19 seconds
BONUS 🙋♀️ “The Girl Pod” — Our Best She-conomy stories of 2023
A bonus episode featuring 3 of our top pop-biz news stories about the She-conomy. The #1 force in the economy this year? It’s women. So we whipped up the 3 most interesting stories on the year that she ran the financial world…1) The She-conomy, from July 28th — We found the 3 female forces that turned the economy into the she-conomy.2) Natural Cycles, from Sept 20th: Our most commented-on story of the year? It was this one, “iOvulation” — The 1st ever hands-free birth control was a tech innovation of the year.3) Bumble, from Nov 7th: The founder of Bumble stepped down as CEO after disrupting dating — Bumble’s is the only business we know that turned a tiny feature into a big company.Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/21/2023 • 15 minutes, 47 seconds
BONUS 🚙 “The Car Pod” — Our Best Car stories yet from 2023
A bonus episode featuring 3 of our top pop-biz news stories on the car industry from 2023. So fill up that tank, charge that battery, and wax that chassis. Let’s jump into our 3 car stories…1) Mercedes from June 20th: Mercedes created the first ever AI car with ChatGPT — Mercedes just gave birth to The Companionship Economy.2) Jeep from August 1st: Jeep’s got a surprise new enemy: The Ford Bronco — So we jumped into the numbers behind the car industry’s zero sum game.3) Porsche from October 2nd: Porsche jumped industries, from cars to condos — Porsche’s luxury apartment building in Miami shows us the cure for a commodity.Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/20/2023 • 16 minutes, 34 seconds
BONUS 👗 “The Fashion Pod” — Our Best Fashion stories yet from 2023
A bonus episode featuring 3 of our top pop-biz news stories on the fashion industry from 2023. So toss on a cute top and iron those jeggings, let’s jump into our 3 Fashion stories…1) Lulelemon, from May 9th: Lululemon showed us the rise of Dupes — In fashion, Dupes aren’t a scarlet letter - they’re a badge of honor.2) Aldi, a story from March 29th: The German grocery chain, moved from food into fashion — The fastest growing grocery chain in america is selling apparel, because merch is the new moat.3) Allbirds, a story from July 18th: Allbirds created the weirdest shoe of 2023 — We introduce the weirdness rule of fashion, and whether Allbirds violated it.Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/19/2023 • 17 minutes, 31 seconds
🎂 “The Food Pod” — Our Best Food stories yet from 2023
A bonus episode featuring 3 of our top pop-biz news stories on the food industry from 2023. Grab a napkin and pull up a chair, let’s jump into the 3 stories spork-first (or is it fpoon?) 🤤…1) The Grimace Milkshake, from July 5th: How McDonald’s made a drink go viral — The Grimace Shake makes the marketing case for chaos.2) Goldfish Crackers, from April 24th: How Goldfish became a billion-dollar brand — Because even crackers need a wingman.3) South Korea’s Gastrodiplomacy, from May 30th: How a country used food to boost trade — South Korea used “Calorie Capitalism”.Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/18/2023 • 19 minutes, 37 seconds
🎅 “Claus Industries'' — Santa’s $11 Trillion biz. Stocks’ record highs. Dating Wrapped’s love philosophy.
Get our 25 Best Takeaways yet by subscribing at tboypod.com/newsletter.We got the Annual Report from “Klaus Industries” (yeah, Santa’s company), so we jumped into the business — Santa’s got a strong supply chain, diverse market of 2 billion customers, and an $11 trillion opportunity.The stock market began the year with Recession-worries, but it’s ending with all-time highs — We’re looking at the one force driving Wall Street to record highs for the holidays.And do you know about Dating Wrapped? — The #1 trend on TikTok is analyzing your year in dating, and it reminds us of a quote from Socrates.$NICE $SPY $SPOTSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
TBOY Merch Drop: Get The Best Gifts Yet at www.tboypod.com Build-A-Bear is having its best year ever, despite its friction-full buying experience — Because soft is security.Nearly 200 countries just pledged to “transition away from fossil fuels” to conclude the big UN climate conference — So why did Exxon Mobil’s stock rise? And Netflix just became the 1st streaming company to share all the data on what you’re watching — Their transparency is their competitive advantage (fyi, link to the spreadsheet below )Netflix’s 1st Viewership Report: https://assets.ctfassets.net/4cd45et68cgf/1HyknFM84ISQpeua6TjM7A/97a0a393098937a8f29c9d29c48dbfa8/What_We_Watched_A_Netflix_Engagement_Report_2023Jan-Jun.xlsx$BBW $NFLX $XOMSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/14/2023 • 20 minutes, 30 seconds
🤓 “Spreadsheet MVP” — Excel World Championships. Google’s App Store guilt. Hallmark’s movie monopoly.
The Hallmark Channel produced *40* new movies for this holiday season — And Hallmark’s movie biz has the greatest ROI in all of Hollywood.Google was just told by a jury that its App Store fees are illegal — And we calculated that Google’s App Taxes bring in more profits than all but 15 companies in America.And the Excel Spreadsheet Championships just ended in Las Vegas — So we’re looking at how Excel became the wheel of finance.$AAPL $GOOG $MSFT $LVMUYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
SmileDirectClub hit a $9B valuation by cutting out the dentalman… but it just shut down — The lesson? Some industries simply aren’t tech. And prob never will be.Pinterest uses data to predict next years trends, and they’re right 80% of the time — The 2024 predictions say we’re not waiting for milestones, we’re celebrating inch-stones.And Shohei Otani’s spot in the Dodgers lineup costs a record $700M — But the true value of Shohei Otani isn’t on the field, it’s in tourism. And Japan.$PINS $SDCCQSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/12/2023 • 23 minutes, 38 seconds
🍑 “Peach Fuzz of the Year” — Pantone’s color biz. SpaceX’s galactic valuation. Nuuly’s wardrobe test drive.
Pantone named Peach Fuzz the color of the year… for 2024 — So we’re looking at the strategy of PreTRENDing: If you predict a trend, does that make it more likely to become a trend?Elon Musk’s SpaceX just hit at a $175B valuation — So we’re looking at how America’s most valuable startup found a space with zero competition (literally).And Rent The Runway was just eclipsed by Urban Outfitters’ clothing rental brand: Nuuly — Because Nuuly turned an outfit test drive into its entire business.$DHR $SHW $RTR $TSLASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/11/2023 • 22 minutes, 33 seconds
📓 “Work Homework?” — The Take-Home Assignment job trend. GameStop’s Chief Stonk Officer. McDonald’s new CosMc Spinoff.
The newest restaurant chain in America is “CosMc,” a McDonald’s spin off — It’s taking on Starbucks… and it looks like McDonald’s cousin.GameStop just authorized their CEO to use company money to buy stocks — They turned their CEO into their Chief Investment Officer (and gave him a whole lotta cash).And the # of job applications with take-home assignments is up 87% since 2019 — More companies are making you work… before you start work.$GME $SBUX $MCDSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/8/2023 • 21 minutes, 2 seconds
👸 “T-Swift IPO” — Taylor’s Person of the Year. Red Lobster’s shrimp-tastrophy. COP28’s world-saving ratio.
Taylor Swift just became the 1st entertainer to win Time Magazine’s “Person of the Year” — So we’re looking at “T-Swift, Inc.” and why Taylor could IPO. Red Lobster offered endless shrimp for $20… and lost a ton of money because of it — So we jumped into the psychology of the Freebie.And the biggest climate conference of the year, COP28, just highlighted a critical number — We have the ratio that saves the world.$SWFT $ERAS $1989Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/7/2023 • 22 minutes, 58 seconds
😘“A Christmas RomCom(merce)” — Walmart’s original TV. Grand Theft Auto vs The Beatles. Millennials’ $500K desire.
Walmart has produced a 23-episode TV show for the holidays — But this Rom-Com is really Rom-Commerce, because every product on the set is for sale.Grand Theft Auto finally published the trailer for GTA 6 — But modern video games don’t make money, they collect taxes.And how much money do you need to be happy? Millennials say $500K/year… which is 3x more than any other generation — So we jumped in TBOY-style to find out why.$WMT $TTWOSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/6/2023 • 20 minutes, 57 seconds
🪩 “Mamma Mia, here we go again” — ABBA/KISS hologram concerts. Alaska’s Hawaiian airplane. Bitcoin’s mosquito rally.
**Merch Drop Alert**Get your holiday TBOY merch today at www.tboypod.com/shop (it’s our best drop yet).The band KISS is launching holograms of themselves to star in future concerts — But ABBA is already doing this… and it’s sold $150M worth of tickets already.Alaska Airlines is acquiring Hawaiian Airlines for $1.9B — To get to Hawaii, you’ll have to go through Alaska.And Bitcoin has surged 150% this year past $42k — Because after a crypto extinction event, Bitcoin is enjoying a “Mosquito Rally”.$BTC $ALK $HA $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/5/2023 • 21 minutes, 34 seconds
🍔🚧 “New Big Mac” — McDonald’s Big Renovation. Rover’s puppy sleepover. Charlie Munger’s greatest hits.
McDonald’s just announced 50 changes to the iconic Big Mac — It’s a huge risk… and it reminds us of a quote in an old Sicilian novel.Rover, the dog-walking app, was just acquired for a shocking $2.3B (that’s ½ a Lyft) — Because Rover pivoted to puppy sleepovers… and away from Mitt Romney.And one of the world’s greatest investors passed away at 99: Charlie Munger, the architect of Berkshire Hathaway — So we whipped up Charlie’s Greatest Hits.$MCD $QSR $BX $BRK.ASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/4/2023 • 22 minutes, 44 seconds
🚨🎙️🚨 “Our 1st LIVE Show” — Tesla’s Cybertruck delivery. Yelp’s accidental dating app. Mark Cuban’s Las Vegas playbook.
There’s a shocking new rival facing dating apps: Non-dating apps — Tinder, Match, and Bumble are out, Yelp, Strava, and Duolingo are in.After a 4-year wait, Tesla delivers the very first Cybertrucks today — But Tesla’s Cybertruck was designed like high fashion, not like a pickup truck. And Mark Cuban is selling the Mavericks… and quitting Shark Tank — Because Mark Cuban is whipping open “The Las Vegas Playbook” for Dallas.$TSLA $MTCH $BMBLSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/30/2023 • 28 minutes, 1 second
🦞 “The Lobsterman is an Influencer” — Blue Collar TikTok. Sports Illustrated’s faux-bot. Amazon’s palm-reader.
Tickets for tonight’s TBOY Live Show in San Francisco: https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147The newest Influncer trend? Blue Collar workers on TikTok — Because the more digital our lives, the more physical our desires.Sports Illustrated got caught publishing an article written by a fake journalist — So we whipped up Rule #47 for Artificial Intelligence: Robots are fine, Faux-bots aren’t.And Amazon’s newest product replaces building keycards with palm-scanners — Because Amazon’s builds the product first and finds the market second.$AMZN $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/29/2023 • 21 minutes, 35 seconds
📷😜 “My office feels like a hotel” — Rise of Envy Offices. Billie Eilish’s VC secret. Shopify’s holiday win.
Shopify won Black Friday and probably Cyber Monday too, even though you never saw them — Shopify shows the value and the drawbacks of white labeling.The new trend in the workplace is fabulous instagrammable offices — When HR strategies change, so do our office designs.And Indefy is the VC-like finance firm investing in emerging musicians — It’s the new biz model of music: It’s never been bigger, to be smaller.$SHOP $SPOTSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/28/2023 • 22 minutes, 28 seconds
🥡 “1st Ozempic Thanksgiving” — Weight Loss leftovers. BOGO’s cyber monday surprise. UNC’s field hockey winner.
This Thanksgiving you might have noticed the miracle weight loss drugs for the first time — So we looked at what a post-Ozempic world might look like.The most popular promo this Cyber Monday? Buy One Get One Free (BOGO) — But watch out for the terms and conditions on BOGO (they’re sneaky).And UNC just won the national championship in Field Hockey with a 23-year old coach — There’s a management lesson about experience we all need to know.$NVO $DPZ $SHAKSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Amazon is about to host Black Friday NFL football on Prime — This is the Holy Grail of American Capitalism.The most controversial dish at your Thanksgiving table? It’s cranberries, specifically canned cranberries — So we have to tell you about Ocean Spray’s wild (and surprisingly legal) cranberry monopoly.And the latest twist in the OpenAI drama? The coup has turned into a mutiny — 97% of OpenAI employees have threatened to quit, which reveals the real winner (Microsoft).$MSFT $AMZN $WMTSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Remember last week when Snoop Dogg announced he’d given up smoking? — Turns out it was a wild marketing move that just pumped one stock up 15%.1K acres of Napa wine country just sold for $400M — Because Chardonnay isn’t just a grape, it’s also an insurance policy.And there’s a strange trend this corporate earnings season: A drop in compliments — CEOs are getting fewer kudos, kindness, and compliments than ever right now.$NAPA $BF $DTC $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/21/2023 • 22 minutes, 11 seconds
🔥 “The Biggest Firing Since Steve Jobs” — Sam Altman’s shock firing. Red Bull’s F1 win. Old Navy’s resurrection.
OpenAI shockingly fired the man responsible for its $90B valuation: Sam Altman — But 48 hours later, it’s scrambling to rehire him, because AI requires real intelligence.The winner of the big Formula 1 race in Las Vegas wasn’t a car, it was a drink — Red Bull’s racing team turned a cost center into a profit center.And The Gap’s stock just had its best day in its entire history, jumping 30% on Friday — And it’s all thanks to Old Navy (and their new Barbie CEO).$MSFT $MNST $GPS $NFLXSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/20/2023 • 25 minutes, 27 seconds
Introducing Business Wars: Toys R US vs KB Toys
Business is war. Sometimes the prize is your wallet or your attention. Sometimes, it’s just the fun of beating the other guy. The outcome of these battles shape what we buy and how we live. Business Wars gives you the unauthorized, real story of what drives these companies and their leaders, inventors, investors and executives to new heights -- or to ruin. Their latest season, Business Wars: Toys R US vs KB Toys, goes deep into the rivalry between the two top brick-and-mortar toy sellers and an even greater threat: online retailers. Listen Now: Wondery.fm/IFD_BW Follow Business Wars on the Wondery app or wherever you get your podcasts. You can listen to Business Wars ad-free right now by joining Wondery Plus.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/18/2023 • 5 minutes, 53 seconds
📭 “The business of mail” — USPS’ $6.5B surprise. Amazon’s 1st car sale. TikTok’s TV show.
The US Post Office just revealed that it lost $6.5B this year — So we’re going to tell you the story, the history, and business model of the mail service… that we all own.For the 1st time ever, you can now buy cars on Amazon.com — Amazon will sell Hyundai cars, but only because Hyundai will put Amazon in its cars.And the creator of “Anchorman” just launched a TV show on TikTok — Because TikTok is now TVtok.$FDX $UPS $AMZNSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/17/2023 • 22 minutes, 23 seconds
🔎 “TV’s surprise #1 show” — NCIS’s Emmy-less glory. Starbucks’ Red Cup Rebellion. Wonder’s new food category.
The biggest show on TV? It’s crime drama NCIS — The $8B TV show doesn’t win awards, but it gets rewards.Today is Starbucks’ most profitable day of the year: “Red Cup Day” — But also today, Starbucks’ barista union is staging a “Red Cup Rebellion.”And the startup making the biggest moves so far this fall: It’s Marc Lore’s Wonder – Wonder has pioneered a new category in food, “Fast Fine Dining,” by taking a Gap Year.$PARA $WBD $SBUXSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/16/2023 • 22 minutes, 42 seconds
🎲 “SportsCenter Casino” — ESPN’s new betting app. De Beers’ diamond vault. Apple’s Google bribe.
ESPN launched its first sports betting app yesterday to crack the dominance of DraftKings and FanDuel — It just might work, media and tech can be teammates.Diamond prices have plummeted 40% this year, so De Beers it’s stockpiling them to prop up prices — Diamonds are forever… but they’re also not forever.Google just accidentally shared an embarrassing number: 36% — That’s the awkward cut Google pays Apple for any revenue made while you surf a Safari browser.$AAPL $GOOG $DIS $PANDYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/15/2023 • 20 minutes, 46 seconds
🌽 “Xi’s surprise Iowan fam” — China’s President’s Midwestern history. Chipotle’s new robo-veggie chain. Windfarm City’s cancellation.
China’s President Xi is visiting San Francisco this week to meet President Biden — But his old host family in Iowa from 1985 is the guest of honor, because deals are about relationships. The founder of Chipotle just launched a new vegetarian restaurant chain run by robots: Kernel — But behind the scenes, it’s really a hybrid (like everything else).New Jersey was going to build the biggest offshore wind farm in the US, but Windfarm City just got canceled — Because interest rates are kryptonite for long-term projects.We have a few more tickets to TBOY Live in San Francisco here: https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147$CMG $GESubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/14/2023 • 21 minutes, 54 seconds
🍫 “How KitKat won Japan” — KitKat’s Omiyage strategy. Humane’s iPhone killer. Hot Strike Summer’s sequel.
Tickets to TBOY Live in San Francisco here: https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147Why were $250K of Japanese KitKats just stolen? Because KitKat is a coveted collectible in Japan — KitKat makes over 300 unique flavors that you can only get in specific Japanese towns.Inspired by a Buddhist monk, Humane just unveiled its iPhone killer — Can this hands-free smart device be the post-phone future?And every strike we can think of is now over — But after Hot Strike Summer, comes the sequel: Jealous Job January.$HSY $NSRGY $AAPL $UPS $DISSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/13/2023 • 22 minutes, 24 seconds
💁♀️ “Gwyneth goes to Tarjay” — Goop’s hot pivot. Netflix’s LA movie theater. Cruise’s robotaxi brake.
Netflix spent $70M over 3-years to renovate the most historic movie theater in America — Because there’s corporate *philanthropy* and then there’s corporate *heroism*.Gwyneth Paltrow’s Goop is making a risky move: Launching in Target – She’s trying to stretch the brand from aspirational to accessible.And Cruise robotaxis, the self-driving startup owned by GM, just had its worst month yet — It’s not the mistake they made, it’s how they handled it.$NFLX $TGT $GMSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/10/2023 • 21 minutes, 50 seconds
🧝♀️ “Zelda does Hollywood” — Nintendo’s creativity hack. Peak Credit Cards debt. Stephen Colbert’s Google threat.
Following the success of the Mario movie, Nintendo confirmed it’s making a Zelda movie next — So we looked into how Mario scales creativity.Americans’ credit card debt just passed $1 Trillion — We explain why credit card debt is the worst kind of debt.And a random line on Stephen Colbert’s Late Show was actually a threat to Google — Because Gen Z doesn’t “google” for something, they “tiktok” it.$NTDOY $GOOG $AMEX $MC $VSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
WeWork, the company that invented the “hot desk,” has declared bankruptcy — Adam Neumann injured the WeWork, but the real estate market killed it.Shein pioneered ultra-fast fashion and now reportedly wants to IPO at a $90B valuation — To explain Shein’s fashion, we’re going to quote philosopher Friedrich Nietzsche.And the Great Resignation is over. Nobody is quitting anymore — Quiet Quitting has become Loud Lingering.$WE Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Noticed that holiday shopping promotions already replaced Halloween? “Christmas Creep” is happening earlier than ever — Because Early Bird shoppers are the most valuable kind.Bumble’s founder, Whitney Wolfe Herd, is stepping down as CEO — She’s the youngest ever woman to IPO a company… and she did it while defying a law of business.And Warren Buffett just shared one shocking number: $157 Billion — That’s how much cash he’s sitting on right now, because cash has gone from fool to cool.$BMBL $MTCH $BRK.A $TGT $WMTSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/7/2023 • 20 minutes, 42 seconds
🍂 “PSL won the fall” — Starbucks’ record quarter. Sam Bankman-Fried’s lesson. Clorox’s crippled quarter.
Starbucks’ surged 10% last week thanks to a Pumpkin Spice Latte-powered record quarter — But 20 years ago, the PSL’s creation almost didn’t happen.Sam Bankman-Fried is guilty of “one of the biggest financial crimes in history” — But we noticed the newest red flag in startups… is founder fashion.And a cyberattack on Clorox resulted in massive product shortages last quarter — Because cyberattacks have become like natural disasters.$SBUX $CLXSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/6/2023 • 21 minutes, 50 seconds
📷 “Would you pay $17 for Instagram?” — Insta’s ad-free subscription. Estée Lauder’s airport surprise. Six Flags’ fun-cquisition.
Meta just launched ad-free Instagram in Europe — But we think Zuck doesn’t want it to work because price ($17/mo) is a signal.Estée Lauder’s beauty stock just plummeted to its lowest level in 6 years — Because it turns out nearly ⅓ of its sales come from airports.And Six Flags just merged with Cedar Fair in an $8B theme park deal — But the real story isn’t the roller coasters, it’s the characters.$FUN $SIX $EL $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/3/2023 • 22 minutes, 22 seconds
🔌 “Premature Electrification” — The EV Speed Bump. Return of the iPod. Realtors’ $1.8B problem.
Electric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines.The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantly — Because nostalgia follows a 20-year life cycle.And The National Association of Realtors was just found guilty for fixing commissions at 6% — It’s an earthquake for the industry of 1.5M real estate agents.$Z $URBN $TSLA $GM $F $AAPLSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/2/2023 • 21 minutes, 11 seconds
🚦 “Elmo got a makeover” — Sesame Street’s new pivot. Target’s theft excuse. JetBlue’s vacation mistake.
Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast)Target has said all year long that it’s struggling because of 1 thing: Theft (aka “shrinkage”) — But we just got the data from a journalist’s investigation… and Target doesn’t want you to hear it.And JetBlue stock is about to hit an all-time low — Because when all you do is chase trends, you eventually run out of gas.$WBD $TGT $JBLUSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/1/2023 • 21 minutes, 3 seconds
🌽 “Disgusting… and delicious” — Candy Corn’s monopoly. Chevy’s final tagline. The White House’s AI.
The most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff.Chevrolet just unveiled their 7th advertising slogan in 70 years — But this could be Chevy’s final tagline.And The White House just signed an Executive Order on Artificial Intelligence — But Marc Andreessen disagrees with every word of it.$HSY $GMSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/31/2023 • 21 minutes, 10 seconds
🏡 “My landlord is a bot” – AI Landlord surge. Glossier’s Sephora pivot. Amazon’s drone army.
One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents.One year ago, Glossier made a big pivot: Going from direct-to-consumer to selling in Sephora stores — It’s how Glossier went from awareness to action.And Amazon won last week’s Big Tech earnings, but we have to talk about the real surprise: Amazon’s Droid Army — Amazon has 750K robots… and some of them now look like humans.$LVMUY $AMZNSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/30/2023 • 21 minutes, 3 seconds
⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.
The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making.Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investors don’t look backward, they look forward.And Ford finally reached a deal with the auto union — And it reveals the power of one negotiation tactic: “The Art of Anchoring”.$CELH $MAT $F $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/27/2023 • 19 minutes, 55 seconds
👑 “Why Microsoft will pass Apple” — A prediction for a new #1. DINKs’ financial win. TikTok’s Cardi B concert.
Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds.DINK (“Double-Income No Kids”) isn’t just a lifestyle, it’s an economic force — Federal Reserve data shows that DINKs have higher net worth than all other households.And TikTok is hosting a concert headlined by Cardi B — TikTok is building cultural capital to prevent a TikTok ban.$MSFT $AAPLSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/26/2023 • 21 minutes, 11 seconds
🤳 “The FOMO Lawsuit” — Meta sued by 41-states. Texas Roadhouse’ resurgence. Kristen Bell’s diaper dilemma.
41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” moment, and it’s because of FOMO.The fastest-growing restaurant in America is Texas Roadhouse — From Applebee’s to The Olive Garden, chain restaurants are enjoying a resurgence.And Kristen Bell & Dax Shephard’s diaper startup, Hello Bello, has filed for bankruptcy — Because there’s a dirty secret about the Direct-To–Consumer business model.$TXRH $DIN $DRI $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/25/2023 • 19 minutes, 54 seconds
🩲 “Skims for Hims” — Kim Kardashian’s growth hack. America’s unpopular debt solution. The NBA’s ticket surge.
Skims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will have to overcome.America’s budget deficit effectively doubled to $1.7 Trillion this past year — The solution to our debt problem is to make the unpopular… popular.And the NBA tips off tonight with a 60% surge in ticket sales, driven by foreign fans — So found the 3 reasons why basketball is more popular outside the US than on homecourt.$VSCO $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/24/2023 • 20 minutes, 43 seconds
🐽 “McRib of Wall Street” — The Stock market’s McRib correlation. ESPN’s secret subscription. Amex’s chirp vs churn.
Want to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correlation with Wall Street. For the 1st time ever, Disney just told us ESPN’s financial numbers — We reveal the $7-8/mo secret subscription that every American paid ESPN for years.And Amex just told us 2 things are true: customers are angrier than ever, yet profits are higher than ever — Because customers chirp, but they don’t churn.$SPY $MCD $AMEX $DISSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Spotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pay for, publicity is what you pray for.A report from the Fed confirms that average US household wealth grew 36% during the pandemic — One reason why? Americans own more stock than they ever have.And United Airlines says it’s (finally) invented the perfect way to board an airplane — So we gotta talk about a bad business bias: “Status Quo Bias.” $SPOT $UAL $SPYPlay today’s TBOY news quiz: go.tboypod.comSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/20/2023 • 22 minutes, 4 seconds
🧻 “Can you spare a fancy square?” — Charmin’s new TP. Netflix’s amusement store. George Clooney’s strike.
Netflix just reported earnings, but the real highlight is its newest product: Mini-Theme Parks — Netflix is selling $1,600 wedding dresses to keep you subscribed.Charmin just announced new toilet paper after 100 years of sameness — Finally innovation for TP: it’s the biggest whitespace in business.And the Hollywood Actors’ Strike has gotten so bad, they’re calling in George Clooney — But the biggest impact of the Actor’s Strike is on the blue collar crew.$NFLX $PG $DISSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/19/2023 • 19 minutes, 1 second
🥇🎒 “The #1 school in America” — The Pentagon’s surprise school. DoorDash’s video-gamer strategy. Goldman’s Apple mistake.
DoorDash just confirmed that ⅓ of their customers play video games for an hour or more per day — So they changed their entire marketing strategy.Goldman Sachs just admitted its biggest mistake: The Apple Card — Because Goldman got blinded by the brand.And the #1 school system in America? It’s run by the Pentagon — Military children get the best education in the country because it pays teachers double.$GS $AAPL $DASHSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/18/2023 • 19 minutes, 15 seconds
🌃 “Saturday Night Thrive” — SNL’s YouTubification. Tesla’s 1st ad. The New Party Economy.
Saturday Night Live just began its 49th season on TV, but it’s not a TV show anymore — SNL is a YouTube show.Tesla is facing pressure to do one thing it’s never done before — pay for a Tesla advertisement.And we just got 2 conflicting stats: More people than ever are having dinner at 5pm… and partying after 11pm — It’s the New Party Economy.$CMCSA $TSLA $MCSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/17/2023 • 20 minutes, 27 seconds
🎃 “Halloween Inc.” — Spirit Halloween’s zombie retail. Microsoft’s house of brands. Costco’s Kirkland clothing.
Odds are you’re getting a costume from Spirit Halloween this week, at one of their 1,400 seasonal locations — But Spirit’s real estate operation follows a strict 3-part calculation.Microsoft just completed its biggest acquisition ever: $69B for video games — Microsoft’s “house of brands” is 2nd in value only to Apple’s “branded house”. And Costco makes more money selling clothing than Lululemon or Ralph Lauren do — And it’s all because Costco’s co-founder believes prices can be like a drug.$COST $MSFT $TGTSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/16/2023 • 19 minutes, 46 seconds
🎊 “The end of sneaky fee fees” — California’s fee ban. Teens’ 5 fave products. Reebok’s Chief Shaq Officer.
You know that extra fee you’re stuck pay at the end when you’re buying concert tickets or a hotel room? California just banned them (starting in June) — Because time is money, a ban on fees saves us $1B.Reebok was huge in basketball when Shaq and Iverson played, so Reebok just hired them — Their corporate job? Influence the influencers.We just got the best survey there is on what teens spend their money on — So we found 5 surprising trends you need to know (spoiler: Buy New Balance, eat Goldfish, and never Venmo).$LIVE $NIKE $AMZN $SQSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/13/2023 • 22 minutes, 51 seconds
🍺🍸🥃 “The Triple Crown” — Mexico’s alcohol win. LinkedIn’s 250 newsies. Taylor Swift’s movie revolution.
This year, Mexican beer, liquor, and cocktails have all hit #1 in America – There are 3 reasons why, and one of them is storytelling (story-selling?).Every social media platform is leaving away from news right now, except for one: LinkedIn — Because LinkedIn has a team of 250 in-house journalists.And Taylor Swift’s concert movie hits theaters tomorrow, expected to be Top 10 opening weekend — It makes us think the future of movie theaters is not movies.$BUD $STZ $MSFT $AMCSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/12/2023 • 18 minutes, 49 seconds
👞👞👞 “You own 3.6 pairs of Birks” — Birkenstock’s IPO day. Roku’s MoneyBall strategy. The most generous billionaire ever.
249-year old Birkenstock goes public today with an IPO — And if “The Lindy Effect” applies, Birkenstock will live *another* 249 years.Roku’s new streaming strategy: Buy leftover TV shows — We call it The Moneyball Strategy: find value in things others don’t.And Billionaire Charles Feeney invented the Duty-Free Store — He passed away yesterday, but not before giving away his entire $8B fortune to charity.$BIRK $ROKU $DUFRYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/11/2023 • 20 minutes, 32 seconds
🇮🇱 🇵🇸 “From Blockade to Siege” — Gaza’s Economic War. The French Fry Index. Metropolis’ $1.7B parking lot.
After the surprise attack from Hamas, Israel is responding with punishing economics — It’s escalating its blockade on the Gaza Strip to a siege.The biggest potato company in America? It’s $13B Lamb & Weston, and its potato stock is at an all time high because we’re ordering more fries — Call it the French Fry index: The purest measurement of consumer confidence.And the biggest VC fundraise of the year is $1.7B for a parking lot — Metropolis is using billions to techify 3,300 parking garages (just 1 problem: But garage owners).$LW $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/10/2023 • 21 minutes, 3 seconds
🛞 “Restaurants sell Tires” — Michelin’s Guide’s wild history. Meta’s AI celebs. ExxonMobil’s OPEC-killer.
The Michelin Guide is expanding from restaurants to hotels — This tire company (Michilin) getting into travel guides is one of the great stories of marketing history. To make AI happen, Meta launched 26 celebrity-based chatbots who look and interact like real people — Zuck paid the celebs millions, proving that AI fortunes favor the huge.And ExxonMobil is reportedly planning its biggest acquisition since… Exxon acquired Mobil — The $60B deal would make ExxonMobil the 4th biggest oil-producing (country) on Earth. $MGDDY $XOM $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/9/2023 • 22 minutes, 8 seconds
🥤 “Huge Millennial Water Bottle” — Stanley’s tumbler surge. The Ozempic Effect. Shrek’s music stock.
The #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “minnovation”.Ozempic is already being used by a shocking number of people — It’s not just a weight loss drug. It’s changing the entire economy.And you can now buy stock in Shrek (literally the music from the movie Shrek) — It’s financial memorabilia for which we’re happy to pay an emotional premium.$NVO $HPGSFPlay our weekly news quiz: go.tboypod.comSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/6/2023 • 22 minutes, 1 second
🤖🏃🏻 “AI Forrest Gump” — Tom Hanks’ deepfake drama. World Cup’s 2030 dictator decision. Airbnb’s Pre-Apology Tour.
FIFA just announced the 2030 World Cup hosts… sorry 6 different countries as co-hosts — Because sports has a Dictator Problem.Airbnb is facing more challenges right now than it ever has – So Airbnb’s going on a Pre-Apology Tour.And Tom Hanks just went on Instagram to warn you: The Tom Hanks video you’re seeing isn’t really him — Artificial Intelligence had its Tom Hanks moment.$ABNB $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/5/2023 • 20 minutes, 32 seconds
💰 “Geniuses are eccentric. So are frauds” — SBF’s trial begins. Mean Girls on TikTok. Millennials’ financial win.
Sam Bankman-Fried’s criminal trial just kicked off with some wild details ($55M for Tom Brady to work 20 hours?) — But we noticed some similarities between geniuses and frauds.You can now watch the entire “Mean Girls” movie… via 23 TikTok posts — It’s a prime example of how we prefer snacking on content.And everyone rips on Millennials for being financially behind previous generations — But Millennials are ahead on retirement savings, thanks to the “auto-401k”.$PARA $BTC $ETHSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/4/2023 • 20 minutes, 50 seconds
🧸 “Toy-vasion” — Toys ‘R’ Us’ land-air-sea plans. Covid’s Nobel Prize. Sphere’s U2 concert.
Toys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, it’s also a mindset.The Nobel Prize was awarded to 2 scientists who invented the mRNA platform — But the surprise winner of the COVID vaccine is UPenn.And the Sphere in Las Vegas just hosted its 1st concert, so the stock popped 15% — This 8th wonder of the world highlights a new phenomenon: “Second-Screening.”$SPHR $AMC $MRNA $PFESubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/3/2023 • 19 minutes, 42 seconds
🍽️ “Death of a Meal Kit” — Blue Apron’s autopsy. The Stock Market’s sad September. Porsche’s 1st apartment.
Blue Apron was sold to Wonder for $100M — The problem? That’s 95% lower than the mealkit compay’s peak valuation. We found out why.The S&P 500 fell by 5% in September — We found the quintuple whammy of economic worries that explain it.And luxury car brands are moving from car sales to condo sales — Because the cure for a commodity is a brand.$APRN $SPY $DRPRY $VWAPY $AMLSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ask Nick & Jack (almost) anything with this form. The newest and fastest-selling product at Costco? 1 oz gold bars — Because gold is the financial emergency survival kit for money.Microsoft is hiring for a surprising new role — Microsoft needs someone to build its own nuclear power plant. And Levi’s outgoing CEO has one major regret: He wishes he’d fired *more* people — Because you should “fire fast and hire slow.”Sponsor link:Mudwtr.com/TBOY$GOLD $COST $LEVI $MSFT Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/29/2023 • 21 minutes
💿 “The Last DVD” — Netflix’s brilliant self-disruption. The Electric Cars election. ChatGPT’s physical “chatpod”.
Tomorrow is the last day you can order a DVD from Netflix — For 10 years Netflix was just DVDs, then it made a brilliant pivot… by putting the DVD people in another building.Detroit is known for making cars, but now for politics too — Because in 2024, EVs are on the ballot.And ChatGPT is talking to the designer of the iPhone to make a physical thing — Pretty soon, you may be chatting to a “chatpod”.Sponsor link:Mudwtr.com/TBOY$NFLX $AAPL $TSLA $GM $FSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/28/2023 • 21 minutes, 15 seconds
🤸♀️ “Grandpa wears Lulu” — Lululemon’s multi-generational strategy. Amazon’s monopoly lawsuit. Yelp’s hall of shame.
The surprise reason Lululemon enjoys consistent 20% growth every quarter? Cause it’s selling to moms and daughters *and* grandmas — Because Lulu prioritizes function over fashion.Amazon was just sued by the FTC and 17 states for running an illegal monopoly — But the biggest challenge to this lawsuit… is the law.Yelp is cracking down on what we’re calling “faux-star reviews” — It’s a fake review Hall of Shame.Sponsor link:Mudwtr.com/TBOY$LULU $YELP $AMZNSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Hasbro’s Nerf brand was essential to our childhood, so it’s opening its 1st ever Nerf theme park — Because great brands are like a rubberband… they can strettttch.The writers have reached a tentative deal with Hollywood (spoiler: Sources say it’s fantastic for the writers) — Now the other strikers will pull a Meg Ryan and ask “I’ll have what she’s having.”And Spotify just launched a feature that translates podcast hosts into different languages — It can translate words, but can it translate chemistry?Sponsor link: Hatch.co/TBOYMudwtr.com/TBOY$HAS $SPOT $DIS $NFLXSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/26/2023 • 21 minutes, 11 seconds
🎙️🎙️“TBOY signs with Wondery” — Return of the TV Rerun. Deion’s $5M sunglasses. Snapchat’s surprise+.
Since the writers’ strike began, you’ve been watching reruns (Suits, Seinfeld, and Wheel of Fortune) — the Hollywood Strike has been bad for TV, but great for everything else. How did Snapchat hit 5M paying subscribers? It’s because Snapchat is like a telephone — and every other social media is like a phonebook.And Deion Sanders just caused one sunglass startup to experience a $5M sales surge — Because the best PR is personal.Sponsor link: This episode is sponsored by Betterhelp.Betterhelp.com/TBOYMudwtr.com/TBOY$NFLX $SNAPSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Elon’s musk’s most secretive startup (Neuralink) is moving to human trials — It’s connecting humans to computers to save the world from robots. The most influential media mogul of his era, Rupert Murdoch, is retiring from Fox News, News Corp, and more — It’s Succession, but in real life.And Walmart is adding vet clinics to its stores — Because Walmart’s done trying to be like Amazon.$WMT $AMZN $NWSA $TSLASponsor link: drinkag1.com/tboySubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/22/2023 • 21 minutes, 10 seconds
🧑🎤 “Why has music gotten shorter?” — Spotify’s algo-music. Renting homes beats buying. Dollar General’s worst job ever.
No, you’re not crazy. Songs are getting shorter — Because artists aren’t writing music for fans, they’re writing for Spotify’s algorithm.The Fed thinks interest rates will stay high through the end of 2024 — Which is why renting is the clear winner right now.Dollar General is the biggest retail chain in America with more stores than Walmart and McDonald’s combined — But Dollar General also has the worst job in America.Sponsor link: drinkag1.com/tboy$SPOT $DGSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Natural Cycles just got FDA approval for hands-free birth control — Simply by wearing an Apple Watch, this app tells you when you’re fertile.Disney is struuuuggling right now, so it’s splurging $60B on its most profitable business: theme parks — We call it “The Mickenomic Stimulus Plan.”And Elon just said he will require all users to pay a small monthly subscription to use X (aka Twitter) — That’d make it the first major social network behind a paywall.Sponsor link: drinkag1.com/tboy$AAPL $DIS $NFLX Subscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Instacart is the rare tech company IPO’ing with a profit — Because Instacart has pivoted from Silicon Valley to Madison Avenue.Twelve years ago, San Francisco gave every Kindergartner a college savings account — It’s not an investment, it’s a manifestement. And the UAW auto workers strike has 1 big demand: A 40% raise — So we did the math on whether a 40% raise is reasonable or not.Sponsor link: drinkag1.com/tboy$CART $F $GM $TSLASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The unspoken trend in Millennial weddings right now? Prenups — The prenuptial agreement has gone from taboo topic to financial fun.Jets QB Aaron Rodgers is out for the season… thanks to artificial turf — So we’re looking at why NFL owners are in love with fake grass.And Salesforce has a new strategy: Boomerangs — The software company is re-hiring 3,000 people… who they already fired. Sponsor link: drinkag1.com/tboy$CRM $TTC $LZSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Take the weekly news quiz: Go.tboypod.comSubscribe to the daily newsletter: tboypod.com/newsletter- MGM has been hacked so badly that the hotel keys cards don’t work — We think the solution to ransomware attacks is “The Liam Neeson Doctrine.”- The biggest IPO on Wall Street in 2 years is Arm computer chips — The stock surged 25% to a $60B valuation because its computer chips are the coolest in the world. (Literally).- And the largest chain of British pubs is launching Surge Pricing for Beer — So we’re looking at the economics of Happy Hour.Sponsor link: Mudwtr.com/TBOY$ARM $NVDA $AAPL $CZR $MGMSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/15/2023 • 22 minutes, 1 second
🙋🛠️ “Uber built my house” — Uber’s secret taskrabbit. Detroit’s car strike . Coca-Cola’s AI soda.
Code in Uber’s app reveals their secret next product: Uber Chores — It’s Uber’s chance to respect thy elders. The union repping 146K autoworkers goes on strike tonight — It’s GM, Ford, and Chysler, but Tesla’s the elephant in the room. And Coca-Cola just unveiled the first ever soda formulated by Artificial Intelligence — And we found a connection between AI soda, Goldfish Crackers, and our podcast.Sponsor link: Mudwtr.com/TBOY$UBER $KO $GM $F $TSLA $STLASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apple unveiled the new iPhone 15 — But the real story isn’t the phone, it’s the beginning of the end of dongles.Beyonce asked all her fans to wear silver to her concerts — And that surprisingly boosted one business: Etsy.And there’s a strange phenomenon in the workplace when you get promoted: You proceed to quit — We call it “The Promotion Paradox.”Sponsor link: Mudwtr.com/TBOY$ETSY $AAPL $GOOGSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/13/2023 • 20 minutes, 3 seconds
🧠 “The Genius Ingredient” — Elon’s biography takeaway. Twinkies’ snack sale. Google’s antitrust megatrial.
Walter Isaacson’s biography on Elon Musk arrives today, so we jumped in for you — And we found the common ingredient among geniuses like Elon, Einstein, Leonardo Da Vinci, and Steve Jobs: Curiosity.Twinkies’ parent Hostess is being acquired for $5.6B by Smuckers — Because the most important meal for Wall Street is snacks.A once every 25 years antitrust megatrial begins today against Google — But the biggest risk to Google isn’t losing the case. It’s losing its competitive mindset.Sponsor link: Mudwtr.com/TBOY$TWNK $SJM $TSLA $GOOGSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chobani, the yogurt co, just hired a writer… with a $300K salary — The internet thought that pay was outrageous, we’ll tell you why it’s not.Adidas earnings had a hole blown out by Kanye’s Yeezy debacle — Adidas' solution is the Samba (it’s not jus a shoe, it’s a lifestyle).And a top-performing stock this year? It’s Carvana, up 1,000% since May — Because Wall Street believes in forgiveness.Sponsor link: Betterhelp.com/TBOYMudwtr.com/TBOY$CVNA $ADDYYToday’s show is sponsored by BetterHelpSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apple stock just lost $210B in value in just 2 days — Because China found an iPhone replacement.Ikea just confirmed that their loopy maze-like store layout is both loved and lucrative — And there’s a psychological reason why.And SkinnyDipped just raised capital from a dozen celebs for its chocolate-covered snacks — Because they’re doing nothing innovative (and that’s exactly the point).Sponsor link: Instacart.com/TBOYDrinkag1.com/TBOYSundaysForDogs.com/TBOY$AAPL $TGT $GISSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/8/2023 • 22 minutes, 48 seconds
💍 “The Ring Price Plummet” — Diamonds’ lab-grown disruption. YouTube’s Millennials vs Gen Z. Polestar’s electric car smartphone.
Diamond prices have plummeted by 40% this year — Because there’s a 30% chance your engagement ring was grown in a lab.YouTube is going through an existential crisis right now as YouTube Shorts surges — Gen Z YouTube is killing Millennial YouTube.And Polestar, the electric car co, is launching a phone — Because the smartphone is the Holy Grail of Tech, but it’s littered with failures.Sponsor link: MeetFabric.com/TBOYSundaysForDogs.com/TBOYdrinkag1.com/TBOY$GOOG $PSNYW $TSLASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Taylor Swift is turning her concert into a movie and it already broke a pre-sale ticket record — But every medium requires a different methodology.Airbnb was just effectively banned in NYC — We’ll tell you why New York is enforcing its Anti-Airbnb position.And credit card companies are about to raise a secret fee charged every time you swipe — Technically the stores pay it, but in reality we all do: So we call it the “Swipe Tax.”Sponsor link: Hatch.co/TBOYDrinkag1.com/TBOYSundaysForDogs.com/TBOY$AMEX $MC $V $ABNB $AMCSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/6/2023 • 23 minutes, 3 seconds
🦬 “Prime Time in Colorado” — Deion’s winning strategy. Burger King’s Whopper lie. The Autumn of IPOs.
Football & baseball legend Deion Sanders is turning around one college football team — And his coaching style is really a business lesson.Burger King has been sued for its (allegedly) shrinking Whopper — The big trend in Fast Food right now isn’t Pumpkin Spice, it’s False Advertising.And the stock market theme of this fall? It’s the Return of the IPO — Instacart, Arm, and more are bringing back IPO’s this autumn.Sponsor link: MeetFabric.com/TBOYSundaysForDogs.com/TBOYdrinkag1.com/TBOY$RSTRF $CART $GM $DISSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9/5/2023 • 23 minutes, 27 seconds
BONUS 🎤🎤 “What makes TBOY tick” — Nick & Jack get interviewed by AdWeek.
In May, we jumped on the mics for an interview on Adweek’s podcast, Young Influentials.
In this 30 minute episode, you’ll jump-in TBOY-style… to The Best One Yet.
- When we met in a freshman year dorm.
- How we spun out TBOY from Robinhood Snacks, and how we rebranded.
- How we create this podcast everyday.
- Why we launched a newsletter, The Best Newsletter Yet.
- But also why we plan to host this pod for another 40 years together.
Yetis, we miss you and can’t wait to be back on the mics on Tuesday, September 5th. In the meantime, celebrate some wins.
(And click here to learn more about AdWeek’s “Young Influentials” podcast series, hosted by Colin Daniels).
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instacart.com/tboy
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We’re dropping something vacation-themed: The Best Books Yet. Here are 3 of our favorite pop-biz books we’re bringing to the beach — they contain incredible stories with insights we’ve weaved into Takeaways before. These are our 3 Beach Biz Reads:
Jack’s pick: “Creativity Inc.” — The founding of Pixar, the animation studio behind Toy Story. Creativity can be a one-off hit. But creativity at scale is what Pixar built.
Nick’s pick: “Bitter Brew: The Rise & Fall of Anheuser-Busch” — The history, strategies, and family drama behind Budweiser, decades before the latest issues. It’s Succession, but real life. And it ended horribly.
The 3rd book is one we’re about to read: “The Bezos Blueprint” — Communications Secrets from the greatest Salesman.
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instacart.com/tboy
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It’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya:
There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better. Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3. And Tipping has reached a tipping point and we found the culprit: Toast — Toast’s payments tablets have turned “Tip Creep” into “Tip Fatigue” and now a “Tip Turnaround.”
Subscribe to the TBOY Newsletter at tboypod.com/newsletter.
File a claim for the Facebook privacy settlement here: https://facebookuserprivacysettlement.com/#submit-claim
Sponsor link:
instacart.com/tboy
drinkAG1.com/TBOY
sundaysfordogs.com/TBOY
$SKX $NKE $ADDYY $TOST $UL
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8/18/2023 • 24 minutes, 31 seconds
📉 “Another Big Short” — Michael Burry’s Voldemort bet. TJ Maxx’s all-time high. Fogo de Chao’s group dinner.
Brazilian steakhouse Fogo de Chao just sold for $1B – We found out how it makes twice as much money per restaurant as The Olive Garden. TJ Maxx stock just hit an all-time high and is now worth $100B — Because TJ’s hand-me-down strategy is paying off. And back in 2008, legendary investor Michael Burry (from “The Big Short”) made a billion-dollar bet against the housing market, and he was right — He just made another, even bigger, Big Short.
