The Best One Yet
1,265 episodes - English - Latest episode: 4 months ago - ★★★★★ - 8.5K ratingsFeel brighter every day with our 20-minute pop-biz podcast. The 3 business news stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.
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Episodes
BONUS 🚙 “The Car Pod” — Our Best Car stories yet from 2023
December 20, 2023 08:00 - 16 minutes - 15.2 MBA bonus episode featuring 3 of our top pop-biz news stories on the car industry from 2023. So fill up that tank, charge that battery, and wax that chassis. Let’s jump into our 3 car stories… 1) Mercedes from June 20th: Mercedes created the first ever AI car with ChatGPT — Mercedes just gave birth to The Companionship Economy. 2) Jeep from August 1st: Jeep’s got a surprise new enemy: The Ford Bronco — So we jumped into the numbers behind the car industry’s zero sum game. 3) Porsch...
BONUS 👗 “The Fashion Pod” — Our Best Fashion stories yet from 2023
December 19, 2023 08:00 - 17 minutes - 16.1 MBA bonus episode featuring 3 of our top pop-biz news stories on the fashion industry from 2023. So toss on a cute top and iron those jeggings, let’s jump into our 3 Fashion stories… 1) Lulelemon, from May 9th: Lululemon showed us the rise of Dupes — In fashion, Dupes aren’t a scarlet letter - they’re a badge of honor. 2) Aldi, a story from March 29th: The German grocery chain, moved from food into fashion — The fastest growing grocery chain in america is selling apparel, because ...
🎂 “The Food Pod” — Our Best Food stories yet from 2023
December 18, 2023 08:00 - 19 minutes - 18 MBA bonus episode featuring 3 of our top pop-biz news stories on the food industry from 2023. Grab a napkin and pull up a chair, let’s jump into the 3 stories spork-first (or is it fpoon?) 🤤… 1) The Grimace Milkshake, from July 5th: How McDonald’s made a drink go viral — The Grimace Shake makes the marketing case for chaos. 2) Goldfish Crackers, from April 24th: How Goldfish became a billion-dollar brand — Because even crackers need a wingman. 3) South Korea’s Gastrodiplomacy, from...
🎅 “Claus Industries'' — Santa’s $11 Trillion biz. Stocks’ record highs. Dating Wrapped’s love philosophy.
December 15, 2023 08:00 - 21 minutes - 20.1 MBGet our 25 Best Takeaways yet by subscribing at tboypod.com/newsletter. We got the Annual Report from “Klaus Industries” (yeah, Santa’s company), so we jumped into the business — Santa’s got a strong supply chain, diverse market of 2 billion customers, and an $11 trillion opportunity. The stock market began the year with Recession-worries, but it’s ending with all-time highs — We’re looking at the one force driving Wall Street to record highs for the holidays. And do you know abo...
🧸 “Soft Bear Energy” — Build-A-Bear’s surge. Netflix’s naked data. Fossil Fuel’s End.
December 14, 2023 08:00 - 20 minutes - 18.8 MBTBOY Merch Drop: Get The Best Gifts Yet at www.tboypod.com Build-A-Bear is having its best year ever, despite its friction-full buying experience — Because soft is security. Nearly 200 countries just pledged to “transition away from fossil fuels” to conclude the big UN climate conference — So why did Exxon Mobil’s stock rise? And Netflix just became the 1st streaming company to share all the data on what you’re watching — Their transparency is their competitive advantage (fyi, link to...
🤓 “Spreadsheet MVP” — Excel World Championships. Google’s App Store guilt. Hallmark’s movie monopoly.
December 13, 2023 08:00 - 20 minutes - 19.1 MBThe Hallmark Channel produced *40* new movies for this holiday season — And Hallmark’s movie biz has the greatest ROI in all of Hollywood. Google was just told by a jury that its App Store fees are illegal — And we calculated that Google’s App Taxes bring in more profits than all but 15 companies in America. And the Excel Spreadsheet Championships just ended in Las Vegas — So we’re looking at how Excel became the wheel of finance. $AAPL $GOOG $MSFT $LVMUY Subscribe to our newsle...
