The Best One Yet

Lyft jumped after its huge loss wasn’t as bad as expected — but we found two other stories with a bigger takeaway about the tech industry. Boston Beer Company is famous for its Sam Adams label, but a recent report highlights why it’s not a beer stock anymore. And prescription drug distributors are getting sued by states, and we learned a key price tag of the opioid epidemic.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

FYI, take the Snacks survey so we can get to know our Snackers better (fun fact: you could win a $100 Amazon gift card): www.listenerq.com/snacks —Shake Shack popped 18% not just because of a new strategic move, but because its leadership was open to changing its mind. Disney’s earnings hit record revenues, but spent $3B more money than it made because of acquisitions. And IAC owns a piece of everybody in the human-connecting-human apps industry, including Tinder and Angie’s List.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Worst. Day. Of. The. Year. The trade war just opened up a fresh new front: the currency battles. Meat giant Tyson shares surged, but then it announced it’s being investigated for collusion on your chicken prices. And Compass has almost doubled its valuation in less than a year to $6.4B — its dream is to bring tech to real estate. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Pinterest is defining itself as the most positive, happy, feel-good social media app — and usage is jumping. Delivery apps had their biggest week yet, so we jumped into it Snacks style. And oil icons Exxon Mobil and Chevron reported earnings, which reveal a “glut” issue in the whole industry.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Kellogg enjoyed its best day in two decades even though cereal sales are struggling big. Canada Goose removed a single word from its website, causing the stock to drop Thursday. And stocks fell because of the trade war — you’re going to finally notice the tariffs that hit consumer products. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Turns out lawn phenom Scotts Miracle-Gro has been enjoying a sales boost by equipping cannabis producers to grow indoors. Fitbit plummeted 14% on a struggling new smartwatch, but its future could be Apple-style services. And stocks plummeted yesterday because of the Fed, so we break down why.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Turns out Apple is no longer an iPhone company after releasing its latest quarterly earnings report. Under Armour hasn’t embraced the athleisure trend enough and its latest 14% stock drop reveals it needs a rebrand. And P&G stock jumped 4% even though it suffered a $5.4B loss — blame that on its razor biz (which is blaming beards).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

A new drug company hath been born — Pfizer is merging its portfolio of off-patent drugs (like Viagra and Lipitor) with epi-pen-maker Mylan. Beyond Meat’s earnings report had a good side and a dark side. And The Athletic’s subscription-only sports news biz model is winning the media industry with a new milestone.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

We were live from the floor of Nasdaq’s opening bell ceremony at Livongo IPO’s — so we sat down to interview the president of the digital health service company. We also covered a WSJ report that Apple may be giving unfair preference to its apps in the App Store (so we run our first “snax-periment”). And the T-Mobile/Sprint deal to create a new telecom giant got a major approval from the DOJ worth diving into.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Snackers, we love you. And we would love to learn more about you — fill out this 2-minute survey to share more about yourself and thoughts on the pod (plus, you could win a $100 Amazon gift card): http://listenerq.com/snacks/In today's episode, for the past 4 quarters, Amazon set record profits. But not this time — we noticed it has 42 highlights in its report, so we picked highlights of those highlights. Hershey stock rose 2%, but its new strategy is simply repackaging Reese’s. And major car companies got together to chat emissions standards with California in a secret meeting that could affect the entire industry.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

