âOpposite Day at Dominoâsâ â PPP + $320B + shaming. DraftKings goes public. Dominoâs is better in Corona-conomy.
If you were impressed by Chipotleâs surge in online sales, youâll be blown away by Dominoâs. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded...
27 Apr 202018min
âA tale of 2 Remdesivir trialsâ â Raytheonâs nuclear-tipped missiles. Unilever is an economic mirror. Gileadâs 2nd COVID trial.
Ben & Jerryâs owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know youâre not showering). Raytheon snags a nuclear-tipped stealth cruise mi...
24 Apr 202018min
âChipotle is an internet-first burrito factoryâ â Netflixâs hoarding strategy. AT&Tâs triple-whammy. Chipotleâs eLeadership.
Netflixâs corona-conomy subscriber surge wasnât a surprise â what shocked us was how much (and whether it can last). AT&Tâs earnings report confirms our Snacks takeaway from a month ago: Itâs facing a...
23 Apr 202018min
âPlant-based sleepover at Starbucks Chinaâ â Beyond Meat and Oatly head to China. Local Newsâ 2 options to survive. DuPontâs diversification pivot.
Beyond Meat and Oatly oat milk wanted to hang out in China, so theyâre hitching a ride and hanging out at Starbucksâ house there. Local news is feeling more financial pressure than ever as local ads d...
22 Apr 202018min
âPasta vs. Oilâ â Uberâs unicorn contract. Oilâs historic 200% plummet. Mobile gaming 2.0.
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college â and it just plummeted 200% in one day to co...
21 Apr 202018min
âZuck cancels his Libra moon-landingâ â AMC theatersâ expiration date. Gileadâs corona-cure bet. Facebookâs cryptocurrency 180.
The most refreshingly ambitious project of the next decade shouldâve been Facebookâs Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after show...
20 Apr 202017min
âAmazon cancels Motherâs Dayâ â Blue Jeans âOne & Onlyâ product. BlackRock tiny fee = huge profits. Amazonâs killing its best sales tricks.
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon â but we hope it can stay focused on being a âone and onlyâ business. Amazonâs new strategy is all about reversing its old one...
17 Apr 202016min
âCongrats, you now own part of an airlineâ â Appleâs $399 iPhone shocker. Aaptiv is âthe Spotify of Sweat.â Our $25B airline bailout.
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means youâll own part of Delta, United, JetBlue, a...
16 Apr 202019min
