Digestible financial news. Get smarter fast with an entertaining breakdown of our top 3 business stories in 15 minutes. Pairs perfectly with your commute, workout, or morning oatmeal ritual. Hosted by Jack Kramer and Nick Martell.
May 29, 2020 “Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.
Chipotle’s stock has doubled in the corona-conomy because it’s literally been through its own personal pandemic before. You’ve probably seen …May 28, 2020 “A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.
Zoox had the biggest ambitions in mobility: self-driving, electric, robo-taxis. But now it may sell out to become Amazon’s delivery …May 27, 2020 “This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.
Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to space. Amazon …May 26, 2020 “Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.
The mythical Millennial pure-play stock: Elf Cosmetics’ stock jumped 16% on word it figured out how to beat the corona-conomy. …May 22, 2020 “Step on the scale! Step off the scale.” — Ford Motor’s “reopening.” MakeSpace’s anti-gig-ness. Our 7-question test of the Retail-pocalypse.
Walk on in to the Ford Factory! Actually, don’t — it just closed down right after reopening because a worker …May 21, 2020 “Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M.
Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network …May 20, 2020 “Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.
The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet in the battle …May 19, 2020 “The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return.
Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s …May 18, 2020 “GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.
Facebook needs to spice up its messaging game, so it’s splurging $400M to control your gif game: Buying Giphy. McDonald’s …May 15, 2020 “Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment
Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be …May 14, 2020 “Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.
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). …May 13, 2020 “Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.
New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on word Uber …May 12, 2020 “Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon …May 11, 2020 “How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.
Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal how Tinder has fallen …May 8, 2020 “Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how …May 7, 2020 “Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.
Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meat’s goods are so …May 6, 2020 “A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.
Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming …May 5, 2020 “J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.
Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. …May 4, 2020 “COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.
Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret …May 1, 2020 “Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.
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 …April 30, 2020 “Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.
We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. …April 29, 2020 “The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app …April 28, 2020 “Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.
All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen …April 27, 2020 “Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.
If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program …April 24, 2020 “A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.
Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we …April 23, 2020 “Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.
Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s …April 22, 2020 “Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.
Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out …April 21, 2020 “Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel …April 20, 2020 “Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.
The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like …April 17, 2020 “Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can stay focused …April 16, 2020 “Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their …April 15, 2020 “Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming …April 14, 2020 “Dunkin’s not a land-lord — it’s a Brand-lord” — Google/Apple’s superhero team-up. States acting like companies. Dunkin’s franchise bet.
In the world of fast food, Dunkin’ is 100% focused on a franchise business model — a strength and a …April 13, 2020 👊 “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.
We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of …April 9, 2020 💁♀️ “Airbnb can’t sit at Slack’s lunch table” — Away’s humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slack’s debt drama.
Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need their suitcases), but the …April 8, 2020 🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.
Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy. The Olive Garden …April 7, 2020 🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.
Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking …April 6, 2020 🕹️ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.
WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because …April 3, 2020 ♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.
China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. …April 2, 2020 🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.
Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break — …April 1, 2020 🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.
We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the …March 31, 2020 🧟♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and …March 30, 2020 🧘♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.
It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its …March 27, 2020 👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.
Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers — 3.3M …March 26, 2020 🤸🏿♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.
Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into …March 25, 2020 🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.
Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation …March 24, 2020 🍻 “Corona's $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isn’t happening, so …March 23, 2020 🏚️ “What’s the refund policy on Airbnb’s IPO promise?” — Movie theaters get cut out. Airbnb’s host/guest hate. 5 “Corona-conomy” trends are accelerating.
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with …March 20, 2020 😘 “Netflix just got asked to chill” — Netflix’s ad-free moment. Ford’s anti-treat-yo-self strategy. Uber surges 38%.
Even though ride-hailing has plummeted in the corona-conomy, Uber’s CEO announced the company has $10B of cash, food delivery, and …March 19, 2020 ⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.
While it looks like nearly every stock has fallen, Walmart shares just hit a record high — we repeat: Record …March 18, 2020 🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so we’re wondering who may buy …March 17, 2020 🦠 “Google would like your health data now, please” — Lulu, Nike, and Under Armour’s leadership. The Fed’s last bazooka. Google’s COVID-19 moment.
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday — but it’s already used up its …March 16, 2020 #️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.
Despite your work-from-home lifestyle right now, office IM’ing service Slack announced a quarter that didn’t live up to expectations, because …March 13, 2020 ☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.
The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from the government didn’t …March 12, 2020 🏋️♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.
Another wild market drop has us officially in a “bear market”, and there’s chatter about a bailouts, so we’re looking …March 11, 2020 🧵 “The Stitch hit peak Fix” — Dick’s bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.
Dick’s Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CEO’s values. Stitch …March 10, 2020 ☎️ “Flick the ol’ Circuit Breaker” — Why the market (literally) stopped for 15 minutes. NBC’s Snapchat breakup. Oil’s worst day since ‘91.
First we learned that Russia and Saudi Arabia are in a fight about oil markets — it’s caused the biggest …March 9, 2020 🤑 “$1.75B (and Quibi hasn’t even launched yet)” — Spindrift’s $70M seltzer water. Burlington Coat Factory’s anti-ecommerce. Quibi’s starting lineup.
Burlington Coat Factory is going against the trend in retail: it’s ending its ecommerce to focus on physical stores. Mobile …March 6, 2020 🚢 “3 cruise disasters. 3 months.” — Carnival’s stock drama. Aerie underwear surge. GM’s big car battery.
Carnival Cruises’ has a hat trick of profit-crushing drama — but we found the perfect analogy for the travel industry’s …March 5, 2020 🥫 “Frankly this is a trend that many did not think was possible” — Campbell Soup’s shocking rebound. United Health pops 11%. H&M’s supply biz.
Campbell Soup shares jumped 9% because even the CEO was shocked that soup is making a comeback. United Health didn’t …March 4, 2020 🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.
Alphabet’s self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time as it adds 5 new godparents. …March 3, 2020 🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.
Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role …March 2, 2020 🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.
Context is king, so we’re looking at the market’s decline last week — the worst since the financial crisis. Chipotle …Feb. 28, 2020 🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.
Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused on how Bud Light is losing …Feb. 27, 2020 🏃“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’s self-driving car startup that just …Feb. 26, 2020 “🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.
Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t necessarily the right …Feb. 25, 2020 “Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.
The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M …Feb. 24, 2020 “We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.
Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug …Feb. 21, 2020 “We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.
Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’s Secret split from its L …Feb. 20, 2020 “Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.
We’ve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet …Feb. 19, 2020 “We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.
Walmart’s earnings report wasn’t anything special, but we think it’s latest moves to buy up startups, suck out their innovation, …Feb. 18, 2020 “It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.
The 3 major marijuana producers have had a tough year, but Canopy Growth’s latest earnings powered pot stocks up thanks …Feb. 14, 2020 “Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.
Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fresh shares to raise …Feb. 13, 2020 “Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.
Facebook has added a new addition to its army of information regulators for the election year, but we’re looking at …Feb. 12, 2020 “Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.
Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a dead wireless …Feb. 11, 2020 “Burger King is jealous of Popeye’s fried chicken-palooza” — Brandless shuts down. Coronavirus’ lenders. Popeye’s power earnings.
Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’s chicken-powered quarter that’s getting all …Feb. 10, 2020 “Warner Music is Venture Capital for musicians” — Uber’s profit shocker. Ericsson/Nokia 5G awkwardness. Warner Music’s IPO.
Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word …Feb. 7, 2020 “Dunkin’ stealthily went fancy” — WWE’s XFL problem. Twitter’s record surge. Dunkin’s premium coffee strategy.
Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling …Feb. 6, 2020 “By that math, Instagram is worth $150B” — Chipotle’s Taco Bell-ification. Instagram owns Facebook. Spotify’s acquires the Ringer
Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s …Feb. 5, 2020 “Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies …Feb. 4, 2020 “YouTube sells more ads than ABC/NBC/FOX… combined” — Harry’s razors acquisition gets sued. Coronavirus-benefiting companies. Alphabet’s YouTube surprise.
Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the company disclosed financial info …Feb. 3, 2020 “One Medical is the Equinox of doctors” — Nike’s olympics shoes. Pinterest’s makeup feature. One Medical pops 47% IPO pop.
Shares of One Medical jumped 47% because it’s trying to make you love doctor’s appointments. Nike’s freakishly performance-enhancing shoe just …Jan. 31, 2020 “Juul’s Darth Vader moment” — Amazon surges 10%. The Bouqs raises $30M for wedding flowers. Altria devalues Juul e-cigarettes (again).
Juul was supposed to save the world from smoking, but it made a critical decision that its new owner, Altria, …Jan. 30, 2020 “Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.
Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation after an investment …Jan. 29, 2020 “Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.
Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look …Jan. 28, 2020 “WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.
Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork… which just sold off that stake. …Jan. 27, 2020 “Eaze is cannabis’ bubblish-moment” — Intel stock reaches 2000 levels. The man who coined “disruption.” Eaze pot delivery has problems.
The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its highest point since the first …Jan. 24, 2020 “Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.
Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in …Jan. 23, 2020 “Cell-Based Meats disrupting Plant-Based Meats” — Memphis Meats raises $161M. Delta shares $1.6B of profits. GM launches a true robocar.
Delta unveiled the biggest corporate bonus plan ever, so we’re looking at its Return On Investment strategy (Happy flight attendants …Jan. 22, 2020 “Amazon is turning your palmprint into a credit card” — Amazon’s new payment method. Uber’s “name your own price.” PetMed Express’ aging dogs.
Amazon is pursuing a new feature to sell to retail stores to take on Apple Pay — We’re talking “pay …Jan. 21, 2020 “‘Mealkitting’ never became a verb” — HelloFresh vs Blue Apron. Signet Jewelers’ 40% surge — Microsoft pulls a Sierra Club
We’ve got a new #1 in the US meal kit market — HelloFresh is beating Blue Apron (even though mealkitting …Jan. 17, 2020 “Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet
Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s …Jan. 16, 2020 “Baby Yoda is Build-a-Bear’s Rudy moment” — Build-A-Bear jumps 14%. Califia Farms’ fund raise. Phase 1 trade deal
We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed …Jan. 15, 2020 “Half of America has a Chase account” — JP Morgan’s record profit. Visa acquires Plaid. BlackRock fights climate
It’s big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which …Jan. 14, 2020 “Casper is the Peloton of Slumber, not the Nike of Sleep” — Casper’s IPO. 23andMe’s transition. Primo Water’s acquisition.
We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress …Jan. 13, 2020 “Sweetgreen is the most innovative company in food” — Hershey. Quibi. Sweetgreen
Quibi raises (another) $400M to create a new “era” (their words) beyond video streaming. Sweetgreen gets a profile in the …Jan. 10, 2020 “Verizon's ‘pros before cos’ problem” — Wine tariffs, Softbank layoffs, and Verizon
Verizon whips up a new pricing model for its cable TV, but it’s basically creating subscripturation in our lives. Softbank …Jan. 9, 2020 “These delivery apps are like mafia families” — Grubhub, Spotify, and Tough Mudder
We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s …Jan. 8, 2020 Tesla, the #1 most valuable US car company (ever) — Goldman transparentizes — Impossible creates plant-based pork (and drops McD’s)
Impossible Foods is adding plant-based sausage — but rival Beyond Meat’s stock jumped 10%. Goldman Sachs’ stock has barely budged …Jan. 7, 2020 SmileDirectClub goes to Walmart — Taco Bell’s owner devours hamburger chain — The taser creator could split in 2
SmileDirectClub abandoned its direct-to-consumer ways to launch in Walmart stores, but it’s missing one big thing: Its core product. Taser-inventor …Jan. 6, 2020 Snapchat buys the “Cameos” company — One Medical’s IPO moves — Apple’s 2020 HomeKit mantra
Aaaand we’re back. While you were unwrapping gifts, Snapchat treated itself to an augmented reality startup that makes the hilarious …Dec. 20, 2019 Last pod of 2019: Our 3 bold wishes for 2020
