ââMealkittingâ never became a verbâ â HelloFresh vs Blue Apron. Signet Jewelersâ 40% surge â Microsoft pulls a Sierra Club
Weâve got a new #1 in the US meal kit market â HelloFresh is beating Blue Apron (even though mealkitting may be in trouble). Zales/Kay/Jaredâs owner Signet Jewelers watched its stock pop 40% last week, but its âPath to Brillianceâ plan may not be working. And Microsoft is acting more like a non-profit, announcing itâs not just going carbon neutral⊠itâs going carbon negative (mic drop). 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 Tammi 202017min
âPeacock is the 761st streaming serviceâ â Gap wonât spinoff Old Navy. NBC reveals Peacock. China weaponizes the wallet
Shares of the Gap pop 5% on word itâs doing the opposite of what it planned to do â itâs no longer spinning off Old Navy, its best-performing brand. NBC reveals the details of Peacock, but itâs acting like the flaky friend of the Streaming Wars. And China holds German car companies hostage (the USA is no longer the only global economic police). 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.
17 Tammi 202016min
âBaby Yoda is Build-a-Bearâs Rudy momentâ â Build-A-Bear jumps 14%. Califia Farmsâ fund raise. Phase 1 trade deal
We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because itâs working on what Hasbro canât: A Baby Yoda doll. And Califia Farms is our (almost) âUnicorn of the Day,â snagging $225M in fresh funding to make plant-based milks bigger than plant-based meats. 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.
16 Tammi 202017min
âHalf of America has a Chase accountâ â JP Morganâs record profit. Visa acquires Plaid. BlackRock fights climate
Itâs big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B to acquire Plaid, the fintech app that sits on a treasure trove of financial info, like your Venmo account. And BlackRockâs CEO whips up a new mandate: $7T to fight climate change through good, clean, financial pressure. 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.
15 Tammi 202016min
âCasper is the Peloton of Slumber, not the Nike of Sleepâ â Casperâs IPO. 23andMeâs transition. Primo Waterâs acquisition.
We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone â treating diseases with your saliva. And Primo Water boasts that itâs a pure-play water company, but it just got swallowed up. 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.
14 Tammi 202018min
âSweetgreen is the most innovative company in foodâ â Hershey. Quibi. Sweetgreen
Quibi raises (another) $400M to create a new âeraâ (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And âthe OPEC of chocolateâ may raise prices on the critical ingredient for Hershey and Mondelez sweets. 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 Tammi 202018min
âVerizon's âpros before cosâ problemâ â Wine tariffs, Softbank layoffs, and Verizon
Verizon whips up a new pricing model for its cable TV, but itâs basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employees (weâre in a new decade of unicorns). And 100% wine tariff threats may mess with your Friday evening pinot plans. 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 Tammi 202018min
âThese delivery apps are like mafia familiesâ - Grubhub, Spotify, and Tough Mudder
Weâre testing out a new title format, Snackers. Grubhub shares jumped 13% on news itâs trying to sell itself. Spotifyâs launching a dynamic new advertising format that reminds us of Facebook. And the âyou might die from thisâ fitness event startup Tough Mudder is reportedly being pushed to file for bankruptcy. 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 Tammi 202018min
