The Best One Yet - Nick & Jack Studios

⚾🌭 “BoringBall” — Baseball’s biz strategy. Twitter’s April Fools. Egg-flation’s #1 winner. Mar 31, 2023

Major League Baseball has 10x as many games as the NFL, but half the revenue — so it just made three rule changes to fix “The Boring Problem.” Tomorrow, Twitter is yanking away blue check marks from all its legacy famous people, but can Elon go from “free” to “fee?” And we got an update on the Egg-flation Situation: Egg prices have popped so much that one company’s profits surged 700%.

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Can you go 5 out of 5 on this week’s pop-biz news stories?

$CALM

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🦣 “Mam & Eggs” — Vow’s lab-grown mammoth. Lululemon’s bad bet. Elon’s anti-AI letter. Mar 30, 2023

How do you like your Mammoth cooked? Australian startup Vow just served lab-grown Mammoth Meatballs and raised $50M for it. Lululemon’s stock jumped 13% yesterday, but Lulu made the wrong bet on your workouts. And Elon Musk, Steve Wozniak, and 1,000 other tech leaders just signed a letter demanding that AI work stop immediately. Because AI could cure cancer, but it could also end civilization.

$LULU $GOOG $TSLA

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👙🥕 “I wear… Aldidas” — Aldi’ grocery merch. Binance’s crypto brazenness. Subscription cancellation aggravation. Mar 29, 2023

The biggest crypto exchange in the world, Binance, has been sued by Federal regulators — we wish Crypto leaders would listen to Uncle Ben. The fastest-growing grocery store chain in America? It’s Aldi. But Aldi just launched something you can’t eat… Aldi Fashion. And if you’ve ever struggled to cancel a subscription, then we’ve got a story for you: Subscription Cancellation Aggravation is about to face justice.

$BTC $ETH $WMT

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💀 “I talk to famous dead people” — Chat(bot) with anyone. Israel’s startup threat. Carnival’s IOU cruise. Mar 28, 2023

What if you could chat with Abe Lincoln, Super Mario, and Nikki Minaj? The latest $1B AI startup lets you have conversations with famous people… alive or dead, fictional or non-fictional. Israel erupted in protests because of the government’s moves on the Supreme Court — And that could kill Israel’s innovation power. And Carnival Cruises just enjoyed its best quarter of bookings ever, so why’s its stock at a record low?

$CCL $NCLH $GOOG

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👑 “Queen of the Rental Romper” — Urban Outfitters’ rental win. Apple’s movie theater. Ford’s dating profile. Mar 27, 2023

Urban Outfitters is one of the few fashion stocks actually up right now and it’s thanks to one thing: Rental Rompers. Apple’s next big thing? Spending $1B every year on blockbuster movies for movie theaters. And Ford just updated its dating profile: It’s got an electric surprise.

$URBN $AAPL $F

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🔥 “Too Lit to Prohibit” — TikTok’s judgment day. PetCo’s peak puppy. Cash App’s rap battle. Mar 24, 2023

TikTok’s CEO just tried to convince Congress that it’s all good, but our elected representatives seemed to disagree — so the question remains: Is TikTok too lit to prohibit? PetCo’s stock just fell to its lowest level ever because we may have hit Peak Puppy. And Block shares plummeted 20% after its Cash App got challenged to a rap battle.

Play the weekly TBOY Quiz: https://go.tboypod.com/

Can you go 5 out of 5 on this week’s pop-biz news stories?

$WOOF $CHWY $SQ $SNAP

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🍸 “Hot Martini Summer” — White Claw’s vodka pivot. The Fed’s 2 monsters. Amazon’s MIA moment. Mar 23, 2023

White Claw already disrupted beer with spiked seltzer… now it’s disrupting both with its own vodka. The Fed just made its biggest policy decision of the year as it fights 2 monsters with 1 weapon: Inflation and a bank crisis. And Amazon’s moves with Panera Bread look nice, but it’s not making any moves in AI — because Amazon is best when it plays like John Stockton of the Utah Jazz.

$SAM $AMZN $SPY

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🍍 “Squeeze that pineapple” — Dole’s fruit problem. Netflix’s on-ramp. Hoka’s Rudy stock. Mar 22, 2023

Dole’s in the fruit business faces a fundamental problem: 1 banana 2 banana 3 banana 4 — They’re all the same banana, Chaquito or Dole. Netflix just hit 1M subscribers of its ad-supported version, because it built an on-ramp for password moochers. And the fastest-growing shoe brand right now isn’t Nike or Allbirds — it’s Hoka, the Rudy of athletic stocks.

$DECK $DOLE $ONON $NFLX

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🇫🇷 “Emily not in Paris” — France’s retirement ruckus. Microsoft’s AI coworker. Rolls-Royce’s literal moonshot. Mar 21, 2023

Protests, fires, and trash flood the streets of Paris because the retirement age in France was raised to 64 — it’s not just about economics, it’s about national identity. Rolls-Royce is developing a moonshot (literally): A nuclear reactor for the moon. And if you work with Google or Microsoft software, then you’re about to get a new AI coworker.

$RYCEY $GOOG $MSFT

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💍 “A Dearth of I Dos” — Zales’ fiancée shortage. Bank Bailout Glossary. Disney’s digital babysitter. Mar 20, 2023

2022 was The Year of the Wedding, but 2023 has a proposal problem — and that’s a problem for the jewelry industry. Three US banks are beating up the financial system globally, but in 3 different ways: Silicon Valley Bank got rescued, Credit Suisse got a bailout, and First Republic got an intervention. And Disney upped the price of Disney+ by $3/month and we all paid it — because it’s not just a media company, it’s a digital on-demand babysitter.

$SIG $DIS $FRB $CS $SIVB

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🤠 “iTed iLasso” — Apple’s marketing nirvana. Air Fryer vs Instapot. TikTok’s American ban. Mar 17, 2023

Apple just dropped Season 3 of Ted Lasso and achieved “marketing nirvana” — Because the real star was FaceTime. Nestle warns that there’s a war breaking out in kitchens across America: Air Fryers vs Instant Pots. And TikTok was just told by the US government that it must sell itself or be banned from America… again (and we’re super extra serious this time).

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$AAPL $NSRGY $SNAP $META

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👟🏀 “Air Money” — Michael Jordan’s sneaker record. SVB’s Smokey the Bear. Ryan Reynolds’ T-Mobile triumph. Mar 16, 2023

Michael Jordan’s 1998 NBA Finals sneakers are expected to sell for a record price at auction — But MJ’s slam dunks also reflect a fundamental rule of finance. While Silicon Valley Bank has fallen, one winner has emerged… and it involves Smokey the Bear. And actor Ryan Reynolds just sold his wireless startup to T-Mobile because T-Mobile is sultry right now.

$NKE $ADDYY $SIVB $BAC $CS $TMUS $VZ $T

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🏦 “Mo Money Mo Problems” — Silicon Valley Bank’s Notorious BIG. Chick-Fil-A’s steaknife. Allbirds’ fashion quadrant. Mar 15, 2023

The entire Silicon Valley Bank drama can be explained by Biggie Smalls’ “Mo Money Mo Problems” — but so far the system’s working. Chick-Fil-A is spending $1B to expand beyond the US, but it’s going to need “The Steaknife Strategy.” And for the first time ever, Allbirds just saw its shoe sales fall — because it tried to be LA in SF.

$SIVB $FRB $BIRD $MCD $SBUX

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BONUS #3 🪒 The God of Grooming: Jeff Raider, Harry’s, Co-Founder & CEO Mar 10, 2023

He didn’t create just 1 unicorn company… he created 2. And it all began with a school project.

Jeff Raider co-founded Warby Parker while in business school to disrupt glasses. Then he co-founded Harry’s to disrupt shaving. Today, both brands are worth billions.

If you wear glasses on your face, then he designed your shades — And if you groom your body, then he designed your blades.

Curious about the 2 keys to great branding? This interview is for you. Craving a wild founding story that involves buying an entire factory? This interview is for you. Facing a major career choice or want to know the future of the Direct-To-Consumer (DTC) industry? This interview is for you.

Or maybe you just want the secret to perfectly shave any part of your body for any gender — Then this interview is for you (FYI, we did a live demo at the end of the show for ya because… why not?).

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👶 “1 week Baby Break begins… today” Mar 08, 2023

Jack just dashed to the hospital with his wife to have their 2nd baby — So we’re taking a week off for Jack to dad-it-up with his family. Here’s our plan:

- Friday 3/10: Bonus Interview Episode with the co-founder of Warby Parker and Harry’s

- Wednesday 3/15: Our 1st daily pod back

We’ll be back with our daily shows next Wednesday 3/15. In the meantime, enjoy the interview bonus pod we’re dropping on Friday 3/10. And absolutely, positively celebrate Jack and Alex’s big win: Their 2nd baby boy.

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🍤 “The empathetic peel” — Chili’s shrimp turnaround. Ferrari’s bank robber. Train derailment profits. Mar 07, 2023

Chili’s may be the most efficient business in America: Because its CEO put on the oven mitts and went into the kitchen (aka “Empathetic Efficiency”). Ferrari’s stock has jumped 50% in the last 6 months because it’s thinking like a bank robber. And after another Norfolk Southern train derailment, we jumped in TBOY-style to the railroad industry — It’s putting pros before everything.

$EAT $RACE $NSC

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💳 “I only date Costco members” — Costco’s membership magic. Universal’s boy-band power. VinFast’s super-cheap car. Mar 06, 2023

There are more Costco families in America than there are families with dogs… so everyone’s wondering what Costco is about to do to its annual Membership Club fee. Universal, the largest record label in the world, just enjoyed a revenue rock concert because Boy Bands beat Solo Artists. And Vietnam’s VinFast just sold its first car in America to take on Tesla: An electric car that costs less than your monthly WiFi bill.

$COST $SPOT $VIVHY $TSLA

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🧃 “The Soda School of Business” — Pepsi’s ultimate MBA. Matthew McConaughey’s Salesforce. Shef’s $100M meal. Mar 03, 2023

PepsiCo’s greatest export isn’t a liter of cola, it’s leaders of companies. Salesforce stock surged 12% despite one strange issue: This tech company is paying Matthew McConaughey $10M/year. And Shef has raised $100M to deliver your neighbor’s homecooked meals — It’s “the Etsy of nommmm.”

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$PEP $CRM $ETSY

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🌎 “Master Plan Part 3” — Tesla’s next big thing. A-Rod’s ticket journey. Instacart’s delicious endcap. Mar 02, 2023

Elon Musk just unveiled his 3rd Master Plan for Tesla: Take over the world with electricity (spoiler: Electric airplanes). Instacart’s sales just surged, but not because of groceries… it’s thanks to digital billboards. And baseball legend A-Rod’s newest startup has raised $30M to solve the Taylor Swift Ticket Tragedy.

$TSLA $LYV

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😴 “Snorlax wins” — Pokemon’s gamified sleep. Goldman’s un-techoning. Hims & Hers’ hype pills. Mar 01, 2023

Pokemon is launching a video game you play while you sleep… because the $500B Sleep Economy is just waking up. Goldman Sachs just un-disrupted itself because it realized it’s not actually a tech company. And Hims & Hers pioneered telemedicine and just had a record year because its generic drugs aren’t commodities.

$HIMS $GS $NTDOY

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🍕 “The Last of the Leftover Pizzas” — Domino’s delivery problem. Lime’s unprecedented scooter. Millennials’ worst debt yet. Feb 28, 2023

Pizza stocks plummeted after Domino’s had its worst day ever because it’s the end of leftover pizza. The WSJ just reported that Millennials are adding debt faster than any other generation. The reason? “An Inconvenient Squeeze.” And Lime Scooters just accomplished something no other scooter company ever has: The 1st ever Profit Puppy scooter.

$PZZA $DPZ $BRDS

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🐻 “Winnie The Pooh… but scary” — Disney’s IP Problem. Cash App’s Rule of 40. MolsonCoors’ beer pie. Feb 27, 2023

The newest Winnie The Pooh movie is actually a horror movie — because Pooh no longer belongs to Disney. MolsonCoors was just told it can’t make fun of other beers, because beer companies play by house rules. And Jack Dorsey’s Block just told us the most important number for any tech company: The “Rule of 40.”

$TAP $BUD $SQ $DIS

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🥪⚡“An Oasis of Salami” — Subway Sandwich’s electric cars. Netflix’s quarterback playbook. Ukraine’s 1-year economic scoreboard. Feb 24, 2023

Subway Sandwiches has a bold new turnaround plan: Electric car charging stations (yes, that Subway). Netflix just partnered with the NFL for a new Quarterback docu-series… because teams need winners, but companies prefer playbooks. And on the 1-year anniversary of the start of the War in Ukraine, we're looking at the economic scoreboard.

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🎲 “The Infinite Game” — Nintendo’s HR strategy. Shake Shack’s honeymoon problem. Coinbase’s favorite word. Feb 23, 2023

The #1 fast food stock of 2023 so far? It’s Shake Shack. But Shake Shack’s facing the “The Honeymoon Problem.” Every tech company is laying off workers right now, except for one: Nintendo… because Nintendo is playing the infinite game. And Coinbase’s earnings just revealed the state of the cryptocurrency industry (their new favorite word is “protect”).

$SHAK $NTDOY $COIN $BTC

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🥳 “Summer Fridays… forever” — 4-Day-Workweek’s moment. TikTok’s Trivia trick. Instagram’s ultimate zucking. Feb 22, 2023

61 companies in England tested out the 4-Day Workweek for 6 months… and it’s actually good for business. Tonight at 8pm EST, TikTok becomes a nationwide live trivia game to win $500K in prizes — the last frontier of social media is shared experiences. And in the biggest Zucking of the year, Instagram is copying Twitter and letting you buy a blue verification check mark for $12/month.

$META

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💋 “100 years of dewy gloss” — Glossier’s makeup makeover. DraftKings’ super bet. ChatGPT’s creepiest convo. Feb 21, 2023

Glossier debuts this week in Sephora’s 600 stores, but the key to their turnaround is a 100 year mindset. We saw bizarre and freaky conversations between humans and bots — this is the week Chat GPT went from cool to creepy. And for DraftKings the super bowl is their super bowl, but the bets being made might surprise you.

