🍝 “We spat out our marinara” — Olive Garden’s record high. Pacaso’s (Millennial) 2nd home. Suez Canal’s big number.
Olive Garden’s owner is at a record high, but there’s more lasagna layers to the numbers. Pacaso just became the fastest ever US company to become a unicorn by making your 1st home your 2nd home (or a...
26 Mar 202116min
🌮 “i’m at taco bell, what do you want” — Taco Bell’s iPhone architecture. Fanatics’ $13B jersey. Intel’s Captain America mojo.
The newest store concept from Taco Bell is so innovative, they had to buy a tech startup and hire 1,000 bellhops. Intel’s splurging $20B to get its mojo back by being less Geek Squad, more Captain Ame...
25 Mar 202115min
🎮 “Ready Gamer One” — GameStop’s earnings. GoPuff’s $9B bodega. Hipster antitrust.
For the 1st time since January’s GameStop stock pop, we actually got GameStop’s earnings report. GoPuff hits a $9B valuation for bringing the bodega to you. And Lina Kahn is bringing the “hipster anti...
24 Mar 202117min
“Goldman’s burn book” — Railroad’s $27B velocity. Zoom’s ZaaS. Goldman’s kingmaker revolt.
Straight outta an 1872 headline, we got ourselves the most important day for railroads in years. Zoom’s answer to post-Covid? Un-brand itself — it could stick Zoom in your Tinder video dates instead. ...
23 Mar 202119min
“Football kills cable” — Five Below’s allowance $$$. NFL’s Amazon deal. Garmin’s Millennial GPS.
The winningest chain of the last year may be teen legend Five Below because it’s focused on allowance money, not stimulus money. The NFL’s latest TV deal features 1 small detail that will end the cabl...
22 Mar 202117min
“Dude, where's my wine suitcase” — Sony’s VR dance. Williams-Sonoma’s generations. Peloton’s influencer army
Williams-Sonoma’s stock popped 18% because it doesn’t care about your style, it cares about your age. Sony’s new Playstation whips up the most important Virtual Reality move of the year. And Peloton o...
19 Mar 202117min
“Mango is #1 in fruit” — Mission Produce’s fragmentation. Squarespace’s $10B website. Uber’s UK “workers”.
Avocado icon Mission Produce jumps into the mango game because “commodities only exist in the minds of the inept.” Squarespace hits a $10B valuation building websites, but the real story here is its “...
18 Mar 202117min
“Call me if the range anxiety doesn’t subside in 7-10 days” — VW’s delegation. GoPro’s un-wearables. Tax-apalooza 2021.
Stimulus bill? Check. Vaccines? Coming. Now comes the biggest tax hike in 30 years. Volkwagen has whipped several remedies for range anxiety. And GoPro’s stock has tripled in 6 months because the late...
17 Mar 202117min
