The Best One Yet - 🔎 “TV’s surprise #1 show” — NCIS’s Emmy-less glory. Starbucks’ Red Cup Rebellion. Wonder’s new food category.

The 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


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The Best One Yet - 🎲 “SportsCenter Casino” — ESPN’s new betting app. De Beers’ diamond vault. Apple’s Google bribe.

ESPN 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 $PANDY


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The Best One Yet - 🌽 “Xi’s surprise Iowan fam” — China’s President’s Midwestern history. Chipotle’s new robo-veggie chain. Windfarm City’s cancellation.

China’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 are kryptonite for long-term projects.


We have a few more tickets to TBOY Live in San Francisco herehttps://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147


$CMG $GE


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The Best One Yet - 🍫 “How KitKat won Japan” — KitKat’s Omiyage strategy. Humane’s iPhone killer. Hot Strike Summer’s sequel.

Tickets 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 over — But after Hot Strike Summer, comes the sequel: Jealous Job January.


$HSY $NSRGY $AAPL $UPS $DIS


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The Best One Yet - 💁‍♀️ “Gwyneth goes to Tarjay” — Goop’s hot pivot. Netflix’s LA movie theater. Cruise’s robotaxi brake.

Netflix 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


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The Best One Yet - 🧝‍♀️ “Zelda does Hollywood” — Nintendo’s creativity hack. Peak Credit Cards debt. Stephen Colbert’s Google threat.

Following 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


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The Best One Yet - 💀 “RIP Great Resignation” — Quiet Quitting’s reversal. WeWork’s Bankruptcy. Shein’s ultra-fast IPO.

WeWork, 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 


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The Best One Yet - 🎄 “Christmas Creep” — Holiday sales already here. Bumble’s founder moves on. Warren Buffett’s cash pile.

Noticed 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 cool.


$BMBL $MTCH $BRK.A $TGT $WMT


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The Best One Yet - 🍂 “PSL won the fall” — Starbucks’ record quarter. Sam Bankman-Fried’s lesson. Clorox’s crippled quarter.

Starbucks’ 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 â€” Because cyberattacks have become like natural disasters.


$SBUX $CLX


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The Best One Yet - 📷 “Would you pay $17 for Instagram?” — Insta’s ad-free subscription. Estée Lauder’s airport surprise. Six Flags’ fun-cquisition.

Meta 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


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