🐳 “Preppy Billions” — Vineyard Vines’ revival. Trump’s Mega-Monday. Dunkin’s JetBlue airplane.

Summary

Podcast Summary: "Preppy Billions" — Vineyard Vines’ Revival, Trump’s Mega-Monday, Dunkin’s JetBlue Airplane

Podcast Information:

• Title: The Best One Yet
• Host/Author: Nick & Jack Studios
• Description: A 20-minute pop-biz news podcast delivering three essential business stories with fresh perspectives, perfect for your morning routine.
• Episode: 🐳 “Preppy Billions” — Vineyard Vines’ revival. Trump’s Mega-Monday. Dunkin’s JetBlue airplane.
• Release Date: May 13, 2025

---

1. Mega Monday: Trade War Ceasefire and Trump’s Strategic Moves

Overview: The episode opens with a discussion on the stock market's recent rally, highlighting a significant 3% jump in the S&P 500. Nick and Jack delve into the implications of President Trump's actions on what they term "Mega Monday," focusing on the temporary ceasefire in the U.S.-China trade war and Trump's strategic initiatives.

Key Points:

• Trade War Ceasefire: At 06:01, Jack explains that Treasury Secretary Scott Bessant announced a 90-day pause in the trade war with China. This move effectively ended a month-long trade embargo, reducing U.S. tariffs on Chinese goods from 145% to 30% and China's tariffs on U.S. goods from an unspecified high to 10%.

  Nick (06:09): "All right, cease fire. I like those two words."

• Impact on Markets: The relief from trade tensions led to a stock market surge, with the S&P 500 rising by 3.3% the day after the announcement.

  Jack (07:01): "And Wall Street seems to be thrilled by that development."

• Trump’s Strategic Moves:

  • Gift of a Jumbo Jet: At 08:05, Jack discusses an unprecedented offer where Qatar (or "Cotter," as Nick humorously questions the pronunciation) is attempting to gift President Trump a $400 million Boeing 747 jumbo jet to serve as a temporary Air Force One.

    Jack (08:05): "Gift President Trump A747, it makes Boeing look bad, that's for sure."

  • Pharmaceutical Executive Order: At 08:47, Trump issued an executive order demanding that pharmaceutical companies lower prescription drug prices within 30 days or face potential presidential intervention to reduce prices by up to 80%.

    Nick (08:51): "Drugs if they don't lower the price, unlike thytastrosol."

• Foreign Investment Push: Trump’s first foreign trip aims to secure $1 trillion in deals and investment pledges from Middle Eastern nations like Saudi Arabia, Qatar, and the UAE. Jack and Nick highlight the geopolitical synergy between Trump's business-focused approach and the Middle East’s desire to diversify away from oil dependency.

  Nick (10:19): "President Trump's first foreign trip has a fundraising goal. $1 trillion."

Notable Quotes:

• Jack (07:01): "And Wall Street seems to be thrilled by that development."
• Nick (08:51): "Drugs if they don't lower the price, unlike thytastrosol."

---

2. Vineyard Vines Co-Founders Return: A Revival of Preppy Chic

Overview: The second story focuses on the resurgence of Vineyard Vines as the original co-founders, Shep and Ian, return to steer the company as co-CEOs. Nick and Jack explore the brand’s stability, growth strategies, and its place in the lifecycle of lifestyle brands.

Key Points:

• Co-Founders' Return: At 10:38, Jack announces that Vineyard Vines’ co-founders are back at the helm, revitalizing the brand with their original vision.

  Jack (10:38): "Vineyard Vines is getting their two co founding brothers back."

• Business Stability: Despite being 27 years old—a stage considered past middle age in the fashion industry—Vineyard Vines remains robust, with annual revenues hitting $500 million and a consistent store expansion rate of five new stores per year, now totaling 126 stores.

  Nick (13:13): "First of all, those two founders still own 100% of the business."

• Market Positioning and Customer Loyalty: The brand excels due to its focus on a specific lifestyle—preppy New England coastal chic—which resonates strongly with its predominantly male customer base (70%). Men tend to stick with brands like Vineyard Vines for their reliability and consistent fit, contrasting with women's tendency to switch brands more frequently.

  Jack (13:42): "Men literally shop differently than women, according to the CEO."

• Lifecycle of Lifestyle Brands: Nick and Jack compare Vineyard Vines to other lifestyle brands like Tommy Bahama and Ralph Lauren, suggesting that while Vineyard Vines has maintained stability, it may need to expand into additional lifestyle verticals (e.g., resorts, restaurants) to fully capitalize on its potential.

  Jack (15:20): "How does Vineyard Vines not have a resort on Nantucket yet?"