$EL $DKNG $MSFT

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🩴 “Ugly gets money” — Crocs’ simplicity strategy. Hard Seltzer’s obituary. YouTube’s Chief Creator Officer. Feb 17, 2023

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Crocs just announced its best year ever because there’s nothing ugly about simple. Boston Beer just admitted spiked seltzer’s “post-hype era”… because you can fight competition, but not substitution. And YouTube’s CEO Susan Wojcicki is stepping down, but she invented a new concept everyone’s copying: The Chief Creator Officer.

$CROX $SAM $GOOG

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🍲 “Bougie Bowls” — Chipotle’s new restaurant. Airbnb’s digital antidote. America’s Badass Rocks Club. Feb 16, 2023

Chipotle just launched a new restaurant brand called Farmesa — Chipotle is disrupting itself. Airbnb just had its best year ever because when Zoom is your office, Amazon is your mall, and Netflix is your theater — travel is your salvation. And 2 factories just surprisingly left Europe for the USA to chase EV incentives — so now America is creating “The Badass Rocks Club.”

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😈 “Stingy Frappuccino” — Starbucks’ rewards cut. Mattel’s Barney resurrection. Crypto’s new wall. Feb 15, 2023

Notice something different in your Starbucks app? This week, Starbucks changed its loyalty program by adding a shot of stinginess. Mattel’s trying to cure its toy hangover with Barney the dinosaur because nostalgia never dies. And Bitcoin has enjoyed its best start to a year ever, but the SEC just announced a new crypto wall.

$SBUX $MAT $BTC $COIN

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❤️‍🔥 “The Friend Zone” — Bumble’s plutonic plan. Apple’s Rihanna bump. Farmer’s Dog’s P.U.P.P.Y. commercial. Feb 14, 2023

The most Googled thing during/after the Super Bowl: “Is Rihanna pregnant”. And that means the real Super Bowl winner was Apple. Bumble’s new dating app strategy is not about finding love, but about finding friends. And the #1 Super Bowl commercial was actually a $1B dog food startup.

$BMBL $MTCH $AAPL $POST

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🐊 “Thirst Trap” — Gatorade’s brand expansion. Elon’s 1st 100 days. Lyft’s brutal buy-ability. Feb 13, 2023

Elon just finished his first 100 days at Twitter, so how’s it looking? Pepsi used the Super Bowl to announce it’s expanding the Gatorade franchise — because you gotta let your winners ride. And just after Uber had its best quarter ever, Lyft had its worst day ever.

$PEP $KO $LYFT

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🏈 “The Booze Bowl” — Super Bowl’s crypto beer ads. Taco Bell’s Pete Davidson breakfast. Disney’s Ursula earnings report. Feb 10, 2023

Take this week’s TBOY Quiz: https://go.tboypod.com

The Super Bowl this weekend is going to look a lot different than last year: Crypto is benched, Cognac is in. Taco Bell is betting their entire breakfast strategy on Kim Kardashian’s ex — Because breakfast is a Repeat Rabbit. And Disney just dropped the Ursula of earnings reports, and Mickey has become politically sticky.

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🐝 “Shoulda put a ring on it” — Beyonce’s Adidas drama. Uber’s best day ever. TV’s ultimate disruption. Feb 09, 2023

We just got leaked numbers on Beyonce’s Ivy Park apparel line with Adidas — So can Bey sell clothes? Uber just announced its best quarter ever and we’re crediting their success to “The Dara Doctrine.” And we think the most disrupted product in your home is… your TV. So we’re comparing the price of TVs to the innovation of TVs.

$ADDYY $UBER $LYFT

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🥡 “The 1st ever Eatable Ad” — DoorDash’s streaming meal. JPMorgan’s timber forest. ChatGPT’s zuck du jour Feb 08, 2023

DoorDash and Roku just launched streaming food delivery because binging requires binging. JPMorgan (the bank) just bought 200K of trees (a forest) because money does grow on trees. And in the last 48 hours, three different companies have launched ChatGPT copycats — It’s not a Zucking, it’s a “Zuck du Jour.”

$DASH $ROKU $BIDU $GOOG $JPM

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📦 “Your storage unit is Hotel California” — The $11B storage war. Insta Founders’ anti-Insta app. Netflix’s sneaky car. Feb 07, 2023

The most exciting real estate right now? Storage Units — and the #1 company just declared war on Wall Street. The co-founders of Instagram just launched their first app together since Instagram… and it’s the opposite of Instagram. And if you notice the same Chevy car show up in your Netflix shows, it’s not a coincidence: It’s Netflix’s new product placement biz.

$PSA $LSI $NFLX $GM $META

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🛒 “TJ’s Chicken fans have spoken” — Trader Joe’s Hall of Fame. Amazon’s plunger problem. Sony’s PlayStation 5 MVP Feb 06, 2023

Trader Joe’s just unveiled its Hall of Fame of food because great brands have fans… and fans need nurturing. Forget Alexa — Amazon’s most exciting business is advertising, but too much ads erase customer love. And Sony just enjoyed $9B in annual profit thanks to PlayStation 5 and Larry David.

$SONY $AMZN

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BONUS #2 🍺 The Knight of Non-Alcoholic Beer: Bill Shufelt, Athletic Brewing Co-Founder & CEO Feb 03, 2023

First, he was in finance. Then he got rejected by 100 investors. But now he’s raised $175M… and opened breweries on both coasts.

We just popped open cans from the largest non-alcoholic brewery in the US. CEO Bill Shufelt and his co-founder pioneered a non-alcoholic beer you’d actually want to drink — and it now controls over 50% of the alcohol-free craft beer market.

Bill sat down with us, over a few of his own non-alcohol beers, to tell his story in our 2nd Interview Pod. Cheers.

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🦇 “The hero Gotham deserves” — DC Comics storytelling. Peloton’s math flex. Zuck’s schmoozer-in-chief. Feb 02, 2023

Warner Bros Discovery just unveiled its new strategy for DC Comics — because Batman’s jealous of Spiderman’s money. Peloton stock surged nearly 30% yesterday because it’s no longer a fitness company, it’s a math company. And Meta stock had its best day in a year after Zuck adopted a new role: Schmoozer-In-Chief.

$PTON $WBD $META

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🦤 “Jurassic Park… but make it real” — Colossal’s de-extinction biz. Starwood glamping Hotel. J&J’s Texas-Two-Step. Feb 01, 2023

Colossal Biosciences is trying to bring back extinct species like the Wholly Mammoth — and that wild startup just hit a $1.5B valuation. Starwood is launching a glamping hotel brand because glampers tip well. And Johnson & Johnson tried to pull off the ol’ “Texas Two-Step”... but it failed.

$MAR $JNJ

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👟 “Just Tiff It” — Tiffany’s Nike collab. Hasbro’s toy hangover. TravelCenters’ electric gas station. Jan 31, 2023

The latest celeb hookup? It’s Tiffany jewelry and Nike sneakers… and Wall Street looooves it. Hasbro just gave us an update on the Toy Economy: We’re suffering from a Toy Hangover. And TravelCenters of America is the largest truck stop in America, but it’s about to become the largest electric car station in America.

$NKE $HAS $TA $LVMUY

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👍 “Facebook should buy BuzzFeed” — BuzzFeed’s robo-writers. AmEx’s lounge love. GDP’s soft landing. Jan 30, 2023

BuzzFeed’s stock has quadrupled in two days on word it’s hiring robot writers… and that has us dreaming of a Facebook acquisition. American Express has a new strategy for its credit cards: Double-down on lounges — not just in airports. And we just got a hat trick of economic data for America - the soft landing could be in our future.

$BZFD $META $AMEX

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🧂 “Shots vs Sips” — Patron’s tequila moment. Universal’s adult theme park. Bank of America’s ugliest number. Jan 27, 2023

Tequila is about to pass vodka as America’s #1 liquor — Because Patron turned shots into sips. Universal is opening a theme park in Las Vegas just for adults, because it’s a Jekyll-and-Hyde company. And if you have a checking account, you're going to want to hear this story: Bank of America lost $100B in deposits because of an interest rate.

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$BF $BAC $CMCSA

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👨‍🎤 “Belieber in Bieber” — Bieber’s $200M music sale. ChatGPT’s Wharton MBA. Tesla’s new growth mode. Jan 26, 2023

Justin Bieber just sold all of his music for $200M to a Pure-Play Playlist Stock. ChatGPT just passed its biggest test yet: A Wharton MBA final exam. And Tesla’s most important earnings in years reveal it’s about to go into reverse — From profit mode to growth mode.

$SONG $BX $TSLA $MSFT

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🎸 “Justice for Swiftees” — Ticketmaster’s Senate grilling. Amazon’s $5 drug buffet. Brazil & Argentina’s joint currency. Jan 25, 2023

Remember that Taylor Swift ticket fiasco? Welp, the US Senate just summoned Ticketmaster’s President to Washington for a grilling about the future of concert tickets. Amazon just launched a $5/month unlimited generic medication subscription — first they hook us, then they book us. And the presidents of Brazil and Argentina just announced plans for a joint currency - but Wall Street doesn’t believe it will happen.

$LYV $AMZN $USD

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🍫 “Addicted to chocolate” — Hotel’s Chocolat’s value. Away’s billboard luggage. Spotify vs Apple layoffs. Jan 24, 2023

Chocolate is the newest addition to our recession-proof products list — because you’re addicted to it (literally). Away Luggage was crushed during the pandemic but is now living its best life thanks to Revenge Travel. And Google, Meta, Amazon, Microsoft, and now Spotify have all announced layoffs, but 1 Big Tech company hasn’t: Apple. So we found out why…

$SPOT $AAPL $WRBY $HCHOF

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🦚 “Group buying, aka ‘Flocking’” — Temu’s #1 shopping app. Uber’s custom car. Pantene’s price pushback. Jan 23, 2023

The #1 app in America right now? It’s Temu — Because it’s pioneered the new trend of group shopping, or what we call “Flocking”. Uber is working with carmakers to design the first-ever ride-hail car. And P&G’s earnings show a potential inflection point in the fight against inflation: Us consumers are saying “no” to higher prices.

$PDD $UBER $PG

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📼 “The Boomer Tech Founder” — Netflix’s CEO exit. Canned Tuna’s turnaround. Morgan Stanley vs Goldman. Jan 20, 2023

This week’s TBOY Quiz: https://go.tboypod.com

Netflix’s co-founder is unlike every other tech founder — and yesterday the self-disrupting legend of a CEO stepped down. Millennials killed canned tuna fish, but now canned tuna startups are thriving. And we just saw the biggest flip in finance in years: Morgan Stanley is gold, Goldman Sachs is silver.

$NFLX $MS $GS

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🚫 “Kappa Kappa TikTok” — TikTok’s university ban. Party City’s balloon bankruptcy. Debt Ceiling drama. Jan 19, 2023

If you go to college at the University of Texas or Auburn University, then you can’t TikTok – because it just got banned on campus wifi. Party City is filing for bankruptcy because balloons are its Keystone Product (but Helium is the Keystone Crusher). And you’re going to see a lot of chatter about the Debt Ceiling Drama today… because the Debt Ceiling Expires… today.

$PRTY $META $SPY

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🍷 “This better include a pre-nup” — Tinder’s $500/mo plan. China’s population problem. Mill’s trash innovation. Jan 18, 2023

Match has a dating app problem: Half of its core Millennial users are married — So its solution is $500/month for Tinder++. For the first time in 60 years, China’s population fell last year, which transforms its economy from inevitable to unenviable. And Mill launched the newest Silicon Valley-backed smart home product… but it’s your trash.

$MTCH $GOOG

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🍔 “Double-Double, Animal-Style” — In-N-Out’s expansion. LinkedIn’s languages. JPMorgan’s fakeness. Jan 17, 2023

California’s In-N-Out burger is finally expanding East of the Mississippi, so we jumped into the strategy behind the most-profitable patty in the big burger biz. Everyone’s talking TikTok and Instagram, but the real social media success story? It’s LinkedIn. And JPMorgan Chase embarrassingly spent $175M… on a fake startup.

$JPM $MCD $CMG $MSFT

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🏈 “82 of the top 100 TV broadcasts” — The NFL’s TV crown. Louis Vuitton’s real-life Succession. Climeworks’ earth-saving vacuum. Jan 13, 2023

Of the top 100 TV programs of last year, 82 were NFL football games. There’s something strange going on at the largest luxury company on earth: LVMH’s CEO has made all 5 of his kids fashion house executives. And Climeworks just launched an earth-saving startup — A giant vacuum that sucks your carbon out of the air.

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$GOOG $AMZN $DIS $AAPL $NFLX $LVMUY

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🥸 “Bigger than iPhone” — Apple’s next big thing. Sephora’s anti-influencer. Goldman’s worst day. Jan 12, 2023

Apple’s biggest new thing since the iPhone is reportedly launching this spring: Get ready for… iHeadset. Sephora is ending its Influencer makeup brand with Addison Rae because TikTok is magnificent for discovery but miserable for loyalty. And Goldman Sachs is cutting 3,200 employees, but that explains why your banker buddy Brad got such a big bonus.

$AAPL $GS $LVMUY

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🍆 “$746 to eat duck brains?” — Noma’s restaurant disruption. Rolls-Royce’s pimp my ride. Microsoft’s infinity stones. Jan 11, 2023

Noma was crowned #1 restaurant in the world 5 times, but shockingly just announced it’s shutting because the fine dining business model is broken. For the first time ever, the average Rolls-Royce car sold for over $500K — because they’re not selling cars… they’re selling art. And Microsoft is going all-in on ChatGPT if it turns Bing into a Google-killer.

$BMWYY $MSFT $GOOG

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📚 “The ultimate plot twist” — Barnes & Noble’s revenge. Lululemon’s discounting death spiral. DoorDash’s downturn diva. Jan 10, 2023

For the 1st time in a decade, Barnes & Noble is adding stores… and doing it by taking over shuttered Amazon stores. Lululemon plummeted 10% because its fanny packs on sale — which means it’s facing the Discounting Death Spiral of Death. And the entire gig economy from DoorDash to Uber just got upgraded because they’re all Downturn Divas.

