The Best One Yet - 🥤 “Huge Millennial Water Bottle” — Stanley’s tumbler surge. The Ozempic Effect. Shrek’s music stock.

Episode Date: October 6, 2023

The #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “minnovation”.Ozempic is already being used by a shocking number of people — It’s not just a weight loss drug. It’s changing the entire economy.And you can now buy stock in Shrek (literally the music from the movie Shrek) — It’s financial memorabilia for which we’re happy to pay an emotional premium.$NVO $HPGSFPlay our weekly news quiz: go.tboypod.comSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on Youtube Hosted on Acast. See acast.com/privacy for more information.

This is Nick. This is Jack. It's Friday, the real Friday, October 6th. Then today's pod, it is just the best one yet. We actually have a Kramer family reunion this weekend in Stone. I guess it's all the family. What's going on? Three out of the four Kramer brothers will be there.

You almost have to recount the brothers over there. But there's going to be as many dogs and as many babies as Kramer brothers. Sounds less like a family reunion, more like a dog park, Jack. My auntiem's going to be there. My wife's going to be there. My sister's in-law. I think we got the picture. First story, what have we got for the extended family show?

One of the fastest growing consumer products right now is the 40-ounce Stanley Tumblr. Yet he's that huge Stanley water mug is thriving because the 100-year-old company made one tiny change. For our second story, it's time to introduce the Ozempic effect. The Ozempic weight loss drug has gotten so big it is literally affecting airplanes. And our third and final story, you can now. buy stock in the soundtrack to the movie Shrek. Shrek, the movie, you can now buy stock in it. The only word, Jack and I got to say about this. Hallelujah.

And we're accidentally in love. You know, you know. Hey now. You're a rock star. But Yetis, before we hit that fantastic mix of stories. Just the perfect mix of stories. Love the mix of stories today, Jack. As we all know, when you gotta go, you gotta go. But Yeti, sometimes when you got to go, there is no place that you can go.

And that's the problem that some Silicon Valley startup is pitching a solution for right now. Yeah, it's called Rest Space and they're probably worth a billion dollars for all we know. This startup lets you rent a restroom on demand wherever you are. It's the Airbnb of P. It's called Rest Space and it's exactly what we just said. You can rent a Rando toilet on demand ASAP any time of day. I guess it makes sense. Sometimes you want the privacy of your bathroom to go.

go. But sometimes you also want the novelty of someone else's bathroom. Here's how it works, Yetis. You open up the app when you got to go, but there's nowhere to go. Boom, a map is going to show you that there's a bathroom two blocks away. The bathroom is in somebody's apartment, and you can pay $15 for 15 minutes of that rest space. Yeti's pricing starts at $15 for a toilet and a sink. There you go. 50 bucks if you want to upgrade to the bidet. Oh, Jack, can we talk about the worst case scenario here? Surge pricing? Don't open this app after the barbecue chili food fest. You're better off holding it in.

Now, the way we see it, it makes sense because from a strategic perspective, your bathroom is unoccupied 95% of the time. So you may as well turn your powder room into a profit puppy. On the other hand, this also brings up a lot of tactical questions for this company. For instance, can the user filter rest spaces by a number of toilet paper plies? Or can the host charge a soap fee on top of the fee fee fee? Does this include insurance? Insurance. Insurance for what?

Well, yaddies, going to the bathroom isn't just about going to the bathroom. No, a new mom may need a place to nurse that baby. A job candidate may need a place to freshen up. Just got broken up with, maybe you just need a good sink to cry in. Because the bathroom's really not a bathroom, is it? No, when you think about it, the bathroom, it's a sanctuary. And that lavatory is lucrative. I can't spare a swear, Jack, let's hit our three stories.

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 is an norm Jack Nick, that's it I don't even think they need to practice 50% that's a fat tip Tea Boy City on your at list

If you know you know because we're ready to go We can't wait no more So just start the show Start the show For our first story The Stanley Quencher It has become the IT container for drinking water Sales have quadrupled.