Notable Quotes:

• Jack (11:09): "Vineyard Vines looks like J. Crew went to an Ivy League boarding school on the coast of Cape Cod."
• Nick (14:34): "There's a life cycle to a lifestyle brand."

Takeaway: Vineyard Vines’ ability to maintain ownership, consistent growth, and strong brand identity positions it as a stable and potentially expansive lifestyle brand. The return of its founding brothers marks a strategic move to enhance its market presence and explore new growth avenues.

---

3. Dunkin’ Donuts Takes Over JetBlue Airplane: The Ultimate Flying Billboard

Overview: The final major story covers Dunkin' Donuts' bold marketing collaboration with JetBlue, resulting in an entire airplane adorned with Dunkin' branding. Nick and Jack analyze the strategy behind this move, emphasizing the effectiveness of partnering with hometown heroes to maximize advertising impact.

Key Points:

• The Collaboration: At 17:39, Jack reveals that JetBlue has transformed an Airbus A320 into a Dunkin’ Donuts-branded airplane, turning it into a massive flying advertisement.

  Jack (17:39): "Because the most overlooked strategy in collaborations is the hometown hookup."

• Strategic Significance: Both Dunkin’ Donuts and JetBlue are based in Boston, making this a quintessential hometown collaboration that leverages regional pride and loyalty.

  Nick (19:20): "But still, this Bostonian Duncan JetBlue collab unlocks a whole lot of hometown premium."

• Advertising Evolution: The hosts discuss how airlines like United have started implementing targeted ads on individual screens, while JetBlue is taking a more extensive approach by incorporating full-scale branding on their aircraft.

  Jack (20:10): "JetBlue's going even bigger on this, but also kind of going backwards."

• Market Impact: With JetBlue's stock having plummeted by 95% from its all-time high, this advertising strategy aims to revitalize the brand by increasing visibility and attracting loyal customers through a recognizable local partnership.

  Jack (18:32): "It's even gonna name the plane Brewing Altitude like a Duncan ad."

Notable Quotes:

• Nick (21:14): "Jack and I gotta ask, is this a slippery slope? Is JetBlue opening Pandora's advertising box?"
• Jack (20:33): "Yes. In 10 years, we bet you JFK's tarmacs are gonna look like Times Square."

Takeaway: Dunkin’ Donuts’ collaboration with JetBlue exemplifies the power of local partnerships in advertising. By leveraging the "hometown premium," this strategy not only enhances brand visibility but also fosters regional loyalty, setting a precedent for future corporate collaborations.

---

Additional Highlights: Other News Briefs

While the episode primarily focused on the three main stories, Nick and Jack also touched upon several other notable business news items:

• Coinbase Joins the S&P 500: At 23:06, shares in Coinbase saw a significant jump after being included in the S&P 500 index, marking a major milestone for the leading cryptocurrency exchange.

  Nick (23:12): "Coinbase is now officially one of the top 500 stocks in America."

• Pope Leo’s Popularity Surge: The hosts humorously noted the trendiness of the name "Leo" following the appointment of the 14th Pope Leo, linking it to cultural phenomena like Leonardo DiCaprio’s influence.

• Elizabeth Holmes’ Partner Launches Startup: Highlighting Billy Evans’ new blood-testing startup venture, Jack and Nick made light of the skepticism surrounding his efforts given his association with the convicted fraud of Elizabeth Holmes.

  Nick (23:59): "And finally, the partner of Elizabeth Holmes has launched a new startup in guess the sector. Blood testing."

• National Bike to Work Week: Celebrating National Bike to Work Week, Jack shared fun facts about global biking trends, emphasizing the Netherlands' leading position in bicycle usage.

  Jack (25:00): "It's the Netherlands."

---

Closing Remarks: Nick and Jack concluded the episode with shout-outs to their listeners, birthday wishes, and a reminder to check out their Chicago live show. They encouraged audience engagement by inviting listeners to share their stories for future shout-outs.

Notable Quotes:

• Jack (25:28): "But we should point out, Yetis for National Bike Week, there are actually more bikes on planet Earth than there are cars."
• Nick (25:33): "Tell your buddies today."

---

Conclusion: In this episode of "The Best One Yet," Nick and Jack provided insightful analyses of significant business developments, from geopolitical maneuvers impacting global trade and stock markets to strategic brand revivals and innovative advertising collaborations. Their engaging commentary, punctuated with memorable quotes and timely insights, offers listeners a comprehensive understanding of current pop-biz trends and their broader implications.

Transcript

[Nick]

This is Nick.

[Jack]

This is Jack.

[Nick]

It's Tuesday, T Boy Tuesday, May 13th. And today's pod is the best one yet. This is a T boy.

[Jack]

The top three pop business news stories you need to know today, Jack, I.

