Author: Nick & Jack Studios

Party City’s stock dropped 67% after a brutal Halloween and helium crisis, so we’re looking at what issues it can actually control. Zillow has pivoted from just exposing real estate prices to also buying homes — that’s a big and risky bet. And with Gap’s CEO getting fired last week, 2019 has become a record year for CEOs losing/leaving their jobs. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Airbnb’s suffering a sudden trust crisis so it’s responding proactively(ish) with a bold move: Verifying all 7 million of its listings by next year. Coca-Cola’s trying to succeed in the flavored sparkling water market (again) with an aggressive anti-LaCroix move — caffeinated sparkling water for your mornings. And Toyota is the profitable surprise among Japanese car companies because it hates “muda.” A lot. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

An Uber Eats job posting revealed that it’s further monetizing the food delivery app by sticking ads into the search results for “pizza”. Grocery chain Kroger hasn’t recovered from Amazon’s acquisition of Whole Foods, so its Operation Restock recovery plan may involve a clever pricing strategy with Microsoft. And Xerox may acquire HP, which is three times bigger than it. We’re looking at how that’s possible. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Match Group shares dropped because it’s not as ambitious about the upcoming holidays as investors wanted — so we looked at Hinge and its adorable new mascot. Peloton’s numbers outperformed what analysts expected, but the stock still dropped because Wall Street can be irrational. And Wag is our “Almost Unicorn of the Day” whose jumbo fundraise from a key WeWork investor hasn’t helped. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Uber lost a shocking $1.2B last quarter, but now it’s hoping/planning to hit profitability in 2021 (same as Lyft). Under Armour is suffering from a sudden accounting investigation, but the real issue is with its core business, and its sneakers. And Walmart launched alcohol pickup (and some delivery) across 2,000 stores because it can’t beat Amazon on price. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Remember when we mentioned Google could acquire Fitbit last Friday? It did. So we’re looking to understand why Google’s paying almost double the normal stock price. Insurance giant AIG doesn’t like catastrophes, and last quarter had fewer than expected. And electric toothbrush startup Quip just launched a floss that turns the razor/razorblade pricing model on its head. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dunkin’ shares popped 6% after it spent the last 3 months amping up its 4-part game plan for fast food innovation. Apple’s earnings revealed that it’s becoming a wearables company, powered by AirPods and Apple Watches. And World Wrestling Entertainment stock plummeted 16% as its Middle East TV dreams get crushed. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jack Dorsey just took a jab at Mark Zuckerberg by banning political ads from Twitter, via tweet. Peloton rival Mirror snagged $34M in fresh funding from Lululemon, Karlie Kloss, and Steve Cohen’s hedge fund, so we’re looking at who could buy them. And Fiat Chrysler and Peugeut are planning to merge to create Earth’s 4th biggest car company, because merged car companies live longer. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We just realized today’s Snacks has a delivery theme. GrubHub stock lost nearly half its value because the CEO thinks you’ve been “promiscuous” with your late-night food delivery. Amazon goes with the nuclear option by launching free grocery delivery for all prime members. And Lockheed Martin just got an expensive order for F-35 fighter jets from the Defense Department. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sir Richard Branson’s Virgin Galactic just became the first ever space tourism IPO, but investors don’t have anything to compare this to. Beyond Meat enjoyed its 1st ever profit, but the stock still dropped 10%. And Tiffany’s received a $14.5B acquisition proposal by French luxury leader LVMH because they’re a complementary couple. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.