🍸 “Hot Martini Summer” — White Claw’s vodka pivot. The Fed’s 2 monsters. Amazon’s MIA moment.
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: Inf...
23 Maalis 202319min
🍍 “Squeeze that pineapple” — Dole’s fruit problem. Netflix’s on-ramp. Hoka’s Rudy stock.
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, bec...
22 Maalis 202320min
🇫🇷 “Emily not in Paris” — France’s retirement ruckus. Microsoft’s AI coworker. Rolls-Royce’s literal moonshot.
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 m...
21 Maalis 202320min
💍 “A Dearth of I Dos” — Zales’ fiancée shortage. Bank Bailout Glossary. Disney’s digital babysitter.
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:...
20 Maalis 202321min
🤠“iTed iLasso” — Apple’s marketing nirvana. Air Fryer vs Instapot. TikTok’s American ban.
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 I...
17 Maalis 202320min
👟🏀 “Air Money” — Michael Jordan’s sneaker record. SVB’s Smokey the Bear. Ryan Reynolds’ T-Mobile triumph.
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...
16 Maalis 202320min
🏦 “Mo Money Mo Problems” — Silicon Valley Bank’s Notorious BIG. Chick-Fil-A’s steaknife. Allbirds’ fashion quadrant.
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...
15 Maalis 202322min
BONUS #3 🪒 The God of Grooming: Jeff Raider, Harry’s, Co-Founder & CEO
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’...
10 Maalis 202345min
