“Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator.
Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: It’s going after cable’s live sports (and Apple and Google may follow). Airport icon Clear knows you’re not traveling so...
22 Jun 202013min
“No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonald’s slimmed 100 items off its menu, and it’s loving how the slimmer menu strategy feels. And ...
19 Jun 202015min
“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.
Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials be...
18 Jun 202015min
“Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.
You thought Hertz was dead when it went bankrupt last month, but now it’s issuing $500M in new stock — we’re looking at how that’s possible. Apple wants to be both the referee and a player in its App ...
17 Jun 202017min
“The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm.
iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebe...
16 Jun 202018min
“Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “...
15 Jun 202016min
“Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop.
That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but it’s more focused on its ant...
12 Jun 202016min
“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.
Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now it’s ditching for a European lover. A...
11 Jun 202015min