👄 “SmileDirectFlub” — SmileDirectClub’s shutdown. Pinterest’s Trend Forecast. Shohei Ohtani’s $700M economy.
December 12, 2023 08:00 - 23 minutes - 21.6 MBSmileDirectClub hit a $9B valuation by cutting out the dentalman… but it just shut down — The lesson? Some industries simply aren’t tech. And prob never will be. Pinterest uses data to predict next years trends, and they’re right 80% of the time — The 2024 predictions say we’re not waiting for milestones, we’re celebrating inch-stones. And Shohei Otani’s spot in the Dodgers lineup costs a record $700M — But the true value of Shohei Otani isn’t on the field, it’s in tourism. And...
🍑 “Peach Fuzz of the Year” — Pantone’s color biz. SpaceX’s galactic valuation. Nuuly’s wardrobe test drive.
December 11, 2023 08:00 - 22 minutes - 20.6 MBPantone named Peach Fuzz the color of the year… for 2024 — So we’re looking at the strategy of PreTRENDing: If you predict a trend, does that make it more likely to become a trend? Elon Musk’s SpaceX just hit at a $175B valuation — So we’re looking at how America’s most valuable startup found a space with zero competition (literally). And Rent The Runway was just eclipsed by Urban Outfitters’ clothing rental brand: Nuuly — Because Nuuly turned an outfit test drive into its entire ...
📓 “Work Homework?” — The Take-Home Assignment job trend. GameStop’s Chief Stonk Officer. McDonald’s new CosMc Spinoff.
December 08, 2023 08:00 - 21 minutes - 19.3 MBThe newest restaurant chain in America is “CosMc,” a McDonald’s spin off — It’s taking on Starbucks… and it looks like McDonald’s cousin. GameStop just authorized their CEO to use company money to buy stocks — They turned their CEO into their Chief Investment Officer (and gave him a whole lotta cash). And the # of job applications with take-home assignments is up 87% since 2019 — More companies are making you work… before you start work. $GME $SBUX $MCD Subscribe to our newslett...
👸 “T-Swift IPO” — Taylor’s Person of the Year. Red Lobster’s shrimp-tastrophy. COP28’s world-saving ratio.
December 07, 2023 08:00 - 22 minutes - 21 MBTaylor Swift just became the 1st entertainer to win Time Magazine’s “Person of the Year” — So we’re looking at “T-Swift, Inc.” and why Taylor could IPO. Red Lobster offered endless shrimp for $20… and lost a ton of money because of it — So we jumped into the psychology of the Freebie. And the biggest climate conference of the year, COP28, just highlighted a critical number — We have the ratio that saves the world. $SWFT $ERAS $1989 Subscribe to our newsletter: tboypod.com/newsl...
😘“A Christmas RomCom(merce)” — Walmart’s original TV. Grand Theft Auto vs The Beatles. Millennials’ $500K desire.
December 06, 2023 08:00 - 20 minutes - 19.2 MBWalmart has produced a 23-episode TV show for the holidays — But this Rom-Com is really Rom-Commerce, because every product on the set is for sale. Grand Theft Auto finally published the trailer for GTA 6 — But modern video games don’t make money, they collect taxes. And how much money do you need to be happy? Millennials say $500K/year… which is 3x more than any other generation — So we jumped in TBOY-style to find out why. $WMT $TTWO Subscribe to our newsletter: tboypod.com/ne...
🪩 “Mamma Mia, here we go again” — ABBA/KISS hologram concerts. Alaska’s Hawaiian airplane. Bitcoin’s mosquito rally.
December 05, 2023 08:00 - 21 minutes - 19.8 MB**Merch Drop Alert** Get your holiday TBOY merch today at www.tboypod.com/shop (it’s our best drop yet). The band KISS is launching holograms of themselves to star in future concerts — But ABBA is already doing this… and it’s sold $150M worth of tickets already. Alaska Airlines is acquiring Hawaiian Airlines for $1.9B — To get to Hawaii, you’ll have to go through Alaska. And Bitcoin has surged 150% this year past $42k — Because after a crypto extinction event, Bitcoin is enjoyin...