In our last pod of 2019 (we’re taking a 2-week break until Monday, January 6th), we’re going digestibly bold: Our …Dec. 19, 2019 Ikea’s tech pivot — FedEx’s ‘horrific’ profits — Flavors & Fragrances plant-based merger
Ikea’s always been focused on furniture, now it aims to democratize smart furniture (but it needs help). FedEx plummeted 10% …Dec. 18, 2019 Oprah’s 9-city Weight Watchers tour — Boeing’s worst year ever — Alexa’s profit pivot
Weight Watchers tried to turn itself around the last couple years by adding Oprah to the board, but now she’s …Dec. 17, 2019 H&M’s “Moneyball” strategy — Intel’s $2B AI acquisition — Sprout Social’s social-ish IPO
H&M has spent 2 years trying to burn fewer clothes (literally), and an 11% sales rebound shows it’s finally working. …Dec. 16, 2019 The Spirit Airline-ification of cars — Pandora’s talking ads — and the Phase I trade deal
V-commerce — aka “voice commerce” has new momentum after online radio Pandora tests ads that let you talk back. Car …Dec. 13, 2019 Lyft launches car rental — Disney didn’t tell Hasbro about Baby Yoda — Delta is really a credit card
If you noticed that Avis shares plunged, that’s because Lyft just whipped up a car rental service. The hero of …Dec. 12, 2019 Lulu tries to become Nike — How Saudi Aramco makes $90B in profits/year — Away’s drama arrives
Oil legend Saudi Aramco is the most valuable company in the world and it just IPO’d, but how does it …Dec. 11, 2019 Vail Resorts’ adds 17 slopes — Yumi’s epic investors — NAFTA is reborn as USMCA
Just in time for your first turns, Vail Resorts’ earnings gave insights on where you should ski — and highlighted …Dec. 10, 2019 Airbnb’s investment in the WeWork for housing — Amazon’s JEDI business ethics — The Volker Rule
Yesterday we broke down why Airbnb shouldn’t acquire a competitor — now they just took the first step in acquiring …Dec. 9, 2019 Waymo’s robotaxis hit the app store — Otis Elevator spinoff — HipCamp could be Airbnb’s next acquisition
Alphabet’s self-driving car company, Waymo, just took a big step towards real robotaxis — an app for the general public. …Dec. 6, 2019 Rent The Runway hooks up with W Hotels — GM & LG joint venture a battery — Tupperware’s plastic strategy
Rent the Runway partnered up with W Hotels so you don’t have to pack clothes for vacation. GM and LG …Dec. 5, 2019 Canada Goose’s freezing store — Nintendo’s best week ever — Duolingo hits $1.5B valuation
Absurdly expensive coat designer Canada Goose just opened up a store that literally snows inside — “experiential retail” is now …Dec. 4, 2019 Google co-founders retire — Zume robot pizza aims for $4B valuation — Roku’s ratings drama
Google’s legendary co-founders are stepping down effective immediately, but it’s probably because Google’s had its most controversial year in ever. …Dec. 3, 2019 Shopify is “The Force” — Jack Dorsey is MIA in Africa — McDonald’s enters the Crispy Chicken Sandwich Wars
Cyber Monday set a record as the biggest online shopping day in US history — but the real winner this …Dec. 2, 2019 Rename Black Friday — SoulCycle vs. Peloton — Dollar Tree’s 19% stock plummet
Black Friday in-store shopping actually fell from last year — but purchases made on smartphones and with in-store pickup dominated, …Nov. 27, 2019 *Live* at Spotify - Part II: Why Spotify is doing podcasts — Our interview with Max Cutler, Founder & MD of podcasts at Spotify
The 2nd half of our Snacks recording live from Spotify. We sit down with Max Cutler, the Founder & MD …Nov. 26, 2019 EBay sells off StubHub for $4B — Uber gets cancelled from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade
Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. …Nov. 25, 2019 Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey
Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. …Nov. 22, 2019 *Live* at Spotify - Part I: How we build this (every day)
Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our …Nov. 21, 2019 Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters
Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan …Nov. 20, 2019 Warby Parker launches its 2nd product, Microsoft vs. Slack (Microsoft is winning), and Home Depot’s DIY website problems
Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct …Nov. 19, 2019 Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza
Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it …Nov. 18, 2019 Warren Buffett bets on Restoration Hardware, Pinterest is too nice, and Peloton follows Tesla’s playbook
Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway… and it’s totally not …Nov. 15, 2019 Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all
Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% …Nov. 14, 2019 Google’s checking account, Nike’s breakup with Amazon, and Convoy is our “Unicorn of the Day”
Google plans to launch a checking account, another sign that Big Tech wants to understand your daily spending. Nike decided …Nov. 13, 2019 Instagram knocks off TikTok, Alibaba’s $38B day, and Almond milk = Dean Foods’ downfall
TikTok set a record for app downloads, so Facebook just decided to knock it off with a new Instagram feature. …Nov. 12, 2019 Adidas closing US “Speedfactory,” Bumble & Walgreens’ private equity love, and Apple’s potentially iPhone-less AR future
Adidas tried to update its manufacturing with a fancy new “speedfactory,” but now it’s relocating them out of the US …Nov. 11, 2019 Zillow is flipping houses, CEOs are getting fired, and Party City stock dropped 67% in 1 day
Party City’s stock dropped 67% after a brutal Halloween and helium crisis, so we’re looking at what issues it can …Nov. 8, 2019 Airbnb’s 7M-home trust pledge, Coke’s new (caffeinated) sparkling water, Toyota’s “muda” hatred
Airbnb’s suffering a sudden trust crisis so it’s responding proactively(ish) with a bold move: Verifying all 7 million of its …Nov. 7, 2019 Uber Eats’ “Browser Billboard” strategy, Kroger’s “Operation Restock,” and Xerox may acquire HP
An Uber Eats job posting revealed that it’s further monetizing the food delivery app by sticking ads into the search …Nov. 6, 2019 Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked …Nov. 5, 2019 Uber lost $543,478 per hour last quarter, Walmart launches alcohol pickup, and Under Armour plummets 18% on sneakers
Uber lost a shocking $1.2B last quarter, but now it’s hoping/planning to hit profitability in 2021 (same as Lyft). Under …Nov. 4, 2019 Google gets a Fitbit, AIG’s anti-catastrophe quarter, and Quip flips the razor/razorblade model