$LULU $DASH $UBER $LYFT

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🥤 “The Switzerland of soda” — Dr Pepper’s mystery strategy. Delta’s free wifi wager. Your job’s sneaky non-compete. Jan 09, 2023

Millennials are killing soda, except for one brand: Dr Pepper. Delta just launched free high-speed wifi in the air — it’s not a perk, it’s a signal. And when you got hired, we bet you signed a Non-Compete Agreement even if you didn’t realize it — Now the FTC is trying to kill noncompetes.

$KDP $DAL $YUM

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🦁 “Long Live The King” — The Lion King Musical’s record. Craft Beer’s flavor fatigue. Bed Bath & Beyond’s bankruptcy. Jan 06, 2023

The Lion King Musical just had the best week of ticket sales in the history of Broadway — So we’re looking at the economics of the Broadway show. Craft Beer is the only area of alcohol whose sales shrank last year because you’ve got IPA flavor fatigue. And Bed Bath & Beyond stock just plummeted to under $2… so you better use that gift card fast.

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How well do you know this week’s Takeaways? Play the quiz, challenge a friend, get the best score yet…

$BBBY $DIS $SAM

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🚢 “I live on a cruise ship” — Storyline’s cruise condos. Tylenol’s cough cocktail. Roku’s binge TV. Jan 05, 2023

You can buy a condo on Storylines’ new cruise ship — because it’s a floating town for full-time residents to live in… forever. Johnson & Johnson is loving this extra heavy cold, cough, and flu season — its Tylenol sales are powering its 60-year dividend dynasty. And Roku just launched its Roku TV, becoming the first end-to-end binge company.

$ROKU $JNJ $CCL

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🦾 “McBot Burger-Flipper” — McDonald’s robo-restaurant. Tesla’s worst day. Google’s “code red.” Jan 04, 2023

McDonald’s just opened its first ever robot restaurant… and it will forever kill the “soggy fry problem.” Google just issued a “Code Red” warning about its most important product (when Google goes Code Red, we pay attention). And Tesla dropped 12% to start the year, and we can trace the fall back to a strange email we got from Tesla on December 23rd.

$MCD $TSLA $GOOG

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💏 “The NYE surprise hookup” — Netflix’s Nike kiss. Southwest’s dirty secret. Our 2023 stock market prediction. Jan 03, 2023

The first surprise new relationship of 2023? Netflix and Nike — Workout and chill. Southwest suffered the worst airline breakdown in history because of its dirty secret: Technical Debt. And 2022 was officially the worst year for the stock market since 2008… so we’re looking ahead to 2023.

$NFLX $NKE $LUV $SPY

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BONUS 🔮 “Predictions Pod” — Our 3 Big Wishes for 2023 Dec 26, 2022

To end 2022, we whipped up our annual un-zuckably bold pod of the year — Our 3 big business predictions for 2023:

Budweiser should launch the 1st zero alcohol bar chain
Amazon should launch a theme park: AmazonLand
Nike should acquire Major League Pickleball

Yetis, these are bold, expensive, and kinda crazy ideas — but we really wish those stories would happen in 2023.

We’re back to our regular daily TBOY pods on Tuesday, January 3rd.

Until then, we’re dropping some more bonus material on Instagram @tboypod. if ya know, ya know.

Happy New Year! Celebrate the wins.

$BUD $NKE $AMZN

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BONUS 💝 “Best of 2022” — Our 3 Favorite Stories of the Year Dec 19, 2022

FromZuckings to Suckflation, Smeals to Funa… it was a wild year. So we whipped up our 3 favorite business stories of 2022:

Airbnb became a Party Pooper with a Purpose
KFC created its 1st chicken nugget to capture your window of loyalty
Trader Joe’s launched a $9 facial sunscreen because everyone loves a secret

Follow The Best One Yet on Instagram @tboypod for more bonus material we’re dropping

Plus, look out for our next holiday Bonus episode… our 2023 Predictions Pod (spoiler: It’s The Best One Yet).

$ABNB $YUM $BX

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🎁 “Never ever pay $9.99” — The 99 shopping rule. Avatar’s $2B tickets. Taco Bell’s french fry strategy. Dec 16, 2022

Macy’s first priced something $0.99 in 1880 in a catalog, now every retailer does — but that means they’ve rounded the price up, not down. Avatar 2 is Disney’s blockbuster of the year, but it’s probably not gonna make any money. And Taco Bell is adding french fries and breakfast in a head-on attack on McDonalds, which means we have a food fight coming.

$DIS $YUM $MCD $M

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🤶 “Mariah Carey Economics” — Oldies music valuations. Nuclear Fusion’s power. QuickBooks’ small biz secret. Dec 15, 2022

Mariah Carey’s “All I Want For Christmas Is You” just hit number 1 on the Billboard top 100 chart (again) — So we’re looking at the Economics of Mariah Carey. Nuclear Fusion just had a technological breakthrough that could save the planet someday… and you’re the main investor in it. And the 1 winner in the FTX crypto downfall is: QuickBooks.

$SPOT $INTU

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🎿 “City Skiers vs. Mountain Maniacs” — Vail Resorts’ favorite child. Apple’s Chief Evil Officer. SBF’s criminal charges. Dec 14, 2022

More Americans skied last year than ever before — and Vail Resorts’ just told us its favorite kind of skier. Apple’s AirTag is supposed to track products… but they’re being used to stalk people too. Which shows the need for a Chief Evil Officer. And FTX’s Sam Bankman-Fried was arrested in the Bahamas, so we finally know his crimes (allegedly).

$MTN $AAPL $BTC

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👙 “White Lotus season” — HBO’s Sunday stretch. Wetzel’s Pretzel’s year. Kia’s logo confusion. Dec 13, 2022

The final episode of The White Lotus just happened, and it perfectly demonstrates HBO’s drip strategy. The top-selling food category this year? Snacks. But the top-performing food within that food category? Pretzels. And did ya notice a new car company called “KN”? That’s actually “Kia” and it was the biggest and strangest rebrand of 2022.

$WBD $NFLX $HSY $M $KRW

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🍪 “Utah’s Cookie King” — Crumbl’s cookie recipe. Lululemon’s fanny packs. Microsoft’s bigness lawsuit. Dec 12, 2022

Utah is America’s biggest sweettooth, which is one reason it’s home to Crumbl — the fastest-growing restaurant chain in the country. Lululemon trails only Nike in apparel, because investors want to play with Profit Puppies, not run with Revenue Rabbits. And Microsoft spent $69B to play a video game, but was just told to go to its room.

$LULU $MSFT

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🦢 “Ugliest product ever” — Dyson’s cancellation headset. Campbell’s Madden strategy. Amazon’s TikTok zucking. Dec 09, 2022

Amazon’s newest product is a TikTok-style video shopping feed, but it’s not to compete with TikTok - it’s to compete with itself. Campbell Soup stock is up 30% this year thanks to Chunky Soup’s Madden strategy. And Dyson just revealed an air-filtering headset with noise cancellation, but it violates the fundamental rule of product design: You can make an ugly product, but you can’t make the person ugly.

$CPB $AMZN $AAPL

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🏴‍☠️ “That’s huuuuge shrinkage” — Walmart’s $2.5B theft. Fanatics’ Yankees strategy. AutoZone’s grandma car. Dec 08, 2022

We just calculated that Walmart lost $2.5B this year from shoplifting. The sports apparel brand Fanatics just hit a $31B valuation because it’s borrowing the business model of the New York Yankees. And AutoZone’s stock just hit an all-time high because America’s cars are acting like America’s grandmas.

$AZO $WMT

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🤖 “A robot wrote today’s episode” — OpenAI’s chatbot brain. Hot Pockets’ smeals. Slack’s rich vs. king. Dec 07, 2022

ChatGPT is a new artificial intelligence chatbot that you can ask any question and it will give a human answer… so we asked it to write today’s TBOY episode. The hottest-growing food right now is “smeals” (snackable meals) — Smeals are a case study in “Category Design.” And Salesforce just lost another key executive (the founder of Slack) because CEO Marc Benioff can be rich or king (but you can never be both).

$SJM $CRM

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🍸 “Cocktail of the Year” — Espresso Martini’s gateway drink. College Football’s playoff penalty. Owen Corning’s coziest stock. Dec 06, 2022

Orders for the Espresso Martini quadrupled in 2022, because it’s the ultimate gateway drink for the cocktail curious. College Football’s tripling the size of the playoffs, but it’s facing an ancient growth risk: Dilution. And just as it gets too cold, Owens Corning is a pure-play cozy stock.

$PRNDY $OC

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⌚ “Rolex or Folex?” — Rolex’s used Rolexes. The B-21 Bomber’s anti-war plane. Netflix’s preview club. Dec 05, 2022

Rolex is launching its own certified pre-owned Rolex business because the trend is your friend. Northrop Grumman just unveiled the most expensive bomber plane in history, but it may end up being the cheapest, if you think about it. And feedback is a gift, so Netflix is expanding its not-so-secret Preview Club (no, we didn’t get invited either).

$MOV $NFLX $AMZN $NOC

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🐥 “Year of the Nugget = 2023” — Chicken’s price plummet. Loop’s baby rental. SBF’s Bystander Effect. Dec 02, 2022

Apply for TBOY Social Media Manager: https://tally.so/r/3yX9Og

Finally, the price of 1 thing in the economy has fallen — The Chicken Wing. FTX founder Sam Bankman-Fried is accused of fraud, yet he just sat down for an interview in a Shakespearean drama. And Loop just made a major hire for its baby gear rental company, but it has us wondering the ancient question: Rent or Buy?

$WING $CMG $BTC

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🎣 “Fishing Mecca” — Bass Pro Shops’ hotel. Tesla’s brand reversal. The Railroad Grinch. Dec 01, 2022

The 7th biggest pyramid on Earth is actually in Tennessee, it’s a hotel, and it’s owned by Bass Pro Shops. Everyone's talking about Twitter and Elon, but what’s going on at Tesla? 3 bad things. And whether or not the Grinch steals Christmas comes down to 1 thing: The Railroad Strike.

$TSLA $CSX

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🍻 “Winner gets free beer” — Budweiser’s World Cup. Apple’s iPhone City. Toys ‘R’ Us’ Inception Retail. Nov 30, 2022

Budweiser’s beer was banned last second at the World Cup, so it’s giving the beer away to the winning country. The China protests are a threat to Apple more than any other company — Because China is home to iPhone City. And 400 Macy’s stores are now implanted with a tiny Toys ‘R’ Us store because Macy’s is the new mall.

$BUD $M $AAPL

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🐾 "My Frenchie’s got a fever” — Modern Animal’s vet. China’s paper protest. Frontier’s vacation subscription. Nov 29, 2022

Chinese citizens are staging once in a generation nationwide protests — And China’s Zero Covid Policy is infecting the world’s economies. Modern Animal just raised $75M to make your dog stick its tongue out via text message. And Frontier Airlines just borrowed from the Olive Garden, offering an all-you-can-fly pass for $599.

$CHWY $AAPL $ULCC

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🏋️ “The $10 Gym Lie" — Planet Fitness’ perfect price. Toyota’s hybrid training wheels. Ernesta’s rug disruption. Nov 28, 2022

Gyms are already at record highs in 2022 — and it’s partly thanks to Planet Fitness’ perfect $10 price. Toyota has a plan to remain the #1 car company on Earth: hybrids, aka electric training wheels. And the ex-CEO of Peloton is launching a new startup called Ernesta… because the rugs beneath your feet are littered with dust of disruption.

$PLNT $COST $PTON $TM

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🍳 “The All-you-can-eat T-Shirt” — Denny’s walking billboard. Disney’s Jedi CEO. Holiday spending, because jobs. Nov 22, 2022

It’s our last pod until Monday, November 28th, so we’re looking at The Return of the Jedi in real life — 3 years ago, Disney’s Bob Iger quit, now he’s back as CEO. Breakfast icon Denny’s just launched a bottomless breakfast blouse that broke Black Friday: A $6 t-shirt worth 1,000 pancakes. And your wallet is smaller than last year, but thanks to jobs, experts think you’ll spend more on the holidays than last year (spoiler: It’s a “Santa Splurge”).

$DIS $DENN $WMT $AMZN $SPY

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🧀 “Revenge of Mac & Cheese” — Kraft’s nostalgia revival. Grindr’s 1st date. Elon’s $1B IOU. Nov 21, 2022

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Kraft-Heinz is done with healthy and pivoting back to processed foods: Weiners, Mac & Cheese, and Lunchables are back thanks to The 80/20 Rule. Gay dating app Grindr didn’t just invent the Swipe — it just went public and the stock surged 500%. And Thursday was “The Elon Exodus” as 1,200 Twitter employees quit because they don’t want to work 24/7. But Elon’s focused on the $3M he pays in interest every day for his Twitter loan.

$KHC $GRND

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⚽ “The Anti-Ted Lasso” — Qatar’s World Cup. Starbucks’ biggest day. FTX’s Madoff moment. Nov 18, 2022

The World Cup begins Sunday in Qatar, a nation of just 300k citizens (half of Vermont) — but it’s dropped $200B for 8 new stadiums. Starbucks’ busiest day of the year was yesterday’s “Red Cup Day”, because holidays beat habits. And FTX Founder Sam Bankman-Fried just admitted he’s a fraud, so we’re gonna play a little game: Lehman, Enron, or Madoff?

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🎟️ “It’s not me. Hi. I’m not the problem. It’s Ticketmaster” — Taylor Swift’s monopoly. Tom Ford’s $2.8B perfume. Samara’s tiny homes. Nov 17, 2022

Taylor Swift’s concert tickets just broke TicketMaster — but the debacle also shows how TicketMaster’s monopoly frustrates everyone with fees. Tom Ford’s fashion house just sold for $2.8B to Estee Lauder because they like the smell of him. And the solution to the housing crisis? It may be the Airbnb Co-Founder’s startup for mini-homes designed to be built in backyards.

$LYV $ABNB $EL

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💏 “Dating… Life’s biggest investment” — Tinder Gold’s record. Walmart’s supplier bullying. BuzzFeed’s best eyeballs. Nov 16, 2022

Stock of Tinder-owner Match is up 20% because, despite inflation, you’re paying a premium for dating apps — and that’s life-changing. Walmart surged 7% because it remembered how to bully suppliers. And BuzzFeed revealed that it snagged 151M hours of Zillennial attention last quarter, but not all eyeballs are equal.

