Pinned post
TODAY’S SHOW //11.10.26
>@TJ_Bongiorno (The Outgoing Co.)
> @josh_cohen1 (Pinpoint)
> Ian Fleming (@vulcanpest)
Storylines:
+ TikTok Shop Launched Its Own Prime
TikTok Shop Plus is live: $9.99 a month after a 30-day trial, piloted with 1M+ of its top US shoppers, per Modern Retail. Free shipping, an extra 10% off select products, instant refunds, and exclusive coupons for its BFCM push starting Wednesday. It undercuts Prime at $14.99 and Walmart+ at $12.95. TikTok solved discovery years ago. This is them buying the repeat purchase.
+ Amazon’s Temu Clone Invades the Main Search Bar
Per Amazon, Haul products now show up in regular Amazon search results: 10M+ items, mostly under $10, with $0.11 deals today and tomorrow. The quarantine is over. The ultra-cheap storefront now competes directly against full-price listings on the same results page. If you sell on Amazon, your new competitor is Amazon’s own race to the bottom.
+ Poppi’s Founders Launch Jetty, Aimed at Gatorade
Allison and Stephen Ellsworth launched Jetty Monday: everyday hydration “for the normal human,” five flavors, $2.49 bottles plus powders, in Whole Foods nationwide and on @Target and @amazon. Self-funded with $2.5M after their $1.95B Poppi exit. The target is Gatorade, owned by PepsiCo, the company that bought Poppi and marked their earnout down to nothing. Hydration grew 20% to $2.6B last year.
Two live interviews + Greatest Hits Vol. 13
x.com/i/broadcasts/2…
>@TJ_Bongiorno (The Outgoing Co.)
> @josh_cohen1 (Pinpoint)
> Ian Fleming (@vulcanpest)
Storylines:
+ TikTok Shop Launched Its Own Prime
TikTok Shop Plus is live: $9.99 a month after a 30-day trial, piloted with 1M+ of its top US shoppers, per Modern Retail. Free shipping, an extra 10% off select products, instant refunds, and exclusive coupons for its BFCM push starting Wednesday. It undercuts Prime at $14.99 and Walmart+ at $12.95. TikTok solved discovery years ago. This is them buying the repeat purchase.
+ Amazon’s Temu Clone Invades the Main Search Bar
Per Amazon, Haul products now show up in regular Amazon search results: 10M+ items, mostly under $10, with $0.11 deals today and tomorrow. The quarantine is over. The ultra-cheap storefront now competes directly against full-price listings on the same results page. If you sell on Amazon, your new competitor is Amazon’s own race to the bottom.
+ Poppi’s Founders Launch Jetty, Aimed at Gatorade
Allison and Stephen Ellsworth launched Jetty Monday: everyday hydration “for the normal human,” five flavors, $2.49 bottles plus powders, in Whole Foods nationwide and on @Target and @amazon. Self-funded with $2.5M after their $1.95B Poppi exit. The target is Gatorade, owned by PepsiCo, the company that bought Poppi and marked their earnout down to nothing. Hydration grew 20% to $2.6B last year.
Two live interviews + Greatest Hits Vol. 13
x.com/i/broadcasts/2…