Remember when we mentioned Google could acquire Fitbit last Friday? It did. So we’re looking to understand why Google’s paying …Nov. 1, 2019 Dunkin’s grand slam game plan, Apple’s wearables, and WWE’s 16% stock drop
Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food …Oct. 31, 2019 Twitter bans political ads, Mirror raises $34M, and Fiat Chrysler & Peugeut are mega-merging
Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror …Oct. 30, 2019 Free Prime grocery delivery, GrubHub’s stock falls 43%, and Lockheed Martin’s $34B fighter jet order
We just realized today’s Snacks has a delivery theme. GrubHub stock lost nearly half its value because the CEO thinks …Oct. 29, 2019 Virgin Galactic’s space IPO, Beyond Meat’s 1st ever profit, and Tiffany’s $14.5B acqui-proposal
Sir Richard Branson’s Virgin Galactic just became the first ever space tourism IPO, but investors don’t have anything to compare …Oct. 28, 2019 Budweiser’s US Bud-pocalypse, Airbus is 2019 airplane champ, and Waste Management stock cleans up
Shares of Bud-owner AB InBev plummeted 11% on word it’s losing beer market share (fast), so it’s betting big on …Oct. 25, 2019 Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama
Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad …Oct. 24, 2019 Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags
Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money …Oct. 23, 2019 WeWork’s bailout, McDonald’s got more money from fewer diners, and Nike & Under Armour’s CEOs are out
Without its IPO, WeWork was about to run out of cash in weeks — now it’s signed a bailout deal …Oct. 22, 2019 Spotify’s earnings preview, Ford’s Explorer problems, and Destination Maternity’s bankruptcy
Spotify’s earnings are next week, so we’re previewing how they’re making money (and the unique global strategy). Ford’s kinda dependent …Oct. 21, 2019 Quibi’s T-Mobile partnership, Powerbar’s IPO, and the Shampoo Wars
The owner of PowerBar jumped after its IPO, so we’re looking into its “convenient nutrition” strategy that it boasts as …Oct. 18, 2019 Ford-Amazon-VW fix electric “range anxiety,” Venmo launches credit card, and Airbnb’s unprofitability
Airbnb’s financial info was leaked, revealing that it’s splurging big on marketing. Ford just teamed up with Amazon and Volkswagen …Oct. 17, 2019 Netflix’s 130 seasons of non-english shows, Facebook’s Libra crypto drama, and GM’s 1-month strike is ending
Even though everyone’s launching a streaming service, Netflix surged after its latest earnings report. Facebook’s global cryptocurrency project, Libra, keeps …Oct. 16, 2019 Google kills its VR headset, Schwab’s secret profit puppy, and Emerson Electric’s burn book
At Google’s product day in New York, the focus should’ve been on what it took away (a VR headset) not …Oct. 15, 2019 The $399 iPhone, SmileDirectClub’s California problem, and Goldman’s WeWork worry
SmileDirectClub has become the worst performing IPO of 2019, but fell another 13% Monday after a new California law was …Oct. 14, 2019 Ghost kitchens are having a moment, the new mini Trade Deal, and Papa is the “grandkids on demand” app
Rachael Ray and GrubHub just teamed up. Uber Eats launched one last week. We’re looking at the “trend of the …Oct. 11, 2019 Grammarly hits $1B, Tootsie Roll is 110% in on candy, and Waze becomes Google’s secret weapon
Your other map go-to, Waze, is owned by Google’s parent, Alphabet, and it’s the company’s potential future profit puppy. Tootsie …Oct. 10, 2019 American Airlines’ rough 5 years, Bed Bath & Beyond’s innovative new CEO, and Lithium Ion Batteries’ big week
Bed Bath & Beyond stock is down over 80% in the last 5 years, but it just snagged a new …Oct. 9, 2019 China vs. the NBA, Domino’s focuses on “carryout” pizza, and One Medical preps to IPO
Domino’s already fights in the Pizza Wars and Delivery Wars — now it’s focused on takeout (they prefer “carryout”) to …Oct. 8, 2019 Unilever hates virgin-plastic, Harley’s e-bike isn’t connecting, and Walmart tries to return its ecommerce acquisitions
The owner of Ben & Jerry’s, Unilever is making an epic sustainability pledge: cut 400K tons of virgin plastic per …Oct. 7, 2019 Zola launches “Honeymoons,” Target adds Disney stores-within-stores, and HP drops 10% because printers are like fax machines
Target is pulling a Best Buy — it’s adding Disney stores within its own stores (and it kind of looks …Oct. 4, 2019 Corona’s hard seltzer, Uber’s new Work app, and Square processes CBD payments
Liquor legend Constellation brands fell 6% even though it’s launching 4 flavors of a new spiked seltzer to save its …Oct. 3, 2019 Microsoft’s new “Phonebook”, Chipotle’s anti-breakfast carne asada strategy, and the World Trade Organization’s major decision
Don’t call it a phone — Microsoft just cooked up a 2-part foldable phone that creates a whole new product …Oct. 2, 2019 Charles Schwab cuts commissions to $0, GoPro’s new moat problem, and Masco recession-proofs itself
GoPro unveiled a couple pre-holiday cameras, but the move reveals how much it’s lost its moat. Charles Schwab announced it’s …Oct. 1, 2019 Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO
Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy …Sept. 30, 2019 AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever
Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is …Sept. 27, 2019 Interview with Peloton’s Co-Founder
Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about …Sept. 26, 2019 Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out
Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released …Sept. 25, 2019 WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call
After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys …Sept. 24, 2019 Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight
Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the …Sept. 23, 2019 Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled
J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is …Sept. 20, 2019 Amazon’s epic carbon neutrality pledge, Alphabet’s drone deliver goes live ASAP, and Stripe hits $35B
Bezos kicked things up a notch by announcing a carbon neutrality pledge for Amazon that shockingly even beats the Paris …Sept. 19, 2019 Facebook launches a TV device, Corning Glass owns your iPhone screen, and FedEx’s 13% stock drop
Facebook just announced a $149 Portal TV device to let you video chat while binge TV-watching. Corning Glass is located …Sept. 18, 2019 LinkedIn verifies skills, GM’s $100M/day strike, and Shopify’s CBD moves
