The Best One Yet

The new trend in fees? The Flake Fee — From restaurants to salons to spin classes, more Americans are getting charged for canceling last second.We’re in the middle of Netflix is a Joke, the 12 day comedy fest in LA that’s streamed live on Netflix — Netflix is betting on a live streamed comedy fest,[...]

Disney just became the 1st US theme park to receive a restaurant Michelin star — Because Disney is turning into Vegas… and Vegas is turning into Disney. We call it “Blendertainment”.Duolingo stock just hit an all-time high because it’s using AI to converse with you in French — Duolingo is making AI an asset, not[...]

Bubble Tea stocks are IPO’ing minting boba tea billionaires — But bubble tea is actually the perfect case study on a financial bubble… The Bubble Tea Bubble.Apple just announced its worst earnings report we’ve ever seen — And we think we discovered its secret numbers on the Apple Vision Pro.Norway banned smartphones in schools and[...]

The Wing was supposed to be a model for feminist social clubs, built on activism, inclusion, and self-care. But instead, The Wing became a glaring example of toxic girlboss culture and workplace discrimination. On each episode of Wondery’s podcast The Big Flop, comedians join host Misha Brown to chronicle one of the biggest pop-culture fails[...]

Audible is reproducing all Harry Potter books into audiobooks (again), but this time with a full ensemble voice cast (hollywood style) — Because the buckets of media have spilled into each other.Barry’s Bootcamp is trying to sell itself for at least $700M — Because nothing drives cash flow like a cult.And T-Mobile has gone from[...]

Vaulted Deep is removing carbon by burying waste deep underground, and it’s stealing a trick from fracking — Yup, underground Poop could help us fight climate change. Airbnb just unveiled a new class of listings: “Icons”: You can stay at the X-Men Mansion or the house from Up — And Airbnb got the idea from Lego.And[...]

Bumble is ending its biggest differentiator now that guys can make the 1st move — But Bumble followed the scientific method of launching.Walmart just launched its own version of Costco’s Kirkland brand — “Bettergoods” is Walmart’s 1st new brand in 20 years and it’s all about the DINK.And Detroit was stuck in a brutal 70[...]

Viking River Cruises is about to IPO at a $10B valuation — It’s not just a pure-play cruise stock, it’s a pure-player Boomer stock.Blade isn’t just a private helicopter that takes you to the Hamptons anymore — Blade’s new business is organ transport, and it’s moved more kidneys than any business ever.And the Non-Compete Agreement[...]

We won the Webby Award for “Best Business Podcast”! And we can’t thank you enough. 🎊Tractor Supply, the publicly-traded farm store, sells live chickens and is enjoying a record high stock price — And it’s winning because Millennials are migrating from the city to the country (still).Google and Microsoft are $2 trillion and $3 trillion[...]

We brought up a surprise guest for our Live TBOY show in NYC: Marc Lore, the founder of the most iconic ecommerce brands of all time — and the most energetic entrepreneur we’ve ever met…Marc sold Diapers.com to Amazon for $550M, he sold Jet.com to Walmart for $3.3B, he owns an NBA team, he’s building[...]

Live… from New York… it’s The Best One Yet!We performed a live podcast in front of a live studio audience of 400 Besties and Yetis in New York City. So today’s episode has some extra razzle dazzle and sprinkle dinkle… Watch it on Youtube!For our 1st story, Tesla’s worst earnings report ever — But we[...]

The miracle weight loss drugs (Ozempic, Wegovy, etc) appear to have a shocking side-effect: Increased fertility in women — Ozempic may be accidentally causing a little Baby Boom.Apple is reportedly in talks to buy the exclusive global streaming rights to the new FIFA soccer tournament —  It’s the Super World Cup of Soccer Clubs… only[...]

Nike’s stock has fallen by nearly half since 2021 and we found 3 reasons why — One is that Nike failed to learn a valuable lesson from The Beatles.Volkswagen’s factory in Chattanooga Tennessee just became the first non-Detroit car company to form a workers union — But this story isn’t just about VW, it’s about[...]

Amazon’s newest business is actually a secret spy business — And Amazon used it to infiltrate Walmart and other competitors.Korea’s K-Pop bands don’t just play songs, they play stocks — The Big 4 Korean music groups are publicly-traded on Wall Street because K-Pop’s biz is popping.Meta just put an AI Chatbot into the searchbar of[...]

It’s finally here… Bitcoin’s biggest day in 4 years: “The Halvening.”So we whipped up a special episode to explain what the Halvening is: 3 stories from the past 4 years that illustrate the promise, potential, and pitfalls of Bitcoin. We look at1. Bitcoin as cash money2. Bitcoin as borderless international currency3. Bitcoin as investable assetBy[...]

✅ Vote for TBOY to win “Best Business Podcast” at the Webby Awards: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessJune 13th will be Elon Musk’s most awkward day ever — Tesla Shareholders are voting “yes” or “no” on whether Elon should get a $56 Billion paycheck.The wildest new product in the grocery store is “Designer Fruit” — Turns out, sticking a[...]

✅ Vote for TBOY to win “Best Business Podcast” at the Webby Awards.https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessLimitless (backed by Andreessen Horowitz) just launched a $99 AI pin that records your conversations and transcribes them into notes for you — So we’re looking at a world where everything you say, do, and hear is recorded… and how to prepare.Ghost Kitchens[...]

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessDave Ramsey has created a $200M fortune by giving out financial advice on the radio, but now he’s facing a backlash — So we’ll share our #1 rule for personal finance.Scrabble just unveiled “Scrabble Together”, which is less competitive, more for fun —[...]

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessAllbirds just got Wall Street’s worst warning: “Get your stock price above $1 or get delisted from Nasdaq” — So we’re looking at the great de-horning of our generation’s favorite unicorns.JPMorgan’s earnings report is our window into your wallet — And that signal[...]

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessMore Americans than ever are ordering their coffee decaf — Decaffeinated coffee is booming because consumers want drugs without the drugs.Amazon just said in the annual shareholder letter that the number of Prime Video watchers is 200M as the stock hit an all-time[...]

Japan’s next-gen bullet train uses “magnetic levitation” to coast 4 inches above the track at 300 mph — Japan’s train megaproject reminds us of America’s Fusion Energy project.Starting this week, internet companies must display “nutritional facts” for the cost and performance of their internet — The same nutrition labels from your Doritos are about to[...]

TBOY Hotline Episode 2 is coming… Email us your question at nickandjack@tboypod.com — your business Besties gotcha back. (Subject line: “TBOY HOTLINE”) Dude Perfect, the sports stunt influencers, already have a smoothie line, a streaming show, board games, and a theme park — And they just got $100M in Private Equity funding to become the next[...]

The number of 24-Hour Restaurants is down 18% since the pandemic — Zillennials no/low-alcohol Dry Wave has ripple effects that are taking down the 24/7 diner.Samsung and TSMC are investing $109B into Texas and Arizona to build Made in the USA computer chips — Nothing gets an economy going like an arms race. Google and Uber[...]

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessThe #2-most streamed TV show in America? It’s “Bluey”, the Australian cartoon about a lovely dog family — The franchise is now worth $2B because the media industry because kids content is the most valuable content in streaming.Sweetgreen’s stock has surged 130% so[...]

✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessApple reportedly just found its “next big thing”: A mobile robot for the home — Apple’s next iPhone could be iR2D2.Larry David’s Curb Your Enthusiasm ends this Sunday with the final episode (whether Susie likes it or not) — So we whipped up[...]

Disney’s Shareholder Day included an epic vote to determine the future of the company — CEO Bob Iger prevailed, but the activist investor won too. Billie Eilish, Nikki Minaj, Pearl Jam, and 200 other artists wrote an open letter asking tech platforms to cease using AI to steal their work — But can the tech genie[...]

Vote for TBOY to win the Webby Awards: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessGen Z’s newest passion isn’t TikTok, it’s plumbing and other skilled trade jobs — Gen Z is leading a blue collar job surge, because AI can’t fix a clogged toilet.Google just admitting that Chrome’s “Incognito Mode” for searching the web privately actually isn’t private at all —[...]

California now has the highest minimum wage law in the country at $20/hour for fast food workers — We call it “The McPayDay”, and it’s a test of the economic concept: “Bottom-Up Economics.”Netflix Co-Founder Reed Hastings acquired Powder Mountain, a ski resort in Utah — It will be part private club, part open to the[...]

Looking for your Portfolio Life Partner? Sign up for TBOY Dating here:https://tinyurl.com/tboydatingThe total solar eclipse hits the US one week from today on April 8th — So we're looking at the financial impact on the Eclipse Boomtowns, from Texas to Maine. Japan’s largest diaper brand just made a shocking move: Switching from baby diapers to adult[...]

Yetis, this our last  pod of the week because markets are closed for Good Friday.Robinhood stock has doubled in the past year, now it’s got a (golden) credit credit — Here’s the business model: While the rest of finance double dips, Robinhood single dips.Flamin’ Hot Cheetos are the most controversial food in America, so owner[...]

Florida just banned social media for kids under 14 — Social Media has become the cigarette of the 21st century.Krispy Kreme stock surged 30% on word McDonald’s will sell their donuts in all 13 thousand US locations — Krispy is borrowing the same strategy as Target.And BlackRock’s Larry Fink just raised alarms about Americans and[...]

Mosquitos cause 700,000 deaths per year. They’re also just a pain. So startups are rushing to solve the bug bite problem — Because climate change is now an industry. And it’s bigger than you thinkSpotify launched a TikTok-style vertical feed to discover podcasts — Next they should expand it to music. Take back what tiktok[...]

Former president Donald Trump’s Truth Social is now a publicly traded stock — The former president turned the stock market into his GoFundMe. Loyal is developing a drug that may extend the life of a dog by a year — Because every generation brands health in its own image (first “dieting”, then “wellness”, now “life extension”).And[...]

Reddit, the front page of the internet, just delivered the biggest IPO of the year, and the stock rose 48% on the first day — But Reddit’s community giveth, they can also taketh away.Apple just became the final Big Tech company to get sued by the US government — It’s not being sued for iPhone[...]

The EPA just set new rules that effectively require car companies to go 50% electric by 2030 — But the surprise winner of the electric car EV boom is tires. Stanley’s 40 ounce tumblers are viral with women, but now the company wants to expand to men — Ironic, because for 100 years Stanley only sold[...]

Unilever is spinning off its $9B ice cream biz into a separate company, they’re unwinding Ben & Jerry’s 24 years after they acquired it — We’re looking at how Ben & Jerry managed to get rich and stay king.The biggest YouTuber on earth, MrBeast, is partnering with Amazon for the biggest game show on earth[...]

🎟️ 10 tickets left to TBOY Live NYC on sale here 🗽: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0iCocoa prices rose another 25% last week to an all-time high — Wall Street noticed, because chocolate stocks now trade like luxury brands.Apple may be killing off Siri to put Google’s AI in your iPhone — If they do, it’s a lesson Apple[...]

The Senate is expected to vote on forcing TikTok to sell itself… or get banned — So we’re asking: Who should buy TikTok?Dick’s Sporting Goods stock is at an all time high thanks to their “House of Sports” megastores — We think Dick’s should add free agent Under Armour to its roster.And the hot new[...]

A new monthly-ish Q&A series from The Best One Yet podcast where Nick & Jack answer your voicemails. So sit down (literally) with the voice of pop-business — The ex-Wall Streeters (now besties) answer your questions on investing, on entrepreneurship, work, podcasting, life, and even restaurant recs. Guac is always extra, but this business advice isn’t. Description: Traits[...]

🎟️ TBOY Live NYC Tickets on sale now here 🗽: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0iTrader Joe’s $2.99 tote bag has gone viral and we think it’s a manufactured sellout — But the real entrepreneurial lesson here? Learn to love the line.Palantir, the mysterious $55B tech company, just pulled a Tony Stark — But the stock has tripled in the[...]

Airbnb’s banned indoor security cameras from airbnbs worldwide (good for guests, bad for creeps) — But it reveals the Platform Paradox: It’s hard to make both guests and hosts happy.LEGO only announces earnings once per year — Turns out 2023 was the worst year for toys in 15 years, so LEGO is leaning on Harry[...]

🗽TBOY Live NYC 🍎— Tickets on sale Thursdays here: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0iIt’s the 4th birthday of Covid, so we’re looking at all the way’s the economy’s changed — Cruises are up, Zoom is down, and you live 2x as far from work.Just before Panera does another IPO (Initial Public Offering), the sandwich chain is loosening their food[...]

There is 1 product that has defied inflation more than any other: The Banana — Bananas have remained the most affordable fruit in America for 3 reasons, and 1 of them is turning brown (literally).TikTok’s worst week ever: Congress is voting on whether to force TikTok to split from China — But the surprise on[...]