Stanley's huge 40-ounce tumblers are booming. And it's all thanks to one tiny minivation. Yet is before we jump into this story, Jack and I got to talk about the reality. Right, Jack? Every three years. Every three years, we trend through a different water bottle cycle. Jack, I got two huge bottles right here. It's like a new bottle will save our life with hydration.

Every few years, there's a new thing that will change your world with water. I don't believe us. We whipped out the whiteboard on this one. First, it was the Naljean. Then it was the clean can team. Then it was swell. Expensive ways to contain your water. Here's the thing, Bessies.

You didn't just buy one, you bought each of them. Everyone has a drawer with six generations of water bottles. Nothing screams 2016 like a $60 matte finish soft pink swell on a yoga mat, Jack. Is this thing dolphin safe? Well, here's the news, yeties. The new it water bottle is the Stanley 40. And this thing is squashing water bottle sales records right now. Sales are up 275% compared to last year.

We're talking a 4x growth. This isn't a water bottle if you've seen one of them. This is a behemoth. It's not a cup. It's colossal. You want to drink that 12 ounces. You're going to have to lift with your legs, not your back. We got three of these in our household.

They're 40 ounces. They're huge. They look like a piece of military equipment. You keep them in the garage? How are you even fitting these things in there? No, we had to like move the shelves up in the cabinet to make space. They're that tall. Yet is this thing? It's got a built-in straw and it comes with built-in confidence. It's also got a burly handle and fits in every couple. It's a useful product.

Interestingly, it is the vessel of choice right now for both Gen Z and millennials and baby boomers. Baby boomers are buying this thing? You could bring this thing to Pilates or you could bring it to a coal mine. So we had to know. How did Stanley become the it bottle of the moment? How did Stanley become the trending bottle out of all the water bottle? How in just the last years has Stanley's 40-ounce bottle appeared in Barbie movie, Ted Lasso, and Yellowstone? It's conquered every generation. What was the strategy here? A 100-year-old company made one tiny chain. That was it. Yeties, let's go back to 1913. That's when William Stanley graduated from Yale University, but he didn't want to focus on academics.

This Ivy Liger had a passion for steel welding. Steel welding. So he invented a steel vacuum container to keep hot things hot and cold things cold. And for 107 years, that Stanley container only came in four working man colors. It was like the Model T car. It came in black, white, green, or steel. That's it. It's made by the American man for the American man, because that's who I am and that too I care.

But besties, let's fast forward to 2020. What happened then, Jack? Stanley added two new colors. They added cream and desert sage. The following year, Stanley added four more trendy colors. They added orchid, rose quartz, lavender, and tiger lily. The working men hated those colors. The rest of the world loved them.

Jack and I jumped in T-boy style, Stanley now makes over two dozen unique colors of their old cups. This 110-year-old company now has more colors in their product collection than a Skittles rainbow. Because Yetis, you want to know the truth? The reusable water bottle is a fashion accessory. You're carrying around with you every day. So what it looks like matters just as much as how it contains the liquid. A coal mottar would disagree, but he's probably not taking Pilates, Jack.

So, Jack, what's the takeaway for our buddies over at Stanley? Minivations are still innovations. Look, Yetis, you've got to respect the minivation, the mini innovation. Honestly, they deserve a lot more love than they get. A minivation is not a major advancement. It's a marginal improvement. Exactly. After 100 years, Stanley didn't invent some new, complicated water oxidizing Bluetooth technology.

No, they just added a few more colors. Some of them were trendy colors. They were Instagram-friendly colors. They didn't have an R&D team, no engineering. They probably didn't even have to change the machines that they were already using. It was just a color change. But that simple minivation, quadrupled sales and turned it into the number one selling water bottle. So, Yeties, while Mee's, while Mimis, while Miser,

Innovations may be many, they're still innovations. For our second story, OZMPIC, the weight loss drug is causing what we're calling the OZempic effect. It isn't just affecting waste lines. OZempic is affecting the entire economy. Yet is the newest fat and dieting probably is not a fat at all. It's Ozempic and Wegevee. Both owned by Novo Nordisk.