[Nick]

Am looking at a relief rally right here. Stocks are popping to start the week like nobody's business.

[Jack]

The s and P500 jumped 3% yesterday. It was an ocean of green.

[Nick]

Toy stocks are popping. Toy stocks are surging. Honestly, you can get more than two dolls this Christmas.

[Jack]

I know. It's a major reset in the trade war.

[Nick]

And the reason is the first of our three stories. Jack, what are today's three stories for the T boy?

[Jack]

For our first story, it's Mega Monday. Starting at 3am on Monday, we got a barrage of business headlines from the White House.

[Nick]

And Jack and I will explain all of it using planes, prescriptions and parties.

[Jack]

For our second story, your preppy college formal is calling because Vineyard Vines just got its co founders back their first.

[Nick]

Move back at the helm. Vineyard Vines Vacation Resorts.

[Jack]

I'm interested. And our third and final story. Dunkin Donuts has its own JetBlue airplane.

[Nick]

That's right.

[Jack]

Darlene is flying direct.

[Nick]

Dunkin's JetBlue airplane is the perfect example of the hometown special.

[Jack]

But yetis, before we hit that wonderful mix of stories.

[Nick]

What a mix of stories. No one else is doing that mix today, Jack. Love the mix.

[Jack]

For the past few months, we've been tracking some recession indicators for you.

[Nick]

Yeah, recession indicators like Botox, hair dye, frozen pizza, men's boxers, men's briefs, men's panties.

[Jack]

No, we're not. We're not tracking this. But the wildest alternative indicator of a recession. It's Katy Perry, baby.

[Nick]

You're a firework. Yeah, that Katy Perry.

[Jack]

Because when was Katy Perry's first concert tour ever, Nick?

[Nick]

Jack, that would be the hello Katy Tour back in 2009.

[Jack]

And right after tickets went on sale in the fall of 2008, we got a financial crisis and a great recession began.

[Nick]

Yeah, in fact, between her tickets going on sale and Katy Perry's first concert, stocks dropped 3 30%.

[Jack]

Fast forward to today, and Katy Perry just had her biggest month since then.

[Nick]

Katy Perry just flew to space. Katy Perry just released a new album.

[Jack]

And this month, uh oh, Katy Perry started a concert tour.

[Nick]

That's right. The ticket drop actually lines up exactly with the beginning of the trade war.

[Jack]

The day she launched tickets, stock markets plummeted.

[Nick]

Katie, you're killing my 401k.

[Jack]

It's like Katy Perry's teenage dream was.

[Nick]

An Economic drop, baby, you're a firework because you make the stock market blow up.

[Jack]

But Yetis, it's not just Katy Perry going on tour that reminds us of 2008.

[Nick]

Lady Gaga just played Coachella.

[Jack]

And Miley Cyrus just dropped an album, too.

[Nick]

Remember Usher? He released Love in this club back in 2008.

[Jack]

And he's back. He did the super bowl halftime show last year.

[Nick]

So besties, add it all up. And Katy Perry once said, you're gonna hear me roar.

[Jack]

But earmuffs. If there's any stockbrokers listening, honey, you're.

[Nick]

Gonna have to turn down the Katy Perry.

[Jack]

Our portfolio needs it. Jack, let's hit our three stories.

[Unknown]

Fifteen years before this song, two boys from the northeast dorm, they had an idea to cause a cultural storm. It's the best one yet, but the.

[Jack]

Best is the norm.

[Unknown]

Jack. Nick, that's it. I don't even think they need to practice. 50%.

[Nick]

That's a fat tip.

[Unknown]

T boy city on your at Liz if you know, you know. Cause we read to go we can't wait no more so just start the.

[Nick]

Show.

[Unknown]

Start the show, start the show.

[Nick]

First, a quick word from our sponsor.

[Jack]

This podcast is sponsored by Northwestern Mutual.

[Nick]

Yeti's Lots of financial companies want to talk to you, but Northwestern Mutual wants to listen to you.

[Jack]

Some companies say they have all the answers, but Northwestern Mutual has better questions.

[Nick]

Yeah, the financial pros, they are going to ask you questions about your financial situation that honestly, you never asked yourself a big one.

[Jack]

What's your ideal retirement? It's half therapy session, half financial conversation. Half half therapy session.

[Nick]

Because that's how Northwestern Mutual designs a strategy that'll be uniquely yours. So come lie down on the couch. Find a better way to [e-mail] that's.

[Jack]

Nm.Com the Northwestern Mutual Life Insurance Company, Milwaukee, Wisconsin. Airbnb. Nick, can you share that wonderful quote about hospitality we heard recently?

[Nick]

Jack, I think I read this in the Danny Meyer book, but he said something like, hospitality is anticipating someone's needs beyond expectations.