🍔🚧 “New Big Mac” — McDonald’s Big Renovation. Rover’s puppy sleepover. Charlie Munger’s greatest hits.
December 04, 2023 08:00 - 22 minutes - 20.8 MBMcDonald’s just announced 50 changes to the iconic Big Mac — It’s a huge risk… and it reminds us of a quote in an old Sicilian novel. Rover, the dog-walking app, was just acquired for a shocking $2.3B (that’s ½ a Lyft) — Because Rover pivoted to puppy sleepovers… and away from Mitt Romney. And one of the world’s greatest investors passed away at 99: Charlie Munger, the architect of Berkshire Hathaway — So we whipped up Charlie’s Greatest Hits. $MCD $QSR $BX $BRK.A Subscribe to o...
🚨🎙️🚨 “Our 1st LIVE Show” — Tesla’s Cybertruck delivery. Yelp’s accidental dating app. Mark Cuban’s Las Vegas playbook.
November 30, 2023 08:00 - 28 minutes - 25.7 MBThere’s a shocking new rival facing dating apps: Non-dating apps — Tinder, Match, and Bumble are out, Yelp, Strava, and Duolingo are in. After a 4-year wait, Tesla delivers the very first Cybertrucks today — But Tesla’s Cybertruck was designed like high fashion, not like a pickup truck. And Mark Cuban is selling the Mavericks… and quitting Shark Tank — Because Mark Cuban is whipping open “The Las Vegas Playbook” for Dallas. $TSLA $MTCH $BMBL Subscribe to our newsletter: tboypod...
🦞 “The Lobsterman is an Influencer” — Blue Collar TikTok. Sports Illustrated’s faux-bot. Amazon’s palm-reader.
November 29, 2023 08:00 - 21 minutes - 19.8 MBTickets for tonight’s TBOY Live Show in San Francisco: https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147?aff=oddtdtcreator The newest Influncer trend? Blue Collar workers on TikTok — Because the more digital our lives, the more physical our desires. Sports Illustrated got caught publishing an article written by a fake journalist — So we whipped up Rule #47 for Artificial Intelligence: Robots are fine, Faux-bots aren’t. And Amazon’s newest product rep...
📷😜 “My office feels like a hotel” — Rise of Envy Offices. Billie Eilish’s VC secret. Shopify’s holiday win.
November 28, 2023 08:00 - 22 minutes - 20.6 MBShopify won Black Friday and probably Cyber Monday too, even though you never saw them — Shopify shows the value and the drawbacks of white labeling. The new trend in the workplace is fabulous instagrammable offices — When HR strategies change, so do our office designs. And Indefy is the VC-like finance firm investing in emerging musicians — It’s the new biz model of music: It’s never been bigger, to be smaller. $SHOP $SPOT Subscribe to our newsletter: tboypod.com/newsletter Wa...
🥡 “1st Ozempic Thanksgiving” — Weight Loss leftovers. BOGO’s cyber monday surprise. UNC’s field hockey winner.
November 27, 2023 08:00 - 19 minutes - 17.6 MBThis Thanksgiving you might have noticed the miracle weight loss drugs for the first time — So we looked at what a post-Ozempic world might look like. The most popular promo this Cyber Monday? Buy One Get One Free (BOGO) — But watch out for the terms and conditions on BOGO (they’re sneaky). And UNC just won the national championship in Field Hockey with a 23-year old coach — There’s a management lesson about experience we all need to know. $NVO $DPZ $SHAK Subscribe to our newsle...
🛍️ “Black Friday Football” — Amazon’s TNF trick play. Ocean Spray’s cran-opoly. Microsoft’s OpenAI victory.