They chemically reduce your appetite to help you lose weight. Basically, these medications are anti-munchies. You are not snacking on it. things. The first time we covered this drug, we referred to it as a Hollywood party favor. Yeah, celebrities, we're getting more OZempic than Botox last year. This miracle weight loss cure, it costs $1,000 a month. You're going to pay your rent or you're going to pay for a diet shot. That's what you already knew about OZemPEC. What you didn't know is the scale to which it's already being used. Get this, Yeties. In just the fourth quarter of last year, doctors prescribed these

weight loss drugs to 9 million Americans. Before you even heard about Oz epic, in the fourth quarter of last year, nine million Americans were using it. Jack, can we sprinkle on a little more numerical context, please? That's 3% of Americans, and it was almost a year ago. Imagine how many people are using it today. I'm sitting down, I'm standing up, I'm not even thinking, I can't even imagine it, Jack. And if this gets covered by insurance, the whole country could drop 15 pounds. And for that reason, the stock of Novo Nordisk is up 70% in the last. year. Novo Nordisk, the company behind Wegevia Nozempic, is now the number one most valuable company in all of Europe. The biggest publicly traded company in Europe is a company that makes

you not want to eat pizza, pasta, and French food. Did you just intentionally name European foods? Yeah, yeah, yeah. Nicely done. This is the worst thing to happen to the Mediterranean diet since the Romans. Okay, check. We mentioned the Romans in the pot. Got it. We can move on. But yet, here's what Jack and I found fascinating about this story. The impact this drug is having beyond the weight loss industry. Everything we just said isn't even the wildest part about OZemPEC. Just yesterday, a Walmart executive said that people are buying less food at Walmart, probably because of OZempec. America's biggest grocer just said that fewer items are getting bought because fewer calories are getting consumed, probably because of OZempe. Walmart has extra Oreos on the

shelves, probably because of OZempe. Isle 6, extra Oreos. This drug is also having a shocking impact on airplanes. The investment bank Jeffries estimated the amount of money that would be saved if passengers lost weight. If the average passenger loses 10 pounds, United Airlines would save $80 million a year because it would need less fuel. We repeat, Yetis, United Airlines could save 80 million bucks a year if we lost weight using Ozempic. And don't even get me started about the snack industry. Yeties, the snack industry just pop their potato chip bag on that news. This is a code red alert for Pringles and Cheez-Itzitz who just launched emergency studies to figure out the impact Ozempic could have on their snack sales. Yeti's, OZempec is changing the fundamental ways that people spend money in this

country. Bad for some, good for others. And not good for your cookie crisp, Jack. Hey, cookie crisp is scared of OZempex. I still want the cookie crisp. I still want it, Jack. So, Jack, what's the takeaway for our buddies over at OZempec? Disruption affects an industry. Revolution affects an economy. Yeti's pier us out on this one. Disruption, it affects an industry. Like Uber disrupting taxis and transportation. Evolution. That affects the entire economy, including completely unrelated industries. For example, the iPhone, it disrupted the phone industry, but its impact went way beyond the phone industry. The iPhone's App Store revolutionized the whole economy, from fashion to fitness.

Well, the way we see it, OZEPIC is having a similar, broad-reaching impact as the iPhone did on a whole bunch of industries. It's not just impacting weight loss. It's affecting airlines and Walmart and Kellogg and Cookie Crisp. because Yetis, OZephic isn't just a product that just disrupted its own industry. Like the iPhone, it's the rare new product that can revolutionize the entire economy. For our third and final story before the weekend, Shrek is no longer just an ogre. Shrek is now a stock that you can invest in. Nick, ogres, they're like onions. They have layers.

And so is investing. It's so well put. Yeties public, the online investing startup. launched a new product that's not your typical equity product. You can buy stock in the Shrek movie soundtrack. Yeah, that's Shrek, like Shrek, which hits screens in 2001. An ogre saves a princess with the help of donkey, the music is eternal from this movie. Is it?

