🍩 “CBDonuts” — Krispy Kreme’s IPO. Cannabis’ Either/Or. Lyft’s Millennial inflation.
Krispy Kreme just had its best year ever, so it’s IPOin’g with “Hot Light Theaters” and “glaze waterfalls” (their beautiful words, not ours). Earth’s biggest cannabis company, Canopy Growth, fell 7%, ...
2 Kesä 202118min
🤩 “Too Hot To Selfie” — Poparazzi’s #1 summer app. Urban Outfitters’ discount death spiral. Biden’s blue collar $6T.
Poparazzi has risen to #1 in Apple’s App Store after just 1 week of existence — but is it a Snapchat or an HQ Trivia? Urban Outfitters may have suddenly saved itself from the Discounting Death Spiral…...
1 Kesä 202117min
💗 “Dislike of the Like” — Insta’s Like button. Gap’s Walmart sleepover. Royal Caribbean’s test cruise.
In our last pod before the 3-day weekend (back at it on Tuesday), Facebook is giving you the option to disable the like. The Gap is moving in with Walmart because retail is a story of extremes. And Ro...
28 Touko 202118min
👨🎤 “The BTS Boy Band Strategy” — McD’s adult happy meal. Exxon’s cinderella. MGM’s Primification.
McDonald’s just launched its BTS boy band collaboration with a digital strategy that’s never been tried in food before: Golden Repackaging. Exxon Mobil’s board just got served a Cinderella story from ...
27 Touko 202118min
🍒 “Sustainocoin” — Chia’s green Bitcoin. NYT + Athletic = Super App. Bowery’s $2.3B kale.
Some PFWTM say The New York Times is in talks to acquire The Athletic, but we think it’s pulling a George Costanza and whipping up a news super app. Bowery hit a $2.3B valuation in the biggest vertica...
26 Touko 202118min
🚀 “Does Fiji Water freeze in space?” — Virgin Galactic’s 28% surge. Modern Fertility’s stickiness. App Store vs. Fortnite.
Virgin Galactic shares jumped after the space company’s successful test flight. Modern Fertility was acquired by Ro because FemTech could foster a 2nd economic revolution. And the judge kinda showed h...
25 Touko 202118min
😎 “DTF: Down to Fail” — Snapchat’s 4th spectacles. IHOP’s flip. Super’s $50M plumber.
Snap just whipped up its 4th ever augmented reality glasses, but it isn’t a viable product (and that’s perfectly okay). IHOP whipped up a new version of itself so you actually spend less time at IHOP....
24 Touko 202116min
🐄 “Wow wow no cow” — Oatly’s $10B IPO. Ralph Lauren’s
Oat milk pioneer Oatly popped 19% on its 1st day of trading, but it said something we’ve never heard in an IPO. Ralph Lauren is 81, but his company is connecting with Zillennials on Snapchat. And JPMo...
21 Touko 202116min
