🤬 “Twitter’s getting Tyrion Lannister treatment” — Panera’s coffee subscription. Bird e-scooter “Pay”. Jack Dorsey’s hedge fund pressure.
Twitter shares jumped 8% on word an activist investor is trying to push CEO Jack Dorsey out of his role at Twitter (because Jack is also the CEO of Square). Panera whips up a coffee subscription that fits our formula for subscription power (not subscripturation). And Bird scooters decides it also wants to be in payments, so it’s launching a way for you to buy food...via Bird. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
3 Mars 202018min
🌯“Chipotle 4B TikTok views” — Stocks’ 13% drop. Thyssenkrupp’s elevator sale. Chipotle’s viral strategy.
Context is king, so we’re looking at the market’s decline last week — the worst since the financial crisis. Chipotle is powered by menu items lately, and we noticed they whipped up viral attention on TikTok — but we’re skeptical of the numbers. And Thyssenkrupp is the German elevator company that just sold its elevator biz — just like another elevator company did. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2 Mars 202017min
🍻“Here come the Bud Light Seltzer commercials” — Beyond Meat’s first struggles. Square’s Cash app stock. Bud drops 9%.
Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but we’re focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meat’s earnings sent the stock down 9%. And Square shares jumped 4% because its Cash App is powering profits. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
28 Feb 202020min
🏃“Outdoor Voices vs. Lululemon” — OV’s CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
TJ Maxx shares popped 7% because its “affordable splurge” strategy is working. Pony.ai is China’s self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voices’ iconic CEO was forced to step down, so we’re looking at why the cloud-soft anti-Nike couldn’t beat Lululemon. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27 Feb 202018min
“🎢Baby Yoda’s baby daddy just retired” — Disney’s CEO quits. Shake Shack is behind. Amazon’s 2nd software profit puppy.
Out of nowhere, Disney’s legendary CEO Bob Iger is stepping down — and the new guy isn’t necessarily the right guy. Shake Shack’s shares plummeted 14% because it’s basically given up on innovation and is acting like a teenager. And Amazon will start licensing its human-less grocery store tech, starting with airport stores and sports stadiums. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26 Feb 202018min
“Your score dropped, Nicolas 😓. New credit score, Nicolas 😃” Intuit buys Credit Karma. Tubi (almost) acquired. Dow drops 1,032 points.
The Dow plummets 1,032 points because coronavirus expanded beyond China (to South Korea and Italy). Fox wants to splurge $500M on streaming service Tubi, even though it’s got terrible content (it’s all part of Tubi’s plan). And Intuit just announced it’s officially dropping $7B to buy Credit Karma so it can data-double-dip you. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25 Feb 202016min
“We have to talk about ‘cult stocks’” — Plug Power’s stock jump. Lyft’s ad-cquisition. Equinox’s coworking/bikes.
Equinox snagged a fresh round of funding to push the luxe gym chain into coworking and at-home spinning bikes. Plug Power shares have popped because it’s become a “cult stock”. And Lyft’s latest acquisition is in response to #profitpressure, so it’s sticking ads on top of its cars. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24 Feb 202018min
“We didn’t sell salads to sell salads” — Domino’s pizza domination. Victoria’s Secret ghosts. Morgan Stanley’s E*Trade trade.
Domino’s shares popped 26% because it’s got a uniquely DIY approach to delivery apps. Victoria’s Secret split from its L Brands parent, but turns out it’s worth just $1.1B. And Morgan Stanley buys up E*Trade in a deal that’s really all about saving time in the race to Main Street for the big banks. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
21 Feb 202016min
