“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...
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 Instagr...
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 sellin...
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 Spo...
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 ...
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...
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 ...
3 Joulu 202016min
“BlackBerry’s back, alright” — BB’s 30% stock u-turn. Sephora’s Inception retail. Zoom’s shrinkage.
Instead of hibernating, BlackBerry’s turned from smartphones to smart cars… and its stock just shot up 30% on an Amazon partnership. Sephora heard our story on Inception Retail, so it’s whipping up it...
2 Joulu 202015min