[Jack]

I love that quote. When I have a guest booked to stay at my place, I try to meet that hospitality standard. And I do so by letting them know ahead of time events happening in the area.

[Nick]

Pro tip. Your favorite jam band is playing at your favorite burger place Wednesday night. Probably let your guests know about that one.

[Jack]

I also completed a full travel guide within my Airbnb listing, sharing my personal favorite recommendations and secret spots.

[Nick]

What kind of stuff's in that travel guide? Jack?

[Jack]

That swimming hole is so remote. You can definitely swim in the nude and you won't get any issues.

[Nick]

Yeah, no George Costanza shrinkage that we know of. Yetis, your actual house, your apartment, your condo is just one part of the Airbnb hosting experience.

[Jack]

I really enjoyed the soft parts of hospitality, anticipating my guests needs beyond their expectations.

[Nick]

If this sounds your style and you enjoy a naked jump into a stream, you can become an Airbnb host too, as long as you got a place.

[Jack]

I'm proud of my 4.92 rating and my wife is proud of the revenue we're generating with that rating.

[Nick]

Yet ease your home might be worth more than you think. Find out how [e-mail] for our first story. Yesterday was Mega Monday. Here Yetis is your synopsis about President Trump's last 24 hours. That definitely moved your portfolio, planes, prescriptions.

[Jack]

Tariff pauses and Middle east parties. Here's what you need to know about all of them in five minutes.

[Nick]

Now besties, this story really begins yesterday at 3:00am Eastern Standard Time. Jack, what happened then?

[Jack]

At that time on Monday, very early morning, the Treasury Secretary Scott Bessant announced a 90 day trade war ceasefire with China.

[Nick]

All right, cease fire. I like those two words. Jack, could you sprinkle on more context please?

[Jack]

Tariffs between the US And China were so high going into it that we had an effective trade embargo for a full month. Like no joke, ships stopped coming across the ocean to the US from China.

[Nick]

They were just import not going anywhere. But that is not the case anymore.

[Jack]

Because the US is dropping tariffs on China made goods to 30% and China is dropping tariffs on US made goods to 10%.

[Nick]

Add it all up and this is being described as a total reset for.

[Jack]

These epic trade talks from 145% to 30%. Huge DE escalation between the world's two biggest economies.

[Nick]

Now Yeti's Jack and I jumped in t boy style and we believe this tells us two big things.

[Jack]

First, it tells us that the US And China are talking again. Both sides are seeking a deal. Both sides are working to come to an agreement.

[Nick]

Second, it tells us that Scott Besant, the Treasury Secretary, Secretary, not Donald Trump, appears to be leading those trade talks.

[Jack]

And Wall street seems to be thrilled by that development.

[Nick]

Now Yetis, we should point out that the US hasn't won concessions yet from.

[Jack]

Beijing, but stocks rose 3.3% yesterday on hopes that our Treasury Secretary can lead us to a more fair status quo with the Chinese.

[Nick]

As you know, Jack is a musical guy. So Jack, I know what you're thinking about this Right.

[Jack]

We've said Treasury Secretary three times already in this story. Not since Alexander Hamilton has the treasury secretary of the U.S. been this important.

[Nick]

Scott Bessant, not gonna give up his one shot. But Basti paused the pod for a moment. That was just the top headline.

[Jack]

Three other stories blew up our phones with notifications.

[Nick]

First, Cotter or Qatar? Because we've heard it pronounced both ways. For the record, I think it's Qatar. I've been to the region plenty of times. I hear both pronunciations. Well, Cotter is trying to gift President TRUMP A 747 jumbo jet as the temporary air Force.

[Jack]

Now, when Nick and I worked in finance, we couldn't legally accept any gifts worth over $100. This airplane's worth $400 million.

[Nick]

Yeah, we did the math on it. It's actually worth 100 times more than the Statue of Liberty, adjusted for inflation.

[Jack]

Wow.

[Nick]

Yeah.

[Jack]

Either way, this cutter offer to give President Trump A747, it makes Boeing look bad, that's for sure.

[Nick]

Yeah, because Boeing, which makes the Air Force One, hasn't updated the plane since 1990, and their new version isn't coming out until 2027.

[Jack]

Very delayed.

[Nick]

Okay, so the second huge announcement we got yesterday was that Trump had an executive order that totally rocks the pharmaceutical industry.

[Jack]

He announced a 30 day deadline for pharma companies to lower prices for prescription.

[Nick]

Drugs if they don't lower the price, unlike thytastrosol. Then Trump threatened to use presidential powers to force prices down as much as 80%.

[Jack]

So now RFK junior is in talks with the pharma companies trying to get Americans the same price for drugs as the rest of the world gets.

