The Best One Yet

“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...

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

29 May 2020

Contributed by Lukas

Chipotle’s stock has doubled in the corona-conomy because it’s literally been through its own pe...

“A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.

28 May 2020

Contributed by Lukas

Zoox had the biggest ambitions in mobility: self-driving, electric, robo-taxis. But now it may sell ...

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

27 May 2020

Contributed by Lukas

Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to sp...

“Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.

26 May 2020

Contributed by Lukas

The mythical Millennial pure-play stock: Elf Cosmetics’ stock jumped 16% on word it figured out ho...

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

22 May 2020

Contributed by Lukas

Walk on in to the Ford Factory! Actually, don’t — it just closed down right after reopening beca...

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

21 May 2020

Contributed by Lukas

Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping y...

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

20 May 2020

Contributed by Lukas

The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet i...

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

19 May 2020

Contributed by Lukas

Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee —...

“GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.

18 May 2020

Contributed by Lukas

Facebook needs to spice up its messaging game, so it’s splurging $400M to control your gif game: B...

“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment

15 May 2020

Contributed by Lukas

Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific r...

“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.

14 May 2020

Contributed by Lukas

Google’s secret Loon project just graduated to deliver wifi via balloon globally (and we’re thin...

“Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.

13 May 2020

Contributed by Lukas

New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on ...

“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.

12 May 2020

Contributed by Lukas

After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-y...

“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.

11 May 2020

Contributed by Lukas

Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal ...

“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.

08 May 2020

Contributed by Lukas

Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators t...

“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.

07 May 2020

Contributed by Lukas

Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond...

“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.

06 May 2020

Contributed by Lukas

Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every st...

“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.

05 May 2020

Contributed by Lukas

Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola...

“COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.

04 May 2020

Contributed by Lukas

Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now....

“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.

01 May 2020

Contributed by Lukas

Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing hi...

“Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.

30 Apr 2020

Contributed by Lukas

We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and ...

“The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.

29 Apr 2020

Contributed by Lukas

Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they jus...

“Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.

28 Apr 2020

Contributed by Lukas

All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for thei...

“Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.

27 Apr 2020

Contributed by Lukas

If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. T...

“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.

24 Apr 2020

Contributed by Lukas

Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits...

“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.

23 Apr 2020

Contributed by Lukas

Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and...

“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.

22 Apr 2020

Contributed by Lukas

Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging...

“Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.

21 Apr 2020

Contributed by Lukas

We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of ...

“Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.

20 Apr 2020

Contributed by Lukas

The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra crypt...

“Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.

17 Apr 2020

Contributed by Lukas

While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can sta...

“Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.

16 Apr 2020

Contributed by Lukas

Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines fi...

“Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.

15 Apr 2020

Contributed by Lukas

Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout t...

“Dunkin’s not a land-lord — it’s a Brand-lord” — Google/Apple’s superhero team-up. States acting like companies. Dunkin’s franchise bet.

14 Apr 2020

Contributed by Lukas

In the world of fast food, Dunkin’ is 100% focused on a franchise business model — a strength an...

👊 “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.

13 Apr 2020

Contributed by Lukas

We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completel...

💁‍♀️ “Airbnb can’t sit at Slack’s lunch table” — Away’s humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slack’s debt drama.

09 Apr 2020

Contributed by Lukas

Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need th...

🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.

08 Apr 2020

Contributed by Lukas

Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig econom...

🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.

07 Apr 2020

Contributed by Lukas

Warren Buffett noticed something in airport data from the TSA that made him rethink his airline inve...

🕹️ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.

06 Apr 2020

Contributed by Lukas

WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got ca...

♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.

03 Apr 2020

Contributed by Lukas

China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last ...

🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.

02 Apr 2020

Contributed by Lukas

Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at ...

🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.

01 Apr 2020

Contributed by Lukas

We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch mo...

🧟‍♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.

31 Mar 2020

Contributed by Lukas

Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for...

🧘‍♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.

30 Mar 2020

Contributed by Lukas

It’s been one year since Lululemon set an intention known as its “Power of Three” — and stic...

👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.

27 Mar 2020

Contributed by Lukas

Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for...

🤸🏿‍♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.

26 Mar 2020

Contributed by Lukas

Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T ...

🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.

25 Mar 2020

Contributed by Lukas

Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The H...

🍻 “Corona's $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”

24 Mar 2020

Contributed by Lukas

Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there...

🏚️ “What’s the refund policy on Airbnb’s IPO promise?” — Movie theaters get cut out. Airbnb’s host/guest hate. 5 “Corona-conomy” trends are accelerating.

23 Mar 2020

Contributed by Lukas

We predict that the Corona-conomy is accelerating trends, including contactless payments, subscripti...

😘 “Netflix just got asked to chill” — Netflix’s ad-free moment. Ford’s anti-treat-yo-self strategy. Uber surges 38%.

20 Mar 2020

Contributed by Lukas

Even though ride-hailing has plummeted in the corona-conomy, Uber’s CEO announced the company has ...

⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.

19 Mar 2020

Contributed by Lukas

While it looks like nearly every stock has fallen, Walmart shares just hit a record high — we repe...

🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.

18 Mar 2020

Contributed by Lukas

Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so we’re wondering who may buy it (th...

🦠 “Google would like your health data now, please” — Lulu, Nike, and Under Armour’s leadership. The Fed’s last bazooka. Google’s COVID-19 moment.

17 Mar 2020

Contributed by Lukas

To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday — but it’s ...

#️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.

16 Mar 2020

Contributed by Lukas

Despite your work-from-home lifestyle right now, office IM’ing service Slack announced a quarter t...

☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.

13 Mar 2020

Contributed by Lukas

The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from ...

🏋️‍♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.

12 Mar 2020

Contributed by Lukas

Another wild market drop has us officially in a “bear market”, and there’s chatter about a bai...

🧵 “The Stitch hit peak Fix” — Dick’s bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.

11 Mar 2020

Contributed by Lukas

Dick’s Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CE...

☎️ “Flick the ol’ Circuit Breaker” — Why the market (literally) stopped for 15 minutes. NBC’s Snapchat breakup. Oil’s worst day since ‘91.

10 Mar 2020

Contributed by Lukas

First we learned that Russia and Saudi Arabia are in a fight about oil markets — it’s caused the...

🤑 “$1.75B (and Quibi hasn’t even launched yet)” — Spindrift’s $70M seltzer water. Burlington Coat Factory’s anti-ecommerce. Quibi’s starting lineup.

09 Mar 2020

Contributed by Lukas

Burlington Coat Factory is going against the trend in retail: it’s ending its ecommerce to focus o...

🚢 “3 cruise disasters. 3 months.” — Carnival’s stock drama. Aerie underwear surge. GM’s big car battery.

06 Mar 2020

Contributed by Lukas

Carnival Cruises’ has a hat trick of profit-crushing drama — but we found the perfect analogy fo...

🥫 “Frankly this is a trend that many did not think was possible” — Campbell Soup’s shocking rebound. United Health pops 11%. H&M’s supply biz.

05 Mar 2020

Contributed by Lukas

Campbell Soup shares jumped 9% because even the CEO was shocked that soup is making a comeback. Unit...

🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.

04 Mar 2020

Contributed by Lukas

Alphabet’s self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time ...

🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.

03 Mar 2020

Contributed by Lukas

Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his r...

🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.

02 Mar 2020

Contributed by Lukas

Context is king, so we’re looking at the market’s decline last week — the worst since the fina...

🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.

28 Feb 2020

Contributed by Lukas

Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused ...

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

27 Feb 2020

Contributed by Lukas

TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’...

“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.

26 Feb 2020

Contributed by Lukas

Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t neces...

“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.

25 Feb 2020

Contributed by Lukas

The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). ...

“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.

24 Feb 2020

Contributed by Lukas

Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinn...

“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.

21 Feb 2020

Contributed by Lukas

Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’...

“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.

20 Feb 2020

Contributed by Lukas

We’ve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet ...

