The Best One Yet - ⚽👅 “Rolling Stones FC” — Spotify’s soccer jersey. Americans’ stock market record. United’s perfect boarding strategy.

Spotify 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 Bias.” 


$SPOT $UAL $SPY

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The Best One Yet - 🧻 “Can you spare a fancy square?” — Charmin’s new TP. Netflix’s amusement store. George Clooney’s strike.

Netflix 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


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The Best One Yet - 🥇🎒 “The #1 school in America” — The Pentagon’s surprise school. DoorDash’s video-gamer strategy. Goldman’s Apple mistake.

DoorDash 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


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The Best One Yet - 🌃 “Saturday Night Thrive” — SNL’s YouTubification. Tesla’s 1st ad. The New Party Economy.

Saturday 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


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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 - 🍺🍸🥃 “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 - 🇮🇱 🇵🇸 “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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