
âA $30B check for racial justiceâ â JPMorganâs unprecedented pledge. Krogerâs ghost kitchen. Dollar Generalâs fancy idea.
Remember when Netflix put $100M into black-owned banks? JPMorgan is spending 300 times that toward racial justice in a move weâve never seen before. Kroger is disrupting itself with a ghost kitchen in...
9 Okt 202017min

âThe $30/month Breakfast McClubâ â McDonaldâs new breakfast. Leviâs thrift store. Crisprâs Nobel Prize bump.
Leviâs shares popped 5% after earnings, but we are most focused on its new online thrift store for secondhand Leviâs. McDonaldâs just added its 1st baked breakfast item in 8 years, so weâve got a bold...
8 Okt 202016min

âGucci or Pucci?â â TheRealRealâs luxe breakthrough. Sonoâs Apple breakup. Venmoâs Synchrony secret.
TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Mer-man, pop. Mermannnn). Sonos stock dropped on word Appleâs pulling the âitâs not you, itâs me.â And...
7 Okt 202016min

âTrumpâs anti-COVID cocktailâ â Regeneronâs 5-second fame. Teslaâs S-3-X-Y conflict. Cooler Screensâ $80M grab.
Regeneronâs stock jumped because saving a nationâs presidentâs life is straight-up earned media value. Tesla has officially cannibalized itself⊠and we think thatâs a good thing. And Cooler Screens sn...
6 Okt 202017min

âPure-play Avocado stockâ â Mission Produceâs toasted IPO. Etsyâs crafty surge. 2020âs most important Jobs Report.
The most important Jobs Report of the year is really Americaâs economic report card. Etsy shares have nearly tripled this year because itâs figured out something crafty that Amazon hasnât. And Mission...
5 Okt 202017min

âRum and Coke, hold the Cokeâ â Pepsiâs liquor thirst. Bed Bath & reBound. Himsâ public prescription.
Pepsi is thinking about entering the alcohol biz â but thatâs way more complicated than fermentation. Telemedicine innovator was the 2nd fastest company ever to become a unicorn, but now itâs SPACing ...
2 Okt 202016min

âJon Snow wears wolf, Gen Z wears Gooseâ â Canada Gooseâs restaurant bump. Disneyâs firing paradox. Asana/Palantirâs Direct Listing Day.
Canada Goose shares jumped 8% yesterday because if youâre gonna eat out this winter, youâre going to bundle up in Goose. Disneyâs firing 28K workers, yet its stock keeps rising. And Happy Direct Listi...
1 Okt 202016min

âHoooooow convenientâ â Blackstoneâs climate/profit pledge. Stitch Fixâs unraveling. Beyond Meatâs Walmartification.
Stitch Fixâs personal styling biz was already slowing - now Amazonâs doing the same thing. Beyond Meat shares surged 9% because this deal with Walmart is way more than just a deal with Walmart. And Bl...
30 Sep 202016min






