[Nick]

Now, add all of this up, Yetis. And we've talked planes, we've talked prescriptions, we've talked China tariff pause, Jack. I'm pretty sure there's only one topic left that begins with P. Parties. Parties. So, Jack, what's the takeaway for our buddies? Who are everyone watching the markets?

[Jack]

Trump's first foreign trip has a fundraising goal. $1 trillion.

[Nick]

$1 trillion. Yetis. President Trump's first foreign trip in his first administration was to Saudi Arabia.

[Jack]

And that was supposed to be the case for his second administration too, until the Pope died and he went to the Vatican.

[Nick]

Now, Trump arrives today in Saudi Arabia and he'll visit Qatar and the UAE as well. This week.

[Jack]

His reported goal is to bring home $1 trillion worth of deals and investment pledges.

[Nick]

You know what? We're looking at the situation, honestly, President Trump and these rich Middle east oil nations they are a match made in geopolitical tinder.

[Jack]

They go perfect together.

[Nick]

Oh, it's lovely.

[Jack]

Because Trump wants foreign investment into the United States.

[Nick]

And Middle east kingdoms led by Saudi Arabia want opportun to diversify away from oil.

[Jack]

Barack Obama pivoted to Asia. Joe Biden embraced NATO. Well, Donald Trump is making money in the Middle East.

[Nick]

Yeti's presidential trips are a signal. And Trump's first foreign trip has a fundraising goal. $1 trillion for our second story. Vineyard Vines is back, baby. The co founding brothers are returning to run the business.

[Jack]

And that's big because Vineyard Vines hasn't even started the lifestyle life cycle.

[Nick]

Yetis, there's a little thing Jack and I learned in finance we should share with you. Every time a Vineyard Vines tie is bought, an analyst gets his wings.

[Jack]

Yeah. Cause it's the unofficial dress code of the Morgan Stanley internship.

[Nick]

Yeah. Although it's the official dress code of formal night over at the lacrosse sig Sig EP house.

[Jack]

I think that's literally true.

[Nick]

Yeah. No Vineyard Vines, no punch, because there's.

[Jack]

No brand that is more prep than Vineyard Vines.

[Nick]

Vineyard Vines looks like J. Crew went to an Ivy League boarding school on the coast of Cape Cod.

[Jack]

When I arrived at college, I almost drowned in Vineyard Vines. Silk.

[Nick]

Full disclosure, because I had six of them and I insisted on wearing them.

[Jack]

I borrowed, like, three of your ties over the years for formal dances.

[Nick]

But besties, Jack, and I should point out Vineyard Vines is not just some pastel punchline. We actually think Vineyard Vines was an early disruptor in fashion and one of.

[Jack]

The best run fashion businesses because it was founded in 1998 by two brothers, Shep and Ian, who had jobs in New York City in finance that they did not like.

[Nick]

They never wanted to wear ties again, although, ironically, they launched a tie company.

[Jack]

And the first drop they did on Martha's vineyard, they sold 800 ties in one single day.

[Nick]

Yeah, it was like 40 grand of ties in a single day. And, Jack, what was the real disruption here exactly?

[Jack]

These two CE Bros. We can actually call them that because they're brothers. They noticed that all the ties in the financing were the same color, same patterns, and same conservative look overall.

[Nick]

So Vineyard Vines was the first to enter pink or hot dogs or flamingo designs on the ties.

[Jack]

Basically, any symbol that represents not being at work that might be on a tie from Vineyard Vines.

[Nick]

The key was the lack of symmetry. These were asymmetrical designs.

[Jack]

And today they bring in $500 million a year in clothing sales, and they're probably valued over A billion dollars. Although we don't know for sure. Cause it's private.

[Nick]

Add it all up. Vineyard Vines, they are a unicorn whale.

[Jack]

Their logo is a pink whale.

[Nick]

But here's the news. After stepping down a few years ago, the bros. Baby. Those two founding brothers are returning as co CEOs.

[Jack]

Shep and Ian are boomerang CEOs at Vineyard Vines.

[Nick]

Yeah. Boomerang CEOs.

[Jack]

Just like Whitney Wolfhard at Bumble and Bob Iger at Disney.

[Nick]

Boomerang CEOs. They return back to the company. But. But here's what Jack and I found fascinating about this story.

[Jack]

Vineyard vines is 27 years old.

[Nick]

Yeah.

[Jack]

Which is past middle age when it comes to the fashion industry.

[Nick]

And yet Vineyard Vines business is wildly stable and consistent.

[Jack]

First of all, those two founders still own 100% of the business. They didn't sell a single thread to.

[Nick]

Private equity or Jack. How about their store growth? That's been consistent. Five stores a year, and they're now up to 126 of them.

[Jack]

$500 million a year in revenue is impressive, by the way.

