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 u...
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 Out...
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...
26 Feb 202018min
âYour score dropped, Nicolas đ. New credit score, Nicolas đâ 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 itâs got terrible content (itâs al...
25 Feb 202016min
âWe have to talk about âcult stocksââ â Plug Powerâs stock jump. Lyftâs ad-cquisition. Equinoxâs 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 itâs become a âcult stockâ. And Lyftâs latest acqui...
24 Feb 202018min
âWe didnât sell salads to sell saladsâ â Dominoâs pizza domination. Victoriaâs Secret ghosts. Morgan Stanleyâs E*Trade trade.
Dominoâs shares popped 26% because itâs got a uniquely DIY approach to delivery apps. Victoriaâs Secret split from its L Brands parent, but turns out itâs worth just $1.1B. And Morgan Stanley buys up ...
21 Feb 202016min
âGarmin finds you when iPhone canâtâ â Alphabet kills an âOther Bet.â Toast hits $4.9B. Garminâs GPS pop.
Weâve got a new era over at Google on word that its parent, Alphabet, has put its wind energy bet to sleep. Our âUnicorn of the Dayâ is Toast, which hit a $4.9B valuation as it tries to do everything ...
20 Feb 202018min
âWe found an Innovation Vampireâ â Walmartâs Jet black shutdown. Molson Coors spiked seltzer. Uber/Lyftâs ârideshareâ lie.
Walmartâs earnings report wasnât anything special, but we think itâs latest moves to buy up startups, suck out their innovation, and then spit out the remains is. A report on the impact of Uber and Ly...
19 Feb 202016min
