“Pure-play Avocado stock” — Mission Produce’s toasted IPO. Etsy’s crafty surge. 2020’s most important Jobs Report.
The most important Jobs Report of the year is really America’s economic report card. Etsy shares have nearly tripled this year because it’s figured out something crafty that Amazon hasn’t. And Mission Produce’s IPO reminds us more of oil than avocado. $AVO $ETSY Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
5 Okt 202017min
“Rum and Coke, hold the Coke” — Pepsi’s liquor thirst. Bed Bath & reBound. Hims’ public prescription.
Pepsi is thinking about entering the alcohol biz — but that’s way more complicated than fermentation. Telemedicine innovator was the 2nd fastest company ever to become a unicorn, but now it’s SPACing itself into a publicly traded stock. And Bed Bath & Beyond is now living the opposite life that you expected. $BBBY $PEP Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
2 Okt 202016min
“Jon Snow wears wolf, Gen Z wears Goose” — Canada Goose’s restaurant bump. Disney’s firing paradox. Asana/Palantir’s Direct Listing Day.
Canada Goose shares jumped 8% yesterday because if you’re gonna eat out this winter, you’re going to bundle up in Goose. Disney’s firing 28K workers, yet its stock keeps rising. And Happy Direct Listing Day – Asana and Palantir ditched the investment banks and sent their stocks trading solo. $GOOS $PLTR $ASAN $DIS Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
1 Okt 202016min
“Hoooooow convenient” — Blackstone’s climate/profit pledge. Stitch Fix’s unraveling. Beyond Meat’s Walmartification.
Stitch Fix’s personal styling biz was already slowing - now Amazon’s doing the same thing. Beyond Meat shares surged 9% because this deal with Walmart is way more than just a deal with Walmart. And Blackstone is America’s biggest landlord. Their climate pledge is also a profit pledge. $SFIX $BYND $BX Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
30 Sep 202016min
“Thou art fit and proper” — Uber’s London trip. Roku’s home theaterization. ShipBob’s anti-Amazon Alliance.
Uber stock jumped 3% on a ruling in London that we think begins Uber’s new era. Roku is thinking 6-months ahead about your entertainment needs, so it’s turning your streaming TV into a streaming movie theater. And our “almost Unicorn of the Day” is ShipBob, which snagged $68M. It’s playing its part in the anti-Amazon rebel alliance. $ROKU $UBER Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
29 Sep 202015min
“Amazon’s $250 aerial Rottweiler” — Amazon’s home security drone. Vail Resorts’ snow report. Square’s Cash App-titude.
Vail Resorts’ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Square’s stock jumped 12% last week because Cash App’s network effects aren’t getting enough love. And Bezos decided to go dystopian in Amazon’s big product day with a drone that flies through your home like an aerial Rottweiler. $MTN $SQ $AMZN Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
28 Sep 202015min
“Air Force 1 is 38 years old” — Nike’s sneaker moment. Spotify’s Hollywood repackage. ChargePoint’s electric shovel.
Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wants to repackage its podcast audio content into movies/TV. And ChargePoint plans to go public since electric cars need electric charging infrastructure. $NKE $SPOT Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
25 Sep 202017min
“Elon’s 3 year hype” — Tesla’s un-Tesla Battery Day. GoodRX’s IPO prescription. General Mills’ innovation renovation.
Elon announced… big goals at Tesla’s Battery Day. And Tesla’s stock dropped because we didn’t see the Elon we were expecting. GoodRX shares popped 53% on IPO day because it’s the expedia.com of prescription drugs. And General Mills’ is so desperate to keep you buying cheap cereal that it’s making up business terms and mixing yogurt with candy. $TSLA $GDRX $GIS Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutout on the pod? Fill out this form: 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.
24 Sep 202018min
