🤬 “Twitter’s getting Tyrion Lannister  treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.
The Best One Yet3 Maalis 2020

🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.

Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role at Twitter (because Jack is also the CEO of Square). Panera whips up a coffee subscription that fits our formula for subscription power (not subscripturation). And Bird scooters decides it also wants to be in payments, so it’s launching a way for you to buy food...via Bird.Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Walmart’s secret “store of the future” unveiled, Starbucks’  loyalty-powered record high, and 3M’s worst day since ‘87

Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87

Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to your daily routine. Walmart has been cooking up a “store of the future” out...

26 Huhti 201915min

Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”

Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”

Ford needs help with electric cars (and help if its electric trucks fail), so it dropped a $500M investment in electric pickup startup Rivian. Domino’s sales slowed because of aggressive DoorDash/Uber...

25 Huhti 201914min

Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama

Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama

Twitter jumped 16% after focusing on a new metric to make you impressed. Hasbro surged 14% after Play-Doh, Monopoly, and Transformers powered its first sales gain in 6 quarters. And Harley-Davidson st...

24 Huhti 201914min

Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US

Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US

Tesla’s “Autonomy Investor Day” featured Elon saying he’s “very confident” it’ll have 1 million robo-taxi Teslas by 2020. Online real estate platform Zillow fell 4% on word its “iBuying” feature may n...

23 Huhti 201916min

Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”

Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”

Out of last week’s 8 IPOs, we’re focusing on Zoom — The shockingly profitable tech company with a fascinating CEO. T-Mobile gets into banking with a 4% checking account (it comes with a couple asteris...

22 Huhti 201915min

Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)

Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)

Pepsi rose to an all-time high as advertising’s rescued its soda biz. Wish is reportedly raising $300M to reach an $11B valuation as 2018’s most-downloaded ecommerce app. And you haven’t ridden on Kan...

18 Huhti 201915min

Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand

Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand

Qualcomm shares surged after settling a major court battle with Apple that’ll give it plenty of iPhone $$$. Walmart’s launching a kids clothing subscription box that’s straight out of Stitch Fix’s pla...

17 Huhti 201914min

Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight  Wi-Fi surges 8%

Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%

House Starbucks or House Dunkin’? Panera kicked the fast-food Breakfast Wars up a notch with its focus on coffee. Waste Management’s $5B acquisition highlights the business future of trash. And Gogo i...

16 Huhti 201914min

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