SmileDirectClubâs great pre-IPO (but bad IPO), Under Armour goes anti-athleisure, and General Electric is selling itself to survive
SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a bad IPO when you look at the valuation. Under Armour is going anti-athleisure with its new strategy, but itâs actually copying Lululemon. And General Electric is selling $38B of itself to survive, which highlights its greatest disadvantage: Pensions. 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 Syys 201915min
California re-classifies Uber drivers, Wendyâs breakfast wars loss, and Monster Beverageâs Coke problem
Wendyâs is trying to jump into the fast food breakfast wars, but shares fell 10% because itâs too late â again. A Snacker asked us to jump into Monster Beverage, so we found out what itâs up to. And Californiaâs new gig worker law hits right at Lyft and Uber, so they hit right back. 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.
12 Syys 201915min
Appleâs iPhone 11 day, Fordâs âjunkâ credit rating, and Next Door is the anti-Facebook
Everyoneâs looking at the new iPhone 11 unveiled at Appleâs big product unveil (spoiler alert: new colors), but weâre focused on its strategic moves with Apple TV+. Fordâs bonds just hit junk status, so weâre looking at the decade that led to this. And Next Door is our âUnicorn of the Dayâ for its latest fundraise and focus on accountability. 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.
11 Syys 201916min
Uber Freightâs $200M annual allowance, Starbucksâ 1st pick-up only store, and AT&Tâs 23-page love/hate letter
Uber is already deeply unprofitable, but whipped up $200MÂ to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its 1st pick-up only store in New York this fall, but itâs the early sign of American companies copying Chinese ones. And AT&T was smacked with a 23-page letter by a new major hedge fund investor, and itâs calling for huge change. 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.
10 Syys 201916min
Glossierâs growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition
Glossier just snagged a new COO from Amazon, highlighting the companyâs growth hacking success. DocuSign surged 22% as the e-signature pioneerâs anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four notches. 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 Syys 201915min
Match drops 5% on Facebook Dating, WeWorkâs valuation may get halved, and Slackâs â10Mâ problem
Tinder-owner Match fell 5% on word Facebookâs new dating feature goes live, like, right now â even though Match already knew the competition was coming. Slack released its first earnings report since going public, revealing its next 10M users are harder than the 1st 10M. And WeWork may slice its valuation from $47B to about $25B before it IPOs because critics think its IPO paperwork is a âmasterpiece of obfuscation.â 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 Syys 201916min
Aerie bralettes save American Eagle, Juulâs flavored e-cigs banned in Michigan, and Googleâs $170M fine
While American Eagles sales suffer, its Aerie lingerie brand is thriving â and itâs a perfect example of spinoff brands. Michigan became the first state to ban flavored e-cigarettes, just as Juul came out with âthe strictest age verification system ever.â And Google was hit with a $170M fine that highlights the difference in targeted and non-targeted ads. 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.
5 Syys 201914min
Facebook tests ending the âlikeâ counter, Ulta Beautyâs 30% plummet, and Brexit + Argentina problems
A âreverse engineerâ took it upon herself to investigate Facebookâs code â and she discovered the company toying with a âhide your likesâ feature. Ulta Beauty dropped 30% last week, so we looked into why and found an insight in slide #9. And with deadlines quickly approaching, we break down the econo-political drama in Britain and Argentina. 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.
4 Syys 201916min