November 22, 2023 08:00 - 23 minutes - 21.2 MBAmazon is about to host Black Friday NFL football on Prime — This is the Holy Grail of American Capitalism. The most controversial dish at your Thanksgiving table? It’s cranberries, specifically canned cranberries — So we have to tell you about Ocean Spray’s wild (and surprisingly legal) cranberry monopoly. And the latest twist in the OpenAI drama? The coup has turned into a mutiny — 97% of OpenAI employees have threatened to quit, which reveals the real winner (Microsoft). $MSFT...
🌬️ “Giving up smoke” — Snoop Dogg’s head-fake. Chardonnay’s top-selling grape. Wall Street’s kindness counter.
November 21, 2023 08:00 - 22 minutes - 20.3 MBRemember last week when Snoop Dogg announced he’d given up smoking? — Turns out it was a wild marketing move that just pumped one stock up 15%. 1K acres of Napa wine country just sold for $400M — Because Chardonnay isn’t just a grape, it’s also an insurance policy. And there’s a strange trend this corporate earnings season: A drop in compliments — CEOs are getting fewer kudos, kindness, and compliments than ever right now. $NAPA $BF $DTC $SPY Subscribe to our newsletter: tboypod...
🔥 “The Biggest Firing Since Steve Jobs” — Sam Altman’s shock firing. Red Bull’s F1 win. Old Navy’s resurrection.
November 20, 2023 08:00 - 25 minutes - 23.3 MBOpenAI shockingly fired the man responsible for its $90B valuation: Sam Altman — But 48 hours later, it’s scrambling to rehire him, because AI requires real intelligence. The winner of the big Formula 1 race in Las Vegas wasn’t a car, it was a drink — Red Bull’s racing team turned a cost center into a profit center. And The Gap’s stock just had its best day in its entire history, jumping 30% on Friday — And it’s all thanks to Old Navy (and their new Barbie CEO). $MSFT $MNST $GPS ...
📭 “The business of mail” — USPS’ $6.5B surprise. Amazon’s 1st car sale. TikTok’s TV show.
November 17, 2023 08:00 - 22 minutes - 20.5 MBThe US Post Office just revealed that it lost $6.5B this year — So we’re going to tell you the story, the history, and business model of the mail service… that we all own. For the 1st time ever, you can now buy cars on Amazon.com — Amazon will sell Hyundai cars, but only because Hyundai will put Amazon in its cars. And the creator of “Anchorman” just launched a TV show on TikTok — Because TikTok is now TVtok. $FDX $UPS $AMZN Subscribe to our newsletter: tboypod.com/newsletter W...
🔎 “TV’s surprise #1 show” — NCIS’s Emmy-less glory. Starbucks’ Red Cup Rebellion. Wonder’s new food category.
November 16, 2023 08:00 - 22 minutes - 20.8 MBThe biggest show on TV? It’s crime drama NCIS — The $8B TV show doesn’t win awards, but it gets rewards. Today is Starbucks’ most profitable day of the year: “Red Cup Day” — But also today, Starbucks’ barista union is staging a “Red Cup Rebellion.” And the startup making the biggest moves so far this fall: It’s Marc Lore’s Wonder – Wonder has pioneered a new category in food, “Fast Fine Dining,” by taking a Gap Year. $PARA $WBD $SBUX Subscribe to our newsletter: tboypod.com/news...
🎲 “SportsCenter Casino” — ESPN’s new betting app. De Beers’ diamond vault. Apple’s Google bribe.
November 15, 2023 08:00 - 20 minutes - 19 MBESPN launched its first sports betting app yesterday to crack the dominance of DraftKings and FanDuel — It just might work, media and tech can be teammates. Diamond prices have plummeted 40% this year, so De Beers it’s stockpiling them to prop up prices — Diamonds are forever… but they’re also not forever. Google just accidentally shared an embarrassing number: 36% — That’s the awkward cut Google pays Apple for any revenue made while you surf a Safari browser. $AAPL $GOOG $DIS $P...
🌽 “Xi’s surprise Iowan fam” — China’s President’s Midwestern history. Chipotle’s new robo-veggie chain. Windfarm City’s cancellation.
