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It’s a new week, Future Party. In what might be the kookiest auction of the year, a Hot Cheeto in the shape of Michael Jordan’s Jumpman logo is hitting the block… and will likely sell for a lot — a Cheeto shaped like the Pokémon Charizard sold last year for $87,840. Who knew Cheeto art collecting was so competitive?
DAILY TOP TRENDS
YouTube – F1
X
(Twitter)– The PittGoogle – The Electric State
Reddit – Black Bag
Letterboxd – Mickey 17
Spotify – “Relationships”
Hasbro Wants Adults’ Inner Child
Toy giant Hasbro is shifting its strategy to focus more on teens and adults, who, logically, have more money to spend than kids… and a growing appetite to play with the IP they grew up with.
The Big Game: Hasbro hasn’t exactly been on a financial rollercoaster in recent years, as it enjoyed the highs of a sales surge during COVID. That all reversed as the company grappled with inflation (10 consecutive quarters of declining sales), a bloated balance sheet (a troubled movie studio), and now, tariffs. If focusing on “kidults” can supercharge sales, Hasbro could be in good shape.
Behind the Shift: Hasbro is betting big on nostalgia and has the data to back it up — about 60% of Hasbro’s revenue comes from customers over 13.
It’s doubling down on toys for evergreen IP like Star Wars, Spider-Man, Furby, and Dungeons & Dragons — which the company expects to “drive much of its margin expansion this year,” per WSJ.
But it’s going beyond toys — the company is pushing the digital game Monopoly Go!, trading cards for millennial favorite Magic: The Gathering, and even developing and publishing its first in-house video game.
And Hasbro hasn’t been afraid to partner with rivals — it collaborated with Mattel to outfit Barbies with Play-Doh attire (a trend that started organically with adults).
Future Fun: Hasbro’s growth play comes after considerable cost-cutting. It slashed $600 million in costs, trimmed its product line by two-thirds, and offloaded its eOne movie studio. Now, it has to contend with the White House’s new tariffs — about 50% of Hasbro’s toys and games come from China. So, the company is hoping to get that number down to 40% over the next two years and may increase prices slightly to weather the storm. But if adults don’t mind their favorite toy or next collectible jumping from $7.99 to $8.99, then it could be smooth sailing.
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The potential? Staggering. Bill Gates himself said a company that cracks true AI could be “worth 10 Microsofts.”
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Americans Have Turned Into Homebodies
A new study has found that Americans are increasingly spending more time at home — a trend that was happening even before COVID forced us to stay in.
Why It Sits: People generally spending more time indoors has ripple effects on all of society, including how people consume entertainment, what they spend their money on, and where they decide to live.
Behind the Channel Surfing: Researchers out of UCLA and Clemson University found that Americans have been turning into homebodies since 2003.
In 2019, Americans spent an average of 30 minutes less per day doing activities outside their homes and 8 minutes less commuting.
By 2021, that dropped by over an hour, from a total of 332 minutes out of the home to 271 minutes. Travel also dropped from 69 minutes per day to 54 minutes per day.
Time out of the house jumped back slightly by 2023, but only marginally so. On average, Americans spend 90 minutes less doing out-of-home things than in 2003.
And even with the widespread return-to-office mandates post-COVID, workers are still spending 5x more time working from home than in the office prior to the pandemic.
The Future: By staying home, downtowns and business districts are getting hit — demand for office and retail space has fallen, and public transit doesn’t have the same ridership. On the flip side, demand for bigger living spaces has increased (amid a housing shortage), and digital subscriptions have skyrocketed in sign-ups as everything becomes a click away.
But all this homebody-ness has led to what The Atlantic has dubbed “the anti-social century.” How the repercussions of that change society may become the country’s biggest health crisis yet… reshaping how community needs to be cultivated.
Together with Gents Journey
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Each card is a gateway to self-reflection, personal growth, and stronger connections. It’s a deck of cards that builds bonds.
If you’re ready to go beyond the small talk and engage in transformative discussions, The Journey Deck is for you.
DEEP DIVES
Listen: Don’t Kill the Messenger chats with filmmaker Chris Landon, the fun-horror maestro behind Happy Death Day and Freaky, about his upcoming Blumhouse thriller Drop.
Read: NYT profiles journalism legend Graydon Carter, who served as the influential editor of Vanity Fair for decades and now runs the Air Mail newsletter.
Review: WSJ takes a ride in the autonomous Zoox taxi in San Francisco.
36.1% of you voted The board of directors in Friday’s poll: Who should have the final say on a CEO’s retirement age?
“It’s hard to put a limit on it. Some people are old at 50, some at 85. It should depend on the individual. That being said, some people can never let go of power when they should. I guess that makes the board the best option to decide.”
“Only if one reaches their level of incompetence should they be considered for retirement with their input, of course.”
“In the near future, biotechnology will reshape our abilities, but not in the same way for everyone. Financial resources will play a significant role in this reality. I believe the only people who will be able to determine the limits will be those equipped with the necessary tools and information to understand their own health, including mental health.”
Let’s keep the conversation going. Join our Poll Of The Day newsletter, so your opinions can shine. Discover how your views line up with your peers’, check out cool insights, and have some fun. It’s data with personality.
QUICK HITS
→ Entertainment / Media
🎬 Horror filmmaker Eli Roth is partnering with Republic to launch a new fan-investment-powered studio called The Horror Section.
📺 CNBC is bringing its rookie sports-media brand to TV — a rare streaming-to-broadcast programming bet.
🤳 After the success of Beast Games on Prime Video, nearly every premium streamer is looking for their own digital creator-led project.
→ Technology
📱 Google is allowing users to add Gemini to their Search history, so the AI can surface personalized Search results.
💰 The White House is reportedly speaking to Binance — whose founder served time in prison for money laundering — about investing in its US operations.
🤖 Beijing is putting DeepSeek — and its employees — under lock and key as the system becomes a priority asset for China.
→ Fashion / E-commerce
📉 Kering’s shares unraveled 12% on Friday after the fashion conglomerate appointed Demna to lead Gucci.
🥤 PepsiCo is in talks to acquire soda brand Poppi for over $1.5 billion as demand for functional beverages pop.
💒 Actress Kerry Washington is taking on the role of lead investor for wedding logistics marketplace Cheersy.
Let us know how we are doing...
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Today’s email was written by David Vendrell.
Edited by Nick Comney.
Copy edited & published by Kait Cunniff.