🎃 “Halloween Inc.” — Spirit Halloween’s zombie retail. Microsoft’s house of brands. Costco’s Kirkland clothing.
The Best One Yet16 Loka 2023

🎃 “Halloween Inc.” — Spirit Halloween’s zombie retail. Microsoft’s house of brands. Costco’s Kirkland clothing.

Odds are you’re getting a costume from Spirit Halloween this week, at one of their 1,400 seasonal locations — But Spirit’s real estate operation follows a strict 3-part calculation.

Microsoft just completed its biggest acquisition ever: $69B for video games — Microsoft’s “house of brands” is 2nd in value only to Apple’s “branded house”.

And Costco makes more money selling clothing than Lululemon or Ralph Lauren do — And it’s all because Costco’s co-founder believes prices can be like a drug.


$COST $MSFT $TGT


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Dunkin’s grand slam game plan, Apple’s wearables, and WWE’s 16% stock drop

Dunkin’s grand slam game plan, Apple’s wearables, and WWE’s 16% stock drop

Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Apple’s earnings revealed that it’s becoming a wearables company, powered by AirPods and Apple Watches. And World Wrestling Entertainment stock plummeted 16% as its Middle East TV dreams get crushed. 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.

1 Marras 201916min

Twitter bans political ads, Mirror raises $34M, and Fiat Chrysler & Peugeut are mega-merging

Twitter bans political ads, Mirror raises $34M, and Fiat Chrysler & Peugeut are mega-merging

Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror snagged $34M in fresh funding from Lululemon, Karlie Kloss, and Steve Cohen’s hedge fund, so we’re looking at who could buy them. And Fiat Chrysler and Peugeut are planning to merge to create Earth’s 4th biggest car company, because merged car companies live longer. 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.

31 Loka 201916min

Free Prime grocery delivery, GrubHub’s stock falls 43%, and Lockheed Martin’s $34B fighter jet order

Free Prime grocery delivery, GrubHub’s stock falls 43%, and Lockheed Martin’s $34B fighter jet order

We just realized today’s Snacks has a delivery theme. GrubHub stock lost nearly half its value because the CEO thinks you’ve been “promiscuous” with your late-night food delivery. Amazon goes with the nuclear option by launching free grocery delivery for all prime members. And Lockheed Martin just got an expensive order for F-35 fighter jets from the Defense Department. 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.

30 Loka 201915min

Virgin Galactic’s space IPO, Beyond Meat’s 1st ever profit, and Tiffany’s $14.5B acqui-proposal

Virgin Galactic’s space IPO, Beyond Meat’s 1st ever profit, and Tiffany’s $14.5B acqui-proposal

Sir Richard Branson’s Virgin Galactic just became the first ever space tourism IPO, but investors don’t have anything to compare this to. Beyond Meat enjoyed its 1st ever profit, but the stock still dropped 10%. And Tiffany’s received a $14.5B acquisition proposal by French luxury leader LVMH because they’re a complementary couple. 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.

29 Loka 201916min

Budweiser’s US Bud-pocalypse, Airbus is 2019 airplane champ, and Waste Management stock cleans up

Budweiser’s US Bud-pocalypse, Airbus is 2019 airplane champ, and Waste Management stock cleans up

Shares of Bud-owner AB InBev plummeted 11% on word it’s losing beer market share (fast), so it’s betting big on (wait for it
) sparkling seltzer. Airbus is thriving off of Boeing’s 737 Max crisis. And Waste Management’s recycling passion isn’t charitable — it’s profitable.  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.

28 Loka 201917min

Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama

Amazon’s “Era of Less Profitability,” Twitter’s midlife ad crisis, and Barclays’ ATM drama

Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad crisis. And Barclays pulled the switcheroo on its ATM-in-post-offices plan, ultimately caving to pressure. 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.

25 Loka 201916min

Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags

Tesla’s 3 big surprises, Zuck’s crypto day with Congress, and Six Flags... is actually 6 different flags

Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money from July through September, but the stock fell 12% because of a flat summer performance. And Zuck testified to Congress about Facebook’s Libra cryptocurrency plans — and he promised to get their blessing first. 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.

24 Loka 201916min

WeWork’s bailout, McDonald’s got more money from fewer diners, and Nike & Under Armour’s CEOs are out

WeWork’s bailout, McDonald’s got more money from fewer diners, and Nike & Under Armour’s CEOs are out

Without its IPO, WeWork was about to run out of cash in weeks — now it’s signed a bailout deal that drops its valuation from $47B to about $8B. McDonald’s had fewer diners last quarter, but it squeezed more sales out of all of them. And both Nike and Under Armour’s CEOs announced they’re leaving yesterday and their replacements reveal the companies’ growth 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.

23 Loka 201917min

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