Warner Music filed to IPO because streaming saved the music industry. Uber shares surged 10% before the weekend on word it’s actually planning to become profitable by the end of this year (*depends how you define “profits”). And Europe’s telecom giants Ericsson and Nokia woke up to word the US government may want to acquire them because we’re desperate for a 5G internet network. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy a...
Feb 10, 2020•19 min•Ep. 207
Dunkin’ announced earnings, but we’re focused on the subtle hints that it’s transforming into a fancy coffee chain. World Wrestling Entertainment stock dropped 9% and we’re blaming the XFL situation. Twitter shares surges as the social network tries to convince you it’s in the most healthy shape of its life. 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...
Feb 07, 2020•18 min•Ep. 206
Turns out Spotify just made (another) acquisition in the podcast space because it’s trying to build a “gated garden.” Instagram’s numbers leaked and we finally learned how it stacks up to YouTube. And Chipotle’s sales surged 13% because its new CEO is cooking up a Taco Bell-ificiation strategy. 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.
Feb 06, 2020•18 min•Ep. 205
Snackers want to know why Tesla stock has surged a freakish 60% in the last week, and the answer lies in avocado trees and orange groves. Visa is already Earth’s biggest payment processor, but now it’s making the biggest change to credit card transactions in a decade: AKA, “the swipe tax.” And BP’s oil empire is getting harvested by BP. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art...
Feb 05, 2020•20 min•Ep. 204
Alphabet’s stock fell 5% after its earnings report, but the real highlight was YouTube — the company disclosed financial info for the first time. Harry’s razors was supposed to be acquired by Schick’s parent company, but now federal regulators are trying to block the deal. And last week we looked at the companies hurt by Coronavirus, so this week we’re looking at who’s benefiting. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy...
Feb 04, 2020•19 min•Ep. 203
Shares of One Medical jumped 47% because it’s trying to make you love doctor’s appointments. Nike’s freakishly performance-enhancing shoe just got approval for the Olympics — and gold medals are critical to its brand. And Pinterest whipped up a virtual makeup feature because being your first spot to discovery is what it depends upon. 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....
Feb 03, 2020•17 min•Ep. 202
Juul was supposed to save the world from smoking, but it made a critical decision that its new owner, Altria, is now paying for. The Bouqs direct-to-consumer flower startup raised $30M because it wants to get invited to your wedding (but 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.
Jan 31, 2020•18 min•Ep. 201
Apple’s 4 divisions are as big as 4 other super companies. Barstool Sports hits a $450M valuation after an investment from a casino company. And SAP is the most valuable company in Germany, but no one really knows what it does — good thing it just announced earnings, and it’s all about FOMO Marketing. 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.
Jan 30, 2020•20 min•Ep. 200
Scooter pioneer Bird just acquired a German rival, but it’s a sign the future scooter wars are going to look a lot like today’s delivery wars. Casper’s valuation dropped from over $1B to $744M before its IPO as public investors laugh at the VCs that thought it was a tech company. And MGM is looking to sell itself to Apple, Netflix, or the rest of the “Big 6.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privac...
Jan 29, 2020•18 min•Ep. 199
Women’s coworking icon The Wing enjoyed a major investment from fellow coworking pioneer WeWork… which just sold off that stake. GM’s latest moves in Detroit have turned a shutting down factory into its new capital of electric vehicles. And coronavirus dropped stocks big to start the week, so we’re looking at who got hit the hardest and 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:...
Jan 28, 2020•18 min•Ep. 198
The “Seamless of Weed” is Eaze, but it’s having problems growing. Intel’s stock hit its highest point since the first internet boom, so we’re looking at chips on chips on chips. And Clay Christensen passed away, but his word “disruption” is living on aggressively. 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.
Jan 27, 2020•16 min•Ep. 197
Tinder is adding new security features for your first date — it’s consistent with a trend that’s defining tech in 2020. Google made a minor tweak to google.com with major implications. And our “Half-icorn of the Day” is The Athletic, the digital sports news company that just snagged a $500M 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.
Jan 24, 2020•17 min•Ep. 196
Delta unveiled the biggest corporate bonus plan ever, so we’re looking at its Return On Investment strategy (Happy flight attendants = Happy fliers). GM unveiled a robocar that reaches Level 5 on the all-mighty (and unofficial) self-driving car measuring stick for self-driving-ness. And startup Memphis Meats snags the biggest ever fundraise for a cell-based meat company — growing chicken thighs in the lab. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at...
Jan 23, 2020•19 min•Ep. 195
Amazon is pursuing a new feature to sell to retail stores to take on Apple Pay — We’re talking “pay by hand” (and we’re calling it “Amazon Hand”). Uber’s whipping up a “name your own price” idea for drivers so it can prove to regulators it’s just an app, not a ride company. And PetMed Express shares fell 6% even though it’s sitting on top of 2 trends. Also, we’re flying over to London for the Robinhood launch across the pond — you can sign up to attend our live pod recording on Jan 28th or Jan 2...