November 14, 2023 08:00 - 21 minutes - 20.1 MBChina’s President Xi is visiting San Francisco this week to meet President Biden — But his old host family in Iowa from 1985 is the guest of honor, because deals are about relationships. The founder of Chipotle just launched a new vegetarian restaurant chain run by robots: Kernel — But behind the scenes, it’s really a hybrid (like everything else). New Jersey was going to build the biggest offshore wind farm in the US, but Windfarm City just got canceled — Because interest rates ...
🍫 “How KitKat won Japan” — KitKat’s Omiyage strategy. Humane’s iPhone killer. Hot Strike Summer’s sequel.
November 13, 2023 08:00 - 22 minutes - 20.5 MBTickets to TBOY Live in San Francisco here: https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147 Why were $250K of Japanese KitKats just stolen? Because KitKat is a coveted collectible in Japan — KitKat makes over 300 unique flavors that you can only get in specific Japanese towns. Inspired by a Buddhist monk, Humane just unveiled its iPhone killer — Can this hands-free smart device be the post-phone future? And every strike we can think of is now ove...
💁♀️ “Gwyneth goes to Tarjay” — Goop’s hot pivot. Netflix’s LA movie theater. Cruise’s robotaxi brake.
November 10, 2023 08:00 - 21 minutes - 20 MBNetflix spent $70M over 3-years to renovate the most historic movie theater in America — Because there’s corporate *philanthropy* and then there’s corporate *heroism*. Gwyneth Paltrow’s Goop is making a risky move: Launching in Target – She’s trying to stretch the brand from aspirational to accessible. And Cruise robotaxis, the self-driving startup owned by GM, just had its worst month yet — It’s not the mistake they made, it’s how they handled it. $NFLX $TGT $GM Subscribe to ou...
🧝♀️ “Zelda does Hollywood” — Nintendo’s creativity hack. Peak Credit Cards debt. Stephen Colbert’s Google threat.
November 09, 2023 08:00 - 20 minutes - 19.2 MBFollowing the success of the Mario movie, Nintendo confirmed it’s making a Zelda movie next — So we looked into how Mario scales creativity. Americans’ credit card debt just passed $1 Trillion — We explain why credit card debt is the worst kind of debt. And a random line on Stephen Colbert’s Late Show was actually a threat to Google — Because Gen Z doesn’t “google” for something, they “tiktok” it. $NTDOY $GOOG $AMEX $MC $V Subscribe to our newsletter: tboypod.com/newsletter Wan...
💀 “RIP Great Resignation” — Quiet Quitting’s reversal. WeWork’s Bankruptcy. Shein’s ultra-fast IPO.
November 08, 2023 08:00 - 21 minutes - 20 MBWeWork, the company that invented the “hot desk,” has declared bankruptcy — Adam Neumann injured the WeWork, but the real estate market killed it. Shein pioneered ultra-fast fashion and now reportedly wants to IPO at a $90B valuation — To explain Shein’s fashion, we’re going to quote philosopher Friedrich Nietzsche. And the Great Resignation is over. Nobody is quitting anymore — Quiet Quitting has become Loud Lingering. $WE Subscribe to our newsletter: tboypod.com/newsletter W...
🎄 “Christmas Creep” — Holiday sales already here. Bumble’s founder moves on. Warren Buffett’s cash pile.
November 07, 2023 08:00 - 20 minutes - 19 MBNoticed that holiday shopping promotions already replaced Halloween? “Christmas Creep” is happening earlier than ever — Because Early Bird shoppers are the most valuable kind. Bumble’s founder, Whitney Wolfe Herd, is stepping down as CEO — She’s the youngest ever woman to IPO a company… and she did it while defying a law of business. And Warren Buffett just shared one shocking number: $157 Billion — That’s how much cash he’s sitting on right now, because cash has gone from fool to...
🍂 “PSL won the fall” — Starbucks’ record quarter. Sam Bankman-Fried’s lesson. Clorox’s crippled quarter.
