😎 “SPF Miami Vice” — Vacation’s viral sunscreen. DORK meme stocks. South Park’s $1.5B deal. Sydney Sweeney’s Stock Surge.

Summary

Podcast Summary: "😎 SPF Miami Vice" — Vacation’s Viral Sunscreen. DORK Meme Stocks. South Park’s $1.5B Deal. Sydney Sweeney’s Stock Surge

Podcast Information

• Title: The Best One Yet
• Hosts: Jack Crivici-Kramer & Nick Martell (Nick & Jack Studios)
• Description: A 20-minute pop-business news podcast delivering three essential business stories with fresh takes, perfect for your morning routine.
• Episode Title: 😎 “SPF Miami Vice” — Vacation’s viral sunscreen. DORK meme stocks. South Park’s $1.5B deal. Sydney Sweeney’s Stock Surge.
• Release Date: July 28, 2025

---

1. DORK Meme Stocks: The New Wave of Meme Stocks

Timestamp: [06:07 – 11:05]

Jack and Nick dive into the resurgence of meme stocks, now affectionately dubbed "dorks." Highlighting key players such as Krispy Kreme, Open Door, Rocket Mortgages, and Kohl's, they analyze the factors driving these stocks' sudden popularity.

Key Points:

• Defining DORK Stocks: These are the latest trend in meme stocks, characterized by their underdog status and nostalgic appeal.
• Surging Popularity: Krispy Kreme, for example, saw its stock price increase by 30% in just one week and 60% over the month, accompanied by unprecedented trading volumes.
• Historical Context: Drawing parallels to the 2021 meme stock frenzy with GameStop and AMC, Jack and Nick caution listeners by referencing the eventual decline of those earlier meme stocks.
• Predictive Analysis: While current enthusiasm is high, historical trends suggest that dork stocks may also face significant downturns as their value is driven more by hype than fundamentals.

Notable Quotes:

• Nick [07:01]: "The dorks are 2025's meme stocks. They're surging, but Jack and I know exactly what they'll do next."
• Jack [09:21]: "Hodl, do not sell. Everybody hold the line. Krispy Kreme sprinkles to the moon."

Conclusion: Jack and Nick advise caution for investors enthusiastic about dork stocks, emphasizing the importance of understanding the speculative nature of meme stocks and learning from past market behaviors.

---

2. South Park’s $1.5 Billion Deal and the Paramount Drama

Timestamp: [11:05 – 15:28]

The hosts explore the tumultuous events surrounding South Park’s recent $1.5 billion deal with Paramount and the show's audacious critique of both Paramount and former President Donald Trump.

Key Points:

• The Big Deal: South Park secured a five-year, $1.5 billion exclusive streaming deal with Paramount, signaling a significant investment in the iconic show.
• Satirical Backlash: Just hours after the deal was announced, South Park aired a provocative episode that harshly criticized Paramount for its associations with Donald Trump and highlighted controversial topics like Jeffrey Epstein.
• Unexpected Political Reaction: Contrary to expectations, President Trump approved Paramount’s merger shortly after the episode aired, defying the anticipated backlash from the satirical portrayal.
• Industry Implications: The merger, now under the leadership of David Ellison of Skydance and Sherry Redstone of National Amusements, signals a shift in Paramount’s ownership but retains the lineage of legacy media leadership.

Notable Quotes:

• Jack [13:07]: "They ripped Paramount for canceling the Colbert Report and doing that deal with Donald Trump."
• Nick [14:12]: "Meet the new boss, same as the old Boss."

Conclusion: Jack and Nick highlight the complex interplay between media, satire, and politics, noting that while South Park remains a boundary-pushing force in entertainment, its latest moves underscore the resilience and continuity of major media conglomerates like Paramount.

---

3. Vacation’s Viral Sunscreen: A 1980s Aesthetic Comeback

Timestamp: [17:15 – 21:28]

Focusing on innovation in the skincare industry, Jack and Nick discuss Vacation Sunscreen’s unique approach to product packaging and branding, which has propelled the brand to notable success.