I feel like they could have picked a different soundtrack with better music. Smash mouth, Jack. That was the biggest thing you'd happen to smash mouth since like the wraparound sunglasses. While the music writes to Shrek are a financial asset. You can't play the movie without playing the music. the owners of that asset make money every time the movie is played because the music is played. And every time you stream the Shrek soundtrack on Spotify, that makes money too. Well, perfect timing because the composer of Shrek's original score is selling his stake.

So, Public is divvying out his stake to its users for $10 a share. The way Jack and I see it, it's financial memorabilia. Shrek, the movie, is 22 years old, but it's still getting streamed, so it's still making royalty dollars. And the royalties could make owners as rich as Lord Farquod. Oh, you do know the muffin man, Jack. Now, Yeties, Jack and I should sprinkle on some important contextual context here. This isn't the first time that Wall Street lets you own a piece of the music that you listen to. Back in January, Jack and I covered a story on a company called Hypnosis.

Hypnosis is a publicly traded company that had just bought the music of Justin Bieber. So if you own stock of hypnosis, bipso facto, you own pieces of. of tens of thousands of other songs. Yeah, it's not just Justin Bieber's music in that collection. Dula Lipa, Ed Shearin, Blondie, Journey, all their music is included in hypnosis's stock. Don't stop believing, Jack, keep going. There's more in there too. So when it comes to the Shrek News, it's not new that you can own a piece of music and

take a piece of the royalties they generate. But the Shrek news is unique in that you can do it for just one musical collection. The Shrek soundtrack. Just the Shrek soundtrack. Ticker symbol, ogre. Should be at least. So, Jack, what's the takeaway for our buddies over at Shrek? Yeti's emotional investing pays emotional dividends. Now look, Yetis, a financial advisor would probably tell you to not buy stock in this Shrek music.

Why? Because it's not diversified. This stock success depends on one movie and one movie only, Shrek. It could be risky. So if you must invest in music, a financial advisor would probably tell you to buy stock of a diversified song collection. Because the data shows diversified investments perform better long term than single stocks do. But here's the thing, besties. We're not always driven by cold, hard data, are we, Jack? No, we're not. If we were, I wouldn't have bought the pod son Max one share of Nike stock like I did in L.A. First 529. Jack bought my son Max a share of Nike. It wasn't necessarily

a financial investment. Or my dad has bought shares of Tootsie Roll for years now. You know I bought wilder shares of Disney, so when we watched Disney Plus, we had that special understanding. It wasn't about the financial return. We call these kinds of investments financial memorabilia, and we'll pay a premium for those for the feelings they give you. Yet these buying stock and Shrek music would be an emotional investment with an emotional return to. It probably won't pay the financial dividends of a diversified music fund, but it will pay emotional dividends. And you know what? There is value in that too. Jack, can you whip up the takeaways for us for the real Friday. The Stanley Tumblr has become the trendy water bottle of the moment because a 100-year-old steel

company added a minivation. New colors, that was it. For our second story, it's the O-Zemphic effect. This weight loss drug is shaken up the way people spend money. Disruption impacts industries, revolutions impact economies. And our third and final story, the rights to Shrek's music are now investable on public. It's an emotional investment that pays emotional dividends. And there's nothing wrong with that. Hey now, you're an all-star. But Yeties, this pod's not over yet. Here's what else you need to know today. First, the monthly jobs report for September comes out today. We'll learn the new unemployment rate. Last month, it was 3.8%. And second, apparently back in 2018, Apple considered buying Microsoft's Bing search engine. Interesting. It's according to testimony in Google's epic

antitrust trial. And finally, all 85 scholarship players on the University of Utah football team are getting, get this, get this, a Dodge Ram pickup truck. Did Oprah take over the athletic department? And tight end gets a truck and quarterback gets a truck and kicker. They're getting these trucks for free. And it's all thanks to the Supreme Court ruling that lets college athletes benefit financially off their name, image, and likeness. Now time for the best fact yet. This one sent in by Jack Leonard from lovely Lancaster, Pennsylvania. Nick, of the top 10 highest grossing actors of all time.