$MTCH $BMBL $BZFD $WMT

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🧙‍♂️ “Killing the magic… of Magic” — Hasbro: The Gathering. Twitter’s fake Mario. Alexa’s nightmare dream. Nov 15, 2022

Hasbro stock fell 10% because it’s messing with Magic: The Gathering. Twitter’s latest problem is fake-but-verified accounts (like Super Mario giving us the finger), which makes Twitter a dangerous place for brands. Amazon is reportedly laying off 10,000 people, mostly on the Alexa team — Another dream lost to a tech nightmare.

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🥨 “A Pod About Nothing” — Netflix’s Seinfeld strategy. Climate’s North vs South. ButcherBox’s bootstrapped brisket. Nov 14, 2022

Season 5 of The Crown is getting all the buzz, but Netflix’s strategy is all about comedy series. The COP27 Climate Summit gave us a new financial framework to fix Climate Change: Northern Debt paying for Southern Credit. And ButcherBox does $600M in sales delivering meat to your door, because its business is as lean as prosciutto.

$NFLX $PEP

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⛄ “The Crypto Avalanche” — FTX shakes cryptoworld. Twitter’s LeBron James problem. Wall Street’s best day yet. Nov 11, 2022

Forget Crypto Winter, we just suffered a Crypto Avalanche — Bitcoin, Ethereum, and all the crypto stocks are freaking out as FTX approaches bankruptcy. Elon’s latest Twitter moves: Fire employees, fire users, fire advertisers, and 1 LeBron James issue. And stocks just had their best day of the year because inflation finally started cooling.

$BTC $ETH $COIN $SPY

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🍿 “Work From Movie Theater” — AMC’s Zoom theater. Athletic Brewing’s non-alcohol. The Election’s cannabis bet Nov 10, 2022

Our 3 business Takeaways from the election: Cannabis is down, Sports Betting is really down, and stocks love gridlock. Athletic Brewing just raised $50M from Dr. Pepper for a non-alcoholic beer party. And AMC and Zoom just partnered up for your new office space: Empty Movie Theaters.

$AMC $ZM $KDP $ACB $DKNG

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❤️‍🔥 “Bitcoin's shotgun wedding” — FTX + Binance. Sweetgreen’s Rice Krispie. Carvana’s fender bender. Nov 09, 2022

Bitcoin dropped 10% because of crypto’s 1st mega-merger: Binance and FTX. Sweetgreen’s newest product is a new dessert — but it’s really a recreation of an old dessert. And Carvana’s stock has plummeted 98% because it broke the #1 rule of sustainable growth: Hire Slow, Fire Fast.

$BTC $ETH $SG $K $CVNA

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🤑 “The Biggest Sports Bet in History” — Caesars’ $75M wager. Airbnb’s cleaning fee. Air Force One’s $2B plane. Nov 08, 2022

The biggest winning bet in sports bet history? $75M on the Houston Astros… And it’s messing with Caesars' Casino stock. Airbnb is finally fixing up its Cleaning Fee Fiasco, because Happiness = Reality - Expectations. And Air Force One isn’t just the President’s Plane, it’s Boeing’s $2B Loss Llama.

$CZR $PENN $ABNB $BA

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🍸 “Liquor before Beer (literally)” — Bacardi’s beating Bud. Big Tech’s hoodie slump. The 3 P’s of Election Inflation. Nov 07, 2022

For the 1st time since the saloon was invented, spirits are about to beat beer in America — and it’s thanks to innovations in Daiquiri deliveries. Twitter, Lyft, Stripe, and Amazon all just announced hiring firings or freezes, yet America added 261,000 new jobs last month? We’ve entered The Hoodie Recession. And since the #1 issue for voters in Tuesday’s election is Inflation, we’re whipping up the 3 reasons prices are rising: “The Three P’s.”

$BUD $STZ $TWTR $LYFT $AMZN

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🐯 “How to disrupt Pro Sports” — Tiger’s virtual golf. Etsy’s Mom & Pops. A self-charging car. Nov 04, 2022

Tiger Woods, Rory McIlroy, and an Oscar-worthy lineup of celebs just invested in golf startup TMRW — Because now sports are getting disrupted. Etsy surged 15% because its craft sellers are too generous to raise prices. And Sono Motors in Germany just created something we’ve never seen before: A self-charging car.

$ETSY $MODG $TSLA

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🚫 “Should TikTok be banned?” — TikTok’s trojan horse. Tupperware’s leftover bite. The housing market’s fire. Nov 03, 2022

The awkwardest question in business right now: Should TikTok be banned? Tupperware invented the leftover, but its stock just fell 40% because of philosophy. And buying a home is about to get even harder because the Fed raised interest rates again – To save the family, it’s burning down the house (Literally. Figuratively. Literally figuratively metaphorically).

$TUP $META

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👨‍🦲👨 “Peyton & Eli, Inc.” — Manningcast’s media strategy. Uber’s epic ride. Pfizer’s franchise shot. Nov 02, 2022

Peyton and Eli Manning have retired from the NFL, but are thriving in Media — Because the Manningcast has high RoT (“Omahaaaaaa”). Uber just had its best quarter ever… because you’re moving and eating… and moving and eating… more than ever. And Pfizer just revealed that its Covid vaccine is a franchise — bigger than Star Wars and Marvel combined.

$UBER $DIS $PFE

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⚰️ “The Death Industry” — T-Swift’s casket startup. NYC Salary Transparency. Twitter’s wild weekend. Nov 01, 2022

A coffin startup made a 2-minute cameo in a Taylor Swift video… because death is also a Profit Puppy. New York City just enacted its first pay transparency law (so, yeah, we basically know how much money you make). And the wildest place in business right now is Twitter Headquarters: “Finish this new tweet thing in 72 hours or you’re fired.”

$HI $MATW $TSLA

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🍫 “The $50B Kiss” — Hershey’s salty strategy. Amazon’s 3 shockers. ExxonMobil’s unsayable word. Oct 31, 2022

Hershey chocolate stock is at an all-time-high right now thanks to 1 thing: The Salty Sweet Strategy. Amazon just told us you’re getting coal for Christmas — we found 3 shockers in their earnings to explain why. And Exxon Mobile refuses to say the word — “Record.”

$HSY $AMZN $XOM

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🚰 “Elon’s 1st Day” — Twitter’s Musk era begins. Meta’s worst day. Coke’s perfect can. Oct 28, 2022

Elon’s Twitter acquisition closes today, so he showed up at Twitter’s Headquarters… holding a kitchen sink (literally). Coca-Cola just unveiled its #1 priority for 2023: Perfect the can. And Facebook-parent Meta just lost $80B of value in 24 hours because Mark Zuckerberg is CEO, B!#$%.

$TWTR $KO $META

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🌯 “Just a small town girl” – Chipotle’s village strategy. Mobileye’s chauffeur. UPS vs FedEx. Oct 27, 2022

Chipotle just revealed that small towns are where it makes the most money (and fyi,, guac is now extra extra). In the first big IPO in months, Mobileye is trying to be your robot chauffeur. And UPS and FedEx are the perfect case study right now in what’s working and what isn’t: Managers.

$CMG $MBLY $UPS $INTC

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👟 “De-Yeezying Round 2” — Adidas’ Kanye breakup. Weber Grills’ BBQ deal. YouTube’s short Shorts. Oct 26, 2022

After 9 years of marriage, Adidas is breaking up with Kanye — and that’ll cost it $250M in unsold sandals. Weber Grills surged 30% because they may get acquired by that annoying guy at your backyard BBQ. And all that Google wanted to talk about in its latest earnings was short Shorts.

$ADDYY $WEBR $HA $AMZN $GOOG

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🤘 “What gives you wings?” — RedBull founder’s legacy. Uber’s epic ad. Joyspun’s underwear strategy. Oct 25, 2022

The Founder of Red Bull passed away, but he left us with the most powerful marketing strategy of our lifetimes. If you’re riding in an Uber today, you may notice something completely new while you wait for that Camry: Ads within Uber. And at a record time for underwear startups, Joyspun just launched — Except it’s already owned by Walmart and it’s already worn by 20% of American women.

$UBER $PEP $WMT

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⚓️ “Biggest cruise ship, biggest mortgage” — Carnival's 11% boat interest. Hermes’ supremium fashion. BMW’s battery belt. Oct 24, 2022

Royal Caribbean is building the largest cruise ship in the history of the world, but the more interesting story is how they paid for the gigantic vessel. Apparently there’s a waitlist for $10,000 belts… because French fashion brand Hermes is in a different economy. And BMW’s next product isn’t a car — It’s part of the Battery Belt across America.

$CCL $RCL $HESAY $BMWYY

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🤠 “If the jeans fit, you must commit” — Wrangler’s Yellowstone face. Elon vs Bezos. Britain’s financial firing. Oct 21, 2022

Tesla just had its most awkward earnings call ever, but the real story here is Elon Musk vs Jeff Bezos. British Prime Minister Liz Truss just resigned, losing to a head of cabbage — the reason? “It’s the Economy, stupid.” And Wrangler has a new marketing plan to sell you jeans, from watching Yellowstone to listening to jazz.

$KTB $TSLA $AMZN

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💵 “Why the rent is so damn high” — The Villain of Rising Rents. Krispy Kreme’s frenemy McDeal. Netflix’s binge defense. Oct 20, 2022

If it feels like your rent is rising more than it should, it may have something to do with the startup Yieldstar. Krispy Kreme is now making donuts for McDonald’s — and it reveals a delicious quirk of Krispy’s business model. And what’s better: The Netflix episode deluge or the HBO episode drip?

$DNUT $NFLX $Z

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🤩 “Dopamine-driven compliment factory” — Gas app is #1. Airbnb’s crazy house fund. P&G’s celeb-flation. Oct 19, 2022

The #1 app in the App Store over the weekend? It’s Gas, an app to give you constant compliments. Airbnb’s newest investment fund is for building insane houses shaped like potatoes, the Flintstones, and Pink Floyd albums. And we’ve identified a new variant of Inflation: Celeb-flation… when Tide hires rapper Vanilla Ice to make you pay more for laundry detergent.

$ABNB $PG $META

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🐟 “Revenge of the Funa Sandwich” — Subway’s resurrection. Ye’s Parler acquisition. China’s 5-yr plan. Oct 18, 2022

Subway, the world’s largest sandwich chain, was sinking on a fake tuna controversy — So it threw the kitchen sink at the problem. After getting his Twitter account frozen, Kanye is now acquiring Parler… so now 5 men control our 5 speech platforms. And China just re-upped President Xi for another 5 years, so we’re looking at whether its economy will beat America’s.

$TWTR $META $MCD

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🎮 “Playstation on Wheels” — Sony’s 1st car. Krogertson’s $25B grocery run. Cathie Wood’s lost Ark. Oct 17, 2022

The 1st tech company to release a car will *not* be Apple — It’s Sony. Cathie Wood’s legendary ARK fund just hit a major milestone that screams “Do Less.” And Kroger and Albertsons are merging into a mega grocery store for $25B, but the real story here is Walmart.

$SONY $HMC $KR $WMT $ARKK

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🥒 “Peak Pickle Pop?” — Pickleball’s like crypto. TripActions’ business trip. Inflation’s celeb moment. Oct 14, 2022

Tom Brady. Brené Brown. A multi-billion-dollar hedge fund. They all have bought professional Pickleball teams — but we’re getting FOMO vibes. TripActions just hit a $9B valuation because business travel is getting regulated. And the Monthly Inflation Report just told us that nobody is listening to the Fed’s screaming.

$SPY $DAL $XOM $GIS

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🩳 “Mommmm, can I get this?” — Hollister’s parent trap. Puttshack’s adult mini-golf. Facebook’s $1,500 headset. Oct 13, 2022

Hollister just fixed the #1 barrier to Kid-commerce: How to get mom’s credit card. Puttshack just raised $150M to keep growing its mini-golf / restaurant/night club. And Meta just unveiled its Virtual Reality goggles, but the real surprise was who joined Zuck on-stage.

$ANF $BOWL $MODG $META

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🎃 “The $600M clown costume”— Spirit Halloween’s hack. Delta’s flying taxi. TikTok’s secret job. Oct 12, 2022

We’re jumping in TBOY style to the most important chain in the country right now: Spirit Halloween — they make $600M in 2 months (scary). Delta just invested millions in a flying airport taxi called Joby, because first impressions are worth it. And TikTok’s job website reveals that they’re about to take on… Amazon.

$TGT $HD $DAL $JOBY $AMZN

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😶 “The Great De-Yeezy-ing” — Kanye’s Insta-exit. Netflix’s movie theater. Ben Bernanke’s Nobel Prize. Oct 11, 2022

In 72 hours, Kanye West said enough stuff to get blocked by social media — but the Ye drama really reveals Elon’s future for Twitter. Netflix just announced their biggest movie of the year will debut… in theaters? (*checks notes*) Physical movie theaters. And the award for Nobel Prize in Economics goes to: Ben Bernanke and his beard — For an essay in 1983 that saved us in 2008.

$NFLX $AMC $META $TWTR $SPOT $AAPL

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🪴 “Pardoned but still cuffed” — Marijuana’s financial crime. Handbag alt-vestments. YouTube’s thumbnail secret. Oct 10, 2022

Weed stocks just had their best day in 3 years because President Biden loosened the financial handcuffs. Handbags are the hottest alternative investment, because the marketplace for secondhand Gucci is easy and online. And YouTube legend MrBeast revealed the secret to YouTube: The Thumbnail.

$CGC $TLRY $GOOG $REAL $LVMUY

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BONUS #1 🔥 The Inventor of Virality: Jonah Peretti, Buzzfeed Founder & CEO Oct 08, 2022

In our first TBOY interview, we chat with the Founder and CEO of Buzzfeed, Jonah Peretti. Buzzfeed was the first media company built on virality, harnessing the power of the internet to scale humor, joy, news… and a listicle on which Disney princess you are. But before Buzzfeed went public for $1.5B in 2021, Buzzfeed really began when Jonah was a student and turned a sneaker email with Nike into the 1st viral sensation. So we’re whipping up the Takeaways with Jonah on why something goes viral, what it says about our own psychology, the meaning of humor, Millennials vs Gen Z, what would surprise us about Buzzfeed, how the media industry is like a musical concert — and how he’d host a dinner sitting between Mark Zuckerberg and Rupert Murdoch.