Since we all lose an hour of sleep during Daylight Savings this weekend, we whipped up a special podcast to help you fall asleep: We read the first shareholder letter from Amazon’s 1997 annual report. Of all the corporate reports out there, this one is fascinating — Jeff Bezos illustrates the master plan that he[...]

JKBX is letting retail investors own a piece of their favorite songs, like Beyonce’s “Halo” — Because the SEC just approved Wall Street’s publicly-traded jukebox.Rivian just unveiled a compact electric SUV, the R2, and surprised us with the R3 and R3X as well  — Because the future of electric cars depends on creating “The DINK-Mobile.”And[...]

Elon Musk and Sam Altman were once the low-key bromance of tech — But now they’re in a brutal legal fight over OpenAI and the future of artificial intelligence.Foot Locker’s in love with Nike: 60% of its sales are of things with a swoosh – But Foot Locker’s stock fell 30% yesterday because Nike’s just[...]

Dune: Part 2 just brought in $182M at the box office on opening weekend, but the winner was IMAX — Because regular theaters are in trouble, premium theaters ain’t.Whole Foods Market its 1st ever Bodega — Because the idea can be right even if the execution is wrong.And while tech companies continue layoffs, 1 company[...]

CEOs of Meta, Disney, and Microsoft attended the wedding of Asia’s richest family: The Ambani’s — Behind it all is Reliance Industries, India’s biggest company.Apple was just fined $2B by the European Union for anti-competitive drama with Spotify — The shocker? The App Store in question is the only part of Apple that’s growing.And Iowa’s[...]

From the backseat of a Waymo self-driving cab in San Francisco, we’ll make you an expert on the entire self-driving car industry. As our robot drives us around the City with mics in-hand, we cover the past, present, and future of robotaxis — and the technology, the business model, and the shockingly vast impact. From[...]

Subscribe at tboypod.com/newsletter to get The Best Newsletter Yet.Jeff Bezos, Microsoft, Nvidia, and OpenAI all just invested in FigureAI, whose humanoid robots can do manual labor — The key isn’t the human-like bodies, it’s the AI brains.Following its worst year ever, Budweiser managed to avoid a worker strike — And it reveals one of our[...]

Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop.Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do.And Teledoc, the owner of BetterHelp, just announced bummer[...]

Inspired by Uber, Wendy’s is adding digital billboards to all locations by 2025 so it can bring Surge Pricing to fast food — How much does a burger cost? Depends on the time of day.Kroger and Albertsons were about to merge in the biggest deal in grocery history, but the government just sued to block[...]

Ikea’s got its own malls now, and is adding a branded coworking space to them — Ikea just launched a rival to WeWork because coworking isn’t a product, it’s a feature.The #3 coffee chain in America? It’s Dutch Bros — The Broistas at Dutch Bros are catching up to Starbucks by obsessing over the drive-thru.And[...]

5 countries have landed on the moon, now 1 company has: Intuitive Machines — Nasa was barely involved, because sometimes to grow, you have to let go. Pork demand is down in America for the last 20 years, because Chicken is taking over — The real problem? “The Other White Meat” marketing campaign.Reddit was one of[...]

Need advice? Got a question? Write-in to get it featured on our new podcast series: “TBOY Hotline” — Email: nickandjack@tboypod.com Subject line: TBOY Hotline. We just got the results on the biggest 4-day workweek experiment ever… the results were huge — But the biggest challenge to the 4-day workweek is the same as your Middle School[...]

American Airlines increased their checked bag fee by 33%, but economics shows they should do the opposite — Airlines should kill overhead compartments… kill the carryon.Liquid Death is selling the space on their boxes as an ad to Coinbase – It’s a “tiny billboard” and it’s the dumbest idea you can think of (and that’s[...]

Capital One is acquiring Discover Card for $35B, the biggest acquisition of the year — Because credit cards are still a fashion accessory.Wawa, the Philadelphia-based convenience store, is expanding nationwide — But Wawa’s secret to success isn’t the hoagies, it’s the bathrooms.And OpenAI launched Sora, their text-to-video AI product that creates Hollywood-style video in seconds[...]

Girl Scout Cookies are on pace for their first ever billion-dollar year — So we’re breaking down the economics of every box of Samoas.Robinhood just announced a profit and the stock has surged 60% since November — Because Venture Capitalists reward risk, but Wall Street rewards boring.And Greece found a clever way to capitalize on[...]

The Prenup Pop: The hot new wedding trend among Millennials is Prenuptial Agreements — Prenups are up 15%, so it’s time to redefine the Prenup.Tinder’s earnings revealed that despite inflation, we’re paying for premium dating app features — Because the most important investment of your life? It’s your life partner.McDonald’s removed salads from its menu,[...]

There’s record low snow, but Vail Resorts is still enjoying record high revenue — And it’s all thanks to a pricing strategy from Heidi Klum: “You’re either in or you’re out.”Lyft’s just made the most expensive typo ever — The stock surged 67% on a $3B typo, so we jumped into the history of Wall[...]

Daters are choosing Linkedin over Tinder and other dating apps — Because historically, Americans have found their future spouse at work.During the Super Bowl, Beyonce announced her new album Act II, dropping March 29th, and her musical pivot to country — Because country music is now a growth industry.And Australia is passing a law on[...]

Sony just made the biggest purchase in music history, Michael Jackson’s music collection for $1.2B — Because they separated the art from the artist.The Super Bowl winner wasn’t Kansas City, it was Dunkin’ Donuts — Because Super Bowl commercials aren’t 30 seconds long, they’re 30 days.And over the weekend, one of Google’s self-driving Waymo robotaxis[...]

Fortnite, the world’s biggest video game, just got a whopping $1.5B investment from Disney — Because when it comes to innovation, evolution is easier than creation.Build-A-Bear newest teddy bears are laughably for 18+ — It shows the power of the “Velvet Rope Effect.”And America’s newest bestie? It’s Mexico — China has been replaced by Mexico[...]

The stadium hosting the Super Bowl has 1,400 toilets and urinals — But those drains aren’t for your bladder, they’re for your wallet.McDonald’s CEO was forced to address the viral $18 Big Mac combo meal — That $18 Big Mac is both an economic story… and a psychology story.And the stock of Arm computer chips[...]

With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs)Chipotle stock reached an all-time-high and is worth more than Mercedes, Marriott, or PayPal — but it’s all thanks to Chipotle’s hero metric: The[...]

The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir).WeWork’s ex Adam Neumann just tried to buy-back WeWork — He’s either pulling a Steve Jobs… or he’s pulling a Fyre Fest.And FTX is shockingly[...]

Nerds’ candy sales have surged 10x to become the  #1 top selling sugar candy in America — So we’re explaining why Nerds is doing its 1st Super Bowl ad.The Las Vegas Sphere just shared its first full quarter of earnings… and actually had a profit — Because The Sphere is the nuclear power plant of[...]

What’s that model wearing? Uggs. The sheepskin boot brand’s sales have surged to an all-time high — Because nostalgia follows a 20-year life cycle.It’s Facebook’s 20th birthday and Zuck’s baby just had its best week ever — Meta stock is up 5x in the last 14 months because of Meta’s metamorphosis: From people to profit.And[...]

Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics… because this deal comes down to pennies.Apple’s biggest product launch since the iPhone happens today: The $3,500 Vision Pro headsets — When it comes[...]

Zum just hit a $1.3B valuation for reinventing the school bus: Electric and smart — but since kids are involved, they’re facing some speed bumps.23&Me pioneered the home DNA test, but now they’re close to bankruptcy — because of the “The Macarena Problem”: One-hit-wonder”And the largest stock fund in the world? It’s Norway — Norway’s[...]

Dry January is drier than ever, but the real winner is the Cannabis industry — Marijuana sales surged this month because it’s actually “Canuary.”Google and Microsoft just announced record profits, but they also announced more and more layoffs — Because a dollar saved is easier than a dollar earned.And the comedy podcast SmartLess just landed a[...]

What’s powering LVMH, the largest luxury company on earth? It’s Sephora (LVMH’s favorite child) — Because great luxury builds ladders.FanDuel just started trading on the New York Stock Exchange with a $200 promo code if you download — So we’re looking at sports bettings biggest bet (yet).Roomba-maker iRobot was supposed to be acquired by Amazon,[...]

The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.”IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, and why prestige ≠ profits.There’s a fascinating chain you’ve never heard of[...]

Dolly Parton just launched a new album, a new food brand, and celebrated a 78th birthday — So we jumped in TBOYstyle to the $600M conglomerate of DollyWood.Wall Street just hit a record high and everyone’s crediting “The Magnificent 7” stocks — But we think it’s really “The Super 6”... because 1 should be out.And[...]

Apple’s car *might* arrive by 2028, and it won’t be self-driving — The biggest cost to this project isn’t time, money, or work… it’s opportunity.Puma stock fell 10% yesterday because Argentina devalued their currency — We’ll show you how currency devaluations are great for 1 thing, horrible for everything else. And Amazon Prime video is reportedly[...]

TurboTax was just banned from using the word “free” — but that word is how TurboTax won 71% of the tax prep market.Netflix just dropped $5B to live-stream World Wrestling Entertainment — And we think Netflix’s next target should be the NBA.Starbucks just announced its first ever North American Barista Championships — Call them the Goodwill[...]

The world has a new #1 airplane company: Airbus — Airbus’s market value just passed Boeing for the 1st time ever. We want to talk about their 12-year waitlist.The Rubik’s Cube toy that’s messed with your minds is surging right now — It sells $75M/year by defying the screen.And xAI, Elon’s chatbot company, is reportedly[...]

Haribo is the biggest confectionery company on earth and it just gave us a rare update — The key to Harbibo’s success? It doesn’t change.While most car industry stocks are dropping, Toyota’s is near its all-time high — Because it made a winning bet 25 years ago: hybrids.And 3 of the biggest newspapers in the[...]

Apple Vision Pro goes on sale today for the price of a used car ($3,500) — But Apple’s competitive advantage is its test drive.There have been 7,785 tech layoffs already in 2024, but 1 went viral on TikTok — Employees are now filming their firings because firings should never be a surprise.Kraft’s American Cheese Singles[...]

NextLife just raised VC money to launch Plan A - a new birth control… for men — We think there’s just as much innovation in the name of the drug as the drug itself.Whatsapp is the fastest growing messaging app in America thanks as it unites iMessage and Android — And social media is being[...]

“Mean Girls” and “Anyone But You” are the top movies at the box office right now — Because RomComs are replacing superhero movies as the top investment in hollywood.With 80% of America experiencing sub-zero temperatures, we found the #1 snowblower stock — We’re breaking down Toro’s $10B of snow plows.And this week saw internet history[...]

American renters spend a record 30% of their paychecks on average on rent — But we’ll tell you how Minneapolis became a renters’ heaven.Royal Caribbean just received the biggest cruise ship ever: It’s 5x the size of the Titanic — So we’re looking at the Cruisenomics of how (and when) it actually makes money.And Nick[...]

Bitcoin reached a 2-year high as the first ever crypto ETFs began trading on Wall Street — So we’ll tell you what positives and negatives of Bitcoin’s Bit Mitzvah (mazel).The top-selling liquor in America right now? It’s not Jack Danliels or Tito’s, it’s High Noon — We’ll tell you how the canned tequila cocktail reached[...]

The top-trending New Year’s resolution is #NoSpendJanuary — And it reveals the power of the Finfluencer (= “Financial” + Influencer”).Instacart’s smart cart will now convince you upsell you to buy ice cream — Because the game of groceries is still a physical sport.And Mister Car Wash became the largest car wash chain in America with[...]

Stanley’s Starbucks collab at Target caused a riot, selling out instantly — And inside that 40-ounce metal mug is a lesson on how status symbols: Exclusivity beats price.The most inventive company in America? It’s… Qualcomm — This $150B company whipped up 3,854 patents last year, and we’ll tell you why. And Instagram just made its most[...]

The #1 performing stock of 2023 was Abercrombie & Fitch — And it’s all thanks to women and “The Mullet Strategy.”Over the weekend, a door fell blew off a Boeing airplane mid-flight — Boeing stock just fell 7% and we’re looking at how catastrophes change company culture.And after 27 years, Nike and Tiger Woods are[...]

#1. Robinhood should merge… with X — Democratize Finance For All with the first true super app.#2. Trader Joe’s should launch a streaming service: TJTV — Because every company is now a media company.#3. Taylor Swift should launch her own ticketing service — “SwifTix” is the best option to take down the TicketMaster monopoly. And[...]

For the first time in 30 years, your keyboard is getting a new key — Microsoft is adding an AI key (but it’s really an AI ad).Peloton stock jumped 15% on its new partnership with TikTok — Prepare for Crissy Tiegen to lead your next yoga class… from Peloton… on TikTok.And Walgreens is cutting its[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

 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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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?[...]

**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[...]

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[...]

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[...]

