The Best One Yet

“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

10 Nov 2020

Contributed by Lukas

Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock ...

“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.

09 Nov 2020

Contributed by Lukas

Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The ...

“More election stock movers” — Tinder’s 6% pop. Nintendo’s Apple strategy. What else jumped/fell post-election.

06 Nov 2020

Contributed by Lukas

It wasn’t just cannabis, sports betting, and Big Tech making moves after the election… we’ve ...

“How the election affected stocks” — The post-election surge. Uber/Lyft’s Prop 22 win. A liquor legend’s moment.

05 Nov 2020

Contributed by Lukas

We got you covered: Big Tech, gambling, and cannabis are the stocks making post-election moves. Uber...

“Earth’s biggest IPO is MIA” — Ant’s $310B ghosting. Reef’s $700M parking lot. The Right to Repair in Massachusetts.

04 Nov 2020

Contributed by Lukas

Ant Financial is the biggest finance company on the planet that was ready for the biggest IPO on ear...

“Crocs won 2020” — Crocs’ 400% gain. Nestle’s $1B meal(kit). Exxon’s slow burn.

03 Nov 2020

Contributed by Lukas

First of all, have you voted yet? No? Stop the show (we’ll wait)... Nestle just dropped $1B to buy...

“The stocks on the ballot” - Presidential stock impact. Pinterest dudes. Spotify & Netflix’s price-punch.

02 Nov 2020

Contributed by Lukas

We’re breaking down the stocks most affected by a potential Biden presidency and a potential Trump...

“The Barking Bundle” — Chewy’s tele-vets. Amazon wins Techageddon. The final pre-election GDP report.

30 Oct 2020

Contributed by Lukas

Did ya feel that? Amazon, Apple, Google, and Facebook just announced earnings at the same exact time...

“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...

Activity Overview

“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.

“More election stock movers” — Tinder’s 6% pop. Nintendo’s Apple strategy. What else jumped/fell post-election.

“How the election affected stocks” — The post-election surge. Uber/Lyft’s Prop 22 win. A liquor legend’s moment.

“Earth’s biggest IPO is MIA” — Ant’s $310B ghosting. Reef’s $700M parking lot. The Right to Repair in Massachusetts.

“Crocs won 2020” — Crocs’ 400% gain. Nestle’s $1B meal(kit). Exxon’s slow burn.

“The stocks on the ballot” - Presidential stock impact. Pinterest dudes. Spotify & Netflix’s price-punch.

“The Barking Bundle” — Chewy’s tele-vets. Amazon wins Techageddon. The final pre-election GDP report.

“Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.

“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.

“$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.

“Barbie looooves Zoom” — Mattel’s anti-screen bump. L’Oreal’s athleisure skincare. Redfin’s real estate future.

“Gone in 60 Quibis” — Streaming Wars’ victim #1. Venmo’s $13K Bitcoin. Goldman’s $5B Malaysia trip.

“First ever Charge Chugger” — GM’s eHummer. Snap’s lucky quarter. Netflix’s inflexion point.

“GO O GL E” — Break it up? SpaceX’s other cloud. P&G’s 15-year best.

“Pivot to puppies” — The Dodo’s pet insurance. Halliburton’s oil shovel. Walmart app-ifies its aisles.

“$140M to Airbnb that Mercedes” — Getaround’s mega-round. FuboTV’s IPO. Amazon’s (Anti) Prime Day.

“Facebook thinks it’s a telephone line” — Nio’s 1,000% jump. Sleep Number’s anti-Casper pivot. Twitter/Facebook’s Section 230 moment.

“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.

“E.T., 5G, phone hoooome” — Apple’s iPhone 12. NordicTrack’s future ab-cquisition. Delta’s Mighty Ducks drama.

“Big Papi goes public” - Red Sox’s potential SPAC. Twilio’s gold shovel. Fashion’s QVC-ification.

“Cannabis runs for Vice President” — Microsoft’s forever WFH. Cannabis defines the relationship. Disney’s $3B shuffle.

“A $30B check for racial justice” — JPMorgan’s unprecedented pledge. Kroger’s ghost kitchen. Dollar General’s fancy idea.

“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.

“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.

“Trump’s anti-COVID cocktail” — Regeneron’s 5-second fame. Tesla’s S-3-X-Y conflict. Cooler Screens’ $80M grab.