[Nick]

It is. Let's sprinkle on some context.

[Jack]

That's twice as much as Allbirds. It's the same as Stitch Fix, and it's half as much as Skims.

[Nick]

Now, Vexis. The reason Jack and I think Vineyard Vines is such a consistent business is because of males. Men, Men. Males, dudes, guys.

[Jack]

Men literally shop differently than women, according to the CEO.

[Nick]

You buy and commit to a brand that works for them for years.

[Jack]

Women tend to switch it up.

[Nick]

Yeah. What we're saying is that men stick to the fit, women chase the hit.

[Jack]

And nearly 70% of vineyard vine customers are men. So basically, your boyfriend finds Vineyard vine khakis that fit well, and then he wears them for the next two decades.

[Nick]

Yeah, Jack. Molly's been trying to find, like, a fleece for San Francisco weather for, like, six years. It's like her El Dorado. We've got like a fleece graveyard in the closet of every fleece she's tried.

[Jack]

Meanwhile, now you have your outdoor Voices pullover that you've had for, like, 15 years.

[Nick]

Still loyal. Still loyal.

[Jack]

But here's our big question. Is Vineyard Vines too stable?

[Nick]

Yeah.

[Jack]

Has it missed out on growth opportunities by not expanding more?

[Nick]

Jack and I think we've got the answer, and it's our takeaway. So, Jack, what's the takeaway for our buddies over at Vineyard Vines?

[Jack]

There's a life cycle of lifestyle brands.

[Nick]

Uh, Yetis Spoiler. On our weekly show, the best idea yet. Jack and I are gonna publish an episode next month on Tommy Bahama.

[Jack]

And sir, Bahama is the perfect case study in the evolution of a lifestyle brand.

[Nick]

Because Tommy Bahama started with clothing, but then expanded to restaurants and then furniture and then hotels and resorts, it was.

[Jack]

Able to expand to all those verticals because Tommy Bahama is a lifestyle brand.

[Nick]

Right?

[Jack]

The lifestyle is vacation by the beach, Now Ralph Lauren.

[Nick]

They've done this same thing too. The same evolution. Started with clothes, then bars, then coffee, now host.

[Jack]

So it feels like Vineyard Vines impressively owns one particular lifestyle. Preppy New England coastal chic lifestyle.

[Nick]

But maybe Vineyard Vines hasn't completely capitalized on that lifestyle like its lifestyle peers have.

[Jack]

How does Vineyard Vines not have a resort on Nantucket yet?

[Nick]

Jack? How does Vineyard Vines not have an oyster shucking bar down in Charleston yet?

[Jack]

We think that's the challenge of the new and old co CEOs because ultimately.

[Nick]

There is a life cycle to a lifestyle brand. Now a quick word from our sponsor.

[Jack]

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[Nick]

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[Jack]

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[Nick]

That's how I know you've been drinking this stuff. You caught that fact check right there, Jack. I'm a vanilla guy though, and honestly, the vanilla flavor tastes like it was flown in from Tahiti on those beans.

[Jack]

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[Nick]

No, you don't. Well, by taking collagen peptides daily, you can help support your hair, skin, nail, bone and joint health.

[Jack]

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[Nick]

That's vitalproteins.com promo code T Boy for 20% off.

[Jack]

These statements have not been evaluated by the Food and Drug Administration. This product is not intended to diagnose, treat, cure or prevent any disease.

[Unknown]

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[Nick]

For our third and final story. Dunkin Donuts. Their brand has taken over an entire JetBlue airplane. This is a flying billboard.

[Jack]

Because the most overlooked strategy in collaborations is the hometown hookup.

[Nick]

Oh, Yetis, pour out your Diet Coke in a plastic cup for JetBlue. It's been hard for JetBlue lately, right, Jack?

[Jack]

Their merger with Spirit Airlines got blocked. They missed out on the post pandemic international travel craze, and their stock is down 95% from their all time high.

[Nick]

That's right. JetBlue stock is trading at 4 bucks a share. So JetBlue is trying to turn around their life the same way we humans do.

[Jack]

Reach for a cup of coffee.

[Nick]

Here's the news. JetBlue has turned an entire airplane into a Dunkin ad.

[Jack]

I wish you could see a picture of this, but it's an entire Airbus A320 airplane painted with Dunkin Donuts branding.

[Nick]

100% Dunkin branding. Like JetBlue. They're not getting a government bailout right now. Instead, they're getting a Dunkin cold brew. Apparently.

[Jack]

Now we should point out JetBlue has a tradition of promoting causes by painting one of their airplanes with branding of that.

[Nick]

Cause they've done NYPD branding, Boston Bruins branding, the nation of Puerto Rico. Each of those got a JetBlue airplane at the.