Key Points:

• Unique Packaging: Vacation Sunscreen distinguishes itself by packaging its SPF products in containers resembling 1980s whipped cream cans, creating a nostalgic and eye-catching appearance.
• Market Performance: Despite holding only 1.1% of the American sunscreen market, Vacation has achieved impressive sales growth, doubling its revenue from $40 million to $80 million within a year.
• Brand Strategy: Founded by individuals with advertising backgrounds, the company emphasized brand aesthetics and storytelling before finalizing their product, leveraging the appeal of 1980s culture.
• Consumer Appeal: By infusing humor and irreverence into their packaging, Vacation positions itself as a friendly, approachable brand amidst the often serious and health-focused skincare market.

Notable Quotes:

• Nick [19:38]: "They created the first canned aerosol sunscreen that looks and feels basically like 1980s insta whip."
• Jack [21:19]: "Don't call it chaos packaging. We call this plot twist packaging."

Conclusion: Vacation Sunscreen serves as a case study in disruptive branding within a saturated market. Jack and Nick commend the company’s innovative "plot twist packaging," which not only grabs consumer attention but also fosters brand loyalty through its playful and nostalgic design.

---

4. Additional Business News Highlights

Timestamp: [22:11 – 23:45]

Beyond the main stories, Jack and Nick touch on several other noteworthy business developments:

• Ride-Sharing Enhancements:

  • Uber: Introduces options for riders to book exclusively with women drivers.
  • Lyft: Enables riders to mark favorite drivers or block undesirable ones, enhancing user experience and safety.

• Tesla’s Expansion:

  • Launches Robo Taxi services in San Francisco, marking a significant step following their expansion into Austin.

• Starbucks’ Innovative Strategy in China:

  • Opens free study rooms akin to libraries to attract student clientele, contrasting with some US coffee shops that restrict laptop use.

• Traffic Updates:

  • Washington D.C. surpasses Los Angeles as the city with the worst traffic in the United States, influenced by new administration office mandates.

Notable Quotes:

• Nick [23:29]: "Starbucks is creating library-like rooms. Come on in, bring your textbooks. You don't even need to buy a single cup of coffee."
• Jack [23:40]: "Now L.A. just gets second worst traffic. The silver medal."

---

5. T Boy Trivia

Timestamp: [23:52 – 25:04]

To engage listeners, Jack and Nick conclude the episode with a trivia question:

Question: What kids' product has been banned and then unbanned more than any other product, including bans in San Francisco, Philadelphia, and Norway for 11 years, and is now an Olympic sport?

Hint: "It's no longer banned pretty much anywhere. In fact, it's an Olympic sport now."

Listeners are encouraged to submit their answers in the comments, with the reveal slated for the next episode.

---

Closing Remarks and Community Shout-Outs

Jack and Nick wrap up by celebrating their recent live show in Chicago, thanking attendees, and recognizing listeners' milestones and birthdays. They also share personal anecdotes, fostering a sense of community among their audience.

Notable Mentions:

• Celebration of listeners' birthdays across various cities.
• Recognition of community members for personal achievements, such as completing an Ironman.

---

Final Thoughts

In this episode of The Best One Yet, Jack and Nick deliver insightful analyses on the latest trends in meme stocks, the dynamic relationship between South Park and Paramount, and innovative branding strategies in the skincare industry. Their blend of humor, historical context, and forward-looking perspectives provides listeners with a comprehensive understanding of current pop-business news, all while maintaining an engaging and relatable tone.

Whether you're an investor keeping an eye on the stock market, a media enthusiast following industry deals, or a consumer intrigued by unique product packaging, this episode offers valuable takeaways that resonate across various interests.

Transcript

[Nick]

This is Nick.

[Jack]

This is Jack.

[Nick]

Welcome back. It is Monday, July 28, and today's party's the best one yet. This is a T boy, the top.

[Jack]

Three pop business news stories you need to know today.

[Nick]

Oh, all I gotta say, Jack, what a show in Chicago. Wow, Nick.

[Jack]

We had Yetis flying in from San Diego, San Francisco, Virginia, North Carolina, Boston, Denver, Dallas.

[Nick]

We got YETI groupies. We got YETI groupies. Oh, and then what about the local besties in Chicago? We got to meet everyone.

[Jack]

One of our listeners gifted me this football jersey because they know I love football. I guess I'm a Patrick Mahomes fan now.

[Nick]

It was so loud. Our voices still haven't fully recovered yet.

[Jack]

It was an emotional, wonderfully satisfying experience for Nick and me and we hope it was for you all too.

