Snacks Daily

By Robinhood Financial, LLC

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Category: Investing

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Elodie
 May 14, 2019
snacks helps keep me up to date on what's going on in business /economics. the hosts are personable and easy to listen to. thanks, guys!

Description

<p>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.</p>

Episode Date
Lyft launches car rental — Disney didn’t tell Hasbro about Baby Yoda — Delta is really a credit card
993
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.
Dec 13, 2019
Lulu tries to become Nike — How Saudi Aramco makes $90B in profits/year — Away’s drama arrives
1069
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.
Dec 12, 2019
Vail Resorts’ adds 17 slopes — Yumi’s epic investors — NAFTA is reborn as USMCA
1056
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.
Dec 11, 2019
Airbnb’s investment in the WeWork for housing — Amazon’s JEDI business ethics — The Volker Rule
1103
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.
Dec 10, 2019
Waymo’s robotaxis hit the app store — Otis Elevator spinoff — HipCamp could be Airbnb’s next acquisition
1112
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.
Dec 09, 2019
Rent The Runway hooks up with W Hotels — GM & LG joint venture a battery — Tupperware’s plastic strategy
1023
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.
Dec 06, 2019
Canada Goose’s freezing store — Nintendo’s best week ever — Duolingo hits $1.5B valuation
1120
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.
Dec 05, 2019
Google co-founders retire — Zume robot pizza aims for $4B valuation — Roku’s ratings drama
1054
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.
Dec 04, 2019
Shopify is “The Force” — Jack Dorsey is MIA in Africa — McDonald’s enters the Crispy Chicken Sandwich Wars
1144
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.
Dec 03, 2019
Rename Black Friday — SoulCycle vs. Peloton — Dollar Tree’s 19% stock plummet
1105
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.
Dec 02, 2019
*Live* at Spotify - Part II: Why Spotify is doing podcasts — Our interview with Max Cutler, Founder & MD of podcasts at Spotify
1020
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.
Nov 27, 2019
EBay sells off StubHub for $4B — Uber gets cancelled from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade
1080
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.
Nov 26, 2019
Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey
1069
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.
Nov 25, 2019
*Live* at Spotify - Part I: How we build this (every day)
1226
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.
Nov 22, 2019
Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters
1023
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.
Nov 21, 2019
Warby Parker launches its 2nd product, Microsoft vs. Slack (Microsoft is winning), and Home Depot’s DIY website problems
886
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.
Nov 20, 2019
Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza
983
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.
Nov 19, 2019
Warren Buffett bets on Restoration Hardware, Pinterest is too nice, and Peloton follows Tesla’s playbook
957
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.
Nov 18, 2019
Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all
946
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.
Nov 15, 2019
Google’s checking account, Nike’s breakup with Amazon, and Convoy is our “Unicorn of the Day”
936
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.
Nov 14, 2019
Instagram knocks off TikTok, Alibaba’s $38B day, and Almond milk = Dean Foods’ downfall
918
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.
Nov 13, 2019
Adidas closing US “Speedfactory,” Bumble & Walgreens’ private equity love, and Apple’s potentially iPhone-less AR future
958
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.
Nov 12, 2019
Zillow is flipping houses, CEOs are getting fired, and Party City stock dropped 67% in 1 day
953
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.
Nov 11, 2019
Airbnb’s 7M-home trust pledge, Coke’s new (caffeinated) sparkling water, Toyota’s “muda” hatred
1072
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.
Nov 08, 2019
Uber Eats’ “Browser Billboard” strategy, Kroger’s “Operation Restock,” and Xerox may acquire HP
967
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.
Nov 07, 2019
Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
1038
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.
Nov 06, 2019
Uber lost $543,478 per hour last quarter, Walmart launches alcohol pickup, and Under Armour plummets 18% on sneakers
1111
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.
Nov 05, 2019
Google gets a Fitbit, AIG’s anti-catastrophe quarter, and Quip flips the razor/razorblade model
1014
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.
Nov 04, 2019
Dunkin’s grand slam game plan, Apple’s wearables, and WWE’s 16% stock drop
992
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.
Nov 01, 2019
Twitter bans political ads, Mirror raises $34M, and Fiat Chrysler & Peugeut are mega-merging
962
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.
Oct 31, 2019
Free Prime grocery delivery, GrubHub’s stock falls 43%, and Lockheed Martin’s $34B fighter jet order
920
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.
