“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.

The Best One Yet

English - November 11, 2020 10:00 - 21 minutes - 19.4 MB - ★★★★★ - 8.5K ratings
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Previous Episode: “Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

Next Episode: “Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.

Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most important yet, even if you’ll never listen to it. And Ulta Beauty’s quitting on malls to move into Target… which kinda turns Target into a mall.
$SPOT $ULTA $PTON $TGT
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