[Nick]

It was a life moment. We were born to do this. Jack. Yetis, thank you so much for coming out, for sharing your stories with us and hanging out past midnight after the show.

[Jack]

Nick, what's the takeaway of our Chicago show?

[Nick]

Talk to me.

[Jack]

Let's do some more live shows.

[Nick]

Yeah, drop a comment about what city you think we should hit next. But in the meantime, Jack and I spent the weekend recovering and preparing three fantastic stories. Jack, what's on today's T boy?

[Jack]

For our first story, we need to talk about the dork stocks. Dorks open door, Krispy Kreme, Rocket and Kohl's.

[Nick]

The dorks are 2025's meme stocks. They're surging, but Jack and I know exactly what they'll do next.

[Jack]

For our second story, south park just nagged a five year one and a half billion dollar deal from Paramount.

[Nick]

But that same day south park eviscerated Par and the next day Paramount got sold.

[Jack]

It's the strangest media moment of the year and Nick and I are jumping in T boy style.

[Nick]

It's too weird.

[Jack]

And our third and final story is Vacation, the most viral sunscreen brand in America with sales doubling every year because.

[Nick]

Vacation puts sunscreen into a whipped cream bottle full of Baywatch. But Yetis, before we hit that wonderful mix of stories. Oh, what a mix of stories. Great to be back with you, Jack.

[Jack]

This next bit is definitely not financial advice.

[Nick]

But if you do see Sydney Sween today, then that's a buy signal because.

[Jack]

Sydney Sweeney, the 27 year old it girl actress, has been messing with the stock market.

[Nick]

Yeah, Sydney Sweeney has become an economic.

[Jack]

Stimulus package because get this, last week American Eagle announced a new denim deal with Sydney.

[Nick]

Sydney Sweeney's signature American Eagle. Jeans classic.

[Jack]

The result, American Eagle stock jumped 15%.

[Nick]

That's an announcement that created 300 million bucks in market value. That's more than any of Sydney's movies.

[Jack]

And it reminds us of last year when Sydney did a deal with hey Dude. Which is owned by Crocs.

[Nick]

And Crocs stock popped 5%.

[Jack]

Oh, not convinced yet.

[Nick]

Come on.

[Jack]

We have way more evidence proving the Sydney Sweeney stock surge.

[Nick]

Earlier this year, she did a collab with Dr. Squatch, and one month later.

[Jack]

It was sold to Unilever for one and a half billion dollars.

[Nick]

What about White Lotus season one, Jack?

[Jack]

Sydney Sweeney made it HBO's biggest hit franchise.

[Nick]

And now American Eagle stock is surging.

[Jack]

Sydney Sweeney is becoming a bullish buy signal.

[Nick]

If Sydney signs up, investors get euphoria.

[Jack]

Peloton could probably rescue its stock by just giving Sidney a spin class to leave.

[Nick]

Jack. Maybe Jamie Dimon should name Sydney Sweeney his successor. J.P. morgan. J me, Jack. I kind of feel like Fed chair Sydney Sweeney. Has a nice ring to it.

[Jack]

Yeah, it is. We don't need less interest rates, apparently. We just need more Sydney Sweeney.

[Nick]

Jack, let's hit our three stories. Fifteen years before this song, two boys from the northeast met in the dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best the norm. Jack. Nick, that's it. I don't even think they need to practice. 50%. That's a fat tip. 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 show. Start the show. First, a quick word from our sponsor.

[Jack]

Now a quick break. Switching topics to one of our favorite sponsors, Vital Proteins.

[Nick]

All right, Yeti. So Jack has become an extreme collagen user. This guy's adding vital proteins collagen to each morning coffee. And Jack drinks a lot of morning coffee. I should point out.

[Jack]

Yeah, I have three cups a day. I have a tub of mocha and a tub of chocolate. Both make my coffee taste chocolatey.

[Nick]

So Vital Proteins Collagen Peptides is a supplement that has four benefits all in one. Helping support healthy hair, skin, nails, bones and joints.

[Jack]

That is how my face got dewier than a donut.

[Nick]

Mix it into your coffee, to your smoothie or just go straight to your face.

[Jack]

By taking collagen peptides daily, you can support your hair, skin, nail, bone and joint health.

[Nick]

Get 20% off by going to vitalproteins.com and entering promo code T boy at checkout.

[Jack]

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

[Nick]

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.