“Pure-play Avocado stock” — Mission Produce’s toasted IPO. Etsy’s crafty surge. 2020’s most important Jobs Report.

“Rum and Coke, hold the Coke” — Pepsi’s liquor thirst. Bed Bath & reBound. Hims’ public prescription.

“Jon Snow wears wolf, Gen Z wears Goose” — Canada Goose’s restaurant bump. Disney’s firing paradox. Asana/Palantir’s Direct Listing Day.

“Hoooooow convenient” — Blackstone’s climate/profit pledge. Stitch Fix’s unraveling. Beyond Meat’s Walmartification.

“Thou art fit and proper” — Uber’s London trip. Roku’s home theaterization. ShipBob’s anti-Amazon Alliance.

“Amazon’s $250 aerial Rottweiler” — Amazon’s home security drone. Vail Resorts’ snow report. Square’s Cash App-titude.

“Air Force 1 is 38 years old” — Nike’s sneaker moment. Spotify’s Hollywood repackage. ChargePoint’s electric shovel.

“Elon’s 3 year hype” — Tesla’s un-Tesla Battery Day. GoodRX’s IPO prescription. General Mills’ innovation renovation.

“We already have a bunch of Quibis” — Quibi’s (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.

“Nikola & Theranos. Different companies, same accusations.” — Nikola’s 19% drop. Chime’s $14.5B swipe. BJ’s Costco-fication.

“Liam Neeson got TikTaken” — TikTok (isn’t) banned. InFarm’s vertical farms on aisle 3. AT&T’s ad test.

“It’s like an invisible smart fridge” — Snowflake’s broken IPO. Facebook’s Ray-Ban deal. NextEra’s renewable monopoly.

“Wonder Woman snitches on Mulan” — Disney’s secret numbers. Goldman’s build-vs-buy. Amazon’s suburban dream.

“No Watch? No weights.” — Apple’s Fitness+ unveil. Opendoor’s home-flipping SPAC. Carnival’s $1B life jacket.

“TikTok refuses to sell TikTok” — Oracle’s TikTok-uisition. Pepsi’s dream drink. Delta’s frequent flyer fundrais

“Zuck Zucks Facebook” — American Eagle vs. Aerie. Phase 3 COVID vaccines. Facebook’s newest social network.

“The official (BLANK) of the NFL” — Postmates’ football deal. Martha Stewart’s CBD. Restoration Hardware’s fanci-ness.

“Ghosted at the $16B wedding” — Louis Vuitton breaks up with Tiffany’s. Google’s Chromebooks kid strategy. Slack’s schlep moment.

“The tech stock white whale” — Softbank’s big Nasdaq money. Nikola surges 40% on GM investment. Boeing’s business class dreams

“The Tesla of SoulCycle” — Peloton’s new strategy. T-Mobile’s back-to-school effort. Bankrupt brands get eResurrected.

“Jeep Grand Wagoneer… is back” — Jeep’s nostalgia-wagon. Campbell running out of Soup. Samsung = 11% of Korea’s GDP.

“Bumble stock makes the 1st move” — A Bumble IPO plan. Jack Daniel’s K-shaped recovery. Amazon innovation in Brooklyn.

“And the growth trophy goes to…” — Zoom’s unprecedented-ness. Nestle’s $2.5B food allergy. Walmart unveils Walmart+.

“Free Netflix (but not for iPhone users)” — United ends change fees. Netflix’s free option. Lemonade’s non-profit-ness.

“Happy TeslApple Day” — Tesla & Apple split their stocks. The Gap’s 1 hope. Abbott’s $5-15 minute Covid test.

“Apple should buy Warby Parker” — Walmart & Microsoft might adopt TikTok. Warby Parker hits $3B. Amazon’s 1st fitness gadget.

“Can someone wake up Casper?” — Urban Outfitters’ fashion smoothie. Casper’s fresh CFO. Salesforce is in the Dow.

“It’s wedding season for IPOs” — DoorDash’s stock surprise. Best Buy’s best life. Ball’s aluminum-ification.

“Codename: CIA IPO” — Palantir’s ironic leak. Luminar’s laser stock. Uber/Lyft’s politics.

“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.

“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.

“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.

“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.

“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.

“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.

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

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

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

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

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

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

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

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

“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.

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

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

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

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

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

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

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

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