“Free Netflix (but not for iPhone users)” — United ends change fees. Netflix’s free option. Lemonade’s non-profit-ness.
Cheers of joy spread throughout the land as United ended its change fees — aka 15% of overall US airline sales. Netflix is trying a new “give-our-content-away-for-free” strategy. And renter’s insuranc...
1 Sep 202018min
“Happy TeslApple Day” — Tesla & Apple split their stocks. The Gap’s 1 hope. Abbott’s $5-15 minute Covid test.
In the rarest of moments in the universe, Tesla and Apple both decided to split their stocks today. The Gap basically became a fashionable facemask company last quarter, but its future depends on Athl...
31 Aug 202017min
“Apple should buy Warby Parker” — Walmart & Microsoft might adopt TikTok. Warby Parker hits $3B. Amazon’s 1st fitness gadget.
Since every company you know is trying to buy TikTok, an odd couple is trying to make it happen together: Walmart and Microsoft. Amazon is tired of looking at its Apple Watch, so it whipped up its fir...
28 Aug 202019min
“Can someone wake up Casper?” — Urban Outfitters’ fashion smoothie. Casper’s fresh CFO. Salesforce is in the Dow.
We’re looking at Casper’s new CFO, who has 1 mission: Find profits under the mattress (even if that means changing Casper’s core identity). Urban Outfitters’ stock jumped 19% because it isn’t just fau...
27 Aug 202018min
“It’s wedding season for IPOs” — DoorDash’s stock surprise. Best Buy’s best life. Ball’s aluminum-ification.
Apparently DoorDash now wants to IPO this year because it’s wedding season to go public (we’re more interested in its hidden product). Best Buy was left for dead by Wall Street, but now it’s living it...
26 Aug 202018min
“Codename: CIA IPO” — Palantir’s ironic leak. Luminar’s laser stock. Uber/Lyft’s politics.
The secretive tech icon Palantir’s IPO paperwork just un-secretly leaked. Luminar is yet another electric car startup going public through SPAC — except this one shoots laser beams and is run by a 25-...
25 Aug 202021min
“Taco Bell’s TSA pre-check” — Taco Bell’s store of the future. John Deere’s waterfall chart. Drizly’s booze delivery.
Yum Brands’ Taco Bell is launching new “Go Mobile” stores that show how food is leading the convenience movement. John Deere loves your gardening moves lately, so we’re looking at its waterfall situat...
24 Aug 202017min
“The Marie Kondo IPO” — ThredUp is going public. Verizon’s bundle of perks. The US Dollar’s fall.
The consignment industry is having a moment, and ThredUP is getting dressed up for its IPO. Verizon knows you quit cable because you hate bundles, so it’s whipped up something it thinks you’ll love: B...
21 Aug 202017min