[Jack]

Airbnb Yetis.

[Nick]

There is nothing more powerful in life or in business than the double dip.

[Jack]

Dip that chip twice and don't end.

[Nick]

It with the ultimate money. Double dip. Hosting on Airbnb. Jack's talked so much about being a host, his friends are asking about it. I'm getting asked about it all the time.

[Jack]

One buddy is about to get married. He has no kids yet. He wants to travel the country dink style with his new wife. How is he gonna pay for it? He's going to list his house on Airbnb.

[Nick]

So, Basties, if you're going on vacation this summer, join the millions who host on Airbnb.

[Jack]

Host your whole space. Host your extra space. Host any space.

[Nick]

The income from putting your home on Airbnb could pay for your whole vacay.

[Jack]

I've been doing it for three different properties now.

[Nick]

Yeah, and it's easy to set booking availability, and then when the booking comes in, Jack, you always say it just shows up in your Google Calendar.

[Jack]

And if you're not sure what to price your place at, check Airbnb and look at similar listings. It's very easy.

[Nick]

You can double dip that chip.

[Jack]

Your home might be worth more than you think. Find out how [e-mail] host.

[Nick]

For our first story, Meme stocks are officially back, but now they're called dorks.

[Jack]

The dork stocks surged last week as they got hyped by retail investors on Reddit. But Nick and I ran the numbers and we can tell you how this.

[Nick]

Is going to end. Yetis, let's start this story with a joke. A donut, a mortgage, a department store and a home buyer walk into a bar. What do they have in common, Jack? I don't know, man.

[Jack]

Is it that they're the top performing stocks? Last week, those four things?

[Nick]

Yeah, it's actually not a joke. It's what just happened on Wall street.

[Jack]

Because Krispy Kreme, Open Door Rocket Mortgages and Kohl's were the top performing stocks.

[Nick]

Of last week and their ticker symbols spell out the word dork.

[Jack]

D, O, R, K. They're all dorks. But let's just focus on the D part. Donuts. Specifically Krispy Kreme.

[Nick]

Yeah, yeah, because donuts are delicious. Let's focus it because.

[Jack]

And because I happen to own Krispy Kreme Stock Net. Although I should point Out. This is an accidental meme stock that I own.

[Nick]

Jack bought a meme stock like two years ago. He didn't know it was gonna become a meme stock. I guess you're gonna get a long term capital gain on that, Jack.

[Jack]

Let's just say I feel like I have extra frosting on me right now.

[Nick]

Because even though Jack bought the Krispy Kreme stock years ago, in the last week it's up 30% and in the last month it's up 60%.

[Jack]

It's not just the price of Krispy Kreme stock that's soaring. It's the volume two, which is the.

[Nick]

Measure of the number of shares traded on the markets.

[Jack]

Krispy Kreme option contracts typically trade about 3,000 of them per day. But last week, 100,000 of them were traded.

[Nick]

That is 33 times more trading than typically happens with Crispy Kreme.

[Jack]

Why is a donut chain the most active stock on Wall street right now?

[Nick]

Is there something in the glaze? Part of me thinks it could be the glazed Jack.

[Jack]

The real answer, It's a meme stock.

[Nick]

That's right.

[Jack]

We saw this phenomenon in 2021. This is a textbook meme stock moment.

[Nick]

And the way Jack and I see it, there are four ingredients that distinguish a meme stock rally from a regular stock rally.

[Jack]

First, with all meme stocks, they start cheap.

[Nick]

Cheap. Most shares of a meme stock begin under $10. Krispy Kreme, for example, it was a $3 stock earlier this month.

[Jack]

Number two, meme stocks are underdogs.

[Nick]

That's right. You buy them to fight financial firms that have shorted the stocks, thinking that the price would go down, but you think they would go up.

[Jack]

Third, meme stocks tend to have a nostalgia element.

[Nick]

That's right, they smell like nostalgia, Jack.

[Jack]

Many of the stocks that end up memeing are childhood brands that you remember. And they also tend to have simple business models that everyone can understand.

[Nick]

Who hasn't had a weekend Kohl's run with their mom followed up with a sweet treat at Krispy Kreme because you were well behaved.

[Jack]

And number four, this is the kicker. The three conditions above result in them being discussed on Wall Street Bets.