Tickets for tonight’s TBOY Live Show in San Francisco: https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147?aff=oddtdtcreatorThe 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[...]

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[...]

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[...]

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?[...]

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[...]

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[...]

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[...]

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:[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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%[...]

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[...]

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[...]

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[...]

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 —[...]

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…[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 —[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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?[...]

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[...]

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[...]

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[...]

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[...]

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. -[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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”[...]

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[...]

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[...]

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[...]

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[...]

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 —[...]

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[...]

Sign up at news.tboypod.com for The Best Newsletter Yet 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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

“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[...]

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[...]

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[...]

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,[...]

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[...]

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[...]

“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,[...]

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[...]

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[...]

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[...]

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. $META $COST[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 —[...]

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[...]

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[...]

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 Want merch, a[...]

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[...]

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[...]

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,[...]

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[...]

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 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[...]

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[...]

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[...]

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[...]

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[...]

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 Our[...]

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[...]

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[...]

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[...]

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.” Want merch, a shoutout,[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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. Vote for[...]

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[...]

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:[...]

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[...]

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[...]

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[...]

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[...]

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 Want merch, a shoutout, or[...]

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[...]

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:[...]

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[...]

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[...]

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[...]

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.[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Follow The Best One Yet[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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…[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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.” Take this week’s TBOY Quiz: https://go.tboypod.com $PEP $CRM $ETSY Follow[...]

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 Follow The Best One[...]

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[...]

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[...]

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[...]

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. Take this[...]

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[...]

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[...]

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[...]

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

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[...]

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.[...]

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 Follow The Best[...]

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 Follow The Best One[...]

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

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[...]

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[...]

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[...]

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 Follow The Best[...]

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[...]

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[...]

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 Follow The Best One[...]

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[...]

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[...]

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[...]

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 Follow The Best[...]

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[...]

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[...]

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[...]

This week’s TBOY Quiz: https://go.tboypod.com 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. [...]

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[...]

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[...]

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 Follow The[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Follow The Best[...]

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[...]

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[...]

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,[...]

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[...]

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[...]

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.[...]

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[...]

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:[...]

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 Follow The Best One Yet[...]

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[...]

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 Follow The Best One Yet[...]

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[...]

Apply for TBOY Social Media Manager: https://tally.so/r/3yX9Og 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,[...]

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 Follow The[...]

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[...]

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[...]

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[...]

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[...]

Apply to be Social Media Manager for The Best One Yet podcast: https://tally.so/r/3yX9Og 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[...]

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[...]

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[...]

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 Follow[...]

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[...]

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[...]

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[...]

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 Follow The Best[...]

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 Follow The Best[...]

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 Follow The[...]

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[...]

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 Follow[...]

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[...]

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[...]

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[...]

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 Follow The Best One Yet[...]

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 Follow The Best One Yet on Instagram,[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Follow[...]

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 Follow The[...]

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 Follow The Best One Yet on Instagram, Twitter,[...]

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[...]

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[...]

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 Follow The Best One Yet on[...]

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[...]

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[...]

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[...]

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[...]

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 Follow The Best One Yet on[...]

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[...]

Our TBOY audience survey: https://u0d3uxj78l0.typeform.com/tboypod 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[...]

Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypod 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[...]

Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypod 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[...]

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[...]

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[...]

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 Follow[...]

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[...]

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[...]

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.[...]

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 Follow The Best One Yet[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Follow[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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…[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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. [...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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.”[...]

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[...]

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,[...]

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 [...]

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…[...]

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.[...]

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[...]

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[...]

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[...]

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.[...]

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 Follow[...]

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 Follow us[...]

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[...]

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[...]

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 Follow[...]

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[...]

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[...]

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[...]

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 Follow us[...]

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[...]

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 Follow[...]

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[...]

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.[...]

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[...]

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[...]

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 Follow us on Instagram, Twitter, and[...]

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[...]

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[...]

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 Follow us on[...]

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 Follow us on[...]

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[...]

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.[...]

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 Follow us[...]

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[...]

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. [...]

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[...]

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 Follow us on Instagram, Twitter, and Tiktok:[...]

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[...]

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[...]

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[...]

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[...]

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,[...]

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[...]

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[...]

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[...]

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[...]

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 Follow us[...]

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 Follow us on Instagram, Twitter, and Tiktok: @tboypod And now[...]

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.[...]

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[...]

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[...]

See you then, right here (spoiler: It’s gonna be The Best One Yet). ID: 2161663 Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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[...]

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[...]

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[...]

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[...]

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).[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got[...]

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[...]

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 Got a SnackFact?[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on[...]

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[...]

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[...]

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[...]

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.[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact?[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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  Got a SnackFact? Tweet[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact?[...]

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 Got a[...]

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,[...]

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[...]

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[...]

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[...]

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[...]

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 Got[...]

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[...]

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[...]

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[...]

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” —[...]

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) Learn more[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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[...]

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[...]

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 Got a SnackFact?[...]

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[...]

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  Got a[...]

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 Got a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer[...]

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[...]

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 Got[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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[...]

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 Got[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want[...]

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 Got[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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.[...]

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[...]

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[...]

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[...]

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.[...]

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[...]

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.[...]

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[...]

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 Got a SnackFact? Tweet[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want[...]

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 Got[...]

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[...]

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[...]

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 Got[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on[...]

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.[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on[...]

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[...]

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[...]

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 Got a[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the[...]

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 Got a[...]

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).[...]

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[...]

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.[...]

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 Got a SnackFact? Tweet it[...]

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[...]

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,[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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 Got a SnackFact?[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it[...]

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 Got[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod?[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form:[...]

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 Got a SnackFact? Tweet it[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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[...]

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 Got a[...]

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?[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it[...]

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 Got a[...]

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[...]

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[...]

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[...]

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,[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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 Got[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on[...]

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 Got a[...]

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.[...]

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[...]

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  Got a[...]

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,[...]

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 Got a[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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 Got a[...]

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 Got a SnackFact? Tweet it[...]

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  Want a shoutout on the[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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 Got[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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,”[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer[...]

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.[...]

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.[...]

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[...]

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.[...]

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 Got a[...]

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  Got a SnackFact? Tweet it[...]

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[...]

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[...]

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[...]

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[...]

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  Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill[...]

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 Got a SnackFact?[...]

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 Got a[...]

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 Got a[...]

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[...]

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 Got a SnackFact? Tweet[...]

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).[...]

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[...]

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 Got a SnackFact? Tweet it[...]

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[...]

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[...]

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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[...]

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  Got a SnackFact? Tweet[...]

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 Got a SnackFact?[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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[...]

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[...]

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 Got a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer[...]

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[...]

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[...]

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 Got a SnackFact?[...]

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 Got a[...]

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  Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork  Want a shoutout on the pod? Fill out[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod?[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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 Got[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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 Got a[...]

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 Got a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer[...]

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[...]

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/ Got a SnackFact? Tweet it[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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  Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Send[...]

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[...]

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 Send us your Black History Month Snackfact here:[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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[...]

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 Got[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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 Got a SnackFact? Tweet[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod?[...]

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.[...]

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[...]

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[...]

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 Got a SnackFact?[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want[...]

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[...]

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[...]

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[...]

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[...]

Snacks Digested: We whipped up the 3 top trends from the last year. Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A special podcast: We whipped up ours and your 3 favorite stories from the last year. Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want[...]

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 Got[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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 Got a SnackFact?[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack[...]

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[...]

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 Got[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a[...]

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. Learn more about your ad choices. Visit[...]

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[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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,[...]

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,[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want[...]

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[...]

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 Got a[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out[...]

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[...]

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:[...]

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 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 Got a SnackFact? Tweet it[...]

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[...]

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.[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on[...]

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 Got[...]

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 Got a[...]

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 Got a SnackFact? Tweet[...]

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[...]

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[...]

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 Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod?[...]

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[...]

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[...]

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[...]

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.[...]

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 Got a SnackFact?[...]

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[...]

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[...]

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[...]

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 Want a[...]

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[...]

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 Want a shoutout on[...]

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[...]

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 Want a shoutout on the pod? We got the form for Snackers to fill[...]

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 Want a shoutout on the pod? We got the[...]

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 Want a shoutout on[...]

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[...]

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[...]

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[...]

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,[...]

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[...]

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[...]

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[...]

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.[...]

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[...]

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[...]

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[...]

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 Want a[...]

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  Want a shoutout on the pod? We got[...]

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[...]

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[...]

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[...]

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. Learn more about your[...]

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[...]

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. Learn more about your ad choices.[...]

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[...]

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). Learn more[...]

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy[...]

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[...]

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[...]

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[...]

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. Learn more about your ad choices. Visit[...]

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[...]

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. Learn more[...]

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[...]

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[...]

$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. Learn more about your ad choices.[...]

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. Learn more[...]

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[...]

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[...]

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.[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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. Learn[...]

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[...]

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[...]

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices[...]

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[...]

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[...]

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 —[...]

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[...]

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[...]

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. Learn more about your ad choices.[...]

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[...]

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[...]

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[...]

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[...]

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. Learn more about your ad[...]

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[...]

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[...]

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[...]

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…[...]

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[...]

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[...]

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[...]

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[...]

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?). Learn more[...]

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[...]

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[...]

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. Learn more about[...]

Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasn’t been. And Sleeper is the “not-quite-Unicorn of the Day” after raising $20M from Andreessen Horowitz to finally fix fantasy sports. Learn more about your ad choices.[...]

Google’s secret Loon project just graduated to deliver wifi via balloon globally (and we’re thinking it’s a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of all the delivery apps — it’s all about pizza-nomics (the unique economic principles of pizza joints). And while the world is straight-up WFH right now (Work[...]

New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our “Unicorn of the Day” as it plans to IPO its online car sales (aka ecomm cars). Learn more about your[...]

After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon threatened to move his car company outta Silicon Valley, so we’re looking at Tesla vs. The State of California. And a tabloid with PFWTM (people familiar with the matter) reported that Amazon may be interested[...]

Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal how Tinder has fallen behind, but it’s trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing what’s happening in the actual economy with what’s happening on[...]

Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and it’s about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but it’s struggling to develop more games[...]

Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meat’s goods are so expensive, it just made a profit — but probably shouldn’t have. And we’re looking at Pinterest shares, which plummeted 12% because investors are wondering when your escapism pinning will make them some money. Learn more[...]

Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the industry’s Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last[...]

Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but we’re not blaming the corona-conomy. And Quibi’s facing a legal drama that they could probably turn into a Quibi show. Learn[...]

Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret was supposed to be acquired by a private equity firm this week, and it’s all coming down to one dramatic line in legalese. And Clorox’s earnings report didn’t shock us — but its implications on[...]

Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because software’s not eating the world, apps are. Learn more about your ad choices. Visit[...]

We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Pictures’ “Trolls 2” would change movie math, the[...]

Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasn’t just adorable — its direct-to-streaming pivot may change[...]

All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen decided to reopen the world’s biggest car factory, but it’s got a chicken/egg problem. And Nestle’s earnings reveal more about pets than they do about humans — an accelerated trend. Learn more about your ad[...]

If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, ‘what the heck, let’s go public’ — even though[...]

Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is facing in a corona-conomy. And Gilead’s COVID-19 treatment just had disappointing results from a leaked report[...]

Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a triple-whammy of accelerating trends. And while the restaurant industry is hit hard, Chipotle’s CEO made moves that popped the stock 12% Wednesday.[...]

Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads dry up — we have two ideas for how it can be saved. And DuPont is the oldest company[...]

We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college — and it just plummeted 200% in one day to cost less than your lunch (spoiler: Negative prices may become a thing). And gaming is[...]

The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after showing off all its cash, though Thanksgiving is its expiration date. And markets surged Friday on word drugmaker Gilead has a COVID-19 treatment that[...]

While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can stay focused on being a “one and only” business. Amazon’s new strategy is all about reversing its old one — it wants you buying less. And BlackRock’s profit puppy takes a really tiny fee on an enormous[...]

Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means you’ll own part of Delta, United, JetBlue, and the whole flying gang. And our “Maybe Unicorn of the Day” is Aaptiv, which claims to be “the Netflix of Fitness,”[...]

Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime love, but Roku’s latest numbers prove it’s truly the platform of the people. And startup Thrasio just hit a $750M valuation in less than 2 years by hunting down and eating[...]

In the world of fast food, Dunkin’ is 100% focused on a franchise business model — a strength and a weakness in specific economic moments. Rivals Google and Apple are shockingly working together on a new project to end COVID-19 by looking how close you are (literally) to the virus. And we’re seeing how states[...]

We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of streaming. Oil prices surged on a Saudi/Russia kumbaya moment, but it highlights how little control Exxon has over its profits. And Google’s drone delivery startup, Wing, just saw usage double because it’s doing what it[...]

Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need their suitcases), but the extent of benefits and way they announced it reveal a major change in HR strategy. Airbnb is raising $1B debt and Slack's raising $750M to get through the corona-conomy, but the 2 different paths reflect[...]

Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy. The Olive Garden revealed shockingly big sales declines (and 1 huge sales increase), but we think its future is in emulating clothing retail with omnichannel sales. Lear probably made the seat in whatever car you’re driving in —[...]

Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking at the smart money’s moves. Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the powerful slide #12 in its earnings deck. And we’re comparing JP Morgan CEO Jamie Dimon’s experience[...]

WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business model is a public health risk. The surge in video game demand from companies like Sony in the corona-conomy actually marks an evolution in the term “social media.” And Google’s latest Big[...]

China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. YouTube pulls a Facebook-on-Snapchat and copies TikTok because it wants mobile video. And Marlboro-owner Altria is being told by the government it should reverse that whole Juul investment it made — because it was really[...]

Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break — We’ll be whipping up our 3 mega takeaways on the corona-conomy. On today’s pod… Carnival Cruises was already facing a no-one-is-cruising-right-now moment — but now its Panama corporate citizenship is messing with its desperate bailout[...]

We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the most popular free app in the world, but now it’s facing its 1st major privacy investigation. And our “Unicorn of the Day” is ride-share under-puppy Via — it just raised $200M for AI-powered busses in[...]

Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came via push notification. Cal-Maine is the largest egg producer in the country and it’s having a moment right now (eggs are essentially essential). And Johnson & Johnson shares jumped 8% on word[...]

It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup “Fast” raised a new round of financing from Stripe to solve online shopping cart anxiety, but its real power is as a Big Tech[...]

Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers — 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out of 99% of the cities it scoots around in, but a new fundraise could drop its valuation by 80%. And you’d think Target is[...]

Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into a spreadsheet for you. Twitter and Facebook are enjoying bandwidth-breaking usage, but they’re about to face the ad-pocalypse of 2020. And workout platform ClassPass is launching virtual workouts — 1 year after they first tried[...]

Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation arm whipped up its 2nd startup — a direct-to-consumer cat brand called Cat Person that’s changing direct-to-consumer. And marijuana companies faced an oversupply problem pre-coronavirus, but quarantines may be their cure. Learn more about your[...]

Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isn’t happening, so the stock dropped 12%. Despite all its reporting right now, the New York Times took a break to acquire Audm — doubling its content in 1 move. And the US response to coronavirus is now[...]

We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which questions the whole must-be-in-theaters-first-for-90-days thing. And Airbnb promised investors and employees it would IPO this year, but now it’s got to make a careful calculation as its bookings plummet: Side with[...]

Even though ride-hailing has plummeted in the corona-conomy, Uber’s CEO announced the company has $10B of cash, food delivery, and some side hustle ideas. Media consumption is surging while you work from home, and Netflix’s business model may put it above its media rivals. Ford’s touching its $13B loan as part of an anti-treat-yo-self plan,[...]

While it looks like nearly every stock has fallen, Walmart shares just hit a record high — we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new products that basically admits 1 big failure. And Starbucks has a couple billion dollars in extra cash, so it decided[...]

Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so we’re wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now may not help its future sales. And the latest update in the government’s COVID-19 response is a nearly[...]

To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday — but it’s already used up its major tools. To help people figure out testing for COVID-19, Google’s deployed “Project Baseline”, which is like Healthcare.gov but for disease screening. And private businesses are making “flattening the curve” possible with pro-social distancing policies.[...]

Despite your work-from-home lifestyle right now, office IM’ing service Slack announced a quarter that didn’t live up to expectations, because work software habits take time. Direct-to-patient half-icorn Ro has a new strategy: Launch pharmacies so it can vertically integrate your healthcare experience. And with the sudden end of the bull market, we’re looking at the[...]

The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from the government didn’t save stocks. Virus-testing company Lab Corp is now facing the moment it’s been waiting for (but it’s stock is still down). And Direct-to-Consumer startups and stocks have been having a different kind of moment, so[...]

Another wild market drop has us officially in a “bear market”, and there’s chatter about a bailouts, so we’re looking at the last bailout and when/why they actually should happen. Pepsi splurged to buy Rockstar Beverages because you’re not a beverage these days unless you’re a “functional” beverage. And word leaked about Apple’s “Project Seymour”[...]

Dick’s Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CEO’s values. Stitch Fix shares dropped 25% because the latest data shows its early adopters are losing enthusiasm. And the “Unicorn of the Day” is Grove Collaborative — it’s already focused on sustainability products, but its latest move[...]

First we learned that Russia and Saudi Arabia are in a fight about oil markets — it’s caused the biggest drop in stock prices since 1991. Investors weren’t thrilled (coronavirus drama + oil market drama = not good), so they sent stock prices down a shocking 7% within minutes of Monday’s trading. But it didn’t[...]

Burlington Coat Factory is going against the trend in retail: it’s ending its ecommerce to focus on physical stores. Mobile video streaming pre-icon Quibi has now raised $1.75B — and you can’t even use it yet. And LaCroix-fighting Spindrift just snagged another $29.8M — it’s differentiator is real fruit. Learn more about your ad choices.[...]

Carnival Cruises’ has a hat trick of profit-crushing drama — but we found the perfect analogy for the travel industry’s current coronavirus struggles. GM has whipped up a fresh electric car battery that goes 400 miles, but we’re looking at whether Americans even want electric cars to begin with. And underwear brand Aerie is carrying[...]

Campbell Soup shares jumped 9% because even the CEO was shocked that soup is making a comeback. United Health didn’t announce earnings or a new product — the stock popped 11% because of Super Tuesday (it’s all about policy risk). And you know H&M for whipping up fast fashion, but its latest business line wants[...]

Alphabet’s self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time as it adds 5 new godparents. Honeywell doesn’t just make charming thermostats — the historic company is now building (allegedly) the world’s most powerful supercomputer. And the Federal Reserve acts like the economy’s Batman, but the latest/shocking interest rate move had the[...]

Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role at Twitter (because Jack is also the CEO of Square). Panera whips up a coffee subscription that fits our formula for subscription power (not subscripturation). And Bird scooters decides it also wants to be in[...]

Context is king, so we’re looking at the market’s decline last week — the worst since the financial crisis. Chipotle is powered by menu items lately, and we noticed they whipped up viral attention on TikTok — but we’re skeptical of the numbers. And Thyssenkrupp is the German elevator company that just sold its elevator[...]

Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meat’s earnings sent the stock down 9%. And Square shares jumped 4% because its Cash App is powering profits. Learn[...]

TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’s self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voices’ iconic CEO was forced to step down, so we’re looking at why the cloud-soft anti-Nike couldn’t beat Lululemon. Learn more about[...]

Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t necessarily the right guy. Shake Shack’s shares plummeted 14% because it’s basically given up on innovation and is acting like a teenager. And Amazon will start licensing its human-less grocery store tech, starting with airport stores and sports[...]

The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tubi, even though it’s got terrible content (it’s all part of Tubi’s plan). And Intuit just announced it’s officially dropping $7B to buy Credit Karma so it can data-double-dip you. Learn more[...]

Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because it’s become a “cult stock”. And Lyft’s latest acquisition is in response to #profitpressure, so it’s sticking ads on top of its cars. Learn more about your ad choices. Visit[...]

Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’s Secret split from its L Brands parent, but turns out it’s worth just $1.1B. And Morgan Stanley buys up E*Trade in a deal that’s really all about saving time in the race to Main Street for the big banks. Learn[...]

We’ve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet to sleep. Our “Unicorn of the Day” is Toast, which hit a $4.9B valuation as it tries to do everything at restaurants, but we’re focused on its SaaB (“software as a bank” — just made[...]

Walmart’s earnings report wasn’t anything special, but we think it’s latest moves to buy up startups, suck out their innovation, and then spit out the remains is. A report on the impact of Uber and Lyft reveals that the rideshare apps really aren’t about ridesharing at all. And Molson Coors isn’t a beer company anymore[...]

The 3 major marijuana producers have had a tough year, but Canopy Growth’s latest earnings powered pot stocks up thanks to price per kilo. Delta announced plans to go fully carbon neutral by 2030 — how can one of the most polluting industries can pull that off? And Headspace snags $93M in fresh funding to[...]

Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fresh shares to raise $2B in fresh cash. Kraft Heinz shares fell 8% after the 150-year-old pantry icon showed it has no turnaround plan -- it just wants more processed foods. And the epic $10B JEDI deal between Microsoft[...]

Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at their odds (spoiler: not great odds). SoundCloud snags a fresh $75M in funding from SiriusXM, but the music platform still hasn’t found itself. And DoorDash’s CEO sat down for an interview with Fortune that revealed[...]

Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a dead wireless man walking). Samsung whipped up a foldable new phone that you should definitely care about because we don’t actually live in an iPhone world. And Starbucks snagged a new airport partnership that’s innovatively all about[...]

Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’s chicken-powered quarter that’s getting all the attention. Softbank-backed nearly-unicorn Brandless is shutting down after trying to create a brandless brand. And coronavirus is causing a financial crisis for many Chinese companies, so we’re looking at the lenders of last resort.[...]

Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word it’s actually planning to become profitable by the end of this year (*depends how you define “profits”). And Europe’s telecom giants Ericsson and Nokia woke up to word the US government may want to acquire[...]

Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling Entertainment stock dropped 9% and we’re blaming the XFL situation. Twitter shares surges as the social network tries to convince you it’s in the most healthy shape of its life. Learn more about your ad[...]

Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s numbers leaked and we finally learned how it stacks up to YouTube. And Chipotle’s sales surged 13% because its new CEO is cooking up a Taco Bell-ificiation strategy. Learn more about your ad choices. Visit[...]

Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees and orange groves. Visa is already Earth’s biggest payment processor, but now it’s making the biggest change to credit card transactions in a decade: AKA, “the swipe tax.” And BP’s oil empire[...]

Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the company disclosed financial info for the first time. Harry’s razors was supposed to be acquired by Schick’s parent company, but now federal regulators are trying to block the deal. And last week we looked at the companies hurt by[...]

Shares of One Medical jumped 47% because it’s trying to make you love doctor’s appointments. Nike’s freakishly performance-enhancing shoe just got approval for the Olympics — and gold medals are critical to its brand. And Pinterest whipped up a virtual makeup feature because being your first spot to discovery is what it depends upon. Learn[...]

Juul was supposed to save the world from smoking, but it made a critical decision that its new owner, Altria, is now paying for. The Bouqs direct-to-consumer flower startup raised $30M because it wants to get invited to your wedding (but seriously). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy[...]

Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation after an investment from a casino company. And SAP is the most valuable company in Germany, but no one really knows what it does — good thing it just announced earnings, and it’s all about FOMO Marketing. Learn[...]

Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look a lot like today’s delivery wars. Casper’s valuation dropped from over $1B to $744M before its IPO as public investors laugh at the VCs that thought it was a tech company. And MGM is looking[...]

Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork… which just sold off that stake. GM’s latest moves in Detroit have turned a shutting down factory into its new capital of electric vehicles. And coronavirus dropped stocks big to start the week, so we’re looking at who got hit the[...]

The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its highest point since the first internet boom, so we’re looking at chips on chips on chips.  And Clay Christensen passed away, but his word “disruption” is living on aggressively. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy[...]

Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in 2020. Google made a minor tweak to google.com with major implications. And our “Half-icorn of the Day” is The Athletic, the digital sports news company that just snagged a $500M valuation. Learn more about your[...]

Delta unveiled the biggest corporate bonus plan ever, so we’re looking at its Return On Investment strategy (Happy flight attendants = Happy fliers). GM unveiled a robocar that reaches Level 5 on the all-mighty (and unofficial) self-driving car measuring stick for self-driving-ness. And startup Memphis Meats snags the biggest ever fundraise for a cell-based meat[...]

Amazon is pursuing a new feature to sell to retail stores to take on Apple Pay — We’re talking “pay by hand” (and we’re calling it “Amazon Hand”). Uber’s whipping up a “name your own price” idea for drivers so it can prove to regulators it’s just an app, not a ride company. And PetMed[...]

We’ve got a new #1 in the US meal kit market — HelloFresh is beating Blue Apron (even though mealkitting may be in trouble). Zales/Kay/Jared’s owner Signet Jewelers watched its stock pop 40% last week, but its “Path to Brilliance” plan may not be working. And Microsoft is acting more like a non-profit, announcing it’s[...]

Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s no longer spinning off Old Navy, its best-performing brand. NBC reveals the details of Peacock, but it’s acting like the flaky friend of the Streaming Wars. And China holds German car companies hostage (the USA[...]

We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because it’s working on what Hasbro can’t: A Baby Yoda doll. And Califia Farms is our (almost) “Unicorn of the Day,” snagging $225M in fresh funding to make plant-based milks bigger[...]

It’s big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B to acquire Plaid, the fintech app that sits on a treasure trove of financial info, like your Venmo account. And[...]

