âCOVID-19 â an Act of Godâ â Amazon trades profits for PR. Victoriaâs Secretâs asterisk. Cloroxâs surprising surprise.
Amazon shares dropped 8% after CEO Jeff Bezos told the world heâs just not into profits right now. Victoriaâs Secret was supposed to be acquired by a private equity firm this week, and itâs all coming down to one dramatic line in legalese. And Cloroxâs earnings report didnât shock us â but its implications on a fad versus a trend did. 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 Touko 202018min
âElon goes full Kanyeâ â Teslaâs surprise profit/outburst. Microsoftâs Zoom killer. Figmaâs $2B app blueprints.
Teslaâs profit surprise got overshadowed by Elonâs anti-everything rant, so weâre comparing him to Zuck. Microsoftâs sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because softwareâs not eating the world, apps are. 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 Touko 202018min
âEveryday is the weekend for Spotifyâ â Boeingâs $7B cash burn. Streaming Trolls (our sequel). Spotifyâs earnings insights.
We listened in on Spotifyâs earnings â shares jumped 12% even though youâre not commuting and now love audio meditation. Boeingâs earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Picturesâ âTrolls 2â would change movie math, the movie theaters just responded with the most aggressive open letter weâve ever seen. 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 Huhti 202018min
âThe anti-Amazon rebel allianceâ â Shopifyâs new shopping app. High Times, the weed chain. Trolls change movie math.
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasnât just adorable â its direct-to-streaming pivot may change movie industry math forever. 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 Huhti 202016min
âHey Instacart, change your whole biz modelâ â Nestleâs pet passion. VW goes back to work. Instacartâs 1st profit decision.
All your grocery delivery powered Instacartâs 450% growth, so weâve come up with a plan for their first profit. Volkswagen decided to reopen the worldâs biggest car factory, but itâs got a chicken/egg problem. And Nestleâs earnings reveal more about pets than they do about humans â an accelerated trend. 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 Huhti 202018min
âOpposite Day at Dominoâsâ â PPP + $320B + shaming. DraftKings goes public. Dominoâs is better in Corona-conomy.
If you were impressed by Chipotleâs surge in online sales, youâll be blown away by Dominoâs. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, âwhat the heck, letâs go publicâ â even though there are literally no live sports to bet on right now (except Russian table tennis). 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 Huhti 202018min
âA tale of 2 Remdesivir trialsâ â Raytheonâs nuclear-tipped missiles. Unilever is an economic mirror. Gileadâs 2nd COVID trial.
Ben & Jerryâs owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know youâre not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is facing in a corona-conomy. And Gileadâs COVID-19 treatment just had disappointing results from a leaked report â markets react accordingly. 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 Huhti 202018min
âChipotle is an internet-first burrito factoryâ â Netflixâs hoarding strategy. AT&Tâs triple-whammy. Chipotleâs eLeadership.
Netflixâs corona-conomy subscriber surge wasnât a surprise â what shocked us was how much (and whether it can last). AT&Tâs earnings report confirms our Snacks takeaway from a month ago: Itâs facing a triple-whammy of accelerating trends. And while the restaurant industry is hit hard, Chipotleâs CEO made moves that popped the stock 12% Wednesday. 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 Huhti 202018min