Oct 30, 2019
Virgin Galactic’s space IPO, Beyond Meat’s 1st ever profit, and Tiffany’s $14.5B acqui-proposal
987
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.
Oct 29, 2019
Budweiser’s US Bud-pocalypse, Airbus is 2019 airplane champ, and Waste Management stock cleans up
1052
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.
Oct 28, 2019
Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama
960
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.
Oct 25, 2019
Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags
971
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.
Oct 24, 2019
WeWork’s bailout, McDonald’s got more money from fewer diners, and Nike & Under Armour’s CEOs are out
1035
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.
Oct 23, 2019
Spotify’s earnings preview, Ford’s Explorer problems, and Destination Maternity’s bankruptcy
1036
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.
Oct 22, 2019
Quibi’s T-Mobile partnership, Powerbar’s IPO, and the Shampoo Wars
935
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.
Oct 21, 2019
Ford-Amazon-VW fix electric “range anxiety,” Venmo launches credit card, and Airbnb’s unprofitability
1020
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.
Oct 18, 2019
Netflix’s 130 seasons of non-english shows, Facebook’s Libra crypto drama, and GM’s 1-month strike is ending
986
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.
Oct 17, 2019
Google kills its VR headset, Schwab’s secret profit puppy, and Emerson Electric’s burn book
957
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.
Oct 16, 2019
The $399 iPhone, SmileDirectClub’s California problem, and Goldman’s WeWork worry
933
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.
Oct 15, 2019
Ghost kitchens are having a moment, the new mini Trade Deal, and Papa is the “grandkids on demand” app
977
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.
Oct 14, 2019
Grammarly hits $1B, Tootsie Roll is 110% in on candy, and Waze becomes Google’s secret weapon
966
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.
Oct 11, 2019
American Airlines’ rough 5 years, Bed Bath & Beyond’s innovative new CEO, and Lithium Ion Batteries’ big week
932
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.
Oct 10, 2019
China vs. the NBA, Domino’s focuses on “carryout” pizza, and One Medical preps to IPO
934
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
Oct 09, 2019
Unilever hates virgin-plastic, Harley’s e-bike isn’t connecting, and Walmart tries to return its ecommerce acquisitions
872
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.
Oct 08, 2019
Zola launches “Honeymoons,” Target adds Disney stores-within-stores, and HP drops 10% because printers are like fax machines
970
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.
Oct 07, 2019
Corona’s hard seltzer, Uber’s new Work app, and Square processes CBD payments
916
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.
Oct 04, 2019
Microsoft’s new “Phonebook”, Chipotle’s anti-breakfast carne asada strategy, and the World Trade Organization’s major decision
994
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.
Oct 03, 2019
Charles Schwab cuts commissions to $0, GoPro’s new moat problem, and Masco recession-proofs itself
892
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.
Oct 02, 2019
Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO
930
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.
Oct 01, 2019
AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever
900
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.
Sep 30, 2019
Interview with Peloton’s Co-Founder
1122
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".
Sep 27, 2019
Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out
1025
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.
Sep 26, 2019
WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call
889
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.
Sep 25, 2019
Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight
1073
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.”
Sep 24, 2019
Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled
971
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.
Sep 23, 2019
Amazon’s epic carbon neutrality pledge, Alphabet’s drone deliver goes live ASAP, and Stripe hits $35B
932
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.”
Sep 20, 2019
Facebook launches a TV device, Corning Glass owns your iPhone screen, and FedEx’s 13% stock drop
989
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.”
Sep 19, 2019
LinkedIn verifies skills, GM’s $100M/day strike, and Shopify’s CBD moves
958
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.
Sep 18, 2019
Netflix splurges on Seinfeld, Amazon’s secretive “A9” algorithm, and Oil’s surge
1071
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.
Sep 17, 2019
Pepsi/Venmo’s “PepCoin” partnership, Walmart’s Grocery Club, and Voyage’s self-driving cars for old people
909
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.
Sep 16, 2019
SmileDirectClub’s great pre-IPO (but bad IPO), Under Armour goes anti-athleisure, and General Electric is selling itself to survive
955
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.
Sep 13, 2019
California re-classifies Uber drivers, Wendy’s breakfast wars loss, and Monster Beverage’s Coke problem
916
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.
