Snacks Daily

Snacks Daily

By Robinhood Financial, LLC

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.


“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.

Our final Snacks Daily pod before vacation — We return to the mics on Monday, August 17th (we’ll miss ya until then, Snackers). In the meantime, Disney’s earnings underline the pain COVID is inflicted on physical businesses. Take Two’s video games are benefiting from the elusive double sales wave. And Feather is trying to become the Rent The Runway of furniture. $TTWO $DIS
05/08/2018m 41s

“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.

Over the weekend, TikTok learned it might be banned in the US. Actually maybe acquired by Microsoft (or maybe not). We break down the TikTok saga. Levi’s CEO revealed its wild new 5-month gameplan in a world where denim is out. And America’s biggest meat producer, Tyson, just made the boldest CEO hire we’ve ever seen: A Google tech guy.
04/08/2017m 33s

“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.

PayPal hit an all-time high after saying “cash is dead,” but Venmo’s getting all the attention. While the rest of the brew industry douses itself in hard seltzer, Molson Coors figured out how to make beer flourish in the moment. And SiriusXM is a lot like cable TV, but for audio. We hope it doesn’t accept its fate of decline, like cable has.
03/08/2016m 13s

“Apple’s pizza is waaaay too big” — Apple’s 4-1 stock split. P&G stole Sysco's sales. Amazon’s record.

Fresh after hitting Capitol Hill, the Tech Big 4 announced earnings reports (they were epic). We’re focused on Apple’s 5 profit puppies and Amazon’s double-double. Then Procter & Gamble sneaked in with its best quarter in 14 years because one company’s loss is another’s gain. And P&G has tons of MBAs.
31/07/2015m 35s

“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.

Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congressional grilling, maybe ever. Blue Apron whipped up its 1st profit since IPO’ing, but then the stock plummeted 15%. And AMC Movie Theaters just snagged the most important deal in streaming history — it shortens the infamous “75-day window.”
30/07/2017m 31s

“Kodak’s FOMO-ment” — TikTok’s latest Zucking. Lysol’s consulting gig. Kodak’s stock triples.

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.
29/07/2019m 14s

“Apple’s got a Stage 5 Clinger” — Jamf’s IPO. DraftKings Opening Day drama. Ro hits $1.5B

DraftKings shares dropped 6% because baseball just had its first mid-season COVID crisis. Jamf stock has doubled since its IPO because it’s got a single mission: Help your company thrive on Apple devices. And our “Unicorn of the Day” is Ro, whose valuation tripled to $1.5B by evolving beyond cheap direct-to-consumer Viagra to all of healthcare.
28/07/2019m 9s

“Favorite child? It’s hard seltzer” — Boston Beer’s 21% surge. The biggest SPAC ever. No blockbusters in 2020.

Sam Adams owner Boston Beer shockingly doubled profits last quarter, but it’s not thanks to Boston Beer. Disney, Apple, and Netflix have made moves that just killed the summer blockbuster biz. And the biggest Special Purpose Acquisition Company ever just went public, officially making this the “Summer of the SPAC” (fun to say).
27/07/2015m 50s

“You have to be this tall to get in the S&P 500” — Tesla’s profit shocker. Ben & Jerry’s e-ice cream. Microsoft bundle-bullies Slack.

Tesla shares hit a record high on its first ever full year of profit. Microsoft was caught bundle-bullying Slack, which is claaaassic ‘90s Microsoft. And Unilever announced earnings, but we’re focused on (and concerned about) its direct-to-consumer ice cream strategy with Ben & Jerry’s.
24/07/2019m 36s

“Spotify’s not a tech company” — Pfizer’s $2B Operation Warp Speed. Misfit’s ugly veggie $85M. Spotify’s new record label deal.

Pfizer snags a $2B contract to produce 100M COVID-19 vaccines for the US government as part of Operation Warp Speed. Spotify has so many marginal costs, so it just added a new revenue stream to try to offset that. And Misfit just bagged $85M in fresh funding to scale its subscription food box for ugly fruits and veggies.
23/07/2017m 39s

“The Hamilton Musical (for economies)” — Europe’s $2T joint bank account. Starbucks’ free lattes. Coca-Cola’s “new news” stock bump.

Europe just whipped up a $2T stimulus package that looks a lot like what the United states pulled off… in 1790. Starbucks changed its Rewards Program and Wendy’s just launched the 1st ever rewards app for a burger chain. We think the Loyalty Wars are coming. And Coca-Cola jumped 2% after its earnings report because of new news. Ignore old news.
22/07/2019m 10s

“The anti-prenup” — Headspace gets in Snapchat. Fisker pulls an Apple. Google Maps gets Uber money.

To take on its meditation rival, Headspace is partnering with Snapchat in the rare, elusive no-money deal. Electric car startup Fisker just went public, but it’s deciding to act more like Apple than every other car company (including Tesla). And Uber can’t do it all by itself, so its paying tens of millions of dollars to be dependent on Google Maps: It’s one the Silent Servers.
21/07/2018m 15s

“WeWork from the Dead” — WeWork’s profitability (?). Domino’s fortressing strategy. JetBlue & American Airlines colludiness.

