The Best One Yet
🧸 “Teddy Bear, so hot right now” — Ralph Lauren’s new logo. Hot Ones’ $82M deal. Marriott’s glamping bet.
Mon, 16 Dec 2024
Ralph Lauren is the shining star of American luxury… because they traded out logos.Hot Ones, the chicken wing interview show, sold for $82M… it’s a changing of the guard in media.And Marriott just acquired a chain of glamping cabins… because the mountains are calling, and I must invest.Plus, holiday office parties are going away. Frank from Finance is devastated.$RL $BZFD $MARSubscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.—-----------------------------------------------------GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chapter 1: What is the significance of Ralph Lauren's new teddy bear logo?
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For our third and final story, Marriott just made a big bet on glamping by acquiring postcard cabins. Here's what Marriott's thinking. What are they thinking? The mountains are calling, and I must invest. All right, well, Jack, let's start with an origin story. Ten years ago, two guys dreamed of having a place in the woods where they could escape the city.
And those two guys, they built six little cabins and plopped them in the woods north of Boston. Just north of Boston. Ha ha ha! It was glamping. It was glamping. Basically, these cabins offered the same experience as camping, but with a roof, a toilet, hot water, a shower, and probably an electric down comforter. I could get used to this.
They called their company Postcard, and they now got 29 locations with 1,200 cabins. All 1,200 of those cabins are surrounded by trees in the forest. Ideally with a view, ideally with some nearby water you can swim in. Now, interestingly, they have a specific growth strategy for this company, Postcard Cabin. Each cabin must be within a two-hour drive of a major metropolitan area.
So these cabins are like in the Hudson Valley outside New York. They're not in central Montana, seven hours away from another city. And now the world's largest hotel chain is heading into the great outdoors. Yes. Almost. Here's the news. Marriott just acquired postcard cabins. It's their biggest bet yet on glamping. And here's the key.
Marriott sees glampers as having more in common with a typical hotel guest than with a camper. Yeah, because glampers are not a BYO toilet paper crowd, are they, Jack? People who book a hotel with postcard cabins are paying basically the same price as for a hotel room. The dress code is Patagonia Puffer Jacket. Full disclosure, this is Nick. And glamping's more my style on this, Jack.
I had a bad experience once, but it turned out the heater was working. On your electric down comforter. Yeah, I just didn't know how to turn it on. Story for another pod. He asked the park ranger to save him because his electric down comforter wasn't warm enough. We're not welcome down in that part of California now, Jack. I just want to point that out.
Either way, Yetis, Marriott, they noticed this glamping trend that started with the pandemic, and they just referenced it as being a continuing trend. Here's what they said related to the acquisition of postcard cabins. Guests are increasingly interested in nature-immersive travel. Now, it's not just postcard that they're investing in.
Marriott also announced on Friday a new partnership with Trailborn, which is kind of similar to postcard. It's actually complementary to postcard. Good point, Jack. Because Trailborn offers glamping, but not close to cities, close to national parks. So now Marriott is offering glamping near cities and near Yosemite at the same time. Marriott stock, it's up 30% this year.
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Chapter 3: What are Marriott's plans for glamping?
north of Williamsburg, and Shrey Nilesh Rao. This guy is a fact factory. He's listening every day. Great to have you with us, Shrey. And a huge shout-out to Jordan Gutierrez, a Canes, Knicks, and Steelers fan on the east side who hosted Nick and me as VIP guests to the Knicks game. We loved hanging with you, Jordan. Thanks for the invite.
Hey, and congratulations, Ashley, too, on having the best wedding yet. Coming up next year, you guys are the earls of ESPN. And reminder, if you're wondering who to blame for Nick and me having no voice Friday... It's kind of Jordan style. Yeah, it's kind of Jordan. We did a lot of talking, a lot of podcast recording.
And last week, we asked the Yetis for alternatives to gingerbread houses, and they sent us some great options like charcuterie chalets. Also, the candy cane condo. I could bite into that. And the peppermint penthouse. We're into that too. Thank you, Add One Nike. And to anyone else celebrating something today, make it a T-boy. Celebrate the wins. This is Jack.
I own stock of Netflix, and Nick and I both own stock of Apple. One time I ordered burgers with jalapeno. Sorry, with habanero. I was humiliated. I had to go to the bathroom several times for my face. Do you need a napkin? I need the fire department. If you like the best one yet, you can listen ad-free right now by joining Wondery Plus in the Wondery app or on Apple Podcasts.
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