November 06, 2023 08:00 - 21 minutes - 20 MBStarbucks’ surged 10% last week thanks to a Pumpkin Spice Latte-powered record quarter — But 20 years ago, the PSL’s creation almost didn’t happen. Sam Bankman-Fried is guilty of “one of the biggest financial crimes in history” — But we noticed the newest red flag in startups… is founder fashion. And a cyberattack on Clorox resulted in massive product shortages last quarter — Because cyberattacks have become like natural disasters. $SBUX $CLX Subscribe to our newsletter: tboypod...
📷 “Would you pay $17 for Instagram?” — Insta’s ad-free subscription. Estée Lauder’s airport surprise. Six Flags’ fun-cquisition.
November 03, 2023 07:00 - 22 minutes - 20.5 MBMeta just launched ad-free Instagram in Europe — But we think Zuck doesn’t want it to work because price ($17/mo) is a signal. Estée Lauder’s beauty stock just plummeted to its lowest level in 6 years — Because it turns out nearly ⅓ of its sales come from airports. And Six Flags just merged with Cedar Fair in an $8B theme park deal — But the real story isn’t the roller coasters, it’s the characters. $FUN $SIX $EL $META Subscribe to our newsletter: tboypod.com/newsletter Want me...
🔌 “Premature Electrification” — The EV Speed Bump. Return of the iPod. Realtors’ $1.8B problem.
November 02, 2023 07:00 - 21 minutes - 19.4 MBElectric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines. The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantly — Because nostalgia follows a 20-year life cycle. And The National Association of Realtors was just found guilty for fixing commissions at 6% — It’s an earthquake for the industry of 1.5M real estate agents. $Z $URBN $TSLA $GM $F $AAPL Subscribe to our newsletter: tboypod.com/new...
🚦 “Elmo got a makeover” — Sesame Street’s new pivot. Target’s theft excuse. JetBlue’s vacation mistake.
November 01, 2023 07:01 - 21 minutes - 19.3 MBSesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast) Target has said all year long that it’s struggling because of 1 thing: Theft (aka “shrinkage”) — But we just got the data from a journalist’s investigation… and Target doesn’t want you to hear it. And JetBlue stock is about to hit an all-time low — Because when all you do is chase trends, you eventually...
🌽 “Disgusting… and delicious” — Candy Corn’s monopoly. Chevy’s final tagline. The White House’s AI.
October 31, 2023 07:01 - 21 minutes - 19.4 MBThe most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff. Chevrolet just unveiled their 7th advertising slogan in 70 years — But this could be Chevy’s final tagline. And The White House just signed an Executive Order on Artificial Intelligence — But Marc Andreessen disagrees with every word of it. $HSY $GM Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod....
🏡 “My landlord is a bot” – AI Landlord surge. Glossier’s Sephora pivot. Amazon’s drone army.
October 30, 2023 07:01 - 21 minutes - 19.3 MBOne big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents. One year ago, Glossier made a big pivot: Going from direct-to-consumer to selling in Sephora stores — It’s how Glossier went from awareness to action. And Amazon won last week’s Big Tech earnings, but we have to talk about the real surprise: Amazon’s Droid Army — Amazon has 750K robots… and some of them now look like humans. $LVMUY $AMZN Subscribe to our ne...
⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.
October 27, 2023 07:01 - 19 minutes - 18.2 MBThe #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making. Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investors don’t look backward, they look forward. And Ford finally reached a deal with the auto union — And it reveals the power of one negotiation tactic: “The Art of Anchoring”. $CELH $MAT $F $SPY Subscribe ...
👑 “Why Microsoft will pass Apple” — A prediction for a new #1. DINKs’ financial win. TikTok’s Cardi B concert.
October 26, 2023 07:01 - 21 minutes - 19.4 MBApple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds. DINK (“Double-Income No Kids”) isn’t just a lifestyle, it’s an economic force — Federal Reserve data shows that DINKs have higher net worth than all other households. And TikTok is hosting a concert headlined by Cardi B — TikTok is building cultural capital to prevent a TikTok ban. $MSFT $AAPL Subscribe to our newsletter...
