Activity Overview
Episode publication activity over the past year
“Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.
29 Oct 2020
Contributed by Lukas
Topgolf was just acquired by Callaway for $2B because the Lazertag of golf is the future of golf. Ba...
“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.
28 Oct 2020
Contributed by Lukas
Harley’s stock popped 22%, but we think its new business strategy is a short term sugar high. Post...
“$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.
27 Oct 2020
Contributed by Lukas
Dunkin’s stock jumped 16% on word it could go private… and we’re extremely skeptical of the de...
“Barbie looooves Zoom” — Mattel’s anti-screen bump. L’Oreal’s athleisure skincare. Redfin’s real estate future.
26 Oct 2020
Contributed by Lukas
Shares of Mattel surged 12% because iPad is out, Barbie is in. L’Oreal sales rebounded as it’s i...
“Gone in 60 Quibis” — Streaming Wars’ victim #1. Venmo’s $13K Bitcoin. Goldman’s $5B Malaysia trip.
23 Oct 2020
Contributed by Lukas
Just a few Quibis after launching, billion-dollar streaming startup Quibi is shutting down — we’...
“First ever Charge Chugger” — GM’s eHummer. Snap’s lucky quarter. Netflix’s inflexion point.
22 Oct 2020
Contributed by Lukas
General Motors has taken the most unsustainable car every — the Hummer — and made it electric. S...
“GO O GL E” — Break it up? SpaceX’s other cloud. P&G’s 15-year best.
21 Oct 2020
Contributed by Lukas
The Justice Department just slammed Google with the biggest antitrust monopoly case since the ‘90s...
“Pivot to puppies” — The Dodo’s pet insurance. Halliburton’s oil shovel. Walmart app-ifies its aisles.
20 Oct 2020
Contributed by Lukas
Partially-owned by publicly-traded Discovery Inc, The Dodo is known for adorable 3-minute cat videos...
“$140M to Airbnb that Mercedes” — Getaround’s mega-round. FuboTV’s IPO. Amazon’s (Anti) Prime Day.
19 Oct 2020
Contributed by Lukas
Getaround snags $140M in fresh funding to Piggyback Pop off Airbnb… but for your car. Fubo just IP...
“Facebook thinks it’s a telephone line” — Nio’s 1,000% jump. Sleep Number’s anti-Casper pivot. Twitter/Facebook’s Section 230 moment.
16 Oct 2020
Contributed by Lukas
Shares of Nio (the Tesla of China) have subtly surged 1,000% since March because it’s made a lifes...
“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.
15 Oct 2020
Contributed by Lukas
Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-f...
“E.T., 5G, phone hoooome” — Apple’s iPhone 12. NordicTrack’s future ab-cquisition. Delta’s Mighty Ducks drama.
14 Oct 2020
Contributed by Lukas
Apple’s surprise product event may result in the biggest iPhone sales season ever thanks to 5G. We...
“Big Papi goes public” - Red Sox’s potential SPAC. Twilio’s gold shovel. Fashion’s QVC-ification.
13 Oct 2020
Contributed by Lukas
The Red Sox might bouncing back from missing the playoffs by transforming into a publicly-traded sto...
“Cannabis runs for Vice President” — Microsoft’s forever WFH. Cannabis defines the relationship. Disney’s $3B shuffle.
12 Oct 2020
Contributed by Lukas
Cannabis stocks just enjoyed their best day in months after 2 major moves to finally define the rela...
“A $30B check for racial justice” — JPMorgan’s unprecedented pledge. Kroger’s ghost kitchen. Dollar General’s fancy idea.
09 Oct 2020
Contributed by Lukas
Remember when Netflix put $100M into black-owned banks? JPMorgan is spending 300 times that toward r...
“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.
08 Oct 2020
Contributed by Lukas
Levi’s shares popped 5% after earnings, but we are most focused on its new online thrift store for...
“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.
07 Oct 2020
Contributed by Lukas
TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Me...
“Trump’s anti-COVID cocktail” — Regeneron’s 5-second fame. Tesla’s S-3-X-Y conflict. Cooler Screens’ $80M grab.
06 Oct 2020
Contributed by Lukas
Regeneron’s stock jumped because saving a nation’s president’s life is straight-up earned medi...