With another huge day of earnings, Tesla fell 10% because one of its top cars is cannibalizing sales of another. Dunkin’ is launching a plant-based sausage sandwich with Beyond Meat, highlighting how Dunkin’s become the great trend democratizer. And UPS popped 9% as it tries a new strategy for growth: A try every strategy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Forget coffee. Starbucks made a strategic tech investment so it can start licensing out its successful mobile app technology and loyalty program. Hasbro shares popped 10% courtesy of its critical Disney partnership. And China’s new tech-focused stock market debuted with one purpose: Make sure Chinese tech companies IPO in China.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Uber is launching a pilot in SF and Chicago for a membership program that combines all its services for one price. Apple is reportedly buying Intel’s smartphone chip-making business, and that dropped Qualcomm’s stock. And GoPuff is our “Unicorn of the Day” because it’s about to get a major investment from SoftBank as it brings convenience stores to college students nationwide.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Beyond Meat is bouncing back after 2 big partnership deals — online and offline. You’re constantly hearing about Boeing’s issues, so we’re breaking down how its $8B price tag stacks up to other corporate scandals. And Tinder’s new move to sneak past the Google Play store highlights how app stores have become tollbooths.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Microsoft remains the world’s biggest publicly-traded company, so we jumped into the big question no one understands these days: How it makes money. Skechers stock popped because it’s basically become an international company, but its core focus is (ironically) avoiding trends. And iHeartRadio just started trading again on Nasdaq after emerging from a hefty bankruptcy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

The 2-day Amazon Prime Day just ended, so we jump into the “flywheel effect” that powers it. Netflix shares plummeted 12% and it’s blaming its lack of story-telling the last 3 months. And Turo is our unicorn of the day after an investment by Tinder-owner IAC boosted the car-sharing platform beyond a $1B valuation.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

A report revealed that Apple wants to jump deeper into podcasts by signing exclusive deals with podcast creators sent Spotify shares down. Domino’s fell 9% after its earnings revealed it may be facing pressure from ”3rd party delivery aggregators.” And Big Bank Week continued with earnings from JP Morgan, Wells Fargo, and Goldman Sachs — and we noticed how expensive Goldman’s pivot from Wall Street to Main Street is getting.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Chobani whipped up a new line of nut butter Greek yogurts — The Greek yogurt industry is struggling, but Chobani is using Coca-Cola’s spinoff strategy. Marriott has been charging “resort fees” for years, but now the DC Attorney General has a problem with it. And publicly-traded private equity firm Blackstone just made an acquisition of the mobile ad optimizing startup that’s taking on Google and Facebook’s ad game.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Earth’s biggest brew-glomerate, Budweiser-owner AB InBev, was planning the biggest IPO of the year by spinning off its Asia unit — that was suddenly canceled before the weekend. France unveiled a “tech tax,” but it really looks like a tariff on Silicon Valley. And scooter icon Bird is our “dramatic unicorn of the day” for a debate raging on its profitability problems.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Fed Chairman Jerry Powell was visiting Congress — So he shared his thoughts on Facebook’s planned cryptocurrency (that may have caused Bitcoin to drop). Lululemon whipped up a 20,000-square-foot mega-store/club/studio, a sweatlife store format it wants to take nationwide. And healthcare stocks jumped this week on multiple headlines, so we jump into the factors that drive the unique industry.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Conference call icon Zoom made your webcam vulnerable to snooping, and the flaw got discovered in a dramatic way. SunTrust bank decided to stop funding private prison companies, so we decided to look into private prison company stocks. And Snapchat’s venture capital arm, Yellow, announced its 2nd class of early-stage startups, which we explored to notice the trends of tomorrow.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Pepsi’s earnings report seemed normal, until we noticed its CEO’s passion for the future of its sparkling water strategy. AT&T announced HBO Max with a unique angle attacking Netflix’s awkward Achilles heel. And Richard Branson’s Virgin Galactic wants to become the first publicly listed human-spaceflight company.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

So far in 2019, Snap’s stock is up 160% — we’re looking at the 2 biceps of tech powering that silent comeback. WeWork wants to IPO, but first, it’s taking on some debt. A lot of it. And it’s the same strategy as a college athlete going pro. And the Congressional Budget Office’s minimum wage report reveals some key insights on the nation’s paycheck policy if everyone made $15/hour.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Canopy Growth is the world’s largest cannabis company and it suddenly fired its co-CEO — but it looks like Corona owner Constellation Brands was all over this one. A Recode report revealed major drama within Walmart as its ecommerce arm led by Marc Lore clashes with classic brick-and-mortar Walmartians. And our “Icon of the Week” Lee Iacocca changed the auto industry forever, so we’re looking at his legacy as he passed away.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Tesla didn’t report earnings – it reported its car deliveries, and the record numbers boosted the stock 7%. Meditation app Calm just raised more money as a $1B+ valued company, so we dive into the sleep pivot that powered its growth. And happy 10th birthday to the longest economic expansion since WWII.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Stubhub is treating customers who spend $10k to VIP tailgates, VIP perks, and VIP customer service. The women’s national team soccer jersey is Nike’s top-selling soccer jersey ever, showing the potential to boost womens’ sales. And Deutsche Bank’s reportedly mulling laying off 20k workers as it still hasn’t recovered from the financial crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

