“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.
Levi’s shares popped 5% after earnings, but we are most focused on its new online thrift store for secondhand Levi’s. McDonald’s just added its 1st baked breakfast item in 8 years, so we’ve got a bold...
8 Okt 202016min
“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.
TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Mer-man, pop. Mermannnn). Sonos stock dropped on word Apple’s pulling the “it’s not you, it’s me.” And...
7 Okt 202016min
“Trump’s anti-COVID cocktail” — Regeneron’s 5-second fame. Tesla’s S-3-X-Y conflict. Cooler Screens’ $80M grab.
Regeneron’s stock jumped because saving a nation’s president’s life is straight-up earned media value. Tesla has officially cannibalized itself… and we think that’s a good thing. And Cooler Screens sn...
6 Okt 202017min
“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...
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 ...
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 Listi...
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 Bl...
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...
29 Sep 202015min
