âBaby Yoda is Build-a-Bearâs Rudy momentâ â Build-A-Bear jumps 14%. Califia Farmsâ fund raise. Phase 1 trade deal
We finally got to see what was actually in the Phase 1 trade deal that was just signed. We noticed Build-A-Bear shares popped 14% because itâs working on what Hasbro canât: A Baby Yoda doll. And Calif...
16 Jan 202017min
âHalf of America has a Chase accountâ â JP Morganâs record profit. Visa acquires Plaid. BlackRock fights climate
Itâs big bank earnings season, so we went financial on this one. JPMorgan Chase apparently covers half of America, which led to its record profit (more than the value of 2 Lyfts). Visa dropped $5.3B t...
15 Jan 202016min
âCasper is the Peloton of Slumber, not the Nike of Sleepâ â Casperâs IPO. 23andMeâs transition. Primo Waterâs acquisition.
We slept on the Casper IPO documents released over the weekend, then realized they spent $80M just dealing with mattress returns last year. 23andMe hits a new corporate milestone â treating diseases w...
14 Jan 202018min
âSweetgreen is the most innovative company in foodâ â Hershey. Quibi. Sweetgreen
Quibi raises (another) $400M to create a new âeraâ (their words) beyond video streaming. Sweetgreen gets a profile in the NYT, and we think it may be the most innovative company in food right now. And...
13 Jan 202018min
âVerizon's âpros before cosâ problemâ â Wine tariffs, Softbank layoffs, and Verizon
Verizon whips up a new pricing model for its cable TV, but itâs basically creating subscripturation in our lives. Softbank startups like Zume Pizza and Getaround are starting the year by firing employ...
10 Jan 202018min
âThese delivery apps are like mafia familiesâ - Grubhub, Spotify, and Tough Mudder
Weâre testing out a new title format, Snackers. Grubhub shares jumped 13% on news itâs trying to sell itself. Spotifyâs launching a dynamic new advertising format that reminds us of Facebook. And the ...
9 Jan 202018min
Tesla, the #1 most valuable US car company (ever) â Goldman transparentizes â Impossible creates plant-based pork (and drops McDâs)
Impossible Foods is adding plant-based sausage â but rival Beyond Meatâs stock jumped 10%. Goldman Sachsâ stock has barely budged in the last 3 years, so itâs redecorating itself to focus on 1 word: T...
8 Jan 202017min
SmileDirectClub goes to Walmart â Taco Bellâs owner devours hamburger chain â The taser creator could split in 2
SmileDirectClub abandoned its direct-to-consumer ways to launch in Walmart stores, but itâs missing one big thing: Its core product. Taser-inventor Axon acquired a rival last year, but now itâs been a...
7 Jan 202017min
