🚽 “Lattes & Lavatories” — Starbucks’ policy pivot. LA’s greedy landlords. Planet Fitness’s biggest risk.
The Best One Yet15 Jan 2025

🚽 “Lattes & Lavatories” — Starbucks’ policy pivot. LA’s greedy landlords. Planet Fitness’s biggest risk.

Starbucks’ is trying to save “the 3rd place”... by ending their open doors bathroom policy.

Greedy LA landlords are jacking up rents 100%... but there could be a housing market silver lining.

Planet Fitness stock hit an all-time high… but its greatest risk is “a run on the gym”.

Plus, Philadelphia Eagles WR AJ Brown read a book during a playoff game… now it’s #1 on Amazon.


$SBUX $PLNT


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Reese’s Peanut Butter Cups 🥜


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“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly


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Episoder(1624)

📅 “Year in Review 2025” — Maxxing, Robots, & Kale Collar Workers

📅 “Year in Review 2025” — Maxxing, Robots, & Kale Collar Workers

Yetis, the 3 biggest forces in business in 2025? Trump, AI, & Affordability. For more on that? Look at every other newsletter, podcast, and social media post of every day this year.But instead, we fou...

22 Des 202519min

🍌⚾ "Burn the Boring" — Savannah Bananas Co-Founders Jesse & Emily Cole

🍌⚾ "Burn the Boring" — Savannah Bananas Co-Founders Jesse & Emily Cole

Watch the interview on Youtube here: https://youtu.be/eyS-eokvP-UEveryone laughed when Jesse and Emily Cole said they were going to save baseball by turning it into a circus. The traditionalists said ...

19 Des 202555min

✈️ “Living Inheritance” — Multigenerational vacations. The Oscars’ YouTubification. Santa Claus’ $11T biz. +Connecticut’s Hallmark boom.

✈️ “Living Inheritance” — Multigenerational vacations. The Oscars’ YouTubification. Santa Claus’ $11T biz. +Connecticut’s Hallmark boom.

YouTube won the rights to the Oscars… because everyone’s fighting for the Living Room TV.New travel trend? “Cousins Vacations”... Grandparents, parents, & kids spending the inheritance.The business of...

18 Des 202522min

💳 “America’s Fave Gift” — Gift Cards’ surge. White House’s Tech Force. Zillow’s Name-Yo-Price. +Uber Eats Wrapped.

💳 “America’s Fave Gift” — Gift Cards’ surge. White House’s Tech Force. Zillow’s Name-Yo-Price. +Uber Eats Wrapped.

1.6% of the US economy is Gift Cards… And 1 outta 7 of you will get a Starbucks one.The White House launched Tech Force... $200K/yr sabbatical to make the DMV run like Airbnb.Zillow’s getting zucked b...

17 Des 202521min

🎷 “Bubl-ionaire” — Michael Bublé Christmas. iRobot’s RIP. J.Crew’s Ath-ski-surewear. +AI Barbie.

🎷 “Bubl-ionaire” — Michael Bublé Christmas. iRobot’s RIP. J.Crew’s Ath-ski-surewear. +AI Barbie.

Michael Bublé is the top grossing musician every December… Here's how he won Christmas music.iRobot filed for bankruptcy… and the Roomba maker’s life story is Forest Gumpian.Skims, Alo Yoga, & J Crew ...

16 Des 202521min

💚 “Grinchonomics” — The Grinch’s anti-brand. Zegna’s $1K sneaker. Carvana’s crazy stock. +Dreidel Rally

💚 “Grinchonomics” — The Grinch’s anti-brand. Zegna’s $1K sneaker. Carvana’s crazy stock. +Dreidel Rally

The Grinch is now the top-selling IP of the holidays… Because consumers prefer the anti-hero.Zegna’s $1,100 sneaker makes $160M/year… because the ultimate luxury is slooooooow.Carvana is officially th...

15 Des 202522min

🐭 “WaltGPT” — Disney’s OpenAI deal. SpaceX’s $1 Trillion IPO. Savannah Bananas Interview. +Waymo backseat baby

🐭 “WaltGPT” — Disney’s OpenAI deal. SpaceX’s $1 Trillion IPO. Savannah Bananas Interview. +Waymo backseat baby

Disney invested $1 Billion in OpenAI… And licensed its top 200 characters to Sora.Elon Musk confirmed SpaceX plans to IPO in 2026… but it’s all about the SpaceX logo on a t-shirt.The Savannah Bananas ...

12 Des 202522min

🥔 “Surge Potato Pricing” — Instacart’s personalized pricing. Utah’s for-profit football. Australia’s teen insta-ban. +In-N-Out’s 67.

🥔 “Surge Potato Pricing” — Instacart’s personalized pricing. Utah’s for-profit football. Australia’s teen insta-ban. +In-N-Out’s 67.

Instacart is testing different prices for different people... It’s Personalized Pricing.University of Utah athletics just sold to PE for $500M… Wall Street is now the Quarterback.Australia banned soci...

11 Des 202521min

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