Sep 12, 2019
Apple’s iPhone 11 day, Ford’s “junk” credit rating, and Next Door is the anti-Facebook
990
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.
Sep 11, 2019
Uber Freight’s $200M annual allowance, Starbucks’ 1st pick-up only store, and AT&T’s 23-page love/hate letter
992
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.
Sep 10, 2019
Glossier’s growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition
937
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.
Sep 09, 2019
Match drops 5% on Facebook Dating, WeWork’s valuation may get halved, and Slack’s “10M” problem
975
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.”
Sep 06, 2019
Aerie bralettes save American Eagle, Juul’s flavored e-cigs banned in Michigan, and Google’s $170M fine
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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.
Sep 05, 2019
Facebook tests ending the “like” counter, Ulta Beauty’s 30% plummet, and Brexit + Argentina problems
1019
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.
Sep 04, 2019
Walmart gets its M.D., WeWork’s acquires Spacious, and Dollar Tree & Dollar General’s Matrix-like tariff creativity
943
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.
Sep 03, 2019
Amazon gets in with the Yankees, Forever 21’s bankruptcy, and higher minimum wages can save companies money
865
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.
Aug 30, 2019
Peloton’s IPO, Fitbit launches a health subscription, and Amazon Ring partners with police
997
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.
Aug 29, 2019
Costco’s absurd China debut, Smucker’s peanut butter problems, and the cigarette re-merger
860
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.
Aug 28, 2019
Hasbro’s $4B cartoon deal, Fried Chicken’s market-moving moment, and Dish’s 5G future
999
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.
Aug 27, 2019
White Claw murdered beer, Knewz wants to replace Apple News, and the Trade War’s bloodiest day
943
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.
Aug 26, 2019
Dick’s Sporting Goods’ big gun test, Wheels Up is a country club for private jets, and Germany’s negative interest rate opposite day
1015
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.
Aug 23, 2019
WeWork’s IPO is really MeWork, JPM shuts down its cash app, and Waymo opens up its self-driving brain
837
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.
Aug 22, 2019
Apple’s Goldman Sachs card goes live for all, Target’s ‘Gramamble new food brand, and Tesla’s “Jerry Maguire” moment
958
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.
Aug 21, 2019
SmileDirectClub’s IPO, Estée Lauder’s airport makeup passion, and 181 CEOs renew their vows.
996
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.
Aug 20, 2019
Facebook’s new news relationship, sperm startups raise millions, and Roku’s 21% jump makes it streaming king
1089
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.
Aug 09, 2019
Lyft’s 5-star earnings, Sam Adams is not a beer company, and opioid stocks get a penalty price tag
901
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.
Aug 08, 2019
Shake Shack’s 18% surge, Disney’s record year, and IAC — the VC-like public company (indirectly) powering Tinder
814
FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks — Shake Shack popped 18% not just because of a new strategic move, but because its leadership was open to changing its mind. Disney’s earnings hit record revenues, but spent $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.
Aug 07, 2019
Why stocks just plummeted, Tyson’s (real) meat collussion, and Compass is our “Unicorn of the Day”
1002
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.
Aug 06, 2019
Pinterest’s 19% surge, delivery app wars hit a tipping point, and oil’s big day
912
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.
Aug 05, 2019
The trade war hits Defcon iPhone, Kellogg surges (because, snacks), and Canada Goose falls on un-wokeness
882
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.
Aug 02, 2019
Scotts Miracle-Gro’s pot side-hustle, Fitbit’s 14% plummet, and the Fed’s historic decision
872
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.
Aug 01, 2019
Apple is no longer an iPhone company, Under Armour’s 14% stock plummet, and beards break P&G’s Gilette
842
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).
Jul 31, 2019
Beyond Meat’s sophomore slump, Pfizer’s VIP-only drug cabinet, and The Athletic joins the 500 club
887
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.
Jul 30, 2019
LIVE interview from Livongo’s IPO, Apple’s “referee” problem, and the $26B T-Mobile/Sprint deal’s big step
1003
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.
Jul 29, 2019
Amazon’s record profit streak ends, Hershey’s “peanut butter” strategy, and the secret car meeting in California
1004
Snackers, we love you. And we would love to learn more about you — fill out this 2-minute survey to share more about yourself and thoughts on the pod (plus, you could win a $100 Amazon gift card): http://listenerq.com/snacks/ In today's episode, for the past 4 quarters, Amazon set record profits. But not this time — 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.
