With the countdown to Black Friday ticking away, Alicia, Andrew, and Nick are back breaking down what seems to be a retail market heating up.
Vuori Goes Nuclear:
* Viori scores $825M in funding, valuing the premium athleisure brand at $5.5B.
* Bold moves into China and ambitious plans for 100 stores by 2026.
* Hosts debate: smart bet or risky stretch in an already crowded market?
Mark Lorey’s Food Empire:
* Wonder acquires Grubhub in a $650M deal to create a “super app” for mealtime.
* Laurie aims to redefine food delivery and elevate the dining experience.
* Will it be the Amazon of food—or a recipe for chaos?
Amazon Takes on Temu
* Amazon's new "Haul" app targets Shein and Temu with ultra-low-priced goods.
* Gamified shopping, wild deals, and extended delivery times – will it click with consumers?
* The hosts dive in, live-test the app, and see if it is up to snuff
Timestamps:
00:00:05 Intro & overview
00:07:30 Viori’s $5.5 billion-dollar valuation
00:23:15 Wonder's Grubhub acquisition
00:39:40 Amazon Haul live review
00:59:50 Wrap-up & Black Friday teaser!