“Pure-play Avocado stock” — Mission Produce’s toasted IPO. Etsy’s crafty surge. 2020’s most important Jobs Report.
05 Oct 2020
Contributed by Lukas
The most important Jobs Report of the year is really America’s economic report card. Etsy shares h...
“Rum and Coke, hold the Coke” — Pepsi’s liquor thirst. Bed Bath & reBound. Hims’ public prescription.
02 Oct 2020
Contributed by Lukas
Pepsi is thinking about entering the alcohol biz — but that’s way more complicated than fermenta...
“Jon Snow wears wolf, Gen Z wears Goose” — Canada Goose’s restaurant bump. Disney’s firing paradox. Asana/Palantir’s Direct Listing Day.
01 Oct 2020
Contributed by Lukas
Canada Goose shares jumped 8% yesterday because if you’re gonna eat out this winter, you’re goin...
“Hoooooow convenient” — Blackstone’s climate/profit pledge. Stitch Fix’s unraveling. Beyond Meat’s Walmartification.
30 Sep 2020
Contributed by Lukas
Stitch Fix’s personal styling biz was already slowing - now Amazon’s doing the same thing. Beyon...
“Thou art fit and proper” — Uber’s London trip. Roku’s home theaterization. ShipBob’s anti-Amazon Alliance.
29 Sep 2020
Contributed by Lukas
Uber stock jumped 3% on a ruling in London that we think begins Uber’s new era. Roku is thinking 6...
“Amazon’s $250 aerial Rottweiler” — Amazon’s home security drone. Vail Resorts’ snow report. Square’s Cash App-titude.
28 Sep 2020
Contributed by Lukas
Vail Resorts’ is fighting climate change long term, but could surprisingly thrive this COVID ski s...
“Air Force 1 is 38 years old” — Nike’s sneaker moment. Spotify’s Hollywood repackage. ChargePoint’s electric shovel.
25 Sep 2020
Contributed by Lukas
Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wa...
“Elon’s 3 year hype” — Tesla’s un-Tesla Battery Day. GoodRX’s IPO prescription. General Mills’ innovation renovation.
24 Sep 2020
Contributed by Lukas
Elon announced… big goals at Tesla’s Battery Day. And Tesla’s stock dropped because we didn’...
“We already have a bunch of Quibis” — Quibi’s (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.
23 Sep 2020
Contributed by Lukas
After raising nearly $2B to enter the Streaming Wars, Quibi may be the first victim of it. Echelon c...
“Nikola & Theranos. Different companies, same accusations.” — Nikola’s 19% drop. Chime’s $14.5B swipe. BJ’s Costco-fication.
22 Sep 2020
Contributed by Lukas
Nikola is kind of like Tesla’s stunt double, and its founder just resigned amid accusations of inv...
“Liam Neeson got TikTaken” — TikTok (isn’t) banned. InFarm’s vertical farms on aisle 3. AT&T’s ad test.
21 Sep 2020
Contributed by Lukas
Soooo TikTok downloads are banned as of last night… but there’s a difference between the headlin...
“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.
18 Sep 2020
Contributed by Lukas
Snowflake’s business is kind of boring, but their IPO reveals everything that’s wrong with IPOs ...
“Wonder Woman snitches on Mulan” — Disney’s secret numbers. Goldman’s build-vs-buy. Amazon’s suburban dream.
17 Sep 2020
Contributed by Lukas
We still don’t have the numbers on Disney’s experiment sending Mulan direct-to-living-rooms inst...
“No Watch? No weights.” — Apple’s Fitness+ unveil. Opendoor’s home-flipping SPAC. Carnival’s $1B life jacket.
16 Sep 2020
Contributed by Lukas
We’ll be honest with you, Snackers — the big Apple event was kinda boring… except for a brand ...
“TikTok refuses to sell TikTok” — Oracle’s TikTok-uisition. Pepsi’s dream drink. Delta’s frequent flyer fundrais
15 Sep 2020
Contributed by Lukas
The winner of the TikTok sweepstakes is officially oracle — even though they’re technically not ...
“Zuck Zucks Facebook” — American Eagle vs. Aerie. Phase 3 COVID vaccines. Facebook’s newest social network.