Jul 26, 2019
Tesla plummets 10%, Dunkin’ democratizes Beyond Meat, and UPS jumps 9% on “do-everything” strategy
1017
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.
Jul 25, 2019
Starbucks selling its mobile app, Hasbro jumps 10% (thanks to The Avengers), and China’s new stock market
944
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.
Jul 24, 2019
Uber’s Prime-ish membership, Apple’s chip acquisition, and GoPuff is our “Unicorn of the Day”
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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.
Jul 23, 2019
Beyond Meat’s partnership-palooza, Boeing’s $8.5B “gate”, and Tinder tries to cut out Google’s app tax
963
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.
Jul 22, 2019
Microsoft’s triple-threat quarter, Skechers’ 12% surge, and iHeartMedia’s back on Wall Street
974
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.
Jul 19, 2019
Netflix's 1st decline, Amazon’s Prime Day records, and Unicorn of the Day: Turo
960
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.
Jul 18, 2019
Apple battles Spotify for podcasts, Domino’s “Volemort-y” 9% drop, and Goldman’s pivot to main street
839
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.
Jul 17, 2019
Chobani’s Greek yogurt strategy, Marriott’s “resort fee” call-out, and Blackstone’s digital “ad-quisition”
876
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.
Jul 16, 2019
Budweiser cancels biggest IPO of 2019, France passes a US tech tax, and Bird’s profitability drama
1026
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.
Jul 15, 2019
Facebook’s crypto vs. the Fed, Lululemon’s 20K-sq-foot mega-store, and why healthcare stocks jumped big
864
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.
Jul 12, 2019
Zoom’s major crisis, prison stocks lose their banks, and Snapchat’s 2nd class of startups
1009
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.
Jul 11, 2019
HBO Max (coming this spring), Pepsi’s Bubly obsession, and Virgin Galactic is going public
834
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.
Jul 10, 2019
Snapchat’s 2 biceps of tech, WeWork’s pre-IPO debt-a-palooza, and the big minimum wage report
896
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.
Jul 09, 2019
Cannabis co-CEO fired by beer board, Walmart’s Jet.com drama, and Lee Iacocca changed cars forever
861
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.
Jul 08, 2019
Tesla goes from “dark orange” to “light yellow,” Calm is our “Unicorn of the Day,” and the 10th birthday of the longest US econ expansion.
832
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.
Jul 03, 2019
Stubhub’s VIP everything for concert tickets, Nike’s women’s sports binge, and Deutsche Bank’s downward spiral
820
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.
Jul 02, 2019
Budweiser acquires Babe / White Girl Rosé, The RealReal surges 45% on its IPO, and Velodyne is the startup making self-driving possible
882
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).
Jul 01, 2019
Bitcoin’s best friend, Amazon is a shipping company, and Superhuman pioneers “luxury email”
826
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.
Jun 28, 2019
Shopify’s customer service game-changer, WeWork acquires Waltz, and General Mills falls on snacks vs. pet food
846
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.
Jun 27, 2019
Google’s “city-within-a-city-of-the-future” milestone, Starbucks and Dunkin’ hit record highs, and BMW’s big electric car/motorcycle moves
943
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.
Jun 26, 2019
“Viagra for Women” gets FDA approval, McDonald’s fresh beef investment pays off, and Caesers gets acquired to create the biggest US casino operator
893
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.
Jun 25, 2019
Amazon’s freaky drone patent, Earth’s biggest cannabis company (Canopy) falls 8%, and Walmart’s $288M “Sorcerer” bribe
989
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.
Jun 24, 2019
Slack is now public, Netflix’s strategic reveal, and Apple’s trade war letter
900
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.
Jun 21, 2019
Grocery Outlet IPOs today, YouTube’s huge change, and Adobe reveals why Silicon Valley loves software
832
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.
Jun 20, 2019
Facebook’s new cryptocurrency, Lululemon’s new #sweatlife selfcare shampoo, and Best Buy’s new FitnessTech strategy
890
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.
Jun 19, 2019
Blue Apron’s reverse split, Domino’s self-driving minivan delivery, and Buzzfeed/VW union drama
908
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.