“We found an Innovation Vampire” — Walmart’s Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyft’s “rideshare” lie.

19 Feb 2020

Contributed by Lukas

Walmart’s earnings report wasn’t anything special, but we think it’s latest moves to buy up st...

“It’s like Ben & Jerry’s going dairy-free” — Delta’s carbon neutrality. Headspace’s $93M fundraise. Canopy Growth’s rebound.

18 Feb 2020

Contributed by Lukas

The 3 major marijuana producers have had a tough year, but Canopy Growth’s latest earnings powered...

“Cloud computing is the new oil” — Kraft-Heinz 70% stock drop. Tesla’s “buy low, sell high”. Microsoft vs. Amazon.

14 Feb 2020

Contributed by Lukas

Fresh after Tesla shares hit their all-time high, the company has a surprise: It’s selling 2.6M fr...

“Facebook fact-checkers vs. 4.75B posts per day” — DoorDash’s not First-Mover Advantage. SoundCloud’s desperate $75M. Facebook’s hires Reuters.

13 Feb 2020

Contributed by Lukas

Facebook has added a new addition to its army of information regulators for the election year, but w...

“Starbucks wants to pick you up at the airport” — Sprint/T-Mobile gets approved. Samsung’s flip phone. Starbucks’ airport deal.

12 Feb 2020

Contributed by Lukas

Sprint surged nearly 80% on word its T-Mobile merger is good to go (because Sprint was basically a d...

“Burger King is jealous of Popeye’s fried chicken-palooza” — Brandless shuts down. Coronavirus’ lenders. Popeye’s power earnings.

11 Feb 2020

Contributed by Lukas

Restaurant Brands International happens to own both Burger King and Popeye’s, but it was Popeye’...

“Warner Music is Venture Capital for musicians” — Uber’s profit shocker. Ericsson/Nokia 5G awkwardness. Warner Music’s IPO.

10 Feb 2020

Contributed by Lukas

Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before ...

“Dunkin’ stealthily went fancy” — WWE’s XFL problem. Twitter’s record surge. Dunkin’s premium coffee strategy.

07 Feb 2020

Contributed by Lukas

Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into ...

“By that math, Instagram is worth $150B” — Chipotle’s Taco Bell-ification. Instagram owns Facebook. Spotify’s acquires the Ringer

06 Feb 2020

Contributed by Lukas

Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to buil...

“Why Tesla is like a young avocado tree” — Visa’s swipe tax. BP’s empire. Tesla’s Elon-sanity.

05 Feb 2020

Contributed by Lukas

Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lie...

“YouTube sells more ads than ABC/NBC/FOX… combined” — Harry’s razors acquisition gets sued. Coronavirus-benefiting companies. Alphabet’s YouTube surprise.

04 Feb 2020

Contributed by Lukas

Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the com...

“One Medical is the Equinox of doctors” — Nike’s olympics shoes. Pinterest’s makeup feature. One Medical pops 47% IPO pop.

03 Feb 2020

Contributed by Lukas

Shares of One Medical jumped 47% because it’s trying to make you love doctor’s appointments. Nik...

“Juul’s Darth Vader moment” — Amazon surges 10%. The Bouqs raises $30M for wedding flowers. Altria devalues Juul e-cigarettes (again).

31 Jan 2020

Contributed by Lukas

Juul was supposed to save the world from smoking, but it made a critical decision that its new owner...

“Barstool’s t-shirts follow a simple formula” — Barstool Sports becomes a half-icorn. SAP’s FOMO Marketing. Apple’s iRecord quarter.

30 Jan 2020

Contributed by Lukas

Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation ...

“Who’s gonna buy James Bond?” — Casper’s un-unicorning. MGM’s bidders. Bird’s newest acquisition.

29 Jan 2020

Contributed by Lukas

Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are goi...

“WE are a real estate company (not a tech company)” — The Wing loses its big investor. Detroit becomes GM’s electric car HQ. Coronavirus messes with stocks.

28 Jan 2020

Contributed by Lukas

Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork…...

