“Every kiss begins with Jared’s” — Signet Jewelers’ Benchmark Brand. Goldman’s humble-brag. Impossible’s big hire.
The world’s biggest diamond seller tells us everything we need to know about jewelry on Earth right now. Big Bank Goldman Sachs just made a major humble-brag. And Impossible Foods’ new hire is why we’...
20 Tammi 202119min
“She made the first IPO move” — Bumble’s IPO filing. Spotify’s car thing. Biden’s $1.9 Trillion energy shot.
Bumble’s New Year’s resolution was to go public, so we just jumped into its IPO paperwork. Spotify’s “Car Thing” is the secret gadget to know about. And we’re whipping up the most important numbers fr...
19 Tammi 202118min
“GameStop isn’t Blockbuster” — GameStop’s 100% week. Poshmark’s IPO outfit. Computer chips’ wild moment.
Poshmark pulled off the double-double IPO, but we don’t think it’s really an ecommerce company. GameStop’s stock (say 5 times fast) surged 100% in the last week, so we’re looking at why it’s no longer...
15 Tammi 202118min
“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.
General Motors just did its best impression of Tesla (and it was good enough to pop the stock to an all-time high). We noticed 3 lines in KB Homes’ earnings report that tell us everything about the re...
14 Tammi 202118min
“NFL + Nickelodeon + Slime'' — Zoom’s zWork. Viacom’s secret weapon. Walmart’s freaky fridge.
CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoom’s stock has lost almost half its value, so we’ve got an idea for them. And Walmart just wh...
13 Tammi 202118min
“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.
We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the socks). After a quick death, Quibi will be reincarnated… as Roku. And Cardtronics...
12 Tammi 202119min
“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.
BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it reminds us of the same growth strategy as Apple’s i...
11 Tammi 202117min
“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.
Bitcoin doesn’t usually give us a reason for doing what it’s doing, but we’re breaking down its surge to $40K (spoiler: FOMO). Victoria’s Secret needs to change its name to Bath & Body Works. And Robl...
8 Tammi 202118min