[Nick]

WallStreetBets, the Reddit forum where retail traders chat, chat, chat, chat.

[Jack]

This current bout of meme stalking with the dorks started with one Redditor presenting a bull case for open door stock on Reddit.

[Nick]

Just like in 2021 when one Redditor presented a bull case for Gamestop stock.

[Jack]

And meme stocking only works with a team mentality.

[Nick]

We're all in this together. Everyone's got stock stops popping, yolo, fomo.

[Jack]

Hodl, do not sell.

[Nick]

Everybody hold the line. Krispy Kreme sprinkles to the moon.

[Jack]

And the result of those four key meme stock ingredients. We're having a meme stock moment 2.0 right now.

[Nick]

And it's never been dorkier.

[Jack]

But Nick and I spoiler. We're gonna tell you how it all ends.

[Nick]

So, Jack, what's the takeaway for our buddies who are everyone watching? The dork Stocks.

[Jack]

We can't know the future, but we can study history.

[Nick]

Yetis When GameStop, AMC Theaters and BlackBerry became the first meme stocks back in 2021, it was unprecedented.

[Jack]

Never before had a bunch of tiny everyman retail investors used the Internet to create one massive united buying force against Wall Street.

[Nick]

In fact, during peak meme stock mania, GameStop stocks surged 135% in a single day. We had no idea how it would end.

[Jack]

But four years later, we can tell you how meme stock 1.0 ended. It didn't end well.

[Nick]

Here are the numbers. BlackBerry jumped 200%, but has since erased all of its meme stock gains.

[Jack]

AMC Theaters surged 2000% in early 2021, but has fallen 99% since.

[Nick]

GameStop also rose 2000%, but has now dropped 70% from its all time high.

[Jack]

It shouldn't be a shocker that meme stocks eventually fall. After all, they're up on hype, not substance.

[Nick]

But with people still plowing in money, hoping to make a quick buck, it's always a good reminder.

[Jack]

We can't predict what will happen with the dorks, but we can study history like a dork.

[Nick]

For our second story, south park, one of the most culturally relevant shows of our generation, just dissed the president and its parent company and got its biggest deal ever.

[Jack]

This South Park Paramount drama is now the biggest media story of the year.

[Nick]

So Yetis, Jack and I love studying the storytelling craft. And Trey Parker and Matt Stone of South park, they're the best at it.

[Jack]

And their show, south park has no boundaries when it comes to satire.

[Nick]

That's why they're so good at storytelling. Take us down memory lane, Jack.

[Jack]

In 2006, they ridiculed Al Gore, implying that climate change, his most passionate issue, was complete fiction.

[Nick]

In 2009, they highlighted Kanye West's narcissism before anyone else did.

[Jack]

Jesus Christ and Satan have both made regular appearances in south park in ways that your pastor would not approve.

[Nick]

And south park did an entire movie.

[Jack]

Mocking Canadians, including a theatrical number called Blame Canada.

[Nick]

Jack, I haven't told you this, but even though we were in the middle of New York City, our elementary school growing up banned South Park T shirts. You weren't allowed to wear them in class.

[Jack]

What? It's not very progressive of your school.

[Nick]

I was in second grade, so I didn't even understand. But still, it was a thing.

[Jack]

I mean, they kind of pioneered potty language on television, so I kind of understand when it comes to elementary school.

[Nick]

But yetis, what south park did last week in its season premiere was boundary breaking even for them.

[Jack]

Because south park roasted Paramount for its deal with Donald Trump. And then it flame broiled Donald Trump for his connections to Jeffrey Epstein.

[Nick]

But here's the most vicious part.

[Jack]

Just 12 hours earlier, Trey and Matt shook hands with paramount in a one and a half billion dollar South park deal.

[Nick]

It's true. At 10am on Wednesday morning of last week, while we were prepping for our live show, Paramount issued this press release.

[Jack]

A five year deal that paid south park and its creators one and a half billion dollars for the exclusive rights to stream Kyle, Cartman, Kenny and Stan on Paramount.

[Nick]

But then at 10pm that same day, south park eviscerated Paramount on their very own network.

[Jack]

They ripped Paramount for canceling the Colbert Report and doing that deal with Donald Trump.

[Nick]

And get this, that first episode of the new south park season includes an AI deepfake of fully naked Donald Trump.

[Jack]

Also in that first episode, Trump was romantically involved with Satan in bed under the sheets with him.

