
âDunkinâs not a land-lord â itâs a Brand-lordâ â Google/Appleâs superhero team-up. States acting like companies. Dunkinâs franchise bet.
In the world of fast food, Dunkinâ is 100% focused on a franchise business model â a strength and a weakness in specific economic moments. Rivals Google and Apple are shockingly working together on a new project to end COVID-19 by looking how close you are (literally) to the virus. And weâre seeing how states and cities could go bankrupt because their own business model is kind of like small businesses. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
14 Huhti 202018min

đ âQuibi vs Disney vs Everyoneâs Expectationsâ â Wingâs âXâ drone. Exxonâs oil price awkwardness. Quibiâs 1st numbers.
We just got fresh download numbers from Quibi and Disney+ â and it reveals how theyâre completely different species of streaming. Oil prices surged on a Saudi/Russia kumbaya moment, but it highlights how little control Exxon has over its profits. And Googleâs drone delivery startup, Wing, just saw usage double because itâs doing what it always was supposed to do. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13 Huhti 202019min

đââïž âAirbnb canât sit at Slackâs lunch tableâ â Awayâs humane layoffs. The alphabet-shaped economic recovery. Airbnb/Slackâs debt drama.
Away Luggage is sadly laying off staff because youâre not traveling right now (and donât need their suitcases), but the extent of benefits and way they announced it reveal a major change in HR strategy. Airbnb is raising $1B debt and Slack's raising $750M to get through the corona-conomy, but the 2 different paths reflect 2 different situations. The stock marketâs recovery could look like a âVâ...or a âUâ...or an âLâ â weâre breaking down all the options alphabetically. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9 Huhti 202018min

đ âOlive Gardenâs single Gnocchi problemâ â Learâs open-the-factory blueprint. Uberâs gig work jobs board. Olive Gardenâs survival plan.
Uberâs latest âWork Hubâ moves are making it the ultimate default job board for the gig economy. The Olive Garden revealed shockingly big sales declines (and 1 huge sales increase), but we think its future is in emulating clothing retail with omnichannel sales. Lear probably made the seat in whatever car youâre driving in â and itâs also whipped up a blueprint for every companyâs post-corona-conomy back-to-work plans. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
8 Huhti 202017min

đ âJamie Dimon = The last Targaryenâ â Buffettâs âsmart moneyâ stock sale. Constellationâs booze blueprint. JPMorganâs last dragon.
Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so weâre looking at the smart moneyâs moves. Constellation Brandsâ liquors are having a corona-conomy moment, but weâre more fascinated by the powerful slide #12 in its earnings deck. And weâre comparing JP Morgan CEO Jamie Dimonâs experience from the â08 financial crisis to the current one â because heâs the last big bank chief still around from the days of Lehman Brothers. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
7 Huhti 202017min

đčïž âVideo games are social media nowâ â WeWorkâs $3B is cancelled. Googleâs Big Data rebrand. Sonyâs PS4 seesaw situation.
WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business model is a public health risk. The surge in video game demand from companies like Sony in the corona-conomy actually marks an evolution in the term âsocial media.â And Googleâs latest Big Data project could help rebrand the whole Big Tech industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
6 Huhti 202017min

âšïž âThe greatest fraud in coffee historyâ â Luckin plummets 76%. YouTube will rip off TikTok. Altriaâs Juul collusion.
Chinaâs Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. YouTube pulls a Facebook-on-Snapchat and copies TikTok because it wants mobile video. And Marlboro-owner Altria is being told by the government it should reverse that whole Juul investment it made â because it was really a collusion deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
3 Huhti 202017min

đ€Š âCarnivalâs Panama Problemâ â HBOâs Hulu coup. McCormick spiceâs seesaw situation. And Carnivalâs bailout problem.
Attend our 1st ever LIVE âSnacks Breakâ virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break â Weâll be whipping up our 3 mega takeaways on the corona-conomy. On todayâs pod⊠Carnival Cruises was already facing a no-one-is-cruising-right-now moment â but now its Panama corporate citizenship is messing with its desperate bailout needs. HBO just made a critical hire for CEO of Warnermedia during the most important month for streaming of the year. And McCormick spices dipped 2% after its earnings because itâs facing what weâre calling the âseesaw situationâ in the corona-conomy Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2 Huhti 202020min





















