“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.
We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar because snacks spring eternal (meta). And if you noticed Walgreens stock fell, it’s because Amazon just whipped up an online pharmacy. $ABNB $AMZN 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.
18 Marras 202018min
“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.
Casper’s 14% stock drop reveals a self-inflicted weakness that’s been hidden for years. Southwest Airlines stock rose 2% because it’s pulling the opposite move of every other airline right now — expanding. And Asia’s huge trade deal covers 2.2B people & ⅓ of the Earth’s economic activity — but the USA is MIA. $CSPR $LUV $PRPL 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.
17 Marras 202017min
“Dip, dodge, dive, duck, Doordash” — DoorDash’s IPO. Disney’s stock defiance. Google’s unlimited strategy.
We ordered some noodles and jumped into DoorDash’s fresh IPO paperwork… but there’s one problem that they mentioned 649 times. DisneyLand shut down, no new movies, and stores closed? Didn’t stop Disney stock from jumping after its earnings. And we’ve finally ID’d Google’s strategy to get you hooked: “The 5-year Free Unlimited.” $DASH $GOOG $DIS 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.
16 Marras 202020min
“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.
Live Nation’s sales plummeted 95%, so it’s already got a plan for your summer 2021 concert game. Sonos’ latest product unveil has us thinking they should find their niche. And Ford’s newest electric van isn’t really a van… it’s a freaky software your boss loves. $LYV $SONO $F 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.
13 Marras 202018min
“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.
We’ve been thinking it for weeks, but now that Lyft’s reported earnings we’re just gonna say it: Lyft hasn’t done anything this year. Apple’s “One More Thing” event shows that it’s not only vertically integrating… it’s horizontally dominating. And Hopin is our “Unicorn of the Day” for snagging a fresh $125M to be the Zoom for events (but ultimately the Zoom for Zoom). $LYFT $AAPL $INTC 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.
12 Marras 202019min
“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.
Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most important yet, even if you’ll never listen to it. And Ulta Beauty’s quitting on malls to move into Target… which kinda turns Target into a mall. $SPOT $ULTA $PTON $TGT 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 Marras 202021min
“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.
Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock winners and some stock losers (sorry, Zoom). Just as Beyond Meat was about to announce earnings, McDonald’s revealed its very own plant-based competitor: McPlant. And Timberland-owner VF Brands is splurging $2.1B on Supreme to streetwear-ify its social media sales game. $MCD $VFC $PFE 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 Marras 202020min
“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.
Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The entire travel industry is suffering right now… and yet Marriott whipped up a profit? And we noticed that Amazon’s latest product is straight-up zucking Airbnb’s latest feature. $HSY $MAR $AMZN 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 Marras 202019min
