Pelotonâs IPO, Fitbit launches a health subscription, and Amazon Ring partners with police
Pelotonâs IPO â we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants to be a religion. Fitbitâs taking on Apple by launching its own subscription serv...
29 Aug 201916min
Costcoâs absurd China debut, Smuckerâs peanut butter problems, and the cigarette re-merger
Costco just opened up its first physical store in China and the reaction was huge (the store had to close early). Smuckerâs dropped 8% on word its peanut butter is facing price cut problems (and other...
28 Aug 201914min
Hasbroâs $4B cartoon deal, Fried Chickenâs market-moving moment, and Dishâs 5G future
First Popeyeâs and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat burger. Hasbro is dropping $4B for British cartoon Peppa Pig (and itâs also getting ...
27 Aug 201916min
White Claw murdered beer, Knewz wants to replace Apple News, and the Trade Warâs bloodiest day
Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got personal). White Claw by the Mark Anthony group is the spiked seltzer whose sales have quadrupl...
26 Aug 201915min
Dickâs Sporting Goodsâ big gun test, Wheels Up is a country club for private jets, and Germanyâs negative interest rate opposite day
Dickâs pulled a classic tool out of its belt: A/B Testing. Our âUnicorn of the Dayâ is Wheels Up, which claims itâll be the Airbnb of private jets (and Tom Brady and Serena Williams are members). And ...
23 Aug 201916min
WeWorkâs IPO is really MeWork, JPM shuts down its cash app, and Waymo opens up its self-driving brain
We dove into WeWorkâs IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but itâs a major lesson on how to quit something smartly. And Waymo (owned by Google) is sharing it...
22 Aug 201913min
Appleâs Goldman Sachs card goes live for all, Targetâs âGramamble new food brand, and Teslaâs âJerry Maguireâ moment
Appleâs card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its biggest ever food brand, focused on organic food. And Teslaâs solar panel unit ann...
21 Aug 201915min
SmileDirectClubâs IPO, EstĂŠe Lauderâs airport makeup passion, and 181 CEOs renew their vows.
Makeup legend EstĂŠe Lauder jumped 13% after its earnings report, but we were most interested in its âtravel retail channelâ surprise. SmileDirectClub wants to IPO, so we jumped into its filing documen...
20 Aug 201916min
