The Best One Yet 🌠“Profit Puppy” — Nathan’s Hot Dog high. Lululemon’s Costco dupe-suit. Cloudflare’s AI shield.
19 snips
Jul 3, 2025 Nathan’s Hot Dogs is sizzling with stock highs thanks to sales in Ukraine! Lululemon takes a stand against Costco, sparking a debate on design theft in retail. Meanwhile, Cloudflare steps up the game by rolling out a new AI shield to protect online content from bots. The hosts dive into the cultural significance of hot dogs and explore consumer trends that are reshaping the market, making for an entertaining mix of humor and insight.
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30 Minutes Late Is On Time
- Movie theaters now show 30 minutes of previews and ads before films, causing average start times to be delayed.
- AMC alerts ticket buyers that the real start time is often 30 minutes later than scheduled.
Nathan's Hot Dog Licensing Boom
- Nathan's Hot Dogs stock surged due to expansion into Ukraine, selling in gas stations with human-sized hot dog statues outside.
- The company's growth isn't driven by direct sales but by licensing the Nathan's name and recipes globally.
Licensing Drives Nathan's Profits
- Nathan's licensing of its brand and recipes generates 75% of its profits despite only 7% of revenue from own restaurants.
- Licensing allows Nathan's to scale globally without manufacturing all hot dogs themselves.