🤳 “The FOMO Lawsuit” — Meta sued by 41-states. Texas Roadhouse’ resurgence. Kristen Bell’s diaper dilemma.
October 25, 2023 07:01 - 19 minutes - 18.2 MB41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” moment, and it’s because of FOMO. The fastest-growing restaurant in America is Texas Roadhouse — From Applebee’s to The Olive Garden, chain restaurants are enjoying a resurgence. And Kristen Bell & Dax Shephard’s diaper startup, Hello Bello, has filed for bankruptcy — Because there’s a dirty secret about the Direct-To–Consumer business model. ...
🩲 “Skims for Hims” — Kim Kardashian’s growth hack. America’s unpopular debt solution. The NBA’s ticket surge.
October 24, 2023 07:01 - 20 minutes - 19 MBSkims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will have to overcome. America’s budget deficit effectively doubled to $1.7 Trillion this past year — The solution to our debt problem is to make the unpopular… popular. And the NBA tips off tonight with a 60% surge in ticket sales, driven by foreign fans — So found the 3 reasons why basketball is more popular outside the US than on homecourt. $VSCO ...
🐽 “McRib of Wall Street” — The Stock market’s McRib correlation. ESPN’s secret subscription. Amex’s chirp vs churn.
October 23, 2023 07:01 - 21 minutes - 20.1 MBWant to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correlation with Wall Street. For the 1st time ever, Disney just told us ESPN’s financial numbers — We reveal the $7-8/mo secret subscription that every American paid ESPN for years. And Amex just told us 2 things are true: customers are angrier than ever, yet profits are higher than ever — Because customers chirp, but they don’t churn. $SPY $MCD...
⚽👅 “Rolling Stones FC” — Spotify’s soccer jersey. Americans’ stock market record. United’s perfect boarding strategy.
October 20, 2023 07:01 - 22 minutes - 20.2 MBSpotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pay for, publicity is what you pray for. A report from the Fed confirms that average US household wealth grew 36% during the pandemic — One reason why? Americans own more stock than they ever have. And United Airlines says it’s (finally) invented the perfect way to board an airplane — So we gotta talk about a bad business bias: “Status Quo...
🧻 “Can you spare a fancy square?” — Charmin’s new TP. Netflix’s amusement store. George Clooney’s strike.
October 19, 2023 07:01 - 19 minutes - 17.4 MBNetflix just reported earnings, but the real highlight is its newest product: Mini-Theme Parks — Netflix is selling $1,600 wedding dresses to keep you subscribed. Charmin just announced new toilet paper after 100 years of sameness — Finally innovation for TP: it’s the biggest whitespace in business. And the Hollywood Actors’ Strike has gotten so bad, they’re calling in George Clooney — But the biggest impact of the Actor’s Strike is on the blue collar crew. $NFLX $PG $DIS Subscr...
🥇🎒 “The #1 school in America” — The Pentagon’s surprise school. DoorDash’s video-gamer strategy. Goldman’s Apple mistake.
October 18, 2023 07:01 - 19 minutes - 17.6 MBDoorDash just confirmed that ⅓ of their customers play video games for an hour or more per day — So they changed their entire marketing strategy. Goldman Sachs just admitted its biggest mistake: The Apple Card — Because Goldman got blinded by the brand. And the #1 school system in America? It’s run by the Pentagon — Military children get the best education in the country because it pays teachers double. $GS $AAPL $DASH Subscribe to our newsletter: tboypod.com/newsletter Want me...
🌃 “Saturday Night Thrive” — SNL’s YouTubification. Tesla’s 1st ad. The New Party Economy.
October 17, 2023 07:01 - 20 minutes - 18.7 MBSaturday Night Live just began its 49th season on TV, but it’s not a TV show anymore — SNL is a YouTube show. Tesla is facing pressure to do one thing it’s never done before — pay for a Tesla advertisement. And we just got 2 conflicting stats: More people than ever are having dinner at 5pm… and partying after 11pm — It’s the New Party Economy. $CMCSA $TSLA $MC Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.c...