Yes. Eight of them have starred in Marvel movies. That's right. Yeti's eight of the 10 highest paid actors of all time. We're playing superheroes in superhero movies. Sounds like a trivia question, Nick. Yeah, it does. It does. So here's the question. Who are the two highest paid actors who've never been Marvel superheroes?

Okay, Yetis, we'll give you a beat and we'll give you a hint. The hint is they share the same first name. And that first name isn't Hulk. The answer to the two highest paid actors who've never been superheroes, Tom Cruise. And Tom Hanks. And AI, Tom Hanks. It's the Tom Hanks threshold. Tom Hanks. He's like always with us. Tom Hanks and Tom Cruise. Great Yetty. Great Yetty. Yettys, you look fantastic before the weekend. Jack, you know it's actually Flea Week here, so it's extremely loud right now.

Oh, yeah, very loud Air Force aircraft, right? The Blue Angels going over there. This is nuts. It'd be even louder if they took us. epic. Honestly, it's so loud I need to hide in a Stanley water mug, Jack. I actually think they're dropped in Stanley water bottles down to the crowd. Well, you know, you've got three of them on your whole property, Jack. They're worth it. It's hydration.

Ever heard of it? Jack, that's not a cup. That's a flex. That is. Nick and I have to wrap up the show now. Have a fantastic weekend. Celebrate the wins. Play our pop biz, pop quiz, and Jack and I will see you Monday.

And before we go, a congratulations, good luck in carboloading to Andrew Murray, who's running the Chicago Marathon on a Diet of Donuts. And good luck to Fred Foam Run, who's also running the Chicago Marathon. And funny thing, Steve Ropeppy, a Yeti from Cleveland, is also running the Chicago Marathon. Guys, you got this. 26.2, round up to 27. And Justin and Monique have a six-year anniversary they're celebrating tonight in Plantation, Florida. Congratulations and good luck to Chris Costello.

and Chris Tarbell, who just left their jobs to start a new search fund together. And Emily Zao and Jackie Chow just got engaged in Japan. Guys, that is a Japao. And congratulations to Alyssa and Andy. They've been listening to this show since the COVID lockdowns, and now they're getting hitched in beautiful San Francisco City Hall. Just like you guys, Jack. They're doing it the same place.

We got our civic situation there. Yeah, we got the papers. Beautiful. And Inace Ross and Nico Bergman, who met at Warden's Welcome Weekend, are now a few years later getting married in Hong Kong. Tea boys and besties for life. And a happy birthday to legendary Yeti. Barbara's Wig of New York City,

the queen of 61st Street. And happy 30th birthday to Nick Pulgini, who's celebrating her to chick filet in Chicago. Doing logistics. And Karim Price is celebrating a birthday over in Cartagena, Colombia. Lovely. Happy birthday to Kathy Ha, celebrating in Frankfurt, Germany.

And Rebecca Dover is celebrating. and her 50th in Italy, not too shabby. Happy birthday to Pierre Anderson, celebrating in the South of France. And Rosie the Posey Horwitz is turning 10 down in Silver Spring, Maryland. Happy birthday to Paul the Cowboy Drew, who's celebrating in Flower Mound, Texas.

And Kim Bex Murray is turning 32 down in Florida, celebrate that win. Happy birthday to Chris Randall in Arlington, Texas. And Joe Driano could not be more excited about turning 30 in Bellingham, Washington. And happy belated 40th birthday, To the Bodine Brock brothers, Isaac and Zach, who are celebrating big time. I don't know where, but somewhere incredible.

Somewhere amazing. This is Jack. I own stock of Disney. Nick and I both own stock of Spotify and Apple. And Nick's son, Max, owns one share of Nike in his college savings. Maxie has Nike. I forgot his name. That was great.

Not the gum drop buttons. Say it like that. Say it like that. Trust me. I was planning to. Say it like that. Go to whatever zone that was.