“Planet Fitness bleeds its own blood” — Kate Spade’s opposite day. Blade’s heli-SPAC. Planet Fitness’ trick.
Kate Spade and Coach shouldn’t be selling more handbags during a pandemic… yet they’re more profitable than ever. Planet Fitness whipped up an aggressive trick to not go bankrupt. We call it the “frui...
16 Dec 202018min
“Instagram for your ears” — Zynga’s audio Words. FireEye’s hack-tastrophe. Apple’s creativity crusher.
After years of making mobile games for your phone, Zynga’s partnering up with Google Home for a completely new concept: Audio-only games. FireEye is supposed to protect the computers Fortune 500 compa...
15 Dec 202016min
“The (New) Roaring 2020s” — Disney’s Shmovies. Restoration Hardware’s Gatsby earnings. Pfizer’s vaccine payday.
Happy Vaccine Day, Snackers… The first US vaccines shots could hit this afternoon, so we’re looking at Pfizer’s $19B payday. Restoration Hardware’s earnings report reads like a Gatsby novel because it...
14 Dec 202017min
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks’ Investor Day presentation revealed a completely new vision for your new coffee...
11 Dec 202019min
“The Un-zuckening” — Facebook’s InstaExit. McD’s toy drama. Quantumscape’s 40-year invention.
McDonald’s is facing its biggest fight of the year, and it’s because of… Happy Meals. Quantumscape’s stock jumped because it’s a patent puppy, not profit puppy. And Zuck’s being forced to sell Instagr...
10 Dec 202018min
“Jack Daniel’s trilogies” — Brown-Forman’s blockbuster strategy. Stitch Fix’s 40% pop. Uber’s self-drive ditch.
Liquor legend Brown-Forman is borrowing a movie strategy for its top-shelf-ification of Jack Daniel’s. Stitch Fix stock surged 40% because it’s pulling a move straight outta Netflix. And Uber’s sellin...
9 Dec 202017min
“Did you just double-dip that chip?” — Spotify’s little secret. David’s Bridal’s dress pivot. Cheesecake Factory’s fib.
Weddings are off, but David’s Bridal emerged from bankruptcy because weddings haven’t changed. We’ve got our 1st publicly-traded company charged with lying in the pandemic: Cheesecake Factory. And Spo...
8 Dec 202021min
“WOOF or MEOW?” — Petco’s IPO. Nestle’s 2050 food fantasy. November’s Jobs Report.
Hey Chewy, turns out Petco is going public and it’s got its own profit puppy. Nestle just whipped up a 2050 plan to make zero greenhouse emissions… without affecting a drop of their earnings. And the ...
7 Dec 202017min
