🛒 “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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đŸŽ™ïž 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(1558)

EBay sells off StubHub for $4B — Uber gets cancelled  from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade

EBay sells off StubHub for $4B — Uber gets cancelled from London — Charles Schwab’s Lannister-style acquisition of TD Ameritrade

Ebay snagged StubHub for itself in 2007 for $300M, but it just sold the ticket company for a cool $4B. Uber has officially been rejected from London because policy risk is a real thing. And Charles Schwab treated itself to an early gift by buying up rival TD Ameritrade for $26B — and the strategy was straight out of Game of Thrones. 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 Nov 201918min

Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey

Amazon knocks off Allbirds — Target’s shipping nirvana — PayPal buys $4B of Honey

Allbirds’ CEO noticed that Amazon’s been knocking off its go-to shoes — Amazon calls them “equivalents,” we call them “knock-offs”. Target is enjoying shipping nirvana and shares are up 91% this year because it’s pulled off same-day shipping magic. And PayPal splurged $4B for deal-snagging pioneer Honey, but Wall Street ironically thinks it overpaid. 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 Nov 201917min

*Live* at Spotify - Part I: How we build this (every day)

*Live* at Spotify - Part I: How we build this (every day)

Spotify invited us to their NYC offices to record a live podcast — it’s a podcast about podcasts for our podcast listening Snackers. We introduce to the Snackers how we got into podcasting, how we built this podcast (every day), and the 5 ingredients for a podcast that people will actually listen to.  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.

22 Nov 201920min

Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters

Victoria’s Secret needs a new CEO, Chobani launches Oat (milk), and TJ Maxx vs. Urban Outfitters

Victoria’s Secret still has its 83 year old CEO despite (another) rough quarter — So we whipped up a gameplan for them to get less out of touch with millennials. Greek yogurt legend Chobani just introduced its first non-dairy option: Oat milk. We’re wondering if plant-based milk is a trend or a fad. And TJ Maxx and Urban Outfitters both reported earnings, but discount prices is helping one and hurting the other. 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.

21 Nov 201917min

Warby Parker launches its 2nd product, Microsoft vs.  Slack (Microsoft is winning), and Home Depot’s DIY website problems

Warby Parker launches its 2nd product, Microsoft vs. Slack (Microsoft is winning), and Home Depot’s DIY website problems

Warby Parker is the OG disrupter, cutting out the middle man of retail — now it’s launching its 2nd everproduct line: “Scout” contacts. Microsoft was threatened by Slack, so it launched a rival/knockoff messaging service called Teams — we just learned it’s got 20M users. And Home Depot usually just rides a strong housing market to strong profits, but it botched one part of the business that relies on Home Depot alone. 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.

20 Nov 201914min

Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza

Kylie Jenner’s makeup exit, Ford’s Mustang e-SUV, and FedEx’s tax-cut-apalooza

Coty cosmetics realized it was probably easier to just acquire 51% of Kylie Jenner’s beauty brand than compete (so it did). Ford unveiled its Mustang-looking electric SUV that’s not just a compliance car. And The New York Times broke down what FedEx did with its tax cut money
 which highlights what companies actually do with their tax cut money. 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.

19 Nov 201916min

Warren Buffett bets on Restoration Hardware, Pinterest  is too nice, and Peloton follows Tesla’s playbook

Warren Buffett bets on Restoration Hardware, Pinterest is too nice, and Peloton follows Tesla’s playbook

Fancy home goods chain Restoration Hardware jumped 8% after an investment by Warren Buffett’s Berkshire Hathaway
 and it’s totally not Warren’s style investment. Pinterest is such a nice social media company that it’s not throwing enough advertising at users. And Peloton will reportedly launch 2 new products in 2020 as it uses Tesla’s playbook. 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.

18 Nov 201915min

Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all

Canada’s shocking cannabis oversupply, Tesla’s 1st-mover e-advantage, and 1Password’s one password rules them all

Canopy Growth is the most valuable cannabis company, but the price of cannabis it sold last quarter dropped by 27% because Canada’s got an oversupply problem. Daimler and Ford just announced big investments in electric cars, while Tesla’s won awards. And our “Maybe-Unicorn of the Day” 1Password knows you don’t want to remember 243 usernames and passwords — it’s service makes you remember just 1.  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.

15 Nov 201915min

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