Sponsor link:
meetfabric.com/TBOY
sundaysfordogs.com/TBOY
drinkAG1.com/TBOY
$DRI $TJX $TGT $SPY
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8/17/2023 • 22 minutes, 50 seconds
🪓 “I just bought a baseball team nbd” — Atlanta Braves’ stock. Crocs’ collab economy. China’s no-bad-news policy.
The Atlanta Braves just became the first publicly-traded baseball stock — So we jumped into their roster… which is their earnings report. Ever heard of a Croc-Tart? It’s a Crocs and Pop-Tart collab — Because collabs are affordable noise. And China just canceled its Youth Unemployment Report — Because 2023 China is starting to look like 1993 Japan.
Sponsor link:
rocketmoney.com/TBOY
sundaysfordogs.com/TBOY
drinkAG1.com/TBOY
$CROX $K $BATRA
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8/16/2023 • 22 minutes
🤑 “Girl Math & Guy Math” — Girl Math’s financial savvy. Dunkin’s spiked coffee. UPS’ $170k salaries.
TikTok trend with 40M views? #GirlMath — So we’re looking at Girl Math, Guy Math, and the financial savviness hidden in those videos. Dunkin’s just launched spiked iced coffee in a can even though two alcohol companies already tried that and failed — So we found the one reason why Dunkin’ may work. And searches for UPS truck driver jobs are up 50% since the CEO announced $170K salaries – Now we think UPS needs to wear that shirt, not let the shirt wear it.
Sponsor link:
meetfabric.com/TBOY
sundaysfordogs.com/TBOY
drinkAG1.com/TBOY
$UPS $FDX $TAP
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8/15/2023 • 22 minutes, 31 seconds
📚 “Pimp My Dorm” — University spending splurge. Target’s Starbucks bet. Brightline’s Olympics train.
The WSJ examined 20 years of collegiate (over)spending — but the buck stops with the boards. Target added Starbucks to curbside pickup at 1,700 locations — turning a weekly shopping habit into a daily coffee habit. And Brightline, the first private Amtrak competitor, is breaking ground on rails from LA to Vegas — and it didn’t set a deadline, it set a finish line.
Sponsor link:
BetterHelp: TBOY is sponsored by BetterHelp — betterhelp.com/tboy
sundaysfordogs.com/tboy
drinkAG1.com/TBOY
$TGT $SBUX
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8/14/2023 • 22 minutes, 43 seconds
🚕 “End Surge Pricing” — Lyft’s anti-surge pivot. Michael Kors’ Team USA. Disney’s subscription math.
Lyft is trying to end Surge Pricing — But for every business Yin there is a business Yang. Coach is buying Michael Kors for $8.5B — But it’s really about American fashion vs European fashion. And Disney just jacked up the price of Disney+ by 27% — So we whipped up a new thing… Subscription Arithmetic.
Sponsor Link:
drinkLMNT.com/tboy
mudwtr.com/tboy
Rocketmoney.com/tboy
$LYFT $UBER $CPRI $TPR $DIS
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Dave Portnoy sold Barstool Sports to a gambling company for $550M, but just allegedly got it back for free — Because pirates don’t wear ties. WeWork just warned Wall Street that it might go bankrupt — So we did the math, and WeWork is actually worth $0. And Tilray, the $2B cannabis giant, just randomly bought 8 has-been beer brands from Budweiser — Shocktoberfest came early because weed legalization is late.
Sponsor link:
rocketmoney.com/tboy
mudwtr.com/tboy
drinkLMNT.com/tboy
$WE $PENN $TLRY $BUD $UL
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8/10/2023 • 21 minutes, 51 seconds
💊 “The Miracle Drug*” — Wegovy weight loss surprise. MrBeast’s $100M burger lawsuit. Wind Turbines’ falling fiasco.
The maker of trending weight loss drug Wegovy just discovered it reduces heart disease too — It’s a miracle drug, but only if your insurance approves it. MrBeast isn’t just the biggest YouTuber on earth, he also runs a $100M fast food chain — But he just got sued for $100M because of an “inedible” burger. And Siemens powers 1/6th of all electricity on earth, but there’s one problem with its wind turbines — They keep falling over (and they’re the size of the Statue of Liberty).
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8/9/2023 • 22 minutes, 7 seconds
🏈 “The Mac-12 Conference” — Apple + Pac-12 = Mac-12. Zoom’s anti-zoom policy. Warren Buffett’s best quarter yet
The legendary Pac-12 college athletic conference is on the verge of collapse, so we have a crazy solution to propose – Partner with Apple to turn the “Pac-12” into the “Mac-12.” Zoom just announced the most ironic news of the year — Zoom is bringing employees back to the office because Hybrid Work ate Remote Work. And Warren Buffett is 92 years old, but just delivered the best financial quarter of his life — And we also discovered his favorite child: Geico.
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8/8/2023 • 22 minutes, 54 seconds
💋 “The Duchess of Dupes” — Elf Beauty’s dupe dominance. Airlines domestic discount. Robo-taxi’s baseball play.
Elf Beauty is a top 10 stock of the past 5 years — Because Elf has legitimized the Dupe. There’s 1 part of travel that’s actually cheaper right now: Domestic Flights — Thanks to a surge in travel to Europe, JetBlue and Southwest have put US travel on the sale rack. And Cruise is the 1st self-driving car to sponsor a professional sports team (the SF Giants) — Because emerging innovations need mainstream moments.
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8/7/2023 • 22 minutes, 2 seconds
🛒🐠 “Whole Foods lost my seabass” — Amazon’s Achilles Heel. The Recession’s been canceled. Starbucks’ Chinese mission.
Amazon just announced stellar earnings, sending the stock to a 1-year high — But Amazon’s Achilles Heel is your grocery order. Bank of America will stop saying “Recession” because the economy is far from it — But certain parts of the economy can still feel recession-ish. And Starbucks’ biggest growth market is China… which is a tea country — So Starbucks turned into a caffeine missionary, converting anyone from matcha to espresso.
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8/4/2023 • 22 minutes, 36 seconds
🥱 “I dream of Pikachu” — Pokemon Sleep’s Humblebrag. KFC’s nugget nuance. The Strip Mall’s real estate resurgence.
Pokemon Sleep is soaring to the top of the App Store by gamifying your slumber — But its growth hack is the humblebrag.
KFC sales surged 19% last quarter thanks to the debut of their chicken nugget — But we noticed chicken’s been eating beef for 50 years.
And Strip Malls were once the armpit of American retail, but now are the #1 play in commercial real estate — Because some things are just un-amazonable.
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8/3/2023 • 19 minutes, 44 seconds
🩴 “Stilettos or Furkenstocks?” — Birkenstocks’ comfy IPO. Bed Bath & Beyond’s resurrection. Big Oil’s electric slide.
Birkenstock just enjoyed a Barbie bump and is reportedly planning to IPO as soon as September — Because Birkenstock is a Cinderella story… literally.
Big Oil is quietly making a major pivot — From oil to EVs (meet the new boss, same as the old boss).
And Bed Bath & Beyond has been resurrected — Overstock.com just relaunched Bed Bath & Beyond thanks to a trick we call “Brand Arbitrage.”
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8/2/2023 • 21 minutes, 4 seconds
☄️ “Real Housewives of Pluto” — NASA+ streaming. Jeep’s bummer summer. SoFi’s Jon Snow CEO.
NASA is joining the streaming wars with NASA+ — Because to win wallets & dimes, you’ve first got to win hearts & minds.
Jeep sales have dropped for 8-straight quarters — Because what SUV to buy is a zero sum game.
And the top-performing FinTech stock of the year so far? It’s SoFi — Because SoFi’s CEO is Jon Snow.
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8/1/2023 • 21 minutes, 32 seconds
🗞️🚨 "We launched a newsletter" — Hot vs. Cold Coffee. Threads’ zucking playbook. White Paint’s climate solution.
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Maxwell House coffee just unveiled instant iced latte technology — Because Iced Coffee is 75% of coffee ordered away from home, but only 7% at home. Meta’s Threads was the fastest app ever to hit 100M downloads as it took on Twitter — But we just got the numbers on how things have gone since (not well). And this July has been the hottest month ever recorded, by far — One solution to climate change may actually be the whitest white paint ever created (but only if it’s profitable).
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7/31/2023 • 19 minutes, 37 seconds
💁♀️ “The Year of the She-conomy” — Barbie, T-Swift, USWNT. McDonald’s new restaurant. TikTok’s triple-zucking.
The defining moments for the economy so far this year are all feminine — We found the 3 reasons the “economy” is actually the “She-conomy.”
McDonald’s stock is at an all-time high, thanks to Grimace — Aaaand it’s launching a new restaurant chain.
And TikTok isn’t banned, so it’s going on the offensive — by copying Amazon, Spotify, and Twitter all in one month.
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7/28/2023 • 21 minutes, 53 seconds
👼 “The Mechanical Mary Poppins” — Snoo’s bassinet lesson. Big Tech’s new map app. The Fed’s Smokey The Bear strategy.
The Snoo is selling $100M of smart baby bassinets every year — But this baby startup borrowed a lesson from BMW. Google Maps and Apple Maps are a navigation duopoly — But Amazon, Meta, and Microsoft just teamed up for a 3rd map app. The Fed just raised interest rates to their highest level in 22 years — Because the Fed’s thinking like Smokey Bear.
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7/27/2023 • 22 minutes, 3 seconds
👁️ “How we’ll pay ourselves when bots take over” —WorldCoin’s eye-scanner. Spotify’s loser user. UPS’ year of the strike.
Spotify’s just announced its best user growth ever, but the stock fall 14% — Because sometimes a user can be a loser.
UPS just reached an agreement with the workers’ union, it won’t go on strike — But 2023 is still the “Year of the Strike.”
And Sam Altman’s WorldCoin just launched the craziest crypto we’ve seen — Scan your eyeballs into a crypto orb to save the world from AI robots.
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Barbie & Oppenheimer enjoyed the 4th best Box Office weekend ever — Because “Barbenheimer” reveals the power of the Positive Sum Game. Elon just erased Twitter from Twitter, it’s now called “X” — Because when you make a mistake, you X it out… literally. And the hottest-selling personal care product right now? It’s deodorant (because it’s hot) — Deodorant is taking more body share (anyone else swiping their thighs?).
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7/25/2023 • 21 minutes, 55 seconds
🍹 “National Tequila Day” — Celebs do Tequila. Chase does Lounges. And Amazon does Space.
Is it just us, or does every celebrity have their own tequila brand — But when you drink a celebrity liquor, you’re drinking hip hop history. Amex Platinum *was* the only credit card with its own lounge, until now — Chase launched one, because vanity is the most seductive sin. And Amazon just bought an old NASA facility in Florida to build the other AWS — Amazon Web Satellites, because Amazon thinks 20 years ahead.
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7/24/2023 • 20 minutes, 35 seconds
🩷 “Barbie, born in 1959” — Barbie’s disruptive history. Netflix’s strike advantage. RIP Starter Homes.
Everyone’s talking about the Barbie movie, but we want to talk about the Barbie doll — Because Barbie isn’t just a doll, she was an early disruptor.
Zillennial 1st-time homebuyers aren’t buying “Starter Homes,” they’re buying “Forever Homes” — The solution to our housing problem is “build baby build”.
And Netflix is the best-positioned entertainment company to weather the Writers’ and Actors’ Strike — Because Netflix gave consumers more, but Hollywood less.
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“Oppenheimer” debuts tonight on IMAX, so we’re looking at IMAX’s business model — Because it’s a case study flexibility.
Kim Kardashian’s shapewear brand hit a $4B valuation and wants to IPO — Because Skims filled the Victoria’s Secret vacuum.
And Microsoft finally priced the Office AI assistant that you’ll be using soon — And that’s why Microsoft’s stock just hit an all-time high.
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7/20/2023 • 20 minutes, 9 seconds
🙋♀️ “Soccer’s growth story” — Women’s World Cup $$$. Buses are back. AT&T’s lead empire.
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’s tournament is a value stock.
AT&T shares just fell to their lowest level in 30 years on a WSJ investigation into its lead cables — But the real problem for AT&T is its failed empire.
And the new “it” mode of transportation this summer? It’s the bus — The bus industry is surging thanks to a quote from Napoleon.
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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 to get America loving soccer.
Allbirds’ latest shoe is the most sustainable ever (net zero carbon) — But does it violate Allbirds’ very own rule on weirdness?
And we’ve got a shortage of Accountants in America that’s affecting Wall Street — If you know an Accountant, hug them. Then give them a raise. And send them this pod.
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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 valuable company time, so they created a meeting cost calculator — Because your 3-person meeting cost $672.
Opill is the first FDA-approved birth control pill — But it’s not just a medication, it’s an economic booster too.
Arizona is on pace for 18 straight days over 110 degrees — And the Air Conditioner industry has become the duct tape of Climate Change.
$SHOP $GENE $CARR $PRGO
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7/17/2023 • 20 minutes, 52 seconds
🌭 “Peak Weiner” — Hot Dogs’ summer. Hollywood’s actor strike. Delta’s international vacay.
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 joined the writers — but we’ve seen this movie before. When new viewing tech arrives, we need new rules on who gets paid.
And Delta Airlines’ quarterly earnings confirm our hypothesis from earlier in the week — Americans are choosing Mykonos over the Magic Kingdom.
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7/14/2023 • 20 minutes, 42 seconds
⚰️ “The greatest gift you can give” — Aretha Franklin’s will. Inflation’s best one yet. Domino’s delivery pivot.
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 Inflation report in years — And when you look at the data, the US is the clear #1. And Aretha Franklin passed away 5 years ago, but her will has been stuck in a couch since then — The greatest gift you can give your family is planning for death.
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7/13/2023 • 21 minutes, 24 seconds
🎢 “Less Epcot, more Amalfi” — Disney’s emptiest rides. Kura Sushi’s surge. She-cession’s finale.
“Disney World Hasn’t Felt This Empty in Years” — That’s the headline right now for Disney, because Americans are getting their passports stamped. Kura Sushi is the Japanese-American stock sensation of 2023 — Because the #1 craving of investors this year is restaurant stocks. And the She-cession is officially over — After a Pandemic drop, the percentage of the women in the American workforce just hit an all-time high.
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______________________________
0:00 - Intro
1:01 - McDonalds Wedding
3:02 - Disney World is Empty
6:58 - Kura Sushi
13:24 - She-Cession
16:53 - Takeaways
18:20 - Best Fact yet
19:46 - Shoutouts
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7/12/2023 • 21 minutes
🧃 “Four Loko 2.0” — Prime Energy drink’s trouble. Amazon’s tiny treats. Threads’ greatest weakness.
YouTubers Logan Paul and KSI launched an energy drink that’s now the target of Congress — because minor customers can lead to major problems. Amazon Prime Day starts today, but it’s not just Amazon — all of retail is celebrating the made-up holiday because we’re all craving tiny treats. And Zuck just announced that Threads is the fastest-ever app to hit 100M downloads — but Threads’ greatest weakness is Twitter’s greatest strength.
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7/11/2023 • 21 minutes, 27 seconds
🌐 “The Las Vegas Sphere?” — Sphere’s real reality. China’s tit-for-tatting. Rivian’s 80% surge.
Las Vegas just unveiled the largest sphere on earth — “Sphere” is actually a publicly-traded stock too, and it previews the future of live entertainment. China just weaponized geology (because the US weaponized chips) — Because nobody wins in a trade war. And Rivian’s stock has surged 80% in just two weeks — Because Rivian isn’t just selling to people, it’s selling to Amazon.
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7/10/2023 • 19 minutes, 50 seconds
🎀 “Summer of Barbie” — Mattel’s movie blitz. Model A’s flying car. America’s Jobs surprise.
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 expected to be huge — but it’s also expected to be the most confusing, so we’re jumping into it TBOY-style.
And the “Model A” flying car just got FAA approval for a test flight — but just like the spork, the best of both worlds can actually be worse.
(FYI: Here’s that Barbie Malibu Dreamhouse Airbnb we were talking about: https://www.airbnb.com/rooms/857387972692815761?source_impression_id=p3_1688703735_WWZd9Vxe9caTsIF0)
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We just witnessed a “Stage 5 Zucking” — Instagram has officially copied Twitter with a new app that launches today called “Threads”.
Crickets are now human food *and* dog food, because insect-based food found product-market-fit.
And Costco is cracking down membership card moochers — Because when companies can’t raise prices, they get strict.
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7/6/2023 • 21 minutes, 34 seconds
😈 “Death by Milkshake” — McDonald’s Grimace trend. Tesla’s supercharger secret. The 4.5-day workweek.
McDonalds' just pulled off the most viral trend of the year… by accident — The Grimace shake highlights “the Case for Chaos” in Marketing.
Tesla just announced record car sales for the 2nd quarter, but it’s not just a car company anymore — it’s the gas station of the 21st century.
NYC’s biggest commercial landlord is dropping $1B on Penn Station, but has a new vision for your work life — “The 4.5-Day Workweek.”
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7/5/2023 • 22 minutes, 56 seconds
🍼 “Baby Martell is here… the Pod’s not (yet)” — The pod returns Wednesday, July 5th.
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 extending paternity leave a few more days to give Nick this precious time with his family. The pod returns Wednesday, July 5th.
Have a fantastic 4th of July long weekend — and thank you for giving Nick this time!
$IBO $TBABY
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6/30/2023 • 3 minutes, 55 seconds
BONUS #4 🥗 The Storyteller of Salad: Nathaniel Ru, Sweetgreen Co-founder
We recorded an interview in a restaurant, none other than Sweetgreen. We interviewed Nathaniel Ru, Co-Founder and Chief Brand Officer of the billion dollar salad chain. Nathaniel tells us about:
Launching a $10/bowl restaurant during a recession
How he used a boombox to drive business
Long-term relationships with local farmers like Firefly Farms (~15 yrs strong)
The new robotic restaurant in a suburb of Chicago
Best of all— his must-try salad “remix” order
On a personal note, these salads were a staple of ours when we worked on Wall Street. We’d chow down on spicy broccoli and arugula, while whipping up takeaways in our early newsletter days. So it was pretty cool when we got to toss our pesto chicken parm bowls mid-interview.
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6/22/2023 • 56 minutes, 15 seconds
👶 "1 week Baby Break begins… today”
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 Twitter when we have them: @tboypod
Meantime, we’re taking a week off for Nick to spend time with his family. Here’s our plan:
- Thursday, June 22nd: Bonus Interview Episode with the co-founder of Sweetgreen
- Thursday June 29th: TBOY is back, with an episode of The Best One Yet
We hope you enjoy our interview with Nathaniel Ru, of Sweetgreen.
And to Nick and Molly - Congratulations. This baby is a TBOY.
$TBOY $IBO $ONESIE
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6/21/2023 • 2 minutes, 6 seconds
🍺 “The new #1 beer” — Modelo’s Millennial Magic. Mercedes’ AI car. Pixar’s missing magic.
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 just activated 900K of its cars with a voice AI copilot — So we think it’s the birth of the companionship economy.
And Disney’s newest Pixar movie, Elemental, just flopped at the box office — But we think Pixar can get out of its slump thanks to its “Brain Trust.”
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________________________________________________
0:00 - Intro
1:11 - Netflix Pop up restaurant
3:30 - America's #1 Beer
7:23 - Mercedes + Chatgpt
12:54 - Pixar's Elemental
17:16 - Takeaways
17:49 - Best Fact Yet
19:28 - Shoutouts
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Beyonce’s concert in Sweden literally caused nationwide Inflation — And it’s the perfect case study to explain all Inflation.
Spotify just made a complete pivot to its podcast strategy — It’s trying to be less like HBO, more like YouTube.
And Cava’s stock doubled after going public in its very first day of trading — Because 2023 may be the year of the restaurant IPO (aka “The Bistro IPO”).
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_____________________________________
0:00 - Intro
1:20 - TBOY Onesie
3:30 - Beyonce Raises Sweden Inflations
8:00 - Cava IPO
13:30 - Spotify's New Strategy
17:02 - Takeaways
17:39 - What Else is going on
18:17 - Best Fact Yet
19:41 - Shoutouts
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6/16/2023 • 21 minutes, 44 seconds
🍖 “Maaaa, the meatloaf” — InstaPot’s bankruptcy. Hospitals’ surgery surge. The Economy’s power pause.
InstaPot has gone from the fastest-growing kitchen appliance to a bankrupt company — Because it ignored the art of aspiration.
UnitedHealth’s stock fell 6% yesterday because the CEO said old people are getting too many surgeries – And funny thing about health insurance companies… they hope you don’t use their health insurance.
And the Fed just announced a big Pause — Because after increasing interest rates for 15-straight months, our economy is at an inflection point.
$TUP $UNH $SPY
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_______________________________
0:00 - Intro
1:09 - Beatles using AI
3:19 - Instapot Bankruptcy
7:45 - Fed Pauses Intrest Rates
12:26 - United Health Stock
15:41 - Takeaways
16:21 - Best Fact Yet
17:41 - Shoutouts
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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 Denver Nuggets just won the NBA finals, but the real story is their owner — He’s won 3 major championships in under 2 years, and we found his formula for winning.
And Reddit is facing an epic blackout from a major protest — So can a anti-corporate culture survive a super corporate IPO?
$GOOG $META $AMZN
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_____________________________________
0:00 - Intro
1:27 - 1 Million Pennies
4:10 - Denver Nuggets Owner
8:25 - Google's Returns to Work
14:25 - Reddit Blackout
17:55 - Takeaways
18:46 - Best Fact Yet
20:09 - Shoutouts
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Pizza delivery surged during the pandemic, but it’s now gone cold… because of Frozen Pizza.
JPMorgan is paying a $290M settlement because it allegedly saw something with convicted sex offender Jeffrey Epstien, but didn’t say something.
And NYC is moving forward with America’s 1st “congestion pricing” traffic tax (New Jersey hates it).
$DPZ $PZZA $JPM
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_______________________________
0:00 - Intro
1:08 - Professional quitters
3:34 - Frozen Pizza Sales
7:54 - JP Morgan/Epstein Lawsuit
13:15 - NYC Congestion Pricing
18:08 - Takeaways
18:59 - Best Fact Yet
20:35 - Shoutouts
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6/13/2023 • 21 minutes, 58 seconds
👮🤐 “123456” — Netflix’s password crackdown win. Stocks’ 1-year highs. AM Radio’s Tesla problem.
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 highest level in a year — We’re officially in a Bull Market (and it’s thanks to 8 specific stocks).
And AM Radio was killed by Tesla and electric cars, but Ford is bringing it back — Because of the zombies in “The Last Of Us.”
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$SPY $NFLX $TSLA
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0:00 - Intro
1:05 - Bonus Interview
3:36 - Bull Market 2023
7:47 - Netflix Password Crackdown
14:23 - AM for every vehicle act
17:58 - Takeaways
18:34 - Best Fact Yet
20:00 - Shoutouts
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6/12/2023 • 21 minutes, 52 seconds
🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.
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 photoshop is letting AI create images out of thin air — because artificial intelligence can lead to an artificial reality.
And Lionel Messi just turned down a reported $1B to play in Saudi Arabia — He’s playing in Miami instead, because upside beats stability.
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$UBER $ABNB $ADBE
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6/9/2023 • 21 minutes, 50 seconds
🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.
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 made it uninsurable.
Cologne and perfume sales are up 60% from before the pandemic, and the surge is coming from men (#Dudefumes).
And CNN’s CEO is out after a really awkward interview, a bad article, and a gym workout.
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6/8/2023 • 21 minutes, 45 seconds
⛳️ “Just tap it in” — Golf’s money marriage. Vita Coco’s coconut surge. Coinbase’s big lawsuit.
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 stock has doubled because coconut water is in 10% of American fridges.
Coinbase’s stock fell 20% the past 2 days because it’s trying to obey the laws of crypto… but there are no laws of crypto.
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$COCO $COIN $BTC
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6/7/2023 • 21 minutes, 29 seconds
😎 “iPhone… for your Face” — Apple’s new iGoggles. Hot Wheels’ inflation-proof toy. Bud Light’s buy-cott.
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… and it’s the top-selling toy on earth: Hot Wheels cars. And we just got the numbers on the Bud Light boycott — It’s not just a boycott, it’s a buy-cott.
0:00- Intro
3:26 - Apple Vision Pro
10:36 - Bud Light Backlash
14:29 - Hotwheels
19:41 - Takeaways
20:32 - Best Fact Yet
21:33 - Shoutouts
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6/6/2023 • 22 minutes, 38 seconds
🏆 “Ending on a high note” — The Succession lesson. Tinder’s swiping CEO. Wingstop’s AI chicken.
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 remembered, don’t forget the Peak-End Rule.
9:30 - Archer Dating App: Tinder’s parent company finally launched a gay dating app, but the stock jumped because “I’ll have what she’s having”.
12:39 - Wing Stop: Wingstop stock is close to an all time high, but their AI order taker is a warning for the most common job in America.
17:14 - Takeaways
17:48 - Best Fact Yet
19:10 Shoutouts
________________________________________________
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6/5/2023 • 21 minutes, 24 seconds
🧘 “Leggings. Latte. Pilates. Repeat” — Alo Yoga’s sanctuary strategy. Cruises’ 104% full problem. Lucid’s EV trust fund.
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 build stores, it built sanctuaries.
8:10 - Lucid Fund Raise: Lucid, the $130K electric car with 500-mile range, has a trust fund… and it’s the Saudi Arabian royal fam.
13:01 - Cruise Lines Over Booked: Cruise lines are officially the comeback players of the pandemic: Their boats are more than 100% full, but why aren’t their stocks?
16:57 - Takeaways
17:29 - Best Fact Yet
19:19 - Shoutouts
This week’s 1-minute pop-biz pop-quiz: go.tboypod.com
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$LULU $LCID $CCL $NCLH
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6/2/2023 • 21 minutes, 46 seconds
🦾 “Paper menu, please!” — QR Codes’ failure. Delta’s greenwashing lawsuit. Elon’s Chinese feast.
Restaurants replaced physical menus with QR Codes during the pandemic, but now their use is plummeting — Because this innovation is not solving a problem. America’s two most important businessmen were in China to pursue profits — but with profits, comes peace. And Delta Airlines was supposed to be the 1st carbon neutral airline, but it just got sued for greenwashing.
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$YELP $DAL $TSLA $JPM
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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 Speaker reached an agreement to raise the debt ceiling — short term crisis avoided, but long term damage done. And Las Vegas casinos just had their most profitable year for gambling ever thanks to one sneaky move: Tweaking Blackjack to create scarcity.
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$LVS $WYNN $CZR
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5/31/2023 • 20 minutes, 40 seconds
🍜 “Gastrodiplomacy 101” — Korea’s kimchi capitalism. Gmail’s blue checkmark. Clear’s looooong line challenge.
Fourteen years ago, South Korea’s government made a strategic decision that would change the future of its economy: Encourage Koreans living abroad to open Korean restaurants… aka “Gastrodiplomacy.” Notice something new in your inbox? Gmail has zucked Twitter’s blue checkmark. And since you finished the 3-day weekend in traffic or on the tarmac, we’ve got to look at Clear Secure — Because Clear’s greatest challenge is its own success.
$ME $GOOG $META
Recorded at Spotify Studios LA
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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 new plan to turn around Twitter — become Fox News 2.0. And Abercrombie & Fitch’s stock just surged 30% thanks to what we call “The Mullet Phenomenon.”
Recorded at Spotify Studios LA
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$ABNB $ANF $AE
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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 Chipotle of Mediterranean food, and it’s covering the suburbs in hummus. And Google and Uber just teamed up on a self-driving robo-taxi… so we think Tesla should acquire Lyft.
Recorded at Spotify Studios LA
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$NVDA $CAVA $UBER $LYFT $TSLA $GOOG
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5/25/2023 • 20 minutes, 19 seconds
🪙 “$1 trillion coin” — Debt default desperation. Peloton’s full rebrand. Pro Bull Riding’s team up.
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. Professional Bull Riding is creating 8 cowboy-powered teams — Because Wall Street is bullish on bulls (literally). And Peloton just completely changed its entire look, brand, and business model… it wasn’t a makeover, it was plastic surgery.
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$PTON $EDR $SPY
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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 the biggest economic deal of the year: The Colorado River. And two of the biggest law firms on earth just merged, so we’re going to follow the money… that follows the big money.
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$DNUT $GOOG $MSFT
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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, because smart marketing is all about re-anchoring. And ChatGPT’s brand new app is already #1 in the App Store — And that’s a wakeup call to “The Laptop Class.”
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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 banned in Montana, but can Montana really ban TikTok? And Warren Buffett just put $1B on a credit card — Literally. Warren’s betting on Capital One stock.
This week’s quiz: go.tboypod.com
$BMBL $COF $AMEX
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5/19/2023 • 21 minutes, 32 seconds
🫙 “The Avicii of Aioli” — Heinz’s sandbox strategy. AI’s nuclear agency. Target’s growing shrinkage.
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 a sandbox. The creator of ChatGPT just told Congress that AI is a nuclear technology… that should be regulated like nuclear. And Target just revealed that it’ll lose $1B this year on Shrinkage — which is corporate speak for theft — but the root of the problem isn’t what you think.
$KHC $TGT $TJX
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5/18/2023 • 18 minutes, 48 seconds
📺 “Get a Free TV (with a catch)” — Telly’s giveaway strategy. Lego’s adult sales. Home Depot’s chill zone.
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 for people ages 18 and up, because Lego’s new favorite customer is adults. And Home Depot’s stock just dragged down the stock market, but that’s actually a good thing.
$HD $MAT $HAS
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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… combined. Vice Media is filing for bankruptcy because social media success doesn’t equal business success. And a new survey reveals that job satisfaction just hit a 35-year high in America — Because after “The Great Resignation” comes “The Big Stay.”
$NTDOY $DIS $BZFD
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5/16/2023 • 21 minutes, 1 second
🧑🎤👩🎤 “T-Swift vs. Bey” — The $1B Concert Battle. Twitter’s new CEO. Death of the free ecommerce return.
For years, we’ve all been enjoying free returns on online orders, until now — Because returns are the Achilles Heel of ecommerce. Beyonce and Taylor Swift are both on track for the first ever $1B concert tour, but they are getting there in different ways. And Twitter has a new CEO — the question is will Elon let her do her job.
$AMZN $LYV $CMCSA
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5/15/2023 • 20 minutes, 12 seconds
🎢 “Daycare for Teenagers” — Six Flags’ roller coaster. Gmail’s personal assistant. America’s factory gold rush.
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 about to hit your Gmail: A personal assistant to write your emails. And there’s a new gold rush in America — A gold rush to build factories.
Play this week’s pop-biz pop-quiz: go.tboypod.com
$SIX $DIS $CAT $GOOG
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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 the electric truck company Rivian: It’s only got 2 years of cash left in the tank. And Google just unveiled its first ever foldable phone… but it costs more than a computer… and they won’t call it a phone.
$ETSY $RIVN $GOOG
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5/11/2023 • 20 minutes, 27 seconds
🍟 “Supersize my AI Fries” — Google’s Drive-Thru robots. Planet Fitness’ high schoolers. Airlines’ Apology Fee.
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 Fitness is letting high schoolers workout for free this summer, because the free sample will lead to $72M/year in actual sales. And the White House is proposing new rules to force airlines to compensate you when they cancel a flight — aka “The Apology Fee” — Because this summer will be the riskiest travel season ever.
$GOOG $PLNT $DAL $UAL $JBLU $WEN
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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 and launched a rival: Bluesky — because right now we’re all Social Media nomads. And Warren Buffett just hosted the biggest weekend in finance of the year, but the only word on everyone’s mind was… succession.
$LULU $BRK.A $META
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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 die by the Influencer. Shopify just announced it’s giving up on its biggest dream, but Wall Street rewarded it for quitting. And Michelle Obama’s first startup is kids snacks and drinks — because the biggest thing in food right now is small.
$ADDYY $SHOP $K
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5/8/2023 • 20 minutes, 24 seconds
👑 “We crunched the coronation cash” - England’s Royal ROI. Airbnb’s room strategy. Band-Aid’s IPO.
The coronation of King Charles the III is tomorrow in London — but you didn’t realize the royal family is Royalty Incorporated (worth $21B). Airbnb’s always let you book private rooms (not just entire homes), but it’s doubling down on affordable options because that’s core to its identity. And Band-Aid Brands is part of the biggest IPO of 2023: Kenvue — It’s worth $40B, because branding is a powerful drug.
This week’s pop-biz pop-quiz: Go.tboypod.com
$ABNB $JNJ $KVU $CMG
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5/5/2023 • 22 minutes, 16 seconds
🥩 “I’ll try the Tucson T-Bone” — Olive Garden’s steak strategy. Debt Ceiling drama. Ford’s Tesla trick.
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 to double-down. The biggest financial story for the next month is the Debt Ceiling, so we’re jumping in TBOY-style to what the drama means. And Ford just revealed the funky framework of the car industry: Pickup trucks are the venture capitalists of electric cars.
$RUTH $DRI $F $TSLA
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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 using ChatGPT. Uber just had its best day on Wall Street ever, so we need to stop comparing it to Lyft (fyi: Uber is now worth 20X Lyfts). And one struggling German soccer team found a unique strategy to fix its half-empty stadium problem: Free tickets.
$CHGG $UBER $LYFT
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5/3/2023 • 20 minutes, 10 seconds
📺 “Goodnight to Late Night” — James Corden’s biz model. JP Morgan’s banking bigness. Olipop’s anti-soda surge.
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. Morgan just acquired First Republic Bank, because the government needed it to. And the fastest-growing soda in the US is a soda that hates soda… Olipop soda.
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$PARA $JPM $FRB $PEP $KO
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5/2/2023 • 19 minutes, 15 seconds
🎱 “Party with yo’ family” — Las Vegas’ epic pivot. First Republic’s 99% plummet. Wendy’s grocery store.
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 handle the crisis are bad. And Wendy’s is bringing its chili to aisle 6 because grocery stores have become the Garden of Eden of American Capitalism.
$FRB $LVS $WEN
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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 14% after its earnings because tech has a new favorite “word du jour.” And sports apparel giant Fanatics has 90M users, but it’s making a major pivot before its IPO: From t-shirts to sports bets.
$META $GOOG $MSFT
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4/28/2023 • 20 minutes, 53 seconds
🚽 “The monster in your sink” – InSinkErator’s $3B sink. Chipotle’s love-flation. Microsoft’s video game duty.
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-time high because they raised prices on your burrito… but you ate it anyway (we call it “Love-flation”). And Microsoft was about to make the biggest deal in its entire history for video games… but then someone pulled the power cord.
$WHR $CMG $MSFT $ATVI
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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 chasing yield (and it’s probably worth it). Tiffany’s jewelry is reopening its flagship store in NYC after 4 years — but it’s not a store… it’s a museum. And we found an economic crystal ball: It’s Packaging Corp — Because before you something can be bought, it must be packaged.
$PKG $UPS $FDX $LVMUY $FRB
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4/26/2023 • 19 minutes, 2 seconds
👻 “I took a Ghost Ride” — Robotaxis, San Francisco, & Tesla. Bed Bath & Beyond Bankruptcy. Coca-Cola’s BodyArmour.
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 disrupting with 1 marketing strategy that it went all-in on. And sales of Coca-Cola’s drinks are all up, except for 1 particular beverage… because ⅔ of acquisitions fail.
$BBBY $KO $GOOG $TSLA
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4/25/2023 • 22 minutes, 19 seconds
🐡 “Everyone needs a wingman” — Goldfish’s $1B cracker. Spotify’s anti-Spotify plan. Ikea vs. Wayfair.
The newest Billion-Dollar Brand? It will be Goldfish Crackers… because Goldfish uses “The Wingman Strategy.” We noticed Spotify hasn’t been looking like Spotify so far this year — and that’s ok. And Ikea is making its biggest investment ever, putting $2B into 17 new US locations — So we’re comparing Ikea to Wayfair.
$CPB $SPOT $W
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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 part of the plan. And BuzzFeed is shutting down Buzzfeed News — but that story is the story of all news right now.
$BZFD $RVLV $TSLA
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4/21/2023 • 21 minutes, 34 seconds
🗞️ “The real Logan Roy” — Fox News’ defamation. Taco Bell’s innovation lab. India vs. China.
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. Taco Bell just opened the door to its secret food laboratory — And it turns out they have a formula for creativity. And after 300 years of China on top, India now has the most people on earth… but India’s economy is missing one big thing.
$YUM $FOX $MCD
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4/20/2023 • 20 minutes, 27 seconds
👨🎤 “DrakeBot hits #1” — The Weeknd & Drake’s AI song. Apple’s fluent money. Cannabis vs Chocolate.
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 AI. Apple is doubling down on finance with its new savings account because its real advantage is fluency. And Marijuana sales just passed a major milestone: Cannabis is beating chocolate.
$AAPL $SPOT $GOOG $GS
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4/19/2023 • 20 minutes, 55 seconds
💌 “Love is Late” — Netflix’s biggest apology. Phantom of the Opera’s finale. Earnings Season’s surprise.
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 of the Opera musical just had its final show, but Broadway is a lesson for us about how we consume content. And earnings season has kicked off — But Wall Street already predicted last year what will happen.
$NFLX $SPY
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4/18/2023 • 21 minutes, 6 seconds
👜 “Gucci for the Weekend” — Four Seasons handbag Hotel. Walmart’s Bonobos breakup. Marriage money moment.
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 Bonobos khakis brand for a huge loss, but not because of business — because of psychology. And we just hit a new Marriage Money Milestone between husbands and wives.
$WMT$AMZN $MAR
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4/17/2023 • 20 minutes, 13 seconds
🏋️ “A slimdown in a syringe” — Weight Watchers’ Ozempic win. Rihanna’s perfume power. Tax Day’s big battle.
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 is proud of their pricey perfume, and they are selling more than ever thanks to their Rihanna-aided storytelling. And H&R Block vs. TurboTax is the tax prep rivalry we’re all thinking about, but they share a common goal: Keep Taxes Hard.
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$WW $NVO $LVMUY $INTU $HRB
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4/14/2023 • 22 minutes, 14 seconds
🦈 “The infant anthem” — Baby Shark’s podcast strategy. Twitter’s X Company. Restaurant-flation.
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 babysitting. Twitter (the company) is no more… It’s now owned by X Company. And the best inflation report in years just exposed a new thing: “Restaurant-flation” is the latest see-saw effect.
$GOOG $AAPL $BTC
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4/13/2023 • 19 minutes, 47 seconds
⚽ “Ryan Reynolds FC” – Wrexham’s soccer contentification. Tesla’s MegaBatteries. National Parks’ small fees.
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’s craziest product yet isn’t cars, cybertrucks, or robots — it’s building sized batteries. And US National Park visits just hit an all-time high, but there’s one single publicly-traded company making millions off all the camping.
$TSLA $BAH
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4/12/2023 • 20 minutes, 11 seconds
🍄 “The Irish plumber from Brooklyn” — Super Mario’s movie record. Tupperware’s expiration date. Millennials’ home-buying milestone.
Nintendo stock is up 6% since “Super Mario Bros” premiered in theaters, because marginal creativity is the most profitable kind. We just hit a major Millennial Milestone: More Millennials own homes than rent (but just don’t get “HoFOMO”). And Tupperware’s stock plummeted 50% yesterday — Companies can go sour, but brands don’t expire.
$NTDOY $Z $TUP
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L’Oreal acquired Aesop, the Australian soap and shampoo company, for $2.5B because they sell the most profitable physical thing we’ve ever seen. Levi’s stock dropped 15% in one day last week because when the economy drops, so do your jeans. And if you’ve seen images of The Pope and Harry Potter looking fancy, they’re AI-generated — because artificial intelligence can go from zero-to-artwork in 3.2 seconds.
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$LEVI $LULU $LRLCY $LVMUY
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Chipotle just sued Sweetgreen for burrito bowl IP infringement, but we think Sweetgreen could turn lawsuits into lemonade. For the first time, a major social media algorithm has been released and opened up for the public to see — So we finally know the recipe for virality. And pandemic work flexibility has created “The Anytime/Anywhere Economy.”
$CMG $SG $META $GOOG
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4/6/2023 • 21 minutes, 31 seconds
🎹 “Beethoven on shuffle” — Apple’s classical music app. Women’s college basketball record. Jamie Dimon’s legendary letter.
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 of March Madness was the NCAA women — They smashed viewership records because story is king. And JPMorgan CEO Jamie Dimon just shared his economic wisdom in an annual letter, but we’re focused on the less he taught his daughter.
$AAPL $JPM $BAC
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World Wrestling Entertainment was just acquired for $9B (fake fight), but now it’s merging with Ultimate Fight Championships (real fighting) into a knockout stock (literally). The fastest-growing app in the US right now? It’s Lemon8. But Lemon8’s secret Chinese owner is all over the American App Store. And GM just made the most annoying car decision of the year: Banning CarPlay… GM’s become a Stage 5 Data Clinger.
$PINS $META $WWE $EDR $GM $AAPL
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4/4/2023 • 20 minutes, 51 seconds
🎓 “The Million-Dollar Degree” — Ivy League’s $90K tuition. Pepsi’s underdog logo. JAM vs FAANG.
If Ivy League tuition prices keep growing at this pace, then kids born today will be paying “The Million-Dollar Degree”. Forget the “FAANG” stocks of Wall Street — What’s driving stocks today are the “JAM” stocks: Just Apple & Microsoft. And Pepsi just rebranded because being #2 behind Coca-Cola is the best thing that ever happened to it.
$PEP $KO $AAPL $MSFT
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4/3/2023 • 20 minutes, 29 seconds
⚾🌭 “BoringBall” — Baseball’s biz strategy. Twitter’s April Fools. Egg-flation’s #1 winner.
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.” Tomorrow, Twitter is yanking away blue check marks from all its legacy famous people, but can Elon go from “free” to “fee?” And we got an update on the Egg-flation Situation: Egg prices have popped so much that one company’s profits surged 700%.
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Can you go 5 out of 5 on this week’s pop-biz news stories?
$CALM
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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 13% yesterday, but Lulu made the wrong bet on your workouts. And Elon Musk, Steve Wozniak, and 1,000 other tech leaders just signed a letter demanding that AI work stop immediately. Because AI could cure cancer, but it could also end civilization.
$LULU $GOOG $TSLA
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The biggest crypto exchange in the world, Binance, has been sued by Federal regulators — we wish Crypto leaders would listen to Uncle Ben. The fastest-growing grocery store chain in America? It’s Aldi. But Aldi just launched something you can’t eat… Aldi Fashion. And if you’ve ever struggled to cancel a subscription, then we’ve got a story for you: Subscription Cancellation Aggravation is about to face justice.
$BTC $ETH $WMT
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3/29/2023 • 20 minutes, 52 seconds
💀 “I talk to famous dead people” — Chat(bot) with anyone. Israel’s startup threat. Carnival’s IOU cruise.
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… alive or dead, fictional or non-fictional. Israel erupted in protests because of the government’s moves on the Supreme Court — And that could kill Israel’s innovation power. And Carnival Cruises just enjoyed its best quarter of bookings ever, so why’s its stock at a record low?
$CCL $NCLH $GOOG
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3/28/2023 • 21 minutes, 55 seconds
👑 “Queen of the Rental Romper” — Urban Outfitters’ rental win. Apple’s movie theater. Ford’s dating profile.
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? Spending $1B every year on blockbuster movies for movie theaters. And Ford just updated its dating profile: It’s got an electric surprise.
$URBN $AAPL $F
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TikTok’s CEO just tried to convince Congress that it’s all good, but our elected representatives seemed to disagree — so the question remains: Is TikTok too lit to prohibit? PetCo’s stock just fell to its lowest level ever because we may have hit Peak Puppy. And Block shares plummeted 20% after its Cash App got challenged to a rap battle.
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Can you go 5 out of 5 on this week’s pop-biz news stories?
$WOOF $CHWY $SQ $SNAP
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3/24/2023 • 21 minutes, 25 seconds
🍸 “Hot Martini Summer” — White Claw’s vodka pivot. The Fed’s 2 monsters. Amazon’s MIA moment.
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 of the year as it fights 2 monsters with 1 weapon: Inflation and a bank crisis. And Amazon’s moves with Panera Bread look nice, but it’s not making any moves in AI — because Amazon is best when it plays like John Stockton of the Utah Jazz.
$SAM $AMZN $SPY
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3/23/2023 • 19 minutes, 13 seconds
🍍 “Squeeze that pineapple” — Dole’s fruit problem. Netflix’s on-ramp. Hoka’s Rudy stock.
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 just hit 1M subscribers of its ad-supported version, because it built an on-ramp for password moochers. And the fastest-growing shoe brand right now isn’t Nike or Allbirds — it’s Hoka, the Rudy of athletic stocks.
$DECK $DOLE $ONON $NFLX
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3/22/2023 • 20 minutes
🇫🇷 “Emily not in Paris” — France’s retirement ruckus. Microsoft’s AI coworker. Rolls-Royce’s literal moonshot.
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’s about national identity. Rolls-Royce is developing a moonshot (literally): A nuclear reactor for the moon. And if you work with Google or Microsoft software, then you’re about to get a new AI coworker.
$RYCEY $GOOG $MSFT
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3/21/2023 • 20 minutes, 28 seconds
💍 “A Dearth of I Dos” — Zales’ fiancée shortage. Bank Bailout Glossary. Disney’s digital babysitter.
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 the financial system globally, but in 3 different ways: Silicon Valley Bank got rescued, Credit Suisse got a bailout, and First Republic got an intervention. And Disney upped the price of Disney+ by $3/month and we all paid it — because it’s not just a media company, it’s a digital on-demand babysitter.
$SIG $DIS $FRB $CS $SIVB
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3/20/2023 • 21 minutes, 23 seconds
🤠 “iTed iLasso” — Apple’s marketing nirvana. Air Fryer vs Instapot. TikTok’s American ban.
Apple just dropped Season 3 of Ted Lasso and achieved “marketing nirvana” — Because the real star was FaceTime. Nestle warns that there’s a war breaking out in kitchens across America: Air Fryers vs Instant Pots. And TikTok was just told by the US government that it must sell itself or be banned from America… again (and we’re super extra serious this time).
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$AAPL $NSRGY $SNAP $META
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3/17/2023 • 20 minutes, 11 seconds
👟🏀 “Air Money” — Michael Jordan’s sneaker record. SVB’s Smokey the Bear. Ryan Reynolds’ T-Mobile triumph.
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 rule of finance. While Silicon Valley Bank has fallen, one winner has emerged… and it involves Smokey the Bear. And actor Ryan Reynolds just sold his wireless startup to T-Mobile because T-Mobile is sultry right now.
$NKE $ADDYY $SIVB $BAC $CS $TMUS $VZ $T
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3/16/2023 • 20 minutes, 40 seconds
🏦 “Mo Money Mo Problems” — Silicon Valley Bank’s Notorious BIG. Chick-Fil-A’s steaknife. Allbirds’ fashion quadrant.
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-A is spending $1B to expand beyond the US, but it’s going to need “The Steaknife Strategy.” And for the first time ever, Allbirds just saw its shoe sales fall — because it tried to be LA in SF.
$SIVB $FRB $BIRD $MCD $SBUX
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3/15/2023 • 22 minutes, 34 seconds
BONUS #3 🪒 The God of Grooming: Jeff Raider, Harry’s, Co-Founder & CEO
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 business school to disrupt glasses. Then he co-founded Harry’s to disrupt shaving. Today, both brands are worth billions.
