🎳 “El Duderino of the Pins” — Bowlero’s $2.6B. Peloton’s 1st video game. Moderna’s Arya Stark.
Peloton just announced a video game because it needs you to stay on the bike like Donkey Kong is forcing you to. The biggest bowling alley on Earth is going public because the casual athlete has becom...
21 Juli 202117min
💩 “Why stocks dropped big” — The Dow’s 700-point plummet. Tractor Supply’s chicken surge. Hero’s conversational commerce.
The Dow suffered its biggest drop of the year because the stock market narrative can change freakishly fast. Tractor Supply Company loves farmers, ranchers and chiclets (literally, lots of chickens) —...
20 Juli 202118min
✨ “We’re ensconced in velvet” — Soho House’s urban club IPO. Zoom’s translation deal. Fathom’s 3D revolution.
If you like working under a chandelier, then Soho House’s IPO has a Takeaway for you at its members-only club in Mykonos. Zoom just acquired a translation startup because it’s facing a 4-front war wit...
19 Juli 202118min
🍸 “The 4th alcohol” — Boston Beer’s cocktail-ification. Big Banks’ silver bullet. Your new doctor date.
Two major liquor legends are teaming up to pursue a new category of alcohol: The Canned Cocktail. All 6 big US banks just reported earnings and they’re loving the most entrepreneurial year in US histo...
16 Juli 202117min
💰 “You get $300/month per kid” — Cash for kids. Oatly’s shenanigans. LG’s special battery.
Oatly stock dropped after an activist investor accused the alt-milk icon of “shenanigans” and “mind control.” LG doesn’t just make your TV and flip phone… it may have the battery to save the world. An...
15 Juli 202119min
🥩“Don’t disrupt the grill” — Weber’s BBQ IPO. Netflix’s podcasts. Inflation’s big winner.
Grilling icon Weber just announced a flame-broiled IPO, but its greatest strength is its greatest weakness. Netflix just made its 1st big hire for Netflix Podcasts because we’re entering the “Post-Cou...
14 Juli 202117min
👖 “They don’t fit (at all)” — Levi’s wardrobe refresh. Black Widow’s playbook. Flipkart’s $38B secret war.
Turns out 35% of us saw our waist sizes change in one direction or another, so Levi’s is making some changes too. Black Widow isn’t just a superhero movie that just dropped… it’s the playbook for how ...
13 Juli 202119min
👽 “UFB: Unidentified Flying Billionaires” — Space Inc.’s huge week. Subway’s shutdown. Square’s physical bitcoin.
Branson is beating Bezos to orbit because this is the biggest week for space since Buzz Aldrin. You’ll notice your local Subway sandwich spot is shut down today for its biggest makeover ever. And Squa...
12 Juli 202119min
