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šŸ”„ Our Best Takeaways of 2023

And the Most Roman, Most G.O.A.T...

This is Nick. This is Jack. And it’s pencils down for 2023. So here’s our Top 25 Takeaways of 2023…

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 In No Particular Order…

  1. The Chillest Takeaway Yet

ā¤ļø Nike has produced 90 episodes of fitness videos, for Netflix…Because when you own habits, you own heartbeats (ā€œNetflix’s Nike kissā€ from 1/3)

  1. The Most HR Takeaway Yet

šŸ”„ The outgoing CEO of Levi’s biggest regret was not firing more people…Hire slow, Fire Fast (ā€œLevi’s over-firing strategyā€ from 9/28)

  1. The Mightiest Takeaway Yet

šŸ’Ŗ Google has declared code-red to defeat or destroy ChatGPT, because Monopolies are almighty, but they’re not immortal (ā€œGoogle’s ā€˜code redā€™ā€ from 1/4)

  1. The Most-NYE-Appropriate Takeaway Yet

šŸø White Claw saw your spiked seltzer, raised you a vodka…and it’s doing both with a simple recipe for success: 1 part novel, 1 part familiar (ā€œWhite Claw’s pivot to Vodka Cocktailsā€ from 3/23)

  1. The Most Hard-Boiled Takeaway Yet

🄚 Cal Maine is loving every bit of this egg-flation situation...Supply/Demand giveth, but supply/demand taketh away  (ā€œThe Egg-Flation situationā€ from 3/31)

  1. The Least Lonely Takeaway Yet

šŸ‘Æā€ā™€ļø ChatGPT learned how to hear, see, and talk. And iPhone guy is reportedly turning it into a chatpod…The Companionship Economy of AI may require more than an iPhone (ā€œChatGPT’s physical chatpodā€ from 9/28)

  1. The Most Potential per Takeaway Yet

āŒšļø The Natural Cycles App and Apple Watch got FDA approval to tell you when you’re fertile…Platforms are all about potential (ā€œNatural Cycles’ fertility watchā€ from 9/20)

  1. The Most Elemental Takeaway Yet

šŸ§šā€ā™€ļø Pixar hoped to break their losing streak with its new movie Elemental…How do you break out of a slump? Trust your process (ā€œPixar’s missing magicā€ from 6/20)

  1. The Most Exciting Takeaway Yet

😬 Lionel Messi was reportedly offered the biggest salary ever (sports or otherwise). But he turned it down…because salaries are stable, and equity is exciting (ā€œLionel Messi’s soccer equityā€ from 6/9)

  1. The Most Positive Takeaway Yet

šŸ“ˆ Maxwell House invented what was thought to be un-inventable: an instant iced latte...it’s the 80/20 Rule: 80% of your positive outcomes come from just 20% of the inputs (ā€œHot vs. Cold Coffeeā€ from 7/31)

  1. The Cheesiest Takeaway Yet

 šŸ§€ Domino’s dragged all the pizza stocks down with it because of a delivery cheese problem…Fees are like Cheese, a fee-based business eventually goes sour (ā€œDomino’s delivery problemā€ from 2/28)

  1. The Gen Z-est Takeaway Yet

šŸ§‚ Urban Outfitters’ clothing rental biz, Nuuly, passed Rent The Runway in customers…because a Second Shaker can beat a First Mover (ā€œUrban Outfitters’ rental winā€ from 3/27)

  1. The Most Uncomfortable Takeaway Yet

šŸ– Vow grew lab-grown mammoth, for us to eat… because to make you comfortable, they started with the uncomfortable (ā€œVow’s lab-grown mammoth meatballsā€ from 3/30) 

  1.  The Most Extra Takeaway Yet

šŸ„‘ Chipotle raised prices by 10% over the past year, and enjoyed more customers, not less…It’s Love-flation: Ya love a specific product so much, ya keep paying more (ā€œChipotle’s Love-flationā€ from 4/27)

  1. The Most Roman Takeaway Yet

šŸ‘‘ AT&T stock is at a 30-year low on a WSJ-led cable investigation…Empires fall (ā€œAT&T’s lead empireā€ from 7/19)

  1.  The Most Calculated Takeaway Yet

šŸ“Shopify is using a meeting cost calculator to show employees the price of a 30-minute meeting — You can’t manage what you can’t measure (ā€œShopify’s meeting calculatorā€ from 7/17)

  1. The G.O.A.T. Takeaway

🐐 Trader Joe’s unveiled their Product Hall of Fame…Great brands have fans, and fans need nurturing (ā€œTrader Joe’s Hall of Fameā€ from 2/6)

  1. The Most Seductive Takeaway Yet

šŸ’‹ JP Morgan is in the credit card airport lounge business, with the 1st one in Boston…Never underestimate the seduction of vanity (ā€œChase does Loungesā€ from 7/24)

  1. The Most Goliath Takeaway Yet

šŸ‘‘ Amazon, Microsoft, and Meta are ganging up to create a 3rd map app…Our tech giants don’t like each other, and that’s a good thing (ā€œBig Tech’s new map appā€ from 7/27)

  1. The Most Philosophical Takeaway Yet

 šŸ”ŽThe ā€œDating Wrappedā€ TikTok trend dives into daters’ dating data…because a life not examined is not a life worth living (ā€œDating Wrapped’s love philosophyā€ from 12/15)

  1. The Takeaway we had to choose

🫵 American Express increased fees and cut perks, leading to record profits…We call it ā€œTINAā€: There Is No Alternative (ā€œAmex’s chirp vs churnā€ from 10/23) 

  1.  The Most Fortunate Takeaway Yet

šŸ† Skims became a $4B company headed to IPO in 2024…Because fortune favors the fast (ā€œSkims’ $4B undiesā€ from 7/20) 

  1. The Most Consistent Takeaway Yet

āš”ļø Celsius, the energy drink stock surged 4,000% in 5 years…An overnight success is 20 years in the making (ā€œCelsius’ lucky surgeā€ from 10/27) 

  1.  The Bey Takeaway Yet

šŸ Beyonce’s Ivy Park line underperformed for Adidas, but she’s got paid anyway…If you like it then you better put some upside on it (ā€œBeyonce’s Adidas dramaā€ from 2/9)

  1. The Takeaway that goes without saying

šŸ™Š Single people are finding love not on dating apps, but through non-dating apps…It’s just like our 5th grade English teacher taught us: It’s best to show, not tell (ā€œYelp’s accidental dating appā€ from 11/30) 

And one more thing. We decided to try something new this holiday: 5 bonus episodes on 5 unique themes from this year.

Pairs perfectly with a loooong holiday trip back home šŸ‘Œ

—Nick & Jack

FYI, the writers of this newsletter own stock of Apple, Google, Microsoft, Chipotle, Disney, and Netflix.

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