If you wear glasses on your face, then he designed your shades — And if you groom your body, then he designed your blades.
Curious about the 2 keys to great branding? This interview is for you. Craving a wild founding story that involves buying an entire factory? This interview is for you. Facing a major career choice or want to know the future of the Direct-To-Consumer (DTC) industry? This interview is for you.
Or maybe you just want the secret to perfectly shave any part of your body for any gender — Then this interview is for you (FYI, we did a live demo at the end of the show for ya because… why not?).
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3/10/2023 • 45 minutes, 16 seconds
👶 “1 week Baby Break begins… today”
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 our plan:
- Friday 3/10: Bonus Interview Episode with the co-founder of Warby Parker and Harry’s
- Wednesday 3/15: Our 1st daily pod back
We’ll be back with our daily shows next Wednesday 3/15. In the meantime, enjoy the interview bonus pod we’re dropping on Friday 3/10. And absolutely, positively celebrate Jack and Alex’s big win: Their 2nd baby boy.
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3/8/2023 • 3 minutes, 19 seconds
🍤 “The empathetic peel” — Chili’s shrimp turnaround. Ferrari’s bank robber. Train derailment profits.
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”). Ferrari’s stock has jumped 50% in the last 6 months because it’s thinking like a bank robber. And after another Norfolk Southern train derailment, we jumped in TBOY-style to the railroad industry — It’s putting pros before everything.
$EAT $RACE $NSC
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3/7/2023 • 21 minutes, 39 seconds
💳 “I only date Costco members” — Costco’s membership magic. Universal’s boy-band power. VinFast’s super-cheap car.
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 Membership Club fee. Universal, the largest record label in the world, just enjoyed a revenue rock concert because Boy Bands beat Solo Artists. And Vietnam’s VinFast just sold its first car in America to take on Tesla: An electric car that costs less than your monthly WiFi bill.
$COST $SPOT $VIVHY $TSLA
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3/6/2023 • 20 minutes, 21 seconds
🧃 “The Soda School of Business” — Pepsi’s ultimate MBA. Matthew McConaughey’s Salesforce. Shef’s $100M meal.
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 company is paying Matthew McConaughey $10M/year. And Shef has raised $100M to deliver your neighbor’s homecooked meals — It’s “the Etsy of nommmm.”
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$PEP $CRM $ETSY
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3/3/2023 • 22 minutes, 10 seconds
🌎 “Master Plan Part 3” — Tesla’s next big thing. A-Rod’s ticket journey. Instacart’s delicious endcap.
Elon Musk just unveiled his 3rd Master Plan for Tesla: Take over the world with electricity (spoiler: Electric airplanes). Instacart’s sales just surged, but not because of groceries… it’s thanks to digital billboards. And baseball legend A-Rod’s newest startup has raised $30M to solve the Taylor Swift Ticket Tragedy.
$TSLA $LYV
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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 itself because it realized it’s not actually a tech company. And Hims & Hers pioneered telemedicine and just had a record year because its generic drugs aren’t commodities.
$HIMS $GS $NTDOY
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3/1/2023 • 21 minutes, 22 seconds
🍕 “The Last of the Leftover Pizzas” — Domino’s delivery problem. Lime’s unprecedented scooter. Millennials’ worst debt yet.
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 adding debt faster than any other generation. The reason? “An Inconvenient Squeeze.” And Lime Scooters just accomplished something no other scooter company ever has: The 1st ever Profit Puppy scooter.
$PZZA $DPZ $BRDS
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2/28/2023 • 20 minutes, 50 seconds
🐻 “Winnie The Pooh… but scary” — Disney’s IP Problem. Cash App’s Rule of 40. MolsonCoors’ beer pie.
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 fun of other beers, because beer companies play by house rules. And Jack Dorsey’s Block just told us the most important number for any tech company: The “Rule of 40.”
$TAP $BUD $SQ $DIS
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2/27/2023 • 18 minutes, 50 seconds
🥪⚡“An Oasis of Salami” — Subway Sandwich’s electric cars. Netflix’s quarterback playbook. Ukraine’s 1-year economic scoreboard.
Subway Sandwiches has a bold new turnaround plan: Electric car charging stations (yes, that Subway). Netflix just partnered with the NFL for a new Quarterback docu-series… because teams need winners, but companies prefer playbooks. And on the 1-year anniversary of the start of the War in Ukraine, we're looking at the economic scoreboard.
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2/24/2023 • 19 minutes, 22 seconds
🎲 “The Infinite Game” — Nintendo’s HR strategy. Shake Shack’s honeymoon problem. Coinbase’s favorite word.
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 off workers right now, except for one: Nintendo… because Nintendo is playing the infinite game. And Coinbase’s earnings just revealed the state of the cryptocurrency industry (their new favorite word is “protect”).
$SHAK $NTDOY $COIN $BTC
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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 nationwide live trivia game to win $500K in prizes — the last frontier of social media is shared experiences. And in the biggest Zucking of the year, Instagram is copying Twitter and letting you buy a blue verification check mark for $12/month.
$META
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2/22/2023 • 20 minutes, 17 seconds
💋 “100 years of dewy gloss” — Glossier’s makeup makeover. DraftKings’ super bet. ChatGPT’s creepiest convo.
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 between humans and bots — this is the week Chat GPT went from cool to creepy. And for DraftKings the super bowl is their super bowl, but the bets being made might surprise you.
$EL $DKNG $MSFT
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Crocs just announced its best year ever because there’s nothing ugly about simple. Boston Beer just admitted spiked seltzer’s “post-hype era”… because you can fight competition, but not substitution. And YouTube’s CEO Susan Wojcicki is stepping down, but she invented a new concept everyone’s copying: The Chief Creator Officer.
$CROX $SAM $GOOG
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2/17/2023 • 20 minutes, 26 seconds
🍲 “Bougie Bowls” — Chipotle’s new restaurant. Airbnb’s digital antidote. America’s Badass Rocks Club.
Chipotle just launched a new restaurant brand called Farmesa — Chipotle is disrupting itself. Airbnb just had its best year ever because when Zoom is your office, Amazon is your mall, and Netflix is your theater — travel is your salvation. And 2 factories just surprisingly left Europe for the USA to chase EV incentives — so now America is creating “The Badass Rocks Club.”
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Notice something different in your Starbucks app? This week, Starbucks changed its loyalty program by adding a shot of stinginess. Mattel’s trying to cure its toy hangover with Barney the dinosaur because nostalgia never dies. And Bitcoin has enjoyed its best start to a year ever, but the SEC just announced a new crypto wall.
$SBUX $MAT $BTC $COIN
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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 dating app strategy is not about finding love, but about finding friends. And the #1 Super Bowl commercial was actually a $1B dog food startup.
$BMBL $MTCH $AAPL $POST
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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 — because you gotta let your winners ride. And just after Uber had its best quarter ever, Lyft had its worst day ever.
$PEP $KO $LYFT
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2/13/2023 • 20 minutes, 38 seconds
🏈 “The Booze Bowl” — Super Bowl’s crypto beer ads. Taco Bell’s Pete Davidson breakfast. Disney’s Ursula earnings report.
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The Super Bowl this weekend is going to look a lot different than last year: Crypto is benched, Cognac is in. Taco Bell is betting their entire breakfast strategy on Kim Kardashian’s ex — Because breakfast is a Repeat Rabbit. And Disney just dropped the Ursula of earnings reports, and Mickey has become politically sticky.
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2/10/2023 • 20 minutes, 37 seconds
🐝 “Shoulda put a ring on it” — Beyonce’s Adidas drama. Uber’s best day ever. TV’s ultimate disruption.
We just got leaked numbers on Beyonce’s Ivy Park apparel line with Adidas — So can Bey sell clothes? Uber just announced its best quarter ever and we’re crediting their success to “The Dara Doctrine.” And we think the most disrupted product in your home is… your TV. So we’re comparing the price of TVs to the innovation of TVs.
$ADDYY $UBER $LYFT
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2/9/2023 • 19 minutes, 34 seconds
🥡 “The 1st ever Eatable Ad” — DoorDash’s streaming meal. JPMorgan’s timber forest. ChatGPT’s zuck du jour
DoorDash and Roku just launched streaming food delivery because binging requires binging. JPMorgan (the bank) just bought 200K of trees (a forest) because money does grow on trees. And in the last 48 hours, three different companies have launched ChatGPT copycats — It’s not a Zucking, it’s a “Zuck du Jour.”
$DASH $ROKU $BIDU $GOOG $JPM
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2/8/2023 • 20 minutes, 8 seconds
📦 “Your storage unit is Hotel California” — The $11B storage war. Insta Founders’ anti-Insta app. Netflix’s sneaky car.
The most exciting real estate right now? Storage Units — and the #1 company just declared war on Wall Street. The co-founders of Instagram just launched their first app together since Instagram… and it’s the opposite of Instagram. And if you notice the same Chevy car show up in your Netflix shows, it’s not a coincidence: It’s Netflix’s new product placement biz.
$PSA $LSI $NFLX $GM $META
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2/7/2023 • 18 minutes, 55 seconds
🛒 “TJ’s Chicken fans have spoken” — Trader Joe’s Hall of Fame. Amazon’s plunger problem. Sony’s PlayStation 5 MVP
Trader Joe’s just unveiled its Hall of Fame of food because great brands have fans… and fans need nurturing. Forget Alexa — Amazon’s most exciting business is advertising, but too much ads erase customer love. And Sony just enjoyed $9B in annual profit thanks to PlayStation 5 and Larry David.
$SONY $AMZN
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2/6/2023 • 19 minutes, 57 seconds
BONUS #2 🍺 The Knight of Non-Alcoholic Beer: Bill Shufelt, Athletic Brewing Co-Founder & CEO
First, he was in finance. Then he got rejected by 100 investors. But now he’s raised $175M… and opened breweries on both coasts.
We just popped open cans from the largest non-alcoholic brewery in the US. CEO Bill Shufelt and his co-founder pioneered a non-alcoholic beer you’d actually want to drink — and it now controls over 50% of the alcohol-free craft beer market.
Bill sat down with us, over a few of his own non-alcohol beers, to tell his story in our 2nd Interview Pod. Cheers.
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2/3/2023 • 51 minutes, 15 seconds
🦇 “The hero Gotham deserves” — DC Comics storytelling. Peloton’s math flex. Zuck’s schmoozer-in-chief.
Warner Bros Discovery just unveiled its new strategy for DC Comics — because Batman’s jealous of Spiderman’s money. Peloton stock surged nearly 30% yesterday because it’s no longer a fitness company, it’s a math company. And Meta stock had its best day in a year after Zuck adopted a new role: Schmoozer-In-Chief.
$PTON $WBD $META
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2/2/2023 • 19 minutes, 45 seconds
🦤 “Jurassic Park… but make it real” — Colossal’s de-extinction biz. Starwood glamping Hotel. J&J’s Texas-Two-Step.
Colossal Biosciences is trying to bring back extinct species like the Wholly Mammoth — and that wild startup just hit a $1.5B valuation. Starwood is launching a glamping hotel brand because glampers tip well. And Johnson & Johnson tried to pull off the ol’ “Texas Two-Step”... but it failed.
$MAR $JNJ
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2/1/2023 • 18 minutes, 49 seconds
👟 “Just Tiff It” — Tiffany’s Nike collab. Hasbro’s toy hangover. TravelCenters’ electric gas station.
The latest celeb hookup? It’s Tiffany jewelry and Nike sneakers… and Wall Street looooves it. Hasbro just gave us an update on the Toy Economy: We’re suffering from a Toy Hangover. And TravelCenters of America is the largest truck stop in America, but it’s about to become the largest electric car station in America.
$NKE $HAS $TA $LVMUY
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BuzzFeed’s stock has quadrupled in two days on word it’s hiring robot writers… and that has us dreaming of a Facebook acquisition. American Express has a new strategy for its credit cards: Double-down on lounges — not just in airports. And we just got a hat trick of economic data for America - the soft landing could be in our future.
$BZFD $META $AMEX
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1/30/2023 • 19 minutes, 25 seconds
🧂 “Shots vs Sips” — Patron’s tequila moment. Universal’s adult theme park. Bank of America’s ugliest number.
Tequila is about to pass vodka as America’s #1 liquor — Because Patron turned shots into sips. Universal is opening a theme park in Las Vegas just for adults, because it’s a Jekyll-and-Hyde company. And if you have a checking account, you're going to want to hear this story: Bank of America lost $100B in deposits because of an interest rate.
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$BF $BAC $CMCSA
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1/27/2023 • 19 minutes, 56 seconds
👨🎤 “Belieber in Bieber” — Bieber’s $200M music sale. ChatGPT’s Wharton MBA. Tesla’s new growth mode.
Justin Bieber just sold all of his music for $200M to a Pure-Play Playlist Stock. ChatGPT just passed its biggest test yet: A Wharton MBA final exam. And Tesla’s most important earnings in years reveal it’s about to go into reverse — From profit mode to growth mode.
$SONG $BX $TSLA $MSFT
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1/26/2023 • 19 minutes, 55 seconds
🎸 “Justice for Swiftees” — Ticketmaster’s Senate grilling. Amazon’s $5 drug buffet. Brazil & Argentina’s joint currency.
Remember that Taylor Swift ticket fiasco? Welp, the US Senate just summoned Ticketmaster’s President to Washington for a grilling about the future of concert tickets. Amazon just launched a $5/month unlimited generic medication subscription — first they hook us, then they book us. And the presidents of Brazil and Argentina just announced plans for a joint currency - but Wall Street doesn’t believe it will happen.
$LYV $AMZN $USD
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1/25/2023 • 20 minutes, 12 seconds
🍫 “Addicted to chocolate” — Hotel’s Chocolat’s value. Away’s billboard luggage. Spotify vs Apple layoffs.
Chocolate is the newest addition to our recession-proof products list — because you’re addicted to it (literally). Away Luggage was crushed during the pandemic but is now living its best life thanks to Revenge Travel. And Google, Meta, Amazon, Microsoft, and now Spotify have all announced layoffs, but 1 Big Tech company hasn’t: Apple. So we found out why…
$SPOT $AAPL $WRBY $HCHOF
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The #1 app in America right now? It’s Temu — Because it’s pioneered the new trend of group shopping, or what we call “Flocking”. Uber is working with carmakers to design the first-ever ride-hail car. And P&G’s earnings show a potential inflection point in the fight against inflation: Us consumers are saying “no” to higher prices.
$PDD $UBER $PG
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1/23/2023 • 19 minutes, 31 seconds
📼 “The Boomer Tech Founder” — Netflix’s CEO exit. Canned Tuna’s turnaround. Morgan Stanley vs Goldman.
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Netflix’s co-founder is unlike every other tech founder — and yesterday the self-disrupting legend of a CEO stepped down. Millennials killed canned tuna fish, but now canned tuna startups are thriving. And we just saw the biggest flip in finance in years: Morgan Stanley is gold, Goldman Sachs is silver.
$NFLX $MS $GS
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1/20/2023 • 21 minutes, 27 seconds
🚫 “Kappa Kappa TikTok” — TikTok’s university ban. Party City’s balloon bankruptcy. Debt Ceiling drama.
If you go to college at the University of Texas or Auburn University, then you can’t TikTok – because it just got banned on campus wifi. Party City is filing for bankruptcy because balloons are its Keystone Product (but Helium is the Keystone Crusher). And you’re going to see a lot of chatter about the Debt Ceiling Drama today… because the Debt Ceiling Expires… today.
$PRTY $META $SPY
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1/19/2023 • 21 minutes, 57 seconds
🍷 “This better include a pre-nup” — Tinder’s $500/mo plan. China’s population problem. Mill’s trash innovation.
Match has a dating app problem: Half of its core Millennial users are married — So its solution is $500/month for Tinder++. For the first time in 60 years, China’s population fell last year, which transforms its economy from inevitable to unenviable. And Mill launched the newest Silicon Valley-backed smart home product… but it’s your trash.
$MTCH $GOOG
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California’s In-N-Out burger is finally expanding East of the Mississippi, so we jumped into the strategy behind the most-profitable patty in the big burger biz. Everyone’s talking TikTok and Instagram, but the real social media success story? It’s LinkedIn. And JPMorgan Chase embarrassingly spent $175M… on a fake startup.
$JPM $MCD $CMG $MSFT
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1/17/2023 • 21 minutes, 1 second
🏈 “82 of the top 100 TV broadcasts” — The NFL’s TV crown. Louis Vuitton’s real-life Succession. Climeworks’ earth-saving vacuum.
Of the top 100 TV programs of last year, 82 were NFL football games. There’s something strange going on at the largest luxury company on earth: LVMH’s CEO has made all 5 of his kids fashion house executives. And Climeworks just launched an earth-saving startup — A giant vacuum that sucks your carbon out of the air.
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$GOOG $AMZN $DIS $AAPL $NFLX $LVMUY
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1/13/2023 • 19 minutes, 50 seconds
🥸 “Bigger than iPhone” — Apple’s next big thing. Sephora’s anti-influencer. Goldman’s worst day.
Apple’s biggest new thing since the iPhone is reportedly launching this spring: Get ready for… iHeadset. Sephora is ending its Influencer makeup brand with Addison Rae because TikTok is magnificent for discovery but miserable for loyalty. And Goldman Sachs is cutting 3,200 employees, but that explains why your banker buddy Brad got such a big bonus.
$AAPL $GS $LVMUY
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1/12/2023 • 21 minutes, 8 seconds
🍆 “$746 to eat duck brains?” — Noma’s restaurant disruption. Rolls-Royce’s pimp my ride. Microsoft’s infinity stones.
Noma was crowned #1 restaurant in the world 5 times, but shockingly just announced it’s shutting because the fine dining business model is broken. For the first time ever, the average Rolls-Royce car sold for over $500K — because they’re not selling cars… they’re selling art. And Microsoft is going all-in on ChatGPT if it turns Bing into a Google-killer.
$BMWYY $MSFT $GOOG
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1/11/2023 • 20 minutes, 24 seconds
📚 “The ultimate plot twist” — Barnes & Noble’s revenge. Lululemon’s discounting death spiral. DoorDash’s downturn diva.
For the 1st time in a decade, Barnes & Noble is adding stores… and doing it by taking over shuttered Amazon stores. Lululemon plummeted 10% because its fanny packs on sale — which means it’s facing the Discounting Death Spiral of Death. And the entire gig economy from DoorDash to Uber just got upgraded because they’re all Downturn Divas.
$LULU $DASH $UBER $LYFT
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1/10/2023 • 19 minutes, 48 seconds
🥤 “The Switzerland of soda” — Dr Pepper’s mystery strategy. Delta’s free wifi wager. Your job’s sneaky non-compete.
Millennials are killing soda, except for one brand: Dr Pepper. Delta just launched free high-speed wifi in the air — it’s not a perk, it’s a signal. And when you got hired, we bet you signed a Non-Compete Agreement even if you didn’t realize it — Now the FTC is trying to kill noncompetes.
$KDP $DAL $YUM
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1/9/2023 • 20 minutes, 39 seconds
🦁 “Long Live The King” — The Lion King Musical’s record. Craft Beer’s flavor fatigue. Bed Bath & Beyond’s bankruptcy.
The Lion King Musical just had the best week of ticket sales in the history of Broadway — So we’re looking at the economics of the Broadway show. Craft Beer is the only area of alcohol whose sales shrank last year because you’ve got IPA flavor fatigue. And Bed Bath & Beyond stock just plummeted to under $2… so you better use that gift card fast.
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How well do you know this week’s Takeaways? Play the quiz, challenge a friend, get the best score yet…
$BBBY $DIS $SAM
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1/6/2023 • 19 minutes, 36 seconds
🚢 “I live on a cruise ship” — Storyline’s cruise condos. Tylenol’s cough cocktail. Roku’s binge TV.
You can buy a condo on Storylines’ new cruise ship — because it’s a floating town for full-time residents to live in… forever. Johnson & Johnson is loving this extra heavy cold, cough, and flu season — its Tylenol sales are powering its 60-year dividend dynasty. And Roku just launched its Roku TV, becoming the first end-to-end binge company.
$ROKU $JNJ $CCL
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McDonald’s just opened its first ever robot restaurant… and it will forever kill the “soggy fry problem.” Google just issued a “Code Red” warning about its most important product (when Google goes Code Red, we pay attention). And Tesla dropped 12% to start the year, and we can trace the fall back to a strange email we got from Tesla on December 23rd.
$MCD $TSLA $GOOG
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1/4/2023 • 19 minutes, 31 seconds
💏 “The NYE surprise hookup” — Netflix’s Nike kiss. Southwest’s dirty secret. Our 2023 stock market prediction.
The first surprise new relationship of 2023? Netflix and Nike — Workout and chill. Southwest suffered the worst airline breakdown in history because of its dirty secret: Technical Debt. And 2022 was officially the worst year for the stock market since 2008… so we’re looking ahead to 2023.
$NFLX $NKE $LUV $SPY
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1/3/2023 • 21 minutes, 11 seconds
BONUS 🔮 “Predictions Pod” — Our 3 Big Wishes for 2023
To end 2022, we whipped up our annual un-zuckably bold pod of the year — Our 3 big business predictions for 2023:
Budweiser should launch the 1st zero alcohol bar chain
Amazon should launch a theme park: AmazonLand
Nike should acquire Major League Pickleball
Yetis, these are bold, expensive, and kinda crazy ideas — but we really wish those stories would happen in 2023.
We’re back to our regular daily TBOY pods on Tuesday, January 3rd.
Until then, we’re dropping some more bonus material on Instagram @tboypod. if ya know, ya know.
Happy New Year! Celebrate the wins.
$BUD $NKE $AMZN
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12/26/2022 • 21 minutes, 9 seconds
BONUS 💝 “Best of 2022” — Our 3 Favorite Stories of the Year
From Zuckings to Suckflation, Smeals to Funa… it was a wild year. So we whipped up our 3 favorite business stories of 2022:
Airbnb became a Party Pooper with a Purpose
KFC created its 1st chicken nugget to capture your window of loyalty
Trader Joe’s launched a $9 facial sunscreen because everyone loves a secret
Follow The Best One Yet on Instagram @tboypod for more bonus material we’re dropping
Plus, look out for our next holiday Bonus episode… our 2023 Predictions Pod (spoiler: It’s The Best One Yet).
$ABNB $YUM $BX
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12/19/2022 • 19 minutes, 30 seconds
🎁 “Never ever pay $9.99” — The 99 shopping rule. Avatar’s $2B tickets. Taco Bell’s french fry strategy.
Macy’s first priced something $0.99 in 1880 in a catalog, now every retailer does — but that means they’ve rounded the price up, not down. Avatar 2 is Disney’s blockbuster of the year, but it’s probably not gonna make any money. And Taco Bell is adding french fries and breakfast in a head-on attack on McDonalds, which means we have a food fight coming.
$DIS $YUM $MCD $M
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12/16/2022 • 20 minutes, 32 seconds
🤶 “Mariah Carey Economics” — Oldies music valuations. Nuclear Fusion’s power. QuickBooks’ small biz secret.
Mariah Carey’s “All I Want For Christmas Is You” just hit number 1 on the Billboard top 100 chart (again) — So we’re looking at the Economics of Mariah Carey. Nuclear Fusion just had a technological breakthrough that could save the planet someday… and you’re the main investor in it. And the 1 winner in the FTX crypto downfall is: QuickBooks.
$SPOT $INTU
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More Americans skied last year than ever before — and Vail Resorts’ just told us its favorite kind of skier. Apple’s AirTag is supposed to track products… but they’re being used to stalk people too. Which shows the need for a Chief Evil Officer. And FTX’s Sam Bankman-Fried was arrested in the Bahamas, so we finally know his crimes (allegedly).
$MTN $AAPL $BTC
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The final episode of The White Lotus just happened, and it perfectly demonstrates HBO’s drip strategy. The top-selling food category this year? Snacks. But the top-performing food within that food category? Pretzels. And did ya notice a new car company called “KN”? That’s actually “Kia” and it was the biggest and strangest rebrand of 2022.
$WBD $NFLX $HSY $M $KRW
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Utah is America’s biggest sweettooth, which is one reason it’s home to Crumbl — the fastest-growing restaurant chain in the country. Lululemon trails only Nike in apparel, because investors want to play with Profit Puppies, not run with Revenue Rabbits. And Microsoft spent $69B to play a video game, but was just told to go to its room.
$LULU $MSFT
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Amazon’s newest product is a TikTok-style video shopping feed, but it’s not to compete with TikTok - it’s to compete with itself. Campbell Soup stock is up 30% this year thanks to Chunky Soup’s Madden strategy. And Dyson just revealed an air-filtering headset with noise cancellation, but it violates the fundamental rule of product design: You can make an ugly product, but you can’t make the person ugly.
$CPB $AMZN $AAPL
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We just calculated that Walmart lost $2.5B this year from shoplifting. The sports apparel brand Fanatics just hit a $31B valuation because it’s borrowing the business model of the New York Yankees. And AutoZone’s stock just hit an all-time high because America’s cars are acting like America’s grandmas.
$AZO $WMT
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12/8/2022 • 20 minutes, 21 seconds
🤖 “A robot wrote today’s episode” — OpenAI’s chatbot brain. Hot Pockets’ smeals. Slack’s rich vs. king.
ChatGPT is a new artificial intelligence chatbot that you can ask any question and it will give a human answer… so we asked it to write today’s TBOY episode. The hottest-growing food right now is “smeals” (snackable meals) — Smeals are a case study in “Category Design.” And Salesforce just lost another key executive (the founder of Slack) because CEO Marc Benioff can be rich or king (but you can never be both).
$SJM $CRM
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12/7/2022 • 21 minutes, 29 seconds
🍸 “Cocktail of the Year” — Espresso Martini’s gateway drink. College Football’s playoff penalty. Owen Corning’s coziest stock.
Orders for the Espresso Martini quadrupled in 2022, because it’s the ultimate gateway drink for the cocktail curious. College Football’s tripling the size of the playoffs, but it’s facing an ancient growth risk: Dilution. And just as it gets too cold, Owens Corning is a pure-play cozy stock.
$PRNDY $OC
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12/6/2022 • 21 minutes, 8 seconds
⌚ “Rolex or Folex?” — Rolex’s used Rolexes. The B-21 Bomber’s anti-war plane. Netflix’s preview club.
Rolex is launching its own certified pre-owned Rolex business because the trend is your friend. Northrop Grumman just unveiled the most expensive bomber plane in history, but it may end up being the cheapest, if you think about it. And feedback is a gift, so Netflix is expanding its not-so-secret Preview Club (no, we didn’t get invited either).
$MOV $NFLX $AMZN $NOC
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12/5/2022 • 20 minutes, 7 seconds
🐥 “Year of the Nugget = 2023” — Chicken’s price plummet. Loop’s baby rental. SBF’s Bystander Effect.
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Finally, the price of 1 thing in the economy has fallen — The Chicken Wing. FTX founder Sam Bankman-Fried is accused of fraud, yet he just sat down for an interview in a Shakespearean drama. And Loop just made a major hire for its baby gear rental company, but it has us wondering the ancient question: Rent or Buy?
$WING $CMG $BTC
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12/2/2022 • 21 minutes, 29 seconds
🎣 “Fishing Mecca” — Bass Pro Shops’ hotel. Tesla’s brand reversal. The Railroad Grinch.
The 7th biggest pyramid on Earth is actually in Tennessee, it’s a hotel, and it’s owned by Bass Pro Shops. Everyone's talking about Twitter and Elon, but what’s going on at Tesla? 3 bad things. And whether or not the Grinch steals Christmas comes down to 1 thing: The Railroad Strike.
$TSLA $CSX
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Budweiser’s beer was banned last second at the World Cup, so it’s giving the beer away to the winning country. The China protests are a threat to Apple more than any other company — Because China is home to iPhone City. And 400 Macy’s stores are now implanted with a tiny Toys ‘R’ Us store because Macy’s is the new mall.
$BUD $M $AAPL
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11/30/2022 • 19 minutes, 56 seconds
🐾 "My Frenchie’s got a fever” — Modern Animal’s vet. China’s paper protest. Frontier’s vacation subscription.
Chinese citizens are staging once in a generation nationwide protests — And China’s Zero Covid Policy is infecting the world’s economies. Modern Animal just raised $75M to make your dog stick its tongue out via text message. And Frontier Airlines just borrowed from the Olive Garden, offering an all-you-can-fly pass for $599.
$CHWY $AAPL $ULCC
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11/29/2022 • 18 minutes, 51 seconds
🏋️ “The $10 Gym Lie" — Planet Fitness’ perfect price. Toyota’s hybrid training wheels. Ernesta’s rug disruption.
Gyms are already at record highs in 2022 — and it’s partly thanks to Planet Fitness’ perfect $10 price. Toyota has a plan to remain the #1 car company on Earth: hybrids, aka electric training wheels. And the ex-CEO of Peloton is launching a new startup called Ernesta… because the rugs beneath your feet are littered with dust of disruption.
$PLNT $COST $PTON $TM
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11/28/2022 • 20 minutes, 58 seconds
🍳 “The All-you-can-eat T-Shirt” — Denny’s walking billboard. Disney’s Jedi CEO. Holiday spending, because jobs.
It’s our last pod until Monday, November 28th, so we’re looking at The Return of the Jedi in real life — 3 years ago, Disney’s Bob Iger quit, now he’s back as CEO. Breakfast icon Denny’s just launched a bottomless breakfast blouse that broke Black Friday: A $6 t-shirt worth 1,000 pancakes. And your wallet is smaller than last year, but thanks to jobs, experts think you’ll spend more on the holidays than last year (spoiler: It’s a “Santa Splurge”).
$DIS $DENN $WMT $AMZN $SPY
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11/22/2022 • 21 minutes, 45 seconds
🧀 “Revenge of Mac & Cheese” — Kraft’s nostalgia revival. Grindr’s 1st date. Elon’s $1B IOU.
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Kraft-Heinz is done with healthy and pivoting back to processed foods: Weiners, Mac & Cheese, and Lunchables are back thanks to The 80/20 Rule. Gay dating app Grindr didn’t just invent the Swipe — it just went public and the stock surged 500%. And Thursday was “The Elon Exodus” as 1,200 Twitter employees quit because they don’t want to work 24/7. But Elon’s focused on the $3M he pays in interest every day for his Twitter loan.
$KHC $GRND
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11/21/2022 • 19 minutes, 19 seconds
⚽ “The Anti-Ted Lasso” — Qatar’s World Cup. Starbucks’ biggest day. FTX’s Madoff moment.
The World Cup begins Sunday in Qatar, a nation of just 300k citizens (half of Vermont) — but it’s dropped $200B for 8 new stadiums. Starbucks’ busiest day of the year was yesterday’s “Red Cup Day”, because holidays beat habits. And FTX Founder Sam Bankman-Fried just admitted he’s a fraud, so we’re gonna play a little game: Lehman, Enron, or Madoff?
$SBUX $BTC $COIN
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11/18/2022 • 20 minutes, 50 seconds
🎟️ “It’s not me. Hi. I’m not the problem. It’s Ticketmaster” — Taylor Swift’s monopoly. Tom Ford’s $2.8B perfume. Samara’s tiny homes.
Taylor Swift’s concert tickets just broke TicketMaster — but the debacle also shows how TicketMaster’s monopoly frustrates everyone with fees. Tom Ford’s fashion house just sold for $2.8B to Estee Lauder because they like the smell of him. And the solution to the housing crisis? It may be the Airbnb Co-Founder’s startup for mini-homes designed to be built in backyards.
$LYV $ABNB $EL
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Stock of Tinder-owner Match is up 20% because, despite inflation, you’re paying a premium for dating apps — and that’s life-changing. Walmart surged 7% because it remembered how to bully suppliers. And BuzzFeed revealed that it snagged 151M hours of Zillennial attention last quarter, but not all eyeballs are equal.
$MTCH $BMBL $BZFD $WMT
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11/16/2022 • 19 minutes, 49 seconds
🧙♂️ “Killing the magic… of Magic” — Hasbro: The Gathering. Twitter’s fake Mario. Alexa’s nightmare dream.
Hasbro stock fell 10% because it’s messing with Magic: The Gathering. Twitter’s latest problem is fake-but-verified accounts (like Super Mario giving us the finger), which makes Twitter a dangerous place for brands. Amazon is reportedly laying off 10,000 people, mostly on the Alexa team — Another dream lost to a tech nightmare.
$HAS $AMZN $PEP $LLY
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11/15/2022 • 21 minutes, 2 seconds
🥨 “A Pod About Nothing” — Netflix’s Seinfeld strategy. Climate’s North vs South. ButcherBox’s bootstrapped brisket.
Season 5 of The Crown is getting all the buzz, but Netflix’s strategy is all about comedy series. The COP27 Climate Summit gave us a new financial framework to fix Climate Change: Northern Debt paying for Southern Credit. And ButcherBox does $600M in sales delivering meat to your door, because its business is as lean as prosciutto.
$NFLX $PEP
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11/14/2022 • 18 minutes, 16 seconds
⛄ “The Crypto Avalanche” — FTX shakes cryptoworld. Twitter’s LeBron James problem. Wall Street’s best day yet.
Forget Crypto Winter, we just suffered a Crypto Avalanche — Bitcoin, Ethereum, and all the crypto stocks are freaking out as FTX approaches bankruptcy. Elon’s latest Twitter moves: Fire employees, fire users, fire advertisers, and 1 LeBron James issue. And stocks just had their best day of the year because inflation finally started cooling.
$BTC $ETH $COIN $SPY
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11/11/2022 • 19 minutes, 9 seconds
🍿 “Work From Movie Theater” — AMC’s Zoom theater. Athletic Brewing’s non-alcohol. The Election’s cannabis bet
Our 3 business Takeaways from the election: Cannabis is down, Sports Betting is really down, and stocks love gridlock. Athletic Brewing just raised $50M from Dr. Pepper for a non-alcoholic beer party. And AMC and Zoom just partnered up for your new office space: Empty Movie Theaters.
$AMC $ZM $KDP $ACB $DKNG
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Bitcoin dropped 10% because of crypto’s 1st mega-merger: Binance and FTX. Sweetgreen’s newest product is a new dessert — but it’s really a recreation of an old dessert. And Carvana’s stock has plummeted 98% because it broke the #1 rule of sustainable growth: Hire Slow, Fire Fast.
$BTC $ETH $SG $K $CVNA
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11/9/2022 • 19 minutes, 46 seconds
🤑 “The Biggest Sports Bet in History” — Caesars’ $75M wager. Airbnb’s cleaning fee. Air Force One’s $2B plane.
The biggest winning bet in sports bet history? $75M on the Houston Astros… And it’s messing with Caesars' Casino stock. Airbnb is finally fixing up its Cleaning Fee Fiasco, because Happiness = Reality - Expectations. And Air Force One isn’t just the President’s Plane, it’s Boeing’s $2B Loss Llama.
$CZR $PENN $ABNB $BA
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11/8/2022 • 19 minutes, 24 seconds
🍸 “Liquor before Beer (literally)” — Bacardi’s beating Bud. Big Tech’s hoodie slump. The 3 P’s of Election Inflation.
For the 1st time since the saloon was invented, spirits are about to beat beer in America — and it’s thanks to innovations in Daiquiri deliveries. Twitter, Lyft, Stripe, and Amazon all just announced hiring firings or freezes, yet America added 261,000 new jobs last month? We’ve entered The Hoodie Recession. And since the #1 issue for voters in Tuesday’s election is Inflation, we’re whipping up the 3 reasons prices are rising: “The Three P’s.”
$BUD $STZ $TWTR $LYFT $AMZN
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11/7/2022 • 19 minutes, 42 seconds
🐯 “How to disrupt Pro Sports” — Tiger’s virtual golf. Etsy’s Mom & Pops. A self-charging car.
Tiger Woods, Rory McIlroy, and an Oscar-worthy lineup of celebs just invested in golf startup TMRW — Because now sports are getting disrupted. Etsy surged 15% because its craft sellers are too generous to raise prices. And Sono Motors in Germany just created something we’ve never seen before: A self-charging car.
$ETSY $MODG $TSLA
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11/4/2022 • 20 minutes, 7 seconds
🚫 “Should TikTok be banned?” — TikTok’s trojan horse. Tupperware’s leftover bite. The housing market’s fire.
The awkwardest question in business right now: Should TikTok be banned? Tupperware invented the leftover, but its stock just fell 40% because of philosophy. And buying a home is about to get even harder because the Fed raised interest rates again – To save the family, it’s burning down the house (Literally. Figuratively. Literally figuratively metaphorically).
$TUP $META
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Peyton and Eli Manning have retired from the NFL, but are thriving in Media — Because the Manningcast has high RoT (“Omahaaaaaa”). Uber just had its best quarter ever… because you’re moving and eating… and moving and eating… more than ever. And Pfizer just revealed that its Covid vaccine is a franchise — bigger than Star Wars and Marvel combined.
$UBER $DIS $PFE
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11/2/2022 • 20 minutes, 22 seconds
⚰️ “The Death Industry” — T-Swift’s casket startup. NYC Salary Transparency. Twitter’s wild weekend.
A coffin startup made a 2-minute cameo in a Taylor Swift video… because death is also a Profit Puppy. New York City just enacted its first pay transparency law (so, yeah, we basically know how much money you make). And the wildest place in business right now is Twitter Headquarters: “Finish this new tweet thing in 72 hours or you’re fired.”
$HI $MATW $TSLA
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11/1/2022 • 20 minutes, 26 seconds
🍫 “The $50B Kiss” — Hershey’s salty strategy. Amazon’s 3 shockers. ExxonMobil’s unsayable word.
Hershey chocolate stock is at an all-time-high right now thanks to 1 thing: The Salty Sweet Strategy. Amazon just told us you’re getting coal for Christmas — we found 3 shockers in their earnings to explain why. And Exxon Mobile refuses to say the word — “Record.”
$HSY $AMZN $XOM
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Elon’s Twitter acquisition closes today, so he showed up at Twitter’s Headquarters… holding a kitchen sink (literally). Coca-Cola just unveiled its #1 priority for 2023: Perfect the can. And Facebook-parent Meta just lost $80B of value in 24 hours because Mark Zuckerberg is CEO, B!#$%.
$TWTR $KO $META
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10/28/2022 • 18 minutes, 52 seconds
🌯 “Just a small town girl” – Chipotle’s village strategy. Mobileye’s chauffeur. UPS vs FedEx.
Chipotle just revealed that small towns are where it makes the most money (and fyi,, guac is now extra extra). In the first big IPO in months, Mobileye is trying to be your robot chauffeur. And UPS and FedEx are the perfect case study right now in what’s working and what isn’t: Managers.
$CMG $MBLY $UPS $INTC
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After 9 years of marriage, Adidas is breaking up with Kanye — and that’ll cost it $250M in unsold sandals. Weber Grills surged 30% because they may get acquired by that annoying guy at your backyard BBQ. And all that Google wanted to talk about in its latest earnings was short Shorts.
$ADDYY $WEBR $HA $AMZN $GOOG
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The Founder of Red Bull passed away, but he left us with the most powerful marketing strategy of our lifetimes. If you’re riding in an Uber today, you may notice something completely new while you wait for that Camry: Ads within Uber. And at a record time for underwear startups, Joyspun just launched — Except it’s already owned by Walmart and it’s already worn by 20% of American women.
$UBER $PEP $WMT
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Royal Caribbean is building the largest cruise ship in the history of the world, but the more interesting story is how they paid for the gigantic vessel. Apparently there’s a waitlist for $10,000 belts… because French fashion brand Hermes is in a different economy. And BMW’s next product isn’t a car — It’s part of the Battery Belt across America.
$CCL $RCL $HESAY $BMWYY
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10/24/2022 • 17 minutes, 47 seconds
🤠 “If the jeans fit, you must commit” — Wrangler’s Yellowstone face. Elon vs Bezos. Britain’s financial firing.
Tesla just had its most awkward earnings call ever, but the real story here is Elon Musk vs Jeff Bezos. British Prime Minister Liz Truss just resigned, losing to a head of cabbage — the reason? “It’s the Economy, stupid.” And Wrangler has a new marketing plan to sell you jeans, from watching Yellowstone to listening to jazz.
$KTB $TSLA $AMZN
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10/21/2022 • 18 minutes, 52 seconds
💵 “Why the rent is so damn high” — The Villain of Rising Rents. Krispy Kreme’s frenemy McDeal. Netflix’s binge defense.
If it feels like your rent is rising more than it should, it may have something to do with the startup Yieldstar. Krispy Kreme is now making donuts for McDonald’s — and it reveals a delicious quirk of Krispy’s business model. And what’s better: The Netflix episode deluge or the HBO episode drip?
$DNUT $NFLX $Z
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10/20/2022 • 19 minutes, 23 seconds
🤩 “Dopamine-driven compliment factory” — Gas app is #1. Airbnb’s crazy house fund. P&G’s celeb-flation.
The #1 app in the App Store over the weekend? It’s Gas, an app to give you constant compliments. Airbnb’s newest investment fund is for building insane houses shaped like potatoes, the Flintstones, and Pink Floyd albums. And we’ve identified a new variant of Inflation: Celeb-flation… when Tide hires rapper Vanilla Ice to make you pay more for laundry detergent.
$ABNB $PG $META
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10/19/2022 • 19 minutes, 23 seconds
🐟 “Revenge of the Funa Sandwich” — Subway’s resurrection. Ye’s Parler acquisition. China’s 5-yr plan.
Subway, the world’s largest sandwich chain, was sinking on a fake tuna controversy — So it threw the kitchen sink at the problem. After getting his Twitter account frozen, Kanye is now acquiring Parler… so now 5 men control our 5 speech platforms. And China just re-upped President Xi for another 5 years, so we’re looking at whether its economy will beat America’s.
$TWTR $META $MCD
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10/18/2022 • 18 minutes, 31 seconds
🎮 “Playstation on Wheels” — Sony’s 1st car. Krogertson’s $25B grocery run. Cathie Wood’s lost Ark.
The 1st tech company to release a car will *not* be Apple — It’s Sony. Cathie Wood’s legendary ARK fund just hit a major milestone that screams “Do Less.” And Kroger and Albertsons are merging into a mega grocery store for $25B, but the real story here is Walmart.
$SONY $HMC $KR $WMT $ARKK
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10/17/2022 • 20 minutes, 36 seconds
🥒 “Peak Pickle Pop?” — Pickleball’s like crypto. TripActions’ business trip. Inflation’s celeb moment.
Tom Brady. Brené Brown. A multi-billion-dollar hedge fund. They all have bought professional Pickleball teams — but we’re getting FOMO vibes. TripActions just hit a $9B valuation because business travel is getting regulated. And the Monthly Inflation Report just told us that nobody is listening to the Fed’s screaming.
$SPY $DAL $XOM $GIS
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10/14/2022 • 19 minutes, 53 seconds
🩳 “Mommmm, can I get this?” — Hollister’s parent trap. Puttshack’s adult mini-golf. Facebook’s $1,500 headset.
Hollister just fixed the #1 barrier to Kid-commerce: How to get mom’s credit card. Puttshack just raised $150M to keep growing its mini-golf / restaurant/night club. And Meta just unveiled its Virtual Reality goggles, but the real surprise was who joined Zuck on-stage.
$ANF $BOWL $MODG $META
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We’re jumping in TBOY style to the most important chain in the country right now: Spirit Halloween — they make $600M in 2 months (scary). Delta just invested millions in a flying airport taxi called Joby, because first impressions are worth it. And TikTok’s job website reveals that they’re about to take on… Amazon.
$TGT $HD $DAL $JOBY $AMZN
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10/12/2022 • 19 minutes, 14 seconds
😶 “The Great De-Yeezy-ing” — Kanye’s Insta-exit. Netflix’s movie theater. Ben Bernanke’s Nobel Prize.
In 72 hours, Kanye West said enough stuff to get blocked by social media — but the Ye drama really reveals Elon’s future for Twitter. Netflix just announced their biggest movie of the year will debut… in theaters? (*checks notes*) Physical movie theaters. And the award for Nobel Prize in Economics goes to: Ben Bernanke and his beard — For an essay in 1983 that saved us in 2008.
$NFLX $AMC $META $TWTR $SPOT $AAPL
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10/11/2022 • 19 minutes, 33 seconds
🪴 “Pardoned but still cuffed” — Marijuana’s financial crime. Handbag alt-vestments. YouTube’s thumbnail secret.
Weed stocks just had their best day in 3 years because President Biden loosened the financial handcuffs. Handbags are the hottest alternative investment, because the marketplace for secondhand Gucci is easy and online. And YouTube legend MrBeast revealed the secret to YouTube: The Thumbnail.
$CGC $TLRY $GOOG $REAL $LVMUY
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10/10/2022 • 19 minutes, 11 seconds
BONUS #1 🔥 The Inventor of Virality: Jonah Peretti, Buzzfeed Founder & CEO
In our first TBOY interview, we chat with the Founder and CEO of Buzzfeed, Jonah Peretti. Buzzfeed was the first media company built on virality, harnessing the power of the internet to scale humor, joy, news… and a listicle on which Disney princess you are. But before Buzzfeed went public for $1.5B in 2021, Buzzfeed really began when Jonah was a student and turned a sneaker email with Nike into the 1st viral sensation. So we’re whipping up the Takeaways with Jonah on why something goes viral, what it says about our own psychology, the meaning of humor, Millennials vs Gen Z, what would surprise us about Buzzfeed, how the media industry is like a musical concert — and how he’d host a dinner sitting between Mark Zuckerberg and Rupert Murdoch.
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10/8/2022 • 48 minutes, 38 seconds
🏅 “The Drive-Thru Awards” — Chick-Fil-A’s happy meal. Peloton’s death threat. The Housing Market’s new winner.
Drive-Thru lanes are now a whopping ⅔ of all fast food orders, and we just got the report on who’s #1 and who’s dead last. The Housing Market just made a change we’ve never seen before: It’s no longer a Seller’s Market… but it’s not a Buyer’s Market either… it’s No Man’s Land. And Peloton’s CEO just said something we haven’t heard a CEO say — The company has 6 months. *6 months*. That’s it.
$WEN $MCD $PTON
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10/7/2022 • 19 minutes, 55 seconds
🏎️ “The rich don’t retreat” — Ferrari’s recession shield. OPEC’s new American tax. Crocs’ Hey Dude shoes.
Ferrari just unveiled its first SUV, starting at $400K — because Ferrari is “as recession-proof as it gets.” OPEC just cut oil production in order to jack up the price, because we all pay a gas tax to Saudi Arabia. And the fastest-trending shoe in America isn’t Crocs anymore, it’s Hey Dude… so Crocs acquired Hey Dude for $2.5B.
$RACE $CROX $XOM $CVX
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Remember yesterday when we said Elon Musk is always in the news 3 days in a row? Now the Tesla CEO has changed his mind and offered to buy Twitter for his original price of $44B. Liquid Death just hit a $700M valuation for canned water that tastes like an Iron Maiden tattoo (but is it their Macarena Moment?). And Credit Suisse is getting all the attention this week, but for the wrong reason: Investors are getting Lehman Brothers vibes.
$TWTR $CS $KO
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10/5/2022 • 19 minutes, 22 seconds
🤖 “Elon built a robot” — Tesla’s humanoid robot. Kim Kardashian’s crypto fine. InnovaFeed’s insect meat.