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🏅 “The Drive-Thru Awards” — Chick-Fil-A’s happy meal. Peloton’s death threat. The Housing Market’s new winner. Oct 07, 2022

Drive-Thru lanes are now a whopping ⅔ of all fast food orders, and we just got the report on who’s #1 and who’s dead last. The Housing Market just made a change we’ve never seen before: It’s no longer a Seller’s Market… but it’s not a Buyer’s Market either… it’s No Man’s Land. And Peloton’s CEO just said something we haven’t heard a CEO say — The company has 6 months. *6 months*. That’s it.

$WEN $MCD $PTON

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🏎️ “The rich don’t retreat” — Ferrari’s recession shield. OPEC’s new American tax. Crocs’ Hey Dude shoes. Oct 06, 2022

Ferrari just unveiled its first SUV, starting at $400K — because Ferrari is “as recession-proof as it gets.” OPEC just cut oil production in order to jack up the price, because we all pay a gas tax to Saudi Arabia. And the fastest-trending shoe in America isn’t Crocs anymore, it’s Hey Dude… so Crocs acquired Hey Dude for $2.5B.

$RACE $CROX $XOM $CVX

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☠️ “Chug the Nookie Seltzer” — Liquid Death’s $700M water. Elon's Twitter reversal. Credit Suisse’s Lehman moment. Oct 05, 2022

Remember yesterday when we said Elon Musk is always in the news 3 days in a row? Now the Tesla CEO has changed his mind and offered to buy Twitter for his original price of $44B. Liquid Death just hit a $700M valuation for canned water that tastes like an Iron Maiden tattoo (but is it their Macarena Moment?). And Credit Suisse is getting all the attention this week, but for the wrong reason: Investors are getting Lehman Brothers vibes.

$TWTR $CS $KO

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🤖 “Elon built a robot” — Tesla’s humanoid robot. Kim Kardashian’s crypto fine. InnovaFeed’s insect meat. Oct 04, 2022

The newest product from Tesla isn’t a car… it’s a humanoid robot for your home. Kim Kardashian was just fined $1.2M by the SEC for an Instagram post about crypto because click-bait can create students. And Innovafeed is mass-producing flies… to feed animals… to feed you

$BTC $ETH $TSLA

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🍭 “What Gen Z Wants (Candy & Cash App)” — The Zillennial Report. Nike’s too-much-Nike problem. Facebook’s death spiral. Oct 03, 2022

We just got the report on what brands Gen Z likes… and the shocker is how it’s the opposite of Millennials (can we still say Zillennials? TBD). Nike shares dropped 10% Friday because it’s got too many Nike shoes — so we’re preparing for a Christmas of discounts. And guess which company is #499 in the S&P 500 this year? It’s Meta. Because Facebook is facing the Death Spiral, but we may have a solution.

$NKE $META $SQ

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🍟 “Adult Happy Meal” — McDonald’s nostalgia. Hurricane Ian’s insurance. LEGO’s specialist game. Sep 30, 2022

Our TBOY audience survey: https://u0d3uxj78l0.typeform.com/tboypod

McDonald’s (finally) unveiled the Adult Happy Meal because: Nostalgia Never Dies. LEGO is the biggest toy company on earth because it’s figured out how to out-fun Hasbro and Mattel. And Hurricane Ian has caused an estimated $40B of damage, but we think the smallest number is the scariest: Six.

$MCD $HAS $MAT

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🎢 “Influencer World” — Dude Perfect’s theme park. Biogen’s Alzheimer’s assassin. Lyft’s acquisition whispers. Sep 29, 2022

Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypod

Lyft’s stock has dropped so much, it may be thinking about the A-Word: Acquisition (“Lyft and General Motors, sitting in a tree, M-E-R-G-I-N-G”). Dude Perfect is a team of YouTube stars online, but they’re now opening the first ever Influencer Amusement Park in real life. And Biogen’s stock gained $11B of value in one day because it’s latest drug is a huge hope for Alzheimer's sufferers.

$LYFT $GM $BIIB $GOOG

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🍕 “Pizza is always trending” — Domino’s pizza non-fatigue. US Dept of TikTok. Harley’s 1st eHog. Sep 28, 2022

Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypod

To deal with the Chinese threat of TikTok, our government just came up with an idea: Oversee them with The Department of TikTok. Domino’s stock got upgraded on data that “Pizza Fatigue” isn’t real (aka you always eat pizza). And Harley-Davidson just launched the 1st ever pure-play electric motorcycle stock… but they don’t know who the customer is.

$DPZ $HOG $LVWR

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🥩 “The Plant-Based Myth” — Beyond Meat’s virtue issue. Hopper’s vacation game. The British Pound’s opposite day. Episode for Sep 27, 2022 Sep 27, 2022

Beyond Meat just sank to an all-time low after a new survey revealed a problem with plant-based meat: You think it’s lying. Investors are literally treating England like an Emerging Market — so the British Pound is the weakest it’s ever been. And Hopper is now the most-downloaded vacation app in the US because its new strategy is to pay you to party in Mykonos.

$BKNG $BYND $GBP

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🏈 “7 years younger” — Amazon’s football stats. Polaroid’s musical pivot. Steelcase’s ultimate office stock. Sep 26, 2022

Big Tech is gang-tackling the NFL: First Amazon won Thursday Night Football, now Apple owns the Super Bowl Halftime Show. Camera icon Polaroid just pivoted from cameras to speakers, but the real product it’s selling is an emotion. And Steelcase is #1 in office chairs for your butt, but it needs offices to get fun fast for it to survive.

$AAPL $AMZN $SCS

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😻 “Jay-Z’s Laser Eyes” — Cash App’s Bitcoin issue. Walmart+’s reverse Santa. Lithium’s gold rush. Sep 23, 2022

Walmart has whipped up a solution to the “Ugly Underbelly of Ecommerce”: it will come directly to your door to pick up your returns. Is Block, the owner of Cash App, so into Bitcoin that it’s blinded by its own laser eyes? And the newest gold rush isn’t gold… it’s Lithium.

$BTC $SQ $WMT

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😬 “The Snaggletooth Stock” — SmileDirectClub’s matrix. Spotify’s spiderweb book. The Fed’s game of chicken. Sep 22, 2022

Millions of Americans’ pandemic secret was those invisible adult retainers — but SmileDirectClub stock has now fallen 95%. Spotify finally launched audiobooks because nothing feels sticker than Charlotte’s Web. And the Fed just raised interest rates by a record amount for a 3rd time in a row, because someone’s gotta blink first.

$SDC $SPOT $SPY

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💄 “$3 for life” — Elf’s sacred makeup. Peloton’s rowing revenge. Big Tech’s M&A R&D. Sep 21, 2022

Peloton finally launched its new rowing machine… for $3,200… because “Health & Wellness” is now “Wealth & Wellness.” Elf Beauty will never change the price of its $3 lipstick because of Costco’s $1.50 hot dog deal. And in a 2-year period, Big Tech acquired 175 companies — because you need both a farm system and free agent signings.

$ELF $PTON $AAPL $AMZN

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☄️ “Party in my Space Suite” — Hilton’s outer-space hotel. Uber’s hack job. The mall’s bicep hero. Sep 20, 2022

The #1 way to save your sinking local shopping mall? The gym (Barry’s Bootcamp is the new Bloomingdale’s). The newest company to jump into the space race is… Hilton Hotels. And first Uber was hacked, then the Grand Theft Auto video game got hacked, and it’s all because of a teenager and a text message.

$HLT $SPCE $UBER $TTWO $PLNT

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💍 “#BamaRush Made Me Buy It” — Kendra Scott’s jewelry. FedEx’s concert problem. Ford Mustang’s dealer deal. Sep 19, 2022

Kendra Scott jewelry is now worth billions because she focused on college football — Alabama earrings, not New York necklaces. You can blame 1 company for the latest stock drop: FedEx. And Ford’s newest Mustang reveals a dirty secret about the car industry…we call it the Dealership Tax.

$F $FDX

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🐸 “Stop scanning my mangoes” — Self-Checkout’s leapfrogging. New York Times’ mealkit. Adobe’s $20B acqui-baby. Sep 16, 2022

It’s not just you… The number of self-checkout machines have doubled in grocery stores, but they’re also facing “The Leapfrog Effect.” The New York Times’ newest product isn’t a newspaper, it’s a meal kit. And Adobe just dropped $20B to acquire website design startup Figma, because it’s a digital thing making digital things (for digital things).

$NYT $ADBE $WMT

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🐏 “I gave away $3B” — Patagonia’s ultimate donation. Amazon’s NFL play. Railroads’ road rage Sep 15, 2022

After a $13B deal, NFL football begins on Amazon tonight, streaming exclusively for the 1st time ever - because football is the holy grail. The founder of Patagonia just gave away his $3B baby - the ultimate mission statement. And your weekend Amtrak right might get canceled because the Railroad strike reveals how much we rely on Railroads.

$AMZN $CSX

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🚴‍♀️ “eBikes are the new Pickleball” — Electric Bikes’ subsidy moment. Starbucks’ hacienda loyalty. Kellogg’s inflated water cereal. Sep 14, 2022

Yes, you’re noticing more electric bikes on the streets — Because e-bikes just beat road bikes. Starbucks just unveiled the future of loyalty at its annual investor day and here’s the strategy: Send you to a hacienda in Costa Rica to sip on the good stuff. And Kellogg just unveiled a cereal that doesn’t take milk, it takes water — And that “water cereal” explains why stocks just had their worst day in 2 years.

$K $SBUX $BRDS

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👗 “Dressed to Party… at Work” — Rent The Runway’s bleisure. Crypto’s merge madness. Facebook’s #FaceFail Sep 13, 2022

Noticed that Bitcoin and Crypto buzz? It’s because this week is Crypto’s biggest day of the year: We explain The Ethereum Merge. Rent The Runway’s is hopeful because you’re going back to the office… with a fabulous new wardrobe. And over the weekend, a Meta employee accidentally left a top-secret VR headset in a hotel room… we break down what it means.

$ETH $BTC $RENT $META $AAPL

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🟢 “Who’s the green text?” — Apple’s iMessage bullying. MrBeast’s burger strategy. Restoration Hardware’s private hotel. Sep 12, 2022

If you’ve ever had that guilty feeling of being the green text on an iPhone text chain, then this pod is for you: Apple and Google are battling over message bullying. MrBeast is officially the world’s top YouTube creator, but now he’s pivoting to hamburgers. And Restoration Hardware just launched a hotel for its fancy furniture — But do not call it a hotel.

$AAPL $GOOG $RH $MCD

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🛥️ “I’m on a boat” — MasterCraft’s starboard stock. OpenTable’s revenge dining. AMC’s monkey money. Sep 09, 2022

MasterCraft, the boat company, just enjoyed its most profitable year ever, but it’s worried about 2 things: Golf and Netflix. If you can’t get a dinner reservation this weekend, it’s because OpenTable just told us restaurant revenge reservations hit their highest level ever. And Regal Cinemas just went out of business because it couldn’t get its hands on Monkey Movie Money.

$AMC $MCFT $BKNG

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🤕 “Apple Watch saved my life” — Apple’s life-saving watch. Instacart’s celeb recipe. Quiet Quitting’s reality check. Sep 08, 2022

Apple didn’t invite us to its huge annual product event (again), but it all came down to our Takeaway: while tech is focused on virtual reality, Apple’s focused on real life. Instacart’s newest strategy to get you grocery shopping is celebrity orders, like the pre-filled cart for Lizzo’s fave cherry cobbler. And the most popular work concept right now is Quiet Quitting… but the numbers show it’s not exactly what you think it is.

$AAPL $WMT

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♨️ “World’s not-best coffee” — Blank Street’s brew. Porsche’s IPO principle. Germany’s firewood frenemy. Sep 07, 2022

You thought buying a Porsche was expensive? Porsche is going public at an $84B valuation because Porsche mastered “The Porsche Principle.” The fastest growing coffee chain right now is Blank Street Coffee because their master plan is to be the best coffee… by not being the best coffee. And one of the top Googled search terms in Germany right now is “firewood” because frenemies are breaking up — Russia is cutting off Europe’s heat.

$SBUX $VWAPY

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🏖️ “Beach bum billionaire” — Tommy Bahama’s chair. Amazon’s LOTR trolls. Adidas’ Kanye crash. Sep 06, 2022

While we were on vacation, we noticed that the #1 beach chair (by far) is made by one company… yet they don’t even make the product: Tommy Bahama. Amazon’s Lord of the Rings competed head-on with HBO’s House of Dragons — Amazon won, but its ratings may change ratings forever. And Kanye West is having a very public fight with Adidas because you live by the influencer and you die by the influencer.

$COST $AMZN $OXM $GPS $ADDYY

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🎤 BONUS: “An interview… with us” — Nick & Jack interviewed by Colin & Samir. Aug 29, 2022

We’re on vacation until Tuesday, September 6th, but we decided to whip up a Bonus Episode for ya. Earlier this summer, we sat down with Creator Economy gurus Colin & Samir to discuss the story of how The Best One Yet became The Best One Yet. So we’re sharing this as a bonus episode to you in case you want more TBOY while we’re off. See you in a week.

Celebrate the wins,

Nick & Jack

FYI: You can check out more from Colin & Samir’s podcast here: https://podcasts.apple.com/us/podcast/the-colin-and-samir-show/id1379942034

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🐉 “Games of Thrones vs Lord of the Rings” — Biggest Budgets Ever. Estée Lauder’s Lipstick Index. Manchester United’s Mis-Valuation. Aug 19, 2022

Game of Thrones and Lord of the Rings are about to drop new series with the biggest price tags in entertainment history: $40M per episode… and that budget explains everything. Estée Lauder’s lipstick sales reveal a problem with the whole economy. And Manchester United may be the most undervalued sports team on Earth.

