Winner: Brands You’ve Never Heard Of

June 22, 2017

Winner: Niche brands, which are grabbing share from established CPG enterprises.

Winner: Zola, a startup that disrupted the wedding registry industry by getting digital right.

Loser: Remote workers. IBM will no longer let staff telecommute, following in the footsteps of Bank of America and Aetna.

Plus, how Scott really spends his workday.

(0:23) “CPG Growth Leaders,” IRI, March 2017.
(0:40) “Online CPG Industry Report,” 1010Data, March 2017.
(0:53) L2 Digital IQ Index: Personal Care, May 2017.
(1:20) L2 Insight Report: Retail: Wedding Registries, May 2017.
(1:50) “IBM, a Pioneer of Remote Work, Calls Workers Back to the Office,” The Wall Street Journal, May 2017.

Episode 130

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Scott Galloway: In Marketing, Creepy Means Relevant

June 15, 2017

Loser: Facebook, which keeps messing up ad metrics and is refunding advertisers. In contrast, Google can now tell when you watch an ad and then go to a store to buy the product.

Winner: Best Buy, an oasis in the retail sector's desert of bad news. The brand grew its US online sales 23% as in-store sales declined.

Winner: Airbnb, which gets more traffic than any hotel brand or metasearch site. Prediction: Airbnb will be worth more than Uber by the end of this year.

Winner: Ayahuasca, the hallucinogen gaining mainstream appeal. Scott tries it out.

(0:14) “FAQ: Everything Facebook Has Admitted About Its Measurement Errors,” Marketing Land, May 17, 2017.
(0:14)“An Update on Metrics and Reporting,” Facebook Newsroom, November 2016.
(0:14) “Facebook Strikes Back At Marketers Suing Over Inflated Video Metrics,” MediaPost, June 8, 2017.
(0:34) “Google Expands Ad Tracking In The Real World,” CNN, May 2017.
(1:00) “Google Adds YouTube to Suite of Ad Tools Tracking Retail Sales,” Bloomberg, May 2017.
(1:28) "Best Buy Defies Retail Doldrums, Posting Higher Sales," The Wall Street Journal, May 2017.
(1:32) “Best Buy (BBY) Stock Surges on Q1 Earnings & Revenue Beat,” Zacks, May 2017.
(1:35) “Best Buy’s Surge In Online Sales Shows It Won't Be Toppled By Amazon,” CNBC, August 2016.
(1:35) “Best Buy Reports Better-Than-Expected Fourth Quarter Earnings,” Best Buy, March 2017.
(2:06) “Airbnb Traffic Surges, Surpassing Older Brands,” eMarketer, May 2017.
(2:16) “Airbnb Closes $1B Round At $31B Valuation, Profitable As Of 2H 2016, No Plans For IPO,” TechCrunch, March 2017.
(2:16) “How Uber’s Funding and Valuation Stack Up Against Competitors Like Didi and Lyft,” recode, May 2017.

Episode 129

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Scott Galloway: Why Technology Is Irresistible

June 8, 2017

Loser: All of us addicted to the numerous screens in our lives. Guest star Adam Alter, NYU marketing professor and author of Irresistible, discusses what makes our devices so hard to put down.

(0:18) “Smartphone Addiction Tightens Its Global Grip,” Statista, May 2017.
(0:26) eMarketer, February 2016.
(0:31) “Dealing With Devices: The Parent-Teen Dynamic,” Common Sense Media, May 2016.

Episode 128

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Scott Galloway: This Technology Kills Brands

June 1, 2017

Winner: Voice technology, which is accelerating the decline of brand.

Loser (again): Brands as Amazon and Walmart compete to lower prices.

Loser: TV networks, which are getting desperate as views keep declining.

(0:26) “The Rise of Voice Platforms - Comparing Voice Related API’s,” Christian Rebernik, February 2017.
(1:01) L2 Analysis of Keyword Tool IO Data.
(2:13) and Alexa.
(3:54) “‘Roseanne’ Revival in the Works,” The Hollywood Reporter, April 2017.
(4:00) Nielsen.
(4:09) “NBC Wins 2016-17 Season In Ratings Demo; CBS Takes Total Viewers,” Deadline Hollywood, May 2017.

Episode 127

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Scott Galloway: The Retailer Growing Faster Than Amazon

May 25, 2017

Winner: Ferrari, whose margins are on par with Apple and Hermes. But the real winner may be Apple, the only tech company to become a luxury brand.

Winner: Ulta, the beauty retailer growing faster than Amazon thanks to its omnichannel strategy.

Winner or loser? Microsoft, which still powers 90% of desktop computers, although installs have been slower than anticipated.

Plus, Scott strikes a pose.

