🐔 “Man’s new best friend” — Tractor Supply’s real estate insight. Whirlpool’s espresso machines. AI = Corporate Ozempic.
The Best One Yet29 Apr 2024

🐔 “Man’s new best friend” — Tractor Supply’s real estate insight. Whirlpool’s espresso machines. AI = Corporate Ozempic.

We won the Webby Award for “Best Business Podcast”! And we can’t thank you enough. 🎊

Tractor Supply, the publicly-traded farm store, sells live chickens and is enjoying a record high stock price — And it’s winning because Millennials are migrating from the city to the country (still).

Google and Microsoft are $2 trillion and $3 trillion companies because they’re winning in Artificial Intelligence — For every other company, AI is corporate Ozempic.

And Whirlpool is pivoting from washing machines to coffee and espresso machines — Because all the major macro trends are turning you into a Bougie Barista.


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And subscribe to the best newsletter yet: tboypod.com/newsletter


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Episoder(1554)

Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%

Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%

Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine biz for $1.7B to pivot to beer. And Tesla dropped 9% on e-car sales worries (FYI, Elon Musk was busy in court over his tweets). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

5 Apr 201913min

McDonald’s 2nd investment in a week, Uber’s and NYC’s traffic tax, and Ikea’s new furniture rental service

McDonald’s 2nd investment in a week, Uber’s and NYC’s traffic tax, and Ikea’s new furniture rental service

McDonald’s stock hit a record high after its 2nd investment in a week to make its food more tech. Uber’s IPO is coming up, but it’s been busy making NYC’s new congestion tax happen. And Ikea pulls a Rent-The-Runway and announces a furniture subscription service. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

4 Apr 201913min

FemTech grabs $42M for breast pumps, Whole Foods finally cuts prices big, and Walgreens drops 12%

FemTech grabs $42M for breast pumps, Whole Foods finally cuts prices big, and Walgreens drops 12%

Elvie raises $42M to scale its “iPod of breast pumps” in a big week for FemTech. Whole Foods (finally) cuts prices today, but it shows how Amazon’s grocery strategy is a mess. And Walgreen’s is officially the worst stock in the Dow yesterday and for all of 2019 after another rough quarter. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3 Apr 201914min

Burger King launches plant-based Impossible Whoppers, Kellogg’s sells its cookies for $1.3B, and Google’s Gmail turns 15

Burger King launches plant-based Impossible Whoppers, Kellogg’s sells its cookies for $1.3B, and Google’s Gmail turns 15

Nutella’s owner just bought Keebler and a whole bunch of cookies from Kellogg, even though Pringles sales are jumping. Gmail is Google’s secret weapon against Amazon. And Burger King partnered with Impossible Foods to make plant-based burgers mainstream. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2 Apr 201913min

2019’s IPO profit problem, Restoration Hardware plummets 22%, and Brexit’s “big” day

2019’s IPO profit problem, Restoration Hardware plummets 22%, and Brexit’s “big” day

Lyft popped 8% on IPO day, and it reflects a bigger theme with 2019’s tech IPOs: Profits don’t matter (yet). March 29th was circled for years on calendars — We’ll look at what happens now that it didn’t happen. And Restoration Hardware drops hard even though it’s betting on a unique new-old strategy. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1 Apr 201915min

Lyft IPOs, Facebook’s ad model gets sued, and the Mets’ Moviepass situation

Lyft IPOs, Facebook’s ad model gets sued, and the Mets’ Moviepass situation

Lyft’s IPO is today, so we tell you how it got here. Facebook’s facing another lawsuit, this time about its core business model. And the Mets are Movie-passing themselves this baseball season. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

29 Mar 201914min

Casper becomes a unicorn, Lululemon surges 11% on Man-leisurewear, and Southwest’s big Boeing problem

Casper becomes a unicorn, Lululemon surges 11% on Man-leisurewear, and Southwest’s big Boeing problem

Lululemon’s sales stretched as the CEO sets gender parity goal. Casper Mattress’ slide deck gets revealed, just as it hits a $1.1B valuation. And Boeing’s proposed a new fix to its faulty 737 Max planes, but Southwest is feeling the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

28 Mar 201912min

Bed Bath & Beyond’s “intervention,” Cronos cannabis’s humble-brag, and the new meme-messing internet law in Europe

Bed Bath & Beyond’s “intervention,” Cronos cannabis’s humble-brag, and the new meme-messing internet law in Europe

Bed Bath & Beyond surged 22% for its best day in a decade, but because investors are having an intervention with management. Cronos’ quarterly sales surged 248%, but there was so much more to the Canadian cannabis company’s earnings report. And the EU just passed the biggest internet regulation yet that may make you have to come up with your own original humor. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Mar 201913min

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