🏦 “Mergers & Athletes” — Goldman’s sports agency. Burberry’s british pivot. Sonder’s hotel drama. +RIP Penny

🏦 “Mergers & Athletes” — Goldman’s sports agency. Burberry’s british pivot. Sonder’s hotel drama. +RIP Penny

Goldman Sachs bought a VC and a sports talent agency… because they take a tiny % of huge $$$.

Burberry’s stock is up 50% on their British pivot…. They’re leaning into England’s bad weather.

Sonder abruptly shut down, leaving thousands without hotels… It’s WeWork 2.0.

And RIP to the American Penny… (so we wrote a coin obituary)


$ABNB $GS $BRBY


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Episoder(1583)

“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.

“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.

The consignment industry is having a moment, and ThredUP is getting dressed up for its IPO. Verizon knows you quit cable because you hate bundles, so it’s whipped up something it thinks you’ll love: Bundles...for cord-cutters. And the US dollar is the global economy’s Batman, but now that it’s losing value, we’re looking at what that means for you. $VZ $REAL Want a shoutout on the pod? We got the form for Snackers to fill out right here: https://forms.gle/KhUAo31xmkSdeynD9 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 Aug 202017min

“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.

“The tech 5 and the 495 others” — Impossible Foods’ $200M differentiator. GM’s divorce. Why S&P 500 hit record highs.

Apple is now worth $2T and the S&P 500 hit a record high, despite the economy getting crushed. We’ve got the 3 reasons to explain why/how. Impossible Foods has now raised $1.5B to scale its plant-based meats, but it also just found its differentiator from Beyond Meat. And General Motors is tired of being so general, so it could strategically split into a 2 companies. $AAPL $BYND $GM Want a shoutout on the pod? We got the form for Snackers to fill out right here: https://forms.gle/KhUAo31xmkSdeynD9 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 Aug 202018min

“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.

“iBlackjack at the iCasino” — Penn’s Barstool app. Home Depot’s pimped dividend. Chegg’s back-to-school bounce.

Penn National Gaming shares jump on hopes it can turn the Blockbuster of gambling into the Netflix of casinos. Home Depot’s biz loved that you pimped yo’ crib, so we’re looking at whether it can pimp its own dividend. And Chegg pioneered eTextbooks, but shares have doubled because it’s not your textbook tech platform. $PENN $CHGG $HD Want a shoutout on the pod? We got the form for Snackers to fill out right here:  https://forms.gle/KhUAo31xmkSdeynD9 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 Aug 202017min

“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.

“Sweet battery, where’d ya get it?” — Tesla’s 2nd profit puppy. Aviation Gin’s $610M sale. Thursday’s Uber/Lyft-pocalypse.

Tesla shares jumped on word Elon may have discovered a second profit puppy: just the batteries. Earth’s biggest liquor company, Diageo, treated itself to Ryan Reynold’s Aviation Gin because premiumization needs celebrity. And Uber and Lyft are about to (maybe) shut down service in California this week, because, gig. $TSLA $DEO $UBER $LYFT Want a shoutout on the pod? We got the form for Snackers to fill out right here: https://forms.gle/KhUAo31xmkSdeynD9 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 Aug 202016min

“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.

“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.

Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after launching a ghost kitchen. $EAT $AAPL $UPS $FDX  Want a shoutout on the pod? We got the form for Snackers to fill out right here: https://forms.gle/KhUAo31xmkSdeynD9 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.

17 Aug 202020min

“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.

“Last pod until August 17th” — Take Two’s video game record. Disney’s ecosystem un-magic. Feather’s $30M rental furniture.

Our final Snacks Daily pod before vacation — We return to the mics on Monday, August 17th (we’ll miss ya until then, Snackers). In the meantime, Disney’s earnings underline the pain COVID is inflicted on physical businesses. Take Two’s video games are benefiting from the elusive double sales wave. And Feather is trying to become the Rent The Runway of furniture. $TTWO $DIS 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.

5 Aug 202018min

“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.

“Windows TikTok 2.0” — Microsoft’s TikTok-quisition. Levi’s non-Amazon roadmap. Tyson’s new chicken-free CEO.

Over the weekend, TikTok learned it might be banned in the US. Actually maybe acquired by Microsoft (or maybe not). We break down the TikTok saga. Levi’s CEO revealed its wild new 5-month gameplan in a world where denim is out. And America’s biggest meat producer, Tyson, just made the boldest CEO hire we’ve ever seen: A Google tech guy. 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.

4 Aug 202017min

“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.

“70% of us have Cash-Phobia” — PayPal’s crown jewel. Molson Coors’ brew shocker. SiriusXM’s revival.

PayPal hit an all-time high after saying “cash is dead,” but Venmo’s getting all the attention. While the rest of the brew industry douses itself in hard seltzer, Molson Coors figured out how to make beer flourish in the moment. And SiriusXM is a lot like cable TV, but for audio. We hope it doesn’t accept its fate of decline, like cable has. 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.

3 Aug 202016min

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