The Best One Yet

Shares of Bud-owner AB InBev plummeted 11% on word it’s losing beer market share (fast), so it’s betting big on (wait for it…) sparkling seltzer. Airbus is thriving off of Boeing’s 737 Max crisis. And Waste Management’s recycling passion isn’t charitable — it’s profitable. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Shares of Amazon dropped 7% on word 1-day shipping is really, really costly. Twitter plummeted 21% on its midlife ad crisis. And Barclays pulled the switcheroo on its ATM-in-post-offices plan, ultimately caving to pressure.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Tesla popped after an earnings report with 3 big surprises (including a profit). Six Flags makes almost half its money from July through September, but the stock fell 12% because of a flat summer performance. And Zuck testified to Congress about Facebook’s Libra cryptocurrency plans — and he promised to get their blessing first.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Without its IPO, WeWork was about to run out of cash in weeks — now it’s signed a bailout deal that drops its valuation from $47B to about $8B. McDonald’s had fewer diners last quarter, but it squeezed more sales out of all of them. And both Nike and Under Armour’s CEOs announced they’re leaving yesterday and their replacements reveal the companies’ growth plans.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Spotify’s earnings are next week, so we’re previewing how they’re making money (and the unique global strategy). Ford’s kinda dependent on its SUVs and trucks, but the new Explorer didn’t work out as planned. And Destination Maternity filed for bankruptcy because our generation has, you know, ruined parenthood.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

The owner of PowerBar jumped after its IPO, so we’re looking into its “convenient nutrition” strategy that it boasts as “asset light.” Unilever took a punch in the Shampoo Wars, so we’re looking at its latest moves on the shower battlefield. And streaming video disruptor Quibi hasn’t launched yet, but it just snagged a major partnership with T-Mobile to take over your phone screen.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Airbnb’s financial info was leaked, revealing that it’s splurging big on marketing. Ford just teamed up with Amazon and Volkswagen on its “Team Edison” for a nationwide electric car charging network. And Venmo launches a credit card because it’s owner PayPal really wants it to make money.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Even though everyone’s launching a streaming service, Netflix surged after its latest earnings report. Facebook’s global cryptocurrency project, Libra, keeps losing its corporate backers, so we’re looking at why. And General Motors may have finally ended its biggest strike since 1970, but the numbers show what investors really think about it.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

At Google’s product day in New York, the focus should’ve been on what it took away (a VR headset) not what it unveiled (more Pixel products). Charles Schwab enjoyed record 3rd quarter profits, and that’s driven by customers who aren’t doing anything with their money. And Emerson Electric was founded by a Civil War vet, but now it’s getting trolled by a hedge fund for owning 8 private jets.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

SmileDirectClub has become the worst performing IPO of 2019, but fell another 13% Monday after a new California law was signed by California’s governor. The 3rd quarter earnings season kicks off this week with big banks, but we’re looking at Goldman’s venture investments like WeWork and Uber. And an analyst’s deep dive into Apple’s Asian supply chain reveals it could be coming out with a cheaper model because, you know, services.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Rachael Ray and GrubHub just teamed up. Uber Eats launched one last week. We’re looking at the “trend of the week” — Virtual Kitchens. Stocks popped Friday because of the latest (kinda) trade deal, so we’re looking at what it includes. And Papa raised $10M and snagged major partners as it becomes the “grandkids on demand” app.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Your other map go-to, Waze, is owned by Google’s parent, Alphabet, and it’s the company’s potential future profit puppy. Tootsie Roll is 100% focused on candy, less focused on its latest earnings report. And our Unicorn of the Day is Grammarly, the AI-powered company (or is it a feature?) that just hit a $1B valuation.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Bed Bath & Beyond stock is down over 80% in the last 5 years, but it just snagged a new CEO who revolutionized shopping at Target. Compared to Delta, it’s been hard out there for American Airlines, so we’re looking at what uniquely caused its problems. And our Invention of the Day is lithium ion batteries because the creation that enabled the tech device you’re reading this on just won a Nobel prize.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Domino’s already fights in the Pizza Wars and Delivery Wars — now it’s focused on takeout (they prefer “carryout”) to win. A Houston Rockets’ tweet has China angry at the NBA, and now companies are getting involved. And One Medical is our Unicorn of the Day: the $1.5B tech-ish doctor chain now wants to IPOLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