14 Sep 2020
Contributed by Lukas
American Eagle’s stock jumped 4% because it’s less ath, more leisure. AstraZeneca and the other ...
“The official (BLANK) of the NFL” — Postmates’ football deal. Martha Stewart’s CBD. Restoration Hardware’s fanci-ness.
11 Sep 2020
Contributed by Lukas
Postmates knows more Americans might be watching the NFL this season than ever before, so it became ...
“Ghosted at the $16B wedding” — Louis Vuitton breaks up with Tiffany’s. Google’s Chromebooks kid strategy. Slack’s schlep moment.
10 Sep 2020
Contributed by Lukas
That multi-billion dollar merger between Tiffany and luxury legend LVMH just got called off, but we’...
“The tech stock white whale” — Softbank’s big Nasdaq money. Nikola surges 40% on GM investment. Boeing’s business class dreams
09 Sep 2020
Contributed by Lukas
Tesla-challenger Nikola just saw its stock jump 40% because it’s marrying an older, wealthier life...
“The Tesla of SoulCycle” — Peloton’s new strategy. T-Mobile’s back-to-school effort. Bankrupt brands get eResurrected.
08 Sep 2020
Contributed by Lukas
Peloton’s announcing something special this week: Peloton+. T-Mobile’s splurging $11B on a back-...
“Jeep Grand Wagoneer… is back” — Jeep’s nostalgia-wagon. Campbell running out of Soup. Samsung = 11% of Korea’s GDP.
04 Sep 2020
Contributed by Lukas
Campbell’s soup is having a sodium-filled moment… but the stock just dropped 7%. Jeep unveiled a...
“Bumble stock makes the 1st move” — A Bumble IPO plan. Jack Daniel’s K-shaped recovery. Amazon innovation in Brooklyn.
03 Sep 2020
Contributed by Lukas
Word from PFWTM is that dating app Bumble wants to IPO ASAP. Liquor legend Brown Forman saw shares j...
“And the growth trophy goes to…” — Zoom’s unprecedented-ness. Nestle’s $2.5B food allergy. Walmart unveils Walmart+.
02 Sep 2020
Contributed by Lukas
While you were chewing Nestle’s peanut butter chocolates, the company just acquired a $2.5B compan...
“Free Netflix (but not for iPhone users)” — United ends change fees. Netflix’s free option. Lemonade’s non-profit-ness.
01 Sep 2020
Contributed by Lukas
Cheers of joy spread throughout the land as United ended its change fees — aka 15% of overall US a...
“Happy TeslApple Day” — Tesla & Apple split their stocks. The Gap’s 1 hope. Abbott’s $5-15 minute Covid test.
31 Aug 2020
Contributed by Lukas
In the rarest of moments in the universe, Tesla and Apple both decided to split their stocks today. ...
“Apple should buy Warby Parker” — Walmart & Microsoft might adopt TikTok. Warby Parker hits $3B. Amazon’s 1st fitness gadget.
28 Aug 2020
Contributed by Lukas
Since every company you know is trying to buy TikTok, an odd couple is trying to make it happen toge...
“Can someone wake up Casper?” — Urban Outfitters’ fashion smoothie. Casper’s fresh CFO. Salesforce is in the Dow.
27 Aug 2020
Contributed by Lukas
We’re looking at Casper’s new CFO, who has 1 mission: Find profits under the mattress (even if t...
“It’s wedding season for IPOs” — DoorDash’s stock surprise. Best Buy’s best life. Ball’s aluminum-ification.
26 Aug 2020
Contributed by Lukas
Apparently DoorDash now wants to IPO this year because it’s wedding season to go public (we’re m...
“Codename: CIA IPO” — Palantir’s ironic leak. Luminar’s laser stock. Uber/Lyft’s politics.
25 Aug 2020
Contributed by Lukas
The secretive tech icon Palantir’s IPO paperwork just un-secretly leaked. Luminar is yet another e...
“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.
24 Aug 2020
Contributed by Lukas
Yum Brands’ Taco Bell is launching new “Go Mobile” stores that show how food is leading the co...
“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.
21 Aug 2020
Contributed by Lukas
The consignment industry is having a moment, and ThredUP is getting dressed up for its IPO. Verizon ...
“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.