Don’t even think about thinking WeWork is gone — the coworking pioneer claims it’ll be thrivingly “profitable” by this time next year. JetBlue and American Airlines have developed a special corona-relationship that basically feels like collusion. And Domino’s revealed its new chicken wings, cauliflower ambitions, and “fortressing” strategy.
20/07/2018m 20s

“@McConaughey... didn’t get hacked” — Twitter’s TBOY hack. Hasbro’s Scrabble app. UnitedHealth’s record (double) profit.

Twitter suffered its biggest hack ever, which could forever change its role as the direct-to-consumer communication platform. Hasbro’s new Scrabble app is causing aggressive drama among Scrabble purists, but the toymaker has learned its lesson from the ‘90s about cannibalization. And UnitedHealth just enjoyed a record $6.6B profit because you paid for health insurance but didn’t use it last quarter.
17/07/2017m 55s

“RZF = Resting Zoom Face” — Zoom launches hardware. Lemonade adds pet insurance. Goldman’s quiet before the storm.

Welcome to Big Bank earnings season, which kicked off with big words from JP Morgan’s Jamie Dimon and is ending with a Goldman Sachs stock surge. Lemonade just launched its 2nd product: Pet insurance. And behold, Zoom from Home your desk’s 2nd monitor that is the closest thing to being in the office.
16/07/2018m 4s

“Ford’s midwestern modesty... problem” — New York Times pivots. Oatly hits $2B. Ford resurrects Bronco.

After 24 years, Ford just brought back the Bronco — but Midwestern modesty can’t win in a Tesla hype world. The New York Times is replacing lost ad revenue with a new plan: Repackage its reporting into great TV and podcasts. And oat milk pioneer Oatly hits a $2B valuation thanks to a fundraise with big-time investors who fully mainstream-ify it.
15/07/2017m 32s

“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.

Earnings season kicks off and it’s (shocker) supposed to be brutal — so we’re looking at the one potential bright spot: Netflix. Pepsi’s soda sales fell, snacks sales surged, and it’s already focusing on a new trend: Cleansing your insides. And with all the drama between the US and China, the big winner is India — which just snagged a $10B check from Google.
14/07/2017m 10s

“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.

$2.5B is a huge amount of money for a fund raise, but it kinda makes sense when that company is Rivian — aka the biggest threat to Tesla yet. Women’s fertility startup Kindbody gets $32M to apply SoulCycle-nomics to egg freezing. And Joe Biden releases his $700B economic package.
13/07/2017m 15s

“Skip medical school. Spend $1B instead” — Walgreens launches 700 doctor’s offices. Rocket Mortgage’s IPO. Kroger’s surprise meat strategy.

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.
10/07/2018m 40s

“I can’t believe it’s not Chunky Monkey” — Perfect Day’s animal-free ice cream, Twitter’s subscription plan. Walmart finally zucks Amazon Prime

Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription… for something. Walmart whips up an anti-Amazon version of Prime called Walmart+, coming this month. And our “Almost Unicorn of the Day” is Perfect Day, which snagged $300M to make milk that’s neither plant-based, nor animal-based. But tastes exactly like milk.
09/07/2018m 55s

“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun’s solar-powered merger. Under Armour’s $475M botched acquisition.

Dunkin’s boldest move yet is cutting out 450 gas station locations because it wants to upscale its brand (fancy coffee). Sunrun is merging the #1 and #2 solar companies because the industry needs a leader. And Under Armour is trying to sell the fitness app it splurged half-a-billion dollars on 5 years ago (it did nothing with it).
08/07/2019m 11s

“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.

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.
07/07/2017m 13s

“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.

Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfair problem with finance. Tesla became Earth’s most valuable car company — and then backed it up that milestone with an awesome report. And Walmart is turning 160 of its parking lots into drive-in movie theaters, but it’s not just about kindness and smiles.
06/07/2017m 59s

“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.

Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constellation just acquired Gary Vaynerchuk’s 1-year-old wine startup because it wants to go direct to consumer. Alibaba’s Freshippo stores make Amazon’s most innovative ecommerce look primitive. And YouTube TV just pulled a move straight outta the cable playbook: Jack up prices. We think the Great Price Reckoning may be coming.
02/07/2018m 50s

“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.

Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber is looking to rebound with Postmates instead. And Netflix will stream $100M of its cash into black community banks to fix the bank desert hole in the financial system. $LULU $UBER $NFLX Here’s a Robinhood Learn article, authored by Nick and Jack (What is an ETF): Here’s Robinhood’s Newsfeed, accessible if you download the Robinhood app and set up an account:
01/07/2018m 4s

“The 2nd Kardash-icorn” — Under Armour’s mega-deal. Facebook is too-big-to-cancel. Coty’s Kardashian investment.

