🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.
The Best One Yet20 Nov 2024

🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.

Google’s Chrome Browser is used by 61% of us… but now Google may be forced to split it off.

Jersey Mike’s sandwich chain was just acquired for $8B… but it’s really an education company.

The #1 non-tech stock of 2024? Walmart… It’s winning on rich families with six-figure incomes.

Plus, can a banana duct-taped to a wall sell for $1.5M?... The art market decides today (so take our Spotify poll).


$WMT $GOOG $BX


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🎙️ Check out the latest episode of our new weekly deepdive show The Best Idea Yet: The untold origin story of “Levi’s 501s… The World’s 1st Jeans” 👖Wondery.fm/TheBestIdeaYetLinks


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Episoder(1565)

♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.

♨️ “The greatest fraud in coffee history” — Luckin plummets 76%. YouTube will rip off TikTok. Altria’s Juul collusion.

China’s Luckin Coffee lost $5B in value in 5 minutes on word the company made up its numbers last year. YouTube pulls a Facebook-on-Snapchat and copies TikTok because it wants mobile video. And Marlboro-owner Altria is being told by the government it should reverse that whole Juul investment it made — because it was really a collusion deal. 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 202017min

🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.

🤦 “Carnival’s Panama Problem” — HBO’s Hulu coup. McCormick spice’s seesaw situation. And Carnival’s bailout problem.

Attend our 1st ever LIVE “Snacks Break” virtual event @ 3pm EST on Friday 4/3 by registering at rbnhd.co/snacks-break — We’ll be whipping up our 3 mega takeaways on the corona-conomy. On today’s pod… Carnival Cruises was already facing a no-one-is-cruising-right-now moment — but now its Panama corporate citizenship is messing with its desperate bailout needs. HBO just made a critical hire for CEO of Warnermedia during the most important month for streaming of the year. And McCormick spices dipped 2% after its earnings because it’s facing what we’re calling the “seesaw situation” in the corona-conomy 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 202020min

🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.

🤯 “Amazon’s biggest stress test” — Via’s $200M carpool fundraise. A Zoom privacy problem. Amazon hits crunch moment.

We haven’t had an Amazon story during the entire corona-conomy — now it’s facing its crunch moment. Zoom became the most popular free app in the world, but now it’s facing its 1st major privacy investigation. And our “Unicorn of the Day” is ride-share under-puppy Via — it just raised $200M for AI-powered busses in the strangest timing for a ride-share investment yet. 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 202017min

🧟‍♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.

🧟‍♂️ “HQ Trivia’s Frankenstein/Queer Eye moment” — Eggs are the new TP. Johnson & Johnson’s Da Vinci Code COVID-19 announcement. HQ Trivia’s revival.

Fresh after shutting down in February, HQ Trivia has been resurrected during this crucial moment for stay-at-home apps — and the announcement came via push notification. Cal-Maine is the largest egg producer in the country and it’s having a moment right now (eggs are essentially essential). And Johnson & Johnson shares jumped 8% on word it may be leading the race-for-a-corona-cure. 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.

31 Mar 202019min

🧘‍♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.

🧘‍♂️ “Lululemon’s pandemic-proof mantra” — Nike is a close-talker. Fast beats Amazon/Apple/PayPal. Lululemon’s Power of 3.

It’s been one year since Lululemon set an intention known as its “Power of Three” — and sticking to its 5-year plan has become pure corporate leadership in the coronaconomy. Startup “Fast” 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 Nike’s earnings report reveals a valuable Wall Street strategy: Be a “close talker.” 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.

30 Mar 202016min

👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s neglected profit puppies. The economic pain begins.

👉 “3.3M Americans laid off in 1 week” — Lime'de-horned. Target’s 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 — 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 you’d 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Mar 202016min

🤸🏿‍♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s ad-pocalypse. Return of the eWorkouts.

🤸🏿‍♀️ “ClassPass’ work-from-home burpees” — $2T stimulus bill math.Twitter’s 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 they’re about to face the ad-pocalypse of 2020. And workout platform ClassPass is launching virtual workouts — 1 year after they first tried the same exact thing and failed. 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.

26 Mar 202017min

🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.

🍍 “Marijuana’s lockdown liftoff” — Pot stocks pop. The “Project Apollo” war effort/ Cat Person’s spinoff launch.

Businesses like Ford and 3M are entering phase they haven’t hit in decades: War Effort mode. The Harry’s Razors innovation arm whipped up its 2nd startup — a direct-to-consumer cat brand called Cat Person that’s 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

25 Mar 202019min

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