“When aisle 6 produce goes public” — Albertsons’ grocery IPO. Ford’s profit puppy makeover. Big Banks houseparty.
The latest major IPO is America’s 3rd largest grocer, but we think Albertsons looks less like a grocery chain and more like a finance company. Ford is redesigning America’s most popular car, and the n...
29 Jun 202015min
“When you drink here, you’re family” – Olive Garden’s reopening. Google’s news savior. Slack’s crossborder email crusher.
Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Google’s new news app will completely change the business model for t...
26 Jun 202016min
“Beyond Meat is Regina George” — Starbucks’ Impossible deal. Delivery is like golf. COVID data is econ data… again.
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with rival Beyond Meat. Gatik’s delivery obsession wit...
25 Jun 202015min
“Sports-pocalypse 2K20” — EA Sports is in the game. Club Apple’s big day. TJ Maxx’s revenge shopping.
The Apple Worldwide Developer Conference is both a mouthful and Apple’s biggest day of the year, so we break down the stories that matter for you. Since there are no real live sports happening, EA Spo...
24 Jun 202017min
“Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.
Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International Space Station. Hey (real name) is trying to fix email forever, but first it’s taking on Apple and its...
23 Jun 202016min
“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
