đ»âHere come the Bud Light Seltzer commercialsâ â Beyond Meatâs first struggles. Squareâs Cash app stock. Bud drops 9%.
Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but weâre focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meatâs earnings sent the stock down 9%. And Square shares jumped 4% because its Cash App is powering profits. 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 Helmi 202020min
đâOutdoor Voices vs. Lululemonâ â OVâs CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
TJ Maxx shares popped 7% because its âaffordable splurgeâ strategy is working. Pony.ai is Chinaâs self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voicesâ iconic CEO was forced to step down, so weâre looking at why the cloud-soft anti-Nike couldnât beat Lululemon. 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.
27 Helmi 202018min
âđąBaby Yodaâs baby daddy just retiredâ â Disneyâs CEO quits. Shake Shack is behind. Amazonâs 2nd software profit puppy.
Out of nowhere, Disneyâs legendary CEO Bob Iger is stepping down â and the new guy isnât necessarily the right guy. Shake Shackâs shares plummeted 14% because itâs basically given up on innovation and is acting like a teenager. And Amazon will start licensing its human-less grocery store tech, starting with airport stores and sports stadiums. 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.
26 Helmi 202018min
âYour score dropped, Nicolas đ. New credit score, Nicolas đâ Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.
The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tubi, even though itâs got terrible content (itâs all part of Tubiâs plan). And Intuit just announced itâs officially dropping $7B to buy Credit Karma so it can data-double-dip you. 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 Helmi 202016min
âWe have to talk about âcult stocksââ â Plug Powerâs stock jump. Lyftâs ad-cquisition. Equinoxâs coworking/bikes.
Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because itâs become a âcult stockâ. And Lyftâs latest acquisition is in response to #profitpressure, so itâs sticking ads on top of its cars. 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 Helmi 202018min
âWe didnât sell salads to sell saladsâ â Dominoâs pizza domination. Victoriaâs Secret ghosts. Morgan Stanleyâs E*Trade trade.
Dominoâs shares popped 26% because itâs got a uniquely DIY approach to delivery apps. Victoriaâs Secret split from its L Brands parent, but turns out itâs worth just $1.1B. And Morgan Stanley buys up E*Trade in a deal thatâs really all about saving time in the race to Main Street for the big banks. 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.
21 Helmi 202016min
âGarmin finds you when iPhone canâtâ â Alphabet kills an âOther Bet.â Toast hits $4.9B. Garminâs GPS pop.
Weâve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet to sleep. Our âUnicorn of the Dayâ is Toast, which hit a $4.9B valuation as it tries to do everything at restaurants, but weâre focused on its SaaB (âsoftware as a bankâ â just made it up). And Garmin stock jumps 7% because itâs going places where your iPhone and Apple Watch canât. 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.
20 Helmi 202018min
âWe found an Innovation Vampireâ â Walmartâs Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyftâs ârideshareâ lie.
Walmartâs earnings report wasnât anything special, but we think itâs latest moves to buy up startups, suck out their innovation, and then spit out the remains is. A report on the impact of Uber and Lyft reveals that the rideshare apps really arenât about ridesharing at all. And Molson Coors isnât a beer company anymore as it whips up its first spiked seltzer (did we mention itâs testing a spiked coffee?). 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.
19 Helmi 202016min
