If you noticed that Avis shares plunged, that’s because Lyft just whipped up a car rental service. The hero of Disney+ has been Baby Yoda, but toy-maker Hasbro didn’t get the memo and missed out on millions of potential holiday toy sales. Delta’s Investor Day lets us get to know the airline better — and it’s basically a credit car company. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://...
Dec 13, 2019•17 min•Ep. 177
Oil legend Saudi Aramco is the most valuable company in the world and it just IPO’d, but how does it make money? Luggage brandicorn Away went through a week worse than your worst travel trip, so we’re looking at what actually went wrong. And Lululemon reported earnings, but we’re curious about whether it can become the next Nike. 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/...
Dec 12, 2019•18 min•Ep. 176
Just in time for your first turns, Vail Resorts’ earnings gave insights on where you should ski — and highlighted the growing showdown on ski passes. Yumi raised $8M for fancy subscription baby food, but we’re focused on who gave them that money. And the NAFTA trade treaty is being replaced by the USMCA now that Congress, the Senate, and the President are all on board. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and Califor...
Dec 11, 2019•18 min•Ep. 175
Yesterday we broke down why Airbnb shouldn’t acquire a competitor — now they just took the first step in acquiring another called Zeus. Amazon lost the $10B JEDI contract with the government, but its fight against the decision reveals what business ethics are all about. And former Fed Chair Paul Volker passed away, so we’re sharing his 2 biggest financial lessons. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California P...
Dec 10, 2019•18 min•Ep. 174
Alphabet’s self-driving car company, Waymo, just took a big step towards real robotaxis — an app for the general public. Otis Elevators made skyscrapers possible, and now it’s getting spun-off into its own company. And a fresh profile on HipCamp (the Airbnb for camp sites) has us wondering if it’s simply an Airbnb acquisition target. 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....
Dec 09, 2019•19 min•Ep. 173
Rent the Runway partnered up with W Hotels so you don’t have to pack clothes for vacation. GM and LG are launching a joint venture focused on car batteries, which are the critical (and absurdly expensive) part to any electric car. And Tupperware is trying to go upscale with its plastic by claiming its reusable plastic is more sustainable… even though it’s plastic. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California P...
Dec 06, 2019•17 min•Ep. 172
Absurdly expensive coat designer Canada Goose just opened up a store that literally snows inside — “experiential retail” is now “sensational retail.” Nintendo’s Switch console just enjoyed its best week of sales in the US, even though it’s been around for almost 3 years already. And Duolingo became Pittsburgh’s 1st unicorn, hitting a $1.5B valuation as it teaches you French. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and C...
Dec 05, 2019•19 min•Ep. 171
Google’s legendary co-founders are stepping down effective immediately, but it’s probably because Google’s had its most controversial year in ever. Our “Unicorn of the Day” is Zume whose robot pizza is already worth $2B, and it sells the most intense food trucks you’ve ever experienced. And Roku stock plummeted and then surged after two analysts gave opposite interpretations of its streaming potential. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at htt...
Dec 04, 2019•18 min•Ep. 170
Cyber Monday set a record as the biggest online shopping day in US history — but the real winner this year is Shopify. Jack Dorsey is busy being the CEO of both Twitter and Square, but now he wants to live in Africa for 6 months. And McDonald’s is looking to enter the Chicken Sandwich Wars, but its biggest challenge comes from the inside: Franchisees. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice...
Dec 03, 2019•19 min•Ep. 169
Black Friday in-store shopping actually fell from last year — but purchases made on smartphones and with in-store pickup dominated, so we’re renaming it: “Mobile Cyber Pickup Week.” SoulCycle just lost its CEO while Peloton stock had its best week ever, so we’re getting on both bikes. And Dollar Tree’s stock dropped 19% last week, so we’re looking at how tariffs are about to change everything. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art1...
Dec 02, 2019•18 min•Ep. 168
The 2nd half of our Snacks recording live from Spotify. We sit down with Max Cutler, the Founder & MD of Parcast Studios at Spotify — his startup was acquired by Spotify earlier this year. We’re asking about how he first pitched his company, whether podcasts will follow the Netflix strategy, and what his favorite pod is. 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.com...
Nov 27, 2019•17 min•Ep. 167
Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. Uber has officially been rejected from London because policy risk is a real thing. And Charles Schwab treated itself to an early gift by buying up rival TD Ameritrade for $26B — and the strategy was straight out of Game of Thrones. 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.c...
Nov 26, 2019•18 min•Ep. 166
Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Target is enjoying shipping nirvana and shares are up 91% this year because it’s pulled off same-day shipping magic. And PayPal splurged $4B for deal-snagging pioneer Honey, but Wall Street ironically thinks it overpaid. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice ...
Nov 25, 2019•18 min•Ep. 165
Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce to the Snackers how we got into podcasting, how we built this podcast (every day), and the 5 ingredients for a podcast that people will actually listen to. 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.
Nov 22, 2019•20 min•Ep. 164
Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch with millennials. Greek yogurt legend Chobani just introduced its first non-dairy option: Oat milk. We’re wondering if plant-based milk is a trend or a fad. And TJ Maxx and Urban Outfitters both reported earnings, but discount prices is helping one and hurting the other. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Pol...