The owner of Ben & Jerry’s, Unilever is making an epic sustainability pledge: cut 400K tons of virgin plastic per year. Harley designed an electric bike to desperately snag millennial customers, but it turns out they’re not interested. And after diving deep into ecommerce, Walmart is undoing the parts that are too unprofitable.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Target is pulling a Best Buy — it’s adding Disney stores within its own stores (and it kind of looks like the future of malls). HP dropped 10% because printers are the new fax machines, but a shrinking business could become a growing one. And wedding registry icon Zola is engaged to become a unicorn — the $650M startup launches an end-to-end Honeymoon booking service.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Liquor legend Constellation brands fell 6% even though it’s launching 4 flavors of a new spiked seltzer to save its beer sales. Uber unveiled a new app that’s purely focused on the gig economy — connecting workers with needs, not just drivers and delivery. And payment processor Square jumped into supporting CBD sellers because cannabis has a banking bottleneck.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Don’t call it a phone — Microsoft just cooked up a 2-part foldable phone that creates a whole new product category (its mojo is back). The World Trade Organization (WTO) just decided on a 15-year trade dispute between Boeing and Airbus that reveals how trade conflicts should go down. And Chipotle’s new-ish CEO makes a bold move during the breakfast wars — focus on dinner and everything the previous CEO wouldn’t do.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

GoPro unveiled a couple pre-holiday cameras, but the move reveals how much it’s lost its moat. Charles Schwab announced it’s cutting stock trading commissions from $4.95/trade to zero, so we’re jumping into the history of fees. And Masco is our Midwestern institution of the day for focusing on paint over cabinets as it pivots strategy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy business models may be sexy again. Google’s self-driving car division just had its valuation slashed because it’s taking. Way. Too. Long. To. Arrive. And the world’s biggest RV-maker, Thor Industries, jumped 16% because camping is going global.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to its clothing rental until Oct 15th because of a mistake that reveals what kind of a company it really is: Logistics. And NFL Sunday Ticket is the loyalty leader that got people using DirecTV — but now AT&Tis considering ending the expensive deal.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, what drives customer loyalty, and if the stock ticker symbol should’ve been “SWET” or “SPIN” instead of "PTON".Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released a huge number of Alexa-packed products, including a finger ring, copy-cat AirPods, and a high-end speaker. And fresh after WeWork and Juul just lost both their CEOs this week, eBay’s leader is stepping down.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel its earnings call.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bankruptcy. Fitbit’s fought hard to survive since Apple unveiled the Watch, but it’s now offering to sell itself. And Bloomingdale’s launched “My List,” a 10-item per month clothing rental for $149/month as “clothing as a service.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show (welcome to “Swipe Night”) in a unique convergence of tech and media. And Juul’s e-cigarette issues keep piling up, which is a bigger pain for its latest investor: regular cigarette-maker Altria.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Bezos kicked things up a notch by announcing a carbon neutrality pledge for Amazon that shockingly even beats the Paris Climate Accords. Alphabet’s drone division, Wing, just partnered up with Walgreens, FedEx, and a local gift store to make drone delivery happen next month in Virginia. And Stripe just passed Airbnb with a $35B valuation that earns it our “Unicorn of the Day.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Facebook just announced a $149 Portal TV device to let you video chat while binge TV-watching. Corning Glass is located in a small town in upstate New York, making the glass on your iPhone — it just snagged a $250M investment from Apple. And FedEx fell 13% on its worries about the global economy, which makes it a “leading indicator.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

LinkedIn just revealed a new “skills” feature that we consider its most strategic move since Microsoft acquired it. General Motors is experiencing its biggest strike in a decade and that’ll cost it up to $100M a day. And Shopify just became Earth’s #2 biggest ecommerce platform, but we’re looking into its cannabis-supporting moves into CBD.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Oil prices just surged after an attack in Saudi Arabia, so we break down why it’s not as big a deal as Wall Street made it seem. Netflix is treating itself to $500M of Seinfeld reruns from Sony because sitcoms earn your loyalty. The WSJ reported that Amazon’s secretive A9 search office made a change to its algorithm with huge implications for your online shopping life.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Pepsi and Venmo teamed up for a spending partnership they’re calling “PepCoin” — it highlights the behavioral challenges of Fintech. Walmart’s $98/month Grocery Club is taking on Amazon with something Amazon can’t do. And our “Nearly-Unicorn of the Day” is Voyage, whose self-driving cars are turning the elderly into early-adopters.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