We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone — treating diseases with your saliva. And Primo Water boasts that it’s a pure-play water company, but it just got swallowed up. Learn more about your[...]

Quibi raises (another) $400M to create a new “era” (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And “the OPEC of chocolate” may raise prices on the critical ingredient for Hershey and Mondelez sweets. Learn more about[...]

Verizon whips up a new pricing model for its cable TV, but it’s basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employees (we’re in a new decade of unicorns). And 100% wine tariff threats may mess with your Friday evening pinot plans. Learn more[...]

We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s launching a dynamic new advertising format that reminds us of Facebook. And the “you might die from this” fitness event startup Tough Mudder is reportedly being pushed to file for bankruptcy. Learn more about your[...]

Impossible Foods is adding plant-based sausage — but rival Beyond Meat’s stock jumped 10%. Goldman Sachs’ stock has barely budged in the last 3 years, so it’s redecorating itself to focus on 1 word: Transparency. And Tesla shares just hit an all-time high as its Gigafactory opens in China, so we’re looking at whether that[...]

SmileDirectClub abandoned its direct-to-consumer ways to launch in Walmart stores, but it’s missing one big thing: Its core product. Taser-inventor Axon acquired a rival last year, but now it’s been accused of running a taser monopoly. And Yum Brands happens to own Taco Bell, Pizza Hut, and KFC, but now it’s acquiring a burger chain[...]

Aaaand we’re back. While you were unwrapping gifts, Snapchat treated itself to an augmented reality startup that makes the hilarious filters for Snapchat. OneMedical just filed paperwork to IPO already even though the industry it’s in hates new brands. And Apple’s got a new mantra for 2020: Make HomeKit happen. Learn more about your ad[...]

In our last pod of 2019 (we’re taking a 2-week break until Monday, January 6th), we’re going digestibly bold: Our 3 bold predictions for 2020. Will Apple buy Tesla? Can Amazon eliminate boxes? And does Chipotle really need tables, or can it just do delivery and pickup? We’ll see you Snackers again in 2020. Learn[...]

Ikea’s always been focused on furniture, now it aims to democratize smart furniture (but it needs help). FedEx plummeted 10% because it’s losing its profit puppy. And International Flavors & Fragrances makes the scents and tastes you’re touching and tasting daily, but shares fell 9% because its latest merger is all about 1 single bet.[...]

Weight Watchers tried to turn itself around the last couple years by adding Oprah to the board, but now she’s headlining a 9-city WW wellness tour. Now that Boeing has officially suspended production of its controversial 737 Max planes, we break down its worst year, by the numbers. Getting Alexa everywhere was Part 1 of[...]

H&M has spent 2 years trying to burn fewer clothes (literally), and an 11% sales rebound shows it’s finally working. Intel splurged $2B on a chip company because the last time it tried to build its own, it failed. And Sprout Social IPO’d to help your company’s social media manager relax. Learn more about your[...]

V-commerce — aka “voice commerce” has new momentum after online radio Pandora tests ads that let you talk back. Car prices are starting to mimic airplane ones, forcing you to pay extra if you want anything. And stocks hit record highs last week on word the US and China actually/finally reached an agreement over phase[...]

If you noticed that Avis shares plunged, that’s because Lyft just whipped up a car rental service. The hero of Disney+ has been Baby Yoda, but toy-maker Hasbro didn’t get the memo and missed out on millions of potential holiday toy sales. Delta’s Investor Day lets us get to know the airline better — and[...]

Oil legend Saudi Aramco is the most valuable company in the world and it just IPO’d, but how does it make money? Luggage brandicorn Away went through a week worse than your worst travel trip, so we’re looking at what actually went wrong. And Lululemon reported earnings, but we’re curious about whether it can become[...]

Just in time for your first turns, Vail Resorts’ earnings gave insights on where you should ski — and highlighted the growing showdown on ski passes. Yumi raised $8M for fancy subscription baby food, but we’re focused on who gave them that money. And the NAFTA trade treaty is being replaced by the USMCA now[...]

Yesterday we broke down why Airbnb shouldn’t acquire a competitor — now they just took the first step in acquiring another called Zeus. Amazon lost the $10B JEDI contract with the government, but its fight against the decision reveals what business ethics are all about. And former Fed Chair Paul Volker passed away, so we’re[...]

Alphabet’s self-driving car company, Waymo, just took a big step towards real robotaxis — an app for the general public. Otis Elevators made skyscrapers possible, and now it’s getting spun-off into its own company. And a fresh profile on HipCamp (the Airbnb for camp sites) has us wondering if it’s simply an Airbnb acquisition target.[...]

Rent the Runway partnered up with W Hotels so you don’t have to pack clothes for vacation. GM and LG are launching a joint venture focused on car batteries, which are the critical (and absurdly expensive) part to any electric car. And Tupperware is trying to go upscale with its plastic by claiming its reusable[...]

Absurdly expensive coat designer Canada Goose just opened up a store that literally snows inside — “experiential retail” is now “sensational retail.” Nintendo’s Switch console just enjoyed its best week of sales in the US, even though it’s been around for almost 3 years already. And Duolingo became Pittsburgh’s 1st unicorn, hitting a $1.5B valuation[...]

Google’s legendary co-founders are stepping down effective immediately, but it’s probably because Google’s had its most controversial year in ever. Our “Unicorn of the Day” is Zume whose robot pizza is already worth $2B, and it sells the most intense food trucks you’ve ever experienced. And Roku stock plummeted and then surged after two analysts[...]

Cyber Monday set a record as the biggest online shopping day in US history — but the real winner this year is Shopify. Jack Dorsey is busy being the CEO of both Twitter and Square, but now he wants to live in Africa for 6 months. And McDonald’s is looking to enter the Chicken Sandwich[...]

Black Friday in-store shopping actually fell from last year — but purchases made on smartphones and with in-store pickup dominated, so we’re renaming it: “Mobile Cyber Pickup Week.” SoulCycle just lost its CEO while Peloton stock had its best week ever, so we’re getting on both bikes. And Dollar Tree’s stock dropped 19% last week,[...]

The 2nd half of our Snacks recording live from Spotify. We sit down with Max Cutler, the Founder & MD of Parcast Studios at Spotify — his startup was acquired by Spotify earlier this year. We’re asking about how he first pitched his company, whether podcasts will follow the Netflix strategy, and what his favorite[...]

Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. Uber has officially been rejected from London because policy risk is a real thing. And Charles Schwab treated itself to an early gift by buying up rival TD Ameritrade for $26B — and the strategy[...]

Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Target is enjoying shipping nirvana and shares are up 91% this year because it’s pulled off same-day shipping magic. And PayPal splurged $4B for deal-snagging pioneer Honey, but Wall Street ironically thinks it overpaid. Learn[...]

Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce to the Snackers how we got into podcasting, how we built this podcast (every day), and the 5 ingredients for a podcast that people will actually listen to.  Learn more[...]

Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch with millennials. Greek yogurt legend Chobani just introduced its first non-dairy option: Oat milk. We’re wondering if plant-based milk is a trend or a fad. And TJ[...]

Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct line: “Scout” contacts. Microsoft was threatened by Slack, so it launched a rival/knockoff messaging service called Teams — we just learned it’s got 20M users. And Home Depot usually just rides a strong housing market[...]

Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it did). Ford unveiled its Mustang-looking electric SUV that’s not just a compliance car. And The New York Times broke down what FedEx did with its tax cut money… which highlights what companies actually do with[...]

Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway… and it’s totally not Warren’s style investment. Pinterest is such a nice social media company that it’s not throwing enough advertising at users. And Peloton will reportedly launch 2 new products in 2020 as it uses Tesla’s playbook. Learn[...]

Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% because Canada’s got an oversupply problem. Daimler and Ford just announced big investments in electric cars, while Tesla’s won awards. And our “Maybe-Unicorn of the Day” 1Password knows you don’t want to remember 243 usernames[...]

Google plans to launch a checking account, another sign that Big Tech wants to understand your daily spending. Nike decided it no longer wants to sell on Amazon, probably thanks to its new CEO (who is an eBay guy). And the Uber for freight, Convoy, just raised $400M to take on… Uber Freight. Learn more[...]

TikTok set a record for app downloads, so Facebook just decided to knock it off with a new Instagram feature. Alibaba’s Singles Day set a sales record of $38B in 24 hours — so we’re looking at why the stock fell. And big milk giant Dean Foods just filed for bankruptcy, but you can’t (totally)[...]

Adidas tried to update its manufacturing with a fancy new “speedfactory,” but now it’s relocating them out of the US and into Vietnam and China. Both Bumble and Walgreens have something in common: They’re suddenly into private equity. And Apple is planning for an iPhone-less future with iGlasses and iHelmets (we made up those names)[...]

Party City’s stock dropped 67% after a brutal Halloween and helium crisis, so we’re looking at what issues it can actually control. Zillow has pivoted from just exposing real estate prices to also buying homes — that’s a big and risky bet. And with Gap’s CEO getting fired last week, 2019 has become a record[...]

Airbnb’s suffering a sudden trust crisis so it’s responding proactively(ish) with a bold move: Verifying all 7 million of its listings by next year. Coca-Cola’s trying to succeed in the flavored sparkling water market (again) with an aggressive anti-LaCroix move — caffeinated sparkling water for your mornings. And Toyota is the profitable surprise among Japanese[...]

An Uber Eats job posting revealed that it’s further monetizing the food delivery app by sticking ads into the search results for “pizza”. Grocery chain Kroger hasn’t recovered from Amazon’s acquisition of Whole Foods, so its Operation Restock recovery plan may involve a clever pricing strategy with Microsoft. And Xerox may acquire HP, which is[...]

Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked at Hinge and its adorable new mascot. Peloton’s numbers outperformed what analysts expected, but the stock still dropped because Wall Street can be irrational. And Wag is our “Almost Unicorn of the Day” whose jumbo[...]

Uber lost a shocking $1.2B last quarter, but now it’s hoping/planning to hit profitability in 2021 (same as Lyft). Under Armour is suffering from a sudden accounting investigation, but the real issue is with its core business, and its sneakers. And Walmart launched alcohol pickup (and some delivery) across 2,000 stores because it can’t beat[...]

Remember when we mentioned Google could acquire Fitbit last Friday? It did. So we’re looking to understand why Google’s paying almost double the normal stock price. Insurance giant AIG doesn’t like catastrophes, and last quarter had fewer than expected. And electric toothbrush startup Quip just launched a floss that turns the razor/razorblade pricing model on[...]

Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Apple’s earnings revealed that it’s becoming a wearables company, powered by AirPods and Apple Watches. And World Wrestling Entertainment stock plummeted 16% as its Middle East TV dreams get crushed. Learn more about your[...]

Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror snagged $34M in fresh funding from Lululemon, Karlie Kloss, and Steve Cohen’s hedge fund, so we’re looking at who could buy them. And Fiat Chrysler and Peugeut are planning to merge to create Earth’s 4th[...]

We just realized today’s Snacks has a delivery theme. GrubHub stock lost nearly half its value because the CEO thinks you’ve been “promiscuous” with your late-night food delivery. Amazon goes with the nuclear option by launching free grocery delivery for all prime members. And Lockheed Martin just got an expensive order for F-35 fighter jets[...]

Sir Richard Branson’s Virgin Galactic just became the first ever space tourism IPO, but investors don’t have anything to compare this to. Beyond Meat enjoyed its 1st ever profit, but the stock still dropped 10%. And Tiffany’s received a $14.5B acquisition proposal by French luxury leader LVMH because they’re a complementary couple. Learn more about[...]

Shares of Bud-owner AB InBev plummeted 11% on word it’s losing beer market share (fast), so it’s betting big on (wait for it…) sparkling seltzer. Airbus is thriving off of Boeing’s 737 Max crisis. And Waste Management’s recycling passion isn’t charitable — it’s profitable.  Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy[...]

Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad crisis. And Barclays pulled the switcheroo on its ATM-in-post-offices plan, ultimately caving to pressure. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money from July through September, but the stock fell 12% because of a flat summer performance. And Zuck testified to Congress about Facebook’s Libra cryptocurrency plans — and he promised to get their blessing first. Learn[...]

Without its IPO, WeWork was about to run out of cash in weeks — now it’s signed a bailout deal that drops its valuation from $47B to about $8B. McDonald’s had fewer diners last quarter, but it squeezed more sales out of all of them. And both Nike and Under Armour’s CEOs announced they’re leaving[...]

Spotify’s earnings are next week, so we’re previewing how they’re making money (and the unique global strategy). Ford’s kinda dependent on its SUVs and trucks, but the new Explorer didn’t work out as planned. And Destination Maternity filed for bankruptcy because our generation has, you know, ruined parenthood. Learn more about your ad choices. Visit[...]