[Nick]

It was a ruthless roast of the president. But then something even more unexpected happened.

[Jack]

Right after President Trump got roasted in the south park season premiere, he ordered his FCC to finally approve Paramount's merger. The one that Paramount desperately wanted the president to approve.

[Nick]

Besties. This is big because it appeared President Trump had not approved that deal as leverage because he's in a lawsuit against Paramount's 60 Minutes news show.

[Jack]

Now, for a president who punished punishes those who say bad things about him, it was a surprise that he rewarded Paramount right after this south park episode that destroyed him.

[Nick]

I think what you're saying, Jack, is simply put, after Paramount, south park showed a naked Donald Trump sleeping with the devil. You wouldn't think he would approve the deal Paramount wants.

[Jack]

You think he would have blocked the deal as punishment or killed Kenny.

[Nick]

So Jack, what's the takeaway for our buddies over at South Park?

[Jack]

To quote the whole meet the new boss, same as the old boss Yetis.

[Nick]

For Paramount, this is the opposite of a fairytale ending for one of Hollywood's most renowned TV and movie studios.

[Jack]

Now that the merger is approved, Paramount is now part of privately owned Skydance. Which means Paramount has a new boss.

[Nick]

And Jack. Who is Paramount's new boss?

[Jack]

David Ellison, AKA the son of Oracle's founder, Larry Ellison, AKA the ultimate Nepo baby.

[Nick]

He's buying a Hollywood studio and a media company, basically with his dad's credit card.

[Jack]

But Nick, guess who that ultimate Nepo baby is buying Paramount from?

[Nick]

And who would that be, Jack?

[Jack]

Sherry Redstone herself.

[Nick]

A Nepo baby. This is insane.

[Jack]

It's a neppy baby palooza. Sherry Redstone inherited Paramount's largest ownership stake from her father, Sumner Redstone.

[Nick]

So, besties. The way we see it, it's telling that the only one interested in buying this legacy media company is also a Nepo baby.

[Jack]

Because streaming YouTube and podcasts have crushed the business model of TV.

[Nick]

Meet the newbo. Same as the old boss. Now, a quick word from our sponsor. And now a word from our sponsor.

[Jack]

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[Nick]

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[Jack]

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[Nick]

Fast if your revenues are at least in the seven figures, download the free ebook Navigating Global Trade. Three insights for leaders at netsuite.com tboy audible t boy trivia. Here we go. Yetis, what is the biggest thing you can pack for vacation but not have to check your luggage?

[Jack]

I think it's a leading question based on my Audible. I just said a second ago.

[Nick]

Yeah, yeah. The answer's the Audible app. It's the Audible app.

[Jack]

Audible has the deepest selection of audiobooks, podcasts and Audible originals all in one.

[Nick]

You gotta stick all your clothes in a suitcase, but you get thousands of audio titles in your pocket.

[Jack]

Right now, I'm on a World War II kick. I'm listening to Doris Kearns Goodwin on FDR and Eleanor Roosevelt.

[Nick]

How we created the arsenal of democracy. It is Jack's Roman Empire right now.

[Jack]

Now, when we're packing for our summer vacation, we don't forget our toothbrush and we don't forget our Audible.

[Nick]

There's more to imagine when you listen.

[Jack]

Sign up for a free 30 day Audible trial and your first audiobook is free.

[Nick]

Visit audible.comtboy that's audible.comtboy for our third and final story. Vacation, the 1980s inspired sunscreen brand is double in revenue to 80 million bucks this year.

[Jack]

Vacation's whipped cream sunscreen can is a case study in plot twist packaging.

[Nick]

Now, yetis, as you know, Jack has his 42 step skincare routine and a funny thing he shared with me the other day. It's never been a hotter market for sunscreen.

[Jack]

I wear SPF pretty much every day.

[Nick]

Because sunscreen is no longer a seasonal product just for your summer beach days.

[Jack]

Consumers now wear SPF year around.

[Nick]

The result, Sunscreen is the top performing sector of skin care. It's actually up in the last year.

[Jack]

And we're talking about a brand called Vacation, which launched just four years ago, but did $40 million of revenue last year and is on pace to double to 80 million this year.

[Nick]

And unlike Neutrogena and Coppertone, Vacation has venture capital and Hollywood invested.