🎃 “Halloween Inc.” — Spirit Halloween’s zombie retail. Microsoft’s house of brands. Costco’s Kirkland clothing.
October 16, 2023 07:01 - 19 minutes - 18.1 MBOdds are you’re getting a costume from Spirit Halloween this week, at one of their 1,400 seasonal locations — But Spirit’s real estate operation follows a strict 3-part calculation. Microsoft just completed its biggest acquisition ever: $69B for video games — Microsoft’s “house of brands” is 2nd in value only to Apple’s “branded house”. And Costco makes more money selling clothing than Lululemon or Ralph Lauren do — And it’s all because Costco’s co-founder believes prices can be ...
🎊 “The end of sneaky fee fees” — California’s fee ban. Teens’ 5 fave products. Reebok’s Chief Shaq Officer.
October 13, 2023 07:01 - 22 minutes - 20.9 MBYou know that extra fee you’re stuck pay at the end when you’re buying concert tickets or a hotel room? California just banned them (starting in June) — Because time is money, a ban on fees saves us $1B. Reebok was huge in basketball when Shaq and Iverson played, so Reebok just hired them — Their corporate job? Influence the influencers. We just got the best survey there is on what teens spend their money on — So we found 5 surprising trends you need to know (spoiler: Buy New Bala...
🍺🍸🥃 “The Triple Crown” — Mexico’s alcohol win. LinkedIn’s 250 newsies. Taylor Swift’s movie revolution.
October 12, 2023 07:01 - 18 minutes - 17.2 MBThis year, Mexican beer, liquor, and cocktails have all hit #1 in America – There are 3 reasons why, and one of them is storytelling (story-selling?). Every social media platform is leaving away from news right now, except for one: LinkedIn — Because LinkedIn has a team of 250 in-house journalists. And Taylor Swift’s concert movie hits theaters tomorrow, expected to be Top 10 opening weekend — It makes us think the future of movie theaters is not movies. $BUD $STZ $MSFT $AMC Sub...
👞👞👞 “You own 3.6 pairs of Birks” — Birkenstock’s IPO day. Roku’s MoneyBall strategy. The most generous billionaire ever.
October 11, 2023 07:01 - 20 minutes - 18.8 MB249-year old Birkenstock goes public today with an IPO — And if “The Lindy Effect” applies, Birkenstock will live *another* 249 years. Roku’s new streaming strategy: Buy leftover TV shows — We call it The Moneyball Strategy: find value in things others don’t. And Billionaire Charles Feeney invented the Duty-Free Store — He passed away yesterday, but not before giving away his entire $8B fortune to charity. $BIRK $ROKU $DUFRY Subscribe to our newsletter: tboypod.com/newsletter W...
🇮🇱 🇵🇸 “From Blockade to Siege” — Gaza’s Economic War. The French Fry Index. Metropolis’ $1.7B parking lot.
October 10, 2023 07:01 - 21 minutes - 19.3 MBAfter the surprise attack from Hamas, Israel is responding with punishing economics — It’s escalating its blockade on the Gaza Strip to a siege. The biggest potato company in America? It’s $13B Lamb & Weston, and its potato stock is at an all time high because we’re ordering more fries — Call it the French Fry index: The purest measurement of consumer confidence. And the biggest VC fundraise of the year is $1.7B for a parking lot — Metropolis is using billions to techify 3,300 par...
🛞 “Restaurants sell Tires” — Michelin’s Guide’s wild history. Meta’s AI celebs. ExxonMobil’s OPEC-killer.
October 09, 2023 07:01 - 22 minutes - 20.3 MBThe Michelin Guide is expanding from restaurants to hotels — This tire company (Michilin) getting into travel guides is one of the great stories of marketing history. To make AI happen, Meta launched 26 celebrity-based chatbots who look and interact like real people — Zuck paid the celebs millions, proving that AI fortunes favor the huge. And ExxonMobil is reportedly planning its biggest acquisition since… Exxon acquired Mobil — The $60B deal would make ExxonMobil the 4th biggest...