🍂 “PSL won the fall” — Starbucks’ record quarter. Sam Bankman-Fried’s lesson. Clorox’s crippled quarter.
Starbucks’ surged 10% last week thanks to a Pumpkin Spice Latte-powered record quarter — But 20 years ago, the PSL’s creation almost didn’t happen.Sam Bankman-Fried is guilty of “one of the biggest fi...
6 Marras 202321min
📷 “Would you pay $17 for Instagram?” — Insta’s ad-free subscription. Estée Lauder’s airport surprise. Six Flags’ fun-cquisition.
Meta just launched ad-free Instagram in Europe — But we think Zuck doesn’t want it to work because price ($17/mo) is a signal.Estée Lauder’s beauty stock just plummeted to its lowest level in 6 years ...
3 Marras 202322min
🔌 “Premature Electrification” — The EV Speed Bump. Return of the iPod. Realtors’ $1.8B problem.
Electric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines.The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantl...
2 Marras 202321min
🚦 “Elmo got a makeover” — Sesame Street’s new pivot. Target’s theft excuse. JetBlue’s vacation mistake.
Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast)Target has said all ...
1 Marras 202321min
🌽 “Disgusting… and delicious” — Candy Corn’s monopoly. Chevy’s final tagline. The White House’s AI.
The most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff.Chevrolet just unveiled their 7th advertising slogan in 70 years — But this could be Ch...
31 Loka 202321min
🏡 “My landlord is a bot” – AI Landlord surge. Glossier’s Sephora pivot. Amazon’s drone army.
One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents.One year ago, Glossier made a big pivot: Going from direct-to-consumer to sel...
30 Loka 202321min
⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.
The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making.Barbie powered Mattel to great earnings and Ameri...
27 Loka 202319min
👑 “Why Microsoft will pass Apple” — A prediction for a new #1. DINKs’ financial win. TikTok’s Cardi B concert.
Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds.DINK (“Double-Income No Kids”) isn’t jus...
26 Loka 202321min
