Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the industry’s Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last month (seriously), so we’re looking at the signs from back in March that this could have happened. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.c...
May 06, 2020•17 min•Ep. 267
Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but we’re not blaming the corona-conomy. And Quibi’s facing a legal drama that they could probably turn into a Quibi show. 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...
May 05, 2020•19 min•Ep. 266
Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret was supposed to be acquired by a private equity firm this week, and it’s all coming down to one dramatic line in legalese. And Clorox’s earnings report didn’t shock us — but its implications on a fad versus a trend did. 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...
May 04, 2020•19 min•Ep. 265
Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because software’s not eating the world, apps are. 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/priva...
May 01, 2020•18 min•Ep. 264
We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Pictures’ “Trolls 2” would change movie math, the movie theaters just responded with the most aggressive open letter we’ve ever seen. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.co...
Apr 30, 2020•18 min•Ep. 263
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasn’t just adorable — its direct-to-streaming pivot may change movie industry math forever. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at http...
Apr 29, 2020•17 min•Ep. 262
All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen decided to reopen the world’s biggest car factory, but it’s got a chicken/egg problem. And Nestle’s earnings reveal more about pets than they do about humans — an accelerated trend. 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...
Apr 28, 2020•18 min•Ep. 261
If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, ‘what the heck, let’s go public’ — even though there are literally no live sports to bet on right now (except Russian table tennis). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy...
Apr 27, 2020•19 min•Ep. 260
Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is facing in a corona-conomy. And Gilead’s COVID-19 treatment just had disappointing results from a leaked report — markets react accordingly. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art1...
Apr 24, 2020•18 min•Ep. 259
Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a triple-whammy of accelerating trends. And while the restaurant industry is hit hard, Chipotle’s CEO made moves that popped the stock 12% Wednesday. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice ...
Apr 23, 2020•18 min•Ep. 258
Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads dry up — we have two ideas for how it can be saved. And DuPont is the oldest company we’ve ever covered on Snacks Daily, but its pivot is totally fresh. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice a...
Apr 22, 2020•19 min•Ep. 257
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college — and it just plummeted 200% in one day to cost less than your lunch (spoiler: Negative prices may become a thing). And gaming is having such a moment right now, Facebook Gaming lets you live stream your Fortnite to Facebook. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy an...
Apr 21, 2020•18 min•Ep. 256
The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after showing off all its cash, though Thanksgiving is its expiration date. And markets surged Friday on word drugmaker Gilead has a COVID-19 treatment that works — and how this went down sounds like a movie script. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at htt...
Apr 20, 2020•17 min•Ep. 255
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can stay focused on being a “one and only” business. Amazon’s new strategy is all about reversing its old one — it wants you buying less. And BlackRock’s profit puppy takes a really tiny fee on an enormous ocean of money. 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...
Apr 17, 2020•17 min•Ep. 254
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means you’ll own part of Delta, United, JetBlue, and the whole flying gang. And our “Maybe Unicorn of the Day” is Aaptiv, which claims to be “the Netflix of Fitness,” but we think it’s really “the Spotify of Fitness.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California ...
Apr 16, 2020•20 min•Ep. 253
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime love, but Roku’s latest numbers prove it’s truly the platform of the people. And startup Thrasio just hit a $750M valuation in less than 2 years by hunting down and eating up Amazon-trepreneurs. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at http...
Apr 15, 2020•17 min•Ep. 252
In the world of fast food, Dunkin’ is 100% focused on a franchise business model — a strength and a weakness in specific economic moments. Rivals Google and Apple are shockingly working together on a new project to end COVID-19 by looking how close you are (literally) to the virus. And we’re seeing how states and cities could go bankrupt because their own business model is kind of like small businesses. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at ht...
Apr 14, 2020•18 min•Ep. 251
We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of streaming. Oil prices surged on a Saudi/Russia kumbaya moment, but it highlights how little control Exxon has over its profits. And Google’s drone delivery startup, Wing, just saw usage double because it’s doing what it always was supposed to do. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Pr...