Jun 18, 2019
Airbnb launches (crazy) “Adventures,” Chewy.com’s 60% IPO surge, and Verizon’s new “never forget” dongle strategy
835
Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new “Adventures” feature lets you book wild trips you probably didn’t realize were possible (because it’s facing competition in every direction). And Verizon launches a piece of hardware to help you not lose anything, but it’s all part of a “switching costs” strategy.
Jun 17, 2019
Quibi’s the #1 disruptor in video, Fiverr surges 90% on IPO day, and HSBC’s Saudi Arabia risk/reward
847
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.
Jun 14, 2019
Fortnite acquires Houseparty, Restoration Hardware’s rebel upscale strategy, and our “Unsexy Industry of the Day” is Crowdstrike’s IPO
882
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.”
Jun 13, 2019
Mary Meeker’s epic “Internet Trends Report”, Grubhub jumps after Amazon Restaurants ends, and Brex hits $2.6B as our “Unicorn of the Day”
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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.
Jun 12, 2019
“Work From Home” is our Trend of the Day, and Mega Merger Monday happened -- Salesforce, Tableau, Raytheon, United Tech
981
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.
Jun 11, 2019
Revolve’s Instagram/fashion IPO, JetBlack concierge takes on Amazon Prime, and Germany’s Aldi fires up the US grocery wars
1048
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.
Jun 10, 2019
Beyond Meat surges after 1st earnings, Cronos cannabis’ 10% surge, and Barnes & Noble is about to be bought
1058
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.
Jun 07, 2019
Jack Daniel’s $125M tariff bill, Bird’s new scooter targets “THICs,” and GameStop’s 36% plummet
955
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.
Jun 06, 2019
Spotify’s new app, Mirror is our “Pre-Unicorn of the Day,” and why markets jumped so much Tuesday
1046
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.
Jun 05, 2019
Regulators hit the Mt. Rushmore of tech, Apple’s WWDC, and the biggest private real estate transaction ever (=$18.7B)
1050
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.
Jun 04, 2019
JPMorgan’s “anti-dad” case sets a record, fresh Mexico tariffs will hurt your Chipotle, and non-hotel companies jump into hotels
914
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.
Jun 03, 2019
Uber’s 1st public earnings report, Firefly is the future of outdoor ads, and Dollar General & Dollar Tree’s epic days
980
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.
May 31, 2019
Abercrombie’s worst day in 20 years, iRobot’s new launch, and SoFi’s stadium move
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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).
May 30, 2019
Zynga is our “Accidental Billionaire of the Day,” Huawei’s 4 spy stories, and tobacco’s terrible day (because of regular unleaded)
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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.
May 29, 2019
Facebook’s “GlobalCoin” launching 2020, Kontoor is the new jeans IPO, and SpaceX’s 60-satellite week
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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.
May 28, 2019
Facebook’s 2.2B fake accounts, Disney’s theme park record, and the “IPO of the Day” is a talent agency
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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.
May 24, 2019
“Uber Eats Pass” gets leaked, Target is retail-pocalypse-proof, and the Boeing update you wanted
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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.
May 23, 2019
Urban Outfitters launches subscription clothing rental. Tesla hits a 3-year low. And JCPenney’s “graceful shrinking”
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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.
May 22, 2019
Sprint/T-Mobile dating drama, chip shares plummet, and Mary Meeker invests in our “Unicorn of the Day”
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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.
May 21, 2019
Away suitcases becomes a “Brand-icorn,” Amazon’s airport and food delivery moves, and John Deere = Trade War
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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).
May 20, 2019
Pinterest’s 1st earnings report, TikTok’s is top downloaded app (again), and a brand new stock exchange is coming to markets
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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.
May 17, 2019
LaCroix sparkling water drops, Amex acquires Resy, and Americans stop having as many babies
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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.
May 16, 2019
Match launches date coaching, Ralph Lauren’s Gen-Z moves, and Walmart’s 1-day free shipping reveal
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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.
May 15, 2019
Peloton takes down Flywheel, Supreme Court says you can sue Apple, and the “Unsexy Companies of the Day”
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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.
May 14, 2019
LIVE from NYSE for Uber’s IPO, Rihanna’s LVMH luxury launch, and how the newest tariffs affect you (they will)
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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.
May 13, 2019
Uber’s IPO day, Harry’s Razors acquired for $1.4B, and Party City surges 10% on helium
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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).
