Starbucks’ surged 10% last week thanks to a Pumpkin Spice Latte-powered record quarter — But 20 years ago, the PSL’s creation almost didn’t happen. Sam Bankman-Fried is guilty of “one of the biggest financial crimes in history” — But we noticed the newest red flag in startups… is founder fashion. And a cyberattack on Clorox resulted in massive product shortages last quarter — Because cyberattacks have become like natural disasters. $SBUX $CLX Subscribe to our newsletter: tboypod.com/newsletter W...
Nov 06, 2023•22 min•Ep. 1077
Meta just launched ad-free Instagram in Europe — But we think Zuck doesn’t want it to work because price ($17/mo) is a signal. Estée Lauder’s beauty stock just plummeted to its lowest level in 6 years — Because it turns out nearly ⅓ of its sales come from airports. And Six Flags just merged with Cedar Fair in an $8B theme park deal — But the real story isn’t the roller coasters, it’s the characters. $FUN $SIX $EL $META Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, o...
Nov 03, 2023•22 min•Ep. 1076
Electric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines. The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantly — Because nostalgia follows a 20-year life cycle. And The National Association of Realtors was just found guilty for fixing commissions at 6% — It’s an earthquake for the industry of 1.5M real estate agents. $Z $URBN $TSLA $GM $F $AAPL Subscribe to our newsletter: tboypod.com/newsletter Want merc...
Nov 02, 2023•21 min•Ep. 1075
Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast) Target has said all year long that it’s struggling because of 1 thing: Theft (aka “shrinkage”) — But we just got the data from a journalist’s investigation… and Target doesn’t want you to hear it. And JetBlue stock is about to hit an all-time low — Because when all you do is chase trends, you eventually run out of gas...
Nov 01, 2023•21 min•Ep. 1074
The most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff. Chevrolet just unveiled their 7th advertising slogan in 70 years — But this could be Chevy’s final tagline. And The White House just signed an Executive Order on Artificial Intelligence — But Marc Andreessen disagrees with every word of it. $HSY $GM Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Bes...
Oct 31, 2023•21 min•Ep. 1073
One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents. One year ago, Glossier made a big pivot: Going from direct-to-consumer to selling in Sephora stores — It’s how Glossier went from awareness to action. And Amazon won last week’s Big Tech earnings, but we have to talk about the real surprise: Amazon’s Droid Army — Amazon has 750K robots… and some of them now look like humans. $LVMUY $AMZN Subscribe to our newsletter: tboypod...
Oct 30, 2023•21 min•Ep. 1072
The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making. Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investors don’t look backward, they look forward. And Ford finally reached a deal with the auto union — And it reveals the power of one negotiation tactic: “The Art of Anchoring”. $CELH $MAT $F $SPY Subscribe to our newsletter...
Oct 27, 2023•20 min•Ep. 1071
Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds. DINK (“Double-Income No Kids”) isn’t just a lifestyle, it’s an economic force — Federal Reserve data shows that DINKs have higher net worth than all other households. And TikTok is hosting a concert headlined by Cardi B — TikTok is building cultural capital to prevent a TikTok ban. $MSFT $AAPL Subscribe to our newsletter: tboypod.com/new...
Oct 26, 2023•21 min•Ep. 1070
41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” moment, and it’s because of FOMO. The fastest-growing restaurant in America is Texas Roadhouse — From Applebee’s to The Olive Garden, chain restaurants are enjoying a resurgence. And Kristen Bell & Dax Shephard’s diaper startup, Hello Bello, has filed for bankruptcy — Because there’s a dirty secret about the Direct-To–Consumer business model. $TXRH $DIN $...
Oct 25, 2023•20 min•Ep. 1069
Skims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will have to overcome. America’s budget deficit effectively doubled to $1.7 Trillion this past year — The solution to our debt problem is to make the unpopular… popular. And the NBA tips off tonight with a 60% surge in ticket sales, driven by foreign fans — So found the 3 reasons why basketball is more popular outside the US than on homecourt. $VSCO $SPY Subscribe t...
Oct 24, 2023•21 min•Ep. 1068
Want to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correlation with Wall Street. For the 1st time ever, Disney just told us ESPN’s financial numbers — We reveal the $7-8/mo secret subscription that every American paid ESPN for years. And Amex just told us 2 things are true: customers are angrier than ever, yet profits are higher than ever — Because customers chirp, but they don’t churn. $SPY $MCD $AMEX $DIS Subsc...
