LinkedIn just revealed a new “skills” feature that we consider its most strategic move since Microsoft acquired it. General Motors is experiencing its biggest strike in a decade and that’ll cost it up to $100M a day. And Shopify just became Earth’s #2 biggest ecommerce platform, but we’re looking into its cannabis-supporting moves into CBD. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:/...
Sep 18, 2019•16 min•Ep. 117
Oil prices just surged after an attack in Saudi Arabia, so we break down why it’s not as big a deal as Wall Street made it seem. Netflix is treating itself to $500M of Seinfeld reruns from Sony because sitcoms earn your loyalty. The WSJ reported that Amazon’s secretive A9 search office made a change to its algorithm with huge implications for your online shopping life. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and Califor...
Sep 17, 2019•18 min•Ep. 116
Pepsi and Venmo teamed up for a spending partnership they’re calling “PepCoin” — it highlights the behavioral challenges of Fintech. Walmart’s $98/month Grocery Club is taking on Amazon with something Amazon can’t do. And our “Nearly-Unicorn of the Day” is Voyage, whose self-driving cars are turning the elderly into early-adopters. 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...
Sep 16, 2019•15 min•Ep. 115
SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a bad IPO when you look at the valuation. Under Armour is going anti-athleisure with its new strategy, but it’s actually copying Lululemon. And General Electric is selling $38B of itself to survive, which highlights its greatest disadvantage: Pensions. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Priv...
Sep 13, 2019•16 min•Ep. 114
Wendy’s is trying to jump into the fast food breakfast wars, but shares fell 10% because it’s too late — again. A Snacker asked us to jump into Monster Beverage, so we found out what it’s up to. And California’s new gig worker law hits right at Lyft and Uber, so they hit right back. 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.
Sep 12, 2019•15 min•Ep. 113
Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused on its strategic moves with Apple TV+. Ford’s bonds just hit junk status, so we’re looking at the decade that led to this. And Next Door is our “Unicorn of the Day” for its latest fundraise and focus on accountability. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https...
Sep 11, 2019•17 min•Ep. 112
Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its 1st pick-up only store in New York this fall, but it’s the early sign of American companies copying Chinese ones. And AT&T was smacked with a 23-page letter by a new major hedge fund investor, and it’s calling for huge change. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy an...
Sep 10, 2019•17 min•Ep. 111
Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature pioneer’s anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four 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.
Sep 09, 2019•16 min•Ep. 110
Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already knew the competition was coming. Slack released its first earnings report since going public, revealing its next 10M users are harder than the 1st 10M. And WeWork may slice its valuation from $47B to about $25B before it IPOs because critics think its IPO paperwork is a “masterpiece of obfuscation.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privac...
Sep 06, 2019•16 min•Ep. 109
While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. Michigan became the first state to ban flavored e-cigarettes, just as Juul came out with “the strictest age verification system ever.” And Google was hit with a $170M fine that highlights the difference in targeted and non-targeted ads. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy No...
Sep 05, 2019•15 min•Ep. 108
A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a “hide your likes” feature. Ulta Beauty dropped 30% last week, so we looked into why and found an insight in slide #9. And with deadlines quickly approaching, we break down the econo-political drama in Britain and Argentina. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:...
Sep 04, 2019•17 min•Ep. 107
WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a new health center it could take nationwide. And Dollar Tree and Dollar General were about to be hit hard by tariffs — then they discovered 4 creative ways not to pay for tariffs. 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-...
Sep 03, 2019•16 min•Ep. 106
The Disney merging with Fox saga is officially over now that Disney sold YES Network… partially to Amazon. Forever 21 is a fast-fashion founding father, but it’s reportedly going bankrupt (there’s another key F-word here: Fad). And Citibank and Panera bread both have minimum wage stories that will surprise you. 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...
Aug 30, 2019•14 min•Ep. 105
Peloton’s IPO — we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants to be a religion. Fitbit’s taking on Apple by launching its own subscription service. And Amazon had already acquired the doorbell company Ring, but now it’s got an interesting partnership with police departments nationwide. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:...
Aug 29, 2019•17 min•Ep. 104
Costco just opened up its first physical store in China and the reaction was huge (the store had to close early). Smucker’s dropped 8% on word its peanut butter is facing price cut problems (and other nut-butters). And Altria and Philip Morris used to own the tobacco industry together, but now they may re-merge because nearly every trend is anti-cigarette. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy N...
Aug 28, 2019•14 min•Ep. 103
First Popeye’s and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat burger. Hasbro is dropping $4B for British cartoon Peppa Pig (and it’s also getting some rap artists). And Dish is about to be the 4th biggest telecom company after the Sprint-T-Mobile merger, so we jumped into it Snacks style. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https:...