The newest product from Tesla isn’t a car… it’s a humanoid robot for your home. Kim Kardashian was just fined $1.2M by the SEC for an Instagram post about crypto because click-bait can create students. And Innovafeed is mass-producing flies… to feed animals… to feed you
$BTC $ETH $TSLA
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10/4/2022 • 20 minutes, 30 seconds
🍭 “What Gen Z Wants (Candy & Cash App)” — The Zillennial Report. Nike’s too-much-Nike problem. Facebook’s death spiral.
We just got the report on what brands Gen Z likes… and the shocker is how it’s the opposite of Millennials (can we still say Zillennials? TBD). Nike shares dropped 10% Friday because it’s got too many Nike shoes — so we’re preparing for a Christmas of discounts. And guess which company is #499 in the S&P 500 this year? It’s Meta. Because Facebook is facing the Death Spiral, but we may have a solution.
$NKE $META $SQ
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McDonald’s (finally) unveiled the Adult Happy Meal because: Nostalgia Never Dies. LEGO is the biggest toy company on earth because it’s figured out how to out-fun Hasbro and Mattel. And Hurricane Ian has caused an estimated $40B of damage, but we think the smallest number is the scariest: Six.
$MCD $HAS $MAT
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Lyft’s stock has dropped so much, it may be thinking about the A-Word: Acquisition (“Lyft and General Motors, sitting in a tree, M-E-R-G-I-N-G”). Dude Perfect is a team of YouTube stars online, but they’re now opening the first ever Influencer Amusement Park in real life. And Biogen’s stock gained $11B of value in one day because it’s latest drug is a huge hope for Alzheimer's sufferers.
$LYFT $GM $BIIB $GOOG
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9/29/2022 • 20 minutes, 20 seconds
🍕 “Pizza is always trending” — Domino’s pizza non-fatigue. US Dept of TikTok. Harley’s 1st eHog.
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To deal with the Chinese threat of TikTok, our government just came up with an idea: Oversee them with The Department of TikTok. Domino’s stock got upgraded on data that “Pizza Fatigue” isn’t real (aka you always eat pizza). And Harley-Davidson just launched the 1st ever pure-play electric motorcycle stock… but they don’t know who the customer is.
$DPZ $HOG $LVWR
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9/28/2022 • 19 minutes, 31 seconds
🥩 “The Plant-Based Myth” — Beyond Meat’s virtue issue. Hopper’s vacation game. The British Pound’s opposite day. Episode for Sep 27, 2022
Beyond Meat just sank to an all-time low after a new survey revealed a problem with plant-based meat: You think it’s lying. Investors are literally treating England like an Emerging Market — so the British Pound is the weakest it’s ever been. And Hopper is now the most-downloaded vacation app in the US because its new strategy is to pay you to party in Mykonos.
$BKNG $BYND $GBP
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9/27/2022 • 19 minutes, 59 seconds
🏈 “7 years younger” — Amazon’s football stats. Polaroid’s musical pivot. Steelcase’s ultimate office stock.
Big Tech is gang-tackling the NFL: First Amazon won Thursday Night Football, now Apple owns the Super Bowl Halftime Show. Camera icon Polaroid just pivoted from cameras to speakers, but the real product it’s selling is an emotion. And Steelcase is #1 in office chairs for your butt, but it needs offices to get fun fast for it to survive.
$AAPL $AMZN $SCS
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Walmart has whipped up a solution to the “Ugly Underbelly of Ecommerce”: it will come directly to your door to pick up your returns. Is Block, the owner of Cash App, so into Bitcoin that it’s blinded by its own laser eyes? And the newest gold rush isn’t gold… it’s Lithium.
$BTC $SQ $WMT
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9/23/2022 • 19 minutes, 54 seconds
😬 “The Snaggletooth Stock” — SmileDirectClub’s matrix. Spotify’s spiderweb book. The Fed’s game of chicken.
Millions of Americans’ pandemic secret was those invisible adult retainers — but SmileDirectClub stock has now fallen 95%. Spotify finally launched audiobooks because nothing feels sticker than Charlotte’s Web. And the Fed just raised interest rates by a record amount for a 3rd time in a row, because someone’s gotta blink first.
$SDC $SPOT $SPY
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9/22/2022 • 18 minutes, 52 seconds
💄 “$3 for life” — Elf’s sacred makeup. Peloton’s rowing revenge. Big Tech’s M&A R&D.
Peloton finally launched its new rowing machine… for $3,200… because “Health & Wellness” is now “Wealth & Wellness.” Elf Beauty will never change the price of its $3 lipstick because of Costco’s $1.50 hot dog deal. And in a 2-year period, Big Tech acquired 175 companies — because you need both a farm system and free agent signings.
$ELF $PTON $AAPL $AMZN
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9/21/2022 • 18 minutes, 19 seconds
☄️ “Party in my Space Suite” — Hilton’s outer-space hotel. Uber’s hack job. The mall’s bicep hero.
The #1 way to save your sinking local shopping mall? The gym (Barry’s Bootcamp is the new Bloomingdale’s). The newest company to jump into the space race is… Hilton Hotels. And first Uber was hacked, then the Grand Theft Auto video game got hacked, and it’s all because of a teenager and a text message.
$HLT $SPCE $UBER $TTWO $PLNT
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9/20/2022 • 18 minutes, 45 seconds
💍 “#BamaRush Made Me Buy It” — Kendra Scott’s jewelry. FedEx’s concert problem. Ford Mustang’s dealer deal.
Kendra Scott jewelry is now worth billions because she focused on college football — Alabama earrings, not New York necklaces. You can blame 1 company for the latest stock drop: FedEx. And Ford’s newest Mustang reveals a dirty secret about the car industry…we call it the Dealership Tax.
$F $FDX
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9/19/2022 • 19 minutes, 56 seconds
🐸 “Stop scanning my mangoes” — Self-Checkout’s leapfrogging. New York Times’ mealkit. Adobe’s $20B acqui-baby.
It’s not just you… The number of self-checkout machines have doubled in grocery stores, but they’re also facing “The Leapfrog Effect.” The New York Times’ newest product isn’t a newspaper, it’s a meal kit. And Adobe just dropped $20B to acquire website design startup Figma, because it’s a digital thing making digital things (for digital things).
$NYT $ADBE $WMT
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After a $13B deal, NFL football begins on Amazon tonight, streaming exclusively for the 1st time ever - because football is the holy grail. The founder of Patagonia just gave away his $3B baby - the ultimate mission statement. And your weekend Amtrak right might get canceled because the Railroad strike reveals how much we rely on Railroads.
$AMZN $CSX
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9/15/2022 • 19 minutes, 38 seconds
🚴♀️ “eBikes are the new Pickleball” — Electric Bikes’ subsidy moment. Starbucks’ hacienda loyalty. Kellogg’s inflated water cereal.
Yes, you’re noticing more electric bikes on the streets — Because e-bikes just beat road bikes. Starbucks just unveiled the future of loyalty at its annual investor day and here’s the strategy: Send you to a hacienda in Costa Rica to sip on the good stuff. And Kellogg just unveiled a cereal that doesn’t take milk, it takes water — And that “water cereal” explains why stocks just had their worst day in 2 years.
$K $SBUX $BRDS
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9/14/2022 • 19 minutes, 47 seconds
👗 “Dressed to Party… at Work” — Rent The Runway’s bleisure. Crypto’s merge madness. Facebook’s #FaceFail
Noticed that Bitcoin and Crypto buzz? It’s because this week is Crypto’s biggest day of the year: We explain The Ethereum Merge. Rent The Runway’s is hopeful because you’re going back to the office… with a fabulous new wardrobe. And over the weekend, a Meta employee accidentally left a top-secret VR headset in a hotel room… we break down what it means.
$ETH $BTC $RENT $META $AAPL
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9/13/2022 • 19 minutes, 22 seconds
🟢 “Who’s the green text?” — Apple’s iMessage bullying. MrBeast’s burger strategy. Restoration Hardware’s private hotel.
If you’ve ever had that guilty feeling of being the green text on an iPhone text chain, then this pod is for you: Apple and Google are battling over message bullying. MrBeast is officially the world’s top YouTube creator, but now he’s pivoting to hamburgers. And Restoration Hardware just launched a hotel for its fancy furniture — But do not call it a hotel.
$AAPL $GOOG $RH $MCD
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9/12/2022 • 20 minutes, 56 seconds
🛥️ “I’m on a boat” — MasterCraft’s starboard stock. OpenTable’s revenge dining. AMC’s monkey money.
MasterCraft, the boat company, just enjoyed its most profitable year ever, but it’s worried about 2 things: Golf and Netflix. If you can’t get a dinner reservation this weekend, it’s because OpenTable just told us restaurant revenge reservations hit their highest level ever. And Regal Cinemas just went out of business because it couldn’t get its hands on Monkey Movie Money.
$AMC $MCFT $BKNG
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Apple didn’t invite us to its huge annual product event (again), but it all came down to our Takeaway: while tech is focused on virtual reality, Apple’s focused on real life. Instacart’s newest strategy to get you grocery shopping is celebrity orders, like the pre-filled cart for Lizzo’s fave cherry cobbler. And the most popular work concept right now is Quiet Quitting… but the numbers show it’s not exactly what you think it is.
$AAPL $WMT
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You thought buying a Porsche was expensive? Porsche is going public at an $84B valuation because Porsche mastered “The Porsche Principle.” The fastest growing coffee chain right now is Blank Street Coffee because their master plan is to be the best coffee… by not being the best coffee. And one of the top Googled search terms in Germany right now is “firewood” because frenemies are breaking up — Russia is cutting off Europe’s heat.
$SBUX $VWAPY
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While we were on vacation, we noticed that the #1 beach chair (by far) is made by one company… yet they don’t even make the product: Tommy Bahama. Amazon’s Lord of the Rings competed head-on with HBO’s House of Dragons — Amazon won, but its ratings may change ratings forever. And Kanye West is having a very public fight with Adidas because you live by the influencer and you die by the influencer.
$COST $AMZN $OXM $GPS $ADDYY
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9/6/2022 • 22 minutes, 53 seconds
🎤 BONUS: “An interview… with us” — Nick & Jack interviewed by Colin & Samir.
We’re on vacation until Tuesday, September 6th, but we decided to whip up a Bonus Episode for ya. Earlier this summer, we sat down with Creator Economy gurus Colin & Samir to discuss the story of how The Best One Yet became The Best One Yet. So we’re sharing this as a bonus episode to you in case you want more TBOY while we’re off. See you in a week.
Celebrate the wins,
Nick & Jack
FYI: You can check out more from Colin & Samir’s podcast here: https://podcasts.apple.com/us/podcast/the-colin-and-samir-show/id1379942034
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8/29/2022 • 49 minutes, 43 seconds
🐉 “Games of Thrones vs Lord of the Rings” — Biggest Budgets Ever. Estée Lauder’s Lipstick Index. Manchester United’s Mis-Valuation.
Game of Thrones and Lord of the Rings are about to drop new series with the biggest price tags in entertainment history: $40M per episode… and that budget explains everything. Estée Lauder’s lipstick sales reveal a problem with the whole economy. And Manchester United may be the most undervalued sports team on Earth.
$MANU $EL $AMZN $WBD
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Target revealed it’s already selling its 1st Halloween items (in the summer) because it's focused on the 80/20 Rule. Private Jets, from Taylor Swift’s plane to Wheels Up’s stock, are having a moment as travel becomes country-club-ified. And the Calm meditation app is still making money even though you stopped meditating, because its sneaky sales strategy.
$TGT $UP $UAL
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8/18/2022 • 19 minutes, 12 seconds
🧀 “1 Veltini with 2 olives” — Velveeta’s stunt strategy. Los Angeles’ savior stock. Walmart’s Spongebob halo.
Velveeta is the one Pandemic product that keeps on winning because the melty cheese pivoted from ads to stunts. Walmart’s earnings pulled up the entire stock market yesterday, but the real story is Walmart’s happy halo of MTV, Nickelodeon, and Star Trek. And Los Angeles is running out of water, but there’s hope in 6 salty stocks that could save Santa Monica.
$KHC $WMT $GE $BIP
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8/17/2022 • 19 minutes, 24 seconds
🦄 “The 2nd Coming of Adam” — WeWork’s unicorn surprise. SoulCycle vs Peloton. Clear’s airport penguin.
WeWork co-founder Adam Neuman is back and riding a brand new unicorn… His startup Flow is already worth $1B (and it’s just a website). SoulCycle is pulling a move out of Mean Girls to troll Peloton, but they’re both suffering from the dreaded “F’s.” And the worse your airport travel, the better it’s been for Clear’s stock — because Clear solved The Penguin Problem of Platforms.
$YOU $WE $PTON
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8/16/2022 • 20 minutes, 42 seconds
🩲 “The Undies Economy” — Parade’s $200M underwear. Cable TV’s grandma fee. Rivian’s Indonesia problem.
Tech stocks are down, so Venture Capitalists are jumping into your underwear. Charter Communications is a case study in Cable TV’s strategy: For every Grandkid lost to cord-cutting, squeeze more from Grandma. And Rivian’s electric trucks lost nearly $2B in just 3 months, but its real problem is a certain mineral in Indonesia.
$RIVN $TSLA $VSCO $CHTR
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Disney just won the game of thrones — it passed Netflix in streaming subscribers. Domino’s made a bold bet to expand to Italy… but now it’s quietly exiting without telling anyone (pie-rish exit). And Planet Fitness’ earnings reveal that its favorite piece of equipment is the Price Pole — Because right now you’re sliding down it.
$DIS $NFLX $DPZ $PLNT
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8/12/2022 • 19 minutes, 32 seconds
🏀 "The $500M High School Jock" — Overtime Sports's teenager league. Sweetgreen's missing salad. Inflation's celebrity report.
What if we told you that venture capitalists and NBA players and Venture Capitalists just poured $100M into a sports league purely for high school kids? (They did). Sweetgreen just revealed that it’s so focused on making scalable salads that it forgot to do 1 thing: Make something else. And for the first time in years, prices actually went down - Because Inflation is a Self-Fulfilling Prophecy.
$SG $XOM $CVX
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8/11/2022 • 20 minutes, 20 seconds
🤮 “The Rent Is Too Damn Higher” — Housing’s spillover effect. Lyft’s backseat tablets. Videogames’ 1 step backward.
If you're worried your Landlord is about to jack up your rent, it’s because they probably are… and it’s because of the Spillover Effect. Lyft is tired of just driving you around, so it’s launching a media arm and in-car screens (Spoiler: you can change the music without asking the driver). And the maker of Grand Theft Auto just revealed that video games miss you — In fact, the entire video game industry has taken 2 steps forward, 1 step back.
$LYFT $TTWO $MSFT
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8/10/2022 • 19 minutes, 49 seconds
💰 “Lean Media gets Fat Checks” — Axios’ bullet point. The Climate Bill’s Tesla goal. Oatly’s martyr milk.
Help create the next Tesla: That’s the goal of the biggest climate bill in the history of the climate, which just passed. Newsletter startup Axios just sold for $525M because Lean Media gets Fat Checks. And Oatly sales keep pumping, but its stock isn’t because it may be the Martyr of Alt-Milk.
$OTLY $TSLA
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8/9/2022 • 18 minutes, 53 seconds
🦇 “Batgirl For Never” — DC Comics’ cancellation. Colleges’ merging. Amazon’s iRobot deal.
Batgirl has already cost $90M to film and produce, but it was still canceled last week because Warner Bros hasn’t figured out “The Franchise Formula.” Forget ‘Bama Rush videos (#RollTideTok) — The newest trend on college campuses… is mergers and acquisitions. And iRobot is getting acquired by Amazon for $1.7B because there’s no data more powerful than a map… that your vacuum learned by vacuuming.
$IRBT $AMZN $WBD
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Starbucks served up record sales thanks to 16-year-olds ordering insanely complex cold drinks. TikTok noticed a funny thing you do when you’re on TikTok, so it just trademarked the term “TikTok Music” (heads-up, Spotify). And Ford just revealed that 70% of the buyers of the new Bronco weren’t Ford customers before… we think Bronco is the Jeep-killer.
$SBUX $SPOT $F $STLA
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If you’re traveling right now, did you have to pay extra to use the pool? We gotta introduce you to… Suck-flation. Your beer choices are messing with Molson Coors: You either got a premium brew or whatever can is cheapest. And Robinhood is letting go of 23% of its workers because price isn’t a competitive advantage.
$TAP $HOOD $MAR
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8/4/2022 • 16 minutes, 55 seconds
💃 “The Wedding Crasher outfit” — Abercrombie’s perfect dress. Taiwan’s most important company. Boatsetter’s Airbnb-share.
Abercrombie’s best-selling product right now isn’t a cologne, a polo shirt, or cargo shorts: It’s a $100 wedding dress. You’ve probably heard Nancy Pelosi is visiting Taiwan, but it’s also the home of the most important company in the world. And Boatsetter just raised $38M so you can Airbnb a boat — because Airbnb’s blindspot is the starboard bow.
$ANF $ABNB $TSM
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8/3/2022 • 18 minutes, 31 seconds
⚡ “Big Drink Energy” — Celsius’ Pepsi deal. Bird’s Millennial scooter. GM’s White House meeting.
Bird Scooters has become a penny stock because VCs aren’t paying for half your ride anymore. Pepsi is investing $550M into Celsius Energy Drinks, and it’s getting the friends & family discount. And one company visited the White House more than any other in the last year: General Motors. And it just might pay off with a huge climate deal.
$BRDS $UBER $CELH $PEP $GM
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Apple just hired a Lamborghini vet… and we think Car Play is Apple's Trojan Car Horse. BeReal is #1 overall in the App Store right now — so naturally, Facebook is zucking it. And TicketMaster just sold tickets to a Bruce Springsteen concert for over $5,000 and fans are angry — because Dynamic Pricing is Born to Run.
$AAPL $LYV $META
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The biggest business battle of the summer may be over a $9 bottle of Trader Joe’s sunscreen (vs Supergoop). JetBlue just acquired Spirit Airlines so we’re breaking down why we’ve ignored the last 97 headlines about it. And yesterday the government said we’re in a Recession… but the day before that they said *no* Recession… because this is the first-ever Anti-Recession.
$BX $JNJ $BAYRY $JBLU $SAVE
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7/29/2022 • 19 minutes, 25 seconds
🌮 “RIP: Choco Taco” — Unilever’s Thin-flation. Puma’s 5th sport strategy. Chips’ love moment.
Puma gets no attention as the 3rd biggest sports apparel company, but it’s winning by playing where others don’t want to. Choco-Taco is considered by many the greatest ice cream invention of all time, but it’s now been discontinued. Don’t blame Inflation, blame Thin-flation. And the Senate just passed the biggest chip deal since the computer, because we’re in a “legs race” against China.
$UL $PUMSY
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We’re witnessing the most existential zucking of our time: Instagram is copying TikTok (and the Kardashians are really unhappy about it). For years, the only way to get Glossier’s lip gloss was at Glossier, until now — Glossier is coming to Sephora’s 2K stores. And Russia’s economy seems to be doing okay since the war started… except Russia’s economy is 1 big lie.
$META $LVMUY
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7/27/2022 • 18 minutes, 10 seconds
🎀 “The secret sauce to Pink Sauce” — Pink Sauce’s growth hack. Marvel’s superhero ROI. Weber’s broken grill.
Pink Sauce has gone viral, but its growth hack was not explaining what it is. At Comic-Con, Disney revealed 2 more phases of its Marvel Cinematic Universe — we think it’s one of the greatest acquisitions of all time. And summer is peak-season for lighting up Weber Grills, yet Weber stock just plummeted 16%.
$DIS $WEBR $KHC $SPY
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Mattel sales jumped thanks to Hot Wheels, but its newest toy partner is… Elon Musk’s SpaceX. A Coinbase product manager was charged with the first ever insider trading for crypto. And Snapchat’s earnings just screamed “Recession,” but then American Express screamed “No Recession” — So we’re going Snap vs AmEx.
$COIN $BTC $MAT $SNAP $AMEX
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7/25/2022 • 19 minutes, 7 seconds
🫁 “Bezos harvested my kidney” — Amazon’s One Medical catchup. FaZe Clan’s video gamer stock. AT&T’s phone-bill fiasco.
FaZe Clan is a video game team that now has a publicly traded stock. Amazon just jumped into your doctor’s office by acquiring One Medical (“paging Dr. Bezos”). And AT&T stock had its worst day in 20 years because you paid your phone bill a day late… and so did everyone else.
$FAZE $ONEM $AMZN $T
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7/22/2022 • 19 minutes, 16 seconds
🥿 “I love your mules, dude” — Mule’s comfort economy. Amazon’s fake weeding. Fusion Nuclear’s hail mary pass.
Amazon is suing the people behind 10,000 Facebook Groups for their fake review schemes because we all pay the Bot Tax. Mules shoes have jumped from women’s fashion to men’s, because under every active fad is a sleeping trend. And yesterday, air conditioner stocks popped because they’re the duct tape of Climate Change. Today, we’ve found the Hail Mary of Climate Change… It’s known as Fusion.
$FL $AMZN $CROX
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7/21/2022 • 18 minutes, 28 seconds
🐔 “Nuggets 4 life” — KFC’s Window of Loyalty. Air Conditioner’s duct tape. Netflix’s stoooooop.
KFC is launching their first chicken nugget in their 92 year history — because the window for their chicken loyalty is closing fast. With extreme heat ravaging Europe, people are turning to climate change duct tape: Air Conditioners. And Netflix’s shrinkage continued for a second-straight quarter, so it should initiate Code Red: Make Fewer Shows.
$YUM $NFLX $CARR
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7/20/2022 • 18 minutes, 45 seconds
🐟 “The Barbra Streisand of Tuna” — Subway’s funa sandwich. Snapchat’s zoom-eater. Delta’s lost bag flight.
A judge just ruled that Subway can be sued over its tuna sandwich… So it’s time to discuss “The Barbra Streisand Effect.” After 10 years, Snapchat just launched on a web version — and it’s a Zoom-eater. And airline’s just reported earnings, which can be summed up with one single flight: Delta flew a plane from London to Detroit only filled with lost bags.
$SNAP $DAL $UAL $AAL
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7/19/2022 • 20 minutes, 29 seconds
🐝 “BeyTok” — Beyonce’s TikTok. Wordle’s board game. Big Tech’s fear managers.
Beyonce has finally joined TikTok, but the real story here is how TikTok’s beating Google. The NYTimes and Hasbro are turning Wordle into a physical board game, because they’re playing chess while their copycats play checkers. And Big Tech’s management style is taking a page from old school Jack Welch: Less “Cool Mom,” more “Hunger Games.”
$HAS $NYT $GOOG $META
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7/18/2022 • 18 minutes, 24 seconds
🦸♂️ “Ironman… In Real Life” — The Tony Stark startup. Coors Light Super Bowl. BMW’s heated seat fee
Budweiser was the exclusive beer sponsor of the Super Bowl until today — and that made Molson Coors the most creative beer in advertising. The founder of Oculus has a new plan: Become Iron Man (he’s pulling a Tony Stark in real life). And if you enjoy the heated seats in a BMW, you’re gonna have to pay extra for them… because BMW is jumping into Fee-tail with a Fee-ocracy.
$TAP $BUD $BMWYY $META
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7/15/2022 • 18 minutes, 12 seconds
😘 “Welcome to Super Elite Hottie Club” — Tinder acquires The League. Sports mascots’ big money. Inflation myth-busting.
Tinder just acquired a dating app so exclusive, we couldn’t even jump in TBOY-style — Because dating isn’t about love, it’s about time. Ducks… Cavemen… and the Geico Gecko… There is a secret strategy behind insurance mascots and sports. Inflation just hit a level so high, we’re going full myth-busters on how we can lower gas prices.
$MTCH $KHC $BRK.A $PRU\
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7/14/2022 • 18 minutes, 30 seconds
🎹 “Wordle… but for Bohemian Rhapsody” — Spotify’s trivia acquisition. Pepsi’s double-dipped chip. Dollars vs Euros.
Trivia: What startup did Spotify just acquire? Answer: A music trivia game that rhymes with Wordle (because “discovery” is audio’s biggest problem). Pepsi just revealed a shockingly strong quarter because it’s double-dipping its chips — and we’re letting them do it. And American tourists traveling to Europe are about to enjoy 18% off everything, but there are 2 sides to every coin (literally).
$PEP $SPOT
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7/13/2022 • 18 minutes, 17 seconds
🪳“Twitter has termites” — Elon’s $44B excuse. Truff’s hot sauce $trategy. Uber’s secret files.
Elon Musk is canceling his deal with Twitter and here’s how we’re visualizing it: A house with termites. Truff created the most expensive hot sauce on earth, and it’s because Truff created an Instagram handle before it created a sauce. And 124,000 pages of secret Uber files just leaked that reveal just how dirty Uber’s “Move Fast & Break Things” Playbook got: “We’re illegal.”
$UBER $KHC $TWTR $TSLA
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7/12/2022 • 20 minutes, 56 seconds
🌭 “The world’s cheapest wiener” — Costco’s hot dog strategy. SpaceX’s 1st yacht. HBO’s ad-pology.
The price of everything is going up… except for the $1.50 Costco Hot Dog & Soda combo (because the co-founder will kill the CEO if it’s a penny more). HBO just made one of the biggest changes in TV ad history: Commercials you won’t hate. And SpaceX just launched wifi for yachts because it’s building Invisible Infrastructure.
$COST $WBD $TSLA
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7/11/2022 • 20 minutes, 33 seconds
😈 “Radio$#@&k” — RadioShack’s vulgar strategy. Virgin Galactic’s mothership. The end of online returns.
RadioShack went bankrupt 7 years ago, but its Twitter account has never been more alive. Virgin Galactic figured out how to financially get you into space: The Mothership. And if you try to return that turtleneck to Target, they don’t want it back — just keep it. It’s the end of online returns.
$SPCE $BA $TGT $WMT
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7/8/2022 • 19 minutes, 13 seconds
🧸 “40-year-old Lego master” — The Kidult toy economy. The Amazon GrubHub sweetener. The major questions doctrine.
The fastest growing segment in toys… is grownups (we’re talking middle-aged fans of Legos, scooters, and dolls). Amazon just invested in GrubHub to add food delivery to Prime because nothing’s stickier than a few sweeteners. And last week the Supreme Court reached one decision that affects every industry in the US: “The Major Questions Doctrine.”
$MAT $HAS $JTKWY $AMZN
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7/7/2022 • 19 minutes, 5 seconds
🍽️ “It's a Tesla restaurant AND theater” — Tesla’s 1st diner/theater. Minions’ viral movie. Slutty Vegan’s $100M bun.
What if we told you that Tesla was opening a drive-thru restaurant with a drive-in movie theater? They just filed a permit for one in LA. The Minions movie set box office records thanks to roaming gangs of teenage boys in suits. And Slutty Vegan hit a $100M valuation for an aggressively plant-based burger because if everyone likes you, nobody loves you.
$TSLA $CMCSA
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7/6/2022 • 20 minutes, 26 seconds
🍉 “HarryStyles+” — Apple’s concert strategy. College Sports’ super leagues. BlockFi’s 99% drop.
Apple just launched a concert series with Mary J Blige and Harry Styles because in a Recession, Subscription is the Prescription. LA’s 2 top universities joined the Big 10, because college football has become a TV show. And BlockFi lost up to 99% of its value in 3 months (and Harry Styles explains this one, too), because the crypto winter is the riskiest of risky.
$BTC $AAPL
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If you’re hitting the beach tomorrow with a pack of LaCroixs, know that you’re drinking minivation, not innovation. And if you’re flying today, talk to your seatmate about the latest disruption in the air: Bunk beds. And Zigazoo just hit a $100M valuation to be the social media app for kindergarteners (not a typo).
$FIZZ $AIR $DAL $UAL $SAVE
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7/1/2022 • 20 minutes, 45 seconds
🥃 “An $816,748 gin-vestment” — Rare Whiskey’s record shot. Period Apps’ privacy power. TikTok’s new king.
The most expensive bottles of whiskey ever were just sold in an airport, because where there’s Inflation, there’s gin-vestment opportunities. After Roe v Wade was overturned last week, one part of the digital economy saw a surge: Period-tracking apps. And after 3 years on her throne, Charli D’Amelio was just replaced as Queen of TikTok… just as TikTok shared its internal numbers with us.
$STZ $META $GOOG
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6/30/2022 • 20 minutes, 59 seconds
🥳 “Party Pooper with a Purpose” — Airbnb’s canceled party. Olive Garden’s unlimited hiring breadstick. Rivian’s Adventure Network.
Bad news for keg stands: Airbnb just permanently banned parties at airbnbs, because it’s down with a little friction. The Olive Garden just hit pre-pandemic hiring levels because The Great Resignation is becoming The Great Reversation. And Rivian just launched an electric truck charging network, but there’s 1 catch… you must love 14-mile out-and-back hikes.
$RIVN $DRI $ABNB
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6/29/2022 • 20 minutes
🍫 "M&Ms > Coke" — Mars' pet candy. The Great Latte House Lie. Russia’s debt default wingman.
The mysterious and private Mars Candy Company just shared its numbers with us for the 1st time: More M&Ms than you think… and more veterinarians. Have you heard The Great Latte Lie? If you’ve been told you can’t buy a house because you buy too many fancy coffees, we have an update for you. And for the 1st time in more than a century, Russia didn’t pay back its IOUs — Because it’s got wingmen.
$HSY $Z $KO $MAT
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6/28/2022 • 20 minutes
🥔 “Proudly a Couch Potato” — La-Z-Boy’s Greek Mythology. Roku’s TVcommerce. Roe v Wade’s economics.
Shocker: La-Z-Boy jumped 11% on a record quarter because it borrowed a lesson from Ancient Greek mythology. Roku and Walmart just partnered up so you can watch “Yellowstone”… and then buy cowboy boots through your TV. And with Roe v. Wade overturned on Friday, we’re looking at what we know best: The economic impact.
$LZB $ROKU $WMT
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6/27/2022 • 18 minutes, 47 seconds
💀 “I speak to dead people” — Alexa’s dead grandma mode. Little Caesars' NFL pizza. Juul’s vape-ocalyps
The newest feature from Alexa impersonates the voice of your dead relatives (Yetis, we need to talk about the Jeff Goldblum Principle). Little Caesars just became another “Official Pizza” of the NFL, because “Official” anything is the ultimate Profit Puppy. And if you’re vaping a Juul right now, enjoy it — Juul e-cigarettes just got banned in the US.
Also, want to hear that interview we did with The Colin & Samir Show?
Here’s Part 1 (49-min): https://tinyurl.com/yc87sj7b
And here’s Part 2 (45-min): https://tinyurl.com/2jha4tzh
$MO $AMZN $DPZ $PZZA
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6/24/2022 • 20 minutes
⛱️ “Happy Gas Tax Vacation” — $0.18 cents off gas. Magic Spoon’s cereal revenge. The Obamas’ pod move.
Remember yesterday when Kellogg told us that cereal is dead? Well, startup Magic Spoon just raised $85M… for Millennial cereal. Just as you spiral into a Gas Price depression, we may be getting a 3-month Gas Tax Holiday. And the Obamas are moving their podcast from Spotify to Amazon because exclusivity has an expiration date.
$SPOT $AMZN $XOM $K
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We looked at our instagram feed over the weekend, and we found TikTok (all our friends’ posts were gone). Kellogg, the sultan of cereal, is splitting into 3 separate companies because snacks are eating everything. And Chanel just unveiled a store so exclusive, you can’t go in without a ticket #VVIP.
$K $META $LVMUY
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6/22/2022 • 20 minutes, 3 seconds
🌴 “Welcome to Amazon Resort” — Amazon’s luxe influencers. The Warriors’ software championship. Elon’s tweet-and-greet.
The Warriors won the NBA Finals, but the real MVP was a shot-tracking startup called NOAH. Amazon just took over a luxurious all-you-can-anything Mexican resort because it desperately wants fashion Influencer friends. And Elon sat down with Twitter employees for his first company “Tweet & Greet,” but it was anticlimactic.
$AMZN $TWTR $GOOG
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6/21/2022 • 20 minutes, 50 seconds
🔺🔴🟥 “Squid Game… but it’s real” – Netflix’s reality show. LEGO’s US factory. Jokr’s Millennial lifestyle.
Netflix is so desperate for Season 2 of Squid Game to be a success… that it’s turning the horror show into a reality TV show. Lego is finally building its 1st factory in the US because kids want that toy now (except if they change their minds. Or don’t. Then change again). And Jokr is shutting down its Super Delivery app in the US, marking the end of the “VC Subsidized Millennial Lifestyle.”
$NFLX $MAT $HAS $DIS
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6/17/2022 • 19 minutes, 29 seconds
⚽ “Going full Ted Lasso” — Apple’s $2.5B soccer deal. Miso’s robot army. The Fed’s huge punishment.
Major League Soccer just became the first pro sports league to jump 100% from cable to streaming — and it’s doing it with Apple. Miso Robotics’ greatest invention isn’t a $500M burger-flipping robot… it’s an army of newsletter-reading Fan-vestors. And the Fed just made its biggest interest rate move in 28 years because it has 1 request for us: “Stop Buying Things.”
$AAPL $CMG
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6/16/2022 • 20 minutes, 2 seconds
🥗 “Ronald slaughtered his salads” — McDonald’s people pleasing. NextDoor’s new neighbor. Florida’s “Real Zero” trademark.
McD’s is cutting a bunch of items from its menu… and we noticed it’s all about slaughtering the salad. While stocks are falling, 3 big investors just bought up shares of NextDoor — Because its neighbors aren’t trolling. And the 1st state to go carbon zero looks like it’ll be: Florida.
$KIND $MCD $NEE
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6/15/2022 • 19 minutes, 29 seconds
🧠 “A robot that feels” — Google’s human-ish chatbot. Jack & Coke’s perfect fit. Celsius’ bad crypto apple.
Google has built an AI chatbot that’s so good, one engineer thinks it feels emotions… like a 7-year-old human. Jack Daniels and Coke is the most ordered I-don’t-know-what-else-to-order drink at the bar, so Coca-Cola is canning its 4th alcohol. And Celsius seems to have lost its clients’ crypto money — That bad apple punches the whole bunch.
$KO $BF $GOOG $BTC
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6/14/2022 • 18 minutes, 49 seconds
✏️ “Mr. Beyonce taught me Bitcoin” — Jay Z’s Crypto Academy. Spotify’s podcasting double-dip. Permian Basin’s whispering oil.
Spotify just revealed the financial numbers behind your podcast listening, so we’re whipping up the Takeaways for ya. Jay Z and Jack Dorsey just partnered for a Crypto Academy in a Brooklyn housing project. And since gas just hit a record $5/gallon, we’re looking at the Permian Basin, the profit puppy of American oil.
$BTC $PBT $SPOT
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6/13/2022 • 19 minutes, 58 seconds
⛳ “Unhappy Gilmore” — Golf’s Saudi sportswashing. Jones Road’s micro makeup. Waymo’s truck brains.
The golf industry is going through its biggest drama since Shooter McGavin, because we’ve entered the age of sportswashing. Jones Road’s cosmetics is tired of paying Kim Kardashian for makeup promos, so they’re paying your buddy down the street. And one division of Uber doesn’t get enough love: Uber Freight is partnering with Google’s Waymo for self-driving truck brains.
$ELY $GOOG $UBER
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6/10/2022 • 20 minutes, 1 second
🌮 “It’s got a taco elevator” — Taco Bell’s drive-thru supreme. Summer’s housing test-drive. Shopify’s new king.
Taco Bell just opened a restaurant that sits on stilts, because a nacho elevator defying gravity is the future of drive-thru. Summer is a startup that figured out how to let you test-drive a home (try-before-you-buy… a house). And Shopify’s shareholders just voted… to not be able to vote anymore.
$YUM $SHOP $ABNB
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6/9/2022 • 20 minutes, 53 seconds
🍬 “Fruity Pebbles Latte, please” — Nestle’s coffee creamer-copia. Palantir’s perfect pitch. Target’s fire sale.
Nestle sees America is consuming record amounts of coffee, so it’s piggybacking with record coffee creamer sales — and making it sweet. Palantir’s CEO did what no other CEO has: visited the President of Ukraine in wartime Liev. And Target just updated us again that they’re in some trouble — next up, a firesale in aisle 6.
$NSRGY $PLTR $TGT
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6/8/2022 • 19 minutes, 53 seconds
🍷 “Rando Merlot vs Pricey Pinot” — Duckhorn’s Millennial wine thesis. Apple’s chicken/egg iMessage. Solar stocks’ dodgeball.
One of the very few stocks up right now is Duckhorn Wines… because they know Millennials will pay more for a pricey pinot. Apple’s Worldwide Developers’ Conference kicked off with a plan to turn your car into an iThing. And the US solar industry has been frozen… until yesterday’s tariff pause.
$NAPA $AAPL $FSLR
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6/7/2022 • 19 minutes, 38 seconds
🍄🍌 “I drive a Mario Kart” — Nintendo’s magic kingdom. Poparazzi’s anti-Instagram. Jamie Dimon’s hurricane.
Poparazzi became the #1 app in the App Store because it gives control of your social media profile… to your buddies. Jamie Dimon just warned that there’s a “hurricane” coming for the US economy (but hurricanes come every year). And Super Nintendo World opens in California early next year — but unlike any other theme park, you ride Mario Kart in the real world and the fake world. Simultaneously.
$NTDOY $JPM $FB
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6/6/2022 • 18 minutes, 18 seconds
⛈ “It will rain at 3:18pm… in 1 year” - Salient’s super weather app. HP’s perfect conference room. Sheryl’s automation complication.
Salient just raised money to predict the weather… for a year from now. Just after Elon said you can’t work from home, HP dropped $3B for a company that pimps out your conference room for remote work. And Sheryl Sandberg has left Facebook and also left this legacy: Automation is insanely scalable but insanely vulnerable.
$FB $POLY $HP
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As the NBA finals begin tonight, we highlight the league’s new strategy: Luxury, luxury, luxury. If you work for Tesla and want to work from home… you’re fired. And Delta just confirmed that after 2.5 years, air travel is finally 100% back (but your JFK => ACK trip will now cost double).
$LVMUY $TSLA $DAL
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6/2/2022 • 19 minutes, 16 seconds
👨🎤👨🎤👨🎤 “A Jonas Bro texted me nbd” — Jonas Brothers’ superfan startup. Top Gun’s popcorn payoff. Roomba’s brain strategy.
Instead of posting to Instagram, the Jonas Brothers will now text you their best pics and vids (for a price), because creators want to go direct-to-consumer, too. Top Gun went full Maverik and destroyed box office records because viewers decided it was worth going to theater for. And iRobot just unveiled new features for its Roomba vacuum, but it’s all about the brain, not the body.
$IRBT $FB $PARA
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6/1/2022 • 20 minutes, 26 seconds
🔌 “How’s the battery range?” — Our electric car odyssey. Burger King’s worship brand. Baby Unicorns’ warning letter.
We just put our electric cars to the ultimate test: The MDW Road Trip (so we’re taking you on our Electric Odyssey). Burger King’s making burgers for pregnant women — and worshiping the Whopper. And Y Combinator just wrote a letter to all startup CEOs: Warning.
$QSR $TSLA $VWAGY
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“The Whopper is my mantra” — Burger King’s worship brand. Baby Unicorns’ warning letter. Our electric car odyssey.
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Petco’s CEO thinks they are recession proof because people ultimately prioritize puppies, yeah. Justin Timberlake just sold his music for a reported $100M — not because it’s sexy, but because it’s un-sexy. And the NFL is set to launch NFL+ in July, the newest streamer. But football is putting pro’s before co’s. Enjoy your Memorial Day Weekend and we’ll catch ya next on Tuesday.
$WOOF $BX
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Abercrombie just had its worst day ever, but here was the real surprise: It’s best customers aren’t teens, they’re nostalgic Millennials. Amazon is pulling a move from Airbnb: Rent out the extra warehouse. And mining giant Glencore just pled guilty to having official “bribe rooms” at its offices. Bribe Rooms. Like rooms, but full of cash (and duffle bags).
$ANF $GLNCY $AMZN $ABNB
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Snapchat just ghosted the whole market for its worst day ever, but there’s one word it won’t say: Voldem-. Beyond Meat’s new turnaround plan is straight outta the teen flick “She’s All That” (hint: Hire Kim Kardashian). And Walmart has won the drone delivery championships with its Invisible Infrastructure.
$SNAP $BYND $WMT
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5/25/2022 • 18 minutes, 53 seconds
🤪 “Billion-Dollar Bobblehead Dolls” — Funko’s bobblehead unicorn. Boston Beer’s weed teapot. Buy Now Pay Later’s disguise.
We just discovered the 1st ever pureplay bobblehead doll stock: Funko. Since hard seltzer is out, Boston Beer’ is betting on a new innovation curve - the 1st brewer with a THC weed beer. And Buy Now Pay Later is having another moment… but for all the wrong reasons.
$SAM $AFRM $DIS
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Just before a record summer of weddings, Carnival Cruises is reintroducing its port-side profit puppy, the Wedding Cruise. Weee! isn’t just the best name for a startup we’ve ever heard — it’s the $4B grocery app that just hired the Director of “Crazy Rich Asians.” And we’ve got an ironic update on the Baby Formula Shortage: There’s not enough diversification and too much diversification.
$CCL $ABT
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5/23/2022 • 20 minutes, 21 seconds
🪨 “The Rock’s football league” — The XFL’s 3rd try. Jamie Dimon’s anti-bonus. Marriott’s ad vacay.
The NFL’s rival league, the XFL, was just acquired by… The Rock. As we jump into a record travel season, Marriott wants to cover your hotel room with ads. And JPMorgan’s CEO Jamie Dimon was supposed to get a $50M bonus — but then shareholders said ‘No, thanks.’ But he’s still gonna get the bonus.
$DIS $MAR $JPM
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Target and Walmart stocks just had their worst days since 1987 because you’re not buying TVs anymore - you’re buying Barbie Dolls. The language-learning app Duolingo’s newest product is… a taco restaurant? And in one of the biggest money moves in history, American women’s soccer is getting a historic payday.
$DUOL $TGT $WMT
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5/19/2022 • 18 minutes, 57 seconds
🍹 “Bachelorette by Uber” — Uber’s fun strategy. (in)Direct-to-Consumer. Google’s no clue office.
Casper. Allbirds. Warby Parker. The Millennial-infused Direct-to-Consumer unicorns you love are injured, so they’re going indirect. Uber just unveiled its newest updates — they all seem focused on optimizing your bachelorette party. And Google just built a new campus that includes their own hotel, but even they have no clue what the future of work looks like.
$UBER $WRBY $BIRD $GOOG
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Kendrick Lamar dropped his first album in 5 years, but to get the best tickets you need a fintech app. Shocker: One of the rockstars of crypto just actually critiqued something about crypto. And McDonald’s is “de-Arching” from Russia (new word, they made it up) — the Happy Meal is perhaps America’s most important export.
$BTC $SQ $MCD
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Elon put his Twitter deal on hold because he’s got billion-dollar buyer’s remorse (and it could leave Twitter in shambles). Beyond Meat’s betting the plant-based farm on a jerky that it love/hates. And Sonos’ new smart speaker is kinda dumb… and that’s exactly the point. Enjoy the pod, Besties and Yetis.
$TWTR $SONO $BYND $TSLA
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Everyone’s talking about Disney’s Varsity-level blockbusters — But they announced they’re working on 500 junior varsity flicks (cue the Buzz Lightyear schmovies). Vitro just raised $46M to grow your leather handbag in a lab. And Airbnb’s redesign is the biggest development in travel: Not Emily-In-Paris, Anywhere-But-Paris.
$DIS $ABNB
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If you wanna know what’s up with crypto right now, just look at Coinbase — 1 single line from their earnings freaked everyone out yesterday. But there’s one company that’s actually growing right now: TheRealReal is finding the Gucci over Fucci. And the newest entry in the Hoarder’s Almanac is Baby Formula — a case study in market failures.
$BTC $COIN $REAL $ABT $COIN
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5/12/2022 • 17 minutes, 44 seconds
👾 “Donkey Kong’s gray hairs” — Nintendo’s Switch sitch. Best Buy’s skincare search. Tesla’s China challenge.
Mario’s mustache is going gray because Nintendo’s iconic Switch console is aging fast. Best Buy’s newest product is… skincare and patio furniture (because the search bar is corporate truth serum). And if you want to know how bad the lockdown situation is in China, just look at Tesla: April sales in China plummeted 98%.
$NTDOY $TSLA $BBY
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5/11/2022 • 19 minutes, 38 seconds
🏩 “Honey, love the home you’re with” — Elon’s Twitter roadmap. OHouse’s unicorn house design. Lordstown’s cash-less car.
Elon gave a presentation over the weekend about what he plans to do with Twitter (spoiler: It’s not as sexy as you thought). South Korea’s OHouse just raised $182M because if you can’t be with the home you love, honey, love the home you’re with. And Rivian shares plummeted while Lordstown runs outta money because cash is king again.
$Z $RIDE $RIVN $TWTR
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5/10/2022 • 18 minutes, 38 seconds
“🟩🟩🟨⬛🟩” - The Wordle dilemma. DoorDash’s original content. Tech’s overindulgence hangover.
The New York Times just told us that buying Wordle brought in tens of millions of new users, but was Wordle worth it? The answer is _ _ _ _ _. DoorDash isn’t just delivering to you anymore — It just jumped into the kitchen to whip up your next fried chicken & waffles (with hot sauce and honey). And tech stocks just had their worst day in two years because after overindulging… comes the hangover.
$DASH $NYT $SPY $QQQ
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5/9/2022 • 18 minutes, 56 seconds
🍻 “No More Mr. Nice Bud” — Budweiser’s angry. 1800-Flowers’ repeat roses. Roe v Wade’s new work perk.
Just in time for Mother’s Day, shares of 1800-Flowers.com are down because donuts are beating daisies. Budweiser revealed that the new drink of 2022 is the opposite of Budweiser. And with the Supreme Court leak on Roe v Wade, we’re noticing that companies are increasingly becoming America’s Everything-Of-Last-Resort — it’s no longer a political story, it’s a business one, too.
$BUD $FLWS
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Pandora just had its best quarter of jewelry sales ever because The Hulk and Spidey are charm bracelet heroes. Lyft stock crashed 30% since they’re so focused on focus… they’re losing focus. And stocks just surged because the Fed’s interest rate hike is the tough love we (and Matt Damon) need.
$PANDY $LYFT $UBER $VOO
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5/5/2022 • 18 minutes, 30 seconds
🍕 “6 days of no pizza” — Domino’s disappearing biz. Bed Bath & Beyond’s college holiday. Lockheed’s Javelin missile.
Domino’s worker shortage got so bad, they lost the equivalent amount of business as closing every location for 6 days. Bed Bath & Beyond is struggling so much they’re creating a new holiday: Decision Day. And a big reason Ukraine has defended Kiev so well is the $200K Javelin missile (Made in Alabama).
$DPZ $BBBY $LMT $RTX
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5/4/2022 • 19 minutes, 24 seconds
🍌 “Rich Monkey Condos” — Bored Ape Yacht Club’s real estate. Qantas’ 20-hr flight. Warren Buffett’s anti-trend-investing.
