The Best One Yet

Nick & Jack Studios
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May 5, 2020 • 19min

“J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style.

Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but we’re not blaming the corona-conomy. And Quibi’s facing a legal drama that they could probably turn into a Quibi show.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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May 4, 2020 • 19min

“COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise.

Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret was supposed to be acquired by a private equity firm this week, and it’s all coming down to one dramatic line in legalese. And Clorox’s earnings report didn’t shock us — but its implications on a fad versus a trend did.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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May 1, 2020 • 18min

“Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints.

Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because software’s not eating the world, apps are.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 30, 2020 • 18min

“Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights.

We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Pictures’ “Trolls 2” would change movie math, the movie theaters just responded with the most aggressive open letter we’ve ever seen.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 29, 2020 • 17min

“The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math.

Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasn’t just adorable — its direct-to-streaming pivot may change movie industry math forever.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 28, 2020 • 18min

“Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision.

All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen decided to reopen the world’s biggest car factory, but it’s got a chicken/egg problem. And Nestle’s earnings reveal more about pets than they do about humans — an accelerated trend.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 27, 2020 • 19min

“Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy.

If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, ‘what the heck, let’s go public’ — even though there are literally no live sports to bet on right now (except Russian table tennis).Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 24, 2020 • 18min

“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.

Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is facing in a corona-conomy. And Gilead’s COVID-19 treatment just had disappointing results from a leaked report — markets react accordingly.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 23, 2020 • 18min

“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.

Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a triple-whammy of accelerating trends. And while the restaurant industry is hit hard, Chipotle’s CEO made moves that popped the stock 12% Wednesday.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
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Apr 22, 2020 • 19min

“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.

Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads dry up — we have two ideas for how it can be saved. And DuPont is the oldest company we’ve ever covered on Snacks Daily, but its pivot is totally fresh.Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

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