Aug 27, 2019•17 min•Ep. 102
Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got personal). White Claw by the Mark Anthony group is the spiked seltzer whose sales have quadrupled as it takes on beer. And News Corp announces Knewz, a new app trying to out-play tech in its top skill: aggregation. 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...
Aug 26, 2019•16 min•Ep. 101
Dick’s pulled a classic tool out of its belt: A/B Testing. Our “Unicorn of the Day” is Wheels Up, which claims it’ll be the Airbnb of private jets (and Tom Brady and Serena Williams are members). And Germany’s 30-year bonds hit negative interest rates — so we break down what they are and why they’re so rare. 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...
Aug 23, 2019•17 min•Ep. 100
We dove into WeWork’s IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but it’s a major lesson on how to quit something smartly. And Waymo (owned by Google) is sharing its self-driving car knowledge to make self-driving actually happen. 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.
Aug 22, 2019•14 min•Ep. 99
Apple’s card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its biggest ever food brand, focused on organic food. And Tesla’s solar panel unit announces a rental version — just as it gets sued by Walmart. 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.
Aug 21, 2019•16 min•Ep. 98
Makeup legend Estée Lauder jumped 13% after its earnings report, but we were most interested in its “travel retail channel” surprise. SmileDirectClub wants to IPO, so we jumped into its filing documents and found an Instagram story. And the Business Roundtable held a meeting, but ended up renewing its vows of what being a corporation actually means today. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy No...
Aug 20, 2019•17 min•Ep. 97
Our last Snacks episode until Tuesday 8/20 (we're off for a week for Jack's wedding). Facebook’s had a rocky relationship with the news industry, but it’s trying a major new partnership to fix what it broke. Roku is the new king of streaming after its Rudy moment. And sperm startup Dadi just raised $5M as money pours into fertility — now healthtech is the next wave of Brandicorns. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy...
Aug 09, 2019•18 min•Ep. 96
Lyft jumped after its huge loss wasn’t as bad as expected — but we found two other stories with a bigger takeaway about the tech industry. Boston Beer Company is famous for its Sam Adams label, but a recent report highlights why it’s not a beer stock anymore. And prescription drug distributors are getting sued by states, and we learned a key price tag of the opioid epidemic. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and C...
Aug 08, 2019•15 min•Ep. 95
FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks — Shake Shack popped 18% not just because of a new strategic move, but because its leadership was open to changing its mind. Disney’s earnings hit record revenues, but spent $3B more money than it made because of acquisitions. And IAC owns a piece of everybody in the human-connecting-human apps industry, including Tinder and Angie’s List. Learn more ab...
Aug 07, 2019•14 min•Ep. 94
Worst. Day. Of. The. Year. The trade war just opened up a fresh new front: the currency battles. Meat giant Tyson shares surged, but then it announced it’s being investigated for collusion on your chicken prices. And Compass has almost doubled its valuation in less than a year to $6.4B — its dream is to bring tech to real estate. 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/...
Aug 06, 2019•17 min•Ep. 93
Pinterest is defining itself as the most positive, happy, feel-good social media app — and usage is jumping. Delivery apps had their biggest week yet, so we jumped into it Snacks style. And oil icons Exxon Mobil and Chevron reported earnings, which reveal a “glut” issue in the whole industry. 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.
Aug 05, 2019•15 min•Ep. 92
Kellogg enjoyed its best day in two decades even though cereal sales are struggling big. Canada Goose removed a single word from its website, causing the stock to drop Thursday. And stocks fell because of the trade war — you’re going to finally notice the tariffs that hit consumer products. 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.
Aug 02, 2019•15 min•Ep. 91
Turns out lawn phenom Scotts Miracle-Gro has been enjoying a sales boost by equipping cannabis producers to grow indoors. Fitbit plummeted 14% on a struggling new smartwatch, but its future could be Apple-style services. And stocks plummeted yesterday because of the Fed, so we break down 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-my-info.
Aug 01, 2019•15 min•Ep. 90
Turns out Apple is no longer an iPhone company after releasing its latest quarterly earnings report. Under Armour hasn’t embraced the athleisure trend enough and its latest 14% stock drop reveals it needs a rebrand. And P&G stock jumped 4% even though it suffered a $5.4B loss — blame that on its razor biz (which is blaming beards). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art1...
Jul 31, 2019•14 min•Ep. 89
A new drug company hath been born — Pfizer is merging its portfolio of off-patent drugs (like Viagra and Lipitor) with epi-pen-maker Mylan. Beyond Meat’s earnings report had a good side and a dark side. And The Athletic’s subscription-only sports news biz model is winning the media industry with a new milestone. 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-sel...
Jul 30, 2019•15 min•Ep. 88
