“1 drink to rule them all” – Boston Beer’s pure-play seltzer. Theragun’s marketing kill. Walmart don’t care.
While nearly every other beer stock has fallen in the last year, Boston Beer shares nearly tripled… so we jumped in SnacksStyle. Theragun just added Kevin Durant, Karlie Kloss, and 100 other celeb inv...
22 Helmi 202115min
“Sephora doesn’t have 40 shades” — Facebook’s no news down under. Sephora’s Fenty Effect. Nestle’s cat cappuccinos.
The biggest food company on Earth, Nestle teaches the power of the Zillennial pivot. Sephora fell to #3 in US Beauty sales partly because it ignored Rihanna’s Fenty Effect. And Facebook just shut down...
19 Helmi 202115min
“Just rub some Cheetos on it” — SpaceX’s space wifi. Applebee’s influencer kitchen. Texas’ emergency stocks.
Elon Musk’s SpaceX is reportedly worth $74B, but it’s not about rockets… it’s about Starlink internet wifi. Applebee’s is launching a virtual brand that we think sets the future for Influencer Kitchen...
18 Helmi 202117min
“The greatest deal that never happened” — Pinterest’s rejection. Universal’s secret profit puppy. Goldman’s $1K club.
It’s the greatest deal of the year… that never happened: Apparently Microsoft tried (and failed) to acquire Pinterest (so we’ve got a plan for them). Goldman Sachs drops its minimum to become a client...
17 Helmi 202117min
“FantaZillowing” — Zillow’s dating app. Fluor’s nuclear (stock) option. Disney’s athleticism+.
Zillow owns so much of the homebuying relationship, we think you should compare it to Match Group. Fluor knows nuclear plants are ridiculously expensive, so it’s whipping up a mini version that could ...
16 Helmi 202116min
“Bumble pulls an Oprah” — Bumble’s IPO. Clubhouse’s Black community. Archer’s flying robo-taxi.
Women-first dating app Bumble pulled off the double-double IPO before Valentine’s Day (but don’t call it a dating app). Clubhouse gets Kanye on-board, but we’re looking at its earliest Black community...
12 Helmi 202118min
“UNO...the card game…the movie” — Mattel’s 25 schmoovies. Twitter’s DIY blitz. GM’s $2B mistake.
Barbie just enjoyed her best sales quarter in 6 years… Now Mattel is going full Disney with a whole new strategy. Twitter announced earnings, but we’re focused on the 5 acquisitions it’s made in 60 da...
11 Helmi 202116min
“r/Reddit$6Billion” — DoorDash’s robot salad. Hawk/Dove stimulus. Reddit valuation doubling.
Fresh after a 5-second Super Bowl ad, Reddit doubles its valuation to $6B. DoorDash just acquired a sushi and salad-making robot because it hates humans. And we’re about to get another stimulus, but i...
10 Helmi 202116min
