đą â3 cruise disasters. 3 months.â â Carnivalâs stock drama. Aerie underwear surge. GMâs big car battery.
Carnival Cruisesâ has a hat trick of profit-crushing drama â but we found the perfect analogy for the travel industryâs current coronavirus struggles. GM has whipped up a fresh electric car battery that goes 400 miles, but weâre looking at whether Americans even want electric cars to begin with. And underwear brand Aerie is carrying its parent company, American Eagle, on its back. #HYHYSD 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.
6 Mars 202016min
đ„« âFrankly this is a trend that many did not think was possibleâ â Campbell Soupâs shocking rebound. United Health pops 11%. H&Mâs supply biz.
Campbell Soup shares jumped 9% because even the CEO was shocked that soup is making a comeback. United Health didnât announce earnings or a new product â the stock popped 11% because of Super Tuesday (itâs all about policy risk). And you know H&M for whipping up fast fashion, but its latest business line wants rivals to love its supply chain. 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.
5 Mars 202016min
đŠ âThe Fedâs Batman move backfiredâ â Waymo snags $2.25B. Honeywellâs supercomputer. The Fedâs 0.5% interest rate cut.
Alphabetâs self-driving car division, Waymo, grabbed $2.25B in outside funding for the first time as it adds 5 new godparents. Honeywell doesnât just make charming thermostats â the historic company is now building (allegedly) the worldâs most powerful supercomputer. And the Federal Reserve acts like the economyâs Batman, but the latest/shocking interest rate move had the opposite effect that it intended. 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.
4 Mars 202017min
đ€Ź âTwitterâs getting Tyrion Lannister treatmentâ â Paneraâs coffee subscription. Bird e-scooter âPayâ. Jack Dorseyâs 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 itâs 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
đŻâChipotle 4B TikTok viewsâ â Stocksâ 13% drop. Thyssenkruppâs elevator sale. Chipotleâs viral strategy.
Context is king, so weâre looking at the marketâs decline last week â the worst since the financial crisis. Chipotle is powered by menu items lately, and we noticed they whipped up viral attention on TikTok â but weâre skeptical of the numbers. And Thyssenkrupp is the German elevator company that just sold its elevator biz â 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
đ»âHere come the Bud Light Seltzer commercialsâ â Beyond Meatâs first struggles. Squareâs Cash app stock. Bud drops 9%.
Beer-glomerate AB InBev dropped 9% as coronavirus stops China from socializing, but weâre focused on how Bud Light is losing market share in the US. After a week of plant-based meat partnerships and uncouplings, Beyond Meatâs 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
đâOutdoor Voices vs. Lululemonâ â OVâs CEO steps down. TJ Maxx beats Retail-pocalypse. Pony.ai hits $3B.
TJ Maxx shares popped 7% because its âaffordable splurgeâ strategy is working. Pony.ai is Chinaâs self-driving car startup that just hit a $3B valuation thanks to a big investment from Toyota. And Outdoor Voicesâ iconic CEO was forced to step down, so weâre looking at why the cloud-soft anti-Nike couldnât 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
âđąBaby Yodaâs baby daddy just retiredâ â Disneyâs CEO quits. Shake Shack is behind. Amazonâs 2nd software profit puppy.
Out of nowhere, Disneyâs legendary CEO Bob Iger is stepping down â and the new guy isnât necessarily the right guy. Shake Shackâs shares plummeted 14% because itâs 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