(0:07) “Ferrari Surges to Apple-Like Margins With $2.1 Million Car,” Bloomberg, May 2017.
(1:08) YCharts, May 2017.
(1:08) “Amazon vs Walmart Revenues and Profits 1995-2014,” R&P, July 2015.
(1:08) “Amazon Annual Income Statement (NASDAQ:AMZN),”, May 2017.
(1:17) “Beauty: Ulta Unlocked,” L2, Inc., May 2017.
(1:23) Bloomberg.
(1:26) “Ulta Is the Brick-and-Mortar Retail Beauty Queen,” Business of Fashion, March 2017.
(1:44) Euromonitor International.
(1:49) “Profiles of Un-Amazon-Able Businesses + CowenVision Video,” Cowen, May 2017.
(1:55) “How Ulta CEO Repositioned Company For Big Success,” Chicago Tribune, March 2017.
(2:22) “Global Operating Systems Market Share For Desktop PCs, From January 2012 To July 2016,” Statista.
(2:22) “Windows XP Is Still The Most Popular Operating System In The World,” Business Insider, May 2015.
(2:30) “Windows 10 Now Runs On 500 Million Active Devices,” VentureBeat, May 2017.
(2:49) “Chart: Here’s How 5 Tech Giants Make Their Billions,” Visual Capitalist, May 2017.

Episode 126

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Scott Galloway: Tesla’s Biggest Innovation

May 18, 2017

Winner or loser? Tesla, which is trading at almost six times revenue. The brand's biggest innovation is not its electric engine, but its proximity to the consumer.

Winner: Brands mining data about users' digital behavior to create physical products. Based on data gleaned from their apps, Airbnb just launched a print magazine and transit app Citymapper is launching its own bus service.

Winner: Apple, the first company in the US to cross an $800 billion market capitalization. Here's what Apple should do with all that cash.

Loser: Every apparel brand blaming Amazon for its woes. Fast fashion is just as responsible for retail's decline.

(0:08) Yahoo Finance.
(0:12) “Tesla Surpasses Ford As Stock Zooms to Record,” MarketWatch, April 2017.
(0:38) “Tesla Spends Just $6 Per Car In Advertising,” Teslarati, July 2016.
(0:38) AdAge Datacenter.
(0:50) “Airbnb Teams With Hearst on Magazine Guided by Travel Site’s Data,” The Wall Street Journal, May 2017.
(1:08) “Introducing the Citymapper Smartbus,” Citymapper, 2017.
(1:14) “London’s Pop-Up Bus,” YouTube, May 2017.
(1:25) Y Charts, May 16, 2017.
(1:28) “Apple's Cash Hoard Swells To Record $246.09 Billion,” CNBC, January 2017.
(1:29) “Denmark GDP and Economic Data,” Global Finance, May 2017.
(1:49) “Do You Hear That? It Might Be the Growing Sounds of Pocketbooks Snapping Shut and the Chickens Coming Home,” AEIdeas, August 2016.
(1:49) Irrational Exuberance, Robert Shiller.
(2:12) “Amazon Struts Its Fashion Ambitions — Department Stores Notice,” The Seattle Times, May 2016.
(2:25) CNBC, August 2016.

Episode 125

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Scott Galloway: The Next Facebook

May 11, 2017

Loser: Facebook, which is rapidly being eclipsed by Instagram.

Winner or loser?, the failed content farm trying to reinvent itself as a collection of niche sites called Dotdash.

Loser: Millennials missing the boat on investing. As many as 80% are not investing in the stock market.

(0:23) “Instagram’s Rapid Attack On Snapchat, In One Chart,” Business Insider, April 2017.
(0:23) “Snap Inc. Reports First Quarter 2017 Results,” Snap Inc. May 2017.
(0:27) “Instagram Now Has 700 Million Monthly Users,” Adweek, April 2017.
(0:41) Yahoo Finance, May 5, 2017.
(0:47) “ Changes Its Name to Dotdash,” The Wall Street Journal, May 2017.
(1:19) “Confirmed: IAC Has Bought From The New York Times For $300M In Cash,” TechCrunch, August 2012.
(1:24) “Stock Market Investing is for Old, White Men, According to More Than Half of Millennial Women,” Stash, March 2016.
(1:32) “Investment Insights: Asset Class Return,” BlackRock, 2017.
(1:39) “Robinhood Stock-Trading App Confirms $110M Raise At $1.3B Valuation,” TechCrunch, April 2017.
(1:48) “Millennial Investors Are Getting Smoked On A Tech Stock That’s Crashing,” Business Insider, May 2017.
(1:52) Yahoo Finance, May 2017.

Episode 124

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Scott Galloway: Amazon Prime Subscribers Outnumber Gun Owners

May 4, 2017

Winner: Amazon, which boasts more Prime subscribers than America has gun-owning households.

Winner: Quora, the crowd-sourced Q&A site now valued at $1.8 billion.

Winner or loser? PetSmart, for buying online pet food retailer Chewy in what looks to be the biggest e-commerce acquisition ever.

Plus, history's most epic border wall fails.