May 10, 2019
Roku’s 8% jump, Rent The Runway’s new mega (co-working) store, and TripAdvisor’s “experiences” bet
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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.
May 09, 2019
Google’s $399 smartphone, Crocs’ comeback, and GM’s robotaxi Cruise snags $1B
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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.
May 08, 2019
Big Trade War update, Apple’s bought 20+ companies in 6 months, and the largest VC investment in Latin America ever
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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.
May 07, 2019
Warren Buffett’s epic annual event, Planet Fitness’ innovative real estate strategy, and almond milk vs. Dean Foods dairy
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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.
May 06, 2019
The Taser CEO gets $246M in stock comp, Beyond Meat surges 163%, and Wayfair drops 7% because you’re expensive
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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.”
May 03, 2019
Molson Coors falls 8% on mid-beer crisis, Royal Caribbean becomes pricing power superhero, and Fitbit is our “Survivor of the Day”
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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.
May 02, 2019
Facebook’s new “FB5” redesign (and dating feature), Apple’s past-dependent business model, and Merck’s profits quadruple
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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.
May 01, 2019
Spotify hits 217M profitless users, Airbnb & Marriott’s twin announcements, and Chewy.com’s “pet humanization” IPO
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Spotify now boasts 100M paying subscribers, so we looked into why it’s still losing so much money (hint: It’s betting on podcasts). Airbnb and Marriott both revealed new services that look a lot like each other (awkward). And PetSmart’s digital brand Chewy.com will IPO thanks to “pet humanization” trends.
Apr 30, 2019
Beyond Meat boots its meat-focused investor, Comcast (shockingly) hits record high, and one startup’s worst 1st week
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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.
Apr 29, 2019
Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87
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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.
Apr 26, 2019
Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”
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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.
Apr 25, 2019
Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama
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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.
Apr 24, 2019
Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US
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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.
Apr 23, 2019
Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”
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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.
Apr 22, 2019
Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)
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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.
Apr 18, 2019
Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand
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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.
Apr 17, 2019
Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%
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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.
Apr 16, 2019
African tech IPO Jumia jumps big, Facebook’s board drama, and JP Morgan jumps 5% as it looks into America’s wallet
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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.
Apr 15, 2019
Amazon throws shade at competitors, Lemonade raises $300M, and Keurig Dr. Pepper falls 4% on cocktail K-Cups
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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.
Apr 12, 2019
Uber doesn’t want its IPO to be like Lyft’s, Netflix’s unprecedented comedy move, and Delta’s 2 “profit puppies”
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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.”
Apr 11, 2019
Levi’s 1st earnings report, Under Armour drops 4%, and Bank of America’s big pay raise
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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.
Apr 10, 2019
“Avengers” powers AMC movie theater stock, Chuck E. Cheese’s plans to go public again, and GE falls because of “the GE whisperer”
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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.
Apr 09, 2019
Bumble launches a physical magazine, Snapchat gets into gaming, and 1 problem in the “perfect” jobs report
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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.
Apr 08, 2019
Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%
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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).
Apr 05, 2019
McDonald’s 2nd investment in a week, Uber’s and NYC’s traffic tax, and Ikea’s new furniture rental service
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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.
Apr 04, 2019
FemTech grabs $42M for breast pumps, Whole Foods finally cuts prices big, and Walgreens drops 12%
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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.
Apr 03, 2019
Burger King launches plant-based Impossible Whoppers, Kellogg’s sells its cookies for $1.3B, and Google’s Gmail turns 15
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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.
Apr 02, 2019
2019’s IPO profit problem, Restoration Hardware plummets 22%, and Brexit’s “big” day
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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.
Apr 01, 2019
Lyft IPOs, Facebook’s ad model gets sued, and the Mets’ Moviepass situation
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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.
Mar 29, 2019
Casper becomes a unicorn, Lululemon surges 11% on Man-leisurewear, and Southwest’s big Boeing problem
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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.
Mar 28, 2019
Bed Bath & Beyond’s “intervention,” Cronos cannabis’s humble-brag, and the new meme-messing internet law in Europe
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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.
Mar 27, 2019
Apple’s biggest day since the iPhone, Winnebago gets Marie Kondo’d, and the 1st eSports stadium
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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
Mar 26, 2019
MarketSnacks acquired, Pinterest’s IPO deets, Papa John signs Shaq, and Tiffany’s falls 5%
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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.
Mar 25, 2019