𧻠âToilet Paper hates your hoardingâ â Who wants to buy Lyft? $1 Trillion stimulus bill. TPâs front-loaded demand drama.
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so weâre wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now may not help its future sales. And the latest update in the governmentâs COVID-19 response is a nearly $1 Trillion stimulus package that completes a policy trifecta. 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.
18 Mars 202019min
đŠ âGoogle would like your health data now, pleaseâ â Lulu, Nike, and Under Armourâs leadership. The Fedâs last bazooka. Googleâs COVID-19 moment.
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday â but itâs already used up its major tools. To help people figure out testing for COVID-19, Googleâs deployed âProject Baselineâ, which is like Healthcare.gov but for disease screening. And private businesses are making âflattening the curveâ possible with pro-social distancing policies. 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.
17 Mars 202017min
#ïžâŁ âSlack â the not WFH stockâ â Ro goes full pharma. Market bulls & bears. Slackâs surprisingly weak WFH business.
Despite your work-from-home lifestyle right now, office IMâing service Slack announced a quarter that didnât live up to expectations, because work software habits take time. Direct-to-patient half-icorn Ro has a new strategy: Launch pharmacies so it can vertically integrate your healthcare experience. And with the sudden end of the bull market, weâre looking at the history and reality of market cycles in the USA. 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.
16 Mars 202017min
âïž âMidnight Blue Thursday (worst day since â87)â â The stimulus keg. LabCorpâs Baby Yoda moment. Direct-to-Consumer drama.
The worst day for markets since 1987âs Black Monday. Weâre looking at why the stimulus keg from the government didnât save stocks. Virus-testing company Lab Corp is now facing the moment itâs been waiting for (but itâs stock is still down). And Direct-to-Consumer startups and stocks have been having a different kind of moment, so weâre looking at Casper/Brandless/Harryâs/Outdoor Voiceâs CAC problem (âcustomer acquisition costâ). 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.
13 Mars 202018min
đïžââïž âAppleâs secret personal trainer killerâ â Pepsi acquires Rockstar. Government bailout chatter. Appleâs anti-Peloton app.
Another wild market drop has us officially in a âbear marketâ, and thereâs chatter about a bailouts, so weâre looking at the last bailout and when/why they actually should happen. Pepsi splurged to buy Rockstar Beverages because youâre not a beverage these days unless youâre a âfunctionalâ beverage. And word leaked about Appleâs âProject Seymourâ â a workout-guiding app that Peloton has a problem with (because itâs a problem for Peloton). 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.
12 Mars 202017min
𧔠âThe Stitch hit peak Fixâ â Dickâs bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.
Dickâs Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CEOâs values. Stitch Fix shares dropped 25% because the latest data shows its early adopters are losing enthusiasm. And the âUnicorn of the Dayâ is Grove Collaborative â itâs already focused on sustainability products, but its latest move promises a sustainable package future. 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.
11 Mars 202017min
âïž âFlick the olâ Circuit Breakerâ â Why the market (literally) stopped for 15 minutes. NBCâs Snapchat breakup. Oilâs worst day since â91.
First we learned that Russia and Saudi Arabia are in a fight about oil markets â itâs caused the biggest drop in stock prices since 1991. Investors werenât thrilled (coronavirus drama + oil market drama = not good), so they sent stock prices down a shocking 7% within minutes of Mondayâs trading. But it didnât stop NBC from breaking up financially with Snapchat 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.
10 Mars 202016min
đ€ â$1.75B (and Quibi hasnât even launched yet)â â Spindriftâs $70M seltzer water. Burlington Coat Factoryâs anti-ecommerce. Quibiâs starting lineup.
Burlington Coat Factory is going against the trend in retail: itâs ending its ecommerce to focus on physical stores. Mobile video streaming pre-icon Quibi has now raised $1.75B â and you canât even use it yet. And LaCroix-fighting Spindrift just snagged another $29.8M â itâs differentiator is real fruit. 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.
9 Mars 202018min