The owner of PowerBar jumped after its IPO, so we’re looking into its “convenient nutrition” strategy that it boasts as “asset light.” Unilever took a punch in the Shampoo Wars, so we’re looking at its latest moves on the shower battlefield. And streaming video disruptor Quibi hasn’t launched yet, but it just snagged a major[...]

Airbnb’s financial info was leaked, revealing that it’s splurging big on marketing. Ford just teamed up with Amazon and Volkswagen on its “Team Edison” for a nationwide electric car charging network. And Venmo launches a credit card because it’s owner PayPal really wants it to make money. Learn more about your ad choices. Visit podcastchoices.com/adchoices[...]

Even though everyone’s launching a streaming service, Netflix surged after its latest earnings report. Facebook’s global cryptocurrency project, Libra, keeps losing its corporate backers, so we’re looking at why. And General Motors may have finally ended its biggest strike since 1970, but the numbers show what investors really think about it. Learn more about your[...]

At Google’s product day in New York, the focus should’ve been on what it took away (a VR headset) not what it unveiled (more Pixel products). Charles Schwab enjoyed record 3rd quarter profits, and that’s driven by customers who aren’t doing anything with their money. And Emerson Electric was founded by a Civil War vet,[...]

SmileDirectClub has become the worst performing IPO of 2019, but fell another 13% Monday after a new California law was signed by California’s governor. The 3rd quarter earnings season kicks off this week with big banks, but we’re looking at Goldman’s venture investments like WeWork and Uber. And an analyst’s deep dive into Apple’s Asian[...]

Rachael Ray and GrubHub just teamed up. Uber Eats launched one last week. We’re looking at the “trend of the week” — Virtual Kitchens. Stocks popped Friday because of the latest (kinda) trade deal, so we’re looking at what it includes. And Papa raised $10M and snagged major partners as it becomes the “grandkids on[...]

Your other map go-to, Waze, is owned by Google’s parent, Alphabet, and it’s the company’s potential future profit puppy. Tootsie Roll is 100% focused on candy, less focused on its latest earnings report. And our Unicorn of the Day is Grammarly, the AI-powered company (or is it a feature?) that just hit a $1B valuation.[...]

Bed Bath & Beyond stock is down over 80% in the last 5 years, but it just snagged a new CEO who revolutionized shopping at Target. Compared to Delta, it’s been hard out there for American Airlines, so we’re looking at what uniquely caused its problems. And our Invention of the Day is lithium ion[...]

Domino’s already fights in the Pizza Wars and Delivery Wars — now it’s focused on takeout (they prefer “carryout”) to win. A Houston Rockets’ tweet has China angry at the NBA, and now companies are getting involved. And One Medical is our Unicorn of the Day: the $1.5B tech-ish doctor chain now wants to IPO[...]

The owner of Ben & Jerry’s, Unilever is making an epic sustainability pledge: cut 400K tons of virgin plastic per year. Harley designed an electric bike to desperately snag millennial customers, but it turns out they’re not interested. And after diving deep into ecommerce, Walmart is undoing the parts that are too unprofitable. Learn more[...]

Target is pulling a Best Buy — it’s adding Disney stores within its own stores (and it kind of looks like the future of malls). HP dropped 10% because printers are the new fax machines, but a shrinking business could become a growing one. And wedding registry icon Zola is engaged to become a unicorn[...]

Liquor legend Constellation brands fell 6% even though it’s launching 4 flavors of a new spiked seltzer to save its beer sales. Uber unveiled a new app that’s purely focused on the gig economy — connecting workers with needs, not just drivers and delivery. And payment processor Square jumped into supporting CBD sellers because cannabis[...]

Don’t call it a phone — Microsoft just cooked up a 2-part foldable phone that creates a whole new product category (its mojo is back). The World Trade Organization (WTO) just decided on a 15-year trade dispute between Boeing and Airbus that reveals how trade conflicts should go down. And Chipotle’s new-ish CEO makes a bold[...]

GoPro unveiled a couple pre-holiday cameras, but the move reveals how much it’s lost its moat. Charles Schwab announced it’s cutting stock trading commissions from $4.95/trade to zero, so we’re jumping into the history of fees. And Masco is our Midwestern institution of the day for focusing on paint over cabinets as it pivots strategy. Learn more[...]

Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy business models may be sexy again. Google’s self-driving car division just had its valuation slashed because it’s taking. Way. Too. Long. To. Arrive. And the world’s biggest RV-maker, Thor Industries, jumped 16% because camping is going global.[...]

Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to its clothing rental until Oct 15th because of a mistake that reveals what kind of a company it really is: Logistics. And NFL Sunday Ticket is the loyalty leader that got people[...]

Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, what drives customer loyalty, and if the stock ticker symbol should’ve been “SWET” or “SPIN” instead of "PTON". Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and[...]

Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released a huge number of Alexa-packed products, including a finger ring, copy-cat AirPods, and a high-end speaker. And fresh after WeWork and Juul just lost both their CEOs this week, eBay’s leader is stepping down. Learn more about[...]

After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel its earnings call. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy[...]

Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bankruptcy. Fitbit’s fought hard  to survive since Apple unveiled the Watch, but it’s now offering to sell itself. And Bloomingdale’s launched “My List,” a 10-item per month clothing rental for $149/month[...]

J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show (welcome to “Swipe Night”) in a unique convergence of tech and media. And Juul’s e-cigarette issues keep piling up, which is a bigger pain for its latest investor: regular cigarette-maker Altria. Learn[...]

Bezos kicked things up a notch by announcing a carbon neutrality pledge for Amazon that shockingly even beats the Paris Climate Accords. Alphabet’s drone division, Wing, just partnered up with Walgreens, FedEx, and a local gift store to make drone delivery happen next month in Virginia. And Stripe just passed Airbnb with a $35B valuation that earns[...]

Facebook just announced a $149 Portal TV device to let you video chat while binge TV-watching. Corning Glass is located in a small town in upstate New York, making the glass on your iPhone — it just snagged a $250M investment from Apple. And FedEx fell 13% on its worries about the global economy, which makes[...]

LinkedIn just revealed a new “skills” feature that we consider its most strategic move since Microsoft acquired it. General Motors is experiencing its biggest strike in a decade and that’ll cost it up to $100M a day. And Shopify just became Earth’s #2 biggest ecommerce platform, but we’re looking into its cannabis-supporting moves into CBD. Learn more[...]

Oil prices just surged after an attack in Saudi Arabia, so we break down why it’s not as big a deal as Wall Street made it seem. Netflix is treating itself to $500M of Seinfeld reruns from Sony because sitcoms earn your loyalty. The WSJ reported that Amazon’s secretive A9 search office made a change to[...]

Pepsi and Venmo teamed up for a spending partnership they’re calling “PepCoin” — it highlights the behavioral challenges of Fintech. Walmart’s $98/month Grocery Club is taking on Amazon with something Amazon can’t do. And our “Nearly-Unicorn of the Day” is Voyage, whose self-driving cars are turning the elderly into early-adopters. Learn more about your ad choices. Visit[...]

SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a bad IPO when you look at the valuation. Under Armour is going anti-athleisure with its new strategy, but it’s actually copying Lululemon. And General Electric is selling $38B of itself to survive, which highlights its greatest[...]

Wendy’s is trying to jump into the fast food breakfast wars, but shares fell 10% because it’s too late — again. A Snacker asked us to jump into Monster Beverage, so we found out what it’s up to. And California’s new gig worker law hits right at Lyft and Uber, so they hit right back. Learn[...]

Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused on its strategic moves with Apple TV+. Ford’s bonds just hit junk status, so we’re looking at the decade that led to this. And Next Door is our “Unicorn of the Day” for its latest fundraise and[...]

Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its 1st pick-up only store in New York this fall, but it’s the early sign of American companies copying Chinese ones. And AT&T was smacked with a 23-page letter by a new major hedge fund[...]

Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature pioneer’s anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four notches. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already knew the competition was coming. Slack released its first earnings report since going public, revealing its next 10M users are harder than the 1st 10M. And WeWork may slice its valuation from $47B to about $25B before[...]

While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. Michigan became the first state to ban flavored e-cigarettes, just as Juul came out with “the strictest age verification system ever.” And Google was hit with a $170M fine that highlights the difference in targeted[...]

A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a “hide your likes” feature. Ulta Beauty dropped 30% last week, so we looked into why and found an insight in slide #9. And with deadlines quickly approaching, we break down the econo-political drama in Britain and Argentina.[...]

WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a new health center it could take nationwide. And Dollar Tree and Dollar General were about to be hit hard by tariffs — then they discovered 4 creative ways not to pay for tariffs. Learn more[...]

The Disney merging with Fox saga is officially over now that Disney sold YES Network… partially to Amazon. Forever 21 is a fast-fashion founding father, but it’s reportedly going bankrupt (there’s another key F-word here: Fad). And Citibank and Panera bread both have minimum wage stories that will surprise you. Learn more about your ad choices.[...]

Peloton’s IPO — we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants to be a religion. Fitbit’s taking on Apple by launching its own subscription service. And Amazon had already acquired the doorbell company Ring, but now it’s got an interesting partnership with  police departments nationwide. Learn more[...]

Costco just opened up its first physical store in China and the reaction was huge (the store had to close early). Smucker’s dropped 8% on word its peanut butter is facing price cut problems (and other nut-butters). And Altria and Philip Morris used to own the tobacco industry together, but now they may re-merge because nearly every[...]

First Popeye’s and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat burger. Hasbro is dropping $4B for British cartoon Peppa Pig (and it’s also getting some rap artists). And Dish is about to be the 4th biggest telecom company after the Sprint-T-Mobile merger, so we jumped into it[...]

Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got personal). White Claw by the Mark Anthony group is the spiked seltzer whose sales have quadrupled as it takes on beer. And News Corp announces Knewz, a new app trying to out-play tech in its[...]

Dick’s pulled a classic tool out of its belt: A/B Testing. Our “Unicorn of the Day” is Wheels Up, which claims it’ll be the Airbnb of private jets (and Tom Brady and Serena Williams are members). And Germany’s 30-year bonds hit negative interest rates — so we break down what they are and why they’re[...]

We dove into WeWork’s IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but it’s a major lesson on how to quit something smartly. And Waymo (owned by Google) is sharing its self-driving car knowledge to make self-driving actually happen. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at[...]

Apple’s card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its biggest ever food brand, focused on organic food. And Tesla’s solar panel unit announces a rental version — just as it gets sued by Walmart. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy[...]

Makeup legend Estée Lauder jumped 13% after its earnings report, but we were most interested in its “travel retail channel” surprise. SmileDirectClub wants to IPO, so we jumped into its filing documents and found an Instagram story. And the Business Roundtable held a meeting, but ended up renewing its vows of what being a corporation actually means[...]

Our last Snacks episode until Tuesday 8/20 (we're off for a week for Jack's wedding). Facebook’s had a rocky relationship with the news industry, but it’s trying a major new partnership to fix what it broke. Roku is the new king of streaming after its Rudy moment. And sperm startup Dadi just raised $5M as[...]

Lyft jumped after its huge loss wasn’t as bad as expected — but we found two other stories with a bigger takeaway about the tech industry. Boston Beer Company is famous for its Sam Adams label, but a recent report highlights why it’s not a beer stock anymore. And prescription drug distributors are getting sued by states,[...]

FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks — Shake Shack popped 18% not just because of a new strategic move, but because its leadership was open to changing its mind. Disney’s earnings hit record revenues, but spent[...]

Worst. Day. Of. The. Year. The trade war just opened up a fresh new front: the currency battles. Meat giant Tyson shares surged, but then it announced it’s being investigated for collusion on your chicken prices. And Compass has almost doubled its valuation in less than a year to $6.4B — its dream is to bring[...]

Pinterest is defining itself as the most positive, happy, feel-good social media app — and usage is jumping. Delivery apps had their biggest week yet, so we jumped into it Snacks style. And oil icons Exxon Mobil and Chevron reported earnings, which reveal a “glut” issue in the whole industry. Learn more about your ad choices.[...]

Kellogg enjoyed its best day in two decades even though cereal sales are struggling big. Canada Goose removed a single word from its website, causing the stock to drop Thursday. And stocks fell because of the trade war — you’re going to finally notice the tariffs that hit consumer products.  Learn more about your ad choices.[...]

Turns out lawn phenom Scotts Miracle-Gro has been enjoying a sales boost by equipping cannabis producers to grow indoors. Fitbit plummeted 14% on a struggling new smartwatch, but its future could be Apple-style services. And stocks plummeted yesterday because of the Fed, so we break down why. Learn more about your ad choices. Visit podcastchoices.com/adchoices[...]

Turns out Apple is no longer an iPhone company after releasing its latest quarterly earnings report. Under Armour hasn’t embraced the athleisure trend enough and its latest 14% stock drop reveals it needs a rebrand. And P&G stock jumped 4% even though it suffered a $5.4B loss — blame that on its razor biz (which is blaming[...]

