âRZF = Resting Zoom Faceâ â Zoom launches hardware. Lemonade adds pet insurance. Goldmanâs quiet before the storm.
Welcome to Big Bank earnings season, which kicked off with big words from JP Morganâs Jamie Dimon and is ending with a Goldman Sachs stock surge. Lemonade just launched its 2nd product: Pet insurance....
16 Jul 202018min
âFordâs midwestern modesty... problemâ â New York Times pivots. Oatly hits $2B. Ford resurrects Bronco.
After 24 years, Ford just brought back the Bronco â but Midwestern modesty canât win in a Tesla hype world. The New York Times is replacing lost ad revenue with a new plan: Repackage its reporting int...
15 Jul 202017min
âPepsiCo should rename to SnacksCoâ â Netflixâs earnings preview. Pepsiâs immuni-foods focus. Techâs billions go to India.
Earnings season kicks off and itâs (shocker) supposed to be brutal â so weâre looking at the one potential bright spot: Netflix. Pepsiâs soda sales fell, snacks sales surged, and itâs already focusing...
14 Jul 202017min
âThe SoulCycle of egg freezingâ â Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Bidenâs $700B econ package.
$2.5B is a huge amount of money for a fund raise, but it kinda makes sense when that company is Rivian â aka the biggest threat to Tesla yet. Womenâs fertility startup Kindbody gets $32M to apply Soul...
13 Jul 202017min
âSkip medical school. Spend $1B insteadâ â Walgreens launches 700 doctorâs offices. Rocket Mortgageâs IPO. Krogerâs surprise meat strategy.
The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves âRocket Companiesâ. Walgreens is quitting medical school and pursuing a $1B investment in 700 doctorâs offices i...
10 Jul 202018min
âI canât believe itâs not Chunky Monkeyâ â Perfect Dayâs animal-free ice cream, Twitterâs subscription plan. Walmart finally zucks Amazon Prime
Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription⌠for something. Walmart whips up an anti-Amazon version of Prime called Walmart+, coming this...
9 Jul 202018min
âA nasty Dunkin styrofoam cupâ â Dunkinâs gas station makeover. Sunrunâs solar-powered merger. Under Armourâs $475M botched acquisition.
Dunkinâs boldest move yet is cutting out 450 gas station locations because it wants to upscale its brand (fancy coffee). Sunrun is merging the #1 and #2 solar companies because the industry needs a le...
8 Jul 202019min
âPuma-fy Harley-Davidsonâ â Warren Buffettâs $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.
Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren Buffett is making his first big corona-conomy bet by buying up Dominion Energy, a natural gas pipel...
7 Jul 202017min