Coty Cosmetics shares popped on word it’s snagging 20% of Kim Kardashian’s beauty brand. Facebook is facing its second ever #DeleteFacebook moment, except this time it’s coming from its most important stakeholder: Advertisers. And Under Armour is trying to cancel the biggest college apparel deal in history. It’s a sign of how far UA has fallen.
30/06/2017m 6s

“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.

The latest major IPO is America’s 3rd largest grocer, but we think Albertsons looks less like a grocery chain and more like a finance company. Ford is redesigning America’s most popular car, and the new F-150 pickup tells us where the truck industry is going. And Big Bank stocks are making big moves like they got the keys to Mom and Dad’s house for the weekend.
29/06/2015m 51s

“When you drink here, you’re family” – Olive Garden’s reopening. Google’s news savior. Slack’s crossborder email crusher.

Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Google’s new news app will completely change the business model for the news industry. And Slack just whipped up an actual email killer. Talk with us about today’s episode on Listen App today at 2:30 pm PT.  Use VIP code “tboy”.
26/06/2016m 44s

“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.

Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with rival Beyond Meat. Gatik’s delivery obsession with “the middle mile” reveals how the shipping industry looks a lot like your golf game. And the recent surge in coronavirus cases highlights how COVID-19 data is economic data. Financial News Curator: Snacks Editor:
25/06/2015m 5s

“Sports-pocalypse 2K20” — EA Sports is in the game. Club Apple’s big day. TJ Maxx’s revenge shopping.

The Apple Worldwide Developer Conference is both a mouthful and Apple’s biggest day of the year, so we break down the stories that matter for you. Since there are no real live sports happening, EA Sports is really “in the game” during COVID-19. And TJ Maxx is enjoying the “revenge shopping” vibes among Americans.
24/06/2017m 26s

“Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.

Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International Space Station. Hey (real name) is trying to fix email forever, but first it’s taking on Apple and its infamous App Tax. And Canva is our “Unicorn of the Day” for hitting $6B while making you look sharp on social media.
23/06/2016m 38s

“Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator.

Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: It’s going after cable’s live sports (and Apple and Google may follow). Airport icon Clear knows you’re not traveling so it’s pulling off its biggest pivot in a decade. And Carmax now has competition from Vroom and Carvana, so we’re looking at differentiation strategies.
22/06/2013m 42s

“No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.

Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonald’s slimmed 100 items off its menu, and it’s loving how the slimmer menu strategy feels. And Carnival’s earnings reveal how it’s surviving in a corona-conomy “pause” for the cruise industry.
19/06/2015m 24s

“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.

Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation it’s historically always crushed — we’re calling it UaaS (“Uber-as-a-Service”).
18/06/2015m 40s

“Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.

You thought Hertz was dead when it went bankrupt last month, but now it’s issuing $500M in new stock — we’re looking at how that’s possible. Apple wants to be both the referee and a player in its App Store, and the implications are huge for the great platforms of tech. And BP thinks its oil is worth $17.5B less than it last told us, so being honest about COVID’s impact on its biz.
17/06/2017m 29s

“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.

iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just whipped up “Project Lighthouse” to fix racism on its platform — We think the entire gig economy could use that.
16/06/2018m 3s

“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.

Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “Photoshop” as a verb, so it just launched a freaky new photo-filtering app. And travel stocks’ latest plummet has made them 2020’s case study in risk/reward.
15/06/2016m 7s

“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.

That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but it’s more focused on its anti-Amazon tactic: customer service. And in 1 day we just saw 2 opposite approaches to doing biz in China — Zoom’s way (censor) and a scrappy podcast startup’s way (don’t-censor).
12/06/2016m 44s

“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.

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.
11/06/2015m 54s

“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.

While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial oppression. And put Millennials and Gen-Z aside for a sec — we just got data on what the little kids are watching (hint, we’re calling them Gen T now).
10/06/2014m 38s

“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech

Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re focused on how e-signatures are just the top of the fun funnel of its true business. And Wahed raised a fresh $25M to scale its shariah-compliant investing product, taking Islami-Fintech to 130 more countries.
09/06/2017m 40s

“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.

Remember eBay? Shares just hit an all-time high, but we think we know how they can keep the mojo going. Germany’s support for electric cars like Volkwagen’s is showing what 21st century investment in infrastructure looks like. And the May Jobs Report pretty much shocked everyone who read it, so we jumped into the little black book of hiring/firing (congrats, dentists).
08/06/2016m 43s

Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.

Don’t call it Zoom — ZoomInfo is the biggest tech IPO of 2020, so we’re looking at why it jumped 70% on its first day of trading. Nikola is trying to take on Tesla, but it’s really a cult stock right now. And American Airlines’ latest data encouraged investors big time, because they love forward-looking data.
05/06/2019m 13s

“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.

The biggest IPO of 2020 is Warner Music, which just surged 20% on Day #1 of trading. Campbell Soup is thinking your corona-conomy soup-binging is (shockingly) here to stay post-virus. And AMC theaters used a moment of honesty to admit it actually may not survive unless movies come back fast.
04/06/2016m 51s

“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.

Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkouts at Facebook reveal how unique the “Zuck-ocracy” governing style of the social network really is. And even though the travel industry is hit the hardest in the corona-conomy, Vacasa is our “Unicorn of the Day” for because it’s just the slightest bit different from Airbnb. $FB, $ADDYY, $TWTR
03/06/2019m 24s

“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.

Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private companies. Zynga just shockingly dropped $1.8B to make the biggest tech acquisition in Turkish history, so we’re looking at how Zynga saved itself in the past years. And Neou just raised money as the “Netflix of fitness,” but we’re thinking it needs a different model for the at-home workout megatrend world.
02/06/2016m 3s

“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.

Williams-Sonoma isn’t just living the pimp yo’ crib megatrend — it’s revealing who’s enjoying it the most. Our “Almost Unicorn Of The Day” is MasterClass, which just hit an $800M valuation, but the fundraise highlighted that virtual reality is missing its moment. And you’re probably not shocked that consumer spending dropped last month, but you should be shocked how much Americans are suddenly saving up.
01/06/2018m 37s

“Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care.

Chipotle’s stock has doubled in the corona-conomy because it’s literally been through its own personal pandemic before. You’ve probably seen the political drama going on between Twitter and the president, but we’re focused on the business side: Why isn’t Twitter’s stock down like 20%? And sports betting apps like DraftKings are living their best life… even though there are no live sports. So we’re looking at how that is humanly possible.
29/05/2016m 33s

“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 boy. Instagram’s latest move to share ad revenue with influencers is the first big Zucking of YouTube. And our “Unicorn of the Day” is Apeel, which hit a billion-dollar valuation (thanks to Oprah money) to be the anti-aging serum for your fruit bowl.
28/05/2017m 41s

“This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge.

Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to space. Amazon is making moves to invest in local news and sports podcasts because it wants to make “The Audio Wars” a thing. And stocks are up as the economy reopens, but this kinda feels like an “umbrella” situation.
27/05/2020m 47s

“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. We found the latest Dongle-gate from Apple — and it means you may have to splurge on AirPods. And HBO Max debuts tomorrow, so we’re looking at how the latest streaming species is more meal than bite.
26/05/2018m 38s

“Step on the scale! Step off the scale.” — Ford Motor’s “reopening.” MakeSpace’s anti-gig-ness. Our 7-question test of the Retail-pocalypse.

Walk on in to the Ford Factory! Actually, don’t — it just closed down right after reopening because a worker tested positive, making it a metaphor for our economic reopening. MakeSpace snagged $55M of VC funding to try to *not* be “the Uber for storage.” And we just finished the biggest week of retail earnings, so we whipped up a 7-question test to determine if companies are winning or losing in the corona-conomy.
22/05/2018m 32s

“Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M.

Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network Clubhouse launched this year and just hit a $100M valuation… with only 1,500 users. And Facebook’s newest product transforms instagram from digital magazine to digital department store (so who got Zuck’d this time?).
21/05/2016m 12s

“Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet.

The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet in the battle for your ears (Joe's now an orchid in Spotify's gated garden). Walmart’s earnings reveal what happens when one business is made “essential” and its competition is deemed “non-essential.” Someone’s going to win the COVID-19 vaccine race — Moderna is the $30B biotech company whose good trial results just excited markets.
20/05/2018m 20s

“The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return.

Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s recession-proof. Startup-obsessed Softbank is the least profitable company in the world right now (cough, WeWork/Uber, cough), so it’s having a tech garage sale. And Detroit’s Big 3 carmakers have re-opened factories, so we’re looking at why that’s the most milestone-y moment of the corona-conomy (FYI, 3M Americans work in auto).
19/05/2018m 19s

“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 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.
18/05/2016m 45s

“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 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.
15/05/2018m 41s

“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). 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 From Home), we’re looking at the publicly-traded companies that are straight-up WFW (Work From Work).
14/05/2017m 57s

“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 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).
13/05/2017m 0s

“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 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 in acquiring AMC movie theaters… so we break down this fantasy acquisition.
12/05/2016m 50s

“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 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 Wall Street (spoiler: totally different).
11/05/2016m 30s

“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 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 while working from home.
08/05/2017m 10s

“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 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.
07/05/2016m 28s

“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 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 month (seriously), so we’re looking at the signs from back in March that this could have happened.
06/05/2016m 54s

“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. 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.
05/05/2019m 23s

“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 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 a fad versus a trend did.
04/05/2018m 33s

“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 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.
01/05/2018m 29s

“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. 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 movie theaters just responded with the most aggressive open letter we’ve ever seen.
30/04/2018m 15s

“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 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 movie industry math forever.
29/04/2016m 51s

“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 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.
28/04/2018m 5s

“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 (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 there are literally no live sports to bet on right now (except Russian table tennis).
27/04/2018m 54s

“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 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 — markets react accordingly.
24/04/2018m 21s

“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 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.
23/04/2018m 26s

“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 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’ve ever covered on Snacks Daily, but its pivot is totally fresh.
22/04/2018m 58s

