Starbucks dropped its 2026 holiday lineup this morning, complete with a new Tiramisu Velvet Latte and a Bearista cup revival, and the brand’s real-time momentum data shows the psychological trigger landing right on cue.
Nov 5, 2026 · 5 min read
The Morning Wire
The stories moving brands today:
Keurig Dr Pepper's third-quarter net sales jumped 71% on the back of its JDE Peet's acquisition, with its soda and refreshment brands posting double-digit growth even as its US coffee business leaned on a one-time tax refund just to stay profitable.
Coupang's third-quarter revenue grew 7%, but costs tied to a fire at its Incheon fulfillment center pushed the Korean e-commerce giant to a $501 million net loss and sent the stock lower.
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Apple beat on revenue and earnings in its fiscal Q4, but soft guidance and a cautious AI strategy sent the stock down nearly 3% on John Ternus's debut as CEO.
Estée Lauder beat fiscal Q1 estimates and raised its full-year outlook, with niche fragrance brands outgrowing the rest of the portfolio by a wide margin.
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McDonald's Brings Pokémon Cards Back to the Happy Meal, 30 Years LaterFifteen toys, two trading cards apiece, and the first physical Pokémon toy at McDonald's since 2018. The nostalgia math writes itself.
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M&A · Nov 1, 2026
DoorDash Makes It Official: $17 Billion for Instacart, and Grocery Delivery Just Got a Lot Less CrowdedThree days after reports had DoorDash “nearing” a deal, the company signed one: $65 a share, board approval on both sides, and a promise to leave the Instacart app alone. Here’s what actually changed.
Health · Oct 30, 2026
Church & Dwight Beats Its Own Outlook Again, and Arm & Hammer Laundry Does the Heavy LiftingNet sales rose where the company had guided for a decline, and the board approved a new $1 billion buyback to go with it.