A new drug company hath been born — Pfizer is merging its portfolio of off-patent drugs (like Viagra and Lipitor) with epi-pen-maker Mylan. Beyond Meat’s earnings report had a good side and a dark side. And The Athletic’s subscription-only sports news biz model is winning the media industry with a new milestone. Learn more about[...]

We were live from the floor of Nasdaq’s opening bell ceremony at Livongo IPO’s — so we sat down to interview the president of the digital health service company. We also covered a WSJ report that Apple may be giving unfair preference to its apps in the App Store (so we run our first “snax-periment”).[...]

Snackers, we love you. And we would love to learn more about you — fill out this 2-minute survey to share more about yourself and thoughts on the pod (plus, you could win a $100 Amazon gift card): http://listenerq.com/snacks/ In today's episode, for the past 4 quarters, Amazon set record profits. But not this time[...]

With another huge day of earnings, Tesla fell 10% because one of its top cars is cannibalizing sales of another. Dunkin’ is launching a plant-based sausage sandwich with Beyond Meat, highlighting how Dunkin’s become the great trend democratizer. And UPS popped 9% as it tries a new strategy for growth: A try every strategy. Learn more[...]

Forget coffee. Starbucks made a strategic tech investment so it can start licensing out its successful mobile app technology and loyalty program. Hasbro shares popped 10% courtesy of its critical Disney partnership. And China’s new tech-focused stock market debuted with one purpose: Make sure Chinese tech companies IPO in China. Learn more about your ad choices. Visit[...]

Uber is launching a pilot in SF and Chicago for a membership program that combines all its services for one price. Apple is reportedly buying Intel’s smartphone chip-making business, and that dropped Qualcomm’s stock. And GoPuff is our “Unicorn of the Day” because it’s about to get a major investment from SoftBank as it brings convenience stores[...]

Beyond Meat is bouncing back after 2 big partnership deals — online and offline. You’re constantly hearing about Boeing’s issues, so we’re breaking down how its $8B price tag stacks up to other corporate scandals. And Tinder’s new move to sneak past the Google Play store highlights how app stores have become tollbooths. Learn more about[...]

Microsoft remains the world’s biggest publicly-traded company, so we jumped into the big question no one understands these days: How it makes money. Skechers stock popped because it’s basically become an international company, but its core focus is (ironically) avoiding trends. And iHeartRadio just started trading again on Nasdaq after emerging from a hefty bankruptcy. Learn more[...]

The 2-day Amazon Prime Day just ended, so we jump into the “flywheel effect” that powers it. Netflix shares plummeted 12% and it’s blaming its lack of story-telling the last 3 months. And Turo is our unicorn of the day after an investment by Tinder-owner IAC boosted the car-sharing platform beyond a $1B valuation. Learn[...]

A report revealed that Apple wants to jump deeper into podcasts by signing exclusive deals with podcast creators sent Spotify shares down. Domino’s fell 9% after its earnings revealed it may be facing pressure from ”3rd party delivery aggregators.” And Big Bank Week continued with earnings from JP Morgan, Wells Fargo, and Goldman Sachs —[...]

Chobani whipped up a new line of nut butter Greek yogurts — The Greek yogurt industry is struggling, but Chobani is using Coca-Cola’s spinoff strategy. Marriott has been charging “resort fees” for years, but now the DC Attorney General has a problem with it. And publicly-traded private equity firm Blackstone just made an acquisition of the mobile[...]

Earth’s biggest brew-glomerate, Budweiser-owner AB InBev, was planning the biggest IPO of the year by spinning off its Asia unit — that was suddenly canceled before the weekend. France unveiled a “tech tax,” but it really looks like a tariff on Silicon Valley. And scooter icon Bird is our “dramatic unicorn of the day” for a[...]

Fed Chairman Jerry Powell was visiting Congress — So he shared his thoughts on Facebook’s planned cryptocurrency (that may have caused Bitcoin to drop). Lululemon whipped up a 20,000-square-foot mega-store/club/studio, a sweatlife store format it wants to take nationwide. And healthcare stocks jumped this week on multiple headlines, so we jump into the factors that drive the[...]

Conference call icon Zoom made your webcam vulnerable to snooping, and the flaw got discovered in a dramatic way. SunTrust bank decided to stop funding private prison companies, so we decided to look into private prison company stocks. And Snapchat’s venture capital arm, Yellow, announced its 2nd class of early-stage startups, which we explored  to notice[...]

Pepsi’s earnings report seemed normal, until we noticed its CEO’s passion for the future of its sparkling water strategy. AT&T announced HBO Max with a unique angle attacking Netflix’s awkward Achilles heel. And Richard Branson’s Virgin Galactic wants to become the first publicly listed human-spaceflight company. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy[...]

So far in 2019, Snap’s stock is up 160% — we’re looking at the 2 biceps of tech powering that silent comeback. WeWork wants to IPO, but first, it’s taking on some debt. A lot of it. And it’s the same strategy as a college athlete going pro. And the Congressional Budget Office’s minimum wage report[...]

Canopy Growth is the world’s largest cannabis company and it suddenly fired its co-CEO — but it looks like Corona owner Constellation Brands was all over this one. A Recode report revealed major drama within Walmart as its ecommerce arm led by Marc Lore clashes with classic brick-and-mortar Walmartians. And our “Icon of the Week” Lee[...]

Tesla didn’t report earnings – it reported its car deliveries, and the record numbers boosted the stock 7%. Meditation app Calm just raised more money as a $1B+ valued company, so we dive into the sleep pivot that powered its growth. And happy 10th birthday to the longest economic expansion since WWII. Learn more about[...]

Stubhub is treating customers who spend $10k to VIP tailgates, VIP perks, and VIP customer service. The women’s national team soccer jersey is Nike’s top-selling soccer jersey ever, showing the potential to boost womens’ sales. And Deutsche Bank’s reportedly mulling laying off 20k workers as it still hasn’t recovered from the financial crisis.  Learn more[...]

With beer sales falling, Budweiser’s parent company AB InBev acquires the maker of Babe canned rosé and White Girl Rosé as its summer makeover. The RealReal is leading the re-commerce industry by pulling an Airbnb on thrift stores — and it just surged 45% on its IPO. And Velodyne is our “Pre-IPO of the Day,”[...]

While Bitcoin is rising, we looked at Advanced Micro Devices (AMD), which is the “shovel” to Bitcoin’s “mining.” A crazy stat about Amazon reveals how it’s become a shipping company. And Superhuman just raised $33M for its mission to make email a luxury thing. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy[...]

We noticed WeWork is on an acquisition tear, and it just strategically added Waltz to its list. General Mills shares fell 4% because its snack biz is underperforming, while its fancy pet foods are winning. And Shopify powers your go-to boutique ecommerce options, and its new Apple iMessage feature is a new level for customer[...]

Coffee stocks Starbucks and Dunkin’ are up to record highs this year because they’re both pursuing 4 specific strategies. BMW unveiled its new lineup of Tesla-battling electric cars and even an electric bike. And Google sister company Sidewalk Labs revealed details of its $1B future city plan to takeover a Toronto waterfront. Learn more about[...]

McDonald’s Quarter Pounder was launched with fresh beef a year ago — and that just propelled McD’s to its first gain in burger market share in 5 years. Caesars merged with Eldorado to create the biggest casino in the US, but activist investor Carl Icahn is the real story. And what’s being called the “Viagra for[...]

Canada’s Canopy Growth is the biggest cannabis producer in the world, but its latest numbers reveal it may have a pot demand problem. Walmart paid up a $288M bribery fine, but the management team has a reason to not be upset. And Amazon whipped up a new surveillance drone that fits smoothly into a trend we’re[...]

Slack shares jumped 49% on their first day of trading, so we jumped into the company that thinks it’ll replace work email within 7 years. Netflix’s Adam Sandler and Jennifer Aniston movie set a personal record, but it’s the number Netflix shared that entertained us. And Apple’s letter to a US trade rep about moving[...]

Grocery Outlet’s “WOW!” IPO (listen to the pod — you’ll see what we mean) is the convergence of two major retail trends. YouTube may be launching a separate version for kids and even disable its profit-powering auto-play. And we noticed Adobe’s stock hit a record high and it highlights why Silicon Valley loves software. Learn more[...]

Facebook unveiled details of its new cryptocurrency, Libra (aka “ZuckBucks”), so we jump into the key details you need to know. Lululemon’s going hard into its #sweatlife lifestyle push by launching its new shampoo, deodorant, and more, while athleisure keeps winning retail. And Best Buy introduced a new FitnessTech strategy as it aims to become the Apple[...]

Tech-focused Domino’s is unleashing a self-driving delivery minivan later this year. Meal kit pioneer Blue Apron’s shares jumped from 55-cents to over $8 because of a reverse stock split (we’ll break it down). And while Buzzfeed employees are pushing to unionize, VW’s shockingly just voted against the idea. Learn more about your ad choices. Visit[...]

Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new “Adventures” feature lets you book wild trips you probably didn’t realize were possible (because it’s facing competition in every direction). And Verizon launches a piece of hardware to help you not lose anything, but it’s all[...]

Startup Quibi is launching as a fully mobile streaming app with $1B in funding, and we just got more details on what it’s working on (hint: the return of “Punk’d”). Gig economy website Fiverr surged 90% on its IPO, and it literally trademarked the term “gig.” And a WSJ article reveals how HSBC has become the[...]

Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming legend Fortnite acquires Houseparty in a move that may redefine the future of social media. And Crowdstrike surged 71% on its IPO day, so we made cybersecurity sexy as our “Unsexy Industry of the Day.”[...]

Mary Meeker dropped her annual 333-slide Internet Trends Report, so we pulled out 3 keys for you. Grubhub shares jumped 8% on word Amazon is ending its restaurant delivery service. And our “Unicorn of the Day” is Brex as it hits a $2.6B valuation giving credit cards to startups. Learn more about your ad choices. Visit[...]

Suddenly, it happened. Mega Merger Monday. Salesforce acquired Tableau to create the corporate starter kit of software, while Raytheon merged with United Technology to become the #2 player in the defense and weapons industry. And Zoom’s latest earnings report has us jumping into our “Trend of the Day”: Work from Home. Learn more about your ad choices.[...]

The pioneer of social media influencer marketing, Revolve shares surged to become the 2nd best public offering stock performance of 2019 so far. JetBlack is the text-based online concierge club that just revealed key numbers as it takes on Amazon Prime (it’s a Walmart company). And Germany’s chain Aldi opens up shop outside of Walmart’s headquarters as[...]

In its first earnings report since its IPO, Beyond Meat surged as it defends its first-mover advantage. Canadian cannabis icon Cronos is pivoting its CBD efforts to the US. And Barnes & Noble jumped on word it’s about to be acquired. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California[...]

Liquor legend Brown Forman just revealed that fresh tariffs from the EU on American whiskey is costing the Jack Daniels owner $125M per year. Scooter pioneer Bird has a new bike option that’s blatantly targeting “THICs” -- Town-living High Income Car-less people. And GameStop falls 36% because it’s trying out the Barnes & Noble playbook. Learn[...]

Wall Street just had its best day since January, so we explain why (it’s all about The Fed’s focus on something sexy). Spotify whipped up a new app to fix a problem and also take down radio. And fitness-tech mirror Mirror is about to hit a $300M valuation. Learn more about your ad choices. Visit podcastchoices.com/adchoices[...]

Shares of Google and Facebook both fell over 6% on word US regulators have coordinated to take them on. Meanwhile, Apple’s big Worldwide Developers Conference unveiled fresh new iThings. And then private equity firm Blackstone led the biggest private real estate transaction ever -- and became Amazon’s landlord. Learn more about your ad choices. Visit podcastchoices.com/adchoices[...]

In a record settlement of $5M for a parental leave case, JPMorgan’s giving new moms and dads a more equal policy (although the US is still way behind). The fresh US tariffs on Mexico announced Thursday will hit cars, avocados, and Coronas. And a bunch of brands you know aren’t in the hotel business, but they’re opening[...]

In its 1st earnings report as a public company since this month’s IPO, Uber’s earnings report revealed it’s got a problem with 1 word: Growth. Firefly raises $30M and expands to NYC to forever change your cab ads. And Dollar General and Dollar Store stocks are close to all-time highs — And that says a lot[...]

iRobot just unveiled two high-tech robot floor cleaners, but its expansion to non-cleaning things is TBD. Abercrombie & Fitch just axed 3 high-profile flagship stores -- But its stock’s worst day in 2 decades gave us a key insight on retail. And SoFi is raising $500M to expand beyond student loans (and maybe even name a stadium[...]

Farmville-creator Zynga just sold its San Francisco headquarters building for $600M — And it may be better at real estate than video games. We’re jumping into the spy-worthy “corporate theft” stories of how China’s Huawei stole secret intellectual property from US tech. And cigarette companies suffered their worst day in 5 months, but not because[...]