LinkedIn just revealed a new “skills” feature that we consider its most strategic move since Microsoft acquired it. General Motors …Sept. 17, 2019 Netflix splurges on Seinfeld, Amazon’s secretive “A9” algorithm, and Oil’s surge
Oil prices just surged after an attack in Saudi Arabia, so we break down why it’s not as big a …Sept. 16, 2019 Pepsi/Venmo’s “PepCoin” partnership, Walmart’s Grocery Club, and Voyage’s self-driving cars for old people
Pepsi and Venmo teamed up for a spending partnership they’re calling “PepCoin” — it highlights the behavioral challenges of Fintech. …Sept. 13, 2019 SmileDirectClub’s great pre-IPO (but bad IPO), Under Armour goes anti-athleisure, and General Electric is selling itself to survive
SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a …Sept. 12, 2019 California re-classifies Uber drivers, Wendy’s breakfast wars loss, and Monster Beverage’s Coke problem
Wendy’s is trying to jump into the fast food breakfast wars, but shares fell 10% because it’s too late — …Sept. 11, 2019 Apple’s iPhone 11 day, Ford’s “junk” credit rating, and Next Door is the anti-Facebook
Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused …Sept. 10, 2019 Uber Freight’s $200M annual allowance, Starbucks’ 1st pick-up only store, and AT&T’s 23-page love/hate letter
Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will …Sept. 9, 2019 Glossier’s growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition
Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature …Sept. 6, 2019 Match drops 5% on Facebook Dating, WeWork’s valuation may get halved, and Slack’s “10M” problem
Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already …Sept. 5, 2019 Aerie bralettes save American Eagle, Juul’s flavored e-cigs banned in Michigan, and Google’s $170M fine
While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. …Sept. 4, 2019 Facebook tests ending the “like” counter, Ulta Beauty’s 30% plummet, and Brexit + Argentina problems
A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a …Sept. 3, 2019 Walmart gets its M.D., WeWork’s acquires Spacious, and Dollar Tree & Dollar General’s Matrix-like tariff creativity
WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a …Aug. 30, 2019 Amazon gets in with the Yankees, Forever 21’s bankruptcy, and higher minimum wages can save companies money
The Disney merging with Fox saga is officially over now that Disney sold YES Network… partially to Amazon. Forever 21 …Aug. 29, 2019 Peloton’s IPO, Fitbit launches a health subscription, and Amazon Ring partners with police
Peloton’s IPO — we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants …Aug. 28, 2019 Costco’s absurd China debut, Smucker’s peanut butter problems, and the cigarette re-merger
Costco just opened up its first physical store in China and the reaction was huge (the store had to close …Aug. 27, 2019 Hasbro’s $4B cartoon deal, Fried Chicken’s market-moving moment, and Dish’s 5G future
First Popeye’s and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat …Aug. 26, 2019 White Claw murdered beer, Knewz wants to replace Apple News, and the Trade War’s bloodiest day
Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got …Aug. 23, 2019 Dick’s Sporting Goods’ big gun test, Wheels Up is a country club for private jets, and Germany’s negative interest rate opposite day
Dick’s pulled a classic tool out of its belt: A/B Testing. Our “Unicorn of the Day” is Wheels Up, which …Aug. 22, 2019 WeWork’s IPO is really MeWork, JPM shuts down its cash app, and Waymo opens up its self-driving brain
We dove into WeWork’s IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but it’s a …Aug. 21, 2019 Apple’s Goldman Sachs card goes live for all, Target’s ‘Gramamble new food brand, and Tesla’s “Jerry Maguire” moment
Apple’s card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its …Aug. 20, 2019 SmileDirectClub’s IPO, Estée Lauder’s airport makeup passion, and 181 CEOs renew their vows.
Makeup legend Estée Lauder jumped 13% after its earnings report, but we were most interested in its “travel retail channel” …Aug. 9, 2019 Facebook’s new news relationship, sperm startups raise millions, and Roku’s 21% jump makes it streaming king
Our last Snacks episode until Tuesday 8/20 (we're off for a week for Jack's wedding). Facebook’s had a rocky relationship …Aug. 8, 2019 Lyft’s 5-star earnings, Sam Adams is not a beer company, and opioid stocks get a penalty price tag
Lyft jumped after its huge loss wasn’t as bad as expected — but we found two other stories with a …Aug. 7, 2019 Shake Shack’s 18% surge, Disney’s record year, and IAC — the VC-like public company (indirectly) powering Tinder
FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a …Aug. 6, 2019 Why stocks just plummeted, Tyson’s (real) meat collussion, and Compass is our “Unicorn of the Day”
Worst. Day. Of. The. Year. The trade war just opened up a fresh new front: the currency battles. Meat giant …Aug. 5, 2019 Pinterest’s 19% surge, delivery app wars hit a tipping point, and oil’s big day
Pinterest is defining itself as the most positive, happy, feel-good social media app — and usage is jumping. Delivery apps …Aug. 2, 2019 The trade war hits Defcon iPhone, Kellogg surges (because, snacks), and Canada Goose falls on un-wokeness
Kellogg enjoyed its best day in two decades even though cereal sales are struggling big. Canada Goose removed a single …Aug. 1, 2019 Scotts Miracle-Gro’s pot side-hustle, Fitbit’s 14% plummet, and the Fed’s historic decision
Turns out lawn phenom Scotts Miracle-Gro has been enjoying a sales boost by equipping cannabis producers to grow indoors. Fitbit …July 31, 2019 Apple is no longer an iPhone company, Under Armour’s 14% stock plummet, and beards break P&G’s Gilette
Turns out Apple is no longer an iPhone company after releasing its latest quarterly earnings report. Under Armour hasn’t embraced …July 30, 2019 Beyond Meat’s sophomore slump, Pfizer’s VIP-only drug cabinet, and The Athletic joins the 500 club
A new drug company hath been born — Pfizer is merging its portfolio of off-patent drugs (like Viagra and Lipitor) …July 29, 2019 LIVE interview from Livongo’s IPO, Apple’s “referee” problem, and the $26B T-Mobile/Sprint deal’s big step
We were live from the floor of Nasdaq’s opening bell ceremony at Livongo IPO’s — so we sat down to …July 26, 2019 Amazon’s record profit streak ends, Hershey’s “peanut butter” strategy, and the secret car meeting in California
Snackers, we love you. And we would love to learn more about you — fill out this 2-minute survey to …July 25, 2019 Tesla plummets 10%, Dunkin’ democratizes Beyond Meat, and UPS jumps 9% on “do-everything” strategy
