This is Nick. This is Jack. And we know where you might be reading this from. Rhymes with “shmorcelain prone,” the ultimate place for relief when you really need it. That second part is why we’re intrigued by a new San Diego startup offering an on-demand rent-a-potty. For $15, you get 15 minutes to let it out. The lavatory is a lucrative biz in a hydrated economy. More on fluids in just a sec…

Was this newsletter forwarded to you? Subscribe here to get TBOY 3x/week every week.

1) The 2030 FIFA World Cup Will Have 6 Winners

FIFA announced Wednesday that a surprise 6 countries will co-host the 2030 Men’s World Cup. It’s all to “unite the world” and mark 100 years of Americans asking their international friends if a red card is bad. 6 countries, 1 cup…

• The details: Morocco, Portugal, and Spain will co-host the tournament. And Uruguay, Paraguay, and Argentina will each host an opening match (FYI, Uruguay won and hosted the OG WC in 1930). 🇪🇸 🇵🇹 🇲🇦 🇦🇷 🇺🇾 🇵🇾

This is a screamer: Every World Cup for the last century has been hosted by just 1 country (with the exception of Japan and South Korea going halfsies in 2002). To warm up for 2030, the 2026 World Cup will be a three-country affair among Canada, Mexico, and the US of A. And the Women’s World Cup was just held in New Zealand and Australia.

The Takeaway →

Co-hosting is the cure for sports dictatorship. Some geopolitically…awkward…countries* have hosted major sporting events like the Olympics and World Cup lately, enjoying the reputation boost that comes with it. But democracies have a tough time doing the same, since the mega-expense of hosting is hard to justify to voters (who are harsher than figure skating judges). That’s why we're bullish on the co-hosting come-up as a fix for global sports on the political stage.

*Olympics: Beijing ‘08, Sochi ‘14, Beijing ‘22. FIFA World Cup: Russia ‘18, Qatar ‘22.

2) Welcome to the Ozempic Economy

In just the 4th quarter of last year, a whopping 3% of Americans were prescribed Ozempic and similar drugs. The diabetes drug turned trendy weight-loss shot is doing more than changing peoples’ appetite for a second serving of Nana’s pumpkin pie. It’s influencing the whole economy.

To refresh: Ozempic and its pharma lookalike Wegovy reduce appetite, and it turns out tons of Americans want self control in front of a charcuterie board. Surges in interest for the drugs (and their potential for getting covered by health insurance someday) led Ozempic owner Novo Nordisk to become the #1 most valuable public co in Europe.

And that Ozempic Effect is hitting the economy:

• 🛒 Grocery stores: Walmart said it’s seen a “slight pullback” in the number of calories shoppers are stocking in their carts.

• ✈️ Airlines: United Airlines could reportedly save $80M a year if the average passenger lost 10 pounds.

• 🥐 Snacks: Cheez-Its’ parent co said it’s tracking whether weight-loss drugs might make a dent in sales.

• 🏋️ Weight-loss industry: WeightWatchers and Nutrisystem could be prepping for a pivot.

The Takeaway →

Disruption affects an industry, but revolution affects an economy. While Uber disrupted an industry, the iPhone revolutionized more than just phones. That’s a key difference. Ozempic’s impact looks like the latter. This weight loss drug isn’t just disrupting dieting, it’s affecting entire other industries, from superstores to airplanes.

3) How 1 Tweak Made Stanley a Hydration Icon

Stanley’s president spilled the tea 1 key reason sales of its Quencher tumbler jumped 275% last year to become the water bottle of the moment.

A water-containing icon: The Stanley Quencher is the steel vessel that can keep your coffee hot and your cold brew cold. This year, it’s even been featured in Barbie, Ted Lasso, Yellowstone…A-list status.

Why it does ‘swell? The mug was invented by Yale grad and welding aficionado William Stanley in 1913. And for most of its 100 years in business, Stanley sold the Quencher in just 4 colors that only Uncle Larry would buy. But in 2020, 1 change spiked sales:

• 🥤Stanley added colors cream and desert sage in 2020.

• 🥤 Then 10 more hues in 2021...and now they’re up to 2 dozen (we’re partial to citron).

• 🥤 Those colorful additions worked—and proved reusable water bottles are as much about fashion as hydration.

The Takeaway →

Mini-innovations (minnovations?) are still innovations. Stanley made a marginal improvement it had overlooked for 100+ years: add more colors. No R&D required. All it took to quadruple sales and become the No. 1 accessory of TikTokers everywhere was a mini-innovation with a pop of color.

👷 It’s Jobs Report Friday. Remember: Our last Unemployment Rate number was 3.8% in August.

🏌️ ESPN acquired the TV rights to TGL, Rory McIlroy and Tiger Woods’ startup indoor golf league. The debut match will air the night after the College Football title game.

🎂 The Cheesecake Factory may be the key to mall success—92% of financially healthy malls have one, and 72% of unhealthy ones don’t.

❄️ The winter forecast is here. The Northeast will see more snow than last season, while the Midwest will get less than ½ of last year’s snow. The South will…not get snow.

🤦 Rivian stock fell more than 20% yesterday after the company announced plans to raise $1.5B of debt.

🔈 Amazon is muting Amp (its live DJ audio-streaming app).

🍺 Beer manufacturer Constellation Brands said beer sales jumped last quarter thanks to the fighting spirit of Modelo.

🛻 All 85 scholarship players on University of Utah football team are getting a Dodge Ram truck for free. We just got free chocolate milk when we played, but we’re not salty.

🧑‍🚀 Prada is collabing with NASA on space suits. And it’s World Space Week.

🛖 On the pod today: You can now buy stock in the Shrek soundtrack. I’m eatin’ waffles.

And one more thing. We’ve got a drawer with a Nalgene, two Swells, and a couple Stanleys. Got a better mug option?

And while you’re at it, what else would you like to see in the newsletter? Hit reply and let us know. 🙌 🙌

—Nick & Jack