[Jack]

Emma Stone is in On Vacation.

[Nick]

But here's the interesting context we noticed. Vacation is actually still small. They're the number 13 sunscreen brand out there.

[Jack]

They only have 1.1% market share of all of American sunscreen.

[Nick]

But here's what's wild at Target, Costco and Bloomingdale's, where Vacation competes with other sunscreens on the shelf. They're one of the top sellers because.

[Jack]

Vacation is the only sunscreen you will find that is served in a whipped cream can that looks like it's straight out of 1984.

[Nick]

We will explain Yetis. This is what we found fascinating about this story. The founders of Vacation Sunscreen, they only worked in advertising. They have zero beauty or sunscreen experience.

[Jack]

So they leaned into their strength. They built a brand before they even had a product to sell.

[Nick]

Under that brand, we repeat, these three friends literally came up with imagery, fonts, vibes, before even knowing what they would put them on.

[Jack]

They thought that the 1980s aesthetic was underappreciated.

[Nick]

Are you talking like Richard Gere, Julia Roberts, Pretty Woman kind of thing?

[Jack]

Jack Exactly. So they moved to Mexico and realized they could stick that 1980s brand aesthetic onto Sunscreen.

[Nick]

Here's how they whiteboarded this. What sunscreen would Gordon Gekko bring to the Hamptons?

[Jack]

What sunblock would Jane Fonda bring on.

[Nick]

Her Carry on from Key West? Jack. What lotion would they lather on for Miami Vice? You know what I mean?

[Jack]

But then here's the kicker. Based on that branding, they redesigned the packaging to look like another popular 1980s product. Whipped cream.

[Nick]

That's right. They created the first canned aerosol sunscreen that looks and feels basically like 1980s insta whip.

[Jack]

It looks so much like whipped cream, I'm surprised their lawyers let it happen because, like, you know, somebody's gonna grab it and put it up to their mouth to start pounding that thing.

[Nick]

Someone's gonna lick it. Now here's the insight, actually. You see the sunscreen industry, it competes on boring health issues. A race to the bottom, basically.

[Jack]

Yeah. This one's paraben free. That one's high spf. This one's coral reef safe. And of course, they're all number one, recommended by dermatologists.

[Nick]

That's an expensive competition. But Vacation's differentiator is just taking itself less seriously.

[Jack]

They think the entertainment sells.

[Nick]

So it's kind of like the brands we told you about. Liquid Death or Dr. Squatch. They're not trying to be the best. They're just trying to be your buddy.

[Jack]

Your buddy who will always put sunblock on your back if you ask them to.

[Nick]

Because if you put Vacation up to your ear, you can hear David Hasselhoff sweating. So, Jack, what's the takeaway for our buddies over at Vacation Sunscreen?

[Jack]

We don't call this chaos packaging. We call this plot twist packaging.

[Nick]

Yetis the key to plot twist packaging is an ironic twist, creating attention. Something that makes you pause. That's the appeal.

[Jack]

Graza put olive oil in a squeezable plastic shampoo bottle. Liquid death put water in a tall boy beer can.

[Nick]

Glossier was the OG they put makeup in bubble wrap like it was fine art.

[Jack]

And now Vacation has put sunscreen in.

[Nick]

A whipped cream can. And their latest idea, it's a jug of sunscreen that you wear as a bracelet.

[Jack]

These products disrupt your expectations. They cause you to pause and you become interested.

[Nick]

And that makes the mundane rebellious. And in this economy, there is appeal to rebellious.

[Jack]

Don't call it chaos packaging. This is way more thoughtful. It's plot twist packaging.

[Nick]

Jack, could you whip up the takeaways for us?

[Jack]

To kick off the week, the latest crop of bean stocks is known as the dorks.

[Nick]

The dorks. We can't predict the future, but history says these dorks will eventually go down.

[Jack]

For our second story, last week, south park ruthlessly roasted both Paramount and President Trump. And then President Trump approved Paramount's merger.

[Nick]

But for Paramount, here's the situation. Meet the new boss, same as the old Boss.

[Jack]

And our third and final story. Vacation Sunscreen is the hottest SPF in the aisle, doubling sales this year. To $80 million.

[Nick]

Vacation's innovation, the plot twist? Packaging sunscreen in a whipped can.

[Jack]

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

[Nick]

First, Uber and Lyft both announced updates to give riders more choice for their drivers.

