Adidas closing US âSpeedfactory,â Bumble & Walgreensâ private equity love, and Appleâs potentially iPhone-less AR future
Adidas tried to update its manufacturing with a fancy new âspeedfactory,â but now itâs relocating them out of the US and into Vietnam and China. Both Bumble and Walgreens have something in common: Theyâre suddenly into private equity. And Apple is planning for an iPhone-less future with iGlasses and iHelmets (we made up those names) after its 5-year plan was leaked. 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 Nov 201915min
Zillow is flipping houses, CEOs are getting fired, and Party City stock dropped 67% in 1 day
Party Cityâs stock dropped 67% after a brutal Halloween and helium crisis, so weâre looking at what issues it can actually control. Zillow has pivoted from just exposing real estate prices to also buying homes â thatâs a big and risky bet. And with Gapâs CEO getting fired last week, 2019 has become a record year for CEOs losing/leaving their jobs. 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 Nov 201915min
Airbnbâs 7M-home trust pledge, Cokeâs new (caffeinated) sparkling water, Toyotaâs âmudaâ hatred
Airbnbâs suffering a sudden trust crisis so itâs responding proactively(ish) with a bold move: Verifying all 7 million of its listings by next year. Coca-Colaâs trying to succeed in the flavored sparkling water market (again) with an aggressive anti-LaCroix move â caffeinated sparkling water for your mornings. And Toyota is the profitable surprise among Japanese car companies because it hates âmuda.â A lot. 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.
8 Nov 201917min
Uber Eatsâ âBrowser Billboardâ strategy, Krogerâs âOperation Restock,â and Xerox may acquire HP
An Uber Eats job posting revealed that itâs further monetizing the food delivery app by sticking ads into the search results for âpizzaâ. Grocery chain Kroger hasnât recovered from Amazonâs acquisition of Whole Foods, so its Operation Restock recovery plan may involve a clever pricing strategy with Microsoft. And Xerox may acquire HP, which is three times bigger than it. Weâre looking at how thatâs possible. 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.
7 Nov 201916min
Peloton gets no love for its Personal Record, Wag wants to sell itself, and Match expands international (hard) with respect
Match Group shares dropped because itâs not as ambitious about the upcoming holidays as investors wanted â so we looked at Hinge and its adorable new mascot. Pelotonâs numbers outperformed what analysts expected, but the stock still dropped because Wall Street can be irrational. And Wag is our âAlmost Unicorn of the Dayâ whose jumbo fundraise from a key WeWork investor hasnât helped. 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 Nov 201917min
Uber lost $543,478 per hour last quarter, Walmart launches alcohol pickup, and Under Armour plummets 18% on sneakers
Uber lost a shocking $1.2B last quarter, but now itâs hoping/planning to hit profitability in 2021 (same as Lyft). Under Armour is suffering from a sudden accounting investigation, but the real issue is with its core business, and its sneakers. And Walmart launched alcohol pickup (and some delivery) across 2,000 stores because it canât beat Amazon on price. 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 Nov 201918min
Google gets a Fitbit, AIGâs anti-catastrophe quarter, and Quip flips the razor/razorblade model
Remember when we mentioned Google could acquire Fitbit last Friday? It did. So weâre looking to understand why Googleâs paying almost double the normal stock price. Insurance giant AIG doesnât like catastrophes, and last quarter had fewer than expected. And electric toothbrush startup Quip just launched a floss that turns the razor/razorblade pricing model on its head. 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 Nov 201916min
Dunkinâs grand slam game plan, Appleâs wearables, and WWEâs 16% stock drop
Dunkinâ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Appleâs earnings revealed that itâs becoming a wearables company, powered by AirPods and Apple Watches. And World Wrestling Entertainment stock plummeted 16% as its Middle East TV dreams get crushed. 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.
1 Nov 201916min
