“Puma-fy Harley-Davidson” — Warren Buffett’s $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.
Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren Buffett is making his first big corona-conomy bet by buying up Dominion Energy, a natural gas pipel...
7 Heinä 202017min
“Tesla is a 14-year-old LeBron James” — Lemonade goes public. Tesla > Toyota. Walmart’s drive-in movies.
Techie insurance startup Lemonade IPO’d Thursday and its stock doubled. That’s actually an unfair problem with finance. Tesla became Earth’s most valuable car company — and then backed it up that mile...
6 Heinä 202017min
“It’s time for B-commerce (Booze commerce)” — Constellation buys Empathy Wine. Alibaba’s stores from the future. YouTube TV’s price jacking.
Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constellation just acquired Gary Vaynerchuk’s 1-year-old wine startup because it wants to go direct to consu...
2 Heinä 202018min
“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber is looking to rebound with Postmates instead. And N...
1 Heinä 202018min
“The 2nd Kardash-icorn” — Under Armour’s mega-deal. Facebook is too-big-to-cancel. Coty’s Kardashian investment.
Coty Cosmetics shares popped on word it’s snagging 20% of Kim Kardashian’s beauty brand. Facebook is facing its second ever #DeleteFacebook moment, except this time it’s coming from its most important...
30 Kesä 202017min
“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.
The latest major IPO is America’s 3rd largest grocer, but we think Albertsons looks less like a grocery chain and more like a finance company. Ford is redesigning America’s most popular car, and the n...
29 Kesä 202015min
“When you drink here, you’re family” – Olive Garden’s reopening. Google’s news savior. Slack’s crossborder email crusher.
Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Google’s new news app will completely change the business model for t...
26 Kesä 202016min
“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with rival Beyond Meat. Gatik’s delivery obsession wit...
25 Kesä 202015min
