Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming legend Fortnite acquires Houseparty in a move that may redefine the future of social media. And Crowdstrike surged 71% on its IPO day, so we made cybersecurity sexy as our “Unsexy Industry of the Day.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/...
Jun 13, 2019•15 min•Ep. 57
Mary Meeker dropped her annual 333-slide Internet Trends Report, so we pulled out 3 keys for you. Grubhub shares jumped 8% on word Amazon is ending its restaurant delivery service. And our “Unicorn of the Day” is Brex as it hits a $2.6B valuation giving credit cards to startups. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jun 12, 2019•14 min•Ep. 56
Suddenly, it happened. Mega Merger Monday. Salesforce acquired Tableau to create the corporate starter kit of software, while Raytheon merged with United Technology to become the #2 player in the defense and weapons industry. And Zoom’s latest earnings report has us jumping into our “Trend of the Day”: Work from Home. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-n...
Jun 11, 2019•16 min•Ep. 55
The pioneer of social media influencer marketing, Revolve shares surged to become the 2nd best public offering stock performance of 2019 so far. JetBlack is the text-based online concierge club that just revealed key numbers as it takes on Amazon Prime (it’s a Walmart company). And Germany’s chain Aldi opens up shop outside of Walmart’s headquarters as it adds a new front to the epic US grocery wars. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https...
Jun 10, 2019•17 min•Ep. 54
In its first earnings report since its IPO, Beyond Meat surged as it defends its first-mover advantage. Canadian cannabis icon Cronos is pivoting its CBD efforts to the US. And Barnes & Noble jumped on word it’s about to be acquired. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jun 07, 2019•18 min•Ep. 53
Liquor legend Brown Forman just revealed that fresh tariffs from the EU on American whiskey is costing the Jack Daniels owner $125M per year. Scooter pioneer Bird has a new bike option that’s blatantly targeting “THICs” -- Town-living High Income Car-less people. And GameStop falls 36% because it’s trying out the Barnes & Noble playbook. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:...
Jun 06, 2019•16 min•Ep. 52
Wall Street just had its best day since January, so we explain why (it’s all about The Fed’s focus on something sexy). Spotify whipped up a new app to fix a problem and also take down radio. And fitness-tech mirror Mirror is about to hit a $300M valuation. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jun 05, 2019•17 min•Ep. 51
Shares of Google and Facebook both fell over 6% on word US regulators have coordinated to take them on. Meanwhile, Apple’s big Worldwide Developers Conference unveiled fresh new iThings. And then private equity firm Blackstone led the biggest private real estate transaction ever -- and became Amazon’s landlord. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell...
Jun 04, 2019•18 min•Ep. 50
In a record settlement of $5M for a parental leave case, JPMorgan’s giving new moms and dads a more equal policy (although the US is still way behind). The fresh US tariffs on Mexico announced Thursday will hit cars, avocados, and Coronas. And a bunch of brands you know aren’t in the hotel business, but they’re opening hotels -- So we look at West Elm, Shinola, and LVMH. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and Calif...
Jun 03, 2019•15 min•Ep. 49
In its 1st earnings report as a public company since this month’s IPO, Uber’s earnings report revealed it’s got a problem with 1 word: Growth. Firefly raises $30M and expands to NYC to forever change your cab ads. And Dollar General and Dollar Store stocks are close to all-time highs — And that says a lot about the US. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-...
May 31, 2019•16 min•Ep. 48
iRobot just unveiled two high-tech robot floor cleaners, but its expansion to non-cleaning things is TBD. Abercrombie & Fitch just axed 3 high-profile flagship stores -- But its stock’s worst day in 2 decades gave us a key insight on retail. And SoFi is raising $500M to expand beyond student loans (and maybe even name a stadium after itself). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at h...
May 30, 2019•16 min•Ep. 47
Farmville-creator Zynga just sold its San Francisco headquarters building for $600M — And it may be better at real estate than video games. We’re jumping into the spy-worthy “corporate theft” stories of how China’s Huawei stole secret intellectual property from US tech. And cigarette companies suffered their worst day in 5 months, but not because of ecigs and Millennials. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and Cali...
May 29, 2019•17 min•Ep. 46
Zuck’s launching a Bitcoin-ish cryptocurrency called GlobalCoin in 2020 so that paying for anything is as easy as messaging. Kontoor is the newly IPO’d company created after Vans-owner VF Brands spun-off its denim icons Wrangler and Lee’s — And it fell on Day #1 of trading. And Snackers asked us to cover Elon Musk’s SpaceX’s big week, so we did. And we loved it. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Pri...
May 28, 2019•18 min•Ep. 45
You’ve heard about Disney+ streaming and Marvel Movies for months — But there’s a big story around its theme parks and its new Star Wars land. Facebook’s 3rd transparency report revealed it’s destroyed 2.2B fake accounts in the last three months. And our “IPO of the Day” is Endeavor, the 121-year-old talent agency behind most of the stars you’re watching. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy No...
May 24, 2019•15 min•Ep. 44
A “reverse-engineering specialist” discovered within code in the Uber Eats app plans to release a $9.99/month unlimited food delivery service. Yesterday we told you how the retail-pocalypse is crushing JCPenny — Today we jump into how Target is thriving through it. And Snacks Daily listeners asked us for an update on Boeing... so we’re giving it to them. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Not...