Apr 13, 2020•19 min•Ep. 250
Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need their suitcases), but the extent of benefits and way they announced it reveal a major change in HR strategy. Airbnb is raising $1B debt and Slack's raising $750M to get through the corona-conomy, but the 2 different paths reflect 2 different situations. The stock market’s recovery could look like a “V”...or a “U”...or an “L” — we’re breaking down all the options alphabetically. Learn more about your ad ...
Apr 09, 2020•19 min•Ep. 249
Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy. The Olive Garden revealed shockingly big sales declines (and 1 huge sales increase), but we think its future is in emulating clothing retail with omnichannel sales. Lear probably made the seat in whatever car you’re driving in — and it’s also whipped up a blueprint for every company’s post-corona-conomy back-to-work plans. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Priva...
Apr 08, 2020•18 min•Ep. 248
Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking at the smart money’s moves. Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the powerful slide #12 in its earnings deck. And we’re comparing JP Morgan CEO Jamie Dimon’s experience from the ‘08 financial crisis to the current one — because he’s the last big bank chief still around from the days of Lehman Brothers. Learn more ab...
Apr 07, 2020•18 min•Ep. 247
WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business model is a public health risk. The surge in video game demand from companies like Sony in the corona-conomy actually marks an evolution in the term “social media.” And Google’s latest Big Data project could help rebrand the whole Big Tech industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy ...
Apr 06, 2020•18 min•Ep. 246
China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. YouTube pulls a Facebook-on-Snapchat and copies TikTok because it wants mobile video. And Marlboro-owner Altria is being told by the government it should reverse that whole Juul investment it made — because it was really a collusion 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:/...
Apr 03, 2020•18 min•Ep. 245
Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break — We’ll be whipping up our 3 mega takeaways on the corona-conomy. On today’s pod… Carnival Cruises was already facing a no-one-is-cruising-right-now moment — but now its Panama corporate citizenship is messing with its desperate bailout needs. HBO just made a critical hire for CEO of Warnermedia during the most important month for streaming of the year. And McCormick spices dippe...
Apr 02, 2020•20 min•Ep. 244
We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the most popular free app in the world, but now it’s facing its 1st major privacy investigation. And our “Unicorn of the Day” is ride-share under-puppy Via — it just raised $200M for AI-powered busses in the strangest timing for a ride-share investment yet. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and Californi...
Apr 01, 2020•18 min•Ep. 243
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came via push notification. Cal-Maine is the largest egg producer in the country and it’s having a moment right now (eggs are essentially essential). And Johnson & Johnson shares jumped 8% on word it may be leading the race-for-a-corona-cure. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/pr...
Mar 31, 2020•19 min•Ep. 242
It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup “Fast” raised a new round of financing from Stripe to solve online shopping cart anxiety, but its real power is as a Big Tech outsider. And Nike’s earnings report reveals a valuable Wall Street strategy: Be a “close talker.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at ht...
Mar 30, 2020•17 min•Ep. 241
Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers — 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out of 99% of the cities it scoots around in, but a new fundraise could drop its valuation by 80%. And you’d think Target is living its best life right now, but a surprise report reveals that its profit puppies are getting no love. Learn more about your ad choices. Visit podcastchoices.com/adchoices See...
Mar 27, 2020•17 min•Ep. 240
Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into a spreadsheet for you. Twitter and Facebook are enjoying bandwidth-breaking usage, but they’re about to face the ad-pocalypse of 2020. And workout platform ClassPass is launching virtual workouts — 1 year after they first tried the same exact thing and failed. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy an...
Mar 26, 2020•18 min•Ep. 239
Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation arm whipped up its 2nd startup — a direct-to-consumer cat brand called Cat Person that’s changing direct-to-consumer. And marijuana companies faced an oversupply problem pre-coronavirus, but quarantines may be their cure. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https...
Mar 25, 2020•19 min•Ep. 238