SmileDirectClub (uncreative ticker symbol, FYI) falls 28% on its IPO day, but we look at whether it was really a bad IPO when you look at the valuation. Under Armour is going anti-athleisure with its new strategy, but it’s actually copying Lululemon. And General Electric is selling $38B of itself to survive, which highlights its greatest disadvantage: Pensions.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Wendy’s is trying to jump into the fast food breakfast wars, but shares fell 10% because it’s too late — again. A Snacker asked us to jump into Monster Beverage, so we found out what it’s up to. And California’s new gig worker law hits right at Lyft and Uber, so they hit right back.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused on its strategic moves with Apple TV+. Ford’s bonds just hit junk status, so we’re looking at the decade that led to this. And Next Door is our “Unicorn of the Day” for its latest fundraise and focus on accountability.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its 1st pick-up only store in New York this fall, but it’s the early sign of American companies copying Chinese ones. And AT&T was smacked with a 23-page letter by a new major hedge fund investor, and it’s calling for huge change.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature pioneer’s anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four notches.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already knew the competition was coming. Slack released its first earnings report since going public, revealing its next 10M users are harder than the 1st 10M. And WeWork may slice its valuation from $47B to about $25B before it IPOs because critics think its IPO paperwork is a “masterpiece of obfuscation.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. Michigan became the first state to ban flavored e-cigarettes, just as Juul came out with “the strictest age verification system ever.” And Google was hit with a $170M fine that highlights the difference in targeted and non-targeted ads.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a “hide your likes” feature. Ulta Beauty dropped 30% last week, so we looked into why and found an insight in slide #9. And with deadlines quickly approaching, we break down the econo-political drama in Britain and Argentina.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a new health center it could take nationwide. And Dollar Tree and Dollar General were about to be hit hard by tariffs — then they discovered 4 creative ways not to pay for tariffs.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

The Disney merging with Fox saga is officially over now that Disney sold YES Network… partially to Amazon. Forever 21 is a fast-fashion founding father, but it’s reportedly going bankrupt (there’s another key F-word here: Fad). And Citibank and Panera bread both have minimum wage stories that will surprise you.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Peloton’s IPO — we literally printed off the IPO filing documents, got on a Peloton, and discovered that Peloton wants to be a religion. Fitbit’s taking on Apple by launching its own subscription service. And Amazon had already acquired the doorbell company Ring, but now it’s got an interesting partnership with police departments nationwide.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Costco just opened up its first physical store in China and the reaction was huge (the store had to close early). Smucker’s dropped 8% on word its peanut butter is facing price cut problems (and other nut-butters). And Altria and Philip Morris used to own the tobacco industry together, but now they may re-merge because nearly every trend is anti-cigarette.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

First Popeye’s and Chick-fil-a went at it over a new fried chicken sandwich, then KFC added a Beyond Meat faux-meat burger. Hasbro is dropping $4B for British cartoon Peppa Pig (and it’s also getting some rap artists). And Dish is about to be the 4th biggest telecom company after the Sprint-T-Mobile merger, so we jumped into it Snacks style.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Stocks plummeted at the end of last week on the biggest escalation in the US/China trade war yet (it got personal). White Claw by the Mark Anthony group is the spiked seltzer whose sales have quadrupled as it takes on beer. And News Corp announces Knewz, a new app trying to out-play tech in its top skill: aggregation.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Dick’s pulled a classic tool out of its belt: A/B Testing. Our “Unicorn of the Day” is Wheels Up, which claims it’ll be the Airbnb of private jets (and Tom Brady and Serena Williams are members). And Germany’s 30-year bonds hit negative interest rates — so we break down what they are and why they’re so rare.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

We dove into WeWork’s IPO paperwork (its S-1) Snacks style. JPMorgan is shutting down a payment app, but it’s a major lesson on how to quit something smartly. And Waymo (owned by Google) is sharing its self-driving car knowledge to make self-driving actually happen.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Apple’s card with Goldman Sachs was just released for all Americans, so we jump in Snacks style. Target announces its biggest ever food brand, focused on organic food. And Tesla’s solar panel unit announces a rental version — just as it gets sued by Walmart.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Makeup legend Estée Lauder jumped 13% after its earnings report, but we were most interested in its “travel retail channel” surprise. SmileDirectClub wants to IPO, so we jumped into its filing documents and found an Instagram story. And the Business Roundtable held a meeting, but ended up renewing its vows of what being a corporation actually means today.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Our last Snacks episode until Tuesday 8/20 (we're off for a week for Jack's wedding). Facebook’s had a rocky relationship with the news industry, but it’s trying a major new partnership to fix what it broke. Roku is the new king of streaming after its Rudy moment. And sperm startup Dadi just raised $5M as money pours into fertility — now healthtech is the next wave of Brandicorns.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.