🍽️ “The Napkin Costume” — Chipotle’s Halloween collab. Surge in reservations for 1. US Steel’s epic history.
Reservations for 1 have jumped 29% in 2 years... because restaurants are microcosms of the economy.US Steel built the Empire State Building & Willis Tower… but its epic $14B deal got stock-blockedSpir...
6 Sep 202422min
🇧🇷 “Brazilian NFL” — Football’s foreign strategy. J.Crew’s $3B comeback. AI’s dragon startup.
The NFL season kicks off tonight but plays game #2 tomorrow in Brazil… because football needs a global tour.J. Crew is relaunching their iconic magazine… because the preppy brand is enjoying all-time-...
5 Sep 202422min
👋 “We quit your job” — Exit’s job-quitting concierge. Dick’s Sporting Goods’ kids app. 1-BR apt in NYC: $4,500/month.
Japanese startup Exit will quit your job for you… because every job has a “hidden severance”.Dick’s Sporting Goods stock is up 600% in 5 years… but its secret is a high school sports app.Rent for a 1-...
4 Sep 202425min
🧃 “The 1st Fruit Juice” — Capri Sun’s pouches. Intel’s design strategy. Boar’s Head’s Boeing Moment.
Capri Sun is adding bottles to compliment their legendary pouches… but this German company’s origin story is wild.Intel stock fell to its lowest level in 11 years, so it’s thinking of breaking itself ...
3 Sep 202423min
🤮 “Sickest Day of the Year” — Sick Days are surging. SharkNinja’s online reviews. Telegram’s CEO arrested.
Today is the biggest sick day of the year… as sick days overall are surging in America.SharkNinja’s stock has climbed 140% this year… here’s how it’s taken over your kitchen.Telegram’s founder just go...
30 Aug 202423min
👁️ “Nvidia’s watch party” — A.I.'s Biggest Day. Mister Softee’s soft-serve biz. Ozempic’s Direct-To-Tummy.
Nvidia just announced earnings that were so big, people hosted parties… but the results were a Rorschach Test for Wall Street.Mister Softee’s ice cream trucks have shrank in number by two thirds… beca...
29 Aug 202423min
👟 “Dad Shoe Destiny” — New Balance’s renaissance. Ulta’s Warren Buffett win. Sports Betting vs. Stock Investing.
New Balance just passed Under Armour in sales… because of its Dad Shoe pivot.Warren Buffett’s newest investment? $260M in Ulta Beauty… because Ulta changed how ya buy makeup.A wild new study breaks do...
28 Aug 202423min
🐶 “Who gets the dog?” — Pet Prenups are trending. The US Open’s economics. Ikea’s used marketplace.
The US Open is selling $12M worth of just one cocktail… because tennis found a new business model.Ikea just launched an official used furniture biz… to beat Facebook Marketplace.The newest trend in re...
27 Aug 202422min