20 Aug 2020
Contributed by Lukas
Apple is now worth $2T and the S&P 500 hit a record high, despite the economy getting crushed. We’...
“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.
19 Aug 2020
Contributed by Lukas
Penn National Gaming shares jump on hopes it can turn the Blockbuster of gambling into the Netflix o...
“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.
18 Aug 2020
Contributed by Lukas
Tesla shares jumped on word Elon may have discovered a second profit puppy: just the batteries. Eart...
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
17 Aug 2020
Contributed by Lukas
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between A...
“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.
05 Aug 2020
Contributed by Lukas
Our final Snacks Daily pod before vacation — We return to the mics on Monday, August 17th (we’ll...
“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.
04 Aug 2020
Contributed by Lukas
Over the weekend, TikTok learned it might be banned in the US. Actually maybe acquired by Microsoft ...
“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.
03 Aug 2020
Contributed by Lukas
PayPal hit an all-time high after saying “cash is dead,” but Venmo’s getting all the attention...
“Apple’s pizza is waaaay too big” — Apple’s 4-1 stock split. P&G stole Sysco's sales. Amazon’s record.
31 Jul 2020
Contributed by Lukas
Fresh after hitting Capitol Hill, the Tech Big 4 announced earnings reports (they were epic). We’r...
“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.
30 Jul 2020
Contributed by Lukas
Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congre...
“Kodak’s FOMO-ment” — TikTok’s latest Zucking. Lysol’s consulting gig. Kodak’s stock triples.
29 Jul 2020
Contributed by Lukas
Kodak went bankrupt in 2012, but now it’s pulling off an epic pivot from photographer to pharmacis...
“Apple’s got a Stage 5 Clinger” — Jamf’s IPO. DraftKings Opening Day drama. Ro hits $1.5B
28 Jul 2020
Contributed by Lukas
DraftKings shares dropped 6% because baseball just had its first mid-season COVID crisis. Jamf stock...
“Favorite child? It’s hard seltzer” — Boston Beer’s 21% surge. The biggest SPAC ever. No blockbusters in 2020.
27 Jul 2020
Contributed by Lukas
Sam Adams owner Boston Beer shockingly doubled profits last quarter, but it’s not thanks to Boston...
“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.
24 Jul 2020
Contributed by Lukas
Tesla shares hit a record high on its first ever full year of profit. Microsoft was caught bundle-bu...
“Spotify’s not a tech company” — Pfizer’s $2B Operation Warp Speed. Misfit’s ugly veggie $85M. Spotify’s new record label deal.
23 Jul 2020
Contributed by Lukas
Pfizer snags a $2B contract to produce 100M COVID-19 vaccines for the US government as part of Opera...
“The Hamilton Musical (for economies)” — Europe’s $2T joint bank account. Starbucks’ free lattes. Coca-Cola’s “new news” stock bump.
22 Jul 2020
Contributed by Lukas
Europe just whipped up a $2T stimulus package that looks a lot like what the United states pulled of...
“The anti-prenup” — Headspace gets in Snapchat. Fisker pulls an Apple. Google Maps gets Uber money.
21 Jul 2020
Contributed by Lukas
To take on its meditation rival, Headspace is partnering with Snapchat in the rare, elusive no-money...
“WeWork from the Dead” — WeWork’s profitability (?). Domino’s fortressing strategy. JetBlue & American Airlines colludiness.
20 Jul 2020
Contributed by Lukas
Don’t even think about thinking WeWork is gone — the coworking pioneer claims it’ll be thrivin...
“@McConaughey... didn’t get hacked” — Twitter’s TBOY hack. Hasbro’s Scrabble app. UnitedHealth’s record (double) profit.
17 Jul 2020
Contributed by Lukas
Twitter suffered its biggest hack ever, which could forever change its role as the direct-to-consume...
“RZF = Resting Zoom Face” — Zoom launches hardware. Lemonade adds pet insurance. Goldman’s quiet before the storm.
16 Jul 2020
Contributed by Lukas
Welcome to Big Bank earnings season, which kicked off with big words from JP Morgan’s Jamie Dimon ...
“Ford’s midwestern modesty... problem” — New York Times pivots. Oatly hits $2B. Ford resurrects Bronco.
