The Best One Yet - 🎃 “Halloween Inc.” — Spirit Halloween’s zombie retail. Microsoft’s house of brands. Costco’s Kirkland clothing.

Odds 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 like a drug.


$COST $MSFT $TGT


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The Best One Yet - 🎊 “The end of sneaky fee fees” — California’s fee ban. Teens’ 5 fave products. Reebok’s Chief Shaq Officer.

You 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 Balance, eat Goldfish, and never Venmo).


$LIVE $NIKE $AMZN $SQ


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The Best One Yet - đŸșđŸžđŸ„ƒ “The Triple Crown” — Mexico’s alcohol win. LinkedIn’s 250 newsies. Taylor Swift’s movie revolution.

This 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


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The Best One Yet - 👞👞👞 “You own 3.6 pairs of Birks” — Birkenstock’s IPO day. Roku’s MoneyBall strategy. The most generous billionaire ever.

249-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


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The Best One Yet - đŸ‡źđŸ‡± đŸ‡”đŸ‡ž “From Blockade to Siege” — Gaza’s Economic War. The French Fry Index. Metropolis’ $1.7B parking lot.

After 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 parking garages (just 1 problem: But garage owners).


$LW $SPY


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The Best One Yet - 🛞 “Restaurants sell Tires” — Michelin’s Guide’s wild history. Meta’s AI celebs. ExxonMobil’s OPEC-killer.

The 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 oil-producing (country) on Earth.


 $MGDDY $XOM $META


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The Best One Yet - đŸ„€ “Huge Millennial Water Bottle” — Stanley’s tumbler surge. The Ozempic Effect. Shrek’s music stock.

The #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “minnovation”.

Ozempic is already being used by a shocking number of people — It’s not just a weight loss drug. It’s changing the entire economy.

And you can now buy stock in Shrek (literally the music from the movie Shrek) — It’s financial memorabilia for which we’re happy to pay an emotional premium.


$NVO $HPGSF


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The Best One Yet - đŸ€–đŸƒđŸ» “AI Forrest Gump” — Tom Hanks’ deepfake drama. World Cup’s 2030 dictator decision. Airbnb’s Pre-Apology Tour.

FIFA just announced the 2030 World Cup hosts
 sorry 6 different countries as co-hosts — Because sports has a Dictator Problem.

Airbnb is facing more challenges right now than it ever has – So Airbnb’s going on a Pre-Apology Tour.

And Tom Hanks just went on Instagram to warn you: The Tom Hanks video you’re seeing isn’t really him — Artificial Intelligence had its Tom Hanks moment.


$ABNB $META


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The Best One Yet - 💰 “Geniuses are eccentric. So are frauds” — SBF’s trial begins. Mean Girls on TikTok. Millennials’ financial win.

Sam Bankman-Fried’s criminal trial just kicked off with some wild details ($55M for Tom Brady to work 20 hours?) — But we noticed some similarities between geniuses and frauds.

You can now watch the entire “Mean Girls” movie
 via 23 TikTok posts — It’s a prime example of how we prefer snacking on content.

And everyone rips on Millennials for being financially behind previous generations — But Millennials are ahead on retirement savings, thanks to the “auto-401k”.


$PARA $BTC $ETH


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The Best One Yet - 🧾 “Toy-vasion” — Toys ‘R’ Us’ land-air-sea plans. Covid’s Nobel Prize. Sphere’s U2 concert.

Toys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, it’s also a mindset.

The Nobel Prize was awarded to 2 scientists who invented the mRNA platform — But the surprise winner of the COVID vaccine is UPenn.

And the Sphere in Las Vegas just hosted its 1st concert, so the stock popped 15% — This 8th wonder of the world highlights a new phenomenon: “Second-Screening.”


$SPHR $AMC $MRNA $PFE


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