Nov 21, 2019•17 min•Ep. 163
Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct line: “Scout” contacts. Microsoft was threatened by Slack, so it launched a rival/knockoff messaging service called Teams — we just learned it’s got 20M users. And Home Depot usually just rides a strong housing market to strong profits, but it botched one part of the business that relies on Home Depot alone. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Priva...
Nov 20, 2019•15 min•Ep. 162
Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it did). Ford unveiled its Mustang-looking electric SUV that’s not just a compliance car. And The New York Times broke down what FedEx did with its tax cut money… which highlights what companies actually do with their tax cut money. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht...
Nov 19, 2019•16 min•Ep. 161
Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway… and it’s totally not Warren’s style investment. Pinterest is such a nice social media company that it’s not throwing enough advertising at users. And Peloton will reportedly launch 2 new products in 2020 as it uses Tesla’s playbook. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at htt...
Nov 18, 2019•16 min•Ep. 160
Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% because Canada’s got an oversupply problem. Daimler and Ford just announced big investments in electric cars, while Tesla’s won awards. And our “Maybe-Unicorn of the Day” 1Password knows you don’t want to remember 243 usernames and passwords — it’s service makes you remember just 1. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://ar...
Nov 15, 2019•16 min•Ep. 159
Google plans to launch a checking account, another sign that Big Tech wants to understand your daily spending. Nike decided it no longer wants to sell on Amazon, probably thanks to its new CEO (who is an eBay guy). And the Uber for freight, Convoy, just raised $400M to take on… Uber Freight. 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.
Nov 14, 2019•16 min•Ep. 158
TikTok set a record for app downloads, so Facebook just decided to knock it off with a new Instagram feature. Alibaba’s Singles Day set a sales record of $38B in 24 hours — so we’re looking at why the stock fell. And big milk giant Dean Foods just filed for bankruptcy, but you can’t (totally) blame Millennials for it. 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...
Nov 13, 2019•15 min•Ep. 157
Adidas tried to update its manufacturing with a fancy new “speedfactory,” but now it’s relocating them out of the US and into Vietnam and China. Both Bumble and Walgreens have something in common: They’re suddenly into private equity. And Apple is planning for an iPhone-less future with iGlasses and iHelmets (we made up those names) after its 5-year plan was leaked. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California...
Nov 12, 2019•16 min•Ep. 156
Party City’s stock dropped 67% after a brutal Halloween and helium crisis, so we’re looking at what issues it can actually control. Zillow has pivoted from just exposing real estate prices to also buying homes — that’s a big and risky bet. And with Gap’s CEO getting fired last week, 2019 has become a record year for CEOs losing/leaving their jobs. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ...
Nov 11, 2019•16 min•Ep. 155
Airbnb’s suffering a sudden trust crisis so it’s responding proactively(ish) with a bold move: Verifying all 7 million of its listings by next year. Coca-Cola’s trying to succeed in the flavored sparkling water market (again) with an aggressive anti-LaCroix move — caffeinated sparkling water for your mornings. And Toyota is the profitable surprise among Japanese car companies because it hates “muda.” A lot. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy a...
Nov 08, 2019•18 min•Ep. 154
An Uber Eats job posting revealed that it’s further monetizing the food delivery app by sticking ads into the search results for “pizza”. Grocery chain Kroger hasn’t recovered from Amazon’s acquisition of Whole Foods, so its Operation Restock recovery plan may involve a clever pricing strategy with Microsoft. And Xerox may acquire HP, which is three times bigger than it. We’re looking at how that’s possible. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy ...
Nov 07, 2019•16 min•Ep. 153
Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked at Hinge and its adorable new mascot. Peloton’s numbers outperformed what analysts expected, but the stock still dropped because Wall Street can be irrational. And Wag is our “Almost Unicorn of the Day” whose jumbo fundraise from a key WeWork investor hasn’t helped. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/priv...
Nov 06, 2019•17 min•Ep. 152
Uber lost a shocking $1.2B last quarter, but now it’s hoping/planning to hit profitability in 2021 (same as Lyft). Under Armour is suffering from a sudden accounting investigation, but the real issue is with its core business, and its sneakers. And Walmart launched alcohol pickup (and some delivery) across 2,000 stores because it can’t beat Amazon on price. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy ...
Nov 05, 2019•19 min•Ep. 151
Remember when we mentioned Google could acquire Fitbit last Friday? It did. So we’re looking to understand why Google’s paying almost double the normal stock price. Insurance giant AIG doesn’t like catastrophes, and last quarter had fewer than expected. And electric toothbrush startup Quip just launched a floss that turns the razor/razorblade pricing model on its head. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and Califor...
Nov 04, 2019•17 min•Ep. 150
Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Apple’s earnings revealed that it’s becoming a wearables company, powered by AirPods and Apple Watches. And World Wrestling Entertainment stock plummeted 16% as its Middle East TV dreams get crushed. 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-se...
Nov 01, 2019•17 min•Ep. 149
Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror snagged $34M in fresh funding from Lululemon, Karlie Kloss, and Steve Cohen’s hedge fund, so we’re looking at who could buy them. And Fiat Chrysler and Peugeut are planning to merge to create Earth’s 4th biggest car company, because merged car companies live longer. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privac...
Oct 31, 2019•16 min•Ep. 148