Warren Buffett’s annual Coachella for Capitalism shows how he’s beating the rest of Wall Street: Live in the 21st century but invest in the 20th. The Bored Ape Yacht Club’s latest move is one of the biggest real estate deals in the US — $320M in virtual monkey land. And Qantas’ newest superplane is trying to win the leg space race.
$BTC $ETH $BRK.A $BA
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5/3/2022 • 21 minutes, 17 seconds
💁♀️ “Jay-Z is going blonde” — Snapchat’s flying selfie drone. Airbnb’s nomad office. Madison Reed’s hair color.
Jay-Z just invested $33M into hair color startup Madison Reed because your Profile Pic is today’s Power Asset. Snapchat’s newest product isn’t in the app — it’s a flying selfie drone that thinks it’s Tinkerbell. And Airbnb is going Work From Anywhere (forever), but it’s not an HR move… it’s a marketing move.
$SNAP $ABNB
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5/2/2022 • 20 minutes, 2 seconds
🎤 “You only got one shot” — Apple’s new VIP. Teladoc’s Eminem moment. April’s Stock-pocalypse.
Apple just put on an earnings performance so strong, it could’ve bought 2 Twitters with it. Teladoc’s stock plummeted 40% yesterday because it missed its Eminem moment. And this April has been the worst month for tech stocks in 14 years — we identified the 3 Buzzkills for the Stock-pocalypse.
$AAPL $TDOC $SPY
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Get this: 50% of Chipotle orders include guac (which is extra), so their next innovation isn’t another big protein, it’s little extras (#dessert). YouTube’s throwing shade at TikTok while it’s zucking TikTok. And Pollen just raised $150M to Bieber-fy your group festival trip.
$CMG $GOOG
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4/28/2022 • 18 minutes, 48 seconds
🤿 “Welcome to FaceStore” — Zuck’s Apple Store copy. Bitcoin’s 401k. Ford’s electric testoster-truck.
Did Zuck just zuck the Apple Store? Facebook reports earnings this afternoon, but we’re focused on its first ever FaceStore. Ford’s 1st electric pickup truck rolls off to customers today and it’s channeling Clint Eastwood’s feelings. And Bitcoin just had its most mainstream moment of the year: Crypto can now run wild in your 401K.
$BTC $META $F
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The Twitter board changed their minds — they decided to accept Elon’s offer to buy Twitter. Lululemon just launched an athleisure club for $39/month because the more ya sweat, the more ya spend. And while the price of everything goes up, the price of AriZona Iced Tea cans are still 99 cents — We’re looking at how this is humanly possible.
$TSLA $GPS$TSLA $GPS
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4/26/2022 • 19 minutes, 58 seconds
Introducing… The Best One Yet 🦩 Tesla’s avocado tree. Steinway’s self-playing piano. The Gap’s Return-on-Influencer.
We have taken the pod independent — and it’s a TBOY. The Snacks Daily podcast is now The Best One Yet (literally).
For our 1st story, Tesla just enjoyed its best 3 months ever because it’s an avocado tree that’s now bearing fruit. The Gap used to rely on its Old Navy brand, but now it depends on Yeezy. And 169-year-old piano icon Steinway just decided to IPO… with a new self-playing piano.
$TSLA $GPS$TSLA $GPS
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4/25/2022 • 19 minutes, 26 seconds
🍿 “Working on something special” — We’re back again Monday, April 25th
See you then, right here (spoiler: It’s gonna be The Best One Yet).
ID: 2161663
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4/21/2022 • 1 minute, 26 seconds
👩🎤 “Pre-Coachella Tindering” — Tinder’s dating fest. Netflix’s (b)ad quarter. Cannabis’ 4/20 Inc.
After 2 years, Coachella is back, but the star act is Tinder’s festival mode. Netflix’s earnings reveal it’s thinking about… The A-word. And 4/20 isn’t just an underground cannabis-munchies-marijuana-sidewink-holiday you whisper about. This year, 4/20 is corporatized.
$MTCH $CGC $NFLX
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ID: 2159032
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4/20/2022 • 16 minutes, 59 seconds
💊 “Love me tender” — Twitter’s poison pill for Elon. SiriusXM’s sticky seat. The GoldenStateWarriors+.
Twitter was diagnosed with a case of Elon-itis… and the only prescription is a Poison Pill. A shocker of a stat we noticed: SiriusXM is worth more than Spotify? It’s all about the stickiness of the car. And the Golden State Warriors aren’t just kicking off their NBA Playoff run — they’re launching a media network (because they’ve got the characters).
$TWTR $TSLA $SIRI $SPOT
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ID: 2156568
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4/19/2022 • 19 minutes, 49 seconds
🦤 “$69 was too high” — Elon’s Twitter offer. RentTheRunway’s anti-flation outfit. Peloton’s switcheroo.
Episode 78 of the Elon Show: He’s offered to buy Twitter (entirely). Rent The Runway is renting more runway because your weekend, weekday, and waist are different (FYI, pastel floral blazers are in). And Peloton raised prices… and lowered prices… at the same time.
$RENT $TWTR $PTON
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ID: 2129125
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We’re 4 episodes deep into WeCrashed… so perfect timing that WeWork just revealed their first real tech product. Last month we told ya CNN+ was coming — It’s here now, but it’s just “plus”, no CNN (drop the ‘CNN.’ It’s cleaner). And Etsy was the #2 stock of 2020, but now the craftfolk are going on strike.
And FYI: this is our last pod of the week (markets are closed for Good Friday, so we’ll whip up your next TBOY on Monday).
$WE $ETSY $WBD
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ID: 2126729
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4/14/2022 • 20 minutes, 37 seconds
🍭 “The Glazed Dark Knight” — Krispy Kreme’s hero. Nintendo’s Wii renaissance. Economic Sneak-flation.
Did you notice there were 5 chips missing from your Doritos bag? It’s not you — it’s “Shrinkflation”... and a new variant just emerged. Nintendo is merging its 2 most popular things: Wii Sports and the Nintendo Switch. And Krispy Kreme just tied the price of its donuts to a gallon of gas because the Glazed Original is Krispy’s Batman product.
$DNUT $NTDOY
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ID: 2124160
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4/13/2022 • 19 minutes, 3 seconds
🚦 “The 1st ever robot-car chase” — Cruise’s red-light joke. Grover’s $1B toothpaste. Warner Bros’ birthday.
We just got the first self-driving-taxi car chase in the streets of San Francisco, and of course it went viral. Grover hit a $1B valuation to refurbish your iPhone and rent it to a buddy using the toothpaste business model. And a new streamer has been born: Warner Brothers Discovery may be the first profitable streamer.
$GM $GOOG $WBD $NFLX
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ID: 2121991
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4/12/2022 • 21 minutes, 19 seconds
👡 “When Birkenstocks get bullied” — Elon & Jack’s Texas bit-mine. Birkenstocks’ store wars. Home-flation drama.
Elon Musk, Jack Dorsey, and Ben the Bitcoin walk into a Texas bar… and open the world’s first sustainable crypto mine. Birkenstocks were living their comfiest life, until they got bullied in aisle six. And out of all the things you’re paying more for, mortgages are the first true double dip: pay more for the house — and pay more to pay for the house.
$SQ $Z $BTC
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ID: 2119351
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4/11/2022 • 17 minutes, 59 seconds
👖 “If Zeus shopped for jeans” — Levi’s denim-topia. SoFi’s student loans. Walmart’s otherworldly HQ.
Slim-fit is out, wedge-cut is in. So Levi’s whipped up a new store feature designed to be a Profit Puppy. SoFi dropped 7% on word your student payments got deferred, again — they’re frozen for the summer. And Walmart’s new HQ design is going big and going home (spoiler: Meditation Park + 3 swimming pools).
$LEVI $SOFI $WMT
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ID: 2117366
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4/8/2022 • 18 minutes, 16 seconds
🐉 “Gate of Thrones” — Fast is gone. Coke’s flavored pixels. JetBlue wants Spirit gates.
Fast was supposed to be the next unicorn FinTech startup… now it’s gone. Coke’s latest flavor “tastes like pixels” because Coke is becoming a branded house. And JetBlue bid $3.6B to buy Spirit Airlines because airport gates are the dragon eggs of travel.
$KO $SAVE $JBLU
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ID: 2114983
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4/7/2022 • 19 minutes, 46 seconds
🌭“My dog ate my truffle steak” — Honest Kitchen’s human dog food. Tiger Woods’ un-swooshing. Amazon’s internet rocketship.
Amazon’s next big product? It’s the internet… delivered from space. Honest Kitchen just hit a $500M valuation to make human-grade dog food a thing (Fido likey truffle). And for the 1st time in 25 years, Tiger Woods didn’t wear Nike shoes before the Masters — Now Nike stock is on the Injured Reserve list.
$CHWY $NKE $AMZN
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ID: 2113030
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4/6/2022 • 18 minutes, 10 seconds
😎 “#GigaTweet” — Elon buys some Twitter. Shein’s $100B tank top. Russia’s ruble reversal.
Elon acquired 9% of Twitter, because the Technoking wants to rule the #technoworld. Shein is reportedly about to hit $100B private valuation because it knows you want a tank top before you know you want a tank top. And Russia’s ruble has shockingly rebounded because of one wild stat: 70% of the world is governed by dictators — so they’re siding with Putin’s economy.
$TWTR $TSLA $BTC $ETH
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ID: 2110870
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4/5/2022 • 17 minutes, 7 seconds
🐝 “Robo-bees live in a luxury yurt” — WWE’s new wrestling bicep. Beewise’s $80M smart hive. Amazon’s 1st ever union.
Beewise just snagged $80M for smart hives that make bee honey drip money. World Wrestling Entertainment already did fake chokeholds, now it’s doing real drama TV. And Amazon just got its 1st ever union — and that could threaten 2-day free Prime delivery as we know it.
$WWE $AMZN
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ID: 2108572
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4/4/2022 • 17 minutes, 28 seconds
🏎️ “200 mph on the Vegas Strip” — Formula1’s American youth. TikTok’s Mean Girls. Oil’s piggy bank party.
Maybe the dirtiest Facebook story of the year: Zuck borrowed a strategy from Mean Girls to burn TikTok. Formula 1 racing pulled a Ricky Bobby and now has a younger audience than the NFL or NBA… and it’s thanks to Netflix. And the President just made the biggest withdrawal ever of our nation’s oil piggy bank — but is it a firehose or a squirt gun?
$FB $LSXMB
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ID: 2106274
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4/1/2022 • 17 minutes, 46 seconds
🍩 “Read my donut lips” — Elf Beauty’s Dunkin’ deal. Lululemon’s old money. Sorare’s FOMO soccer.
Dunkin’ and Elf Beauty just teamed up on a line of donut makeup because collabs are a hit with a brand’s fans. You’re dipping back into denim, but Lulu stock jumped 10% because it’s the Old Money of Wall Street. And France’s President has a favorite startup: It’s Sorare — and they just reinvented fantasy soccer. With NFTs.
$ELF $LULU
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ID: 2103943
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You can tell us the truth: Are you washing your hands less? Sanitizing not-so-much? Jessica Alba’s Honest Co stock fell 20% because it appears so. BeReal is the anti-Instagram app trending on campuses because you get just one post a day… and they choose when. And just in time for tax season, TurboTax is getting sued by the FTC for messing with your tax season.
$INTU $HNST
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ID: 2102091
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3/30/2022 • 18 minutes, 35 seconds
🛴 “Just bought Macklemore’s Moped” — Bird e-Scooter’s resurgence. New Balance’s dad shoe. Apple’s Oscar strategy.
Even though Bird Scooters is worth less now than 4 years ago, electric scooters are back, baby. New Balance doesn’t just do your dad’s shoes… it’s doubling down on Made in America. And Apple just became the 1st ever streamer to win Best Picture — We’re looking at how they pulled it off.
$BRDS $AAPL $NFLX
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ID: 2099882
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3/29/2022 • 18 minutes, 25 seconds
👙 “Saturdays are for Speedos” — Victoria’s Secret’s swimwear mistake. Instacart’s apology round. America’s loooong pump.
Victoria’s Secret just realized it made a huge mistake in 2019, so it’s betting on bikinis. Instacart just pulled a move we’ve never seen before: cutting its own valuation (aka “An Apology Round). And if Russia is 1 big gas station and Europe’s its best customer, then America just announced a really long pump.
$VSCO
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ID: 2097555
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3/28/2022 • 18 minutes
🐒 “$4B for a fake monkey party” — Bored Ape Yacht Club’s metaverse. Uber’s NYC yellow cab. The $10 Trillion Man’s prediction.
The most famous collection of NFTs has raised huge VC money to build a metaverse to compete with Facebook’s. After years of fighting against taxis, Uber just partnered with the most famous taxi network there is: NYC’s yellow cabs. And Larry Fink manages $10 trillion of money, and just predicted the end of Globalization as we know it.
$UBER
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ID: 2095886
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3/25/2022 • 19 minutes, 48 seconds
👻 “All the IPOs disappeared?” — Adidas’ perspiration aspiration. Buzzfeed’s Top 10 spirals. Year of the IP-No.
Um, where did the IPOs go? Disappeared. It’s the Year of the “IP-No” — and we have 5 reasons why. Adidas just whipped up the 1st ever network to pay regular college athletes for strutting to class in Adidas sandals. And Buzzfeed’s latest listicle is the Top 10 reasons why it’s spiraling.
$BZFD $ADDYY
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ID: 2093958
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3/24/2022 • 17 minutes, 7 seconds
🤓 “TikTok killed/saved books ” — Barnes & Noble’s #BookTok. Tesla’s GigaSchnitzel. The 40-yd dash of finance.
Shocker: Barnes & Noble is enjoying a surge of book sales… thanks to TikTok #BookTok. Elon’s just opened his latest gigafactory in Berlin — these huge gigafactories are Tesla’s true competitive advantage. And the SEC may require a brand new financial statement (but the best way for us to explain it is with quarterbacks and vertical leaps).
$TSLA
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ID: 2091802
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3/23/2022 • 19 minutes, 15 seconds
🧀 “No cheese, or yes please?” — Applebee’s perfect Drive-Thru. Match’s single parents app. UFC’s fighter pay.
Applebee’s is going from Olive Garden to McDonald’s — it just perfected the Drive-Thru. Match just whipped up its first dating app that’s based on calendars… and it’s for single parents. And Endeavor’s earnings reveal that the Ultimate Fighting Championship may depend on Conor’s muscle a bit too much.
$DIN $EDR $MTCH
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ID: 2090357
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3/22/2022 • 19 minutes, 5 seconds
🍼 “Pods for Tods” — The rise of KidCasts. Chipotle’s taco-flipper. Warren Buffett’s $500K stock.
The newest trend in podcasts: Pods for tods (cause parents want their babies off screens). A robot server just raised $80M, while Chipotle hired a taco-flipping robot. And Warren Buffett’s investment company just hit $500K per share — It’s the most expensive stock in history.
$BRK-A $CMG $SPT $NFLX
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3/21/2022 • 18 minutes, 13 seconds
🤐 “$3 per moocher” — Netflix’s password punch. Instacart’s TikTok tomato. Costco’s gas hack.
Netflix may be ending the password-sharing era with a new $3/month mooch tax. Last week, gasoline prices spiked, so this week people are joining Costco… because gas is the only price tag we see every day. And Instacart’s newest partnership is with TikTok to turn Stanley Tucci’s carbonara recipe into a 1-click ingredient delivery.
$COST $NFLX
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Losing an hour of sleep on Daylight Saving is universally hated, so the government may end it forever — but Daylight Saving Time may be the greatest human hack of all time. Vail’s new work perk is giving liftees a raise… and a house. And Zuck spoke at SXSW to reveal Instagram’s next thing: NFTs (aka Operation: Zuck Twitter).
$MTN $BTC $FB
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Starbucks’ iconic cup is the must-have-bev-accessory, but they just announced a bold move to phase them out: Re-Cup or De-Cup. AMC Theaters is sitting on $2B cash so it’s doing what any movie company would do… invest in a small Nevada gold mine. And Lockheed Martin just sold a fleet of F-35 fighter jets to Germany because we’re in a new phase of fortressing.
$SBUX $AMC $HYMC $LMT
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China’s stock market just had its worst day since 2008 because of 19 Covid cases in the Capital of Tech Gadgets. Mahky Mark Wahlberg’s fitness chain F45 will challenge you on a bench press to prove that physical companies can scale. And Walgreens’ new fridges aren’t just empty windows - they’re looking at you, analyzing you, and pitching you Ben & Jerry’s.
$WBA $FXLV
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3/15/2022 • 19 minutes, 55 seconds
🩲 “Never going commando again” — Kim’s Skims urgent underwear. The Great Job Experiment. CNN+’s forever discount.
Kim Kardashian raised nearly $300M for her Skims startup, and now we know what she’s using it for: Urgent Underwear Delivery. Now that Big Tech just called ya back to the office, we’re facing the Great Labor Experiment. And CNN+ is launching into a sea of streamers by using one word — “Forever.”
$GOOG $AAPL $AMZN $T
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Colossal has raised $75M to pull a Dr. Grant and bring back the Wooly Mammoth. Lululemon’s newest product is a shoe… which happens to be the Mt Everest of fashion. And Amazon’s stock is splitting 20-to-1 which should mean absolutely nothing.
$LULU $AMZN
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3/11/2022 • 20 minutes, 22 seconds
🥨 “The Calorie Curtain” — Fast Food quits Russia. VW’s electric Hippie Van. Crypto-Curious for Digital-Dollar.
McDonald’s, Starbucks, and Coca-Cola are dropping a Calorie Curtain by leaving Russia — Where there’s a Big Mac, there typically isn’t a Big Battle. Volkswagen just unveiled their electric Hippie Van, but the real surprise is who it’s tailgating. And The government’s executive order on crypto reveals it’s crypto-curious about a digital-dollar (Bitcoin likes it too).
$MCD $KO $SBUX $PEP $BTC $VWAGY
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3/10/2022 • 18 minutes, 27 seconds
🤠 “1-click to buy Tim McGraw’s boots” — Amazon’s country music. Apple’s Junior Membership. Nickel’s nightmare.
Apple’s 1st big product event of the year revealed their country club strategy: Launch a Junior Membership to Club Apple. Amazon turned the Country Music Awards into an unprecedented interactive shopping experience. And America doesn’t run on Dunkin’ — it runs on 50 critical metals, like Nickel (whose price jumped so much yesterday it had to be halted).
$AAPL $AMZN
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3/9/2022 • 19 minutes, 59 seconds
🦇 “Your Self-Flying Taxi is arriving” — Volocopter’s $2B flying cab. Bed Bath & Beyond’s Chewy.com. Your $150 gas fillup.
If you own a Chevy Suburban, you’re paying up to $150 at the pump. We’re calling it — it’s an energy crisis. Bed Bath & Beyond’s stock nearly doubled yesterday thanks to one word: Chewy. And Volocopter hit a nearly $2B valuation to make self-flying electric air taxis a thing… but they forgot about the “self-flying” part.
$JOBY $BBBY $XOM
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3/8/2022 • 18 minutes, 50 seconds
💆♀️ “2-night stay at our store (Butler included)” — Christian Dior’s fancified flagship. Disney+’s new-boss-old-boss. Boomflation’s triple crown.
The newest store from Christian Dior isn’t just a luxurious fashion flagship — it has a hotel, spa, and butler too. We noticed a trend: Streamers are launching bundled versions with ads. Which looks a lot like cable. And the monthly Jobs Report just hit the hat trick triple crown — that means Boomflation. Boooooooooooom.
$CHDRY $LVMUY $DIS
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New phase in the war in Ukraine: Operation KelptoCapture is yanking Boris the Billionaire’s Oligarch yacht. Electric truck company Rivian dropped after an apology… because to err is human, to forgive is divine. And MyPlace just raised VC money for a startup powered by friendship, trust, and your Buddy Timmy’s empty apartment this weekend.
$RIVN $TSLA $ABNB
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Ukraine just pulled an unprecedented move in the history of War - Raising $35M in cryptocurrencies to finance its resistance. If you want to see Spiderman this weekend it’ll cost you $10, but Batman will cost you $15… because AMC is bringing surge pricing to movies. And after 5 years, Amazon is finally doing something with Whole Foods: “Just Walk Out” Tech.
$BTC $ETH $AMZN $AMC $RBLX
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3/3/2022 • 18 minutes, 53 seconds
❌ “Canceled by Corporate” — Russia’s economic cancellation. Nike’s playing Foot Locker. Target’s happy twist.
First, western governments weaponized finance against Putin’s Russia. Now corporations are canceling it. Foot Locker stock plummeted 35% because Nike is the MJ on their Chicago Bulls (no Jordan, no championships). And Target just revealed a new phenomenon: Americans feel sad about the economy, but are spending like they’re happy (call it the #TargetTwist).
$NKE $FL $TGT $ABNB
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3/2/2022 • 18 minutes, 38 seconds
💨 “Gone in 60 rubles” — Russia’s piggy bank. TikTok’s TikTooooooooook. Jersey Shore’s $4B wind.
It was a panic attack — Russia’s economy suffered the fastest plummet we’ve seen, because Putin’s piggy bank had a crack. TikTok’s is expanding to 10 minute videos because it’s chosen the hardest path. And a record $4B was just dropped on water real estate for an offshore wind farm capturing the Snooki Gusts.
$GOOG $FB $NGG $RWEOY
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3/1/2022 • 18 minutes, 19 seconds
🍣 “Really real fake real slammin’ salmon” — IMAX’s un-theatering. WildType’s $100M sushi. Cybersecurity’s moment.
IMAX is reframing what it is: Not just a theater company, it’s an entertainment company. WildType just raised $100M to make sushi-grade salmon from salmon cells (so it’s meat-based meat) that’s really real (but also fake). And cybersecurity stocks had their best year ever… and then best week ever… because “Fortressing” ain’t a fad.
$IMAX $PANW $CRWD $ZS $BYND
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2/28/2022 • 18 minutes, 59 seconds
🇺🇦 “Everything war touches” — Ukraine’s market waves. Netflix’s choose-your-adventure. Allbirds’ new flock.
When there’s war in a global economy, all markets are affected - so we’re looking at what goes up, what goes down, and the new Safe Haven. If you get to the end of Netflix, there’s something new waiting for you: Interactive Trivia. And Allbirds shoe stock jumped 5% because their flock just found a new tree.
$BIRD $NFLX $BTC
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2/25/2022 • 19 minutes, 22 seconds
⛏️✨ “I AM saying she’s a golddigger” — Kanye’s new iPod. Google’s Kraft-O-Matic. How Sanctions mess with Americans.
Kanye’s newest album is dropping, but there’s only 1 place to listen… and it looks like a hockey puck. Kraft-Heinz has a unique problem: It’s already everywhere - so Google's helping it go viral. And we heard you want to know how sanctions can affect you - here’s how.
$KHC $AAPL $SPOT
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2/24/2022 • 18 minutes, 25 seconds
♟️ “The 1st casualty in war is Truth” — Russia’s social battle. Spotify’s new car thing. SoFi’s road to el dorado.
Russia has begun its invasion of Ukraine, but the first border it crossed was on TikTok. Spotify just launched its new “Car Thing” nationwide for $90, but it won’t be around in 5 years - and that’s exactly the point. And SoFi dropped another $1B on an acquisition because it’s on the road to FinTech El Dorado.
$SPOT $SOFI $TWTR $META
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2/23/2022 • 20 minutes, 34 seconds
👑 “$1,000 if you become our customer” — DraftKings’ promo passion. Papier’s screen revenge. Virgin Galactic’s SPACe.
DraftKings stock has plummeted 75% from its all-time high because it’s looking thirsty. Virgin Galactic just lost its godfather and is now stuck with the SPAC stigma of stocks. And Papier just raised $50M for physical paper stationery because we’re seeing an Analog Renaissance.
$SPCE $DKNG $IPOX
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2/22/2022 • 18 minutes, 50 seconds
🏁 “Used Minivan = George Clooney” — AutoNation’s opposite day. Google’s slowly dying. Revenge of the Malls.
AutoNation reveals that Used Cars are selling for more than New Cars because they’re channeling their inner George Clooney. Google is 91% of all searches worldwide, but Google Search is dead inside. And the owner of America’s biggest mall chain just said it “kicked the crap out of 2021” (his words).
$AN $SPG $VNO $GOOG
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2/18/2022 • 21 minutes, 37 seconds
🍞 “The Avo-pocalypse” — Facebook’s Mean Girl MetaMates. Avocado’s drug cartel. Roblox’s kid game.
Wild: 80% of America’s avocados come from Mexico… and the US just paused imports of avocados from Mexico. So your guac could become extra, extra, extra. Facebook is renaming its employees “MetaMates” because Zuck is pulling a Regina George from Mean Girls. And Roblox stock plummeted 25% because ya can’t Roblox from Mrs. Meyers’ algebra class.
$AVO $RBLX $FB
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2/17/2022 • 19 minutes, 58 seconds
🌴 “You can never leave” — Squarespace’s Hotel California. Intel’s freedom chip. Mystery’s corporate happy-hour.
You’ve probably heard a Squarespace ad on a pod… And they’re doing more podcast ads than any other company because of the “Hotel California” strategy. Mystery just hit a $100M valuation after pulling off not 1 but 2 great pivots. And Intel is dropping $26B on computer chip manufacturing because America needs Freedom Chips.
$SQSP $INTC
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2/16/2022 • 19 minutes, 17 seconds
🏈 “Scan here to win” — Coinbase’s QR ROI. CoComelon’s kid cash flow. Congress’ stock ban-apalooza.
The most successful Super Bowl commercial was the cheapest one: Coinbase’s QR Code QB sneak. The #1 YouTube Channel in America is now CoCoMelon thanks to its Kid Cash Flow. And momentum is gaining in Congress to ban Insider Trading… by Congress.
$COIN $GOOG $NFLX
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2/15/2022 • 19 minutes, 55 seconds
🍟 “$4M French Fries” — The Container Store’s puberty. FriesDAO’s restaurant craving. Electric Charging’s beauty pageant.
The Container Store’s stock just plummeted 20% because it’s going through the awkwardness of corporate puberty. Fresh after a crypto crew tried to buy the US Constitution, FriesDAO raised $4M in 4 days to buy a McD’s. And the government just launched a $5B beauty pageant for states to show off their most innovative electric charging plans.
$TCS $ETH
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2/14/2022 • 18 minutes, 24 seconds
🐣 “Ain’t No Thang” — Wingstop’s chicken wing ghost. Uber’s 1st Super App. The Super Bitcoin Betting Bowl.
The only pure play chicken wing stock, Wingstop may have the boldest goal of any fast food chain: Table-less wings. Uber jumped 4% because we think it’s (unofficially) become the 1st American Super App. And the Super Bowl feels less like Los Angeles and more like Las Vegas because — It’s become The Super Bitcoin Betting Bowl.
$WING $UBER $BTC
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2/11/2022 • 17 minutes, 14 seconds
🥑 “Guac is extra, extra” — Chipotle’s ROLO economy. Bonny Bitcoin & Crypto Clyde. And the Oscar goes to…
Chipotle’s earnings report is so meaty that it ain’t about the YOLO Economy — it’s about the ROLO Economy. The government just arrested the suspects behind the biggest crypto hack in history: It involves $3.6B of Bitcoin, 2 married influencers, YouTube rappers, and the Crocodile of Wall Street. And the Oscar nominations just came in and the award goes to… Streaming.
$CMG $BTC $DIS $AMZN $AAPL
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2/10/2022 • 17 minutes, 33 seconds
😇 “Who could buy Peloton?” — Peloton’s brand halo. Domino’s Anti-Fees. Apple’s new iTap hannibal.
Peloton announced their worst earnings ever, yet the stock’s up 30% on who could acquire it. Happy National Pizza day — so why is Domino’s paying you $3 to not get delivery? And Apple just unveiled “Tap to Pay” and Hannibal Lecter explains why that’s a big deal.
$DPZ $PTON $NKE $AMZN $MSFT $TSLA $NFLX $AAPL
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2/9/2022 • 18 minutes, 29 seconds
🍍 “I only date mangoes" — Bumble’s fruit deal. Chanel’s YOLO Economy. Spirit’s $6.6B air-cquisition.
Bumble’s 1st acquisition ever is a dating app focused on cherry, peach, and watermelon emoji. Chanel just jacked up the price of its legendary purse by $3K because we’ve entered the YOLO Economy. And Frontier is acquiring Spirit Airlines for $6.6B in the most expensive thing either cheap airline has ever done.
$BMBL $SAVE $ULCC
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2/8/2022 • 19 minutes, 33 seconds
🥇 “Goldmine or Landmine?” — NBC’s Super Bowlympics. Hotels’ Bling Bleisure. PayPal’s eraser.
NBC snagged both the Olympics and the Super Bowl — That sounds like a goldmine, but really it’s a landmine. PayPal just had its worst day ever on Wall Street because it’s become a stock eraser. And the surprise winner of the travel industry is… extended stay hotels.
$MAR $PYPL $CMCSA
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2/7/2022 • 17 minutes, 21 seconds
🍦 “We all scream for $$$” — Ice Cream Truck’s VC cash. Snapchat’s 60% surge. Amazon Prime’s hook ‘em & book ‘em.
A New Jersey ice cream truck just raised Venture Capital money, but our Takeaway has nothing to do with ice cream… just VC $$$. Amazon is jacking up the price of your Prime subscription because it’s time to hook ‘em and book ‘em. And Snapchat stock surged 60% because it realized early the greatest threat to social media isn’t regulation… it’s Apple.
$SNAP $AMZN
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Shocker: SeaWorld just had its best quarter ever, so Shamu’s dropping $3B to bulk up on amusement. Facebook stock just plummeted 20% — It wants you thinking “Metaverse” because that’s a MetaDistraction. And Elon will start pumping vacation homes with WiFi through SpaceX for $500/month… but is he pulling a Tesla or a Tiffany’s?
$FUN $SEAS $FB
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Tom Brady is retiring from football, but already wrote the Celebrepreneur playbook with GOAT Inc. Wordle went from zero to 3 million users to acquisition in 3 months because it was able to _ _ _ _ _ (hint: George Costanza). The hottest growing stock on Wall Street right now is Exxon Mobil… which is growing… because it isn’t a growth stock.
$XOM $NYT
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2/2/2022 • 18 minutes, 35 seconds
🥤🍸 “Dry January became Moist January” — The Big Beverage Blur. Rogan vs Neil Part II. FTX’s $32B crypto winter.
The biggest Dry January ever just ended, but we noticed something strange: A bunch of new alcohol. Joe Rogan and Neil Young’s Spotify duel has ended and we have a winner. And while it’s Crypto Winter for cryptocurrencies (Bitcoin Ben has lost ½ his value since November), it’s Crypto Spring for crypto-companies (one just hit a $32B valuation).
$PEP $KO $SPOT
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2/1/2022 • 18 minutes, 17 seconds
🌶️ “Kim K & Hot Sauce” — Kardashian’s $3.2B Skims. McCormick’s hot sauce sorcery. Nord Stream’s war pipe.
Just in time for the Olympics (starting this Friday!), Kim Kardashian’s Skims shapewear hit a $3.2B valuation (they’re all over these 2022 Beijing games). Hot sauce is growing so fast in America it’s making ketchup look silly, so spice king McCormick is eating up your go-to bottles. And the key to preventing war between Russia and Ukraine may come down to a pipe — 1 single pipe: The Nord Stream Pipeline.
$MKC $EONGY
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We’re looking at Apple’s earnings and only seeing 1 thing: Atlas Pose (and Marshawn Lynch). McDonald’s newest menu is a hack — it was literally designed by you (ever heard of “McSurf&Turf?”). And HackerOne raised $49M because it connects big companies with “ethical hackers”... to hack those big companies. On purpose.
$AAPL $MCD $MSFT
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1/28/2022 • 18 minutes, 4 seconds
👸 “The Princess War Diaries” — Mattel/Hasbro’s doll-ocracy. Tesla’s calendar invite. The 1st special effects stock.
Tesla’s got record numbers, but it’s also got a calendar problem (just ask Cybertruck). Mattel and Hasbro have fought a magical war over Disney princesses and we finally have a winner. And if you’ve seen Neo do that bendy thing where he dodges bullets in The Matrix, then you’ve seen DNEG. And DNEG is about to become the 1st pureplay publicly-traded visual effects stock.
$MAT $HAS $DIS $TSLA $F $GM
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1/27/2022 • 18 minutes, 2 seconds
🕸️ “Joe Rogan vs Neil Young” — Spotify’s spiderman moment. Mark Cuban’s shark drug. Plenty’s $400M salad.
Spotify has to choose between Joe Rogan’s podcast and Neil Young’s tunes because with great publishing comes great responsibility (thanks, Uncle Ben). Mark Cuban’s new side hustle is a prescription drug company, but it’s really selling trust. And Plenty raised $400M for its vertical farmed salads because it’s serving lettuce for the year 2052, not 2022.
$SPOT $WMT
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1/26/2022 • 19 minutes, 54 seconds
🎈 “It’s a balloon, not a bubble” — What’s happening to stocks. Taco Bell’s business school. Insurance’s surveillance.
If you’re feeling pain in your portfolio, it’s because the stock market has dropped 10%. But don’t call it a bubble… it’s a balloon. Taco Bell just launched a business school (guac, like tuition, is still extra) because it’s pivoting to people. And we just had a record year of fatal car accidents in the US, so insurance companies are trying a new thing: Surveillance Insurance - you give up privacy, you get $$$.
$YUM $ALL
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1/25/2022 • 17 minutes, 39 seconds
🤑 “2nd house gets 3rd boat” — Goldman’s record bonuses. Amazon’s 1st Style Store. Big Tech’s favorite child.
You heard a lot about “The Great Resignation” in 2021 — But seeing Big Bank bonuses, we’re thinking “The Great Raise” could be next in 2022. Amazon is whipping up its 1st physical clothing store that wants to be your shopping BFF: Amazon Style. And a bill just passed a vote in the Senate that tell Big Tech they can’t play favorites with their own stuff anymore (Apple can’t be the coach and let its kid play shortstop, too).
$GS $JPM $AMZN $AAPL
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NFTs are digital, but a new restaurant is serving physical sushi based no digital assets (and you gotta know a guy). Peloton stock is now at an all-time low — it’s like the pandemic surge of bike sales never happened. And Instagram is zucking TikTok (or is TikTok zucking Instagram?) because creators are the differentiator of social media.
$ETH $BTC $PTON $AMZN $FB
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Airbnb’s CEO is leaving his home to live in Airbnbs across the country… because CEOs are now Chief Cheerleading Officers. The US Postal Service just set up a website to send you 4 free Covid tests. It works because it took tricks from the tech industry. And 5G, the fastest internet speed out there, launched yesterday, which strangely might have canceled your flight.
$ABNB $VZ $T
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For the 7th time, Netflix is raising prices — We’re calling it a Party Tax. Last week was the biggest video game acquisition ever… until this week: Microsoft dropped $69B for Call of Duty icon Activision Blizzard. And if you’re like us, your portfolio is down — ½ of tech stocks have lost ½ their value because investors are refreshing their wardrobes.
$ATVI $MSFT $NFLX
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Il Makiage is the newest makeup unicorn, but it’s not a makeup company. Dawn’s dish soap is #1 in America again, and it’s all thanks to minnovations. And Ford’s stock jump means it’s worth $100B for the first time ever. It’s beating Tesla the past year thanks to… family.
$PG $F $TSLA
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1/18/2022 • 18 minutes, 14 seconds
🧸 “10-year-old makes more than us” — Ryan’s World’s $250M game. Beyond Meat’s veganuary un-miracle. TPG’s public private IPO
The 3-time highest-paid YouTube star of the year is… a 10-year-old running a toy media conglomerate. Beyond Meat just officially became the most rooted against stock on Wall Street. And the biggest IPO of 2022 is TPG — A Private Equity firm that wants to be a Public Equity firm.
$TPG $BYND $GOOG
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1/14/2022 • 16 minutes, 24 seconds
🤩 “Keeping Up With The KardashaCoin” — Celebs’ crypto lawsuit. Harry’s $140M razor. The Great Sick Day.
Kim Kardashian is getting sued because 1 out of 5 Americans saw her Insta post on a CrapCoin. If ya noticed the store near you closed early, you can blame the biggest new problem in the economy: The Great Sick Day. And Harry’s Razors just raised $140M because it realized its greatest strength isn’t blades, it’s its brains.
$BTC $ETH
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1/13/2022 • 16 minutes, 39 seconds
🐡 “Goldfish paired with Chardonnay” — Campbell Soup’s marketing blindspot. Turo’s car-share IPO. Back Market’s $6B used iPhones.
Campbell’s Soup’s top-performing snack is Goldfish, but they’ve been targeting the wrong customer for 30 years. Turo filed to IPO by zucking Airbnb’s biz and sticking it on a car like a bumper sticker. And where do iPhones go when they die? To French startup Back Market, which just hit a $5.7B valuation.
$CPB $AAPL
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1/12/2022 • 16 minutes, 22 seconds
🧑🤝🧑🧑🤝🧑 “Lines are evil” — Clear’s line revolt. Zynga’s biggest game ever. New York’s sports bet.
You may be standing on a line right now… but there’s now a revolution to kill the line. Zynga was just acquired in one of the biggest video game deals in history, because Profit Puppies aren’t Loss Llamas. And New York State just legalized sports betting apps — so we’ll tell you the dirty secret about clean sports betting apps (hint: It’s the costs).
$DKNG $PENN $YOU $ZNGA $TTWO
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1/11/2022 • 17 minutes, 8 seconds
💀 “The LaCroix Killer” — Liquid Death’s $500M water. TikTok’s TV channel. Bentley’s wealthy record.
Liquid Death is… a water company — and it’s worth half a billion dollars because it’s can solves a social problem. TikTok was born mobile-first, but its biggest move right now is to the TV in your dentist’s office (because it’s time to kill the word TV). And Bentley just had a record year of sales *again* since wealth is starting 2022 on top.
$VWAGY $RACE $BMWYY
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1/10/2022 • 16 minutes, 12 seconds
💒 “It’s Wedding Season, kid” — Bed Bath & Beyond’s registry drama. The Athletic’s $550M power play. Adam Neumann’s sneaky WeLife.
You’re prepping for the biggest wedding season in 40 years… but Bed Bath & Beyond’s legendary wedding registry business just hit a historic problem (you’re marrying other retailers). The New York Times just made its biggest acquisition in 30 years because The Athletic is Lifestyle & Listening. And WeWork’s Adam Neumann is up to something new — it might be WeLive.
$BBBY $NYT $WE
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1/7/2022 • 17 minutes, 39 seconds
🧪 “Where the Covid Tests Are” — Walmart’s Direct-to-Fridge. BMW’s movie theater. Covid Tests’ whiplash.
There’s a reason you can’t find a Covid Test right now before you see your Nana: Whiplash. Walmart just unveiled a delivery innovation so unique, it coined a new term: DTF. Direct-to-Fridge. And BWM, Chrysler, and other car companies are turning your backseat into a theater, with help from Amazon
$WMT $ABT $BMWYY $AMZN
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1/6/2022 • 15 minutes, 56 seconds
⚾ “Bodyslam Baseball Cards” — Fanatics’ wrestling move. Elizabeth’s Theranos prison. Toyota’s muda mojo.
Fanatics stole Topps’ baseball card deal with Major League Baseball… and now it’s using a pro wrestling move to buy Topps. The Elizabeth Holmes trial is finally over — she’s the rare corporate wrong-doer actually heading to jail. And one of the greatest streaks in American history just ended: Toyota stole GM’s 70-yr crown because it’s obsessed with crushing “muda.”
$NKE $TM $GM $F
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1/5/2022 • 17 minutes, 27 seconds
🥦 “It’s my Broccoli Subscription” — Sweetgreen’s salad pass. Tesla’s milestone vacay. Beer vs Liquor.
Hold the cauliflower, Sweetgreen just launched the 1st salad subscription we’ve ever seen, because some Millennials are Time-Poor. While you were vacay’ing, Tesla announced it sold almost 1 million cars last year (with a side portion of 3 controversies). And we have an update on the legendary American rivalry: Beer vs Liquor… Liquor slurped up Beer’s lead last year with a sneaky little product.
$SG $TSLA $BUD
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1/4/2022 • 19 minutes, 21 seconds
🔮 Predictions Pod 2022
In our 1st pod back for 2022, we whipped up an un-zuckably bold episode: Our 3 big business predictions for 2021:
1. Twitter will become the 1st American Super App
2. The 1st robot-only, human-free fast food restaurant is coming
3. The #1 show, movie, and shmovie in America won’t be American
And in case you’re craving them, here is last year’s “3 Big Biz Wishes” episode:
- Apple: https://podcasts.apple.com/au/podcast/1st-pod-back-our-3-big-biz-wishes-for-2021/id1386234384?i=1000519275805
- Spotify: https://open.spotify.com/episode/1M8N35PoTcuLCNymA8Vati?si=ma9xhti1TEGw4VDtFEybBw
Got your own business wish? Hit us up on Twitter @RobinhoodSnacks @JackKramer @NickOfNewYork
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1/3/2022 • 20 minutes, 27 seconds
BONUS: “Year in Review” 🥂 The 3 biggest themes of 2021
Our 2nd BONUS pod we’re dropping for the holidays… The 3 biggest themes (or is it trends? No, it’s themes) of 2021:
1. “Major Meme Mania” — The stock market changed more in 1 year than in the previous 50
2. “The Me-Conomy” — Your money shifted into 1 giant treat-yo-self
3. “Infinity Industries” — Brand new industries were created whose market are infinite
After this TBOY, our next pod back will be Monday, January 3rd with our usual digestible Takeaways. See ya then, Snackers.
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12/27/2021 • 18 minutes, 13 seconds
BONUS: “Best of 2021” 💝 Our 3 favorite stories of the Year
Boom — Bonus pod coming at ya faster than you can say “journey.” We whipped up yours and our 3 favorite stories from 2021:
“TikTok is now Tiktoooooooook” (from July 2nd)
“Honest’s Profit Puppy is a is a Diaper Cake” (from April 19th)
“Bumble’s 1st restaurant is date-friendly and spaghetti-free” (from July 1st)
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12/20/2021 • 18 minutes, 46 seconds
🎁 “Best worst gift ever” — Bruce Springsteen’s $500M song. Toys ‘R’ Us’ mall revolution. Gift Cards’ moment.
Snackers, it’s our last pod before we return on Monday, January 3rd (although we whipped up a couple bonus pods for ya over the holidays), so we made this one a TBOY. Bruce Springsteen sold his music collection to Sony for $500M because it’s the Year of the Great Sell-Off. Toys ‘R’ Us opened an amusement park store, because it’s part of the formula for the future of malls. And the gift that won 2021 is… The Gift Card (it’s all about timing).
$SONY $TGT $SBUX
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The pest industry is living its best life, so we’re getting the biggest pest control acquisition in history. Samsara just IPO’d to make your dumb business things smart. And we think the Fed’s biggest meeting of the year means a New Year’s Resolution: no more stimulus.
$TMX $RTOKY $IOT
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12/16/2021 • 18 minutes, 16 seconds
🦕 “Tri-Pegasaurus Rex” — Apple’s $3T winds. Casinos are #1 in 2021. Kellogg’s strikes back.
Apple is an emoji away from a $3 trillion valuation, so we’re looking at how it gets to $4 trillion: A car and a headset. Physical casino had their best year in the US ever — how? And with the the resigning and strikes from workers, Kellogg is hiring cereal replacements… it’s the Empire Strikes Back
$K $AAPL $MGM
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12/15/2021 • 20 minutes, 12 seconds
👑 “Technoking of the Year” — Elon is Time’s POY. Pinterest’s prediction power. Booster’s profit booster.
Pinterest’s Annual Prediction Report is a powerful trend crystal ball… what gets searched for in Pinterest this year becomes reality next year. We just got the 1st major update on how booster shots protect against the Omicron variant, so prepare for the Booster Economy. And Elon Musk just became only the 7th CEO to be Time’s “Person Of The Year”.
$PINS $TSLA $MRNA $PFE
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12/14/2021 • 19 minutes, 8 seconds
💋 “Sex & The Pely” — Vail Resorts’ price powder. Peloton’s Sex & The City sitch. Costco’s membership profits.
Spoiler: The latest “Sex & The City” series dropped Peloton stock to its lowest point in 18 months. If you’re a skier or boarder you already know the Epic Pass is 20% cheaper this year… but you may not know that Vail Resorts is a case study in pricing. And Costco stock jumped 5% because it may be America’s perfect profit puppy.
$MTN $PTON $COST
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12/13/2021 • 19 minutes, 21 seconds
🦜 “The End of the Pandemic” — Margaritaville’s parrot cruise. Starbucks’ barista union. JPMorgan’s huge prediction.
Boldest prediction yet for the New Year: JPMorgan says 2022 is when the pandemic ends. Parrothead Jimmy Buffett is taking on the 2 big cruise companies because Margaritaville is the OG unicorn Creator. And 1 town in Upstate New York is about to change the future of Starbucks baristas.
$CCL $SBUX $JPM
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12/10/2021 • 19 minutes, 38 seconds
🙊 “Shhhhhh” — Apple’s (alleged) secret deal. Wonder’s fancy food van. Cloud is the new oil.
Why is Apple the most successful US company in China? Surprise: A secret $275B deal Apple signed with China, according to a new report. Wonder is remixing food trucks up the value chain by scaling Bobby Flay's caviar ravioli anywhere. And if ya noticed whatever app you were using Tuesday wasn't working, it's because of an AWS outage - and because cloud computing is the oil of the modern economy.
$AAPL $AMZN $WMT
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12/9/2021 • 18 minutes, 19 seconds
🐯 “MrBeast vs Squid Game” — Trump’s SPAC updates. MrBeast’s re-creator vid. Electric charger highway
Former President Trump’s new “Truth” SPAC is 1 month old and just snagged its 1st SEC lawsuit. YouTube sensation MrBeast just recreated all of Squid Game and got more views than Netflix. And 50 power companies are teaming up to cure range anxiety with a transcontinental railroad of chargers.
$CHPT $QS $DWAC $GOOG
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You’ve seen your buddies’ Spotify Wrapped fill your Insta Stories because Spotify’s annual tradition transcends the greatest debate in tech. DoorDash is jumping into the #1 startup theme of 2021: 15-minute Super Delivery. And another Chinese stock (Didi) is pulling a Gwyneth Paltrow and “consciously uncoupling” from US markets.
$SPOT $DASH $UBER $DIDI
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12/7/2021 • 20 minutes, 43 seconds
🏝 “$4M for fake land” — Virtual Real Estate. Buzzfeed’s stock. Capital One’s overdraft.
We just saw a record-setting $2.4M sale of a piece of land… land in the metaverse. Here are 10 reasons why Buzzfeed is going public today in an awkward way. And Capital One is ending its most hated of all fees: It’s killing the Overdraft Fee.
$BZFD $COF
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12/6/2021 • 19 minutes, 37 seconds
🔗 “New name, who dis?” — Square’s new Block. Baseball’s lockout. Grab’s extra super app.
Square’s CEO isn’t Twitter’s CEO anymore and his 1st order of business is to change Square’s name… to Block. Major League Baseball players are demanding more $$$ — and so are the rest of America’s workers finally. And Grab’s Super App just became the biggest SPAC in history, but it’s more than a Super App (it’s an Extra Super App).
