đ§ââď¸ âLululemonâs pandemic-proof mantraâ â Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemonâs Power of 3.
Itâs been one year since Lululemon set an intention known as its âPower of Threeâ â and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup âFastâ raised a new round of financing from Stripe to solve online shopping cart anxiety, but its real power is as a Big Tech outsider. And Nikeâs earnings report reveals a valuable Wall Street strategy: Be a âclose talker.âLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
30 Mar 202016min
đ â3.3M Americans laid off in 1 weekâ â Lime'de-horned. Targetâs 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 â 3.3M filed for unemployment last week. E-scooter legend Lime already pulled out of 99% of the cities it scoots around in, but a new fundraise could drop its valuation by 80%. And youâd think Target is living its best life right now, but a surprise report reveals that its profit puppies are getting no love.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
27 Mar 202016min
đ¤¸đżââď¸ âClassPassâ work-from-home burpeesâ â $2T stimulus bill math.Twitterâs 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 usage, but theyâre about to face the ad-pocalypse of 2020. And workout platform ClassPass is launching virtual workouts â 1 year after they first tried the same exact thing and failed.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
26 Mar 202017min
đ âMarijuanaâs lockdown liftoffâ â Pot stocks pop. The âProject Apolloâ war effort/ Cat Personâs spinoff launch.
Businesses like Ford and 3M are entering phase they havenât hit in decades: War Effort mode. The Harryâs Razors innovation arm whipped up its 2nd startup â a direct-to-consumer cat brand called Cat Person thatâs changing direct-to-consumer. And marijuana companies faced an oversupply problem pre-coronavirus, but quarantines may be their cure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
25 Mar 202019min
đť âCorona's $900M wounded soldierâ â A canceled Mexico brewery. NYTâs pod acquisition. The economyâs âTwo Paths.â
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isnât happening, so the stock dropped 12%. Despite all its reporting right now, the New York Times took a break to acquire Audm â doubling its content in 1 move. And the US response to coronavirus is now facing a Robert Frost style âTwo Pathsâ moment: Officials may start weighing the economy vs. human lives.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
24 Mar 202018min
đď¸ âWhatâs the refund policy on Airbnbâs IPO promise?â â Movie theaters get cut out. Airbnbâs host/guest hate. 5 âCorona-conomyâ 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 questions the whole must-be-in-theaters-first-for-90-days thing. And Airbnb promised investors and employees it would IPO this year, but now itâs got to make a careful calculation as its bookings plummet: Side with guests or hosts?Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
23 Mar 202018min
đ âNetflix just got asked to chillâ â Netflixâs ad-free moment. Fordâs anti-treat-yo-self strategy. Uber surges 38%.
Even though ride-hailing has plummeted in the corona-conomy, Uberâs CEO announced the company has $10B of cash, food delivery, and some side hustle ideas. Media consumption is surging while you work from home, and Netflixâs business model may put it above its media rivals. Fordâs touching its $13B loan as part of an anti-treat-yo-self plan, but thatâs more of a problem for its bank.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
20 Mar 202016min
â¨ď¸ âApple failed at somethingâ â Walmartâs record. Starbucks treats itself. Appleâs subtle product unveil.
While it looks like nearly every stock has fallen, Walmart shares just hit a record high â we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new products that basically admits 1 big failure. And Starbucks has a couple billion dollars in extra cash, so it decided to treat itself⌠to more stock⌠of itself.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
19 Mar 202020min
