The Best One Yet - BONUS 👗 “The Fashion Pod” — Our Best Fashion stories yet from 2023

A 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 merch is the new moat.

3) Allbirds, a story from July 18th: Allbirds created the weirdest shoe of 2023 — We introduce the weirdness rule of fashion, and whether Allbirds violated it.


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The Best One Yet - BONUS 🎂 “The Food Pod” — Our Best Food stories yet from 2023

A 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 May 30th: How a country used food to boost trade — South Korea used “Calorie Capitalism”.


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The Best One Yet - 🎅 “Claus Industries” — Santa’s $11 Trillion biz. Stocks’ record highs. Dating Wrapped’s love philosophy.

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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 about Dating Wrapped? — The #1 trend on TikTok is analyzing your year in dating, and it reminds us of a quote from Socrates.


$NICE $SPY $SPOT


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The Best One Yet - 🧸 “Soft Bear Energy” — Build-A-Bear’s surge. Netflix’s naked data. Fossil Fuel’s End.


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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 the spreadsheet below 

)


Netflix’s 1st Viewership Reporthttps://assets.ctfassets.net/4cd45et68cgf/1HyknFM84ISQpeua6TjM7A/97a0a393098937a8f29c9d29c48dbfa8/What_We_Watched_A_Netflix_Engagement_Report_2023Jan-Jun.xlsx


$BBW $NFLX $XOM


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The Best One Yet - 🤓 “Spreadsheet MVP” — Excel World Championships. Google’s App Store guilt. Hallmark’s movie monopoly.

The 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


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The Best One Yet - 👄 “SmileDirectFlub” — SmileDirectClub’s shutdown. Pinterest’s Trend Forecast. Shohei Ohtani’s $700M economy.

SmileDirectClub 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 Japan.


$PINS $SDCCQ


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The Best One Yet - 🍑 “Peach Fuzz of the Year” — Pantone’s color biz. SpaceX’s galactic valuation. Nuuly’s wardrobe test drive.

Pantone 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 business.


$DHR $SHW $RTR $TSLA


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The Best One Yet - 📓 “Work Homework?” — The Take-Home Assignment job trend. GameStop’s Chief Stonk Officer. McDonald’s new CosMc Spinoff.

The 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


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The Best One Yet - 👸 “T-Swift IPO” — Taylor’s Person of the Year. Red Lobster’s shrimp-tastrophy. COP28’s world-saving ratio.

Taylor 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


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The Best One Yet - 😘“A Christmas RomCom(merce)” — Walmart’s original TV. Grand Theft Auto vs The Beatles. Millennials’ $500K desire.

Walmart 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


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