May 23, 2019•16 min•Ep. 43
Tesla stock hit a 3-year low this week after one analysts’ aggressive dystopian imagery. Urban Outfitters is trying on its best Rent the Runway impression, whipping out a new clothing rental business to be called Nuuly. And JCPenney’s falls 7% for its uninspiring-ness. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
May 22, 2019•14 min•Ep. 42
Telecom icons T-Mobile and Sprint were supposed to enjoy a $26B merger relationship, but now it may be off — And that halted trading in Sprint stock. Chip-makers like Nvidia and Advanced Micro Devices have fallen 20% the last few months because of one big indirect threat. And Canva is our “Unicorn of the Day” because it was touched by VC legend Mary Meeker. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy ...
May 21, 2019•17 min•Ep. 41
Amazon made 2 major moves into delivery and shipping by investing in Deliveroo and breaking ground on its own 100-plane airport. Luggage startup Away hit a $1.4B valuation to become our “Brand-icorn of the Day.” And John Deere drops 8% because it’s become a near-perfect illustration of the trade war drama (and Mother Nature). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/priv...
May 20, 2019•17 min•Ep. 40
There’s a theme to Pinterest’s first ever earnings report: Slowing. TikTok is the Chinese app that just hit 5 straight quarters as the most-downloaded in the app store. And Long Term Stock Exchange is actually a brand new stock exchange with a very particular mission. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
May 17, 2019•16 min•Ep. 39
To get into your weekend calendar, Amex acquired restaurant reservation app Resy to make perks way more Millenniall-y. LaCroix is owned by National Beverage Corp, whose shares fell 7% this week as analysts say it can’t handle new competition. And a major study shows Americans are having a record low number of babies, so we jump into the businesses that affects. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Priv...
May 16, 2019•17 min•Ep. 38
Ralph Lauren shares dropped even though its latest marketing moves are winning Gen Z. Dating app icon Match announced a new coaching hotline to get you to date #2. And the “Free Shipping Wars” of Walmart vs. Amazon were just kicked up a couple notches. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
May 15, 2019•16 min•Ep. 37
Spin studio chain Flywheel has been taken over by one of its investors because it’s losing the fitness wars to tech-focused Peloton bikes. Apple fell on word from the Supreme Court it can be sued over for its App Store monopoly. And as trade war drama dropped markets big, our “Unsexy Companies of the Day” earned some air. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#...
May 14, 2019•16 min•Ep. 36
We hit the floor of the New York Stock Exchange to cover Uber’s IPO for you — Here’s what we saw. For the first time in over 30 years, luxury design powerhouse LVMH is launching its 1st house from scratch: Rihanna’s Fenty. And the next rounds of tariffs will actually start affecting products in your daily life, so we looked at what’s vulnerable. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht...
May 13, 2019•16 min•Ep. 35
The key details you need to know on Uber’s IPO day. Harry’s disrupted the shaving subscription market, and now it’s been acquired by the company it was disrupting. And Party City stock jumped 10% after it finds a solution to the helium problem messing with its balloon sales (seriously). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
May 10, 2019•16 min•Ep. 34
Roku is Netflix’s little cousin and the CFO is just happy the dongle is winning along with Disney. Rent The Runway is opening its biggest store ever in San Francisco, featuring a coworking space and a new target customer. And TripAdvisor’s growth is slowing, but one division is expanding fast: Experiences. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-i...
May 09, 2019•16 min•Ep. 33
Google’s I/O event day enjoyed protests, AI tech to screen fake calls, and a $399 Pixel phone. General Motors acquired self-driving car startup Cruise when it was worth $1B — Now it’s worth $19B, and wants robotaxis on streets this year. And Crocs shares have nearly doubled in the past year, so we look at why. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-...
May 08, 2019•15 min•Ep. 32
The Trade War was supposed to end this week with a peace deal. That’s not looking likely, and we’ll tell you why. Apple’s CEO casually dropped that the company’s bought over 20 startups over the last six months. And super delivery app Rappi just raised $1B from Softbank, making it the biggest Latin American venture investment ever. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.co...
May 07, 2019•17 min•Ep. 31
The annual Berkshire Hathaway shareholder meeting showcased 88-year-old legendary investor Warren Buffett, so we broke down his 6 hours of one-liner business takeaways. Planet Fitness shares are up 75% in the last year, so we’re focused on its innovative real estate strategy that feeds off the retail-pocalypse. And Dean Foods is America’s biggest dairy company, but the stock is down 62% in 2019 because of alt-milk. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy ...
May 06, 2019•16 min•Ep. 30
Axon Enterprises is the company behind the taser, and it just awarded its CEO $246M in compensation — So we look in to how it’s set up to incentivize him. Beyond Meat surged 163% on its IPO day. And Wayfair is the biggest online furniture platform whose stock fell 7%, but it’s got a fascinating relationship with 80 “house brands.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com...
May 03, 2019•15 min•Ep. 29
With beer sales slowing, Molson Coors is desperately focused on innovation (aka non-alcohol drinks), but shares fell because of its beer battles. Fitbit used to be profitable, now it’s using partnerships to survive. And Royal Caribbean jumped 7% as it realizes it can charge a lot more for cruises. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
May 02, 2019•17 min•Ep. 28
