🧜♂️ “Bro-tox” — Botox for guys. Apple’s drivers license. Whoop’s free unicorn.
While we were on our August vacation, Botox has been thriving — Botox for guys (Brotox). Apple had its worst month in years, but we think the real story is Apple’s new thing: Apple Drivers License. An...
7 Sep 202120min
👶 “What comes after Gen Z?” — Facebook’s 1st Metaverse. Home Depot’s Halloween. Gen Alpha’s Mom-lennials.
Snackers, this TBOY is our last pod until Tuesday, September 7th. (we’re taking some August vacation to rest the pipes). So we’re looking at Facebook’s first move into the Metaverse… through your offi...
20 Aug 202120min
🦖 “Dino Nuggets” – TikTok’s new boss. Weed’s Julia Roberts. Maven’s special unicorn.
TikTok just passed Facebook for most downloaded app of 2021, but its new boss is… China’s government. Tilray Cannabis is buying weed store MedMen in a strategic wedding straight outta Notting Hill (th...
19 Aug 202117min
🎒 “Revenge backpacks” — Tesla’s round-up marketing. Oreo’s cakes. Walmart’s anti-innovation.
Mondelez is turning Oreo’s from cookies into cakes because snacking evolved to indulging. The government probe into Tesla’s self-driving could be the end of Elon’s “round-up marketing” fun. And Walmar...
18 Aug 202119min
♨️ “2 parts good coffee, 1 part cheap coffee” — Coffee’s swap-flation. Sonos’ rich David. Authentic Brands’ Reebok reboot.
Your morning coffee could get pricer now that coffee bean prices have surged 43%... unless we see some "Swap-flation" (new thing). Sonos sued Goliath, and the judge decided David was right, Google was...
17 Aug 202117min
🐠 “My tuna is a tomato” — Seafood’s plant-based surprise. FIGS’ nurse fashion. Marriott’s & Airbnb’s bleisure.
Plant-based meat is getting all the love, but the next plant-based meal is faux fish. Marriott and Airbnb couldn’t be more opposite, but now they’ve got 1 new thing in common: “Bleisure.” And what Lul...
16 Aug 202117min
🧑🎨 “The Da Vinci of Drive-Thru” — Taco Bell’s renaissance. Disney’s great experiment. Miami’s other money.
There’s a renaissance going on with Drive-Thrus, but Taco Bell just whipped up the ultimate masterpiece. Disney’s stock jumped 5% because it’s running The Great Streaming Experiment. And over in Miami...
13 Aug 202118min
⚽ “Kardashian vs Messi” — WeWork’s new SaksWork. Weight Watchers’ cold vaxx summer. Lionel Messi’s Nike shirt.
Lockdowns grew our waistlines, but Weight Watchers stock plummeted 25% yesterday. The real celebration of Lionel Messi’s record-breaking soccer deal is at Nike: The business of obsolescence. And say g...
12 Aug 202117min