Oct 23, 2023•22 min•Ep. 1067
Spotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pay for, publicity is what you pray for. A report from the Fed confirms that average US household wealth grew 36% during the pandemic — One reason why? Americans own more stock than they ever have. And United Airlines says it’s (finally) invented the perfect way to board an airplane — So we gotta talk about a bad business bias: “Status Quo Bias.” $SPOT $...
Oct 20, 2023•22 min•Ep. 1066
Netflix just reported earnings, but the real highlight is its newest product: Mini-Theme Parks — Netflix is selling $1,600 wedding dresses to keep you subscribed. Charmin just announced new toilet paper after 100 years of sameness — Finally innovation for TP: it’s the biggest whitespace in business. And the Hollywood Actors’ Strike has gotten so bad, they’re calling in George Clooney — But the biggest impact of the Actor’s Strike is on the blue collar crew. $NFLX $PG $DIS Subscribe to our newsle...
Oct 19, 2023•19 min•Ep. 1065
DoorDash just confirmed that ⅓ of their customers play video games for an hour or more per day — So they changed their entire marketing strategy. Goldman Sachs just admitted its biggest mistake: The Apple Card — Because Goldman got blinded by the brand. And the #1 school system in America? It’s run by the Pentagon — Military children get the best education in the country because it pays teachers double. $GS $AAPL $DASH Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, o...
Oct 18, 2023•19 min•Ep. 1064
Saturday Night Live just began its 49th season on TV, but it’s not a TV show anymore — SNL is a YouTube show. Tesla is facing pressure to do one thing it’s never done before — pay for a Tesla advertisement. And we just got 2 conflicting stats: More people than ever are having dinner at 5pm… and partying after 11pm — It’s the New Party Economy. $CMCSA $TSLA $MC Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best...
Oct 17, 2023•20 min•Ep. 1063
Odds are you’re getting a costume from Spirit Halloween this week, at one of their 1,400 seasonal locations — But Spirit’s real estate operation follows a strict 3-part calculation. Microsoft just completed its biggest acquisition ever: $69B for video games — Microsoft’s “house of brands” is 2nd in value only to Apple’s “branded house”. And Costco makes more money selling clothing than Lululemon or Ralph Lauren do — And it’s all because Costco’s co-founder believes prices can be like a drug. $CO...
Oct 16, 2023•20 min•Ep. 1062
You know that extra fee you’re stuck pay at the end when you’re buying concert tickets or a hotel room? California just banned them (starting in June) — Because time is money, a ban on fees saves us $1B. Reebok was huge in basketball when Shaq and Iverson played, so Reebok just hired them — Their corporate job? Influence the influencers. We just got the best survey there is on what teens spend their money on — So we found 5 surprising trends you need to know (spoiler: Buy New Balance, eat Goldfi...
Oct 13, 2023•23 min•Ep. 1061
This year, Mexican beer, liquor, and cocktails have all hit #1 in America – There are 3 reasons why, and one of them is storytelling (story-selling?). Every social media platform is leaving away from news right now, except for one: LinkedIn — Because LinkedIn has a team of 250 in-house journalists. And Taylor Swift’s concert movie hits theaters tomorrow, expected to be Top 10 opening weekend — It makes us think the future of movie theaters is not movies. $BUD $STZ $MSFT $AMC Subscribe to our new...
Oct 12, 2023•19 min•Ep. 1060
249-year old Birkenstock goes public today with an IPO — And if “The Lindy Effect” applies, Birkenstock will live *another* 249 years. Roku’s new streaming strategy: Buy leftover TV shows — We call it The Moneyball Strategy: find value in things others don’t. And Billionaire Charles Feeney invented the Duty-Free Store — He passed away yesterday, but not before giving away his entire $8B fortune to charity. $BIRK $ROKU $DUFRY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shout...
Oct 11, 2023•21 min•Ep. 1059
After the surprise attack from Hamas, Israel is responding with punishing economics — It’s escalating its blockade on the Gaza Strip to a siege. The biggest potato company in America? It’s $13B Lamb & Weston, and its potato stock is at an all time high because we’re ordering more fries — Call it the French Fry index: The purest measurement of consumer confidence. And the biggest VC fundraise of the year is $1.7B for a parking lot — Metropolis is using billions to techify 3,300 parking garage...
Oct 10, 2023•21 min•Ep. 1058
The Michelin Guide is expanding from restaurants to hotels — This tire company (Michilin) getting into travel guides is one of the great stories of marketing history. To make AI happen, Meta launched 26 celebrity-based chatbots who look and interact like real people — Zuck paid the celebs millions, proving that AI fortunes favor the huge. And ExxonMobil is reportedly planning its biggest acquisition since… Exxon acquired Mobil — The $60B deal would make ExxonMobil the 4th biggest oil-producing (...
