
đ§ âThe Shaq SPACâ â WeWorkâs ReRise. ThredUPâs IPO outfit. Nikeâs China erasure.
A year and a half after its IPO died, WeWork is going public (with help from Shaq), but we think itâs a VC bailout. ThredUP jumps 43% at its IPO while tossing the wellness trend on fashion. And Nike f...
29 Mars 202116min

đ âWe spat out our marinaraâ â Olive Gardenâs record high. Pacasoâs (Millennial) 2nd home. Suez Canalâs big number.
Olive Gardenâs owner is at a record high, but thereâs more lasagna layers to the numbers. Pacaso just became the fastest ever US company to become a unicorn by making your 1st home your 2nd home (or a...
26 Mars 202116min

đź Â âiâm at taco bell, what do you wantâ â Taco Bellâs iPhone architecture. Fanaticsâ $13B jersey. Intelâs Captain America mojo.
The newest store concept from Taco Bell is so innovative, they had to buy a tech startup and hire 1,000 bellhops. Intelâs splurging $20B to get its mojo back by being less Geek Squad, more Captain Ame...
25 Mars 202115min

đź âReady Gamer Oneâ â GameStopâs earnings. GoPuffâs $9B bodega. Hipster antitrust.
For the 1st time since Januaryâs GameStop stock pop, we actually got GameStopâs earnings report. GoPuff hits a $9B valuation for bringing the bodega to you. And Lina Kahn is bringing the âhipster anti...
24 Mars 202117min

âGoldmanâs burn bookâ â Railroadâs $27B velocity. Zoomâs ZaaS. Goldmanâs kingmaker revolt.
Straight outta an 1872 headline, we got ourselves the most important day for railroads in years. Zoomâs answer to post-Covid? Un-brand itself â it could stick Zoom in your Tinder video dates instead. ...
23 Mars 202119min

âFootball kills cableâ â Five Belowâs allowance $$$. NFLâs Amazon deal. Garminâs Millennial GPS.
The winningest chain of the last year may be teen legend Five Below because itâs focused on allowance money, not stimulus money. The NFLâs latest TV deal features 1 small detail that will end the cabl...
22 Mars 202117min

âDude, where's my wine suitcaseâ â Sonyâs VR dance. Williams-Sonomaâs generations. Pelotonâs influencer army
Williams-Sonomaâs stock popped 18% because it doesnât care about your style, it cares about your age. Sonyâs new Playstation whips up the most important Virtual Reality move of the year. And Peloton o...
19 Mars 202117min

âMango is #1 in fruitâ â Mission Produceâs fragmentation. Squarespaceâs $10B website. Uberâs UK âworkersâ.
Avocado icon Mission Produce jumps into the mango game because âcommodities only exist in the minds of the inept.â Squarespace hits a $10B valuation building websites, but the real story here is its â...
18 Mars 202117min






