With beer sales falling, Budweiser’s parent company AB InBev acquires the maker of Babe canned rosé and White Girl Rosé as its summer makeover. The RealReal is leading the re-commerce industry by pulling an Airbnb on thrift stores — and it just surged 45% on its IPO. And Velodyne is our “Pre-IPO of the Day,” using an anti-Tesla technology to make self-driving happen for a bunch of key carmakers (and tech giants).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

While Bitcoin is rising, we looked at Advanced Micro Devices (AMD), which is the “shovel” to Bitcoin’s “mining.” A crazy stat about Amazon reveals how it’s become a shipping company. And Superhuman just raised $33M for its mission to make email a luxury thing.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

We noticed WeWork is on an acquisition tear, and it just strategically added Waltz to its list. General Mills shares fell 4% because its snack biz is underperforming, while its fancy pet foods are winning. And Shopify powers your go-to boutique ecommerce options, and its new Apple iMessage feature is a new level for customer service.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Coffee stocks Starbucks and Dunkin’ are up to record highs this year because they’re both pursuing 4 specific strategies. BMW unveiled its new lineup of Tesla-battling electric cars and even an electric bike. And Google sister company Sidewalk Labs revealed details of its $1B future city plan to takeover a Toronto waterfront.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

McDonald’s Quarter Pounder was launched with fresh beef a year ago — and that just propelled McD’s to its first gain in burger market share in 5 years. Caesars merged with Eldorado to create the biggest casino in the US, but activist investor Carl Icahn is the real story. And what’s being called the “Viagra for women” just snagged FDA approval, so we look into why the pharmaceutical company’s stock fell.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Canada’s Canopy Growth is the biggest cannabis producer in the world, but its latest numbers reveal it may have a pot demand problem. Walmart paid up a $288M bribery fine, but the management team has a reason to not be upset. And Amazon whipped up a new surveillance drone that fits smoothly into a trend we’re noticing from the ecommerce icon.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Slack shares jumped 49% on their first day of trading, so we jumped into the company that thinks it’ll replace work email within 7 years. Netflix’s Adam Sandler and Jennifer Aniston movie set a personal record, but it’s the number Netflix shared that entertained us. And Apple’s letter to a US trade rep about moving its factories is a key development in the trade war.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Grocery Outlet’s “WOW!” IPO (listen to the pod — you’ll see what we mean) is the convergence of two major retail trends. YouTube may be launching a separate version for kids and even disable its profit-powering auto-play. And we noticed Adobe’s stock hit a record high and it highlights why Silicon Valley loves software.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Facebook unveiled details of its new cryptocurrency, Libra (aka “ZuckBucks”), so we jump into the key details you need to know. Lululemon’s going hard into its #sweatlife lifestyle push by launching its new shampoo, deodorant, and more, while athleisure keeps winning retail. And Best Buy introduced a new FitnessTech strategy as it aims to become the Apple Store for Baby Boomers.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Tech-focused Domino’s is unleashing a self-driving delivery minivan later this year. Meal kit pioneer Blue Apron’s shares jumped from 55-cents to over $8 because of a reverse stock split (we’ll break it down). And while Buzzfeed employees are pushing to unionize, VW’s shockingly just voted against the idea.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Chewy.com’s IPO is based on the concept of “pet humanization,” but it’s showing how to beat Amazon. Airbnb’s insane new “Adventures” feature lets you book wild trips you probably didn’t realize were possible (because it’s facing competition in every direction). And Verizon launches a piece of hardware to help you not lose anything, but it’s all part of a “switching costs” strategy.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Startup Quibi is launching as a fully mobile streaming app with $1B in funding, and we just got more details on what it’s working on (hint: the return of “Punk’d”). Gig economy website Fiverr surged 90% on its IPO, and it literally trademarked the term “gig.” And a WSJ article reveals how HSBC has become the international bank of choice for Saudi Arabia with big risk, and big reward.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Restoration Hardware (aka RH) surged 20% after its earnings for its new magazine strategy (the opposite of everyone else). Gaming legend Fortnite acquires Houseparty in a move that may redefine the future of social media. And Crowdstrike surged 71% on its IPO day, so we made cybersecurity sexy as our “Unsexy Industry of the Day.”Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Mary Meeker dropped her annual 333-slide Internet Trends Report, so we pulled out 3 keys for you. Grubhub shares jumped 8% on word Amazon is ending its restaurant delivery service. And our “Unicorn of the Day” is Brex as it hits a $2.6B valuation giving credit cards to startups.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Suddenly, it happened. Mega Merger Monday. Salesforce acquired Tableau to create the corporate starter kit of software, while Raytheon merged with United Technology to become the #2 player in the defense and weapons industry. And Zoom’s latest earnings report has us jumping into our “Trend of the Day”: Work from Home.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

