“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.
Yum Brands’ Taco Bell is launching new “Go Mobile” stores that show how food is leading the convenience movement. John Deere loves your gardening moves lately, so we’re looking at its waterfall situat...
24 Elo 202017min
“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.
The consignment industry is having a moment, and ThredUP is getting dressed up for its IPO. Verizon knows you quit cable because you hate bundles, so it’s whipped up something it thinks you’ll love: B...
21 Elo 202017min
“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.
Apple is now worth $2T and the S&P 500 hit a record high, despite the economy getting crushed. We’ve got the 3 reasons to explain why/how. Impossible Foods has now raised $1.5B to scale its plant-base...
20 Elo 202018min
“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.
Penn National Gaming shares jump on hopes it can turn the Blockbuster of gambling into the Netflix of casinos. Home Depot’s biz loved that you pimped yo’ crib, so we’re looking at whether it can pimp ...
19 Elo 202017min
“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.
Tesla shares jumped on word Elon may have discovered a second profit puppy: just the batteries. Earth’s biggest liquor company, Diageo, treated itself to Ryan Reynold’s Aviation Gin because premiumiza...
18 Elo 202016min
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brink...
17 Elo 202020min
“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.
Our final Snacks Daily pod before vacation — We return to the mics on Monday, August 17th (we’ll miss ya until then, Snackers). In the meantime, Disney’s earnings underline the pain COVID is inflicted...
5 Elo 202018min
“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.
Over the weekend, TikTok learned it might be banned in the US. Actually maybe acquired by Microsoft (or maybe not). We break down the TikTok saga. Levi’s CEO revealed its wild new 5-month gameplan in ...
4 Elo 202017min
