“I will protect this Peloton” — Under Armour’s shoe deal. Kustomer’s Facebook love. S&P Global’s $44B splurge.
Probably because they watched that Michael Jordan documentary, Under Armour is launching a Steph Curry shoe brand (but we’ve got a long-term solution for them). Facebook is reportedly dropping $1B for...
1 Dec 202018min
“Black Friday is dead (Cyber Monday too)” — The Great Pricing Reset. Slack’s slack-quisition. Pinterest’s secret school.
We’re gonna call it as we see it: Black Friday is dead, long live Cyber Daily. Pinterest is secretly working on a new project that we think is the future of education. And Slack put up its “Out Of Off...
30 Nov 202017min
“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.
Just in time for our last pod of the holiday week, the Dow hit 30K on word of a new Treasury Secretary’s signature. We jumped into Abercrombie & Fitch’s latest earnings, but discovered it’s not really...
25 Nov 202017min
“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.
In the biggest social media launch of 2020, Snapchat zucked TikTok… but kicked things up nine notches (you’re not a viewer, you’re a voter). Adidas bought Reebok for nearly $4B 15 years ago and is now...
24 Nov 202017min
“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.
Circle the calendar (again) for December 25th: It’s the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is IPO’ing because Amazon doesn’t feel enough like a TV gameshow. And Affirm is al...
23 Nov 202018min
"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.
Google’s new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on the treasure hunt experience of physical shopping, but then yesterday happened....
20 Nov 202017min
“We’re in a Baby Bust” — P&G’s diaper problem. Tesla joins the club. Duolingo translates $2.4B.
When a pandemic means making fewer babies, Procter & Gamble has to adjust its diaper strategy (spoiler: fancy dipes). Tesla stock popped 20% this week because admittance to the S&P 500 club brings per...
19 Nov 202017min
“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.
We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar because snacks spring eternal (meta). And if you notice...
18 Nov 202018min