[Jack]

Uber will let women book rides with only women drivers, if that's what they prefer.

[Nick]

And Lyft will now let riders mark their drivers as favorites or block drivers they've had who are bad. Which my mom is definitely gonna use this cause she like remembers everyone's name.

[Jack]

No? Speaking of rides, Tesla just launched Robo Taxi in San Francisco this weekend.

[Nick]

I know, I'm just trying to jump in T boy style.

[Jack]

First city they've expanded to since Austin.

[Nick]

And second, Starbucks has a new strategy to woo you to its free study rooms.

[Jack]

Get this in China. To attract student coffee drinkers, Starbucks is creating library like rooms.

[Nick]

Come on in, bring your textbooks. You don't even need to buy a single cup of coffee.

[Jack]

It's the opposite strategy. You see in the US where some coffee shops forbid you from opening up a laptop.

[Nick]

We are bullish on the Starbucks library, by the way. And finally, Washington D.C. has now officially beaten Los Angeles for worse traffic in the United States.

[Jack]

Yeah, the new administration's return to office mandates have added to gridlock in D.C.

[Nick]

Which is not good news for people in Los Angeles. In fact, it's arguably bad because the traffic is still the same in Los Angeles. But you can't brag that you're number one at traffic anymore.

[Jack]

That was the only consolation to LA's bad traffic is the superlative worst in the country.

[Nick]

Every time we go to la, Jack, someone's like, I was in Santa Monica and the 405 was backed up to New Beach Venice.

[Jack]

Now L. A just gets second worst traffic. The silver medal.

[Nick]

Now time for the best fact yet. This one, because it's Monday, means T boy. Trivia. Jack, what do we got today?

[Jack]

Trivia. What kids product has been banned and then unbanned more than any other product?

[Nick]

To sprinkle on more context, it was banned in San Francisco and then banned.

[Jack]

In Philadelphia and then banned in Norway for 11 years.

[Nick]

For years, parents, schools and governments did not allow it. This product was banned.

[Jack]

And the hoas, oh, they hated this thing.

[Nick]

Jack, what do we say you give a hint as well?

[Jack]

It's no longer banned pretty much anywhere. In fact, it's an Olympic sport now.

[Nick]

Let us know what you think it is in the comments and Jack and I will reveal the answer on tomorrow's Pod Yetis, you look fantastic to start the week. Jack, you are glowing over there. What a time in Chicago, man.

[Jack]

Highlight of the summer. I can't wait to do another live show.

[Nick]

We can't wait to do another. Thank you to everyone in Chicago for coming out and for just giving everything to that show. It was so loud, it was so cool and we are so appreciative to.

[Jack]

Be with you as always. Nick and I will be back with you tomorrow.

[Nick]

H y H T B O Y if you know, you know. See you there. And before we go, a happy birthday to Yeti Kristina Marin Casanovas AKA cmc Over in London celebrating a birthday.

[Jack]

Happy birthday to Lillian Yang in Los.

[Nick]

Angeles and to Mary Walsh, the legendary panther of New Jersey living in Greenwich.

[Jack]

Happy birthday. Happy birthday to Elchin Agabalov in Fairfax.

[Nick]

Virginia and Evan Cordova from Salt Lake City. Just finished their First Ironman, the 70.3 finish. Fantastic.

[Jack]

And a big shout out to Eric for giving me this EPIC jersey, number 15. It was my number in college.

[Nick]

How did he know that? The Knicks jersey. He gave me. Eric, thank you so much.

[Jack]

And a big shout out to Jack Williams from Joplin, Missouri. Just came out as Trans and chose the name Jack.

[Nick]

Great name. Congrats, Jack. And Monsie and her whole bachelorette buddy crew on the trip to Napa. Met you on the airplane. You guys had a blast, I'm sure. Congratulations.

[Jack]

And finally, big shout out to Dan and Trish, Boulder's finest for coming in clutch with a Sharpie. Nick and I did a bunch of autographs. It was amazing. Couldn't have done it without your shark.

[Nick]

We love seeing you, Dan and Trish, and we can't wait to see at the next one. Thank you for being our number one groupies.

[Jack]

This is Jack. I own stock of Reddit, Krispy Kreme and Lyft. And Nick and I both own stock of Peloton. 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.

[Nick]

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