With another huge day of earnings, Tesla fell 10% because one of its top cars is cannibalizing sales of another. …July 24, 2019 Starbucks selling its mobile app, Hasbro jumps 10% (thanks to The Avengers), and China’s new stock market
Forget coffee. Starbucks made a strategic tech investment so it can start licensing out its successful mobile app technology and …July 23, 2019 Uber’s Prime-ish membership, Apple’s chip acquisition, and GoPuff is our “Unicorn of the Day”
Uber is launching a pilot in SF and Chicago for a membership program that combines all its services for one …July 22, 2019 Beyond Meat’s partnership-palooza, Boeing’s $8.5B “gate”, and Tinder tries to cut out Google’s app tax
Beyond Meat is bouncing back after 2 big partnership deals — online and offline. You’re constantly hearing about Boeing’s issues, …July 19, 2019 Microsoft’s triple-threat quarter, Skechers’ 12% surge, and iHeartMedia’s back on Wall Street
Microsoft remains the world’s biggest publicly-traded company, so we jumped into the big question no one understands these days: How …July 18, 2019 Netflix's 1st decline, Amazon’s Prime Day records, and Unicorn of the Day: Turo
The 2-day Amazon Prime Day just ended, so we jump into the “flywheel effect” that powers it. Netflix shares plummeted …July 17, 2019 Apple battles Spotify for podcasts, Domino’s “Volemort-y” 9% drop, and Goldman’s pivot to main street
A report revealed that Apple wants to jump deeper into podcasts by signing exclusive deals with podcast creators sent Spotify …July 16, 2019 Chobani’s Greek yogurt strategy, Marriott’s “resort fee” call-out, and Blackstone’s digital “ad-quisition”
Chobani whipped up a new line of nut butter Greek yogurts — The Greek yogurt industry is struggling, but Chobani …July 15, 2019 Budweiser cancels biggest IPO of 2019, France passes a US tech tax, and Bird’s profitability drama
Earth’s biggest brew-glomerate, Budweiser-owner AB InBev, was planning the biggest IPO of the year by spinning off its Asia unit …July 12, 2019 Facebook’s crypto vs. the Fed, Lululemon’s 20K-sq-foot mega-store, and why healthcare stocks jumped big
Fed Chairman Jerry Powell was visiting Congress — So he shared his thoughts on Facebook’s planned cryptocurrency (that may have …July 11, 2019 Zoom’s major crisis, prison stocks lose their banks, and Snapchat’s 2nd class of startups
Conference call icon Zoom made your webcam vulnerable to snooping, and the flaw got discovered in a dramatic way. SunTrust …July 10, 2019 HBO Max (coming this spring), Pepsi’s Bubly obsession, and Virgin Galactic is going public
Pepsi’s earnings report seemed normal, until we noticed its CEO’s passion for the future of its sparkling water strategy. AT&T …July 9, 2019 Snapchat’s 2 biceps of tech, WeWork’s pre-IPO debt-a-palooza, and the big minimum wage report
So far in 2019, Snap’s stock is up 160% — we’re looking at the 2 biceps of tech powering that …July 8, 2019 Cannabis co-CEO fired by beer board, Walmart’s Jet.com drama, and Lee Iacocca changed cars forever
Canopy Growth is the world’s largest cannabis company and it suddenly fired its co-CEO — but it looks like Corona …July 3, 2019 Tesla goes from “dark orange” to “light yellow,” Calm is our “Unicorn of the Day,” and the 10th birthday of the longest US econ expansion.
Tesla didn’t report earnings – it reported its car deliveries, and the record numbers boosted the stock 7%. Meditation app …July 2, 2019 Stubhub’s VIP everything for concert tickets, Nike’s women’s sports binge, and Deutsche Bank’s downward spiral
Stubhub is treating customers who spend $10k to VIP tailgates, VIP perks, and VIP customer service. The women’s national team …July 1, 2019 Budweiser acquires Babe / White Girl Rosé, The RealReal surges 45% on its IPO, and Velodyne is the startup making self-driving possible
With beer sales falling, Budweiser’s parent company AB InBev acquires the maker of Babe canned rosé and White Girl Rosé …June 28, 2019 Bitcoin’s best friend, Amazon is a shipping company, and Superhuman pioneers “luxury email”
While Bitcoin is rising, we looked at Advanced Micro Devices (AMD), which is the “shovel” to Bitcoin’s “mining.” A crazy …June 27, 2019 Shopify’s customer service game-changer, WeWork acquires Waltz, and General Mills falls on snacks vs. pet food
We noticed WeWork is on an acquisition tear, and it just strategically added Waltz to its list. General Mills shares …June 26, 2019 Google’s “city-within-a-city-of-the-future” milestone, Starbucks and Dunkin’ hit record highs, and BMW’s big electric car/motorcycle moves
Coffee stocks Starbucks and Dunkin’ are up to record highs this year because they’re both pursuing 4 specific strategies. BMW …June 25, 2019 “Viagra for Women” gets FDA approval, McDonald’s fresh beef investment pays off, and Caesers gets acquired to create the biggest US casino operator
McDonald’s Quarter Pounder was launched with fresh beef a year ago — and that just propelled McD’s to its first …June 24, 2019 Amazon’s freaky drone patent, Earth’s biggest cannabis company (Canopy) falls 8%, and Walmart’s $288M “Sorcerer” bribe
Canada’s Canopy Growth is the biggest cannabis producer in the world, but its latest numbers reveal it may have a …June 21, 2019 Slack is now public, Netflix’s strategic reveal, and Apple’s trade war letter
Slack shares jumped 49% on their first day of trading, so we jumped into the company that thinks it’ll replace …June 20, 2019 Grocery Outlet IPOs today, YouTube’s huge change, and Adobe reveals why Silicon Valley loves software
Grocery Outlet’s “WOW!” IPO (listen to the pod — you’ll see what we mean) is the convergence of two major …June 19, 2019 Facebook’s new cryptocurrency, Lululemon’s new #sweatlife selfcare shampoo, and Best Buy’s new FitnessTech strategy
Facebook unveiled details of its new cryptocurrency, Libra (aka “ZuckBucks”), so we jump into the key details you need to …June 18, 2019 Blue Apron’s reverse split, Domino’s self-driving minivan delivery, and Buzzfeed/VW union drama
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 …June 17, 2019 Airbnb launches (crazy) “Adventures,” Chewy.com’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy
Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new …June 14, 2019 Quibi’s the #1 disruptor in video, Fiverr surges 90% on IPO day, and HSBC’s Saudi Arabia risk/reward
