“The (New) Roaring 2020s” — Disney’s Shmovies. Restoration Hardware’s Gatsby earnings. Pfizer’s vaccine payday.
Happy Vaccine Day, Snackers… The first US vaccines shots could hit this afternoon, so we’re looking at Pfizer’s $19B payday. Restoration Hardware’s earnings report reads like a Gatsby novel because its stores expect a new Roaring 20’s. And Disney shares hit an all-time high thanks to a new strategy we’re calling “Shmovies.” $RH $DIS $PFE $MRNA Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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 Joulu 202017min
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks’ Investor Day presentation revealed a completely new vision for your new coffee routine (spoiler: “Walk-Thrus”). And AT&T made a $66B mistake 5 years ago… so it’s fixing that this week. $DASH $SBUX $T Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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 Joulu 202019min
“The Un-zuckening” — Facebook’s InstaExit. McD’s toy drama. Quantumscape’s 40-year invention.
McDonald’s is facing its biggest fight of the year, and it’s because of… Happy Meals. Quantumscape’s stock jumped because it’s a patent puppy, not profit puppy. And Zuck’s being forced to sell Instagram and Whatsapp — we’re calling it the “ACDC” problem. $QS $MCD $FB Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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 Joulu 202018min
“Jack Daniel’s trilogies” — Brown-Forman’s blockbuster strategy. Stitch Fix’s 40% pop. Uber’s self-drive ditch.
Liquor legend Brown-Forman is borrowing a movie strategy for its top-shelf-ification of Jack Daniel’s. Stitch Fix stock surged 40% because it’s pulling a move straight outta Netflix. And Uber’s selling its self-driving biz… which completely changes our calendar of when self-driving actually arrives. $SFIX $BF $UBER Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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 Joulu 202017min
“Did you just double-dip that chip?” — Spotify’s little secret. David’s Bridal’s dress pivot. Cheesecake Factory’s fib.
Weddings are off, but David’s Bridal emerged from bankruptcy because weddings haven’t changed. We’ve got our 1st publicly-traded company charged with lying in the pandemic: Cheesecake Factory. And Spotify’s stock is up 20% in the last week… and Spotify’s app is up 20 spots in the App Store in the last week. $CAKE $SPOT Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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.
8 Joulu 202021min
“WOOF or MEOW?” — Petco’s IPO. Nestle’s 2050 food fantasy. November’s Jobs Report.
Hey Chewy, turns out Petco is going public and it’s got its own profit puppy. Nestle just whipped up a 2050 plan to make zero greenhouse emissions… without affecting a drop of their earnings. And the November Jobs Report reveals how moms are hurt the most. $WOOF $NSRGY $CHWY Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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.
7 Joulu 202017min
“They Macchiato’d a sugarplum” — Dunkin’s experiential thing. Microsoft’s eSports binge. Boeing’s stunt marketing.
Dunkin’ whipped up a color-changing drink and it’s the opposite of every other food chain’s strategy right now. Microsoft just acquired an ecosystem for eSports (still sad it couldn’t buy TikTok). And Boeing stock jumped 8% because stunt marketing works, whether you’re the Brooklyn Bridge or a tainted airplane. $BA $MSFT $AAL Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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 Joulu 202017min
“And the winner of the Slack-quisition is...” — Citibank’s unicorn hunt. Nasdaq goes woke. Slack’s $28B trophy.
Forget savings accounts — Citibank’s venture capital arm deserves your attention. Nasdaq whipped up a game changing new rule that requires your board have 1 woman and 1 underrepresented minority. And now that Salesforce’s acquisition of Slack is official, we dove into the numbers Snacks-style to figure out what comes next if you own Slack or Salesforce stock. $NDAQ $C $WORK $CRM Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 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.
3 Joulu 202016min
