🍦 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.
It’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya: There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better.
Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3.
And Tipping has reached a tipping point and we found the culprit: Toast — Toast’s payments tablets have turned “Tip Creep” into “Tip Fatigue” and now a “Tip Turnaround.”
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$SKX $NKE $ADDYY $TOST $UL
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