Startup Quibi is launching as a fully mobile streaming app with $1B in funding, and we just got more details …June 13, 2019 Fortnite acquires Houseparty, Restoration Hardware’s rebel upscale strategy, and our “Unsexy Industry of the Day” is Crowdstrike’s IPO
Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming …June 12, 2019 Mary Meeker’s epic “Internet Trends Report”, Grubhub jumps after Amazon Restaurants ends, and Brex hits $2.6B as our “Unicorn of the Day”
Mary Meeker dropped her annual 333-slide Internet Trends Report, so we pulled out 3 keys for you. Grubhub shares jumped …June 11, 2019 “Work From Home” is our Trend of the Day, and Mega Merger Monday happened -- Salesforce, Tableau, Raytheon, United Tech
Suddenly, it happened. Mega Merger Monday. Salesforce acquired Tableau to create the corporate starter kit of software, while Raytheon merged …June 10, 2019 Revolve’s Instagram/fashion IPO, JetBlack concierge takes on Amazon Prime, and Germany’s Aldi fires up the US grocery wars
The pioneer of social media influencer marketing, Revolve shares surged to become the 2nd best public offering stock performance of …June 7, 2019 Beyond Meat surges after 1st earnings, Cronos cannabis’ 10% surge, and Barnes & Noble is about to be bought
In its first earnings report since its IPO, Beyond Meat surged as it defends its first-mover advantage. Canadian cannabis icon …June 6, 2019 Jack Daniel’s $125M tariff bill, Bird’s new scooter targets “THICs,” and GameStop’s 36% plummet
Liquor legend Brown Forman just revealed that fresh tariffs from the EU on American whiskey is costing the Jack Daniels …June 5, 2019 Spotify’s new app, Mirror is our “Pre-Unicorn of the Day,” and why markets jumped so much Tuesday
Wall Street just had its best day since January, so we explain why (it’s all about The Fed’s focus on …June 4, 2019 Regulators hit the Mt. Rushmore of tech, Apple’s WWDC, and the biggest private real estate transaction ever (=$18.7B)
Shares of Google and Facebook both fell over 6% on word US regulators have coordinated to take them on. Meanwhile, …June 3, 2019 JPMorgan’s “anti-dad” case sets a record, fresh Mexico tariffs will hurt your Chipotle, and non-hotel companies jump into hotels
In a record settlement of $5M for a parental leave case, JPMorgan’s giving new moms and dads a more equal …May 31, 2019 Uber’s 1st public earnings report, Firefly is the future of outdoor ads, and Dollar General & Dollar Tree’s epic days
In its 1st earnings report as a public company since this month’s IPO, Uber’s earnings report revealed it’s got a …May 30, 2019 Abercrombie’s worst day in 20 years, iRobot’s new launch, and SoFi’s stadium move
iRobot just unveiled two high-tech robot floor cleaners, but its expansion to non-cleaning things is TBD. Abercrombie & Fitch just …May 29, 2019 Zynga is our “Accidental Billionaire of the Day,” Huawei’s 4 spy stories, and tobacco’s terrible day (because of regular unleaded)
Farmville-creator Zynga just sold its San Francisco headquarters building for $600M — And it may be better at real estate …May 28, 2019 Facebook’s “GlobalCoin” launching 2020, Kontoor is the new jeans IPO, and SpaceX’s 60-satellite week
Zuck’s launching a Bitcoin-ish cryptocurrency called GlobalCoin in 2020 so that paying for anything is as easy as messaging. Kontoor …May 24, 2019 Facebook’s 2.2B fake accounts, Disney’s theme park record, and the “IPO of the Day” is a talent agency
You’ve heard about Disney+ streaming and Marvel Movies for months — But there’s a big story around its theme parks …May 23, 2019 “Uber Eats Pass” gets leaked, Target is retail-pocalypse-proof, and the Boeing update you wanted
A “reverse-engineering specialist” discovered within code in the Uber Eats app plans to release a $9.99/month unlimited food delivery service. …May 22, 2019 Urban Outfitters launches subscription clothing rental. Tesla hits a 3-year low. And JCPenney’s “graceful shrinking”
Tesla stock hit a 3-year low this week after one analysts’ aggressive dystopian imagery. Urban Outfitters is trying on its …May 21, 2019 Sprint/T-Mobile dating drama, chip shares plummet, and Mary Meeker invests in our “Unicorn of the Day”
Telecom icons T-Mobile and Sprint were supposed to enjoy a $26B merger relationship, but now it may be off — …May 20, 2019 Away suitcases becomes a “Brand-icorn,” Amazon’s airport and food delivery moves, and John Deere = Trade War
Amazon made 2 major moves into delivery and shipping by investing in Deliveroo and breaking ground on its own 100-plane …May 17, 2019 Pinterest’s 1st earnings report, TikTok’s is top downloaded app (again), and a brand new stock exchange is coming to markets
There’s a theme to Pinterest’s first ever earnings report: Slowing. TikTok is the Chinese app that just hit 5 straight …May 16, 2019 LaCroix sparkling water drops, Amex acquires Resy, and Americans stop having as many babies
To get into your weekend calendar, Amex acquired restaurant reservation app Resy to make perks way more Millenniall-y. LaCroix is …May 15, 2019 Match launches date coaching, Ralph Lauren’s Gen-Z moves, and Walmart’s 1-day free shipping reveal
Ralph Lauren shares dropped even though its latest marketing moves are winning Gen Z. Dating app icon Match announced a …May 14, 2019 Peloton takes down Flywheel, Supreme Court says you can sue Apple, and the “Unsexy Companies of the Day”
Spin studio chain Flywheel has been taken over by one of its investors because it’s losing the fitness wars to …May 13, 2019 LIVE from NYSE for Uber’s IPO, Rihanna’s LVMH luxury launch, and how the newest tariffs affect you (they will)
We hit the floor of the New York Stock Exchange to cover Uber’s IPO for you — Here’s what we …May 10, 2019 Uber’s IPO day, Harry’s Razors acquired for $1.4B, and Party City surges 10% on helium
The key details you need to know on Uber’s IPO day. Harry’s disrupted the shaving subscription market, and now it’s …May 9, 2019 Roku’s 8% jump, Rent The Runway’s new mega (co-working) store, and TripAdvisor’s “experiences” bet
Roku is Netflix’s little cousin and the CFO is just happy the dongle is winning along with Disney. Rent The …May 8, 2019 Google’s $399 smartphone, Crocs’ comeback, and GM’s robotaxi Cruise snags $1B
Google’s I/O event day enjoyed protests, AI tech to screen fake calls, and a $399 Pixel phone. General Motors acquired …May 7, 2019 Big Trade War update, Apple’s bought 20+ companies in 6 months, and the largest VC investment in Latin America ever
The Trade War was supposed to end this week with a peace deal. That’s not looking likely, and we’ll tell …May 6, 2019 Warren Buffett’s epic annual event, Planet Fitness’ innovative real estate strategy, and almond milk vs. Dean Foods dairy