The pioneer of social media influencer marketing, Revolve shares surged to become the 2nd best public offering stock performance of 2019 so far. JetBlack is the text-based online concierge club that just revealed key numbers as it takes on Amazon Prime (it’s a Walmart company). And Germany’s chain Aldi opens up shop outside of Walmart’s headquarters as it adds a new front to the epic US grocery wars.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

In its first earnings report since its IPO, Beyond Meat surged as it defends its first-mover advantage. Canadian cannabis icon Cronos is pivoting its CBD efforts to the US. And Barnes & Noble jumped on word it’s about to be acquired.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Liquor legend Brown Forman just revealed that fresh tariffs from the EU on American whiskey is costing the Jack Daniels owner $125M per year. Scooter pioneer Bird has a new bike option that’s blatantly targeting “THICs” -- Town-living High Income Car-less people. And GameStop falls 36% because it’s trying out the Barnes & Noble playbook.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Wall Street just had its best day since January, so we explain why (it’s all about The Fed’s focus on something sexy). Spotify whipped up a new app to fix a problem and also take down radio. And fitness-tech mirror Mirror is about to hit a $300M valuation.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Shares of Google and Facebook both fell over 6% on word US regulators have coordinated to take them on. Meanwhile, Apple’s big Worldwide Developers Conference unveiled fresh new iThings. And then private equity firm Blackstone led the biggest private real estate transaction ever -- and became Amazon’s landlord.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

In a record settlement of $5M for a parental leave case, JPMorgan’s giving new moms and dads a more equal policy (although the US is still way behind). The fresh US tariffs on Mexico announced Thursday will hit cars, avocados, and Coronas. And a bunch of brands you know aren’t in the hotel business, but they’re opening hotels -- So we look at West Elm, Shinola, and LVMH.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

In its 1st earnings report as a public company since this month’s IPO, Uber’s earnings report revealed it’s got a problem with 1 word: Growth. Firefly raises $30M and expands to NYC to forever change your cab ads. And Dollar General and Dollar Store stocks are close to all-time highs — And that says a lot about the US.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

iRobot just unveiled two high-tech robot floor cleaners, but its expansion to non-cleaning things is TBD. Abercrombie & Fitch just axed 3 high-profile flagship stores -- But its stock’s worst day in 2 decades gave us a key insight on retail. And SoFi is raising $500M to expand beyond student loans (and maybe even name a stadium after itself).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Farmville-creator Zynga just sold its San Francisco headquarters building for $600M — And it may be better at real estate than video games. We’re jumping into the spy-worthy “corporate theft” stories of how China’s Huawei stole secret intellectual property from US tech. And cigarette companies suffered their worst day in 5 months, but not because of ecigs and Millennials.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.