[Jack]

But now JetBlue is going full corporate billboard.

[Nick]

It appears Duncan's paying for this. It's even gonna name the plane Brewing Altitude like a Duncan ad.

[Jack]

I think the faa, like Flight Control center is calling it Brewing Altitude is approaching like Runway AB.

[Nick]

Yeah. This is an Airbus A320 airplane with zero blue on it. It is just orange, pink and brown with a huge donut on the tail.

[Jack]

Seriously? Yeah. Now the key here is that Dunkin Donuts is based in Boston and JetBlue is the biggest airline carrier in Boston.

[Nick]

So add it all up and this is basically an all New England deal.

[Jack]

Ben Affleck's not flying private anymore when he hears about this.

[Nick]

One sec. Hey, Darlene. Where are we flying at?

[Jack]

An iced coolada.

[Nick]

30,000Ft, son.

[Jack]

That's pretty good. You clearly married someone From Boston stuck.

[Nick]

The land in on that. But yetis, here's what Jack and I find fascinating. As we have told you before, where there are eyeballs, there will be ads.

[Jack]

Last year we told you that United Airlines was pioneering targeted ads on their airplanes.

[Nick]

That's right. United knows that a 42 year old father from Florida is sitting in seat 34B. So what is United gonna do, Jack?

[Jack]

Show them ads for a 12 pack of Titleist golf balls?

[Nick]

Yeah, they're gonna start targeting your screen with ads just like Instagram or Facebook would.

[Jack]

So airlines have already dipped their toes in the advertising business, but now, JetBlue, they're flying an airplane right through the whole industry.

[Nick]

JetBlue's going even bigger on this, but also kind of going backwards. Right, Jack?

[Jack]

A 100 foot long billboard that flies at 30,000ft and can fly 500 miles per hour.

[Nick]

Technically, this JetBlue Duncan airplane is the biggest flying ad since the Goodyear blip. Yeah, but Jack and I gotta ask, is this a slippery slope? Is JetBlue opening Pandora's advertising box?

[Jack]

Yes. In 10 years, we bet you JFK's tarmacs are gonna look like Times Square. Every plane is gonna be painted with a corporate ad.

[Nick]

I could see this, Jack. I mean, we were talking about it before the show. Like, does Delta really need every 760 in their fleet to look the exact, exact same?

[Jack]

It's nice to have a uniform fleet.

[Nick]

It is.

[Jack]

But Delta's gonna cave at some point when Starbucks offers them 100 grand. Oh, to paint it green.

[Nick]

A quarter million bucks to make this look like a Frappuccino. I think our painters can make that happen.

[Jack]

Sports is doing it. Airlines will too. There's going to be ads everywhere.

[Nick]

Yeah, and JetBlue, the next time they give us the earnings report, is probably going to have a new line item in the income statement.

[Jack]

Ticket sale, checked, bag fees, advertising.

[Nick]

Yeah. So Jack, what's the takeaway for our buddies over at JetBlue and Dunkin' when.

[Jack]

It comes to collabs? Start with the hometown heroes.

[Nick]

Yet is the top marketing trend right now, it's collabs. Two brands hook up for a mutually beneficial combo product.

[Jack]

The risk of a collab is that it looks like a marketing gimmick and that customers roll their eyes.

[Nick]

So one overlooked strategy, we think for avoiding collab blowback is to partner with another hometown hero.

[Jack]

Focusing on one region may feel niche, but it actually drives higher enthusiasm from everyone.

[Nick]

After all, branding is driven by love beyond reason. And so is a person's passion for Their home.

[Jack]

Socially, that's called hometown pride. In business, we call that the hometown premium.

[Nick]

So with Duncan and JetBlue, Boston Flyers will love it, people from the Midwest will tolerate it, and us New Yorkers will just ignore it. Like we do everything out of Boston.

[Jack]

Nice.

[Nick]

But still, this Bostonian Duncan JetBlue collab unlocks a whole lot of hometown premium. Jack, could you whip up the takeaways for us?

[Jack]

For T boy Tuesday, President Trump moved markets with a tariff pause, a plane, pharmaceuticals, and a Middle east party.

[Nick]

President Trump and the rich Middle east oil nations. A match made on geopolitical Tinder.

[Jack]

For our second story, Vineyard Vines is getting their two co founding brothers back. Next, they should launch a restaurant.

[Nick]

Just look at Tommy Bahama. Lifestyle brands follow a life cycle. And men stick to the fit, women chase the head.

[Jack]

And finally, Dunkin Donuts has taken over one JetBlue airplane completely.

[Nick]

It's a flying billboard, because when it comes to collabs, start with the hometown heroes.

[Jack]

But yetis, this pod's not over yet. Here's what else you need to know today.

