
âNo more McLasagnaâ â McDonaldâs menu reduction. Spotifyâs latest acquisitions. Carnivalâs 1 lifesaver.
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonaldâs slimmed 100 items off its menu, and itâs loving how the slimmer menu strategy feels. And ...
19 Juni 202015min

âDieting, but not cutting out milkshakesâ â Uber-as-a-Service. Beyond Meatâs Cookout strategy. The (other) Dowâs filthy environmentalism.
Beyond Meatâs early adopters didnât care about price, but everyone else does. So itâs launched an âaffordableâ bulk pack to get beyond them. Dow Inc. (not âThe Dowâ) is okay making filthy materials be...
18 Juni 202015min

âRent-a-Zombieâ â Hertz back from the dead. Appleâs App Store bias. BPâs oil DCF.
You thought Hertz was dead when it went bankrupt last month, but now itâs issuing $500M in new stock â weâre looking at how thatâs possible. Apple wants to be both the referee and a player in its App ...
17 Juni 202017min

âThe only Will Smith stockâ â iRobotâs Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnbâs anti-racism algorithm.
iRobot is the only robot company thatâs WFH right now, but weâve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebe...
16 Juni 202018min

âThrow cash in the $14B Instacartâ â Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
Because youâre doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you canât invest in them yet). Adobe wants to make sure Gen Z uses â...
15 Juni 202016min

âWhy stocks plummeted 7%â â Chewyâs over-eagerness. Zoomâs China drama. The Dowâs 7% drop.
That recovery rally hit a hard Wall Street wall, so weâre looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but itâs more focused on its ant...
12 Juni 202016min

âSelling cannabis shovelsâ â Scotts Miracle-Groâs green rush. Grubhub gets acquired. Wave virtual concerts.
Scotts Miracle-Gro is enjoying the pimp yoâ lawn life, but weâre more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now itâs ditching for a European lover. A...
11 Juni 202015min

âGen T = Generation Tiktokâ â Restoration Hardware doubles-down. IBMâs anti-facial tech. TikTokâs business trifecta.
While youâre buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world â itâs launching hotels. IBM is actually abandoning its entire facial recognition divis...
10 Juni 202014min






















