Koala's Broken IPO, Lulu's Nike Hire, and Meta's $244B Year
Alex is back from iMedia (a touch fresher than Sunday morning suggested) and the lineup is loaded: Meta has officially overtaken Google in ad revenue, China has blocked the Manus AI deal that Meta was...
29 Huhti 19min
NewBird AI, OnePass, and the $9M Hair Brand You've Never Heard Of
In a week where Allbirds rebranded as an AI company and somehow the stock went up 582% in a single day, we're asking the most important question for any operator: who actually owns the brand when you ...
26 Huhti 18min
Monopoly Guilty, DTC Exit and Instagram's Late Arrival
Alex is out sick this week, so Mal’s flying solo — which means the takes are unfiltered and the tangents are entirely his fault. Five stories this episode spanning a landmark US antitrust verdict, a c...
16 Huhti 21min
The Allbirds Collapse, Sabo Goes to War, and the US Cost Squeeze
Mal's back from Japan — and the news this week is anything but zen. Allbirds just sold for $39 million after hitting a $4.1 billion valuation, Sabo Skirt has taken 16 retailers to court for design the...
12 Huhti 28min
Gap's Back, Cadbury's at It Again & Big Tech's Worst Week
Mal's recording from a stairwell in Osaka — because Japan doesn't open cafes before 10am and that's the quietest spot in the building. Easter crept up on everyone this year — except Cadbury, who had t...
31 Maalis 16min
Fuel Crisis, Rate Rises & Agentic Commerce
Mal is live from Singapore this week, joining Alex from the eTail Asia conference where AI dominated every session and the conversation is shifting — Asia's big marketplace-first model is starting to ...
24 Maalis 18min
Amazon's $750M Queensland Bet, Von Dutch's $100M Comeback & The Spam Fine Every Brand Should Read
Mal and Alex are back halfway through March with another Australian-heavy episode — covering everything from a $702K spam fine to a $750 million Amazon warehouse landing in Queensland. The week's stor...
17 Maalis 21min
Koala's IPO, The Iconic's Profit & The Dynamic Pricing Threat Facing Every Retail Brand
Mal and Alex are back for a jam-packed, very Australian episode — recorded a day late thanks to the uneven chaos of state-based public holidays. From Koala's impending ASX debut to the Iconic finally ...
11 Maalis 25min