“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 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 having such a moment right now, Facebook Gaming lets you live stream your Fortnite to Facebook.
21/04/2018m 27s

“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 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 works — and how this went down sounds like a movie script.
20/04/2017m 15s

“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 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 ocean of money.
17/04/2016m 59s

“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 $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,” but we think it’s really “the Spotify of Fitness.”
16/04/2019m 39s

“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 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 up Amazon-trepreneurs.
15/04/2016m 41s

“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 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 and cities could go bankrupt because their own business model is kind of like small businesses.
14/04/2018m 11s

👊 “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 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 always was supposed to do.
13/04/2019m 5s

💁‍♀️ “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 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 2 different situations. The stock market’s recovery could look like a “V”...or a “U”...or an “L” — we’re breaking down all the options alphabetically.
09/04/2018m 53s

🍝 “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 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 — and it’s also whipped up a blueprint for every company’s post-corona-conomy back-to-work plans.
08/04/2017m 57s

🐉 “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 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 from the ‘08 financial crisis to the current one — because he’s the last big bank chief still around from the days of Lehman Brothers.
07/04/2017m 49s

🕹️ “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 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 Data project could help rebrand the whole Big Tech industry.
06/04/2017m 57s

♨️ “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. 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 a collusion deal.
03/04/2017m 59s

🤦 “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 — 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 needs. HBO just made a critical hire for CEO of Warnermedia during the most important month for streaming of the year. And McCormick spices dipped 2% after its earnings because it’s facing what we’re calling the “seesaw situation” in the corona-conomy
02/04/2020m 15s

🤯 “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 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 the strangest timing for a ride-share investment yet.
01/04/2017m 46s

🧟‍♂️ “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 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 may be leading the race-for-a-corona-cure.
31/03/2019m 14s

🧘‍♂️ “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 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 outsider. And Nike’s earnings report reveals a valuable Wall Street strategy: Be a “close talker.”
30/03/2016m 36s

👉 “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 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 living its best life right now, but a surprise report reveals that its profit puppies are getting no love.
27/03/2016m 57s

🤸🏿‍♀️ “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 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 the same exact thing and failed.
26/03/2017m 30s

🍍 “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 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.
25/03/2019m 29s

🍻 “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 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 facing a Robert Frost style “Two Paths” moment: Officials may start weighing the economy vs. human lives.
24/03/2018m 47s

🏚️ “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 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 guests or hosts?
23/03/2018m 29s

😘 “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 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, but that’s more of a problem for its bank.
20/03/2016m 54s

⌨️ “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 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 to treat itself… to more stock… of itself.
19/03/2020m 26s

🧻 “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 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 $1 Trillion stimulus package that completes a policy trifecta.
18/03/2019m 21s

🦠 “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 major tools. To help people figure out testing for COVID-19, Google’s deployed “Project Baseline”, which is like but for disease screening. And private businesses are making “flattening the curve” possible with pro-social distancing policies.
17/03/2017m 46s

#️⃣ “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 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 history and reality of market cycles in the USA.
16/03/2017m 37s

☁️ “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 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 we’re looking at Casper/Brandless/Harry’s/Outdoor Voice’s CAC problem (“customer acquisition cost”).
13/03/2018m 31s

🏋️‍♀️ “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 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” — a workout-guiding app that Peloton has a problem with (because it’s a problem for Peloton).
12/03/2017m 57s

🧵 “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 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 promises a sustainable package future.
11/03/2017m 36s

☎️ “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 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 stop NBC from breaking up financially with Snapchat
10/03/2016m 26s

🤑 “$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 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.
09/03/2018m 25s

🚢 “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 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 its parent company, American Eagle, on its back. #HYHYSD
06/03/2016m 47s

🥫 “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 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 rivals to love its supply chain.
05/03/2016m 33s

🦇 “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. 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 opposite effect that it intended.
04/03/2017m 34s

🤬 “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 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 payments, so it’s launching a way for you to buy food...via Bird.
03/03/2018m 45s

🌯“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 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 biz — just like another elevator company did.
02/03/2017m 35s

🍻“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 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.
28/02/2020m 5s

🏃“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. hits $3B.

TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. 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.
27/02/2018m 32s

“🎢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 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 stadiums.
26/02/2018m 55s

“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 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.
25/02/2016m 40s

“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 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.
24/02/2018m 19s

“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 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.
21/02/2016m 59s

“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 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 it up). And Garmin stock jumps 7% because it’s going places where your iPhone and Apple Watch can’t.
20/02/2018m 16s

“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, 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 as it whips up its first spiked seltzer (did we mention it’s testing a spiked coffee?).
19/02/2016m 47s

“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 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 one-up its rival in the wellness app showdown.
18/02/2017m 46s

“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 $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 and the Pentagon is frozen (and the real winner could be Amazon). Cloud computing is the new oil.
14/02/2015m 24s

“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 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 how First Mover advantage isn’t an advantage.
13/02/2018m 28s

“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 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 getting you coffee without any terminal friction.
12/02/2018m 7s