[Nick]

First, shares in Coinbase jumped after hours on word. They are joining the s and P500 index.

[Jack]

It's a big milestone for the number one crypto exchange.

[Nick]

It means the finance disruptor just got validated by the most prestigious club in finance who they're trying to disrupt.

[Jack]

Coinbase is now officially one of the top 500 stocks in America.

[Nick]

And second, since Pope Leo chose his Pope name. We're expected to see a baby bump in Leos out there.

[Jack]

Nick, Leo actually began trending after the year 2000 because of Leonardo DiCaprio.

[Nick]

I still haven't seen Titanic, but I trust it.

[Jack]

Today, Leo is 20 times more popular than it was in the year 2000, thanks to Leo and Titanic.

[Nick]

Although we should point out, Jack, we may have hit peak Leo last week.

[Jack]

Not only is the Pope named Leo. Yeah, he's the 14th pope named Leo.

[Nick]

Maybe he'll spell it differently. Maybe throw like a silent H in there or something.

[Jack]

He's not spelling it differently, Nick.

[Nick]

And finally, the partner of Elizabeth Holmes has launched a new startup in guess the sector. Blood testing.

[Jack]

No joke. His name's Billy Evans. He has two children with the convicted fraud Elizabeth Holmes, and he's trying to raise money for a blood startup.

[Nick]

I mean, what blood type is he, Jack? Like, be positive.

[Jack]

As in be positively sure you're not defrauding investors.

[Nick]

Move fast and break laws. It's on slide three. Now, time for the best fact yet. This one sent in by our Buddy Rachel. Our cycling buddy, Rachel. Because it happens to be National Bike to Work Week.

[Jack]

I wish so badly I could bike to work today.

[Nick]

Yeah, I know. I'm sorry you couldn't, but I just.

[Jack]

Don'T have a good biking situation. I'd have to drive on a road that's like 40 miles per hour.

[Nick]

We can't lose you, Jack. We gotta have you for the bike. But we should point out, Yetis for National Bike Week, there are actually more bikes on planet Earth than there are cars.

[Jack]

That's right. There's 2 billion bicycles. 1 1/2 billion cars.

[Nick]

And what's really the capital of biking in the world? Jack?

[Jack]

You could guess this one, I bet.

[Nick]

Yeah, it's Das. It's the Dutch. It's the Dutch.

[Jack]

It's the Netherlands.

[Nick]

That's right. In the Netherlands, they have an average of 1.3 bikes per human being. The highest bike per capita ratio in the world.

[Jack]

A typical house house of three people in the Netherlands has four bikes.

[Nick]

Yeah, I remember. You're actually a wonderful biker. I should point. I mean, because I can't bike very well. You basically taught me how to bike and how to throw a football. And I gave you Vineyard Vines ties. Yetis, you look fantastic for T Boy Tuesday. If you haven't yet, snag tickets to our Chicago live show. We got a link in this episode description and then, hey, tell your buddies today.

[Jack]

Hyh tboy, have you had the best one yet? Nick and I, we'll see you tomorrow.

[Nick]

That's how we grow the show, if you know. And before we go, a Happy birthday to Yeti AJ Richardson, turning 37 years old in Norfolk, Virginia. Love the power Rangers. And he thinks we should do one for the best idea yet.

[Jack]

I agree.

[Nick]

Confirmed. That is a good idea.

[Jack]

Happy birthday to Jamie Cohen from San Diego, who's either walking the dogs at the gym, probably listening to this pod for either one of them.

[Nick]

And a happy 10th birthday to Daniel Ramirez down in San Jose, Costa Rica, who is celebrating the best birthday yet.

[Jack]

And a big shout out to Karen Schneider of Weymouth, Massachusetts, just outside Boston. Karen is officially a professional photographer.

[Nick]

And if you want to get a shout out for yourself or a buddy on this show, we've got a link in the episode description, fill out the form and we'll make it happen.

[Jack]

This is Jack. I own stock in Bumble and Disney, and Nick and I both own ETFs of the S&P 500. If you like the best one yet, you can listen ad free right now by joining Wondery and the Wondery app or on Apple Podcasts.

[Nick]

Prime members can listen ad free on Amazon Music.

[Jack]

And before you go, tell us a little bit about yourself by filling out a short [e-mail] survey we want to.

[Nick]

Get to know you. With the Spark Cash plus card from Capital One, you earn unlimited 2% cash back on every purchase, and you get big purchasing power so your business can spend more and earn more. Steven, Brandon and Bruno, the business owners of sandcloud, reinvested their 2% cash back to help build their retail presence. Now that's serious business. What could the Spark Cash plus card from Capital One do for your business? Capital One what's in your wallet? Find out [e-mail] SparkCashPlus terms apply.