🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.
We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the most popular free app in the world, but now it’s facing its 1st major privacy invest...
1 Huhti 202017min
🧟♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.
Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came via push notification. Cal-Maine is the largest egg p...
31 Maalis 202019min
🧘♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.
It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup “Fast” raised a ne...
30 Maalis 202016min
👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.
Fresh after the latest two-trillion-dollar stimulus package, we got news of the red wedding week for American workers — 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out ...
27 Maalis 202016min
🤸🏿♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.
Stocks popped (again) because the economic rescue bill finally passed the Senate, so we put the $2T spending total into a spreadsheet for you. Twitter and Facebook are enjoying bandwidth-breaking usag...
26 Maalis 202017min
🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.
Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation arm whipped up its 2nd startup — a direct-to-consumer cat brand called Cat Pe...
25 Maalis 202019min
🍻 “Corona's $900M wounded soldier” — A canceled Mexico brewery. NYT’s pod acquisition. The economy’s “Two Paths.”
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isn’t happening, so the stock dropped 12%. Despite all its reporting right now, the New York Ti...
24 Maalis 202018min
🏚️ “What’s the refund policy on Airbnb’s IPO promise?” — Movie theaters get cut out. Airbnb’s host/guest hate. 5 “Corona-conomy” trends are accelerating.
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which q...
23 Maalis 202018min
