🍸 “The 4th alcohol” — Boston Beer’s cocktail-ification. Big Banks’ silver bullet. Your new doctor date.
Two major liquor legends are teaming up to pursue a new category of alcohol: The Canned Cocktail. All 6 big US banks just reported earnings and they’re loving the most entrepreneurial year in US histo...
16 Jul 202117min
💰 “You get $300/month per kid” — Cash for kids. Oatly’s shenanigans. LG’s special battery.
Oatly stock dropped after an activist investor accused the alt-milk icon of “shenanigans” and “mind control.” LG doesn’t just make your TV and flip phone… it may have the battery to save the world. An...
15 Jul 202119min
🥩“Don’t disrupt the grill” — Weber’s BBQ IPO. Netflix’s podcasts. Inflation’s big winner.
Grilling icon Weber just announced a flame-broiled IPO, but its greatest strength is its greatest weakness. Netflix just made its 1st big hire for Netflix Podcasts because we’re entering the “Post-Cou...
14 Jul 202117min
👖 “They don’t fit (at all)” — Levi’s wardrobe refresh. Black Widow’s playbook. Flipkart’s $38B secret war.
Turns out 35% of us saw our waist sizes change in one direction or another, so Levi’s is making some changes too. Black Widow isn’t just a superhero movie that just dropped… it’s the playbook for how ...
13 Jul 202119min
👽 “UFB: Unidentified Flying Billionaires” — Space Inc.’s huge week. Subway’s shutdown. Square’s physical bitcoin.
Branson is beating Bezos to orbit because this is the biggest week for space since Buzz Aldrin. You’ll notice your local Subway sandwich spot is shut down today for its biggest makeover ever. And Squa...
12 Jul 202119min
🍝 “A German Tony Soprano” — BMW got snitched. Glossier’s brow store. Marlboro’s cigarette theme park.
BMW and Volkswagen just fined $1B... because their German rival snitched on them. Glossier hit a $1.8B valuation because the future of makeup is Inspo. And Marlboro just sold its 18,000-square-foot ci...
9 Jul 202119min
🏡 “How to survive a Zucking” — Nextdoor’s $4B SPAC. Bloomingdale’s millennial mall. The Jedi’s $10B fail.
Neighborhood social network Nextdoor is going public via SPAC, but the real story here is how it survived a Zucking. Bloomingdale’s is whipping up a new version of itself called Bloomie’s — it’s way s...
8 Jul 202118min
🏒 “Watch this penalty shot for $0.99” — Torrid’s plus-size IPO. Didi’s 20% plummet. Buzzer’s sports savior.
The best-performing IPO of last week got no attention: Torrid noticed that 67% of US women are plus sized, but only 14% of US clothing sales are. Didi plummeted 20% after going public because we’re in...
7 Jul 202117min
