The Best One Yet

🎅 “Claus Industries'' — Santa’s $12 Trillion biz. The Dow is dumb. Budweiser’s sister strategy.

Dec 20, 2024

The stock market faces turbulence, prompting discussions about what drives stock values in the coming years. Bud Light's fall in sales reveals a clever sibling strategy that positions Budweiser's other brands for success. A whimsical look at Claus Industries estimates Santa's operations create a staggering $12 trillion impact on the gifting market. As younger generations shift towards spirits, the hosts dissect the challenges faced by beer brands while celebrating holiday joys and listener engagement.

27:22

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Episode notes

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Quick takeaways

The Dow's limited 30-stock representation leads to misinterpretation of the stock market, making the S&P 500 a better indicator of economic health.

Bud Light's drop in sales highlights the effectiveness of Budweiser's sibling strategy, boosting its sister brands amidst a changing consumer landscape.

Deep dives

The Decline of the Dow

Stocks experienced their worst week of the year, primarily driven by the Dow falling for ten consecutive days, a significant decline last seen in 1974. The Dow's reliance on just 30 stocks renders it an inadequate representation of the broader market, as it fails to consider the vast array of over 8,000 stocks available. This misrepresentation is compounded by the Dow's unique mathematical approach, which weights stocks by price rather than market capitalization, leading to skewed results. Consequently, the S&P 500 emerged as a more reliable indicator of market health, reflecting the current economic landscape better and hinting at the potential impact of upcoming fiscal policies under Trump.

Intro

6min

Winteritis and the Failings of the Dow

4min

Economic Tensions and Bud Light's Market Decline

6min

Shifts in Holiday Spirits

4min

Claus Industries and Holiday Economics

8min

Holiday Surprises, Listener Celebrations, and Support for the Show

4min

The stock market just had its worst week of 2024… we explain what determines stocks in 2025.

Bud Light just fell to #3 in beer sales… but it’s all part of Budweiser’s sibling strategy.

“Klaus Industries” (yeah, Santa’s company) just became a $12T business… so we visited the North Pole HQ.

Plus, our Annual Shareholder Report for TBOY… from Co-CEOs Nick & Jack.

$SNTA $SLED $COAL

$BUD $SPY

Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show, “The Best Idea Yet”: The untold origin stories of the products you’re obsessed with. From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.

Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.

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