$SQ $GRAB
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12/3/2021 • 19 minutes, 4 seconds
🍪 “The Toll House Cookie Effect” — SpaceX’s “genuine risk”. Grammarly’s $13B tYpo. And the winner of Black Friday is...
We’re ready to crown the winner of Black Friday and Cyber Monday — and it all comes down to chocolate chip cookie dough. SpaceX is on the brink of the space exploration, but now Elon says it’s on the brink of bankruptcy. Adn Grammarly h!t $13 billloin becase off you’re tYpos.
$AFRM $PYPL $TSLA
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Allbirds just reported its first earnings report since the shoe company IPO’d… now the challenge is to get consumers to care about carbon like they care about calories. Facebook was just told by the UK to cancel its acquisition of Gif-platform Giphy, but it may not comply. And just in time for Santa, coal prices are spiking to 10 year highs - just as coal faces a shocking new nemesis.
$BIRD $BTU $FB
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The Omicron covid variant has messed with markets, but 1 hedge funder thinks it actually could be bullish for stocks. Twitter’s co-founder Jack Dorsey is quitting as CEO because he is declaring his love for his favorite child instead. And Virgil Abloh just passed away as the most powerful Black executive in fashion — so we want to share his cheat code for innovation: “The 3% Rule.”
$TWTR $LVMUY $MRNA
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11/30/2021 • 17 minutes, 38 seconds
🌈 “All I want for Christmas is fries” — Mariah Carey’s McMenu. Meadow’s cannabis truck. Samsung’s $17B Austin party.
The latest McDonald’s famous meal is only in the app and it’s only with Mariah Carey… because fast food is learning from the sneaker industry. Meadow is turning cannabis dispensaries into food trucks just as weed hits a delivery milestone. And Samsung’s newest factory will cost $17B — and it’s in Austin, because agglomeration.
$UBER $MCD $ACB
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11/29/2021 • 16 minutes, 59 seconds
❤️🔥 “Will you marry them?” — Match’s human match-maker. Pure Watercraft’s eBoat. Zoom’s Home Alone.
It’s our last pod before Monday 11/29 so we whipped up a TBOY for ya… Dating app Match just unveiled a new feature that’s the opposite of everything it’s ever done: Human match-making for accele-daters. Pure Watercraft just gave up 25% of itself to General Motors for electric boats because if you can electrify a boat... you can electrify anything. And Zoom was the Stay at Home stock darling of the pandemic, but now it’s Home Alone.
$MTCH $BMBL $ZM $GM
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Imagine a city that runs on Bitcoin, only uses Bitcoin, and is powered by a volcano? El Salvador just revealed their plan for that. Netflix just launched a website that shares numbers it’s never revealed before (spoiler: Squid Game was watched for 2.1 billion hours). And a key reason stocks are near record highs is because Fed Chairman Jerry Powell — and he just got invited back for another 4 years.
$NFLX $BTC
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Petco’s new flagship is serving puppy ice cream and monograms because what every retailer really needs… is an amusement park. TerraPower just snagged $2B in free money from the government because nuclear is in - especially if it’s cupcake-sized. And it’s official: Every US adult can now get a vaccine booster shot, but who gets the vaccine recipe?
$WOOF $MRNA $PFE
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We’ve got a Batman/Superman situation as Starbucks and Amazon team up on a store. Nicolas Cage is pumped that a copy of the US Constitution was (almost) bought by a special crypto team: aka “The DAO.” And Nvidia stock jumped 8% because it whipped up a physical shovel to the digital meta goldrush.
$NVDA $SBUX $AMZN $NVDA $ETH $BTC
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The Staples Center is about to become “Crypto.com Arena” — it’s the biggest naming rights deal in the history of sports. Apple stock just jumped because it’s giving you tools to fix your own iPhone. And gas prices have hit such high levels, that President Biden sent a letter to Big Oil (FYI, we just saw $6/gallon. How about you?).
$BTC $ETH $AAPL $XOM
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Reese’s isn’t resting for next year’s Halloween... instead it’s launching the ultimate peanut butter pie. Lucid is known by some as the Tesla-Killer, but it’s really part of the Electric Big 3. And Walmart knows you’re worried about holiday gifts, so we think they just turned their latest financial report into a Christmas ad.
$HSY $LCID $WMT
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11/17/2021 • 16 minutes, 45 seconds
🧣 “New Taylor, who dis?” — T-Swift’s re-record album. Casper’s acquisition ghost. Shell’s royal split.
Taylor swift just took her music back in a way we (and the 3 big record labels) haven never seen before: The Great Do-Over of the Red Album. Casper Mattress was just acquired by a private equity firm, but will its ghost haunt an entire business model forever? And Royal Dutch Shell is pulling a Justin Timberlake name-change… because splitting into 1 is how you split into 2.
$CSPR $SONY $WMG $UVV $XOM $CVX
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One of the best-performing stocks of 2021… is Build-A-Bear. Spotify just acquired an audiobook platform because the app wants you listening to 8-hours of Moby Dick. And we’re updating you on the Evergrande real estate disaster because a “global explosion” may become a “controlled implosion.”
$BBW $SPOT
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11/15/2021 • 18 minutes
🦧 “The bored apes are yachting” — Beyond Meat’s not-that-into-you. Bored Ape’s NFT. Disney’s sports betting.
The newest trend in NFTs can be summed up by 4 words you’ve never seen together: Bored Ape Yacht Club. Beyond Meat stock fell 20% this week because (as Jennifer Aniston said best) ‘they’re just not that into you.’ And Disney’s latest trick isn’t a new ride or a princess sequel: It’s sports betting (Mickey’s putting $100 on the Yankees).
$ETH $BYND $DIS
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Tiffany’s latest pivot to younger jewelry lovers: A Supreme streetwear collab… and engagement rings for men. DoorDash just made its biggest acquisition ever — $8B for we think empty calories. And inflation just jumped by its highest rate in 31 years (but the secret to ending inflation is don’t talk about i*******n).
$LVMUY $DASH
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The 1st ever mass-market electric pickup truck goes public today, but Rivian is a Stage 5 Clinger when it comes to Amazon. Paytm, the Venmo of India, is the biggest IPO in Indian history because it’s filling the Great Vacuum of China. And General Electric was once the world’s most powerful company, but now it’s splitting up the band.
$RIVN $GE
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Elon just let you decide on Twitter what he should do with $21B… but stock in Tesla is stock in Elon. AMC reported earnings, but we’re more focused on its 1st new business line: Popcorn Stores (real, live, buttery, profitable popcorn stores). And we’re breaking down what $1.2 trillion in hard infrastructure means for your daily life — hint: Amtrak fun. But first, what’s the most valuable house on Earth? More in today’s pod.
$AMC $TSLA
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11/9/2021 • 18 minutes, 11 seconds
🚴♀️ “Pulled a hammy” – Planet Fitness vs. Peloton. A $130 trillion superhero.
You may have invested in Peloton thinking it was a trend — but last week’s earnings report suggests it might be a fad (and the stock is down 50% since). And the COP26 climate summit may have a surprising hero: Big money finance.
$LYV $PTON $PLNT $JPM $C $BLK
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Hallow just raised money for its Catholic prayer app, but it’s got 1 big trend going for it and 1 trend totally going against it. Kroger’s classic grocery store has a crazy plan to expand to Florida… “because once it’s obvious, it’s too late.” And Big Chicken icon Tyson Foods managed to vaccinate 96% of its workers because it made a big bet — without data.
$TSN $KR
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The Cheesecake Factory just had its best quarter ever because it’s doing 24/7 cheesecake takeout. Nike’s newest trademark is for virtual sneakers — it’s their 1st step into the Metaverse. And the Fed just cut the economy’s allowance, but Wall Street’s OK with it.
$CAKE $NKE
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Squid Game… the cryptocurrency. It’s a new coin and a new scam that’s basically the Fyre Fest of crypto because it surged 40,000% and then fell 40,000%. Under Armour jumped 14% because it’s finally brushed off its Bargain Store Blemish. And Zillow stock plummeted because ya simply can’t scale a house.
$UA $RL $Z
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11/3/2021 • 18 minutes, 17 seconds
🪣 “Your Basketball homework is due” — Coke’s sibling rivalry. Overtime’s high school league. Shanghai Disney’s 1 COVID case.
Coca-Cola just made its biggest acquisition ever: $8B for BodyArmor. Overtime Elite just launched the newest pro sports league… but it’s with high school players. And Shanghai Disneyland had a single Covid case that shut down its theme park — because Disney doesn’t actually own Disney Shanghai.
$KO $DIS
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11/2/2021 • 19 minutes, 15 seconds
🛍️ “Kardash-a-deal” — Kim’s Skims x Fendi. Microsoft dunks on Apple. G20’s climate climax.
Kim Kardashian’s Skims shapewear just snagged a deal with Fendi, but now she’s doing the opposite of what got her to a $1.6B valuation. For the first time since 2010, Microsoft is worth more than Apple. And the G20 Climate Summit kicks off the biggest climate change event for the global economy in 6 years.
$LVMUY $MSFT $AAPL
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11/1/2021 • 17 minutes, 22 seconds
👻 “The Ghost of Blockbuster” — RedBox’s couch potato. Amazon’s elf strategy. Lovevery’s $800M baby.
Remember DVDs? Disc legend RedBox just went public because it’s discovered the ultimate American couch potato. Lovevery hit an adorable $800M valuation because its baby box is the future of the subscription box. And Amazon stock fell after a slowdown, but we’re focusing on its elf strategy for the biggest holidays ever.
$RDBX $MAT $AMZN
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10/29/2021 • 18 minutes, 29 seconds
👗 “Gucci look, Fucci price” — Rent The Runway’s BFF IPO. The Billionaire tax. McCocaKraft’s money trick.
Rent The Runway shares fell on their 1st day of trading, but the real story is how RTR is dependent on your BFF. McCocaKraft isn’t 1 company, it’s 3 — McDonald’s, Coca-Cola, and Kraft-Heinz all just told us what we’re doing with our money. And just 3 days before Halloween, America’s billionaire’s get freaked out by the most intense, specific, and detailed nightmare of their lives.
$RENT $AMZN
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10/28/2021 • 17 minutes, 57 seconds
🕹️“A video game team... stock” — FaZe Clan’s eSports. Spotify’s hub-tastic plan. Facebook’s 2 threats & 1 weapon.
Spotify’s earnings are today, but we think the bigger story is their new merch store… because Spotify could create the 1st true hub for the Creator Economy. FaZe Clan is taking their eSports team public for $1B thanks to Pitbull and 350M pairs of eyeballs. And Facebook’s facing 2 threats with 1 weapon: A “Reality Lab.”
$FAZE $SPOT $SHOP $FB $BRPM
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Hertz teamed up with Tom Brady and Tesla for one of the biggest electric car deals ever. Coinstar’s coin counters are hitting 200 Walmarts to become the Bitcoin ATM for the people. And 23andMe wants you to call it “Dr. 23andMe” because its latest acquisition wants to personalize your next appointment based on your DNA.
$HTZZ $ME $TSLA $WMT $BTC
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10/26/2021 • 18 minutes, 33 seconds
💋 “PinPal” — Spanx’s $1B. PayPal’s Pinterest. Maersk & Crocs sitting in a tree, S-H-I-P-I-N-G.
The shocking couple that’s potentially dating right now is PayPal and Pinterest because PayPal wants to create a “Super App.” Spanx just sold for $1.2B, but Kim K is dressed to play. And the whole shipping fiasco that could delay your Christmas can be explained by Crocs, Maersk, and a Beyonce concert ticket.
$PINS $PYPL $CROX $BX $AMKBY
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We just got the 1st ever stock chaired by a former US president… and it jumped 350% on Day #1. Two years after it canceled its IPO, WeWork just went public thanks to what Alfred told Batman. And Tesla’s earnings reveal it doing something new with cash money: Instead of burning cash, it’s printing it.
$WE $TSLA $DWAC $BOWX
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10/22/2021 • 20 minutes, 44 seconds
🐙 “The Tragic Kingdom” — EA’s FIFA breakup. Netflix’s squid game(s). Ulta Beauty’s journey.
EA Sports got dumped by FIFA, so it’s planning the unthinkable: FIFA without FIFA. Ulta Beauty stock dropped 12% because when you leave Ulta, you get in your car, and you go on TikTok. And Netflix’s earnings revealed that you binge on Squid Game, but the opportunity is in Squid Games (catch what we did there?).
$EA $ULTA $NFLX
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10/21/2021 • 19 minutes, 30 seconds
🍕 “The greatest streak is over” — Domino’s era ends. Apple’s Dr. AirPods. Instacart’s smartest cart.
Our favorite streak in Wall Street history ended as the era of Domino’s domination closes. Instacart just made its biggest acquisition ever: It’s a shopping cart so smart you’ll think it’s a Tesla. And Apple’s big event revealed that it wants AirPods to replace iPhone as its future #ProfitPuppy.
$DPZ $AAPL
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We’re on the verge of an oat-pocalypse as the US faces its greatest oat shortage in history… so good time to check out Oatly’s stock. Roblox is the #1 destination for American kids (online or off), but its newest thing is Roblox for adults. And Johnson & Johnson created a brand new company filled with all the toxic stuff from the old Johnson & Johnson — Call it “The Texas Two-Step.”
$OTLY $RBLX $JNJ
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LeBron’s media startup side-hustle just hit a $725M valuation, but then we noticed he pulled the boldest move in investing: “The MiMo.” Bitcoin hit $60K because retirement accounts could be its biggest door to open. And LinkedIn became the final major American social media icon to leave China — It’s a red-light-green-light situation.
$BTC $NKE $MSFT
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Ex-unicorn ClassPass was just acquired by MindBody because the future of working out could look like dining out. GitLab surged 35% on its IPO and it’s so radically transparent that they let the competition crash their meetings. And America is living through a Super Strike because you’re making more dough, but what’s the price of bread?
$GTLB $DE
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10/15/2021 • 17 minutes, 31 seconds
🏖️ “The Host Economy” — Airbnb’s home-fluencing. Vuse’s approved eCig. The Government’s grand intervention
The Creator Economy gets all the attention, but Airbnb thinks a new thing will get just as big: The Host Economy. For the 1st time in history, an ecigarette just got FDA approval because Vuse is Moving Slow & Asking For Permission. And chips, ships, and ransomware are messing with markets worldwide, so the government just kicked things up a notch this week.
$ABNB
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The owner of Zales, Kay, and Jared’s isn’t just selling more jewelry than ever, it’s selling pricier jewelry. Is Starbucks 50 years old or 50 years young? And the NHL is kicking off its renaissance season — but it needs Disney’s marketing magic.
$SIG $SBUX $DIS
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The artist behind Chubbies’ shorts is going public, but it’s really a fraternity. Southwest Airlines just canceled so many weekend flights that its stock dropped (and the mysteries began). And the Nobel Prize for economics just tested an ancient theory: Would a $15 minimum wage make McDonald’s lay off their burger crew?
$DTC $LUV
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Asana’s stock is a top stock of 2021 - and their CEO has been buying more and more of his own stock all year. Tesla just quit California to move to Austin, but the real story here is every company *except* for Tesla. And Saudi Arabia’s national royal fund just dropped $400M to buy a professional English football club — which instantly transforms it into England’s richest soccer club.
$TSLA $ASAN
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Levi’s stock surged 8% not because of jeans it’s selling, but because of what it’s buying. Perfect Day hit a $1.5B valuation for pioneering a new phase in the Future Food industry: Meat-Based-Meat-Without-The-Meat. And the annual report on Gen-Z just revealed we’ve got a brand new brand king of the generation (Snapchat is out, Nike is in).
$LEVI $BYND $NKE
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10/8/2021 • 18 minutes, 58 seconds
🖼️ “1/1000th of a Bob Ross” — Cruise’s $50B robo-taxi ride. Masterworks’ unicorn painting. Google’s carb nudge.
Cruise’s robo-taxis are already driving through the streets of San Francisco, which could deliver GM an extra $50B in sales. Masterworks hit a $1B valuation by letting you buy a piece of a Picasso. And Google whipped up 4 new carbon-crushing features for your life that all come down to “The Nudge.”
$GOOG $GM
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10/7/2021 • 19 minutes, 22 seconds
🍷 “Hey Alexa, pour Pinot” — Napa’s audio wine. Twitter’s tipping. Oil’s $5 per gallo
Duckhorn Vineyards just IPO’d as a pure-play pinot stock, but its latest move isn’t drinking wine, it’s listening to wine. Oil prices just hit record highs worldwide — and that’s really a tax on the entire economy. And while Facebook was down Monday, Twitter wasn’t. But we’re focused on the Bitcoin tipping feature
$NAPA $TWTR $BTC $MC $V $PYPL $SQ
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Squid Game has become a market-moving Netflix show messing with stocks. The latest move in digital cryptocurrencies is physical crypto stores. And a 470-mile undersea electric cable by National Grid is solving the biggest problem of renewable energy: Inconsistency.
$NFLX $BTC $ETH $NGG
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Merck jumped 16% on word it may have created a Covid-crushing pill, then its stock created a Corporate Conga Line. The Cosmopolitan Hotel in Vegas sold for $5.7B and the winners are bach parties and Blackstone Private Equity. And Ozy is the media startup getting all the attention right now for all the wrong reasons.
$BX $GS $MRK
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10/4/2021 • 20 minutes, 15 seconds
👕 “The Yeezy Premium” — Kanye + The Gap. Dollar Tree’s $2. Star Wars’ cruise strategy.
The Gap stock popped because, you know, Kanye — So we’re breaking down the size of the Yeezy Price Premium ($58 per hoodie). A new dollar store opens every 6 hours in the US, but Dollar Tree’s newest product is… $1.50. And everyone’s focused on Disney’s Disney+ streaming, but its real profit puppy may be a Star Wars hotel.
$DLTR $DG $GPS $DIS
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10/1/2021 • 19 minutes, 29 seconds
👀 “The Dumbledore of DTC” — Warby Parker’s stock. Amazon’s robo-pooch. Debt Ceiling’s drama.
Warby Parker just went public with $56 worth of eyeglasses, but its greatest creation isn’t shades — it’s its business model. Amazon’s biggest new product of the year is a lineup of robots to take over your home, your body, and fly through your kitchen. And the Debt Ceiling drama down in DC all comes down to today.
$WRBY $CSPR $APRN $SFIX $HNST $AMZN
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Lego became the biggest toy company on Earth by no longer targeting kids. TikTik just joined the One-Billion-User Club, but TikTok’s not making enough money on TikTok. And Ferrari just snagged the guy who designed the iPhone to design the iRaceCar.
$RACE $HAS
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Tesla launched full self-driving mode for its cars, but the problem is the speed limit (there isn’t one). Aurora Cannabis’s stock has fallen 95% from its all-time high because it’s one vice different from the others. And Zillow’s been buying up 1,000 American homes every month… and then a viral TikTok video happened.
$Z $ACB $TSL
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You’re grounded: China just all-out banned crypto-anything in China… but that could be good for crypto in the US. Firework is TikTokifying Albertsons’ grocery app because of “The 3 Vs.” And the WSJ’s Burn Book on Facebook deluge of negative press has them reversing the PR strategy — Actually they found a new one.
$ACI $BTC $ETH $FB
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Olive Garden’s record high stock price explains the rift between Wall Street and Main Street. Amazon is whipping up its 1st department stores with a focus on the dressing room (#EndRetailGhosting). And the future of electric cars is literally in your pocket thanks to Redwood Materials’ “Urban Mining” plan.
$DRI $AMZN $TSLA $F
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Forget Fast Fashion and Second-Hand Clothing… Princess Polly and Culture Kings just IPO’d thanks to Real-Time Fashion (and micro-influencers). Netflix just made its biggest acquisition with “Charlie & The Chocolate Factory,” but the real story is that it’s building a factory. And Airbnb’s CEO snagged a podium and gave a speech on the future of travel: It’ll be bigger, longer, and different.
$AKA $ABNB $NFLX
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Universal Music popped on its IPO because your Insta stories are powering music. Sorare just landed the biggest deal in NFT history because it turned Lionel Messi into a game. And Volkswagen is Netflixing cars… we’re calling it VW+.
$ETH $UMG $VWAGY
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9/22/2021 • 19 minutes, 55 seconds
🐳 “It’s the ripple, not the splash” — Evergrande’s crisis. Hotel Peloton. The Emmys’ real winner.
Stock markets had their worst day in months because China’s got a brewing real estate crisis (cue the Lehman Brothers vibes). We noticed that Peloton’s website has a curious “Hotels” tab, so we clicked further. And the Emmy awards follow the money: Tech’s got the ca$h, legacy media doesn’t.
$EGRNF $NFLX $PTON $AAPL
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We just got a peek into the nuclear submarine industry after subs experienced their biggest drama since the periscope. Dutch Bros coffee popped 60% since its IPO because it’s taking on Starbucks and Dunkin’ with broistas (not baristas - you read that right). And Microsoft is splurging a whopping $60B on… itself (that’s 3.5 Lyfts).
$BROS $THLLY $MSFT $GD $HII
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9/20/2021 • 19 minutes, 40 seconds
👩🚀 “Elon’s favorite child” — SpaceX vs Everyone. $Harvard vs $Yale. NYC vs Delivery apps.
SpaceX wasn’t the first to send regular humans to space, but this week’s launch is otherworldly. Harvard’s college endowment is bigger than ½ the countries in the world, and it’s making an unprecedented climate move (that also beats Yale). And DoorDash and NYC are fighting over your $9 dumpling fee, but their latest battle is over your phone number.
$TSLA $DASH $UBER $GRUB
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9/17/2021 • 18 minutes, 46 seconds
🍦 “Grab your McFlurry wrench” — Canva’s $40B tap-onomics. McDonald’s McFlurrygate. Rivian’s Ricky Bobby eTruck.
Canva just became the #5 most valuable startup, and the #1 most valuable female-founded startup ever. Rivian just hit the biggest milestone yet for electric cars: Actually selling the 1st electric truck (no one else has). And if ya noticed your local McDonald’s McFlurry machine is broken, that’s because it is…So Ronald is getting investigated.
$MCD $AMZN $F $GM
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9/16/2021 • 20 minutes, 22 seconds
🐘 “The Jurassic Park startup” — Toast’s IPO champagne. Mailchimp’s bootstrapped billions. iPhone 13.
Toast is popping bottles for its IPO after finding the one area of food everyone forgot about. Mailchimp just sold for $12B by pulling off something no other startup its size has ever done. And every September, Apple hosts its major product event… behold the iPhone 13.
$TOST $INTU $AAPL
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The WSJ’s deep reporting shows Facebook’s got a secret club of 5.8M VIPs users subject to different FB rules than everyone else. JP Morgan just acquired a hipster restaurant startup The Infatuation (we double-taked)? And Democrats just unveiled their beefy, meaty, tax hike on the wealthy & big business, so we whipped up some numbers for ya.
$JPM $FB
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9/14/2021 • 18 minutes, 37 seconds
💩 “Smart Butt” — Casana’s toilet tech. Amazon’s new living room. Fortnite’s epic victory.
Toss out your Fitbit... the biggest new thing in health tech is a smart toilet that analyzes your waste. Amazon knows the average American spends 6 hours/day watching TV, so Alexa TV is taking over your TV. And Fortnite just beat Apple in court with a win that could rebalance the app universe (Bumble, Tinder, and Words With Friends are pumped).
$AMZN $BMBL $MTCH $SPOT $AAPL
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9/13/2021 • 19 minutes, 57 seconds
🕶️ “Facebook Ray-Bans” — NFL’s hail mary 5G. Zuck’s 1st smart glasses. Lulu-ton vs Pelo-lemon.
The NFL season kicks off this weekend, but the focus is your phone. Facebook just whipped up its first smart glasses, so Zuck’s sporting Ray-Bans. And Lululemon stock hit a record high just as Peloton announced… a Lululemon athleisure rival.
$LULU $PTON $VZ $FB
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9/10/2021 • 18 minutes, 54 seconds
🎮 “GameStop’s rebuilding season” — Theranos' trial. Beauty Pie’s insane loyalty. GameStop’s new team.
Elizabeth Holmes put on her finest black turtleneck for the 1st day of the Theranos fraud trial. GameStop is rebuilding its team with more roster moves than the Mets. And Beauty Pie raised $100M as the “Costco of Cosmetics” because it has the most insane customer loyalty we’ve ever seen.
$GME $LVMUY
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Happy B-Day to El Salvador, which just made Bitcoin legal tender… so we’re looking at how it went down (spoiler: lava). Callaway Golf shockingly claims its sales are about to double, but the real reason is a White claw and a 7-iron. And just after Hurricane Ida crushed a record number of power polls, Entergy Corp is facing a Shakespearean question: To bury, or not to bury.
$BTC $ELY $ETR
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While we were on our August vacation, Botox has been thriving — Botox for guys (Brotox). Apple had its worst month in years, but we think the real story is Apple’s new thing: Apple Drivers License. And Whoop just became the biggest fitness tech startup on Earth by selling its fitness trackers… for free.
$ABBV $AAPL $YOU
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9/7/2021 • 20 minutes, 33 seconds
👶 “What comes after Gen Z?” — Facebook’s 1st Metaverse. Home Depot’s Halloween. Gen Alpha’s Mom-lennials.
Snackers, this TBOY is our last pod until Tuesday, September 7th. (we’re taking some August vacation to rest the pipes). So we’re looking at Facebook’s first move into the Metaverse… through your office. Then Home Depot’s biggest story of the summer is actually Halloween (spoiler: 12-foot skeletons). And finally, we’ve found the next generation after Gen Z: Gen Alpha is the new startup target.
$HD $FB
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8/20/2021 • 20 minutes, 49 seconds
🦖 “Dino Nuggets” – TikTok’s new boss. Weed’s Julia Roberts. Maven’s special unicorn.
TikTok just passed Facebook for most downloaded app of 2021, but its new boss is… China’s government. Tilray Cannabis is buying weed store MedMen in a strategic wedding straight outta Notting Hill (the movie, not the place. Although both are lovely). And Maven just became a unicorn, but the real news is that it’s the 1st women’s health unicorn.
$TLRY $FB
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Mondelez is turning Oreo’s from cookies into cakes because snacking evolved to indulging. The government probe into Tesla’s self-driving could be the end of Elon’s “round-up marketing” fun. And Walmart’s 4 highlights right now are parties, pants, potatoes, and backPacks, but it just lost its legendary crown.
$TSLA $MDLZ $WMT
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8/18/2021 • 19 minutes, 18 seconds
♨️ “2 parts good coffee, 1 part cheap coffee” — Coffee’s swap-flation. Sonos’ rich David. Authentic Brands’ Reebok reboot.
Your morning coffee could get pricer now that coffee bean prices have surged 43%... unless we see some "Swap-flation" (new thing). Sonos sued Goliath, and the judge decided David was right, Google was wrong. And Reebok got sold by Adidas to Authentic Brands for $2.5B — But who is Authentic Brands?
$SONO $GOOG $SBUX
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8/17/2021 • 17 minutes, 37 seconds
🐠 “My tuna is a tomato” — Seafood’s plant-based surprise. FIGS’ nurse fashion. Marriott’s & Airbnb’s bleisure.
Plant-based meat is getting all the love, but the next plant-based meal is faux fish. Marriott and Airbnb couldn’t be more opposite, but now they’ve got 1 new thing in common: “Bleisure.” And what Lululemon did to leggings, Figs just did to scrubs.
$FIGS $BYND $ABNB $MAR
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8/16/2021 • 17 minutes, 55 seconds
🧑🎨 “The Da Vinci of Drive-Thru” — Taco Bell’s renaissance. Disney’s great experiment. Miami’s other money.
There’s a renaissance going on with Drive-Thrus, but Taco Bell just whipped up the ultimate masterpiece. Disney’s stock jumped 5% because it’s running The Great Streaming Experiment. And over in Miami, everyone’s talking about Bitcoin, even though they’re really thinking about Bonds.
$YUM $DIS $FUBO
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8/13/2021 • 18 minutes, 35 seconds
⚽ “Kardashian vs Messi” — WeWork’s new SaksWork. Weight Watchers’ cold vaxx summer. Lionel Messi’s Nike shirt.
Lockdowns grew our waistlines, but Weight Watchers stock plummeted 25% yesterday. The real celebration of Lionel Messi’s record-breaking soccer deal is at Nike: The business of obsolescence. And say goodbye to the old WeWork… say hello to WeMall.
$WW $BOWX $NKE
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8/12/2021 • 17 minutes, 22 seconds
😈 “We can’t say it on the pod” — SmileDirectClub’s frown. Infrastructure’s $1 Trillion menu. F***YouPayMe’s moment
This was the year of the mouth makeover as you glammed your molars, but SmileDirectClub’s stock just plummeted 25%. The Infrastructure Bill just got shockingly bipartisan support so we’re looking at what $1 trillion gets ya these days. And there’s a new app that’s literally cursing - but it’s also helping the Creator Economy get paid.
$SDC $ALGN
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8/11/2021 • 18 minutes, 4 seconds
🦧 “Bitcoin for Batman” — AMC’s storytelling. Walmart’s free tuition. Big Chicken’s $5B wing.
AMC just announced it’ll accept Bitcoin for your ticket if you want to watch your 478th Marvel movie. The Wage Wars have turned into the Battle of the Benefits after Walmart and Target offer to pay your tuition. And America’s 3rd biggest chicken company just sold for $5B because wings have become white gold.
$AMC $SAFM $WMT $TGT
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8/10/2021 • 17 minutes, 14 seconds
🚦 “Crypto traffic lights: Good or bad?” — Levi’s corporate FOMO. The Fantastic American 4. Bitcoin’s speed limit.
The Chief of Wall Street said that crypto is the “Wild West,” so we’re looking at Bitcoin’s Traffic Light problem (or is it an opportunity?). Levi’s just bought Beyond Yoga because it’s got a case of Corporate FOMO. And the Big 3 car companies just said they’ll go 50% electric by 2030. But we need to start saying The Fantastic American Four.
$BTC $LEVI $TSLA $STLA $GM $F
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The newest billionaire is Rihanna, but the real story is the new business model of “Beauty Celebrepreneurs”. Clear Secure’s stock is up 75% since their IPO because they want to kill off wallets forever. And Lyft and Uber (“LUber”) both reported earnings this week… but they’re no longer the same company.
$YOU $LYFT $UBER $LVMUY
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8/6/2021 • 17 minutes, 16 seconds
⛰️ “Coors Premium” – Molson’s economy massacre. Big TV’s ad migration. Tencent’s electric drug.
Molson Coors is retiring 11 classic brew brands because beer is like an airplane. Tencent (Earth’s 2nd biggest video game company) was just told by China that its top game is “spiritual opium.” And Big TV is losing so much ad money to Big Tech that we’re calling it a migration.
$TCEHY $TAP $CMCSA $DISCA
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8/5/2021 • 15 minutes, 31 seconds
🍊 “The other juice cleanse” — Delta Variant’s biz impact. Pepsi’s OJ. Gopuff’s dark stores.
The Delta Variant - we tell you what it means for stocks, business, and the economy. PepsiCo is selling off its orange juice biz for $3.3B. And GoPuff leads an industry we’re calling “Super Delivery”
$PEP $DJIA
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8/4/2021 • 17 minutes, 25 seconds
🦄 “Big Little Unicorns” — Reese’s $900M schmoovie. DraftKings’ sports bar. Square’s $29B FOMO.
DraftKings wants to launch its first ever sports bar. Reese Witherspoon sold her schmoovie studio for $900M because “The 3 C’s of Content” are killing it. And Square just made its biggest acquisition ever after it got FOMO for a Gen Z Credit Card.
$DKNG $SQ $BX $AMC $AFRM $PYPL
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Pinterest dropped 20% as it takes on its biggest pivot ever: From search engine to scroll engine. Sherwin-Williams has whipped up fresh paint since 1866, but it just signaled that the House Hype Era is over. And Squire hit a $750M valuation for a barbershop app after the founders literally bought a barbershop.
$PINS $SHW $SQ
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DoorDash just launched a new ghost kitchen, but the shocker is who’s actually whipping up the eggs… DoorDash is chef. Comcast isn’t just keeping you on hold to complain about the internet speed — it’s become the anti-Disney. And Amazon’s earnings revealed that Prime is a network (spiderweb?) of benefits you can’t escape from.
$DASH $AMZN $CMCSA
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Starbucks just snagged a record quarter because your cold brews are Starbucks’ new profit puppy. Simone Biles just put her mental health before a gold medal, and her sponsor Athleta made the same move. And you’ve heard about the Great Chip Shortage from toys to trucks, but the chip industry may get an ice cream headache.
$SBUX $GPS $AMD $NVDA $INTC
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7/29/2021 • 16 minutes, 4 seconds
🥳 “The Lassie of profit puppies” — Apple’s growth flip. Philip Morris’ self-loathing. Louis Vuitton’s handbag record.
Apple just told us that its iPhone business is literally as big as Costco. Cigarette-maker Phillip Morris just asked the UK government to ban… cigarettes. And the biggest company in Europe is now luxury icon LVMH because handbags are back, baby.
$AAPL $PM $LVMUY
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Bitcoin just jumped 15% after a PFWTM mentioned that Amazon will accept Bitcoin and then launch its own crypto… but then everything changed at 4:55pm. Hasbro shares jumped 12% on My Little Pony love, but the surprise is its secretive movie studio. And Tesla just announced earnings, but we’re focusing on Lucid Motors — which zucked Tesla.
$LCID $TSLA $BTC $HAS $MAT $AMZN $CCIV
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7/27/2021 • 16 minutes, 43 seconds
👙 “Airbnb for Pools” — Facebook’s “Metaverse”. Swimply’s pool play. Kim-Clark’s shrinkflation.
Facebook reports earnings this week, but the real story is that Zuck’s been building a Metaverse this whole time. Swimply just became the Airbnb for pools, and that’s kind of a problem for Airbnb. And toilet paper icon Kimberly-Clark reveals that we’re facing a wild new thing: Shrink-flation (it’s sneaky).
$KMB $ABNB $FB
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7/26/2021 • 16 minutes, 26 seconds
🌯 “The $50 Billion Burrito” — Olympics’ money. Chipotle’s 2 lives. The Opioid $26B settlement.
The Olympics kick off today in Tokyo, so we’re looking at who actually wins the Olympics. Chipotle stock just hit a record high because it just discovered it’s actually 2 different restaurants. And we just got the 2nd biggest settlement in US history - $26B for the opioid epidemic. And yet the painkiller stocks rose?
$CMG $ABC $JNJ $MCK $CAH
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7/23/2021 • 20 minutes, 44 seconds
🤕 “Fail Fast and Make Things” — Tesla’s SuperChargers. Varsity Inc.’s payday. Twitter’s un-Zucking.
Tesla’s kept a profit puppy hidden from us the last few years… but now it’s giving it away to competitors? College athletes are about to profit off themselves, so we got off the bench to gameplan the new industry: Varsity, Inc. And Twitter and Snapchat both report earnings today, yet they’ve followed completely different paths (hint: one involves an “Un-Zucking”).
$TSLA $SNAP $TWTR
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7/22/2021 • 18 minutes, 8 seconds
🎳 “El Duderino of the Pins” — Bowlero’s $2.6B. Peloton’s 1st video game. Moderna’s Arya Stark.
Peloton just announced a video game because it needs you to stay on the bike like Donkey Kong is forcing you to. The biggest bowling alley on Earth is going public because the casual athlete has become king. And Moderna just joined the S&P 500 because it’s copy/pasting its vaccine strategy to hunt down other viruses.
$BOWL $ISOS $PTON $MRNA
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The Dow suffered its biggest drop of the year because the stock market narrative can change freakishly fast. Tractor Supply Company loves farmers, ranchers and chiclets (literally, lots of chickens) — small niche, big profits. And Hero is Klarna’s latest acquisition to turn in-store sales associates into online influencers.
$TSCO
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7/20/2021 • 18 minutes, 26 seconds
✨ “We’re ensconced in velvet” — Soho House’s urban club IPO. Zoom’s translation deal. Fathom’s 3D revolution.
If you like working under a chandelier, then Soho House’s IPO has a Takeaway for you at its members-only club in Mykonos. Zoom just acquired a translation startup because it’s facing a 4-front war with Google. And Fathom is SPACing its 3D printers because we’ve entered a new Industrial Revolution.
$MCG $ZM $ATMR
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7/19/2021 • 18 minutes, 55 seconds
🍸 “The 4th alcohol” — Boston Beer’s cocktail-ification. Big Banks’ silver bullet. Your new doctor date.
Two major liquor legends are teaming up to pursue a new category of alcohol: The Canned Cocktail. All 6 big US banks just reported earnings and they’re loving the most entrepreneurial year in US history. And you’re about to rekindle a new relationship after the pandemic… the doctor’s visit (health insurance companies aren’t thrilled).
$SAM $STBFY $GS $MS $JPM $UNH
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7/16/2021 • 17 minutes, 4 seconds
💰 “You get $300/month per kid” — Cash for kids. Oatly’s shenanigans. LG’s special battery.
Oatly stock dropped after an activist investor accused the alt-milk icon of “shenanigans” and “mind control.” LG doesn’t just make your TV and flip phone… it may have the battery to save the world. And today 39M families get a $300 check for each of their kids — but kids aren’t the only winners.
$OTLY $TJX $DG
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7/15/2021 • 19 minutes, 12 seconds
🥩“Don’t disrupt the grill” — Weber’s BBQ IPO. Netflix’s podcasts. Inflation’s big winner.
Grilling icon Weber just announced a flame-broiled IPO, but its greatest strength is its greatest weakness. Netflix just made its 1st big hire for Netflix Podcasts because we’re entering the “Post-Couch Era.” And it’s official… from peanut butter to airplane tickets, you’re paying more for things — but there is 1 inflation winner.
$WEBR $NFLX
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7/14/2021 • 17 minutes, 57 seconds
👖 “They don’t fit (at all)” — Levi’s wardrobe refresh. Black Widow’s playbook. Flipkart’s $38B secret war.
Turns out 35% of us saw our waist sizes change in one direction or another, so Levi’s is making some changes too. Black Widow isn’t just a superhero movie that just dropped… it’s the playbook for how to premier future films. And Flipkart just hit a whopping $38B valuation as the ecommerce icon of India, but it’s really part of a secret war between Walmart and Amazon.
$LEVI $DIS $WMT $AMZN
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Branson is beating Bezos to orbit because this is the biggest week for space since Buzz Aldrin. You’ll notice your local Subway sandwich spot is shut down today for its biggest makeover ever. And Square announced it’s building a physical Bitcoin hardware wallet (real thing) because all good crypto stories involve Liam Neeson.
$SPCE $BTC $BA
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7/12/2021 • 19 minutes, 26 seconds
🍝 “A German Tony Soprano” — BMW got snitched. Glossier’s brow store. Marlboro’s cigarette theme park.
BMW and Volkswagen just fined $1B... because their German rival snitched on them. Glossier hit a $1.8B valuation because the future of makeup is Inspo. And Marlboro just sold its 18,000-square-foot cigarette ranch theme park. It’s the perfect case study in marketing.
$BMWYY $VWAGY $MO
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7/9/2021 • 19 minutes, 11 seconds
🏡 “How to survive a Zucking” — Nextdoor’s $4B SPAC. Bloomingdale’s millennial mall. The Jedi’s $10B fail.
Neighborhood social network Nextdoor is going public via SPAC, but the real story here is how it survived a Zucking. Bloomingdale’s is whipping up a new version of itself called Bloomie’s — it’s way smaller. And the Pentagon’s epic $10B JEDI contract just fell apart because time is the greatest enemy of deals.
$KVSB $M $MSFT
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7/8/2021 • 18 minutes, 29 seconds
🏒 “Watch this penalty shot for $0.99” — Torrid’s plus-size IPO. Didi’s 20% plummet. Buzzer’s sports savior.
The best-performing IPO of last week got no attention: Torrid noticed that 67% of US women are plus sized, but only 14% of US clothing sales are. Didi plummeted 20% after going public because we’re in a new era of investing in China. And Buzzer just launched to TikTokify live sports since Gen Z is accused of killing them.
$CURV $DIDI
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7/7/2021 • 17 minutes, 19 seconds
👋 “Bezos is gone” — Amazon’s new CEO. Foot Locker’s blister. Wheels Up’s private jet pop.
Jeff Bezos officially stepped down as Amazon CEO yesterday, so we’re introducing you to the new guy. Private jets are living their best lives right now and Wheels Up is the 1st purely private plane stock to go public. And Foot Locker is shockingly up 60% this year because it goes to where the customers decide, not where they are.
$UP $ASPL $FL $AMZN
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TikTok just made 1 small change to your videos with 1 huge impact. LegalZoom IPO’d thanks to America having its most entrepreneurial year ever. And Exxon Mobil’s CEO just got caught in a sting operation that tells us how they really fell about climate change.
$LZ $XOM
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Bumble is opening up its very first restaurant (not a typo) in New York. With an epic heatwave, we’re looking at air conditioner icon Trane Technologies, whose stock is enjoying an all-time high. And while your yoga studio was on lockdown, Gympass hit a $2.2B valuation because it… went after fewer customers.
$BMBL $TT
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7/1/2021 • 18 minutes, 32 seconds
🍭 “No more candy eCigs” — Juul’s $40M settlement. United’s more legroom. Foxconn’s 8th wonder.
Juul is paying up $40M for its role in the teen vaping epidemic. United Airlines just made the biggest airplane order in a decade. And Foxconn was supposed to build the “8th Wonder of the World” in Wisconsin… but it didn’t.
$UAL $MO
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Venmo’s been so free for so long. But that may change with its new hook-em-then-book-em strategy. Facebook hit a platinum pegasus $1 trillion valuation after winning its most important lawsuit ever. And Honda is making its 1st ever electric vehicle… but it’s not making its 1st ever electric vehicle.
$HMC $GM $PYPL $FB
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6/29/2021 • 18 minutes, 27 seconds
🐩 “Chewy’s Shiba-Doodle purebred” — Chewy’s pet adoption. Peacock’s Hamilton moment. Infrastructure’s 2 un-compromises.
Chewy has a plan to turn you into its profit puppy: Pet adoption. In an unprecedented moment in Olympic history, NBC’s Peacock will be streaming the games to peacock (we’re calling it their Hamilton Moment). And the latest infrastructure deal could be $600B, $2T, or somewhere in between… but that depends on 1 uncompromisable compromises.
$CHWY $CMCSA $CAT $VMC $CHPT
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6/28/2021 • 18 minutes, 23 seconds
🐐 “37 best sneaker listicles ever” — BuzzFeed’s SPAC. Goat’s $3.7B fundraise. 6 Big Tech bills.
After 15 years, BuzzFeed is going public because it’s the Charles Darwin of media. Sneakerhead marketplace Goat hit a $3.7B valuation since sneakers are the ultimate selfie collectible. And the House is about to look at not 1, not 2, but 6 bills to mess with Big Tech (spoiler: They’ve got bipartisan support).
$ENFA $AMZN $GOOG $FB $MSFT
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Already the world’s biggest jeweler, Pandora will never sell another real diamond again… only lab-grown ones. Winnebago is living its best life, so we’re looking at why its motor home stock isn’t. And Microsoft just became a Double-Platinum Pegasus with a $2 trillion valuation which begs 2 questions: Microsoft? How?
$PANDY $WGO $MSFT
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6/24/2021 • 16 minutes, 19 seconds
🔥 “Profile pics are dead” — Tinder’s vid game. Airlines’ great pilot panic. Blackstone’s $6B house party.
Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that you’ll probably pay more for your flight (and then it’ll probably be canceled). And the biggest landlord on Earth, Blackstone, bets $6B that real estate is at a peak, not a summit.
$MTCH $BX $DAL $AAL
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Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, but it’s actually an opportunity for Riot Blockchain, a pureplay mining stock. And WeWork just had its best quarter… since the one where the company fell apart.
$WING $BTC $COST $BOWX
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6/22/2021 • 19 minutes, 5 seconds
⚽ “ManU isn’t an exotic puma pet” — Manchester United’s fan brand. Jack In The Box’s influencer restaurant. The 2021 SPAC-down.
Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just created what we’re calling an “Influencer Restaurant.” And SPACs didn’t just drop last week… they suffered a SPAC-down of awkward headlines.
$MANU $ UBER $JACK $ME $BLDE $DKNG $RIDE
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6/21/2021 • 20 minutes, 53 seconds
👼 “Keep the Victoria, bury the Secret” — Victoria’s Secret’s soccer moves. Spotify’s soft power. The Reparation economy.
Victoria’s Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its live audio Clubhouse rival, but if you acquire a zucking is it still a zucking? And Juneteenth is now a national holiday, but the bigger story is the Reparations Economy.
$LB $SPOT
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6/18/2021 • 18 minutes, 25 seconds
💊 “The iDoctor will see you now” — Apple’s health mojo. Waymo’s $2.5B map. Deutsche’s profit ship.
We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment of the year. And self-driving icon Waymo just raised $2.5B, but its secret weapon is Google Maps.
$ZIM $DB $AAPL $GOOG $GM
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The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but it tells us more about Yelp than the recovery. And Sinclair is launching the 1st nationwide regional sports network, but the $23/month price tag is a key part of the Streaming Wars.
$YELP $SBGI
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6/16/2021 • 18 minutes, 8 seconds
🔥 “I told ya so” — Lordstown’s mirage. Dave & Buster’s decay curve. US vs China econ winner.
Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasn’t even real. Dave & Buster’s is hoping a limited time margarita can cure the Decay Curve. And after a rare bipartisan bill and a big G7 summit, the economic victor of the US vs China is Made in USA.
$PLAY $RIDE
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6/15/2021 • 19 minutes, 23 seconds
🛒 “I bought it at Netflix” — Netflix’s store. Tesla’s ultra-luxury car. DiDi’s $100B IPO.
Netflix just launched its 1st ever store, which we’re calling the path to Disney-fication. Tesla unveiled a $144K car because ultra-luxury helps you sell your cheapest products too: Peer Price Pressure. And DiDi (“the Uber of China”) filed for what may be the biggest IPO of the year because it does what Uber doesn’t.
$DIDI $NFLX $TSLA $DIS
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6/14/2021 • 19 minutes, 5 seconds
👻 “My boss is a hologram Jedi ghost” — Chipotle’s brisket effect. WeWork’s hologram-ification. Klarna’s TikTok credit card.
WeWork, Google, and Microsoft are all investing in the Second Coming of Zoom: Holograms. Chipotle’s jacking up prices on your burrito bowl, but doing something no one else is: Elevating the Burrito, too. And Klarna hit a $46B valuation because it’s TikTokified the credit card.
$GOOGL $ART $AFRM $CMG
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6/11/2021 • 18 minutes, 27 seconds
⛷️ “Ski guac is extra” — Vail Resorts’ “Epic” trick. Bitcoin’s El citizenship. Elon’s $0 tax.
Bitcoin’s price popped 10% Wednesday because it just became legal tender of El Salvador. Ski legend Vail Resorts dropped the price of its Epic Pass by $200, but guac is always extra. And a major leak of tax returns showed how much ultra-wealthy CEOs actually pay in taxes.
$MTN $BTC $TSLA $AMZN $BRK.A
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6/10/2021 • 18 minutes, 14 seconds
🥰 “FaceTime for all” — Fastly’s mess-up. Bitcoin’s last straw. Apple’s FaceTime hero.
