“Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and it’s about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but it’s struggling to develop more games while working from home.
“Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big.
“How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever.
About The Show
Digestible financial news. Get smarter fast with an entertaining breakdown of our top 3 business stories in 15 minutes. Pairs perfectly with your commute, workout, or morning oatmeal ritual. Hosted by Jack Kramer and Nick Martell.