The Best One Yet: 🥛 “My Milk$hake” — Gap’s Katseye surge. NFL’s supersonic Eurotrip. Too Good To Go’s Labubu of Leftovers. +TBOY Toys.
Podcast: The Best One Yet
Hosts: Jack Crivici-Kramer & Nick Martell
Date: November 24, 2025
Overview
In this energetic Thanksgiving week episode, Nick and Jack serve up the top three “pop-biz” stories you need to know, blending humor and sharp business insight. Highlights include why the NFL hasn’t yet conquered Europe (but soon might), how a viral music video sent Gap stocks soaring, and the billion-dollar business of “not-so-fresh” groceries. Plus: the debut of TBOY’s very own Labubu-inspired plush toy for listeners.
Key Stories and Discussion Points
1. NFL's Supersonic Eurotrip: Will Boom Tech Finally Bring US Football to Europe?
[Timestamps: 06:00–10:50]
- Background: The NFL’s long-standing dream is to have permanent teams in Europe (specifically London and Germany), but logistical hurdles abound.
- Three Key Hurdles:
- Disadvantage for European Teams: Geographic isolation and jet lag would make teams less competitive.
- “Your kicker is going to get frozen by the jet lag.” — Nick [07:37]
- Player Compensation: Extra costs and hassle for relocation would require hefty bonuses.
- Travel Time & Recovery: Football players need nearly a week to recover after games, and losing travel days would be untenable.
- “How much protein and cold plunges can you really fit on a transatlantic 747 flight?” — Jack [09:07]
- Disadvantage for European Teams: Geographic isolation and jet lag would make teams less competitive.
- Proposed Solution: Boom Supersonic, a startup invested in by United Airlines, is developing jets that could move teams across the Atlantic in three hours.
- “If the NFL bought three of these boom supersonic jets, they could transport an entire 200 person traveling party...and get that NFL team from Europe to America and back in half the time.” — Nick [10:09]
- Historical Parallel: MLB teams only moved west when airplanes made it possible.
- Outlook: Boom’s tests look promising; there’s hope for European NFL teams by 2029.
- “Shrink the Atlantic and expand the NFL.” — Jack [10:50]
2. Gap’s Katseye Surge: When a Music Video Becomes a Marketing Rocket
[Timestamps: 11:00–15:28]
- Background: Cat’s Eye, a diverse global girl group, starred in a viral Gap denim “ad”/music video—a choreographed remix of Kelis’ “Milkshake.”
- “It’s really a 90 second music video set to the 2003 hit ‘Milkshake’…and it was wardrobed by the Gap.” — Nick [12:03]
- Impact:
- Gap’s stock surged 8%, adding ~$1 billion in value, with sales up 7%, the best growth quarter since 2017.
- “500 million views. That’s like three Super Bowls worth of numbers.” — Jack [13:24]
- “Cat’s Eye got Gen Z to fall into the Gap last quarter.” — Nick [13:40]
- Business Model Shift: Gap isn’t just doing celebrity sponsorships; they’re producing original music and events, behaving more like a record label. Their CEO, Richard Dixon, was credited (and complimented for his hair).
- “If we could give out a T Boy Profit Puppy Award to Best CEO of the Year, we’re probably giving it to Richard D. Dixon.” — Jack [14:05]
- Takeaway:
- “The Gap is acting like a record label.” — Nick [14:19]
- By focusing on artistry and music integration, Gap is fostering brand love more deeply than standard collabs.
3. Too Good to Go: The Billion-Dollar Marketplace for “Labubu of Leftovers”
[Timestamps: 17:13–20:48]
- Business Case: Too Good to Go is a Danish unicorn startup that sells “surprise bags” of groceries close to expiration at huge discounts—recently in partnership with Whole Foods.
- “It’s like how every bagel shop sells yesterday’s bagels...Too Good to Go sells oldish food for cheap. They’ve scaled yesterday’s bagels idea.” — Jack [17:59]
- Platform Details:
- A classic marketplace—matching stores with food waste to adventurous buyers craving bargains.
- “One man’s trash is another man’s truffle.” — Nick [18:08]
- Market & Mission:
- Despite skepticism about the size of the “not fresh” food market, the app reframes the product as a fun adventure, like a Labubu mystery box.
- “They’ve turned a potential liability—not the freshest food—into an asset of being fun.” — Jack [20:24]
- “It replaces what-to-eat-tonight decision paralysis with what’s-in-the-grocery-bag excitement.” — Nick [20:31]
- Despite skepticism about the size of the “not fresh” food market, the app reframes the product as a fun adventure, like a Labubu mystery box.
- Takeaway:
- “Too Good to Go is the Labubu of leftovers.” — Jack [20:48]
Notable Quotes & Memorable Moments
- “You can’t hug ChatGPT, but you can hug the yeti for Yetis.” — Nick, pitching their new plush toy [03:01]
- “It’s not an emotional support animal. It’s an economic support animal.” — Jack, on the TBOY Yeti plush [01:50]
- “My milkshake brings all the girls to the Gap. They’re like, it’s better than Zara.” — Jack [13:44]
- “They’ve turned not fresh into fun with the Labubu mystery box concept.” — Nick [21:27]
TBOY Plush “Economic Support Animal” Announcement
[Timestamps: 01:18–03:05, 23:33–24:07]
- Nick & Jack introduce their limited-edition “TBOY Yeti” plush doll—a tongue-in-cheek “Labubu dupe” and the “only business news show that’s selling a plush doll.”
- “It makes Peloton stock feel like Nvidia stock.” — Nick [02:21]
- Listeners are encouraged to buy quickly as they’ll sell out, with delivery by Christmas or Hanukkah.
Brief Market and Tech News Highlights
[Timestamps: 21:33–22:56]
- Markets dropped 2% last week, but bounced on hints of December rate cuts.
- Waymo announces major city expansions for its self-driving cars, with Tesla and Amazon’s Zoox joining the fray, especially in San Francisco.
- The literal final penny minted in Philadelphia is expected to sell for $5 million in auction.
Community Shoutouts (Birthdays, Engagements, Listener Wins)
[Timestamps: 24:11–25:21]
- Milestone celebrations among listeners: birthdays, engagements, student loans paid off.
- Special mention to Tony Ho, Olivia Ryder, Alexis Crawford, and more.
Best Fact Yet
[Timestamps: 23:01–23:29]
Why is Lyft pink?
Jack and Nick reveal that Lyft’s brand color was chosen to stand out among black and blue tech/carmakers and to feel more human.
Timestamps for Quick Navigation
- NFL’s Euro Problem & Boom Supersonic: 06:00–10:50
- Gap x Cat’s Eye (Music Video Marketing): 11:00–15:28
- Too Good to Go & Labubu Business Model: 17:13–20:48
- TBOY Yeti Plush Segment: 01:18–03:05, 23:33–24:07
- Brief Business Headlines: 21:33–22:56
- Listener Shoutouts & Community: 24:11–25:21
- Best Fact Yet (Lyft's Pink Color): 23:01–23:29
Episode Tone & Style
- Language: Casual, witty, full of business humor and affectionate ribbing.
- Atmosphere: Upbeat, accessible, filled with pop culture references.
- Listener Engagement: Frequent direct addresses to “Yetis,” birthday and community shoutouts, inside jokes.
Key Takeaways (Recap)
[Timestamps: 20:57–21:33]
- NFL in Europe: Only possible if supersonic jets can shrink travel time.
- Gap’s Growth: Fueled by artistry and music, not just fashion collabs.
- Too Good to Go: Turned “not fresh” into the thrill of a surprise, scaling the mystery-box model for groceries.
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