Jan 22, 2020•19 min•Ep. 194
We’ve got a new #1 in the US meal kit market — HelloFresh is beating Blue Apron (even though mealkitting may be in trouble). Zales/Kay/Jared’s owner Signet Jewelers watched its stock pop 40% last week, but its “Path to Brilliance” plan may not be working. And Microsoft is acting more like a non-profit, announcing it’s not just going carbon neutral… it’s going carbon negative (mic drop). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/p...
Jan 21, 2020•18 min•Ep. 193
Shares of the Gap pop 5% on word it’s doing the opposite of what it planned to do — it’s no longer spinning off Old Navy, its best-performing brand. NBC reveals the details of Peacock, but it’s acting like the flaky friend of the Streaming Wars. And China holds German car companies hostage (the USA is no longer the only global economic police). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at htt...
Jan 17, 2020•17 min•Ep. 192
We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because it’s working on what Hasbro can’t: A Baby Yoda doll. And Califia Farms is our (almost) “Unicorn of the Day,” snagging $225M in fresh funding to make plant-based milks bigger than plant-based meats. 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....
Jan 16, 2020•17 min•Ep. 191
It’s big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B to acquire Plaid, the fintech app that sits on a treasure trove of financial info, like your Venmo account. And BlackRock’s CEO whips up a new mandate: $7T to fight climate change through good, clean, financial pressure. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy...
Jan 15, 2020•16 min•Ep. 190
We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone — treating diseases with your saliva. And Primo Water boasts that it’s a pure-play water company, but it just got swallowed up. 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-in...
Jan 14, 2020•18 min•Ep. 189
Quibi raises (another) $400M to create a new “era” (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And “the OPEC of chocolate” may raise prices on the critical ingredient for Hershey and Mondelez sweets. 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.
Jan 13, 2020•19 min•Ep. 188
Verizon whips up a new pricing model for its cable TV, but it’s basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employees (we’re in a new decade of unicorns). And 100% wine tariff threats may mess with your Friday evening pinot plans. 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-...
Jan 10, 2020•19 min•Ep. 187
We’re testing out a new title format, Snackers. Grubhub shares jumped 13% on news it’s trying to sell itself. Spotify’s launching a dynamic new advertising format that reminds us of Facebook. And the “you might die from this” fitness event startup Tough Mudder is reportedly being pushed to file for bankruptcy. 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-...
Jan 09, 2020•18 min•Ep. 186
Impossible Foods is adding plant-based sausage — but rival Beyond Meat’s stock jumped 10%. Goldman Sachs’ stock has barely budged in the last 3 years, so it’s redecorating itself to focus on 1 word: Transparency. And Tesla shares just hit an all-time high as its Gigafactory opens in China, so we’re looking at whether that makes sense. 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...
Jan 08, 2020•18 min•Ep. 185
SmileDirectClub abandoned its direct-to-consumer ways to launch in Walmart stores, but it’s missing one big thing: Its core product. Taser-inventor Axon acquired a rival last year, but now it’s been accused of running a taser monopoly. And Yum Brands happens to own Taco Bell, Pizza Hut, and KFC, but now it’s acquiring a burger chain — so why burgers, why now? Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privac...
Jan 07, 2020•17 min•Ep. 184
Aaaand we’re back. While you were unwrapping gifts, Snapchat treated itself to an augmented reality startup that makes the hilarious filters for Snapchat. OneMedical just filed paperwork to IPO already even though the industry it’s in hates new brands. And Apple’s got a new mantra for 2020: Make HomeKit 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...
Jan 06, 2020•18 min•Ep. 183
In our last pod of 2019 (we’re taking a 2-week break until Monday, January 6th), we’re going digestibly bold: Our 3 bold predictions for 2020. Will Apple buy Tesla? Can Amazon eliminate boxes? And does Chipotle really need tables, or can it just do delivery and pickup? We’ll see you Snackers again in 2020. 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...
Dec 20, 2019•15 min•Ep. 182
Ikea’s always been focused on furniture, now it aims to democratize smart furniture (but it needs help). FedEx plummeted 10% because it’s losing its profit puppy. And International Flavors & Fragrances makes the scents and tastes you’re touching and tasting daily, but shares fell 9% because its latest merger is all about 1 single bet. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://a...
Dec 19, 2019•16 min•Ep. 181
Weight Watchers tried to turn itself around the last couple years by adding Oprah to the board, but now she’s headlining a 9-city WW wellness tour. Now that Boeing has officially suspended production of its controversial 737 Max planes, we break down its worst year, by the numbers. Getting Alexa everywhere was Part 1 of Amazon’s voice activation plans — Part 2 is making money off your Alexa use. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://ar...
Dec 18, 2019•19 min•Ep. 180
H&M has spent 2 years trying to burn fewer clothes (literally), and an 11% sales rebound shows it’s finally working. Intel splurged $2B on a chip company because the last time it tried to build its own, it failed. And Sprout Social IPO’d to help your company’s social media manager relax. 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.
Dec 17, 2019•17 min•Ep. 179
V-commerce — aka “voice commerce” has new momentum after online radio Pandora tests ads that let you talk back. Car prices are starting to mimic airplane ones, forcing you to pay extra if you want anything. And stocks hit record highs last week on word the US and China actually/finally reached an agreement over phase 1 of the trade deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://ar...
Dec 16, 2019•16 min•Ep. 178