“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 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.
11/02/2019m 4s

“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 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 them because we’re desperate for a 5G internet network.
10/02/2019m 23s

“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 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.
07/02/2018m 18s

“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 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.
06/02/2017m 55s

“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 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 is getting harvested by BP.
05/02/2020m 18s

“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 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 Coronavirus, so this week we’re looking at who’s benefiting.
04/02/2018m 52s

“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 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.
03/02/2016m 47s

“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, is now paying for. The Bouqs direct-to-consumer flower startup raised $30M because it wants to get invited to your wedding (but seriously).
31/01/2017m 43s

“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 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.
30/01/2020m 0s

“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 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 to sell itself to Apple, Netflix, or the rest of the “Big 6.”
29/01/2017m 43s

“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. 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 hardest and why.
28/01/2017m 38s

“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 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.
27/01/2016m 26s

“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 2020. Google made a minor tweak to with major implications. And our “Half-icorn of the Day” is The Athletic, the digital sports news company that just snagged a $500M valuation.
24/01/2016m 35s

“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 = 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 company — growing chicken thighs in the lab.
23/01/2018m 47s

“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 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 Express shares fell 6% even though it’s sitting on top of 2 trends. Also, we’re flying over to London for the Robinhood launch across the pond — you can sign up to attend our live pod recording on Jan 28th or Jan 29th at
22/01/2018m 52s

“‘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 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 not just going carbon neutral… it’s going carbon negative (mic drop).
21/01/2017m 48s

“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 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 is no longer the only global economic police).
17/01/2016m 39s

“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 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 than plant-based meats.
16/01/2017m 25s

“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 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 BlackRock’s CEO whips up a new mandate: $7T to fight climate change through good, clean, financial pressure.
15/01/2016m 23s

“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 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.
14/01/2018m 26s

“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 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.
13/01/2018m 49s

“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 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.
10/01/2018m 51s

“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 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.
09/01/2018m 15s

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 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 makes sense.
08/01/2017m 41s

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 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 — so why burgers, why now?
07/01/2017m 11s

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 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.
06/01/2018m 1s

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 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.
20/12/1915m 29s

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% 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.
19/12/1916m 35s

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 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 Amazon’s voice activation plans — Part 2 is making money off your Alexa use.
18/12/1918m 35s

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. 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.
17/12/1916m 59s

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 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 1 of the trade deal.
16/12/1916m 15s

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 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 it’s basically a credit car company.
13/12/1916m 33s

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 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 the next Nike.
12/12/1917m 49s

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 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 that Congress, the Senate, and the President are all on board.
11/12/1917m 36s

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 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 sharing his 2 biggest financial lessons.
10/12/1918m 23s

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. 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.
09/12/1918m 32s

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 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 plastic is more sustainable… even though it’s plastic.
06/12/1917m 3s

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 “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 as it teaches you French.
05/12/1918m 40s

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. 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 gave opposite interpretations of its streaming potential.
04/12/1917m 34s

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 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 Wars, but its biggest challenge comes from the inside: Franchisees.
03/12/1919m 4s

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, 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, so we’re looking at how tariffs are about to change everything.
02/12/1918m 25s

*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 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 pod is. Ever.
27/11/1917m 0s

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. 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 was straight out of Game of Thrones.
26/11/1918m 0s

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”. 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.
25/11/1917m 49s

*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 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.
22/11/1920m 26s

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 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 Maxx and Urban Outfitters both reported earnings, but discount prices is helping one and hurting the other.
21/11/1917m 3s

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 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 to strong profits, but it botched one part of the business that relies on Home Depot alone.
20/11/1914m 46s

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 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 their tax cut money.
19/11/1916m 23s

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 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.
18/11/1915m 57s

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% 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 and passwords — it’s service makes you remember just 1.
15/11/1915m 46s

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 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.
14/11/1915m 36s

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. 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) blame Millennials for it.
13/11/1915m 18s

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 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) after its 5-year plan was leaked.
12/11/1915m 58s

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 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 year for CEOs losing/leaving their jobs.
11/11/1915m 53s

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 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 car companies because it hates “muda.” A lot.
08/11/1917m 52s

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 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 three times bigger than it. We’re looking at how that’s possible.
07/11/1916m 7s

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 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 fundraise from a key WeWork investor hasn’t helped.
06/11/1917m 18s

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 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 Amazon on price.
05/11/1918m 31s

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 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 its head.
04/11/1916m 54s

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 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.
01/11/1916m 32s

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 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 biggest car company, because merged car companies live longer.
31/10/1916m 2s

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 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 from the Defense Department.
30/10/1915m 20s

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 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.
29/10/1916m 27s

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 (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.
28/10/1917m 32s

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 crisis. And Barclays pulled the switcheroo on its ATM-in-post-offices plan, ultimately caving to pressure.
25/10/1916m 0s

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 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.
24/10/1916m 11s

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 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 yesterday and their replacements reveal the companies’ growth plans.
23/10/1917m 15s