Oct 09, 2023•22 min•Ep. 1057
The #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “minnovation”. Ozempic is already being used by a shocking number of people — It’s not just a weight loss drug. It’s changing the entire economy. And you can now buy stock in Shrek (literally the music from the movie Shrek) — It’s financial memorabilia for which we’re happy to pay an emotional premium. $NVO $HPGSF Play our weekly news quiz: go.tboypod.com Sub...
Oct 06, 2023•22 min•Ep. 1056
FIFA just announced the 2030 World Cup hosts… sorry 6 different countries as co-hosts — Because sports has a Dictator Problem. Airbnb is facing more challenges right now than it ever has – So Airbnb’s going on a Pre-Apology Tour. And Tom Hanks just went on Instagram to warn you: The Tom Hanks video you’re seeing isn’t really him — Artificial Intelligence had its Tom Hanks moment. $ABNB $META Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to:...
Oct 05, 2023•21 min•Ep. 1055
Sam Bankman-Fried’s criminal trial just kicked off with some wild details ($55M for Tom Brady to work 20 hours?) — But we noticed some similarities between geniuses and frauds. You can now watch the entire “Mean Girls” movie… via 23 TikTok posts — It’s a prime example of how we prefer snacking on content. And everyone rips on Millennials for being financially behind previous generations — But Millennials are ahead on retirement savings, thanks to the “auto-401k”. $PARA $BTC $ETH Subscribe to our...
Oct 04, 2023•21 min•Ep. 1054
Toys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, it’s also a mindset. The Nobel Prize was awarded to 2 scientists who invented the mRNA platform — But the surprise winner of the COVID vaccine is UPenn. And the Sphere in Las Vegas just hosted its 1st concert, so the stock popped 15% — This 8th wonder of the world highlights a new phenomenon: “Second-Screening.” $SPHR $AMC $MRNA $PFE Subscribe to our newsletter...
Oct 03, 2023•20 min•Ep. 1053
Blue Apron was sold to Wonder for $100M — The problem? That’s 95% lower than the mealkit compay’s peak valuation. We found out why. The S&P 500 fell by 5% in September — We found the quintuple whammy of economic worries that explain it. And luxury car brands are moving from car sales to condo sales — Because the cure for a commodity is a brand. $APRN $SPY $DRPRY $VWAPY $AML Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.c...
Oct 02, 2023•20 min•Ep. 1052
Ask Nick & Jack (almost) anything with this form . The newest and fastest-selling product at Costco? 1 oz gold bars — Because gold is the financial emergency survival kit for money. Microsoft is hiring for a surprising new role — Microsoft needs someone to build its own nuclear power plant. And Levi’s outgoing CEO has one major regret: He wishes he’d fired *more* people — Because you should “fire fast and hire slow.” $GOLD $COST $LEVI $MSFT Subscribe to our newsletter: tboypod.com/newsletter...
Sep 29, 2023•20 min•Ep. 1051
Tomorrow is the last day you can order a DVD from Netflix — For 10 years Netflix was just DVDs, then it made a brilliant pivot… by putting the DVD people in another building. Detroit is known for making cars, but now for politics too — Because in 2024, EVs are on the ballot. And ChatGPT is talking to the designer of the iPhone to make a physical thing — Pretty soon, you may be chatting to a “chatpod”. $NFLX $AAPL $TSLA $GM $F Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shou...
Sep 28, 2023•20 min•Ep. 1050
The surprise reason Lululemon enjoys consistent 20% growth every quarter? Cause it’s selling to moms and daughters *and* grandmas — Because Lulu prioritizes function over fashion. Amazon was just sued by the FTC and 17 states for running an illegal monopoly — But the biggest challenge to this lawsuit… is the law. Yelp is cracking down on what we’re calling “faux-star reviews” — It’s a fake review Hall of Shame. $LULU $YELP $AMZN Subscribe to our newsletter: tboypod.com/newsletter Want merch, a s...
Sep 27, 2023•18 min•Ep. 1049
Hasbro’s Nerf brand was essential to our childhood, so it’s opening its 1st ever Nerf theme park — Because great brands are like a rubberband… they can strettttch. The writers have reached a tentative deal with Hollywood (spoiler: Sources say it’s fantastic for the writers) — Now the other strikers will pull a Meg Ryan and ask “I’ll have what she’s having.” And Spotify just launched a feature that translates podcast hosts into different languages — It can translate words, but can it translate ch...
Sep 26, 2023•19 min•Ep. 1048