$MANU $EL $AMZN $WBD

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🎃 “Happy Halloween NOW” — Target’s 80/20 rule. Private Jets’ country-club-ification. Calm’s meditation situation. Aug 18, 2022

Target revealed it’s already selling its 1st Halloween items (in the summer) because it's focused on the 80/20 Rule. Private Jets, from Taylor Swift’s plane to Wheels Up’s stock, are having a moment as travel becomes country-club-ified. And the Calm meditation app is still making money even though you stopped meditating, because its sneaky sales strategy.

$TGT $UP $UAL

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🧀 “1 Veltini with 2 olives” — Velveeta’s stunt strategy. Los Angeles’ savior stock. Walmart’s Spongebob halo. Aug 17, 2022

Velveeta is the one Pandemic product that keeps on winning because the melty cheese pivoted from ads to stunts. Walmart’s earnings pulled up the entire stock market yesterday, but the real story is Walmart’s happy halo of MTV, Nickelodeon, and Star Trek. And Los Angeles is running out of water, but there’s hope in 6 salty stocks that could save Santa Monica.

$KHC $WMT $GE $BIP

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🦄 “The 2nd Coming of Adam” — WeWork’s unicorn surprise. SoulCycle vs Peloton. Clear’s airport penguin. Aug 16, 2022

WeWork co-founder Adam Neuman is back and riding a brand new unicorn… His startup Flow is already worth $1B (and it’s just a website). SoulCycle is pulling a move out of Mean Girls to troll Peloton, but they’re both suffering from the dreaded “F’s.” And the worse your airport travel, the better it’s been for Clear’s stock — because Clear solved The Penguin Problem of Platforms.

$YOU $WE $PTON

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🩲 “The Undies Economy” — Parade’s $200M underwear. Cable TV’s grandma fee. Rivian’s Indonesia problem. Aug 15, 2022

Tech stocks are down, so Venture Capitalists are jumping into your underwear. Charter Communications is a case study in Cable TV’s strategy: For every Grandkid lost to cord-cutting, squeeze more from Grandma. And Rivian’s electric trucks lost nearly $2B in just 3 months, but its real problem is a certain mineral in Indonesia.

$RIVN $TSLA $VSCO $CHTR

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🍕 “Quitaly” — Domino’s pie-rish exit. Disney’s streaming kingdom. Planet Fitness’ value. Aug 12, 2022

Disney just won the game of thrones — it passed Netflix in streaming subscribers. Domino’s made a bold bet to expand to Italy… but now it’s quietly exiting without telling anyone (pie-rish exit). And Planet Fitness’ earnings reveal that its favorite piece of equipment is the Price Pole — Because right now you’re sliding down it.

$DIS $NFLX $DPZ $PLNT

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🏀 "The $500M High School Jock" — Overtime Sports's teenager league. Sweetgreen's missing salad. Inflation's celebrity report. Aug 11, 2022

What if we told you that venture capitalists and NBA players and Venture Capitalists just poured $100M into a sports league purely for high school kids? (They did). Sweetgreen just revealed that it’s so focused on making scalable salads that it forgot to do 1 thing: Make something else. And for the first time in years, prices actually went down - Because Inflation is a Self-Fulfilling Prophecy.

$SG $XOM $CVX

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🤮 “The Rent Is Too Damn Higher” — Housing’s spillover effect. Lyft’s backseat tablets. Videogames’ 1 step backward. Aug 10, 2022

If you're worried your Landlord is about to jack up your rent, it’s because they probably are… and it’s because of the Spillover Effect. Lyft is tired of just driving you around, so it’s launching a media arm and in-car screens (Spoiler: you can change the music without asking the driver). And the maker of Grand Theft Auto just revealed that video games miss you — In fact, the entire video game industry has taken 2 steps forward, 1 step back.

$LYFT $TTWO $MSFT

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💰 “Lean Media gets Fat Checks” — Axios’ bullet point. The Climate Bill’s Tesla goal. Oatly’s martyr milk. Aug 09, 2022

Help create the next Tesla: That’s the goal of the biggest climate bill in the history of the climate, which just passed. Newsletter startup Axios just sold for $525M because Lean Media gets Fat Checks. And Oatly sales keep pumping, but its stock isn’t because it may be the Martyr of Alt-Milk.

$OTLY $TSLA

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🦇 “Batgirl For Never” — DC Comics’ cancellation. Colleges’ merging. Amazon’s iRobot deal. Aug 08, 2022

Batgirl has already cost $90M to film and produce, but it was still canceled last week because Warner Bros hasn’t figured out “The Franchise Formula.” Forget ‘Bama Rush videos (#RollTideTok) — The newest trend on college campuses… is mergers and acquisitions. And iRobot is getting acquired by Amazon for $1.7B because there’s no data more powerful than a map… that your vacuum learned by vacuuming.

$IRBT $AMZN $WBD

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🧊 “Iced Hot Girl Walk” — Starbucks’ latte flywheel. Ford’s Jeep-killer. TikTok’s musical frenemy. Aug 05, 2022

Starbucks served up record sales thanks to 16-year-olds ordering insanely complex cold drinks. TikTok noticed a funny thing you do when you’re on TikTok, so it just trademarked the term “TikTok Music” (heads-up, Spotify). And Ford just revealed that 70% of the buyers of the new Bronco weren’t Ford customers before… we think Bronco is the Jeep-killer.

$SBUX $SPOT $F $STLA

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🏋️ “$50 gym fee” — Marriott’s suck-flation. Robinhood’s price problem. Molson’s draught divide. Aug 04, 2022

If you’re traveling right now, did you have to pay extra to use the pool? We gotta introduce you to… Suck-flation. Your beer choices are messing with Molson Coors: You either got a premium brew or whatever can is cheapest. And Robinhood is letting go of 23% of its workers because price isn’t a competitive advantage.

$TAP $HOOD $MAR

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💃 “The Wedding Crasher outfit” — Abercrombie’s perfect dress. Taiwan’s most important company. Boatsetter’s Airbnb-share. Aug 03, 2022

Abercrombie’s best-selling product right now isn’t a cologne, a polo shirt, or cargo shorts: It’s a $100 wedding dress. You’ve probably heard Nancy Pelosi is visiting Taiwan, but it’s also the home of the most important company in the world. And Boatsetter just raised $38M so you can Airbnb a boat — because Airbnb’s blindspot is the starboard bow.

$ANF $ABNB $TSM

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⚡ “Big Drink Energy” — Celsius’ Pepsi deal. Bird’s Millennial scooter. GM’s White House meeting. Aug 02, 2022

Bird Scooters has become a penny stock because VCs aren’t paying for half your ride anymore. Pepsi is investing $550M into Celsius Energy Drinks, and it’s getting the friends & family discount. And one company visited the White House more than any other in the last year: General Motors. And it just might pay off with a huge climate deal.

$BRDS $UBER $CELH $PEP $GM

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🐎 “Apple + Lamborghini = iCar rumors” — Apple’s Trojan Horse. BeReal’s selfie moment. TicketMaster’s Sprinsteen price. Aug 01, 2022

Apple just hired a Lamborghini vet… and we think Car Play is Apple's Trojan Car Horse. BeReal is #1 overall in the App Store right now — so naturally, Facebook is zucking it. And TicketMaster just sold tickets to a Bruce Springsteen concert for over $5,000 and fans are angry — because Dynamic Pricing is Born to Run.

$AAPL $LYV $META

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🧴 “Lather my back, TJ” — Trader Joe’s $9 sunscreen. JetBlue’s boring-est flight. Our anti-Recession recession. Jul 29, 2022

The biggest business battle of the summer may be over a $9 bottle of Trader Joe’s sunscreen (vs Supergoop). JetBlue just acquired Spirit Airlines so we’re breaking down why we’ve ignored the last 97 headlines about it. And yesterday the government said we’re in a Recession… but the day before that they said *no* Recession… because this is the first-ever Anti-Recession.

$BX $JNJ $BAYRY $JBLU $SAVE

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🌮 “RIP: Choco Taco” — Unilever’s Thin-flation. Puma’s 5th sport strategy. Chips’ love moment. Jul 28, 2022

Puma gets no attention as the 3rd biggest sports apparel company, but it’s winning by playing where others don’t want to. Choco-Taco is considered by many the greatest ice cream invention of all time, but it’s now been discontinued. Don’t blame Inflation, blame Thin-flation. And the Senate just passed the biggest chip deal since the computer, because we’re in a “legs race” against China.

$UL $PUMSY

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✊ “Make Insta Insta Again” — Kardashian’s Facebook protest. Glossier’s Sephora-man. Russia’s economic lie. Jul 27, 2022

We’re witnessing the most existential zucking of our time: Instagram is copying TikTok (and the Kardashians are really unhappy about it). For years, the only way to get Glossier’s lip gloss was at Glossier, until now — Glossier is coming to Sephora’s 2K stores. And Russia’s economy seems to be doing okay since the war started… except Russia’s economy is 1 big lie.

$META $LVMUY

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🎀 “The secret sauce to Pink Sauce” — Pink Sauce’s growth hack. Marvel’s superhero ROI. Weber’s broken grill. Jul 26, 2022

Pink Sauce has gone viral, but its growth hack was not explaining what it is. At Comic-Con, Disney revealed 2 more phases of its Marvel Cinematic Universe — we think it’s one of the greatest acquisitions of all time. And summer is peak-season for lighting up Weber Grills, yet Weber stock just plummeted 16%.

$DIS $WEBR $KHC $SPY

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🧸 “Elon’s 1st doll” — Mattel’s SpaceX fan-vestor. Coinbase’s 1st insider trading. Snapchat vs Amex. Jul 25, 2022

Mattel sales jumped thanks to Hot Wheels, but its newest toy partner is… Elon Musk’s SpaceX. A Coinbase product manager was charged with the first ever insider trading for crypto. And Snapchat’s earnings just screamed “Recession,” but then American Express screamed “No Recession” — So we’re going Snap vs AmEx.

$COIN $BTC $MAT $SNAP $AMEX

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🫁 “Bezos harvested my kidney” — Amazon’s One Medical catchup. FaZe Clan’s video gamer stock. AT&T’s phone-bill fiasco. Jul 22, 2022

FaZe Clan is a video game team that now has a publicly traded stock. Amazon just jumped into your doctor’s office by acquiring One Medical (“paging Dr. Bezos”). And AT&T stock had its worst day in 20 years because you paid your phone bill a day late… and so did everyone else.

$FAZE $ONEM $AMZN $T

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🥿 “I love your mules, dude” — Mule’s comfort economy. Amazon’s fake weeding. Fusion Nuclear’s hail mary pass. Jul 21, 2022

Amazon is suing the people behind 10,000 Facebook Groups for their fake review schemes because we all pay the Bot Tax. Mules shoes have jumped from women’s fashion to men’s, because under every active fad is a sleeping trend. And yesterday, air conditioner stocks popped because they’re the duct tape of Climate Change. Today, we’ve found the Hail Mary of Climate Change… It’s known as Fusion.

$FL $AMZN $CROX

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🐔 “Nuggets 4 life” — KFC’s Window of Loyalty. Air Conditioner’s duct tape. Netflix’s stoooooop. Jul 20, 2022

KFC is launching their first chicken nugget in their 92 year history — because the window for their chicken loyalty is closing fast. With extreme heat ravaging Europe, people are turning to climate change duct tape: Air Conditioners. And Netflix’s shrinkage continued for a second-straight quarter, so it should initiate Code Red: Make Fewer Shows.

$YUM $NFLX $CARR

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🐟 “The Barbra Streisand of Tuna” — Subway’s funa sandwich. Snapchat’s zoom-eater. Delta’s lost bag flight. Jul 19, 2022

A judge just ruled that Subway can be sued over its tuna sandwich… So it’s time to discuss “The Barbra Streisand Effect.” After 10 years, Snapchat just launched on a web version — and it’s a Zoom-eater. And airline’s just reported earnings, which can be summed up with one single flight: Delta flew a plane from London to Detroit only filled with lost bags.

$SNAP $DAL $UAL $AAL

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🐝 “BeyTok” — Beyonce’s TikTok. Wordle’s board game. Big Tech’s fear managers. Jul 18, 2022

Beyonce has finally joined TikTok, but the real story here is how TikTok’s beating Google. The NYTimes and Hasbro are turning Wordle into a physical board game, because they’re playing chess while their copycats play checkers. And Big Tech’s management style is taking a page from old school Jack Welch: Less “Cool Mom,” more “Hunger Games.”

$HAS $NYT $GOOG $META

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🦸‍♂️ “Ironman… In Real Life” — The Tony Stark startup. Coors Light Super Bowl. BMW’s heated seat fee Jul 15, 2022

Budweiser was the exclusive beer sponsor of the Super Bowl until today — and that made Molson Coors the most creative beer in advertising. The founder of Oculus has a new plan: Become Iron Man (he’s pulling a Tony Stark in real life). And if you enjoy the heated seats in a BMW, you’re gonna have to pay extra for them… because BMW is jumping into Fee-tail with a Fee-ocracy.

$TAP $BUD $BMWYY $META

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😘 “Welcome to Super Elite Hottie Club” — Tinder acquires The League. Sports mascots’ big money. Inflation myth-busting. Jul 14, 2022

Tinder just acquired a dating app so exclusive, we couldn’t even jump in TBOY-style — Because dating isn’t about love, it’s about time. Ducks… Cavemen… and the Geico Gecko… There is a secret strategy behind insurance mascots and sports. Inflation just hit a level so high, we’re going full myth-busters on how we can lower gas prices.

$MTCH $KHC $BRK.A $PRU\

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🎹 “Wordle… but for Bohemian Rhapsody” — Spotify’s trivia acquisition. Pepsi’s double-dipped chip. Dollars vs Euros. Jul 13, 2022

Trivia: What startup did Spotify just acquire? Answer: A music trivia game that rhymes with Wordle (because “discovery” is audio’s biggest problem). Pepsi just revealed a shockingly strong quarter because it’s double-dipping its chips — and we’re letting them do it. And American tourists traveling to Europe are about to enjoy 18% off everything, but there are 2 sides to every coin (literally).

