🥩 “The Plant-Based Myth” — Beyond Meat’s virtue issue. Hopper’s vacation game. The British Pound’s opposite day. Episode for Sep 27, 2022
Beyond Meat just sank to an all-time low after a new survey revealed a problem with plant-based meat: You think it’s lying. Investors are literally treating England like an Emerging Market — so the Br...
27 Sep 202219min
🏈 “7 years younger” — Amazon’s football stats. Polaroid’s musical pivot. Steelcase’s ultimate office stock.
Big Tech is gang-tackling the NFL: First Amazon won Thursday Night Football, now Apple owns the Super Bowl Halftime Show. Camera icon Polaroid just pivoted from cameras to speakers, but the real produ...
26 Sep 202219min
😻 “Jay-Z’s Laser Eyes” — Cash App’s Bitcoin issue. Walmart+’s reverse Santa. Lithium’s gold rush.
Walmart has whipped up a solution to the “Ugly Underbelly of Ecommerce”: it will come directly to your door to pick up your returns. Is Block, the owner of Cash App, so into Bitcoin that it’s blinded ...
23 Sep 202219min
😬 “The Snaggletooth Stock” — SmileDirectClub’s matrix. Spotify’s spiderweb book. The Fed’s game of chicken.
Millions of Americans’ pandemic secret was those invisible adult retainers — but SmileDirectClub stock has now fallen 95%. Spotify finally launched audiobooks because nothing feels sticker than Charlo...
22 Sep 202218min
💄 “$3 for life” — Elf’s sacred makeup. Peloton’s rowing revenge. Big Tech’s M&A R&D.
Peloton finally launched its new rowing machine… for $3,200… because “Health & Wellness” is now “Wealth & Wellness.” Elf Beauty will never change the price of its $3 lipstick because of Costco’s $1.50...
21 Sep 202218min
☄️ “Party in my Space Suite” — Hilton’s outer-space hotel. Uber’s hack job. The mall’s bicep hero.
The #1 way to save your sinking local shopping mall? The gym (Barry’s Bootcamp is the new Bloomingdale’s). The newest company to jump into the space race is… Hilton Hotels. And first Uber was hacked, ...
20 Sep 202218min
💍 “#BamaRush Made Me Buy It” — Kendra Scott’s jewelry. FedEx’s concert problem. Ford Mustang’s dealer deal.
Kendra Scott jewelry is now worth billions because she focused on college football — Alabama earrings, not New York necklaces. You can blame 1 company for the latest stock drop: FedEx. And Ford’s newe...
19 Sep 202219min
🐸 “Stop scanning my mangoes” — Self-Checkout’s leapfrogging. New York Times’ mealkit. Adobe’s $20B acqui-baby.
It’s not just you… The number of self-checkout machines have doubled in grocery stores, but they’re also facing “The Leapfrog Effect.” The New York Times’ newest product isn’t a newspaper, it’s a meal...
16 Sep 202219min