The annual Berkshire Hathaway shareholder meeting showcased 88-year-old legendary investor Warren Buffett, so we broke down his 6 hours of …May 3, 2019 The Taser CEO gets $246M in stock comp, Beyond Meat surges 163%, and Wayfair drops 7% because you’re expensive
Axon Enterprises is the company behind the taser, and it just awarded its CEO $246M in compensation — So we …May 2, 2019 Molson Coors falls 8% on mid-beer crisis, Royal Caribbean becomes pricing power superhero, and Fitbit is our “Survivor of the Day”
With beer sales slowing, Molson Coors is desperately focused on innovation (aka non-alcohol drinks), but shares fell because of its …May 1, 2019 Facebook’s new “FB5” redesign (and dating feature), Apple’s past-dependent business model, and Merck’s profits quadruple
Apple’s earnings report was critical for what it didn’t say, just as much as what it did — And it …April 30, 2019 Spotify hits 217M profitless users, Airbnb & Marriott’s twin announcements, and Chewy.com’s “pet humanization” IPO
Spotify now boasts 100M paying subscribers, so we looked into why it’s still losing so much money (hint: It’s betting …April 29, 2019 Beyond Meat boots its meat-focused investor, Comcast (shockingly) hits record high, and one startup’s worst 1st week
Plant-based meat innovator Beyond Meat had an awkward investor: The world’s 2nd biggest meat producer, Tyson Foods -- So Beyond …April 26, 2019 Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87
Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to …April 25, 2019 Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”
Ford needs help with electric cars (and help if its electric trucks fail), so it dropped a $500M investment in …April 24, 2019 Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama
Twitter jumped 16% after focusing on a new metric to make you impressed. Hasbro surged 14% after Play-Doh, Monopoly, and …April 23, 2019 Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US
Tesla’s “Autonomy Investor Day” featured Elon saying he’s “very confident” it’ll have 1 million robo-taxi Teslas by 2020. Online real …April 22, 2019 Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”
Out of last week’s 8 IPOs, we’re focusing on Zoom — The shockingly profitable tech company with a fascinating CEO. …April 18, 2019 Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)
Pepsi rose to an all-time high as advertising’s rescued its soda biz. Wish is reportedly raising $300M to reach an …April 17, 2019 Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand
Qualcomm shares surged after settling a major court battle with Apple that’ll give it plenty of iPhone $$$. Walmart’s launching …April 16, 2019 Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%
House Starbucks or House Dunkin’? Panera kicked the fast-food Breakfast Wars up a notch with its focus on coffee. Waste …April 15, 2019 African tech IPO Jumia jumps big, Facebook’s board drama, and JP Morgan jumps 5% as it looks into America’s wallet
The “Amazon of Africa,” Jumia, surged 75% on its IPO day, but it’s really more of an everything-app for 14 …April 12, 2019 Amazon throws shade at competitors, Lemonade raises $300M, and Keurig Dr. Pepper falls 4% on cocktail K-Cups
Jeff Bezos’ annual letter to Amazon shareholders ripped on eBay and professed love for gut instincts. Keurig Dr. Pepper stock …April 11, 2019 Uber doesn’t want its IPO to be like Lyft’s, Netflix’s unprecedented comedy move, and Delta’s 2 “profit puppies”
Lyft shares have fallen 25% since their first day of trading — And things got worse yesterday because of what …April 10, 2019 Levi’s 1st earnings report, Under Armour drops 4%, and Bank of America’s big pay raise
In its first earnings report since its March IPO, Levi’s shares jumped. Under Armour dropped 5% because a single survey …April 9, 2019 “Avengers” powers AMC movie theater stock, Chuck E. Cheese’s plans to go public again, and GE falls because of “the GE whisperer”
Don’t call it a comeback (but it is a comeback). Your childhood Chuck E. Cheese’s has been revamped by private …April 8, 2019 Bumble launches a physical magazine, Snapchat gets into gaming, and 1 problem in the “perfect” jobs report
Ladies-first dating app Bumble just published a physical magazine as it transitions online to offline. Snapchat stock popped last week …April 5, 2019 Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%
Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine …April 4, 2019 McDonald’s 2nd investment in a week, Uber’s and NYC’s traffic tax, and Ikea’s new furniture rental service
McDonald’s stock hit a record high after its 2nd investment in a week to make its food more tech. Uber’s …April 3, 2019 FemTech grabs $42M for breast pumps, Whole Foods finally cuts prices big, and Walgreens drops 12%
Elvie raises $42M to scale its “iPod of breast pumps” in a big week for FemTech. Whole Foods (finally) cuts …April 2, 2019 Burger King launches plant-based Impossible Whoppers, Kellogg’s sells its cookies for $1.3B, and Google’s Gmail turns 15
Nutella’s owner just bought Keebler and a whole bunch of cookies from Kellogg, even though Pringles sales are jumping. Gmail …April 1, 2019 2019’s IPO profit problem, Restoration Hardware plummets 22%, and Brexit’s “big” day
Lyft popped 8% on IPO day, and it reflects a bigger theme with 2019’s tech IPOs: Profits don’t matter (yet). …March 29, 2019 Lyft IPOs, Facebook’s ad model gets sued, and the Mets’ Moviepass situation
Lyft’s IPO is today, so we tell you how it got here. Facebook’s facing another lawsuit, this time about its …March 28, 2019 Casper becomes a unicorn, Lululemon surges 11% on Man-leisurewear, and Southwest’s big Boeing problem
Lululemon’s sales stretched as the CEO sets gender parity goal. Casper Mattress’ slide deck gets revealed, just as it hits …March 27, 2019 Bed Bath & Beyond’s “intervention,” Cronos cannabis’s humble-brag, and the new meme-messing internet law in Europe
Bed Bath & Beyond surged 22% for its best day in a decade, but because investors are having an intervention …March 26, 2019 Apple’s biggest day since the iPhone, Winnebago gets Marie Kondo’d, and the 1st eSports stadium
In 4 minutes, we break down Apple’s hugest product event since the iPhone (it’s all about da bundles). Winnebago’s RV …March 25, 2019 MarketSnacks acquired, Pinterest’s IPO deets, Papa John signs Shaq, and Tiffany’s falls 5%
This is big. MarketSnacks has been acquired by Robinhood, and is now Snacks Daily -- Same digestible financial news, better …