(0:14) “Amazon Prime Now Has 80 Million Members,” Fortune, April 2017.
(0:17) United States Census Bureau, July 2016.
(0:27) “Opinions On Gun Policy And The 2016 Campaign,” Pew Research Center, August 2016.
(0:27) “Twenty Percent of U.S. Households View Landline Telephones as an Important Communication Choice,” Rand Corporation, November 2016.
(0:27) “It’s Hard to Go to Church,” The Atlantic, August 2016.
(0:35) Cowen and Company.
(0:44) L2 Inc., Amazon Intelligence Prime Assortment, April 2017.
(0:53) “Q&A App Quora Valued Around $1.8 Billion in $85 Million Fundraise,” TechCrunch, April 2017.
(1:35) “These Are The Biggest E-Commerce Acquisitions Of All Time,” recode, April 2017.
(1:41) “PetSmart’s Latest Bite at E-Commerce:,” The Wall Street Journal, April 2017.
(1:46) “Walmart Is Buying For $3 Billion,” recode, August 7, 2016.
(1:46) “PetSmart Is Acquiring For $3.35 Billion In The Largest E-Commerce Acquisition Ever,” recode, April 18, 2017.
(1:53) L2 Inc., Digital IQ Index®: Home Care, February 2017.
(2:00) “Pet Industry Spending Makes History: Surpasses $60 Billion,” American Per Products Association, March 2016.
(2:17) “7 Famous Border Walls,” History Lists, February 2016.

Episode 123

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Scott Galloway: Teens as a Forward-Looking Indicator

April 27, 2017

The best forward-looking indicator for brands? What teens are into. This year, it's Chick-fil-A, Nike, and Snapchat.

Loser: Apple, which convinced 90 million Americans to buy iPhones but can't make them use those phones to pay for products.

Winner: road safety as ride-hailing apps prevent deaths from drunk driving.

(0:07) “Teens Throw It Back To The ‘90s With Their Stan Smiths; Spending Shifting To Starbucks, Video Games And Amazon,” Piper Jaffray, April 2017.
(0:24) “Teens Throw It Back To The ‘90s With Their Stan Smiths; Spending Shifting To Starbucks, Video Games And Amazon,” Piper Jaffray, April 2017.
(0:45) “Number of iPhone Users in the United States from 2012 to 2016 (in Millions),” Statista, 2015.
(0:48) “U.S. iPhone Ownership Reaches All-Time High on Strength of iPhone 7,” comScore, April 2017.
(0:52) “An Inconvenient Apple Pay Truth”, April 2017.
(1:02) “Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks,” The Wall Street Journal, April 2017.
(1:14) L2 Analysis of Apple App Store data.
(1:19) “An Inconvenient Apple Pay Truth”, April 2017.
(1:28) “New York City Drunk Driving After Uber,” Jessica Lynn Peck, 2017.
(1:35) “Impaired Driving: Get the Facts,” CDC, 2015.
(1:43) “NONE FOR THE ROAD,” The Economist, January 2017.
(1:52) “Uber Basks in Phenomenal SA Growth,” memeburn, February 2016.

Music: Say My Name (feat. Zyra) - Hayden James Remix

Episode 122

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Scott Galloway: Taxes for Robots

April 20, 2017

Winner or loser? Robots, who could hold 40% of U.S. jobs by 2030.

Winner: Viewers as Amazon, Netflix and HBO compete to produce original content.

Winner: Consumers, who now have more options for drugstore staples thanks to a wave of innovative startups.

Loser: Corporate PR departments failing to adequately address the United and Pepsi scandals.

(0:06) “Robots Could Steal 40% of U.S. Jobs by 2030,” Fortune, March 2017.
(0:12) “A Warehouse Worker’s Best Friend—or Replacement?” MIT Technology Review, April 2015.
(0:20) “Online Retailers’ New Warehouses Heat Up Local Job Markets,” The Wall Street Journal, April 2017.
(0:38) “The Robot That Takes Your Job Should Pay Taxes, Says Bill Gates.” Quartz, February 2017.
(1:12) “Original Programming Can Be Netflix’s Key Competitive Edge In 2017,” Forbes, December 2016.
(1:12) “How Netflix’s Content Distribution Has Changed Over The Years,” Morningstar, January 2017.
(1:12) “HBO’s Reaction to Netflix’s Big Content Budget,” The Motley Fool, January 2016.
(1:25) “Time Warner Boosting HBO Budget As Netflix, Amazon Keep Spending,” FierceCable, December 2016.
(1:25) “Amazon Is Spending An Insane Amount Of Money To Catch Up To Netflix,” Vanity Fair, April 2017.
(1:39) “Netflix Has 30 Original Series Today, Will Double That in 2017, Content Chief Ted Sarandos Says,” Variety, December 2016.
(1:41) “The Ridiculous 6,” Rotten Tomatoes, April 2017.
(1:41) “The Do-Over,” Rotten Tomatoes, April 2017.
(2:02) “Unbundling CVS: 80+ Startups Attacking Drug Store Shelves,” CB Insights, April 2017.
(2:25) “The Product Launch Fallacy Of Big CPGs,” CB Insights, March 2017.
(2:53) “Communicator of the Year 2017,” PR Week, March 17, 2017.

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