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 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.
22/10/1917m 16s

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 “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 partnership with T-Mobile to take over your phone screen.
21/10/1915m 35s

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 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.
18/10/1917m 0s

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 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.
17/10/1916m 26s

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 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, but now it’s getting trolled by a hedge fund for owning 8 private jets.
16/10/1915m 57s

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 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 supply chain reveals it could be coming out with a cheaper model because, you know, services.
15/10/1915m 33s

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 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 demand” app.
14/10/1916m 17s

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 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.
11/10/1916m 6s

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 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 batteries because the creation that enabled the tech device you’re reading this on just won a Nobel prize.
10/10/1915m 32s

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 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
09/10/1915m 34s

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 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.
08/10/1914m 32s

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 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 — the $650M startup launches an end-to-end Honeymoon booking service.
07/10/1916m 10s

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 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 has a banking bottleneck.
04/10/1915m 16s

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 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 move during the breakfast wars — focus on dinner and everything the previous CEO wouldn’t do.
03/10/1916m 34s

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 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.
02/10/1914m 52s

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 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.
01/10/1915m 30s

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 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 using DirecTV — but now AT&Tis considering ending the expensive deal.
30/09/1915m 0s

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 how they pitched investors, what drives customer loyalty, and if the stock ticker symbol should’ve been “SWET” or “SPIN” instead of "PTON".
27/09/1918m 42s

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 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.
26/09/1917m 5s

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 wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel its earnings call.
25/09/1914m 49s

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 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 as “clothing as a service.”
24/09/1917m 53s

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 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.
23/09/1916m 11s

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 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 it our “Unicorn of the Day.”
20/09/1915m 32s

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 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 it a “leading indicator.”
19/09/1916m 29s

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 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.
18/09/1915m 58s

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 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 its algorithm with huge implications for your online shopping life.
17/09/1917m 51s

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. 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.
16/09/1915m 9s

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 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 disadvantage: Pensions.
13/09/1915m 55s

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 — 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.
12/09/1915m 16s

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 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 focus on accountability.
11/09/1916m 30s

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 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 investor, and it’s calling for huge change.
10/09/1916m 32s

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 pioneer’s anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four notches.
09/09/1915m 37s

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 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 it IPOs because critics think its IPO paperwork is a “masterpiece of obfuscation.”
06/09/1916m 15s

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. 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 and non-targeted ads.
05/09/1914m 54s

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 “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.
04/09/1916m 59s

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 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.
03/09/1915m 43s

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 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.
30/08/1914m 25s

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 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.
29/08/1916m 37s

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 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 trend is anti-cigarette.
28/08/1914m 20s

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 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 Snacks style.
27/08/1916m 39s

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 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 top skill: aggregation.
26/08/1915m 43s

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 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 so rare.
23/08/1916m 55s

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 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.
22/08/1913m 57s

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 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.
21/08/1915m 58s

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” 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 today.
20/08/1916m 36s

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 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 money pours into fertility — now healthtech is the next wave of Brandicorns.
09/08/1918m 9s

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 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, and we learned a key price tag of the opioid epidemic.
08/08/1915m 1s

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 $100 Amazon gift card): — 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 $3B more money than it made because of acquisitions. And IAC owns a piece of everybody in the human-connecting-human apps industry, including Tinder and Angie’s List.
07/08/1913m 34s

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 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 tech to real estate.
06/08/1916m 42s

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 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.
05/08/1915m 12s

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 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.
02/08/1914m 42s

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 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.
01/08/1914m 32s

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 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 beards).
31/07/1914m 2s

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) 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.
30/07/1914m 47s

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 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”). And the T-Mobile/Sprint deal to create a new telecom giant got a major approval from the DOJ worth diving into.
29/07/1916m 43s

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 share more about yourself and thoughts on the pod (plus, you could win a $100 Amazon gift card): In today's episode, for the past 4 quarters, Amazon set record profits. But not this time — we noticed it has 42 highlights in its report, so we picked highlights of those highlights. Hershey stock rose 2%, but its new strategy is simply repackaging Reese’s. And major car companies got together to chat emissions standards with California in a secret meeting that could affect the entire industry.
26/07/1916m 44s

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. 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.
25/07/1916m 57s

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 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.
24/07/1915m 44s

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 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 to college students nationwide.
23/07/1914m 37s

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, 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.
22/07/1916m 3s

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 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.
19/07/1916m 14s

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 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.
18/07/1916m 0s

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 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 — and we noticed how expensive Goldman’s pivot from Wall Street to Main Street is getting.
17/07/1913m 59s

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 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 ad optimizing startup that’s taking on Google and Facebook’s ad game.
16/07/1914m 36s

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 — 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 debate raging on its profitability problems.
15/07/1917m 6s

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 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 unique industry.
12/07/1914m 24s

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 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 the trends of tomorrow.
11/07/1916m 49s

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 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.
10/07/1913m 54s

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 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 reveals some key insights on the nation’s paycheck policy if everyone made $15/hour.
09/07/1914m 56s