15 Jul 2020
Contributed by Lukas
After 24 years, Ford just brought back the Bronco — but Midwestern modesty can’t win in a Tesla ...
“PepsiCo should rename to SnacksCo” — Netflix’s earnings preview. Pepsi’s immuni-foods focus. Tech’s billions go to India.
14 Jul 2020
Contributed by Lukas
Earnings season kicks off and it’s (shocker) supposed to be brutal — so we’re looking at the o...
“The SoulCycle of egg freezing” — Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Biden’s $700B econ package.
13 Jul 2020
Contributed by Lukas
$2.5B is a huge amount of money for a fund raise, but it kinda makes sense when that company is Rivi...
“Skip medical school. Spend $1B instead” — Walgreens launches 700 doctor’s offices. Rocket Mortgage’s IPO. Kroger’s surprise meat strategy.
10 Jul 2020
Contributed by Lukas
The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves “Rocket Co...
“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
09 Jul 2020
Contributed by Lukas
Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscr...
“A nasty Dunkin styrofoam cup” — Dunkin’s gas station makeover. Sunrun’s solar-powered merger. Under Armour’s $475M botched acquisition.
08 Jul 2020
Contributed by Lukas
Dunkin’s boldest move yet is cutting out 450 gas station locations because it wants to upscale its...
“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.
07 Jul 2020
Contributed by Lukas
Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren...
“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.
06 Jul 2020
Contributed by Lukas
Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfai...
“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.
02 Jul 2020
Contributed by Lukas
Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constell...
“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.
01 Jul 2020
Contributed by Lukas
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fres...
“The 2nd Kardash-icorn” — Under Armour’s mega-deal. Facebook is too-big-to-cancel. Coty’s Kardashian investment.
30 Jun 2020
Contributed by Lukas
Coty Cosmetics shares popped on word it’s snagging 20% of Kim Kardashian’s beauty brand. Faceboo...
“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.
29 Jun 2020
Contributed by Lukas
The latest major IPO is America’s 3rd largest grocer, but we think Albertsons looks less like a gr...
“When you drink here, you’re family” – Olive Garden’s reopening. Google’s news savior. Slack’s crossborder email crusher.
26 Jun 2020
Contributed by Lukas
Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industr...
“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.
25 Jun 2020
Contributed by Lukas
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward...
“Sports-pocalypse 2K20” — EA Sports is in the game. Club Apple’s big day. TJ Maxx’s revenge shopping.
24 Jun 2020
Contributed by Lukas
The Apple Worldwide Developer Conference is both a mouthful and Apple’s biggest day of the year, s...
“Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.
23 Jun 2020
Contributed by Lukas
Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International S...
“Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator.
22 Jun 2020
Contributed by Lukas
Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: It’s going after c...
“No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.
19 Jun 2020
Contributed by Lukas
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. ...
“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.
18 Jun 2020
Contributed by Lukas
Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched...
“Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.
17 Jun 2020
Contributed by Lukas
You thought Hertz was dead when it went bankrupt last month, but now it’s issuing $500M in new sto...
“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.
16 Jun 2020
Contributed by Lukas
iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next mo...
“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
15 Jun 2020
Contributed by Lukas
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raise...
“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.
12 Jun 2020
Contributed by Lukas
That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for ...
“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.
11 Jun 2020
Contributed by Lukas
Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green...
“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.
10 Jun 2020
Contributed by Lukas
While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the ...
“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech
09 Jun 2020
Contributed by Lukas
Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign...
“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.
08 Jun 2020
Contributed by Lukas
Remember eBay? Shares just hit an all-time high, but we think we know how they can keep the mojo goi...
Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.
05 Jun 2020
Contributed by Lukas
Don’t call it Zoom — ZoomInfo is the biggest tech IPO of 2020, so we’re looking at why it jump...
“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.
04 Jun 2020
Contributed by Lukas
The biggest IPO of 2020 is Warner Music, which just surged 20% on Day #1 of trading. Campbell Soup i...
“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.
03 Jun 2020
Contributed by Lukas
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefini...
“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.
02 Jun 2020
Contributed by Lukas
Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but re...
“Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy.
01 Jun 2020
Contributed by Lukas
Williams-Sonoma isn’t just living the pimp yo’ crib megatrend — it’s revealing who’s enjoy...