$PEP $SPOT

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🪳“Twitter has termites” — Elon’s $44B excuse. Truff’s hot sauce $trategy. Uber’s secret files. Jul 12, 2022

Elon Musk is canceling his deal with Twitter and here’s how we’re visualizing it: A house with termites. Truff created the most expensive hot sauce on earth, and it’s because Truff created an Instagram handle before it created a sauce. And 124,000 pages of secret Uber files just leaked that reveal just how dirty Uber’s “Move Fast & Break Things” Playbook got: “We’re illegal.”

$UBER $KHC $TWTR $TSLA

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🌭 “The world’s cheapest wiener” — Costco’s hot dog strategy. SpaceX’s 1st yacht. HBO’s ad-pology. Jul 11, 2022

The price of everything is going up… except for the $1.50 Costco Hot Dog & Soda combo (because the co-founder will kill the CEO if it’s a penny more). HBO just made one of the biggest changes in TV ad history: Commercials you won’t hate. And SpaceX just launched wifi for yachts because it’s building Invisible Infrastructure.

$COST $WBD $TSLA

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😈 “Radio$#@&k” — RadioShack’s vulgar strategy. Virgin Galactic’s mothership. The end of online returns. Jul 08, 2022

RadioShack went bankrupt 7 years ago, but its Twitter account has never been more alive. Virgin Galactic figured out how to financially get you into space: The Mothership. And if you try to return that turtleneck to Target, they don’t want it back — just keep it. It’s the end of online returns.

$SPCE $BA $TGT $WMT

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🧸 “40-year-old Lego master” — The Kidult toy economy. The Amazon GrubHub sweetener. The major questions doctrine. Jul 07, 2022

The fastest growing segment in toys… is grownups (we’re talking middle-aged fans of Legos, scooters, and dolls). Amazon just invested in GrubHub to add food delivery to Prime because nothing’s stickier than a few sweeteners. And last week the Supreme Court reached one decision that affects every industry in the US: “The Major Questions Doctrine.”

$MAT $HAS $JTKWY $AMZN

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🍽️ “It's a Tesla restaurant AND theater” — Tesla’s 1st diner/theater. Minions’ viral movie. Slutty Vegan’s $100M bun. Jul 06, 2022

What if we told you that Tesla was opening a drive-thru restaurant with a drive-in movie theater? They just filed a permit for one in LA. The Minions movie set box office records thanks to roaming gangs of teenage boys in suits. And Slutty Vegan hit a $100M valuation for an aggressively plant-based burger because if everyone likes you, nobody loves you.

$TSLA $CMCSA

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🍉 “HarryStyles+” — Apple’s concert strategy. College Sports’ super leagues. BlockFi’s 99% drop. Jul 05, 2022

Apple just launched a concert series with Mary J Blige and Harry Styles because in a Recession, Subscription is the Prescription. LA’s 2 top universities joined the Big 10, because college football has become a TV show. And BlockFi lost up to 99% of its value in 3 months (and Harry Styles explains this one, too), because the crypto winter is the riskiest of risky.

$BTC $AAPL

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🍊 “Pamplemousse Problems” — LaCroix’s minivations. Zigazoo’s kindergarten app. Airplanes’ new bunk beds. Jul 01, 2022

If you’re hitting the beach tomorrow with a pack of LaCroixs, know that you’re drinking minivation, not innovation. And if you’re flying today, talk to your seatmate about the latest disruption in the air: Bunk beds. And Zigazoo just hit a $100M valuation to be the social media app for kindergarteners (not a typo).

$FIZZ $AIR $DAL $UAL $SAVE

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🥃 “An $816,748 gin-vestment” — Rare Whiskey’s record shot. Period Apps’ privacy power. TikTok’s new king. Jun 30, 2022

The most expensive bottles of whiskey ever were just sold in an airport, because where there’s Inflation, there’s gin-vestment opportunities. After Roe v Wade was overturned last week, one part of the digital economy saw a surge: Period-tracking apps. And after 3 years on her throne, Charli D’Amelio was just replaced as Queen of TikTok… just as TikTok shared its internal numbers with us.

$STZ $META $GOOG

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🥳 “Party Pooper with a Purpose” — Airbnb’s canceled party. Olive Garden’s unlimited hiring breadstick. Rivian’s Adventure Network. Jun 29, 2022

Bad news for keg stands: Airbnb just permanently banned parties at airbnbs, because it’s down with a little friction. The Olive Garden just hit pre-pandemic hiring levels because The Great Resignation is becoming The Great Reversation. And Rivian just launched an electric truck charging network, but there’s 1 catch… you must love 14-mile out-and-back hikes.

$RIVN $DRI $ABNB

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🍫 "M&Ms > Coke" — Mars' pet candy. The Great Latte House Lie. Russia’s debt default wingman. Jun 28, 2022

The mysterious and private Mars Candy Company just shared its numbers with us for the 1st time: More M&Ms than you think… and more veterinarians. Have you heard The Great Latte Lie? If you’ve been told you can’t buy a house because you buy too many fancy coffees, we have an update for you. And for the 1st time in more than a century, Russia didn’t pay back its IOUs — Because it’s got wingmen.

$HSY $Z $KO $MAT

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Coke" — Mars' pet candy. The Great Latte House Lie. Russia’s debt default wingman." class="download">

🥔 “Proudly a Couch Potato” — La-Z-Boy’s Greek Mythology. Roku’s TVcommerce. Roe v Wade’s economics. Jun 27, 2022

Shocker: La-Z-Boy jumped 11% on a record quarter because it borrowed a lesson from Ancient Greek mythology. Roku and Walmart just partnered up so you can watch “Yellowstone”… and then buy cowboy boots through your TV. And with Roe v. Wade overturned on Friday, we’re looking at what we know best: The economic impact.

$LZB $ROKU $WMT

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💀 “I speak to dead people” — Alexa’s dead grandma mode. Little Caesars' NFL pizza. Juul’s vape-ocalyps Jun 24, 2022

The newest feature from Alexa impersonates the voice of your dead relatives (Yetis, we need to talk about the Jeff Goldblum Principle). Little Caesars just became another “Official Pizza” of the NFL, because “Official” anything is the ultimate Profit Puppy. And if you’re vaping a Juul right now, enjoy it — Juul e-cigarettes just got banned in the US.

Also, want to hear that interview we did with The Colin & Samir Show?

Here’s Part 1 (49-min): https://tinyurl.com/yc87sj7b

And here’s Part 2 (45-min): https://tinyurl.com/2jha4tzh

$MO $AMZN $DPZ $PZZA

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⛱️ “Happy Gas Tax Vacation” — $0.18 cents off gas. Magic Spoon’s cereal revenge. The Obamas’ pod move. Jun 23, 2022

Remember yesterday when Kellogg told us that cereal is dead? Well, startup Magic Spoon just raised $85M… for Millennial cereal. Just as you spiral into a Gas Price depression, we may be getting a 3-month Gas Tax Holiday. And the Obamas are moving their podcast from Spotify to Amazon because exclusivity has an expiration date.

$SPOT $AMZN $XOM $K

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🍿 “Snacks ate everything” — Kellogg’s disowns cereal. Chanel’s V-VIP store. Instagram’s TikTok zucking. Jun 22, 2022

We looked at our instagram feed over the weekend, and we found TikTok (all our friends’ posts were gone). Kellogg, the sultan of cereal, is splitting into 3 separate companies because snacks are eating everything. And Chanel just unveiled a store so exclusive, you can’t go in without a ticket #VVIP.

$K $META $LVMUY

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🌴 “Welcome to Amazon Resort” — Amazon’s luxe influencers. The Warriors’ software championship. Elon’s tweet-and-greet. Jun 21, 2022

The Warriors won the NBA Finals, but the real MVP was a shot-tracking startup called NOAH. Amazon just took over a luxurious all-you-can-anything Mexican resort because it desperately wants fashion Influencer friends. And Elon sat down with Twitter employees for his first company “Tweet & Greet,” but it was anticlimactic.

$AMZN $TWTR $GOOG

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🔺🔴🟥 “Squid Game… but it’s real” – Netflix’s reality show. LEGO’s US factory. Jokr’s Millennial lifestyle. Jun 17, 2022

Netflix is so desperate for Season 2 of Squid Game to be a success… that it’s turning the horror show into a reality TV show. Lego is finally building its 1st factory in the US because kids want that toy now (except if they change their minds. Or don’t. Then change again). And Jokr is shutting down its Super Delivery app in the US, marking the end of the “VC Subsidized Millennial Lifestyle.”

$NFLX $MAT $HAS $DIS

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⚽ “Going full Ted Lasso” — Apple’s $2.5B soccer deal. Miso’s robot army. The Fed’s huge punishment. Jun 16, 2022

Major League Soccer just became the first pro sports league to jump 100% from cable to streaming — and it’s doing it with Apple. Miso Robotics’ greatest invention isn’t a $500M burger-flipping robot… it’s an army of newsletter-reading Fan-vestors. And the Fed just made its biggest interest rate move in 28 years because it has 1 request for us: “Stop Buying Things.”

$AAPL $CMG

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🥗 “Ronald slaughtered his salads” — McDonald’s people pleasing. NextDoor’s new neighbor. Florida’s “Real Zero” trademark. Jun 15, 2022

McD’s is cutting a bunch of items from its menu… and we noticed it’s all about slaughtering the salad. While stocks are falling, 3 big investors just bought up shares of NextDoor — Because its neighbors aren’t trolling. And the 1st state to go carbon zero looks like it’ll be: Florida.

$KIND $MCD $NEE

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🧠 “A robot that feels” — Google’s human-ish chatbot. Jack & Coke’s perfect fit. Celsius’ bad crypto apple. Jun 14, 2022

Google has built an AI chatbot that’s so good, one engineer thinks it feels emotions… like a 7-year-old human. Jack Daniels and Coke is the most ordered I-don’t-know-what-else-to-order drink at the bar, so Coca-Cola is canning its 4th alcohol. And Celsius seems to have lost its clients’ crypto money — That bad apple punches the whole bunch.

$KO $BF $GOOG $BTC

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✏️ “Mr. Beyonce taught me Bitcoin” — Jay Z’s Crypto Academy. Spotify’s podcasting double-dip. Permian Basin’s whispering oil. Jun 13, 2022

Spotify just revealed the financial numbers behind your podcast listening, so we’re whipping up the Takeaways for ya. Jay Z and Jack Dorsey just partnered for a Crypto Academy in a Brooklyn housing project. And since gas just hit a record $5/gallon, we’re looking at the Permian Basin, the profit puppy of American oil.

$BTC $PBT $SPOT

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⛳ “Unhappy Gilmore” — Golf’s Saudi sportswashing. Jones Road’s micro makeup. Waymo’s truck brains. Jun 10, 2022

The golf industry is going through its biggest drama since Shooter McGavin, because we’ve entered the age of sportswashing. Jones Road’s cosmetics is tired of paying Kim Kardashian for makeup promos, so they’re paying your buddy down the street. And one division of Uber doesn’t get enough love: Uber Freight is partnering with Google’s Waymo for self-driving truck brains.

$ELY $GOOG $UBER

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🌮 “It’s got a taco elevator” — Taco Bell’s drive-thru supreme. Summer’s housing test-drive. Shopify’s new king. Jun 09, 2022

Taco Bell just opened a restaurant that sits on stilts, because a nacho elevator defying gravity is the future of drive-thru. Summer is a startup that figured out how to let you test-drive a home (try-before-you-buy… a house). And Shopify’s shareholders just voted… to not be able to vote anymore.

$YUM $SHOP $ABNB

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🍬 “Fruity Pebbles Latte, please” — Nestle’s coffee creamer-copia. Palantir’s perfect pitch. Target’s fire sale. Jun 08, 2022

Nestle sees America is consuming record amounts of coffee, so it’s piggybacking with record coffee creamer sales — and making it sweet. Palantir’s CEO did what no other CEO has: visited the President of Ukraine in wartime Liev. And Target just updated us again that they’re in some trouble — next up, a firesale in aisle 6.

$NSRGY $PLTR $TGT

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🍷 “Rando Merlot vs Pricey Pinot” — Duckhorn’s Millennial wine thesis. Apple’s chicken/egg iMessage. Solar stocks’ dodgeball. Jun 07, 2022

One of the very few stocks up right now is Duckhorn Wines… because they know Millennials will pay more for a pricey pinot. Apple’s Worldwide Developers’ Conference kicked off with a plan to turn your car into an iThing. And the US solar industry has been frozen… until yesterday’s tariff pause.

$NAPA $AAPL $FSLR

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🍄🍌 “I drive a Mario Kart” — Nintendo’s magic kingdom. Poparazzi’s anti-Instagram. Jamie Dimon’s hurricane. Jun 06, 2022

Poparazzi became the #1 app in the App Store because it gives control of your social media profile… to your buddies. Jamie Dimon just warned that there’s a “hurricane” coming for the US economy (but hurricanes come every year). And Super Nintendo World opens in California early next year — but unlike any other theme park, you ride Mario Kart in the real world and the fake world. Simultaneously.

$NTDOY $JPM $FB

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⛈ “It will rain at 3:18pm… in 1 year” - Salient’s super weather app. HP’s perfect conference room. Sheryl’s automation complication. Jun 03, 2022

Salient just raised money to predict the weather… for a year from now. Just after Elon said you can’t work from home, HP dropped $3B for a company that pimps out your conference room for remote work. And Sheryl Sandberg has left Facebook and also left this legacy: Automation is insanely scalable but insanely vulnerable.

$FB $POLY $HP

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⛹️‍♂️ “Gucci, Prada, Lebron” — The NBA’s luxury love. Elon’s anti-remote rant. Delta’s summer upgrade. Jun 02, 2022

As the NBA finals begin tonight, we highlight the league’s new strategy: Luxury, luxury, luxury. If you work for Tesla and want to work from home… you’re fired. And Delta just confirmed that after 2.5 years, air travel is finally 100% back (but your JFK => ACK trip will now cost double).

$LVMUY $TSLA $DAL

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👨‍🎤👨‍🎤👨‍🎤 “A Jonas Bro texted me nbd” — Jonas Brothers’ superfan startup. Top Gun’s popcorn payoff. Roomba’s brain strategy. Jun 01, 2022

Instead of posting to Instagram, the Jonas Brothers will now text you their best pics and vids (for a price), because creators want to go direct-to-consumer, too. Top Gun went full Maverik and destroyed box office records because viewers decided it was worth going to theater for. And iRobot just unveiled new features for its Roomba vacuum, but it’s all about the brain, not the body.