Cannabis co-CEO fired by beer board, Walmart’s 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 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 Iacocca changed the auto industry forever, so we’re looking at his legacy as he passed away.
08/07/1914m 21s

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 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.
03/07/1913m 52s

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 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.
02/07/1913m 40s

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 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,” using an anti-Tesla technology to make self-driving happen for a bunch of key carmakers (and tech giants).
01/07/1914m 42s

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 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.
28/06/1913m 46s

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 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 service.
27/06/1914m 6s

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 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.
26/06/1915m 43s

“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 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 women” just snagged FDA approval, so we look into why the pharmaceutical company’s stock fell.
25/06/1914m 53s

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 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 noticing from the ecommerce icon.
24/06/1916m 29s

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 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 its factories is a key development in the trade war.
21/06/1915m 0s

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 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.
20/06/1913m 52s

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 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 Store for Baby Boomers.
19/06/1914m 50s

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 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.
18/06/1915m 8s

Airbnb launches (crazy) “Adventures,”’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy’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 part of a “switching costs” strategy.
17/06/1913m 55s

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 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 international bank of choice for Saudi Arabia with big risk, and big reward.
14/06/1914m 7s

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 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.”
13/06/1914m 42s

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 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.
12/06/1914m 2s

“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 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.
11/06/1916m 21s

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 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 it adds a new front to the epic US grocery wars.
10/06/1917m 28s

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 Cronos is pivoting its CBD efforts to the US. And Barnes & Noble jumped on word it’s about to be acquired.
07/06/1917m 38s

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 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.
06/06/1915m 55s

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 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.
05/06/1917m 26s

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, 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.
04/06/1917m 30s

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 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 hotels -- So we look at West Elm, Shinola, and LVMH.
03/06/1915m 14s

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 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 about the US.
31/05/1916m 20s

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 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 after itself).
30/05/1916m 5s

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 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 of ecigs and Millennials.
29/05/1916m 38s

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 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 week, so we did. And we loved it.
28/05/1917m 44s

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 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 stars you’re watching.
24/05/1915m 16s

“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. 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 to them.
23/05/1915m 56s

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 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.
22/05/1914m 1s

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 — 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” because it was touched by VC legend Mary Meeker.
21/05/1917m 3s

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 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).
20/05/1917m 17s

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 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.
17/05/1915m 35s

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 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 into the businesses that affects.
16/05/1916m 52s

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 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.
15/05/1915m 34s

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 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” earned some air.
14/05/1916m 3s

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 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 daily life, so we looked at what’s vulnerable.
13/05/1915m 33s

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 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).
10/05/1915m 57s

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 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.
09/05/1915m 51s

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 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.
08/05/1915m 16s

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 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.
07/05/1917m 19s

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 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 the stock is down 62% in 2019 because of alt-milk.
06/05/1916m 26s

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 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 relationship with 80 “house brands.”
03/05/1914m 53s

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 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.
02/05/1916m 40s

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 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 become its profit puppies.
01/05/1914m 48s

Spotify hits 217M profitless users, Airbnb & Marriott’s twin announcements, and’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 on podcasts). Airbnb and Marriott both revealed new services that look a lot like each other (awkward). And PetSmart’s digital brand will IPO thanks to “pet humanization” trends.
30/04/1917m 5s

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 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 went really badly.
29/04/1913m 23s

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 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 what’s wrong with the Dow Jones Industrial Average.
26/04/1915m 42s

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 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 much more than just yoga pants -- it’s a deodorant, shoes, and menswear lifestyle brand.
25/04/1914m 32s

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 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.
24/04/1914m 28s

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 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.
23/04/1916m 23s

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. 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, too.
22/04/1915m 38s

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 $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.
18/04/1915m 23s

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 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.
17/04/1914m 22s

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 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.
16/04/1914m 32s

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 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 into  your wallet.
15/04/1917m 4s

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 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.
12/04/1917m 26s

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 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.”
11/04/1913m 35s

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 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.
10/04/1914m 15s

“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 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 after “the GE whisperer” turned on the conglomerate.
09/04/1914m 9s

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 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.
08/04/1914m 15s

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 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).
05/04/1913m 16s

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 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.
04/04/1913m 25s

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 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.
03/04/1914m 18s

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 is Google’s secret weapon against Amazon. And Burger King partnered with Impossible Foods to make plant-based burgers mainstream.
02/04/1913m 28s

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 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.
01/04/1915m 33s

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 core business model. And the Mets are Movie-passing themselves this baseball season.
29/03/1914m 47s

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 a $1.1B valuation. And Boeing’s proposed a new fix to its faulty 737 Max planes, but Southwest is feeling the pain.
28/03/1912m 27s

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 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 to come up with your own original humor.
27/03/1913m 58s

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 sales dropped 17%, but Millennials are saving camping. And America’s getting its 1st ever 100% fully eSports stadium…in Philly
26/03/1915m 13s

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 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 adds Lady Gaga to its fresh new line.
25/03/1913m 43s
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