“Eaze is cannabis’ bubblish-moment” — Intel stock reaches 2000 levels. The man who coined “disruption.” Eaze pot delivery has problems.

27 Jan 2020

Contributed by Lukas

The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its high...

“Tinder supports safe sexting” — Google’s camouflaged ads. The Athletic hits $500M. Tinder’s new security launch.

24 Jan 2020

Contributed by Lukas

Tinder is adding new security features for your first date — it’s consistent with a trend that’...

“Cell-Based Meats disrupting Plant-Based Meats” — Memphis Meats raises $161M. Delta shares $1.6B of profits. GM launches a true robocar.

23 Jan 2020

Contributed by Lukas

Delta unveiled the biggest corporate bonus plan ever, so we’re looking at its Return On Investment...

“Amazon is turning your palmprint into a credit card” — Amazon’s new payment method. Uber’s “name your own price.” PetMed Express’ aging dogs.

22 Jan 2020

Contributed by Lukas

Amazon is pursuing a new feature to sell to retail stores to take on Apple Pay — We’re talking “...

“‘Mealkitting’ never became a verb” — HelloFresh vs Blue Apron. Signet Jewelers’ 40% surge — Microsoft pulls a Sierra Club

21 Jan 2020

Contributed by Lukas

We’ve got a new #1 in the US meal kit market — HelloFresh is beating Blue Apron (even though mea...

“Peacock is the 761st streaming service” — Gap won’t spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet

17 Jan 2020

Contributed by Lukas

Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s no lo...

Activity Overview

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

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

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

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

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

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

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

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

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

“A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados.

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

“Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal.

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

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

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

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

“GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy.

“Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment

“Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem.

“Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend.

“Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening.

“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.

“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.

“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.

“A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins.

“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.

“COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.

“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.

“Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.

“The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.

“Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.

“Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.

“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.

“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.

“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.

“Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.

“Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.

“Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.

“Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.

“Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.

“Dunkin’s not a land-lord — it’s a Brand-lord” — Google/Apple’s superhero team-up. States acting like companies. Dunkin’s franchise bet.

👊 “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.

💁‍♀️ “Airbnb can’t sit at Slack’s lunch table” — Away’s humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slack’s debt drama.

🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.

🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.

🕹️ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.

♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.

🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.

🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.

🧟‍♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.

🧘‍♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.

👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.

🤸🏿‍♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.

🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.

🍻 “Corona's $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”

🏚️ “What’s the refund policy on Airbnb’s IPO promise?” — Movie theaters get cut out. Airbnb’s host/guest hate. 5 “Corona-conomy” trends are accelerating.

😘 “Netflix just got asked to chill” — Netflix’s ad-free moment. Ford’s anti-treat-yo-self strategy. Uber surges 38%.

⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.

🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.

🦠 “Google would like your health data now, please” — Lulu, Nike, and Under Armour’s leadership. The Fed’s last bazooka. Google’s COVID-19 moment.

#️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.

☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.

🏋️‍♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.

🧵 “The Stitch hit peak Fix” — Dick’s bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.

☎️ “Flick the ol’ Circuit Breaker” — Why the market (literally) stopped for 15 minutes. NBC’s Snapchat breakup. Oil’s worst day since ‘91.

🤑 “$1.75B (and Quibi hasn’t even launched yet)” — Spindrift’s $70M seltzer water. Burlington Coat Factory’s anti-ecommerce. Quibi’s starting lineup.

🚢 “3 cruise disasters. 3 months.” — Carnival’s stock drama. Aerie underwear surge. GM’s big car battery.

🥫 “Frankly this is a trend that many did not think was possible” — Campbell Soup’s shocking rebound. United Health pops 11%. H&M’s supply biz.

🦇 “The Fed’s Batman move backfired” — Waymo snags $2.25B. Honeywell’s supercomputer. The Fed’s 0.5% interest rate cut.

🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.

🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.

🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.

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

“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.

“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.

“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.

“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.

“Garmin finds you when iPhone can’t” — Alphabet kills an “Other Bet.” Toast hits $4.9B. Garmin’s GPS pop.