Did your internet go down yesterday? It probably did, and the company to blame was Fastly… yet its stock jumped 11%. Apple’s major conference has 1 critical Takeaway for ya: FaceTime is its new hero product. And Bitcoin fell yesterday because of that 3-legged stool of crypto.
$FSLY $BTC $AAPL
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6/9/2021 • 17 minutes, 39 seconds
🧑 🚀 “No mooch for you” — The G7 ending tax havens. Marriott Vacations’ boomers. Biogen’s birthday cake.
The G7 nations are ending the epic corporate tax loopholes, but there’s a finance yin to every business yang. Marriott Vacations (different company from Marriott Hotels) has become a pure play Boomer stock. And Biogen stock surged 40% on FDA approval of a drug to treat Alzheimers.
$VAC $MAR $BIIB
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Investors didn’t care about Lululemon’s clothes... They focused on Lululemon’s Mirrors. United Airlines is re-introducing supersonic jets because in business, if you’re on-time, you’re late. And Jokr’s 15-minute deliver-your-cravings startup introduces a new industry in the US: Super Delivery.
$LULU $UAL $ACIC (Archer) $DAL
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Funny little thing just got filed with the US Patent Office: A trademark by Tesla… for a restaurant (we’re calling it “Charge Club”). Twitter just whipped up the 1st major subscription service in all of social media. And Snappy just raised $70M for your boss to send you gifts you don’t hate.
$TSLA $TWTR
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6/4/2021 • 18 minutes, 32 seconds
🦍 “Free popcorn for the people” — AMC’s gorilla pivot. Etsy’s $1.6B wardrobe. Big Meat’s cyberattack.
Shares of AMC surged so much yesterday, they had to be halted by the New York Stock Exchange. 4 times. And then AMC’s CEO did something we’ve never seen before. Etsy dropped $1.6B for second-hand clothing app Depop, because that’s where TikTok shops. And Earth’s biggest meat icon was just hacked and only one hero can save it.
$AMC $ETSY $JBSAY
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Krispy Kreme just had its best year ever, so it’s IPOin’g with “Hot Light Theaters” and “glaze waterfalls” (their beautiful words, not ours). Earth’s biggest cannabis company, Canopy Growth, fell 7%, but it’s finally thinking beyond the flower. And yes, your weekend summer kick-off Lyft ride was 37% more expensive… and you can blame Millennial Inflation for the $$$ Uber.
$DNUT $CGC $LYFT $UBER $DKNG
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6/2/2021 • 18 minutes, 50 seconds
🤩 “Too Hot To Selfie” — Poparazzi’s #1 summer app. Urban Outfitters’ discount death spiral. Biden’s blue collar $6T.
Poparazzi has risen to #1 in Apple’s App Store after just 1 week of existence — but is it a Snapchat or an HQ Trivia? Urban Outfitters may have suddenly saved itself from the Discounting Death Spiral… of Death. And Joe Biden just introduced his 1st budget proposal as president: For $6 trillion it’s not about what’s on the menu, it’s about who gets the check.
$URBN $SNAP
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6/1/2021 • 17 minutes, 38 seconds
💗 “Dislike of the Like” — Insta’s Like button. Gap’s Walmart sleepover. Royal Caribbean’s test cruise.
In our last pod before the 3-day weekend (back at it on Tuesday), Facebook is giving you the option to disable the like. The Gap is moving in with Walmart because retail is a story of extremes. And Royal Caribbean just became the biggest test yet of the entire Reopening Economy.
$RCL $GPS $WMT $FB
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5/28/2021 • 18 minutes, 40 seconds
👨🎤 “The BTS Boy Band Strategy” — McD’s adult happy meal. Exxon’s cinderella. MGM’s Primification.
McDonald’s just launched its BTS boy band collaboration with a digital strategy that’s never been tried in food before: Golden Repackaging. Exxon Mobil’s board just got served a Cinderella story from a little engine. And MGM Studios has been officially acquired by Amazon — last week we looked at Amazon Prime Theaters, this week we’re looking at why they did it (Answer: Passion of the Prime).
$MCD $XOM $MGM $AMZN $MMM
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5/27/2021 • 18 minutes, 59 seconds
🍒 “Sustainocoin” — Chia’s green Bitcoin. NYT + Athletic = Super App. Bowery’s $2.3B kale.
Some PFWTM say The New York Times is in talks to acquire The Athletic, but we think it’s pulling a George Costanza and whipping up a news super app. Bowery hit a $2.3B valuation in the biggest vertical farming deal in (kale) history. And Chia raised $61M to create a greener cryptocurrency — it’s “farming,” not “mining”.
$NYT $XCH
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5/26/2021 • 18 minutes, 40 seconds
🚀 “Does Fiji Water freeze in space?” — Virgin Galactic’s 28% surge. Modern Fertility’s stickiness. App Store vs. Fortnite.
Virgin Galactic shares jumped after the space company’s successful test flight. Modern Fertility was acquired by Ro because FemTech could foster a 2nd economic revolution. And the judge kinda showed her cards in the final day of Apple court drama against Fortnite over the “App Tax”.
$SPCE $AAPL
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5/25/2021 • 18 minutes
😎 “DTF: Down to Fail” — Snapchat’s 4th spectacles. IHOP’s flip. Super’s $50M plumber.
Snap just whipped up its 4th ever augmented reality glasses, but it isn’t a viable product (and that’s perfectly okay). IHOP whipped up a new version of itself so you actually spend less time at IHOP. And Super raised $500M because everyone talks about Millennials *buying* homes, but the real story is Millennials *breaking* homes.
$SNAP $DIN
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5/24/2021 • 16 minutes, 37 seconds
🐄 “Wow wow no cow” — Oatly’s $10B IPO. Ralph Lauren’s
Oat milk pioneer Oatly popped 19% on its 1st day of trading, but it said something we’ve never heard in an IPO. Ralph Lauren is 81, but his company is connecting with Zillennials on Snapchat. And JPMorgan is making a big bank move that’s unprecedented: Giving credit cards even if you got no credit score.
$OTLY$RL $JPM $WFC
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Bitcoin plummeted to $30K before recovering, and it can all be explained by a single piece of furniture. Home Depot just threw up insane House Hype numbers, but the story of the summer will be what we call “home-vesting.” And we noticed one interesting thing from Google’s first big conference in 2 years: An algorithm change that can change an economy.
$BTC $ETH $DOGE $GOOG $HD $SHOP
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5/20/2021 • 17 minutes, 24 seconds
🧁 “Delivery for Expats” — MGM’s $9B Amazon plot twist. Ford’s electric F-150. Goldbelly’s food-raise.
MGM Studios might get acquired for $9B… by Amazon (James Bond would work for Bezos). Ford’s F-150 truck is the iPhone of cars and the most successful car in American history — now it’s going electric. And Goldbelly just raised $100M to do what no other food platform can: Transform a product into an experience.
$MGM $AMZN $F $AMC
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5/19/2021 • 18 minutes, 31 seconds
🍿 “Game of Fixed-Up Thrones” — AT&T’s media retreat. Equinox’s tribrid. Corporate mask-fusion.
AT&T’s $150B experiment in media is over, now that it’s spinning off GoT to Shark Week. Equinox’s fancy gyms could become Equinox fancy stock… with a “tribrid” (not hybrid) strategy. And the CDC’s latest mask update has created something companies never expected: The 5th layer of public health.
$T $DISCA $DIS $NFLX $IPOF
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5/18/2021 • 18 minutes, 56 seconds
🥶 “Call us Cooli Vuitton” — Yeti’s luggage. Airbnb’s life moment. The Wage Wars experiment.
Shares of Yeti Coolers have quintupled in the last year, but now it’s coming for your Away suitcase. Airbnb just revealed that it knows your life more than it knows your travel. And the Wage Wars have officially kicked off with this summer’s Great Wage Experiment.
$YETI $ABNB $CMG $MCD
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Bumble’s first ever earnings report reveals it’s pivoting from finding you true love to finding you a friend. Bitcoin plummeted 15% because Elon’s on the hunt for the Tesla of crypto. And Hertz stock miraculously rebounded 50% this week after it pulled off the most unique bankruptcy we’ve ever seen (but you still can’t rent a Corolla this weekend under $2K).
$BMBL $BTC $ETH $TSLA $HTZGQ
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5/14/2021 • 18 minutes
🎈 “1 balloon bouquet, please” — Bird’s e-scooter SPAC. Party City’s helium hype. SoftBank’s record *profit.
Party City knows you didn’t love Becky’s Zoom baby shower, so it’s betting the future on balloons (literally, Balloon Bouquets). Bird tossed off its helmet and is going public via SPAC. And Japanese venture capital firm SoftBank has a 300-year investment timeline and just delivered a bigger profit than Amazon… with just 1 asterisk.
$PRTY $BIRD $SWBK $SFTBY
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5/13/2021 • 20 minutes, 18 seconds
💰 “TeenCrypto or KidCoin?” — Roblox’s robux. Macy’s makeover. The Great Chicken Shortage.
Roblox jumped 21% because kids want Robux for their birthday. Macy’s was so close to bankruptcy it should be nursing itself back to health, but instead it’s going BIG in New York City real estate. And stocks just dropped because of inflation worries that can all be explained by a chicken and a rooster.
$RBLX $M $TSN
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5/12/2021 • 17 minutes, 13 seconds
🎸 “Mom, you take the James Taylor ticket” — Live Nation’s slingshot. Darkside’s hacking Inc. Blind’s gossip app.
Concert legend Live Nation has become a slingshot stock with a new calling: Make concerts make money like sports. Darkside is the cyberhacking ransomware crew that may have just jacked up your gas prices. And Blind raised $37M for an office gossip app that your HR team hates so much… they just might pay for it.
$LYV $NET $PANW $UL
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5/11/2021 • 18 minutes
🧟 “Quibi’s ResurRoku” — Papa John’s epicness. Roku’s little dongle. Oura’s power ring.
Wondering what happened to Quibi? Roku bought ‘em... and now the little dongle that could is in 54M homes. Papa John’s just defied every carby expectation thanks to Epic premium-ized pizza (literally). And Oura raised $100M for a fitness tech ring with a formula for scalability.
$PZZA $ROKU
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If you thought your 1st Uber ride in a year felt more expensive… it was (Uber’s $20B in quarterly bookings were its best ever). Honest Co jumped 44% on its IPO, but influencers have become its greatest strength... and its greatest threat. And Moderna was told it may have to make an unprecedented move: Share its vaccine recipe with other chefs.
$HNST $UBER $MRNA
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5/7/2021 • 17 minutes, 53 seconds
🧳 “An Escalade fits 60 Away suitcases” — iRobot’s makeover. Suburban’s biz class. FB’s non-decision on Trump.
We have 2 ideas for how iRobot can make itself over, because its Roomba vacuum isn’t living its best life. The Cadillac Escalade borrowed a strategy from the airlines (and that’s why GM’s stock jumped 4%). And Facebook’s mysterious Oversight Board just made a no-decision on the Trump ban, so we’re examining the Board.
$IRBT $GM $FB $TWTR
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5/6/2021 • 17 minutes, 55 seconds
🌜 “Ethereum goes Dogecoin on Bitcoin” — Ferrari’s hidden profit puppy. Ether’s $3K. Pfizer’s First & Fancy.
Ferrari doesn’t want to dilute its brand, so it whipped up a (literally) hidden profit puppy. Bitcoin’s dropping, Dogecoin’s surging, but Ethereum is now the most actively used crypto of them all. And Pfizer revealed a shocking ~$1B profit in the vaccine, but it’s all because of its First & Fancy strategy.
$ETH $RACE $PFE
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5/5/2021 • 16 minutes, 14 seconds
💄 “Dewy is the new cakey” — Estée Lauder’s hero creme. Yahoo got dumped. Fortnite’s fight club.
We noticed a funny thing about Estée Lauder’s cosmetics earnings: It’s not a makeup company anymore. Yahoo and AOL just got dumped by Verizon for $5B, so we’re doing a relationship autopsy. And Fortnite is taking on Apple in the App Store Fight Club.
$EL $VZ $APO $AAPL
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LSD and magic mushrooms are now publicly traded because MindMed’s psychedelics found a trend. Sony’s whipping up Playstations to become the arms dealer in the Streaming Wars. And McDonald’s fried chicken sandwich just got the CIA treatment.
$MNMD $SONY $MCD
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5/3/2021 • 18 minutes, 34 seconds
🤩 “Vinny’s Entourage goes public” — Ari Gold’s IPO. Amazon’s Gretzky moment. Biden’s new 40-year cycle.
The inspiration for Ari Gold just took his entertainment-everything company Endeavor public and it was… entertaining. Amazon whipped up its best quarter in history thanks to the Wayne Gretzky principle. And Joe Biden’s freshly unveiled $6 Trillion prescription for the economy could be the beginning of a new 40-year cycle.
$EDR $AMZN
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4/30/2021 • 18 minutes, 35 seconds
📺 “YouTube > Netflix” — Crocs’ secret hero. YouTube’s 1st earnings. Apple vs Facebook.
Facebook and Apple both delivered stick-it-up-on-the-fridge record quarters… but 1 single quote reveals who has the advantage. Crocs stock surged 25% this week thanks to its adorable secret hero product, Jibbitz. And Alphabet announced earnings, but we think this was something different: The 1st ever YouTube earnings report.
$CROX $GOOG $AAPL $FB $NFLX
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4/29/2021 • 17 minutes, 41 seconds
🌵 “Pinterest’s Q1 is a fake succulent” — Apple vs. Spotify (paid pods). Pin’s 3 dirty words. Polaris’ bachelor party stock.
Pinterest crushed 2020, but investors just crushed the stock because it looked like a fake succulent (good from far, far from good). Apple and Spotify just announced the same product, but with different goals. And Polaris invented the snowmobile, but now it’s beating Harley with the bachelor party playbook.
$PINS $PII $SPOT $AAPL
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4/28/2021 • 17 minutes, 58 seconds
🐶 “The 1st ever dog-walk stock” — Rover is SPACing. Willow’s $82M breast pump. Exxon Mobil’s Blockbuster Video alarm.
The Uber for dog-walking is going public, but Rover has pulled off something no other platform app ever has. Willow just snagged $82M for a breast pump because it’s the AirPods of MomTech. And Exxon Mobil was the biggest public company in the US, but now it’s #26 — and we just heard someone ring “The Blockbuster Alarm.”
$NEBC $XOM
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4/27/2021 • 18 minutes, 29 seconds
🍹 “Pandemic Pool Party” — Tesla’s big problem. PoolCorp’s pool stock. UiPath’s mindlessness IPO.
Wall Street’s having a pandemic pool party and PoolCorp’s stock is hosting. Tesla reports earnings today, but we think the real situation is some awkwardness over in China. And UiPath is the biggest IPO you’ve never heard of with 1 focus: Killing the mindlessness, destroying the boring.
$PATH $TSLA $POOL $SWIM
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4/26/2021 • 17 minutes, 10 seconds
☕ “The $7B Peloton of Lattes” — Nestle’s barista moment. Kentucky Derby’s stock. Southwest’s DNA.
Nestle just pulled off its best quarter in a decade because 1 coffee habit is worth 3 Hot Pockets customers. Churchill Downs is focused on the May 1st Kentucky Derby, but the horse company has become a gaming company. And Southwest Airlines just pulled off something no other airline has (all because of its DNA).
$LUV $NSRGY $CHDN
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4/23/2021 • 17 minutes, 18 seconds
🌍 “Bitcoin becoming a gas guzzler” — Domino’s self-driving calzone. Netflix’s video games. Crypto vs Climate.
If you’re in Houston right now, you may see a self-driving pizza go by (Domino’s just whipped one up... and Chipotle and Walmart want in). Netflix stock dropped 7%, but the real surprise was a sneaky hint about video games. And a surprising risk to the climate on Earth Day is actually crypto: Bitcoin could become the gas-guzzler of our generation.
$BTC $DPZ $CMG $WMT $NFLX
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4/22/2021 • 16 minutes, 39 seconds
👵 “The eldest company we’ve ever covered” — Apple’s Starburst event. Natty Light’s popsicle plan. Husqvarna’s robo-mower.
Apple’s big spring event was all about purple iPhones, fancy podcasts, and 1 new gadget to never lose any of them. Budweiser’s Natty Light launching an alcoholic popsicle because it thinks you’ve been over-categorized. And Sweden’s 330-year-old Husqvarna launches a self-mowing lawn machine because of Industrialization 4.0.
$BUD $HSQVY $AAPL
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4/21/2021 • 17 minutes, 18 seconds
🐕 “Much Doge Day” — Dogecoin’s 4/20 holiday. Manchester United’s super league. Peloton’s danger warning.
Dogecoin has surged over 8,000% in 2021 to become the 4th biggest crypto… just in time for its joke unofficial holiday (much happy). ManU and its buddies whipped up a new international soccer super league that’s the biggest move in sports capitalism in a year. And Peloton’s stock fell 10% at one point yesterday for messing with the 1 rule of crisis management.
$DOGE $MANU $PTON
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4/20/2021 • 20 minutes, 4 seconds
🍼 “It’s all about Diapers” — Honest Co’s baby IPO. Bezos’ final shareholder letter. Big bank cocktails.
Jessica Alba’s side-hustle from Hollywood is to take her Honest Company public, but it all comes down to diaper (cakes). Jeff Bezos released his very last shareholder letter — He believes consumers, not AMZN stoke owners, benefit the most from Amazon. And after all the big banks reported earnings, we noticed 1 theme: They’re pouring pregame cocktails for the Roaring 20’s.
$HNST $AMZN $GS $JPM $MS
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4/19/2021 • 19 minutes, 29 seconds
👶 “1 week Baby Break begins… today”
Our last pod until Monday, April 19th — Jack just dashed to the hospital with his wife to have their awesome new baby. We’ll be back on the mics in 1 week, Snackers.
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4/9/2021 • 1 minute, 27 seconds
🏂 “Coinbase just got 3 feet of fresh pow” — Coinbase’s 9X. Creator Inc. RPM’s dividend club.
Coinbase dropped some fresh numbers that are so heavy, it got us thinking about blizzards. Patreon, Cameo, and Substack all hit new unicorn valuations, so we’ve got a suggestion: a 3-way merger to form Creator Inc. And you may not recognize RPM’s acronym, but it polishes the chair you’re sitting on — and it’s a proud 47-year member of Club Dividend.
$COIN $RPM
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4/8/2021 • 17 minutes, 12 seconds
💎 “She went to Jared’s” — Rocksbox’s Zoom bling. China’s digital currency. Booking’s awkward quote.
Jewelry legend Signet just acquired Rocksbox because it can turn 1 diamond into an infinite transaction. The Booking CEO just dropped a quote that’s extremely painful for every airline stock. And China whipped up the 1st ever national digital currency. We’re calling it, the command currency.
$SIG $BKNG $JETS $DAL $KHC
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4/7/2021 • 17 minutes, 45 seconds
✅ “Master Plan (done)” — Tesla’s new competition. Dick’s House of Sports. Chief Woke Officer 2.0.
Tesla just delivered more cars in the last quarter than it ever has — but it produced 0 of its most expensive ones. Georgia’s voting law situation reveals that the non-partisan CEO is out of a job. And Dick’s is launching a new store that’s the Restoration Hardware of sports.
$TSLA $DKS
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4/6/2021 • 19 minutes, 4 seconds
👯♂️👯♂️ “Zuckings everywhere” — Coursera’s IPO lesson. Microsoft’s Iron Man deal. Clubhouse’s zuck-tastrophe.
EdTech icon Coursera jumped 25% after going public, but we noticed 1 word mysteriously missing in its IPO paperwork. Microsoft just snagged a $22B augmented reality deal with the US Army that we’re calling “Iron Man 3.” And so many companies just copied Clubhouse’s core business that we had to push the big red emergency button.
$COUR $MSFT $WORK $SPOT $TWTR
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4/5/2021 • 17 minutes, 38 seconds
🇬🇧 “Less Hermione, more Ron” — Deliveroo’s stock drop. Apple’s record label move. Walgreens’ profit puppy.
So are vaccines a profit puppy? Walgreens’ stock just jumped 4% because vaccines are the first ever twin profit puppy. Apple just whipped out its checkbook to invest in a startup killing the record label. And London-based Deliveroo was supposed to be Europe’s big 2021 tech IPO... but then it plummeted 26% on Day #1 of trading.
$WBA $WMG $SNE $AAPL $UBER $GRUB $DASH $ROO
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4/1/2021 • 15 minutes, 38 seconds
🤑 “Wait, there’s no Bitcoin emoji?” — PayPal’s brunch test. The Athletic’s Axios crush. Big Wind’s new world.
You can buy that latte with Bitcoin today after PayPal just did its mainstream crypto dance. Newspaper disruptors The Athletic and Axios have a crush on each other that may blossom into a media SPAC marriage (aka “The Great Re-Bundling”). And Big Wind is having its big moment so we whipped up the 3 big numbers from the Biden infrastructure plan.
$BTC $PYPL $SQ $GE $VWDRY $BLK $NEE
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3/31/2021 • 17 minutes, 46 seconds
👑 “Where’s the Dothraki roller coaster?” — HBO’s Game of Missing Thrones. JetBlue’s platform problem. 1 whale crushed stocks.
If your stocks fell on Friday, there my be 1 person to blame (but seriously). HBO Max snagged the Game of Thrones creator for a multi-year-multi-million-dollar deal. And JetBlue’s tired of just airplane, so it’s launching its own Expedia.
$JBLU $DIS $T $VIAC $DISCA
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3/30/2021 • 17 minutes, 42 seconds
🧟 “The Shaq SPAC” — WeWork’s ReRise. ThredUP’s IPO outfit. Nike’s China erasure.
A year and a half after its IPO died, WeWork is going public (with help from Shaq), but we think it’s a VC bailout. ThredUP jumps 43% at its IPO while tossing the wellness trend on fashion. And Nike faces its biggest boycott in China because it exercised its freedom of speech… about China.
$TDUP $BOWX $NKE
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3/29/2021 • 16 minutes, 54 seconds
🍝 “We spat out our marinara” — Olive Garden’s record high. Pacaso’s (Millennial) 2nd home. Suez Canal’s big number.
Olive Garden’s owner is at a record high, but there’s more lasagna layers to the numbers. Pacaso just became the fastest ever US company to become a unicorn by making your 1st home your 2nd home (or a 2nd home your 1st home?). And we’re looking at the most important 120-mile stretch in the global economy.
$DRI $Z
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3/26/2021 • 16 minutes, 55 seconds
🌮 “i’m at taco bell, what do you want” — Taco Bell’s iPhone architecture. Fanatics’ $13B jersey. Intel’s Captain America mojo.
The newest store concept from Taco Bell is so innovative, they had to buy a tech startup and hire 1,000 bellhops. Intel’s splurging $20B to get its mojo back by being less Geek Squad, more Captain America. And Fanatics hit a $12.8B valuation mid-March-Madness because it’s snagged a monopoly on your jerseys.
$YUM $INTC
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For the 1st time since January’s GameStop stock pop, we actually got GameStop’s earnings report. GoPuff hits a $9B valuation for bringing the bodega to you. And Lina Kahn is bringing the “hipster antitrust movement” to the 4 tech companies you use most.
$GME $AMZN $GOOG $AAPL $DASH
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Straight outta an 1872 headline, we got ourselves the most important day for railroads in years. Zoom’s answer to post-Covid? Un-brand itself — it could stick Zoom in your Tinder video dates instead. And Goldman Sachs’ analysts whipped up an 11-slide pitch deck to Goldman’s CEO… about how much they hate working at Goldman.
$KSU $CP $ZM $GS
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The winningest chain of the last year may be teen legend Five Below because it’s focused on allowance money, not stimulus money. The NFL’s latest TV deal features 1 small detail that will end the cable TV bundle… forever. And Garmin, the OG of GPS, just hit a stock price it hasn’t seen in 14 years.
$FIVE $GRMN $AMZN
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3/22/2021 • 17 minutes, 1 second
“Dude, where's my wine suitcase” — Sony’s VR dance. Williams-Sonoma’s generations. Peloton’s influencer army
Williams-Sonoma’s stock popped 18% because it doesn’t care about your style, it cares about your age. Sony’s new Playstation whips up the most important Virtual Reality move of the year. And Peloton officially unveiled its apparel line with Adidas that you can buy… but it’s not really for you.
$WSM $SNE $PTON
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3/19/2021 • 17 minutes, 55 seconds
“Mango is #1 in fruit” — Mission Produce’s fragmentation. Squarespace’s $10B website. Uber’s UK “workers”.
Avocado icon Mission Produce jumps into the mango game because “commodities only exist in the minds of the inept.” Squarespace hits a $10B valuation building websites, but the real story here is its “Comp”: Wix. And Uber’s huge switcheroo in London is an unprecedented precedent for the entire Gig Economy.
$AVO $WIX $UBER
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3/18/2021 • 17 minutes, 29 seconds
“Call me if the range anxiety doesn’t subside in 7-10 days” — VW’s delegation. GoPro’s un-wearables. Tax-apalooza 2021.
Stimulus bill? Check. Vaccines? Coming. Now comes the biggest tax hike in 30 years. Volkwagen has whipped several remedies for range anxiety. And GoPro’s stock has tripled in 6 months because the latest GoPro product is anti-GoPro.
$VWAGY $GPRO
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3/17/2021 • 17 minutes, 56 seconds
“Breathe in the Stoxygen” — Stripe’s $95B. Tinder’s background check. Airline’s crystal ball.
America’s biggest startup just got bigger, sucking up all the stoxygen in the room. Tinder just made its 1st ever investment in a non-profit so you can background check Brad pre-brunch. And 1 day in March tells us about the whole year for airline stocks — it’s the closest thing we’ve got to a crystal ball.
$MTCH $DAL $AAL
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3/16/2021 • 19 minutes, 37 seconds
“We made the 1st ever podcast NFT” — LEGO goes norm-core. Netflix ends password sharing. Coupang out-Primes Prime.
LEGO is winning the toy world by going hardddd into normcore. Netflix is testing tech that prevents you form using someone else’s password. And the biggest IPO of 2021, South Korea’s Coupang, is actually the biggest innovator in ecommerce.
$CPNG $NFLX
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3/15/2021 • 16 minutes, 47 seconds
“Risk life, deserve Twizzler” — Adidas jumps on Peloton. AMC gets rich. Johnson & Johnson is Batman.
Turns out Adidas wants to be like Nike (and it’s also getting a Peloton). AMC’s sales have plummeted 90%, but it found $300M in cash under its seats. And Johnson & Johnson’s latest vaccine movies reveal it’s actually Batman.
$ADDYY $AMC $JNJ
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3/12/2021 • 18 minutes, 51 seconds
“The NBA cancelled and Tom Hanks got COVID” — Corona-conomy’s 1-year. Roblox goes public. Elf Beauty’s burrito lipstick.
It’s official. We’re 1 year into the corona-conomy, so we whipped up the most important numbers from it. Roblox just went public... and 3 out of 4 American kids are using it. And Elf Beauty is doing the opposite of every other cosmetics brand right now. It’s because they’re sticking lipstick on burritos and tracking customers down.
$RBLX $ELF
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3/11/2021 • 18 minutes, 5 seconds
“Ohhhh, the macrame” — Kayak’s hotel leap. Amazon’s Alabama situation. Carbon Capture’s guilt economy.
Booking owns a bunch of travel apps, including Kayak, is jumping off the internet to launch its own physical hotel… but we think they got the idea from streaming. Amazon’s situation in Alabama reveals Big Tech’s big unspoken issue: The Union Awakening. And Carbon Engineering is the vacuum cleaner of CO2 that’s betting on the Guilt Economy.
$BKNG $AMZN $XOM
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3/10/2021 • 18 minutes, 48 seconds
“If you could sell stock of The Crown” — AT&T’s alleged cheating. Discord’s maverick. Gatorade’s tech thingie.
The social media app du jour Discord hit a $7B valuation for doing the opposite of every other social media company. Pepsi’s Gatorade just made an unprecedented move in the beverage industry: It’s launching a FitTech gadget. And AT&T gets charged with cheating after telling employees to “work the analysts” in an insider information faux pas.
$PEP $T
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Non-Fungible Tokens (NFTs) are having their moment. People are buying JPEGs or video files… that anyone can watch online. The Nasdaq’s midday plummet on Friday reminds us of a barista’s moves on your latte foam. And Amazon has a big decision to make with Amazon Go.
$AMZN $QQQ NFT
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3/8/2021 • 19 minutes, 21 seconds
“Jay Z & Jack” - Tidal sold to Square. The She-cession. Carrier’s air-conditioned stock.
We told you in January that the most shocking deal of 2021 might happen… and now Jay-Z’s Tidal has been acquired by Jack Dorsey’s Square. We’re about to get February’s jobs report numbers, but we already know we’re in a She-cession. And Carrier, king of air conditioners, didn’t release an earnings report — it just released a weather report with 1 wild stat.
$CARR $SQ
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Abercrombie isn’t the company you think it is anymore (it’s a D’Amelio). Oscar Health’s stock dropped on its IPO day despite the freelancification of America. And Google is burning its cookies that stalk you around the internet, but we don’t think it will dent profits much.
$OSCR $ANF $GOOG
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3/4/2021 • 17 minutes, 44 seconds
“Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.
We’ve simply never seen numbers like what Target just served up. We’ve also got our 1st big case of a potential vaccine line cutter, dropping One Medical’s stock 15% in the last week. And Square is hoping to become the The Bank of Mom & Pop… with a Hotel California strategy.
$TGT $SQ $ONEM
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Legendary investor Warren Buffett’s legendary Investor Letter shows he lost last year. Oatly’s oat milk is going nationwide in Starbucks before its IPO: It’s the plant-based playbook. And Waste Management’s pure-play trash stock is loving your ecommerce habit’s cardboard box pile.
$WM $BRK.A $SBUX
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DraftKings reveals it’s dropped a whopping $500M in marketing to remind you to sports-bet with them. Carvana does online used sales — helps that used car prices grew 14% in 2020. And Domino’s shared a dirty secret about its delivery biz (someone please ask DoorDash to listen to today’s pod).
$DPZ $DKNG $CVNA
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3/1/2021 • 17 minutes, 2 seconds
“Ice cream & 🐸” — GameStop’s 200% re-pop. Airbnb’s first earnings. The economy of missing things.
An ice cream tweet, a frog emoji, and a CFO.... We’re jumping in SnacksStyle to why GameStop’s stock just tripled in 24 hours. Airbnb whipped up its first ever public earnings report. And a new Executive Order is targeting the Economy of Missing Things (spoiler: We’re in a Cold Trade War).
$GME $ABNB
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Snapchat’s stock is at an all-time high, but the real story here is Snap Maps. The US Postal Service played kingmaker with 2 stocks. And fresh off of bottling your White Claw, Ardagh is going public via SPAC, catching 2 trends at once.
$SNAP $GRSV $OSK $WKHS
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2/25/2021 • 15 minutes, 58 seconds
“The Godzilla of $$$” — La-Z-Boy’s upholstery. The RealReal’s surprise. Why tech stocks dropped.
We noticed 2 numbers in La-Z-Boy’s earnings that may signal the end of House Hype. The RealReal’s online fancy consignment may actually prefer selling clothes offline. And both our stock portfolios dropped, so we’re breaking down “The Big Shift” that caused it.
$LZB $REAL $HD
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2/24/2021 • 15 minutes, 26 seconds
“The 5th Beatle” — Spotify’s Sgt. Pepper’s moment. Goodyear buys a spare. LinkedIn gigifies lawyers.
Spotify’s 1st investor event reminds us more of an album than a product launch. Cooper Tires surged 29% in the most important day for Ohio companies. And LinkedIn is reportedly launching a new marketplace that will change how you think about the gig economy.
$CTB $GT $SPOT $MSFT
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2/23/2021 • 16 minutes, 11 seconds
“1 drink to rule them all” – Boston Beer’s pure-play seltzer. Theragun’s marketing kill. Walmart don’t care.
While nearly every other beer stock has fallen in the last year, Boston Beer shares nearly tripled… so we jumped in SnacksStyle. Theragun just added Kevin Durant, Karlie Kloss, and 100 other celeb investors because it wants to kill its marketing budget. And Walmart got punished for upping its minimum wage — but Walmart don’t care.
$SAM $STZ $WMT
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2/22/2021 • 15 minutes, 56 seconds
“Sephora doesn’t have 40 shades” — Facebook’s no news down under. Sephora’s Fenty Effect. Nestle’s cat cappuccinos.
The biggest food company on Earth, Nestle teaches the power of the Zillennial pivot. Sephora fell to #3 in US Beauty sales partly because it ignored Rihanna’s Fenty Effect. And Facebook just shut down news in Australia... aka Zuck pulled the nuclear option.
$LVMH $NSRGY $FB $GOOG
Our Editorial Principles: https://robinhood.com/us/en/support/articles/our-editorial-principles/
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2/19/2021 • 15 minutes, 12 seconds
“Just rub some Cheetos on it” — SpaceX’s space wifi. Applebee’s influencer kitchen. Texas’ emergency stocks.
Elon Musk’s SpaceX is reportedly worth $74B, but it’s not about rockets… it’s about Starlink internet wifi. Applebee’s is launching a virtual brand that we think sets the future for Influencer Kitchens (spoiler: Cheetos chicken wings). And the brutal freeze in Texas reveals a sector that doesn’t get any attention — emergency preparedness. By the way, Lone Star Snackers, we’re sending you warmth and love.
$DIN $WMT
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2/18/2021 • 17 minutes, 20 seconds
“The greatest deal that never happened” — Pinterest’s rejection. Universal’s secret profit puppy. Goldman’s $1K club.
It’s the greatest deal of the year… that never happened: Apparently Microsoft tried (and failed) to acquire Pinterest (so we’ve got a plan for them). Goldman Sachs drops its minimum to become a client from $10M to $1K because Zillennials are its 10-year goal. And the third and final record label is about to go public.
$GS $PINS $MSFT $WMG
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Zillow owns so much of the homebuying relationship, we think you should compare it to Match Group. Fluor knows nuclear plants are ridiculously expensive, so it’s whipping up a mini version that could help us fight climate change. And Disney’s already built ¾ of Netflix in just 15 months — But live sports is the ticket to beating Netflix.
$Z $FLR $DIS
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2/16/2021 • 16 minutes, 51 seconds
“Bumble pulls an Oprah” — Bumble’s IPO. Clubhouse’s Black community. Archer’s flying robo-taxi.
Women-first dating app Bumble pulled off the double-double IPO before Valentine’s Day (but don’t call it a dating app). Clubhouse gets Kanye on-board, but we’re looking at its earliest Black community. And flying robot taxi Archer (sounds scary) shows why big companies keep their enemies close.
$BMBL $ACIC $ACHR
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Barbie just enjoyed her best sales quarter in 6 years… Now Mattel is going full Disney with a whole new strategy. Twitter announced earnings, but we’re focused on the 5 acquisitions it’s made in 60 days. And General Motors’ stock fell 5% after admitting it’s not a computer — and admitting a $2B mistake.
$MAT $TWTR $GM
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Fresh after a 5-second Super Bowl ad, Reddit doubles its valuation to $6B. DoorDash just acquired a sushi and salad-making robot because it hates humans. And we’re about to get another stimulus, but it all comes down to 1 conversation between the Hawks and the Doves.
$DASH
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Elon wants to trade cryptocurrency for Teslas, popping Bitcoin’s price above $45K. Hershey’s gets some investor love before Valentine’s Day thanks to the great s’mores surge. And Target’s athleisure brand hits $1B in sales because the target logo is nowhere to be seen.
$BTC $TSLA $HSY $TGT
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2/9/2021 • 17 minutes, 10 seconds
“Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s DNA SPAC.
Canada Goose shares surged because it had been forgotten by Wall Street. Snapchat collects less data on you than every other social media… because it’s betting on AR to make more money. And 23andMe is using a Hollywood SPAC to take DNA public.
$GOOS $SNAP $VGAC
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2/8/2021 • 15 minutes, 48 seconds
“The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.
Apple and Kia just took their biggest steps yet to make iCar a thing: It’s not a First Mover, it’s a Second Shaker. Wingstop’s stock popped because chicken wing prices are living their best lives for the Super Bowl. And a subtle change may mean you don’t have to be knighted to invest in big pre-IPO startups (no more SUMO’ing - straight up missing out).
$WING $AAPL
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2/5/2021 • 16 minutes, 27 seconds
“Married or your money back” — Match’s dating lab. Scotts Miracle-Gro’s cannabis. Harley-Davidson’s ride-leisurewear.
Match’s experiments with Tinder in Japan reveal the dating legend’s true competitive advantage. And Scotts Miracle-Gro’s stock doubled because it’s focused on lawns and cannabis. And Harley-Davidson stock fell 20% so we came up with a turnaround plan for them (which doesn’t hate Millenials).
$MTCH $SMG $HOG
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Jeff Bezos is stepping down as Amazon CEO because of 1 word: “yawn.” Uber splurges $1.1B for Drizly’s booze delivery because there’s an alcohol arbitrage opportunity. And GamesStop’s stock re-pop dropped, so we’re looking at why trading gets halted on stock markets.
$UBER $AMZN
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Robinhood’s statement on yesterday’s news: https://blog.robinhood.com/news/2021/2/1/a-letter-to-our-robinhood-community
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2/3/2021 • 17 minutes, 46 seconds
“How ya like dem Apples?” — Short-selling’s Matt Damon moment. Nintendo’s 13-year record. Nike’s artful Zucking.
WallStreetBets just used American Airlines stock to get back at shorting hedge funds (we’re getting Good Will Hunting vibes). Ninendo enjoyed its best quarter in 13 years, but we think it needs to pull a disney. And Nike just pulled off the first artful Zucking: it’s stealing like an artist from Crocs.
$NKE $NTDOY $CROX
Here’s the Google form to submit your voice-recorded SnackFacts (Black History Month) https://docs.google.com/forms/d/1Hu00HOlQ-qb6S7Jx4CgnGOfzrA67_j_SLFqxvFKinEQ/edit
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2/2/2021 • 18 minutes, 13 seconds
“How the money pipes work” — A stock brokerage’s plumbing. Levi’s kills slim-fit. WeWork’s ReWork.
We’re jumping into the pipes deep within the financial system: Breaking down the plumbing on why brokerages broke down last week. Levi’s is killing slim fit, joining The Comfort Economy, and going into… furniture. And a year after falling apart, WeWork may be reborn for the next trend in your work life.
$LEVI $SPY
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2/1/2021 • 17 minutes, 54 seconds
“More change in 1 year than 50” — r/wallstreetbets’ day 3. GM’s Netflixification. Facebook’s awkward Apple.
We don’t usually cover a story 3 days in a row, but this is different: We’re looking at how r/wallstreetbets made the industry uncomfortable. General Motors is going 100% electric by pulling a move straight outta Netflix. And the wildest part of Facebook’s earnings report… was Zuck’s focus on Apple.
$GME $NFLX $GM $FB $AAPL
Statement from Robinhood on yesterday’s events: https://blog.robinhood.com/news/2021/1/28/an-update-on-market-volatility
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Fresh after cyberbulling (not cyberbullying) powered up GameStop’s stock, we’re looking at its moves on Tootsie Roll and AMC. Apple didn’t just have its best quarter ever… it had its best quarter in global capitalism history. And don’t call Starbucks a coffee chain anymore.
$AMC $GME $TR $AAPL $SBUX
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1/28/2021 • 17 minutes, 36 seconds
“It’s Cyber-bulling (not Cyber-bullying)” — Beyond Meat’s soda friend. Reddit’s stock pop. Johnson & Johnson’s tortoise vax.
Beyond Meat surged 20% on word it’s partnering up with Pepsi. Reddit’s driving Gamestop, BlackBerry, and Bed Bath & Beyond stocks through “Cyber-bulling” (not cyber-bullying). And Johnson & Johnson went more tortoise, less hare, with a new vaccine that it pre-announced as a “game-changer”.
$BYND $GME $JNJ
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1/27/2021 • 16 minutes, 41 seconds
“You, me, some guy, and Oprah” – Clubhouse hits $1B. Latch’s public key. WWE’s micro-stream fail.
Clubhouse has become the only unicorn you can’t see, only hear. Latch is going public to open your door (literally), but the money is in the software. And we’ve got the 2nd failure of the Streaming Wars (after Quibi): World Wrestling Entertainment.
$TSIA $CMCSA
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1/26/2021 • 18 minutes, 4 seconds
“Disrupt the gas station” — Instacart’s pivot. Amazon Prime vaccine. EVgo’s gas makeover.
We saw a headline about Instacart over the weekend, but we rewrote a completely new one for them instead. To solve the vaccine crisis, we need Amazon Prime Vax. And EVgo went public because electric cars need charging stations. And it’s time for gas stations to be completely reimagined.
$CRIS $AMZN
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1/25/2021 • 16 minutes, 52 seconds
“Feels like a Cult Stock” — Plug Power’s pop. Chobani’s ready-to-drank. Traveler’s chill mode.
Plug Power’s stock has surged 300% in 3 months, so we’re jumping in Snack Style. Chobani yogurt is ditching diary for the biggest 3 words in beverage: Ready-To-Drink. And Traveler’s Insurance tells us exactly how you’re living your life right now.
$PLUG $TRV $SBUX
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Netflix stock just enjoyed its biggest jump in 5 years because content is king and profit is a pawn. Birkenstock may get acquired for $5B because comfort striking while the shoe iron is hot. And Student Loan Forgiveness could be the new bailout.
$NFLX
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1/21/2021 • 18 minutes, 6 seconds
“Every kiss begins with Jared’s” — Signet Jewelers’ Benchmark Brand. Goldman’s humble-brag. Impossible’s big hire.
The world’s biggest diamond seller tells us everything we need to know about jewelry on Earth right now. Big Bank Goldman Sachs just made a major humble-brag. And Impossible Foods’ new hire is why we’re thinking of a new business line for them: Carbon-Neutrality-as-a-Service.
$GS $SIG $BYND
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1/20/2021 • 19 minutes, 4 seconds
“She made the first IPO move” — Bumble’s IPO filing. Spotify’s car thing. Biden’s $1.9 Trillion energy shot.
Bumble’s New Year’s resolution was to go public, so we just jumped into its IPO paperwork. Spotify’s “Car Thing” is the secret gadget to know about. And we’re whipping up the most important numbers from Biden’s $1.9T stimulus plan.
$BMBL $SPOT
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Poshmark pulled off the double-double IPO, but we don’t think it’s really an ecommerce company. GameStop’s stock (say 5 times fast) surged 100% in the last week, so we’re looking at why it’s no longer dead. And computer chips have never been in higher demand — and the industry has never seen so much drama.
$POSH $GME $QCOM
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1/15/2021 • 18 minutes, 33 seconds
“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.
General Motors just did its best impression of Tesla (and it was good enough to pop the stock to an all-time high). We noticed 3 lines in KB Homes’ earnings report that tell us everything about the real estate market in 2021. And Visa just canceled its $5B acquisition of Plaid, which will change the future of your credit card.
$KBH $V $GM
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CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoom’s stock has lost almost half its value, so we’ve got an idea for them. And Walmart just whipped up a freaky outdoor cooler to store grocery delivery when you ’re not home — because it knows the secret to your subscription heart.
$VIAC $ZM $WMT
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1/13/2021 • 18 minutes, 47 seconds
“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.
We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the socks). After a quick death, Quibi will be reincarnated… as Roku. And Cardtronics is the biggest chain of ATMs on Earth, but its greatest enemy is right now its greatest friend.
$ROKU $CATM
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1/12/2021 • 19 minutes, 30 seconds
“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.
BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it reminds us of the same growth strategy as Apple’s iPhone. And automation is failing on social media platforms.
$BUD $STIC $FB $TWTR
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1/11/2021 • 17 minutes, 53 seconds
“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.
Bitcoin doesn’t usually give us a reason for doing what it’s doing, but we’re breaking down its surge to $40K (spoiler: FOMO). Victoria’s Secret needs to change its name to Bath & Body Works. And Roblox’s tween gaming is going public for 12-year-olds.
$RBLX $BTC $LB
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1/8/2021 • 18 minutes, 46 seconds
“Can we interest ya in a timeshare?” — Wyndham’s $100M mag. Electric Cars’ milestone moment. Georgia’s stock impact.
We just saw 5 big updates from across the world that reveal 1 thing: Electric cars are having a global milestone moment. Wyndham Destinations dominates timeshares, so we’re curious why it’s dropping $100M on a magazine. And we’re jumping into how the Georgia Senate runoff election affected all 4 big stock indexes differently.
$WYND $SBE $TSLA
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Twitter just bought a podcast company — we think it could solve the #1 problem in podcasting. Shake Shack lost The Great Fried Chicken War of 2019, so it’s kicking off a new one for 2021. And Alibaba’s legendary founder was MIA because the #1 rule of doing biz in China: Don’t diss China.
$SHAK $TWTR $BABA
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Word that Jack Dorsey’s Square is talking to Jay-Z about acquiring Tidal isn’t the most shocking thing we’ve ever heard, now that we’ve digested it. General Electric’s stock has one great final hope: A fan that’s as big as the Empire State Building. And Discovery jumps into subscripturation, but it’s got the QQE recipe.
$SQ $GE $DISCA
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1/5/2021 • 20 minutes, 10 seconds
1st pod back: Our 3 big biz wishes for 2021
In our first pod of the year, we’re going digestible bold: Our 3 big business predictions for 2021… (it’s good to be back). DoorDash should acquire IHOP. Spotify, Netflix, and Peloton should team up for “The Anti-Apple-Alliance” $30/month bundle. And Uber and Airbnb should go from one thing to every thing.
Last year’s “Big Biz Wishes” episode:
- Apple: https://podcasts.apple.com/us/podcast/snacks-daily/id1386234384?i=1000460290975
- Spotify: https://open.spotify.com/episode/2inOZBtdlc8edLyibZwloT?si=fFHmoRNTTH-l6x06bDuEoA
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1/4/2021 • 18 minutes, 55 seconds
BONUS: “Year in Review” — The 3 biggest trends of 2020
Snacks Digested: We whipped up the 3 top trends from the last year.
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12/28/2020 • 17 minutes, 13 seconds
BONUS: “Best of 2020 Album” — Our 3 favorite stories from the worst year yet.
A special podcast: We whipped up ours and your 3 favorite stories from the last year.
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12/21/2020 • 21 minutes, 15 seconds
“To milk dip or not to milk dip” — Oreos’ secret squad. Map app madness. Stocking stimulus.
We’re looking at the strategy behind Oreos’ double-stuffed Lady Gaga Halloween limited edition Oreo. Amazon whipped up a new map app that says more about its real profit puppy. And we’re looking at the government stimulus that could drop in your stocking before Christmas.
$MDLZ $AMZN $GOOG
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12/18/2020 • 19 minutes, 57 seconds
“Zuck Team 6” — Facebook’s copycat team. Earth’s biggest (new) cannabis. StockX’s $2.8B sneaker.
Cannabis legends Tilray and Aphria are combining into the world’s largest pot company, but the real story is what they’re brewing. “Unicorn of the Day” StockX hit a $2.8B valuation because the rules of media apply to sneakers. And it turns out copycatting is so critical to Facebook that they’ve created a secret team of entrepreneurs… to Zuck or be Zucked.
