“To milk dip or not to milk dip” — Oreos’ secret squad. Map app madness. Stocking stimulus.
We’re looking at the strategy behind Oreos’ double-stuffed Lady Gaga Halloween limited edition Oreo. Amazon whipped up a new map app that says more about its real profit puppy. And we’re looking at th...
18 Des 202019min
“Zuck Team 6” — Facebook’s copycat team. Earth’s biggest (new) cannabis. StockX’s $2.8B sneaker.
Cannabis legends Tilray and Aphria are combining into the world’s largest pot company, but the real story is what they’re brewing. “Unicorn of the Day” StockX hit a $2.8B valuation because the rules o...
17 Des 202018min
“Planet Fitness bleeds its own blood” — Kate Spade’s opposite day. Blade’s heli-SPAC. Planet Fitness’ trick.
Kate Spade and Coach shouldn’t be selling more handbags during a pandemic… yet they’re more profitable than ever. Planet Fitness whipped up an aggressive trick to not go bankrupt. We call it the “frui...
16 Des 202018min
“Instagram for your ears” — Zynga’s audio Words. FireEye’s hack-tastrophe. Apple’s creativity crusher.
After years of making mobile games for your phone, Zynga’s partnering up with Google Home for a completely new concept: Audio-only games. FireEye is supposed to protect the computers Fortune 500 compa...
15 Des 202016min
“The (New) Roaring 2020s” — Disney’s Shmovies. Restoration Hardware’s Gatsby earnings. Pfizer’s vaccine payday.
Happy Vaccine Day, Snackers… The first US vaccines shots could hit this afternoon, so we’re looking at Pfizer’s $19B payday. Restoration Hardware’s earnings report reads like a Gatsby novel because it...
14 Des 202017min
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks’ Investor Day presentation revealed a completely new vision for your new coffee...
11 Des 202019min
“The Un-zuckening” — Facebook’s InstaExit. McD’s toy drama. Quantumscape’s 40-year invention.
McDonald’s is facing its biggest fight of the year, and it’s because of… Happy Meals. Quantumscape’s stock jumped because it’s a patent puppy, not profit puppy. And Zuck’s being forced to sell Instagr...
10 Des 202018min
“Jack Daniel’s trilogies” — Brown-Forman’s blockbuster strategy. Stitch Fix’s 40% pop. Uber’s self-drive ditch.
Liquor legend Brown-Forman is borrowing a movie strategy for its top-shelf-ification of Jack Daniel’s. Stitch Fix stock surged 40% because it’s pulling a move straight outta Netflix. And Uber’s sellin...
9 Des 202017min