Zuck’s launching a Bitcoin-ish cryptocurrency called GlobalCoin in 2020 so that paying for anything is as easy as messaging. Kontoor is the newly IPO’d company created after Vans-owner VF Brands spun-off its denim icons Wrangler and Lee’s — And it fell on Day #1 of trading. And Snackers asked us to cover Elon Musk’s SpaceX’s big[...]

You’ve heard about Disney+ streaming and Marvel Movies for months — But there’s a big story around its theme parks and its new Star Wars land. Facebook’s 3rd transparency report revealed it’s destroyed 2.2B fake accounts in the last three months. And our “IPO of the Day” is Endeavor, the 121-year-old talent agency behind most of the[...]

A “reverse-engineering specialist” discovered within code in the Uber Eats app plans to release a $9.99/month unlimited food delivery service. Yesterday we told you how the retail-pocalypse is crushing JCPenny — Today we jump into how Target is thriving through it. And Snacks Daily listeners asked us for an update on Boeing... so we’re giving  it[...]

Tesla stock hit a 3-year low this week after one analysts’ aggressive dystopian imagery. Urban Outfitters is trying on its best Rent the Runway impression, whipping out a new clothing rental business to be called Nuuly. And JCPenney’s falls 7% for its uninspiring-ness. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy[...]

Telecom icons T-Mobile and Sprint were supposed to enjoy a $26B merger relationship, but now it may be off — And that halted trading in Sprint stock. Chip-makers like Nvidia and Advanced Micro Devices have fallen 20% the last few months because of one big indirect threat. And Canva is our “Unicorn of the Day”[...]

Amazon made 2 major moves into delivery and shipping by investing in Deliveroo and breaking ground on its own 100-plane airport. Luggage startup Away hit a $1.4B valuation to become our “Brand-icorn of the Day.” And John Deere drops 8% because it’s become a near-perfect illustration of the trade war drama (and Mother Nature). Learn more[...]

There’s a theme to Pinterest’s first ever earnings report: Slowing. TikTok is the Chinese app that just hit 5 straight quarters as the most-downloaded in the app store. And Long Term Stock Exchange is actually a brand new stock exchange with a very particular mission. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy[...]

To get into your weekend calendar, Amex acquired restaurant reservation app Resy to make perks way more Millenniall-y. LaCroix is owned by National Beverage Corp, whose shares fell 7% this week as analysts say it can’t handle new competition. And a major study shows Americans are having a record low number of babies, so we jump[...]

Ralph Lauren shares dropped even though its latest marketing moves are winning Gen Z. Dating app icon Match announced a new coaching hotline to get you to date #2. And the “Free Shipping Wars” of Walmart vs. Amazon were just kicked up a couple notches. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy[...]

Spin studio chain Flywheel has been taken over by one of its investors because it’s losing the fitness wars to tech-focused Peloton bikes. Apple fell on word from the Supreme Court it can be sued over for its App Store monopoly. And as trade war drama dropped markets big, our “Unsexy Companies of the Day”[...]

We hit the floor of the New York Stock Exchange to cover Uber’s IPO for you — Here’s  what we saw. For the first time in over 30 years, luxury design powerhouse LVMH is launching its 1st house from scratch: Rihanna’s Fenty. And the next rounds of tariffs will actually start affecting products in your[...]

The key details you need to know on Uber’s IPO day. Harry’s disrupted the shaving subscription market, and now it’s been acquired by the company it was disrupting. And Party City stock jumped 10% after it finds a solution to the helium problem messing with its balloon sales (seriously). Learn more about your ad choices.[...]

Roku is Netflix’s little cousin and the CFO is just happy the dongle is winning along with Disney. Rent The Runway is opening its biggest store ever in San Francisco, featuring a coworking space and a new target customer. And TripAdvisor’s growth is slowing, but one division is expanding fast: Experiences. Learn more about your[...]

Google’s I/O event day enjoyed protests, AI tech to screen fake calls, and a $399 Pixel phone. General Motors acquired self-driving car startup Cruise when it was worth $1B — Now it’s worth $19B, and wants robotaxis on streets this year. And Crocs shares have nearly doubled in the past year, so we look at why.[...]

The Trade War was supposed to end this week with a peace deal. That’s not looking likely, and we’ll tell you why. Apple’s CEO casually dropped that the company’s bought over 20 startups over the last six months. And super delivery app Rappi just raised $1B from Softbank, making it the biggest Latin American venture investment ever.[...]

The annual Berkshire Hathaway shareholder meeting showcased 88-year-old legendary investor Warren Buffett, so we broke down his 6 hours of one-liner business takeaways. Planet Fitness shares are up 75% in the last year, so we’re focused on its innovative real estate strategy that feeds off the retail-pocalypse. And Dean Foods is America’s biggest dairy company, but[...]

Axon Enterprises is the company behind the taser, and it just awarded its CEO $246M in compensation — So we look in to how it’s set up to incentivize him. Beyond Meat surged 163% on its IPO day. And Wayfair is the biggest online furniture platform whose stock fell 7%, but it’s got a fascinating[...]

With beer sales slowing, Molson Coors is desperately focused on innovation (aka non-alcohol drinks), but shares fell because of its beer battles. Fitbit used to be profitable, now it’s using partnerships to survive. And Royal Caribbean jumped 7% as it realizes it can charge a lot more for cruises. Learn more about your ad choices. Visit[...]

Apple’s earnings report was critical for what it didn’t say, just as much as what it did — And it reveals that Apple’s transformation. Facebook’s F8 event revealed new features (dating and crushes), but the big focus was its app redesign. And Merck’s profits quadrupled because a measles vaccine and a new cancer drug have[...]

Spotify now boasts 100M paying subscribers, so we looked into why it’s still losing so much money (hint: It’s betting on podcasts). Airbnb and Marriott both revealed new services that look a lot like each other (awkward). And PetSmart’s digital brand Chewy.com will IPO thanks to “pet humanization” trends. Learn more about your ad choices. Visit[...]

Plant-based meat innovator Beyond Meat had an awkward investor: The world’s 2nd biggest meat producer, Tyson Foods -- So Beyond Meat kicked it out before its upcoming IPO. Old school cable throwback Comcast is winning even though you cut the cord. And Luminary was supposed to be the future of podcasting, but its 1st week[...]

Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to your daily routine. Walmart has been cooking up a “store of the future” out of its Long Island-based lab, so we checked it out. And post-it note creator 3M’s worst day in 32 years highlights[...]

Ford needs help with electric cars (and help if its electric trucks fail), so it dropped a $500M investment in electric pickup startup Rivian. Domino’s sales slowed because of aggressive DoorDash/UberEats promo codes, but shares jumped 5% because the new CEO knows delivery is its DNA. And Lululemon revealed its 5-year plan, and it’s about[...]

Twitter jumped 16% after focusing on a new metric to make you impressed. Hasbro surged 14% after Play-Doh, Monopoly, and Transformers powered its first sales gain in 6 quarters. And Harley-Davidson stock dipped, while Whirlpool’s rose, but both because of one thing: Tariffs. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at[...]

Tesla’s “Autonomy Investor Day” featured Elon saying he’s “very confident” it’ll have 1 million robo-taxi Teslas by 2020. Online real estate platform Zillow fell 4% on word its “iBuying” feature may not be working as planned. And Luckin’s the freakishly fast-growing tech-focused coffee chain in China now filing for an IPO. Learn more about your[...]

Out of last week’s 8 IPOs, we’re focusing on Zoom — The shockingly profitable tech company with a fascinating CEO. T-Mobile gets into banking with a 4% checking account (it comes with a couple asterisks). And tobacco stocks dropped on a major proposal to up the legal age to 21 – And that’ll cover vaping,[...]

Pepsi rose to an all-time high as advertising’s rescued its soda biz. Wish is reportedly raising $300M to reach an $11B valuation as 2018’s most-downloaded ecommerce app. And you haven’t ridden on Kansas City Southern Railroads, but it just jumped 4% and has a special stake in geopolitics. Learn more about your ad choices. Visit podcastchoices.com/adchoices[...]

Qualcomm shares surged after settling a major court battle with Apple that’ll give it plenty of iPhone $$$. Walmart’s launching a kids clothing subscription box that’s straight out of Stitch Fix’s playbook. And men’s erectile dysfunction startup Ro hit a $500M valuation as it launches a women’s menopausal medicine brand. Learn more about your ad choices.[...]

House Starbucks or House Dunkin’? Panera kicked the fast-food Breakfast Wars up a notch with its focus on coffee. Waste Management’s $5B acquisition highlights the business future of trash. And Gogo in-flight Wi-Fi’s 8% jump shows the company’s biggest potential and its giant challenge. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy[...]

The “Amazon of Africa,” Jumia, surged 75% on its IPO day, but it’s really more of an everything-app for 14 fast-growing African nations. Netflix CEO Reed Hastings is leaving Facebook’s board because things are getting too awkward. And JPMorgan rose 5% as it kicked off earnings season, but we’re more interested in its unique window[...]

Jeff Bezos’ annual letter to Amazon shareholders ripped on eBay and professed love for gut instincts. Keurig Dr. Pepper stock fell 4% because its new K-Cup partnership with Budweiser seems dubious. And insurance startup Lemonade raises $300M with an insurance business model based on you not hating it. Learn more about your ad choices. Visit[...]

Lyft shares have fallen 25% since their first day of trading — And things got worse yesterday because of what Uber revealed. Netflix is partnering with another subscription service for the first time, and this one’s all about comedy. And Delta jumped 2% on more details about (what we’re calling) its two “profit puppies.” Learn[...]

In its first earnings report since its March IPO, Levi’s shares jumped. Under Armour dropped 5% because a single survey showed it’s lost consumer love big-time. And Bank of America just jacked up its minimum wage to $20 an hour — And that says a lot about the current economy. Learn more about your ad[...]

Don’t call it a comeback (but it is a comeback). Your childhood Chuck E. Cheese’s has been revamped by private equity and wants to go public again. AMC jumped 9% on word the latest “Avengers” could have the biggest movie opening ever — And this summer is packed with blockbusters. And General Electric shares fell[...]

Ladies-first dating app Bumble just published a physical magazine as it transitions online to offline. Snapchat stock popped last week after its big move to make video games for non-video-gamers. And the March Jobs Report showed continued economic growth, but we look into one number that’s a real problem. Learn more about your ad choices.[...]

Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine biz for $1.7B to pivot to beer. And Tesla dropped 9% on e-car sales worries (FYI, Elon Musk was busy in court over his tweets). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy[...]

McDonald’s stock hit a record high after its 2nd investment in a week to make its food more tech. Uber’s IPO is coming up, but it’s been busy making NYC’s new congestion tax happen. And Ikea pulls a Rent-The-Runway and announces a furniture subscription service. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy[...]

Elvie raises $42M to scale its “iPod of breast pumps” in a big week for FemTech. Whole Foods (finally) cuts prices today, but it shows how Amazon’s grocery strategy is a mess. And Walgreen’s is officially the worst stock in the Dow yesterday and for all of 2019 after another rough quarter. Learn more about[...]

Nutella’s owner just bought Keebler and a whole bunch of cookies from Kellogg, even though Pringles sales are jumping. Gmail is Google’s secret weapon against Amazon. And Burger King partnered with Impossible Foods to make plant-based burgers mainstream. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice[...]

Lyft popped 8% on IPO day, and it reflects a bigger theme with 2019’s tech IPOs: Profits don’t matter (yet). March 29th was circled for years on calendars — We’ll look at what happens now that it didn’t happen. And Restoration Hardware drops hard even though it’s betting on a unique new-old strategy. Learn more[...]

Lyft’s IPO is today, so we tell you how it got here. Facebook’s facing another lawsuit, this time about its core business model. And the Mets are Movie-passing themselves this baseball season. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lululemon’s sales stretched as the CEO sets gender parity goal. Casper Mattress’ slide deck gets revealed, just as it hits a $1.1B valuation. And Boeing’s proposed a new fix to its faulty 737 Max planes, but Southwest is feeling the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and[...]

Bed Bath & Beyond surged 22% for its best day in a decade, but because investors are having an intervention with management. Cronos’ quarterly sales surged 248%, but there was so much more to the Canadian cannabis company’s earnings report. And the EU just passed the biggest internet regulation yet that may make you have[...]

In 4 minutes, we break down Apple’s hugest product event since the iPhone (it’s all about da bundles). Winnebago’s RV sales dropped 17%, but Millennials are saving camping. And America’s getting its 1st ever 100% fully eSports stadium…in Philly Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy[...]

This is big. MarketSnacks has been acquired by Robinhood, and is now Snacks Daily -- Same digestible financial news, better everything else. Today, we jumped into Pinterest’s IPO filing material to discover they’re all about Millennial moms. Papa John just subbed in Shaq to be its “Pizza Wars” savior. And Tiffany’s falls even as it[...]