$APH $TLRY $FB
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12/17/2020 • 18 minutes, 32 seconds
“Planet Fitness bleeds its own blood” — Kate Spade’s opposite day. Blade’s heli-SPAC. Planet Fitness’ trick.
Kate Spade and Coach shouldn’t be selling more handbags during a pandemic… yet they’re more profitable than ever. Planet Fitness whipped up an aggressive trick to not go bankrupt. We call it the “fruit fly strategy”. And Blade is the “Uber for helicopters” going public via SPAC — just as Uber is quitting helicopters.
$PLNT $TPR $EXPC
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12/16/2020 • 18 minutes, 33 seconds
“Instagram for your ears” — Zynga’s audio Words. FireEye’s hack-tastrophe. Apple’s creativity crusher.
After years of making mobile games for your phone, Zynga’s partnering up with Google Home for a completely new concept: Audio-only games. FireEye is supposed to protect the computers Fortune 500 companies… until it got hacked. And Apple just killed a TV series because San Francisco is the new Los Angeles.
$ZNGA $FEYE $AAPL $GOOG
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Happy Vaccine Day, Snackers… The first US vaccines shots could hit this afternoon, so we’re looking at Pfizer’s $19B payday. Restoration Hardware’s earnings report reads like a Gatsby novel because its stores expect a new Roaring 20’s. And Disney shares hit an all-time high thanks to a new strategy we’re calling “Shmovies.”
$RH $DIS $PFE $MRNA
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12/14/2020 • 17 minutes, 25 seconds
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks’ Investor Day presentation revealed a completely new vision for your new coffee routine (spoiler: “Walk-Thrus”). And AT&T made a $66B mistake 5 years ago… so it’s fixing that this week.
$DASH $SBUX $T
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12/11/2020 • 19 minutes, 10 seconds
“The Un-zuckening” — Facebook’s InstaExit. McD’s toy drama. Quantumscape’s 40-year invention.
McDonald’s is facing its biggest fight of the year, and it’s because of… Happy Meals. Quantumscape’s stock jumped because it’s a patent puppy, not profit puppy. And Zuck’s being forced to sell Instagram and Whatsapp — we’re calling it the “ACDC” problem.
$QS $MCD $FB
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Liquor legend Brown-Forman is borrowing a movie strategy for its top-shelf-ification of Jack Daniel’s. Stitch Fix stock surged 40% because it’s pulling a move straight outta Netflix. And Uber’s selling its self-driving biz… which completely changes our calendar of when self-driving actually arrives.
$SFIX $BF $UBER
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12/9/2020 • 17 minutes, 59 seconds
“Did you just double-dip that chip?” — Spotify’s little secret. David’s Bridal’s dress pivot. Cheesecake Factory’s fib.
Weddings are off, but David’s Bridal emerged from bankruptcy because weddings haven’t changed. We’ve got our 1st publicly-traded company charged with lying in the pandemic: Cheesecake Factory. And Spotify’s stock is up 20% in the last week… and Spotify’s app is up 20 spots in the App Store in the last week.
$CAKE $SPOT
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12/8/2020 • 21 minutes, 5 seconds
“WOOF or MEOW?” — Petco’s IPO. Nestle’s 2050 food fantasy. November’s Jobs Report.
Hey Chewy, turns out Petco is going public and it’s got its own profit puppy. Nestle just whipped up a 2050 plan to make zero greenhouse emissions… without affecting a drop of their earnings. And the November Jobs Report reveals how moms are hurt the most.
$WOOF $NSRGY $CHWY
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Dunkin’ whipped up a color-changing drink and it’s the opposite of every other food chain’s strategy right now. Microsoft just acquired an ecosystem for eSports (still sad it couldn’t buy TikTok). And Boeing stock jumped 8% because stunt marketing works, whether you’re the Brooklyn Bridge or a tainted airplane.
$BA $MSFT $AAL
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12/4/2020 • 17 minutes, 15 seconds
“And the winner of the Slack-quisition is...” — Citibank’s unicorn hunt. Nasdaq goes woke. Slack’s $28B trophy.
Forget savings accounts — Citibank’s venture capital arm deserves your attention. Nasdaq whipped up a game changing new rule that requires your board have 1 woman and 1 underrepresented minority. And now that Salesforce’s acquisition of Slack is official, we dove into the numbers Snacks-style to figure out what comes next if you own Slack or Salesforce stock.
$NDAQ $C $WORK $CRM
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Instead of hibernating, BlackBerry’s turned from smartphones to smart cars… and its stock just shot up 30% on an Amazon partnership. Sephora heard our story on Inception Retail, so it’s whipping up its own store-within-a-store. And Zoom’s earnings continue to dominate the Year of Zoom, so we’re looking at why the stock fell 15%.
$BB $ZM $KSS $LVMUY $AMZN
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12/2/2020 • 15 minutes, 47 seconds
“I will protect this Peloton” — Under Armour’s shoe deal. Kustomer’s Facebook love. S&P Global’s $44B splurge.
Probably because they watched that Michael Jordan documentary, Under Armour is launching a Steph Curry shoe brand (but we’ve got a long-term solution for them). Facebook is reportedly dropping $1B for Kustomer because it’s the cherry on Zuck’s 2020 strategy sundae. And S&P Global whipped up the biggest deal of the year at a cool $44B.
$UA $PTON $FB $SPGI
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12/1/2020 • 18 minutes, 24 seconds
“Black Friday is dead (Cyber Monday too)” — The Great Pricing Reset. Slack’s slack-quisition. Pinterest’s secret school.
We’re gonna call it as we see it: Black Friday is dead, long live Cyber Daily. Pinterest is secretly working on a new project that we think is the future of education. And Slack put up its “Out Of Office” away message last week – but was busy trying to sell itself.
$PINS $WORK $CRM $FDX
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11/30/2020 • 17 minutes, 12 seconds
“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.
Just in time for our last pod of the holiday week, the Dow hit 30K on word of a new Treasury Secretary’s signature. We jumped into Abercrombie & Fitch’s latest earnings, but discovered it’s not really Abercrombie anymore (literally). And DineTech company Toast is our “Unicorn of the Day”. After laying off off ½ of its staff in April, it’s back and just hit an $8B valuation.
$ANF $DIA
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11/25/2020 • 17 minutes, 48 seconds
“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.
In the biggest social media launch of 2020, Snapchat zucked TikTok… but kicked things up nine notches (you’re not a viewer, you’re a voter). Adidas bought Reebok for nearly $4B 15 years ago and is now trying to sell it for a quarter of that (what happened?). And Warner Music Group is part Spotify, part Live Nation, part Coldplay.
$WMG $ADDYY $SNAP
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11/24/2020 • 17 minutes, 32 seconds
“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.
Circle the calendar (again) for December 25th: It’s the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is IPO’ing because Amazon doesn’t feel enough like a TV gameshow. And Affirm is also going public because you hate credit cards.
$WISH $AFRM $T
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11/23/2020 • 18 minutes, 9 seconds
"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.
Google’s new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on the treasure hunt experience of physical shopping, but then yesterday happened. And General Motors realized it knows more about your driving skills than your insurance company does, which led to an idea...
$TJX $GOOG $GM
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11/20/2020 • 17 minutes, 34 seconds
“We’re in a Baby Bust” — P&G’s diaper problem. Tesla joins the club. Duolingo translates $2.4B.
When a pandemic means making fewer babies, Procter & Gamble has to adjust its diaper strategy (spoiler: fancy dipes). Tesla stock popped 20% this week because admittance to the S&P 500 club brings perks. And our “Unicorn of the Day” is Duolingo, which just hit a $2.4B valuation as the translation app tries to pull a Spotify.
$PG $TSLA
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11/19/2020 • 17 minutes, 10 seconds
“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.
We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar because snacks spring eternal (meta). And if you noticed Walgreens stock fell, it’s because Amazon just whipped up an online pharmacy.
$ABNB $AMZN
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11/18/2020 • 18 minutes, 40 seconds
“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.
Casper’s 14% stock drop reveals a self-inflicted weakness that’s been hidden for years. Southwest Airlines stock rose 2% because it’s pulling the opposite move of every other airline right now — expanding. And Asia’s huge trade deal covers 2.2B people & ⅓ of the Earth’s economic activity — but the USA is MIA.
$CSPR $LUV $PRPL
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We ordered some noodles and jumped into DoorDash’s fresh IPO paperwork… but there’s one problem that they mentioned 649 times. DisneyLand shut down, no new movies, and stores closed? Didn’t stop Disney stock from jumping after its earnings. And we’ve finally ID’d Google’s strategy to get you hooked: “The 5-year Free Unlimited.”
$DASH $GOOG $DIS
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11/16/2020 • 20 minutes, 16 seconds
“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.
Live Nation’s sales plummeted 95%, so it’s already got a plan for your summer 2021 concert game. Sonos ’ latest product unveil has us thinking they should find their niche. And Ford’s newest electric van isn’t really a van… it’s a freaky software your boss loves.
$LYV $SONO $F
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11/13/2020 • 18 minutes, 30 seconds
“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.
We’ve been thinking it for weeks, but now that Lyft’s reported earnings we’re just gonna say it: Lyft hasn’t done anything this year. Apple’s “One More Thing” event shows that it’s not only vertically integrating… it’s horizontally dominating. And Hopin is our “Unicorn of the Day” for snagging a fresh $125M to be the Zoom for events (but ultimately the Zoom for Zoom).
$LYFT $AAPL $INTC
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11/12/2020 • 19 minutes, 28 seconds
“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.
Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most important yet, even if you’ll never listen to it. And Ulta Beauty’s quitting on malls to move into Target… which kinda turns Target into a mall.
$SPOT $ULTA $PTON $TGT
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Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock winners and some stock losers (sorry, Zoom). Just as Beyond Meat was about to announce earnings, McDonald’s revealed its very own plant-based competitor: McPlant. And Timberland-owner VF Brands is splurging $2.1B on Supreme to streetwear-ify its social media sales game.
$MCD $VFC $PFE
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Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The entire travel industry is suffering right now… and yet Marriott whipped up a profit? And we noticed that Amazon’s latest product is straight-up zucking Airbnb’s latest feature.
$HSY $MAR $AMZN
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11/9/2020 • 19 minutes, 41 seconds
“More election stock movers” — Tinder’s 6% pop. Nintendo’s Apple strategy. What else jumped/fell post-election.
It wasn’t just cannabis, sports betting, and Big Tech making moves after the election… we’ve got 2 more stock sectors shaking now. Match Group’s shares jumped 6% because Tinder powered through a pandemic, and Hinge made a comeback. And Nintendo sales surged, but we’ve seen their Switch strategy before.
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11/6/2020 • 20 minutes, 32 seconds
“How the election affected stocks” — The post-election surge. Uber/Lyft’s Prop 22 win. A liquor legend’s moment.
We got you covered: Big Tech, gambling, and cannabis are the stocks making post-election moves. Uber and Lyft shares surged after winning the most expensive ballot initiative in California history. And since you probably poured yourself some top-shelf stuff Tuesday night, we’re looking at the latest update from Corona-brewing liquor legend Constellation Brands.
$UBER $LYFT $GRUB $STZ
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11/5/2020 • 18 minutes, 49 seconds
“Earth’s biggest IPO is MIA” — Ant’s $310B ghosting. Reef’s $700M parking lot. The Right to Repair in Massachusetts.
Ant Financial is the biggest finance company on the planet that was ready for the biggest IPO on earth… until the Chinese Government got involved. Reef Technologies is trying to do something kind of WeWork-y, but with parking lots instead of glamorous offices. And The Right to Repair would hurt corporate profits, but help just about everyone else.
$BABA $AAPL
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First of all, have you voted yet? No? Stop the show (we’ll wait)... Nestle just dropped $1B to buy Freshly because it’s a learn-cquisition. Crocs just whipped up a Justin Bieber collaboration as its stock enjoys a 400% run since March. And for the first time ever, Exxon suffered its 3rd straight quarterly loss.
$CROX $XOM $NSRGY
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11/3/2020 • 20 minutes
“The stocks on the ballot” - Presidential stock impact. Pinterest dudes. Spotify & Netflix’s price-punch.
We’re breaking down the stocks most affected by a potential Biden presidency and a potential Trump second term (now go vote). Pinterest shares popped as we noticed the rise of the Pin Dude. And Spotify and Netflix plan to hike prices because of media’s willingness-to-pay moment.
$PINS $SPOT $NFLX
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11/2/2020 • 18 minutes, 58 seconds
“The Barking Bundle” — Chewy’s tele-vets. Amazon wins Techageddon. The final pre-election GDP report.
Did ya feel that? Amazon, Apple, Google, and Facebook just announced earnings at the same exact time on the same exact day. Amazon was the Techageddon winner. Chewy is jumping into pet telehealth, so we’ve got a bold idea for them: “The Barking Bundle.” And we just got the final GDP report before the election, so we’re sprinkling on some context through Ford, GM, and Fiat-Chrysler’s earnings report.
$AAPL $AMZN $GOOG $FB $CHWY $F $VWAGY $FCAU
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10/30/2020 • 19 minutes, 36 seconds
“Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.
Topgolf was just acquired by Callaway for $2B because the Lazertag of golf is the future of golf. Back in March, Tupperware’s stock was trading at $1 — it’s surged 2,000% since then and just popped another 35% yesterday on your leftovers love. And First Solar is the biggest solar energy company in the US, but it’s going through a puberty phase.
$TUP $ELY $FSLR
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10/29/2020 • 19 minutes, 41 seconds
“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.
Harley’s stock popped 22%, but we think its new business strategy is a short term sugar high. Post-It creator 3M has sold 1.4B facemasks this year, but the pandemic stock is down mid-pandemic. And Postmates has a new delivery strategy: Deliver Everything.
$HOG $MMM $UBER
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10/28/2020 • 20 minutes, 38 seconds
“$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.
Dunkin’s stock jumped 16% on word it could go private… and we’re extremely skeptical of the deal. MGM is reportedly open to selling off James Bond to the highest streaming bidder, but live sports is a cautionary tale. And Big Banks just told us they’re getting squeezed, so we’re looking at how they’ll squeeze you to make up for it.
$DNKN $AAPL $JPM
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Shares of Mattel surged 12% because iPad is out, Barbie is in. L’Oreal sales rebounded as it’s inspired by what Budweiser’s doing. And Redfin’s CEO made a bold call about real estate in 2021, so we’re looking at all the Housing stocks that are publicly traded.
$MAT $LRLCY $RDFN
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10/26/2020 • 18 minutes, 25 seconds
“Gone in 60 Quibis” — Streaming Wars’ victim #1. Venmo’s $13K Bitcoin. Goldman’s $5B Malaysia trip.
Just a few Quibis after launching, billion-dollar streaming startup Quibi is shutting down — we’ve got the autopsy. Bitcoin popped to $13K for the first time in 3 years after PayPal announced it’s coming to your Venmo. And Goldman Sachs has to pay out $5B for its scandal in Malaysia, but the impact is way bigger.
$PYPL $GS
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General Motors has taken the most unsustainable car every — the Hummer — and made it electric. Snap’s stock surged 28% because in-between moment content is having a moment. And Netflix fell 7% because growth in the USA and Canada is virtually zero.
$SNAP $GM $NFLX
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10/22/2020 • 16 minutes, 46 seconds
“GO O GL E” — Break it up? SpaceX’s other cloud. P&G’s 15-year best.
The Justice Department just slammed Google with the biggest antitrust monopoly case since the ‘90s. Elon Musk’s SpaceX nails a new partnership with Microsoft to handle cloud computing… in outer space. And Procter & Gamble’s earnings are a window directly into your home — while you’re eating and cleaning (so much cleaning).
$GOOG $PG $MSFT
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10/21/2020 • 18 minutes, 32 seconds
“Pivot to puppies” — The Dodo’s pet insurance. Halliburton’s oil shovel. Walmart app-ifies its aisles.
Partially-owned by publicly-traded Discovery Inc, The Dodo is known for adorable 3-minute cat videos — but now it’s launching pet insurance. Energy legend Halliburton is selling shovels to an oil goldrush that isn’t getting rushed into. And Walmart is bringing its app to life… as a store (1,000 of them).
$DISCA $HAL $WMT
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10/20/2020 • 18 minutes, 28 seconds
“$140M to Airbnb that Mercedes” — Getaround’s mega-round. FuboTV’s IPO. Amazon’s (Anti) Prime Day.
Getaround snags $140M in fresh funding to Piggyback Pop off Airbnb… but for your car. Fubo just IPO’d so we’re looking at the littlest streamer out there. And the winner of Amazon’s epic/delayed Prime Day? Anti-Prime Day.
$FUBO $AMZN
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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 Facebook just faced their biggest ever test about whether they’re platforms or publishers. And Sleep Number stock popped because it’s doing everything with mattresses that Casper isn’t.
$NIO $SNBR $TWTR $FB
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10/16/2020 • 18 minutes, 4 seconds
“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.
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. Meanwhile, Big Banks kicked off earnings season, but we’re more interested in the diversification going on at BlackRock. And we noticed that some subtle job postings reveal major moves from Uber’s moonshot idea: Freight.
$PPC $BLK $UBER
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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 Hyperice just raised big money in a Peloton world — but we’re wondering what Big Tech company will acquire them. And a single line from Delta’s earnings report was enough to drop the stocks of entire industries.
$AAPL $DAL $NLS
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The Red Sox might bouncing back from missing the playoffs by transforming into a publicly-traded stock. Twilio stock jumped 8% yesterday — you probably use it everyday but don’t know it. And fashion brands are pulling a QVC to fix the 2 biggest issues with online shopping.
$TWLO $PVH $RBAC
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10/13/2020 • 20 minutes, 1 second
“Cannabis runs for Vice President” — Microsoft’s forever WFH. Cannabis defines the relationship. Disney’s $3B shuffle.
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 checks forever… or permanently treat itself to $3B every year in a Netflix world? And Microsoft is the first Big Tech to go permanent Work From Home — so we got ourselves the first WFH Playbook.
$TLRY $ACB $CGC $DIS $MSFT
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10/12/2020 • 18 minutes, 35 seconds
“A $30B check for racial justice” — JPMorgan’s unprecedented pledge. Kroger’s ghost kitchen. Dollar General’s fancy idea.
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. Kroger is disrupting itself with a ghost kitchen in aisle 4. And Dollar General is already living its best life… so it’s doing the opposite: A fancier chain for wealthier customers. The “five dollar” store.
$KR $JPM $DG
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10/9/2020 • 17 minutes, 48 seconds
“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.
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 1st baked breakfast item in 8 years, so we’ve got a bold idea for Ronald: Breakfast Club. And gene-editing pioneer Crispr watches its stock jump 11% — doesn’t hurt when your co-founder just got a Nobel Prize in chemistry.
$LEVI $CRSP $MCD
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10/8/2020 • 16 minutes, 48 seconds
“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.
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 word Apple’s pulling the “it’s not you, it’s me.” And Venmo’s new credit card launch is really a story about the company behind the plastic: Synchrony Financial.
$REAL $SONO $AAPL $SYF $PYPL
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Regeneron’s stock jumped because saving a nation’s president’s life is straight-up earned media value. Tesla has officially cannibalized itself… and we think that’s a good thing. And Cooler Screens snagged $80M to make your bodega’s drink fridge digitally speak to you.
$REGN $TSLA
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10/6/2020 • 17 minutes, 23 seconds
“Pure-play Avocado stock” — Mission Produce’s toasted IPO. Etsy’s crafty surge. 2020’s most important Jobs Report.
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 figured out something crafty that Amazon hasn’t. And Mission Produce’s IPO reminds us more of oil than avocado.
$AVO $ETSY
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10/5/2020 • 17 minutes, 16 seconds
“Rum and Coke, hold the Coke” — Pepsi’s liquor thirst. Bed Bath & reBound. Hims’ public prescription.
Pepsi is thinking about entering the alcohol biz — but that’s way more complicated than fermentation. Telemedicine innovator was the 2nd fastest company ever to become a unicorn, but now it’s SPACing itself into a publicly traded stock. And Bed Bath & Beyond is now living the opposite life that you expected.
$BBBY $PEP
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10/2/2020 • 16 minutes, 57 seconds
“Jon Snow wears wolf, Gen Z wears Goose” — Canada Goose’s restaurant bump. Disney’s firing paradox. Asana/Palantir’s Direct Listing Day.
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 workers, yet its stock keeps rising. And Happy Direct Listing Day – Asana and Palantir ditched the investment banks and sent their stocks trading solo.
$GOOS $PLTR $ASAN $DIS
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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 Walmart is way more than just a deal with Walmart. And Blackstone is America’s biggest landlord. Their climate pledge is also a profit pledge.
$SFIX $BYND $BX
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9/30/2020 • 16 minutes, 39 seconds
“Thou art fit and proper” — Uber’s London trip. Roku’s home theaterization. ShipBob’s anti-Amazon Alliance.
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 it’s turning your streaming TV into a streaming movie theater. And our “almost Unicorn of the Day” is ShipBob, which snagged $68M. It’s playing its part in the anti-Amazon rebel alliance.
$ROKU $UBER
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Vail Resorts’ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Square’s stock jumped 12% last week because Cash App’s network effects aren’t getting enough love. And Bezos decided to go dystopian in Amazon’s big product day with a drone that flies through your home like an aerial Rottweiler.
$MTN $SQ $AMZN
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9/28/2020 • 15 minutes, 52 seconds
“Air Force 1 is 38 years old” — Nike’s sneaker moment. Spotify’s Hollywood repackage. ChargePoint’s electric shovel.
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 movies/TV. And ChargePoint plans to go public since electric cars need electric charging infrastructure.
$NKE $SPOT
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9/25/2020 • 17 minutes, 37 seconds
“Elon’s 3 year hype” — Tesla’s un-Tesla Battery Day. GoodRX’s IPO prescription. General Mills’ innovation renovation.
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 popped 53% on IPO day because it’s the expedia.com of prescription drugs. And General Mills’ is so desperate to keep you buying cheap cereal that it’s making up business terms and mixing yogurt with candy.
$TSLA $GDRX $GIS
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9/24/2020 • 18 minutes, 10 seconds
“We already have a bunch of Quibis” — Quibi’s (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.
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 it’s partnered with Amazon to Zuck Peloton now. And a new bombshell report reveals how criminal money is working through the financial system via our Big Banks.
$PLTN $AMZN $DB $BAC $JPM
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9/23/2020 • 18 minutes, 13 seconds
“Nikola & Theranos. Different companies, same accusations.” — Nikola’s 19% drop. Chime’s $14.5B swipe. BJ’s Costco-fication.
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 the cinderella story of the Warehouse Wars after its stock almost doubled this year. And our “Unicorn of the Day” is digital banking app Chime, which hit a $14.5B valuation. It wants you to think it’s a bank, but not investors.
$NKLA $BJ
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9/22/2020 • 17 minutes, 20 seconds
“Liam Neeson got TikTaken” — TikTok (isn’t) banned. InFarm’s vertical farms on aisle 3. AT&T’s ad test.
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 been written. InFarm snagged $170M to make vertical farming a thing. And AT&T don’t care what HBO says — it’s testing the limits of ads because life comes down to pricing.
$T $ORCL
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9/21/2020 • 16 minutes, 23 seconds
“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.
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-Ban partnership to win Wearables. And NextEra is now the most valuable utility stock in the USA thanks to renewable energy and a hint of monopoly.
$SNOW $NEE $FB
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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 was probably a failure. Goldman Sachs acquired a startup that reveals when to build or when to buy. And Amazon’s having fun in cities, but it’s also buying up 1,000 strategic locations in the suburbs.
$GS $DIS $AMZN
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9/17/2020 • 17 minutes, 20 seconds
“No Watch? No weights.” — Apple’s Fitness+ unveil. Opendoor’s home-flipping SPAC. Carnival’s $1B life jacket.
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. “Unicorn of the Day” Opendoor is going public via SPAC because it can flip homes at scale. And Carnival Cruise’s stock plummeted because it’s grabbing a $1B life jacket at the worst (and most costly) moment.
$AAPL $CCL $IPOC
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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 fall asleep because it’s part of the beverage trend of 2020 — functional. And Delta is raising money in the most creative and airline-ish way possible: Frequent flyer miles.
$ORCL $PEP $DAL
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9/15/2020 • 18 minutes, 45 seconds
“Zuck Zucks Facebook” — American Eagle vs. Aerie. Phase 3 COVID vaccines. Facebook’s newest social network.
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 3 trials for the COVID vaccine. And Facebook’s newest social network is the exact same as its first ever social network… college only (we’re calling it “TheFacebook”).
$AEO $AZN $FB
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9/14/2020 • 17 minutes, 27 seconds
“The official (BLANK) of the NFL” — Postmates’ football deal. Martha Stewart’s CBD. Restoration Hardware’s fanci-ness.
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 cult of followers, and Canopy wants them CBD-ing. And Restoration Hardware is one of the Fantastic Fancy 4 that’s winning by helping the affluent adapt to COVID.
$CGC $RH $UBER
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9/11/2020 • 17 minutes, 21 seconds
“Ghosted at the $16B wedding” — Louis Vuitton breaks up with Tiffany’s. Google’s Chromebooks kid strategy. Slack’s schlep moment.
That multi-billion dollar merger between Tiffany and luxury legend LVMH just got called off, but we’re questioning the excuse. Google’s Chromebooks are the back-to-school item getting snatched up by schools. And Slack stock fell 15% yesterday because we think it’s way more of a schlep than Zoom is.
$WORK $TIF $GOOG
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9/10/2020 • 16 minutes, 43 seconds
“The tech stock white whale” — Softbank’s big Nasdaq money. Nikola surges 40% on GM investment. Boeing’s business class dreams
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 tech valuations, turns out Softbank is doing the same thing now to publicly-traded tech stocks. And Boeing has itself a cancelation problem because business class’ future is uncertain in the age of Zoom.
$NKLA $GM $SFTBY $BA
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9/9/2020 • 17 minutes, 25 seconds
“The Tesla of SoulCycle” — Peloton’s new strategy. T-Mobile’s back-to-school effort. Bankrupt brands get eResurrected.
Peloton’s announcing something special this week: Peloton+. T-Mobile’s splurging $11B on a back-to-school initiative for students to help crush the Homework Gap. And Retail Ecommerce Ventures is buying up the big bankrupt brands you miss, then digitaling re-launching them.
$PTON $TMUS
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9/8/2020 • 17 minutes, 23 seconds
“Jeep Grand Wagoneer… is back” — Jeep’s nostalgia-wagon. Campbell running out of Soup. Samsung = 11% of Korea’s GDP.
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 = $$$. And Samsung is splurging $2B on the biggest medicine factory in history because going wide is what Samsung does.
$CPB $FCAU
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9/4/2020 • 17 minutes, 37 seconds
“Bumble stock makes the 1st move” — A Bumble IPO plan. Jack Daniel’s K-shaped recovery. Amazon innovation in Brooklyn.
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 current unique economic reality. And Amazon just launched the most innovative thing in online grocery delivery yet: A ghost grocer grows in Brooklyn.
$BF $AMZN
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While you were chewing Nestle’s peanut butter chocolates, the company just acquired a $2.5B company that develops a peanut allergy treatment. Walmart unveiled the details and launch date of Walmart+ to subscriptify your life (and it promises it’s got nothing to do with Amazon Prime). And everyone had high expectations for Zoom’s latest quarter, but this one was truly historic.
$ZM $NSRGY $AIMT $WMT
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9/2/2020 • 17 minutes, 17 seconds
“Free Netflix (but not for iPhone users)” — United ends change fees. Netflix’s free option. Lemonade’s non-profit-ness.
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-content-away-for-free” strategy. And renter’s insurance icon Lemonade is giving away 17X more money than the average publicly traded corporation does… but it’s still not profitable (investors not down).
$LMND $NFLX $UAL
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9/1/2020 • 18 minutes, 4 seconds
“Happy TeslApple Day” — Tesla & Apple split their stocks. The Gap’s 1 hope. Abbott’s $5-15 minute Covid test.
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 company last quarter, but its future depends on Athleta. And Abbott Labs stock jumped 8% last week not because of a vaccine, but because of “the $5 COVID credit card 15-minute” test.
$TSLA $AAPL $GPS $ABT
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8/31/2020 • 17 minutes, 40 seconds
“Apple should buy Warby Parker” — Walmart & Microsoft might adopt TikTok. Warby Parker hits $3B. Amazon’s 1st fitness gadget.
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 looking at its Apple Watch, so it whipped up its first ever fitness gadget that has eyes and ears. And our “Unicorn of the Day” is Warby Parker, which we think would look really nice on Apple.
$WMT $MSFT $AMZN $AAPL
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8/28/2020 • 19 minutes, 22 seconds
“Can someone wake up Casper?” — Urban Outfitters’ fashion smoothie. Casper’s fresh CFO. Salesforce is in the Dow.
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). Urban Outfitters’ stock jumped 19% because it isn’t just faux-ironic t-shirts — it’s actually a smoothie of innovation. And Salesforce is the newest addition to the Dow Jones Industrial Average, so we jumped in Snacks Style to its fresh earnings report.
$URBN $CSPR $CRM
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8/27/2020 • 18 minutes, 7 seconds
“It’s wedding season for IPOs” — DoorDash’s stock surprise. Best Buy’s best life. Ball’s aluminum-ification.
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 was left for dead by Wall Street, but now it’s living its best life. And Ball’s cans make it possible for you to consume sparkling anything, but its stock is trying to keep up with the aluminum-ification of everything.
$BBY $BLL
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The secretive tech icon Palantir’s IPO paperwork just un-secretly leaked. Luminar is yet another electric car startup going public through SPAC — except this one shoots laser beams and is run by a 25-year-old CEO. And we’re looking at how the shutdown of Uber and Lyft in California last week didn’t happen, but revealed their unique in-app policy power about the new battle, Prop 22.
$UBER $LYFT
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8/25/2020 • 21 minutes, 11 seconds
“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.
Yum Brands’ Taco Bell is launching new “Go Mobile” stores that show how food is leading the convenience movement. John Deere loves your gardening moves lately, so we’re looking at its waterfall situation. And booze-deliverer Drizly is our “Unicorn of the Day” — It just raised $50M because alcohol and cannabis delivery are just different.
$YUM $DE
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8/24/2020 • 17 minutes, 57 seconds
“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.
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 it’s whipped up something it thinks you’ll love: Bundles...for cord-cutters. And the US dollar is the global economy’s Batman, but now that it’s losing value, we’re looking at what that means for you.
$VZ $REAL
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8/21/2020 • 17 minutes, 3 seconds
“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.
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. Impossible Foods has now raised $1.5B to scale its plant-based meats, but it also just found its differentiator from Beyond Meat. And General Motors is tired of being so general, so it could strategically split into a 2 companies.
$AAPL $BYND $GM
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8/20/2020 • 18 minutes, 47 seconds
“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.
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 pimped yo’ crib, so we’re looking at whether it can pimp its own dividend. And Chegg pioneered eTextbooks, but shares have doubled because it’s not your textbook tech platform.
$PENN $CHGG $HD
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8/19/2020 • 17 minutes, 23 seconds
“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.
Tesla shares jumped on word Elon may have discovered a second profit puppy: just the batteries. Earth’s biggest liquor company, Diageo, treated itself to Ryan Reynold’s Aviation Gin because premiumization needs celebrity. And Uber and Lyft are about to (maybe) shut down service in California this week, because, gig.
$TSLA $DEO $UBER $LYFT
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8/18/2020 • 16 minutes, 45 seconds
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
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 when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after launching a ghost kitchen.
$EAT $AAPL $UPS $FDX
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8/17/2020 • 20 minutes, 24 seconds
“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.
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, Disney’s earnings underline the pain COVID is inflicted on physical businesses. Take Two’s video games are benefiting from the elusive double sales wave. And Feather is trying to become the Rent The Runway of furniture.
$TTWO $DIS
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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. Levi’s CEO revealed its wild new 5-month gameplan in a world where denim is out. And America’s biggest meat producer, Tyson, just made the boldest CEO hire we’ve ever seen: A Google tech guy.
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8/4/2020 • 17 minutes, 33 seconds
“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.
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 itself in hard seltzer, Molson Coors figured out how to make beer flourish in the moment. And SiriusXM is a lot like cable TV, but for audio. We hope it doesn’t accept its fate of decline, like cable has.
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8/3/2020 • 16 minutes, 13 seconds
“Apple’s pizza is waaaay too big” — Apple’s 4-1 stock split. P&G stole Sysco's sales. Amazon’s record.
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’s double-double. Then Procter & Gamble sneaked in with its best quarter in 14 years because one company’s loss is another’s gain. And P&G has tons of MBAs.
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7/31/2020 • 15 minutes, 35 seconds
“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.
Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congressional grilling, maybe ever. Blue Apron whipped up its 1st profit since IPO’ing, but then the stock plummeted 15%. And AMC Movie Theaters just snagged the most important deal in streaming history — it shortens the infamous “75-day window.”
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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 courtesy of Instagram’s new Reels feature. And Lysol wants to become the Bain of Clean. Full disclosure: FOMO-creator Patrick McGinnis invented the term FOMO-ment.
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7/29/2020 • 19 minutes, 14 seconds
“Apple’s got a Stage 5 Clinger” — Jamf’s IPO. DraftKings Opening Day drama. Ro hits $1.5B
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 single mission: Help your company thrive on Apple devices. And our “Unicorn of the Day” is Ro, whose valuation tripled to $1.5B by evolving beyond cheap direct-to-consumer Viagra to all of healthcare.
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7/28/2020 • 19 minutes, 9 seconds
“Favorite child? It’s hard seltzer” — Boston Beer’s 21% surge. The biggest SPAC ever. No blockbusters in 2020.
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 that just killed the summer blockbuster biz. And the biggest Special Purpose Acquisition Company ever just went public, officially making this the “Summer of the SPAC” (fun to say).
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7/27/2020 • 15 minutes, 50 seconds
“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.
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. And Unilever announced earnings, but we’re focused on (and concerned about) its direct-to-consumer ice cream strategy with Ben & Jerry’s.
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7/24/2020 • 19 minutes, 36 seconds
“Spotify’s not a tech company” — Pfizer’s $2B Operation Warp Speed. Misfit’s ugly veggie $85M. Spotify’s new record label deal.
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 costs, so it just added a new revenue stream to try to offset that. And Misfit just bagged $85M in fresh funding to scale its subscription food box for ugly fruits and veggies.
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7/23/2020 • 17 minutes, 39 seconds
“The Hamilton Musical (for economies)” — Europe’s $2T joint bank account. Starbucks’ free lattes. Coca-Cola’s “new news” stock bump.
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 Program and Wendy’s just launched the 1st ever rewards app for a burger chain. We think the Loyalty Wars are coming. And Coca-Cola jumped 2% after its earnings report because of new news. Ignore old news.
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7/22/2020 • 19 minutes, 10 seconds
“The anti-prenup” — Headspace gets in Snapchat. Fisker pulls an Apple. Google Maps gets Uber money.
To take on its meditation rival, Headspace is partnering with Snapchat in the rare, elusive no-money deal. Electric car startup Fisker just went public, but it’s deciding to act more like Apple than every other car company (including Tesla). And Uber can’t do it all by itself, so its paying tens of millions of dollars to be dependent on Google Maps: It’s one the Silent Servers.
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7/21/2020 • 18 minutes, 15 seconds
“WeWork from the Dead” — WeWork’s profitability (?). Domino’s fortressing strategy. JetBlue & American Airlines colludiness.
Don’t even think about thinking WeWork is gone — the coworking pioneer claims it’ll be thrivingly “profitable” by this time next year. JetBlue and American Airlines have developed a special corona-relationship that basically feels like collusion. And Domino’s revealed its new chicken wings, cauliflower ambitions, and “fortressing” strategy.
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7/20/2020 • 18 minutes, 20 seconds
“@McConaughey... didn’t get hacked” — Twitter’s TBOY hack. Hasbro’s Scrabble app. UnitedHealth’s record (double) profit.
Twitter suffered its biggest hack ever, which could forever change its role as the direct-to-consumer communication platform. Hasbro’s new Scrabble app is causing aggressive drama among Scrabble purists, but the toymaker has learned its lesson from the ‘90s about cannibalization. And UnitedHealth just enjoyed a record $6.6B profit because you paid for health insurance but didn’t use it last quarter.
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7/17/2020 • 17 minutes, 55 seconds
“RZF = Resting Zoom Face” — Zoom launches hardware. Lemonade adds pet insurance. Goldman’s quiet before the storm.
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. Lemonade just launched its 2nd product: Pet insurance. And behold, Zoom from Home your desk’s 2nd monitor that is the closest thing to being in the office.
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7/16/2020 • 18 minutes, 4 seconds
“Ford’s midwestern modesty... problem” — New York Times pivots. Oatly hits $2B. Ford resurrects Bronco.
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 ad revenue with a new plan: Repackage its reporting into great TV and podcasts. And oat milk pioneer Oatly hits a $2B valuation thanks to a fundraise with big-time investors who fully mainstream-ify it.
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7/15/2020 • 17 minutes, 32 seconds
“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.
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 sales fell, snacks sales surged, and it’s already focusing on a new trend: Cleansing your insides. And with all the drama between the US and China, the big winner is India — which just snagged a $10B check from Google.
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7/14/2020 • 17 minutes, 10 seconds
“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.
$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’s fertility startup Kindbody gets $32M to apply SoulCycle-nomics to egg freezing. And Joe Biden releases his $700B economic package.
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The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves “Rocket Companies”. Walgreens is quitting medical school and pursuing a $1B investment in 700 doctor’s offices instead. And Kroger’s figured out a surprise strategy to boost sales of its own plant-based meat brand: Stick it next to real meat.
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Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription… for something. Walmart whips up an anti-Amazon version of Prime called Walmart+, coming this month. And our “Almost Unicorn of the Day” is Perfect Day, which snagged $300M to make milk that’s neither plant-based, nor animal-based. But tastes exactly like milk.
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7/9/2020 • 18 minutes, 55 seconds
“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun ’s solar-powered merger. Under Armour’s $475M botched acquisition.
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 and #2 solar companies because the industry needs a leader. And Under Armour is trying to sell the fitness app it splurged half-a-billion dollars on 5 years ago (it did nothing with it).
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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 by buying up Dominion Energy, a natural gas pipeline company. And Chipotle launches a virtual farmers market for its suppliers so you can DIY some barbacoa at home.
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7/7/2020 • 17 minutes, 13 seconds
“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.
Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfair problem with finance. Tesla became Earth’s most valuable car company — and then backed it up that milestone with an awesome report. And Walmart is turning 160 of its parking lots into drive-in movie theaters, but it’s not just about kindness and smiles.
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7/6/2020 • 17 minutes, 59 seconds
“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.
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 wine startup because it wants to go direct to consumer. Alibaba’s Freshippo stores make Amazon’s most innovative ecommerce look primitive. And YouTube TV just pulled a move straight outta the cable playbook: Jack up prices. We think the Great Price Reckoning may be coming.
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7/2/2020 • 18 minutes, 50 seconds
“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber is looking to rebound with Postmates instead. And Netflix will stream $100M of its cash into black community banks to fix the bank desert hole in the financial system. $LULU $UBER $NFLX
Here’s a Robinhood Learn article, authored by Nick and Jack (What is an ETF): https://bit.ly/3gfhd48
Here’s Robinhood’s Newsfeed, accessible if you download the Robinhood app and set up an account: Snackspodcast.robinhood.com
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7/1/2020 • 18 minutes, 4 seconds
“The 2nd Kardash-icorn” — Under Armour’s mega-deal. Facebook is too-big-to-cancel. Coty’s Kardashian investment.
Coty Cosmetics shares popped on word it’s snagging 20% of Kim Kardashian’s beauty brand. Facebook is facing its second ever #DeleteFacebook moment, except this time it’s coming from its most important stakeholder: Advertisers. And Under Armour is trying to cancel the biggest college apparel deal in history. It’s a sign of how far UA has fallen.
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6/30/2020 • 17 minutes, 6 seconds
“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.
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 is redesigning America’s most popular car, and the new F-150 pickup tells us where the truck industry is going. And Big Bank stocks are making big moves like they got the keys to Mom and Dad’s house for the weekend.
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Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Google’s new news app will completely change the business model for the news industry. And Slack just whipped up an actual email killer.
Talk with us about today’s episode on Listen App today at 2:30 pm PT. ListenApp.co.
Use VIP code “tboy”.
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6/26/2020 • 16 minutes, 44 seconds
“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with rival Beyond Meat. Gatik’s delivery obsession with “the middle mile” reveals how the shipping industry looks a lot like your golf game. And the recent surge in coronavirus cases highlights how COVID-19 data is economic data.
Financial News Curator: https://grnh.se/459f4b871us
Snacks Editor: https://grnh.se/b82c83271us
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6/25/2020 • 15 minutes, 5 seconds
“Sports-pocalypse 2K20” — EA Sports is in the game. Club Apple’s big day. TJ Maxx’s revenge shopping.
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. Since there are no real live sports happening, EA Sports is really “in the game” during COVID-19. And TJ Maxx is enjoying the “revenge shopping” vibes among Americans.
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6/24/2020 • 17 minutes, 26 seconds
“Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.
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 email forever, but first it’s taking on Apple and its infamous App Tax. And Canva is our “Unicorn of the Day” for hitting $6B while making you look sharp on social media.
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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 follow). Airport icon Clear knows you’re not traveling so it’s pulling off its biggest pivot in a decade. And Carmax now has competition from Vroom and Carvana, so we’re looking at differentiation strategies.
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6/22/2020 • 13 minutes, 42 seconds
“No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.
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 it’s loving how the slimmer menu strategy feels. And Carnival’s earnings reveal how it’s surviving in a corona-conomy “pause” for the cruise industry.
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6/19/2020 • 15 minutes, 24 seconds
“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.
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. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation it’s historically always crushed — we’re calling it UaaS (“Uber-as-a-Service”).
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6/18/2020 • 15 minutes, 40 seconds
“Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.
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. Apple wants to be both the referee and a player in its App Store, and the implications are huge for the great platforms of tech. And BP thinks its oil is worth $17.5B less than it last told us, so being honest about COVID’s impact on its biz.
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6/17/2020 • 17 minutes, 29 seconds
“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.
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 it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just whipped up “Project Lighthouse” to fix racism on its platform — We think the entire gig economy could use that.
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6/16/2020 • 18 minutes, 3 seconds
“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “Photoshop” as a verb, so it just launched a freaky new photo-filtering app. And travel stocks’ latest plummet has made them 2020’s case study in risk/reward.
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6/15/2020 • 16 minutes, 7 seconds
“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.
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 current puppy-palooza, but it’s more focused on its anti-Amazon tactic: customer service. And in 1 day we just saw 2 opposite approaches to doing biz in China — Zoom’s way (censor) and a scrappy podcast startup’s way (don’t-censor).
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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 by Uber, but now it’s ditching for a European lover. And not-quite-Unicorn-of-the-Day Wave snags $30M to make virtual concerts a thing you take seriously.
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6/11/2020 • 15 minutes, 54 seconds
“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.
While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial oppression. And put Millennials and Gen-Z aside for a sec — we just got data on what the little kids are watching (hint, we’re calling them Gen T now).
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6/10/2020 • 14 minutes, 38 seconds
“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech
Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re focused on how e-signatures are just the top of the fun funnel of its true business. And Wahed raised a fresh $25M to scale its shariah-compliant investing product, taking Islami-Fintech to 130 more countries.
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6/9/2020 • 17 minutes, 40 seconds
“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.
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 Volkwagen’s is showing what 21st century investment in infrastructure looks like. And the May Jobs Report pretty much shocked everyone who read it, so we jumped into the little black book of hiring/firing (congrats, dentists).
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6/8/2020 • 16 minutes, 43 seconds
Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.
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 trying to take on Tesla, but it’s really a cult stock right now. And American Airlines’ latest data encouraged investors big time, because they love forward-looking data.
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6/5/2020 • 19 minutes, 13 seconds
“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.
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 (shockingly) here to stay post-virus. And AMC theaters used a moment of honesty to admit it actually may not survive unless movies come back fast.
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6/4/2020 • 16 minutes, 51 seconds
“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkouts at Facebook reveal how unique the “Zuck-ocracy” governing style of the social network really is. And even though the travel industry is hit the hardest in the corona-conomy, Vacasa is our “Unicorn of the Day” for because it’s just the slightest bit different from Airbnb. $FB, $ADDYY, $TWTR
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6/3/2020 • 19 minutes, 24 seconds
“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.
Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private companies. Zynga just shockingly dropped $1.8B to make the biggest tech acquisition in Turkish history, so we’re looking at how Zynga saved itself in the past years. And Neou just raised money as the “Netflix of fitness,” but we’re thinking it needs a different model for the at-home workout megatrend world.
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6/2/2020 • 16 minutes, 3 seconds
“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.
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” is MasterClass, which just hit an $800M valuation, but the fundraise highlighted that virtual reality is missing its moment. And you’re probably not shocked that consumer spending dropped last month, but you should be shocked how much Americans are suddenly saving up.
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6/1/2020 • 18 minutes, 37 seconds
“Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.
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 political drama going on between Twitter and the president, but we’re focused on the business side: Why isn’t Twitter’s stock down like 20%? And sports betting apps like DraftKings are living their best life… even though there are no live sports. So we’re looking at how that is humanly possible.
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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’s latest move to share ad revenue with influencers is the first big Zucking of YouTube. And our “Unicorn of the Day” is Apeel, which hit a billion-dollar valuation (thanks to Oprah money) to be the anti-aging serum for your fruit bowl.
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5/28/2020 • 17 minutes, 41 seconds
“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.
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 news and sports podcasts because it wants to make “The Audio Wars” a thing. And stocks are up as the economy reopens, but this kinda feels like an “umbrella” situation.
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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 Dongle-gate from Apple — and it means you may have to splurge on AirPods. And HBO Max debuts tomorrow, so we’re looking at how the latest streaming species is more meal than bite.
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5/26/2020 • 18 minutes, 38 seconds
“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.
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 for our economic reopening. MakeSpace snagged $55M of VC funding to try to *not* be “the Uber for storage.” And we just finished the biggest week of retail earnings, so we whipped up a 7-question test to determine if companies are winning or losing in the corona-conomy.
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5/22/2020 • 18 minutes, 32 seconds
“Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M.
Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network Clubhouse launched this year and just hit a $100M valuation… with only 1,500 users. And Facebook’s newest product transforms instagram from digital magazine to digital department store (so who got Zuck’d this time?).
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5/21/2020 • 16 minutes, 12 seconds
“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
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 Spotify's gated garden). Walmart’s earnings reveal what happens when one business is made “essential” and its competition is deemed “non-essential.” Someone’s going to win the COVID-19 vaccine race — Moderna is the $30B biotech company whose good trial results just excited markets.
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5/20/2020 • 18 minutes, 20 seconds
“The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return.
Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s recession-proof. Startup-obsessed Softbank is the least profitable company in the world right now (cough, WeWork/Uber, cough), so it’s having a tech garage sale. And Detroit’s Big 3 carmakers have re-opened factories, so we’re looking at why that’s the most milestone-y moment of the corona-conomy (FYI, 3M Americans work in auto).
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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 playbook on how to reopen its restaurants post COVID-19. And remember Luckin Coffee’s $310M fraud last month? It’s pivoting its core biz because it’s more tech than latte.
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