$IRBT $FB $PARA

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🔌 “How’s the battery range?” — Our electric car odyssey. Burger King’s worship brand. Baby Unicorns’ warning letter. May 31, 2022

We just put our electric cars to the ultimate test: The MDW Road Trip (so we’re taking you on our Electric Odyssey). Burger King’s making burgers for pregnant women — and worshiping the Whopper. And Y Combinator just wrote a letter to all startup CEOs: Warning.

$QSR $TSLA $VWAGY

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“The Whopper is my mantra” — Burger King’s worship brand. Baby Unicorns’ warning letter. Our electric car odyssey.

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🕺 “Bringing Unsexy Back” — Justin Timberlake’s $100M music. Petco’s PUPPY. The NFL’s Football+ May 27, 2022

Petco’s CEO thinks they are recession proof because people ultimately prioritize puppies, yeah. Justin Timberlake just sold his music for a reported $100M — not because it’s sexy, but because it’s un-sexy. And the NFL is set to launch NFL+ in July, the newest streamer. But football is putting pro’s before co’s. Enjoy your Memorial Day Weekend and we’ll catch ya next on Tuesday.

$WOOF $BX

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👚 “Moms popping collars” — Abercrombie’s nostalgia fire. Amazon’s Airbnb move. Glencore’s bribe rooms. May 26, 2022

Abercrombie just had its worst day ever, but here was the real surprise: It’s best customers aren’t teens, they’re nostalgic Millennials. Amazon is pulling a move from Airbnb: Rent out the extra warehouse. And mining giant Glencore just pled guilty to having official “bribe rooms” at its offices. Bribe Rooms. Like rooms, but full of cash (and duffle bags).

$ANF $GLNCY $AMZN $ABNB

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👑 “Kim Kardashian’s cool table” — Snapchat’s 40% ghosting. Beyond Meat’s Kim-bassador. Walmart’s drone championship. May 25, 2022

Snapchat just ghosted the whole market for its worst day ever, but there’s one word it won’t say: Voldem-. Beyond Meat’s new turnaround plan is straight outta the teen flick “She’s All That” (hint: Hire Kim Kardashian). And Walmart has won the drone delivery championships with its Invisible Infrastructure.

$SNAP $BYND $WMT

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🤪 “Billion-Dollar Bobblehead Dolls” — Funko’s bobblehead unicorn. Boston Beer’s weed teapot. Buy Now Pay Later’s disguise. May 24, 2022

We just discovered the 1st ever pureplay bobblehead doll stock: Funko. Since hard seltzer is out, Boston Beer’ is betting on a new innovation curve - the 1st brewer with a THC weed beer. And Buy Now Pay Later is having another moment… but for all the wrong reasons.

$SAM $AFRM $DIS

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🥢 “Crazy Rich Weeeeeeeee” — Weee!’s ethnic food app. Carnival’s wedding cruises. Baby Formula’s 90% problem. May 23, 2022

Just before a record summer of weddings, Carnival Cruises is reintroducing its port-side profit puppy, the Wedding Cruise. Weee! isn’t just the best name for a startup we’ve ever heard — it’s the $4B grocery app that just hired the Director of “Crazy Rich Asians.” And we’ve got an ironic update on the Baby Formula Shortage: There’s not enough diversification and too much diversification.

$CCL $ABT

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🪨 “The Rock’s football league” — The XFL’s 3rd try. Jamie Dimon’s anti-bonus. Marriott’s ad vacay. May 20, 2022

The NFL’s rival league, the XFL, was just acquired by… The Rock. As we jump into a record travel season, Marriott wants to cover your hotel room with ads. And JPMorgan’s CEO Jamie Dimon was supposed to get a $50M bonus — but then shareholders said ‘No, thanks.’ But he’s still gonna get the bonus.

$DIS $MAR $JPM

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🌮 “Uno. Dos. Taco.” — Duolingo’s language cafe. Target’s tumble. Women’s Soccer’s payday. May 19, 2022

Target and Walmart stocks just had their worst days since 1987 because you’re not buying TVs anymore - you’re buying Barbie Dolls. The language-learning app Duolingo’s newest product is… a taco restaurant? And in one of the biggest money moves in history, American women’s soccer is getting a historic payday.

$DUOL $TGT $WMT

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🍹 “Bachelorette by Uber” — Uber’s fun strategy. (in)Direct-to-Consumer. Google’s no clue office. May 18, 2022

Casper. Allbirds. Warby Parker. The Millennial-infused Direct-to-Consumer unicorns you love are injured, so they’re going indirect. Uber just unveiled its newest updates — they all seem focused on optimizing your bachelorette party. And Google just built a new campus that includes their own hotel, but even they have no clue what the future of work looks like.

$UBER $WRBY $BIRD $GOOG

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🦋 “Kendrick Lamar doesn’t Venmo” — Cash App’s rap battle. Bitcoin’s anti-bro. McDonald’s de-arching. May 17, 2022

Kendrick Lamar dropped his first album in 5 years, but to get the best tickets you need a fintech app. Shocker: One of the rockstars of crypto just actually critiqued something about crypto. And McDonald’s is “de-Arching” from Russia (new word, they made it up) — the Happy Meal is perhaps America’s most important export.

$BTC $SQ $MCD

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🐔 “#HoldTheDeal” — Elon’s Twitter buyer’s remorse. Beyond Meat’s jerky jerk. Sonos’ kinda smart speaker. May 16, 2022

Elon put his Twitter deal on hold because he’s got billion-dollar buyer’s remorse (and it could leave Twitter in shambles). Beyond Meat’s betting the plant-based farm on a jerky that it love/hates. And Sonos’ new smart speaker is kinda dumb… and that’s exactly the point. Enjoy the pod, Besties and Yetis.

$TWTR $SONO $BYND $TSLA

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⚡ “Buzz Lightyear deserves a raise” — Disney’s junior varsity. Vitro’s lab leather. Airbnb’s Emily-In-Paris. May 13, 2022

Everyone’s talking about Disney’s Varsity-level blockbusters — But they announced they’re working on 500 junior varsity flicks (cue the Buzz Lightyear schmovies). Vitro just raised $46M to grow your leather handbag in a lab. And Airbnb’s redesign is the biggest development in travel: Not Emily-In-Paris, Anywhere-But-Paris.

$DIS $ABNB

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🥶 “Bitcoin Blizzard” — Coinbase’s bankruptcy scare. The RealReal’s re-Gucci. Baby Formula’s shelfless-ness. May 12, 2022

If you wanna know what’s up with crypto right now, just look at Coinbase — 1 single line from their earnings freaked everyone out yesterday. But there’s one company that’s actually growing right now: TheRealReal is finding the Gucci over Fucci. And the newest entry in the Hoarder’s Almanac is Baby Formula — a case study in market failures.

$BTC $COIN $REAL $ABT $COIN

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👾 “Donkey Kong’s gray hairs” — Nintendo’s Switch sitch. Best Buy’s skincare search. Tesla’s China challenge. May 11, 2022

Mario’s mustache is going gray because Nintendo’s iconic Switch console is aging fast. Best Buy’s newest product is… skincare and patio furniture (because the search bar is corporate truth serum). And if you want to know how bad the lockdown situation is in China, just look at Tesla: April sales in China plummeted 98%.

$NTDOY $TSLA $BBY

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🏩 “Honey, love the home you’re with” — Elon’s Twitter roadmap. OHouse’s unicorn house design. Lordstown’s cash-less car. May 10, 2022

Elon gave a presentation over the weekend about what he plans to do with Twitter (spoiler: It’s not as sexy as you thought). South Korea’s OHouse just raised $182M because if you can’t be with the home you love, honey, love the home you’re with. And Rivian shares plummeted while Lordstown runs outta money because cash is king again.

$Z $RIDE $RIVN $TWTR

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“🟩🟩🟨⬛🟩” - The Wordle dilemma. DoorDash’s original content. Tech’s overindulgence hangover. May 09, 2022

The New York Times just told us that buying Wordle brought in tens of millions of new users, but was Wordle worth it? The answer is _ _ _ _ _. DoorDash isn’t just delivering to you anymore — It just jumped into the kitchen to whip up your next fried chicken & waffles (with hot sauce and honey). And tech stocks just had their worst day in two years because after overindulging… comes the hangover.

$DASH $NYT $SPY $QQQ

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🍻 “No More Mr. Nice Bud” — Budweiser’s angry. 1800-Flowers’ repeat roses. Roe v Wade’s new work perk. May 06, 2022

Just in time for Mother’s Day, shares of 1800-Flowers.com are down because donuts are beating daisies. Budweiser revealed that the new drink of 2022 is the opposite of Budweiser. And with the Supreme Court leak on Roe v Wade, we’re noticing that companies are increasingly becoming America’s Everything-Of-Last-Resort — it’s no longer a political story, it’s a business one, too.

$BUD $FLWS

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💍 “Charm bracelet heroes” – Pandora’s Spiderman bling. Lyft’s unfocused focus. The Fed’s tough love. May 05, 2022

Pandora just had its best quarter of jewelry sales ever because The Hulk and Spidey are charm bracelet heroes. Lyft stock crashed 30% since they’re so focused on focus… they’re losing focus. And stocks just surged because the Fed’s interest rate hike is the tough love we (and Matt Damon) need.

$PANDY $LYFT $UBER $VOO

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🍕 “6 days of no pizza” — Domino’s disappearing biz. Bed Bath & Beyond’s college holiday. Lockheed’s Javelin missile. May 04, 2022

Domino’s worker shortage got so bad, they lost the equivalent amount of business as closing every location for 6 days. Bed Bath & Beyond is struggling so much they’re creating a new holiday: Decision Day. And a big reason Ukraine has defended Kiev so well is the $200K Javelin missile (Made in Alabama).

$DPZ $BBBY $LMT $RTX

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🍌 “Rich Monkey Condos” — Bored Ape Yacht Club’s real estate. Qantas’ 20-hr flight. Warren Buffett’s anti-trend-investing. May 03, 2022

Warren Buffett’s annual Coachella for Capitalism shows how he’s beating the rest of Wall Street: Live in the 21st century but invest in the 20th. The Bored Ape Yacht Club’s latest move is one of the biggest real estate deals in the US — $320M in virtual monkey land. And Qantas’ newest superplane is trying to win the leg space race.

$BTC $ETH $BRK.A $BA

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💁‍♀️ “Jay-Z is going blonde” — Snapchat’s flying selfie drone. Airbnb’s nomad office. Madison Reed’s hair color. May 02, 2022

Jay-Z just invested $33M into hair color startup Madison Reed because your Profile Pic is today’s Power Asset. Snapchat’s newest product isn’t in the app — it’s a flying selfie drone that thinks it’s Tinkerbell. And Airbnb is going Work From Anywhere (forever), but it’s not an HR move… it’s a marketing move.

$SNAP $ABNB

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🎤 “You only got one shot” — Apple’s new VIP. Teladoc’s Eminem moment. April’s Stock-pocalypse. Apr 29, 2022

Apple just put on an earnings performance so strong, it could’ve bought 2 Twitters with it. Teladoc’s stock plummeted 40% yesterday because it missed its Eminem moment. And this April has been the worst month for tech stocks in 14 years — we identified the 3 Buzzkills for the Stock-pocalypse.

$AAPL $TDOC $SPY

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🥑 “Guac size matters” — Chipotle’s dessert add-on. YouTube’s shade-throwing. Pollen’s Bieber-fest. Apr 28, 2022

Get this: 50% of Chipotle orders include guac (which is extra), so their next innovation isn’t another big protein, it’s little extras (#dessert). YouTube’s throwing shade at TikTok while it’s zucking TikTok. And Pollen just raised $150M to Bieber-fy your group festival trip.

$CMG $GOOG

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🤿 “Welcome to FaceStore” — Zuck’s Apple Store copy. Bitcoin’s 401k. Ford’s electric testoster-truck. Apr 27, 2022

Did Zuck just zuck the Apple Store? Facebook reports earnings this afternoon, but we’re focused on its first ever FaceStore. Ford’s 1st electric pickup truck rolls off to customers today and it’s channeling Clint Eastwood’s feelings. And Bitcoin just had its most mainstream moment of the year: Crypto can now run wild in your 401K.

$BTC $META $F

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🐣 “@cquired” — Twitter accepts Elon’s offer. Lululemon’s new club. AriZona’s 99-cent cans. Apr 26, 2022

The Twitter board changed their minds — they decided to accept Elon’s offer to buy Twitter. Lululemon just launched an athleisure club for $39/month because the more ya sweat, the more ya spend. And while the price of everything goes up, the price of AriZona Iced Tea cans are still 99 cents — We’re looking at how this is humanly possible.

$TSLA $GPS$TSLA $GPS

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Introducing… The Best One Yet 🦩 Tesla’s avocado tree. Steinway’s self-playing piano. The Gap’s Return-on-Influencer. Apr 25, 2022

We have taken the pod independent — and it’s a TBOY. The Snacks Daily podcast is now The Best One Yet (literally).

For our 1st story, Tesla just enjoyed its best 3 months ever because it’s an avocado tree that’s now bearing fruit. The Gap used to rely on its Old Navy brand, but now it depends on Yeezy. And 169-year-old piano icon Steinway just decided to IPO… with a new self-playing piano.

$TSLA $GPS$TSLA $GPS

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🍿 “Working on something special” — We’re back again Monday, April 25th Apr 21, 2022

See you then, right here (spoiler: It’s gonna be The Best One Yet).

ID: 2161663

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👩‍🎤 “Pre-Coachella Tindering” — Tinder’s dating fest. Netflix’s (b)ad quarter. Cannabis’ 4/20 Inc. Apr 20, 2022

After 2 years, Coachella is back, but the star act is Tinder’s festival mode. Netflix’s earnings reveal it’s thinking about… The A-word. And4/20 isn’t just an underground cannabis-munchies-marijuana-sidewink-holiday you whisper about. This year, 4/20 is corporatized.

$MTCH $CGC $NFLX

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