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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Sponsored by Alan-1!
On this week's episode we explore how “legacy” can be leverage, not a limit, and why nostalgia only works when it fuels the next wave of experiences. From Disney’s soft attendance to Netflix House pricing, we break down what’s hype, what’s working, and what operators should adjust now.
• leveraging legacy IP without getting stuck in the past
• nostalgiatainment trends and Retroescapes viability
• theme park economics and Orlando softness
• Halloween supply chain shocks hitting redemption
• Five Iron growth strategy and localization
• Chuck E. Cheese expansion plans in Turkey
• Dave & Buster’s Philippines format and billiards
• Genda x Toys “R” Us retailtainment and dwell time math
• Netflix House anchor mix and price positioning
• VR kiosk pitfalls and LBVR differentiation
• AR‑light momentum and privacy pushback
• AI as tool: ads, commerce, and game dev productivity
• licensing expo takeaways: toys, games, emoji, micro‑arcades
• competitive sports and active entertainment momentum
Keep an eye out for a flood of Stinger Reports coming out over the next few weeks with the build-up towards IAAPA.
Chapters
1. Opening Banter & Legacy Theme (00:00:00)
2. Nostalgia’s Return and Retro Escapes (00:02:20)
3. Sponsor Break: Allen One (00:04:15)
4. Park Economics: Disney, Vegas Softness (00:04:51)
5. Halloween Supply Shocks & Redemption Costs (00:07:11)
6. Five Iron’s Funding and Strategy (00:09:19)
7. Chuck E. Cheese Turkey Expansion (00:10:44)
8. Dave & Buster’s Philippines Reboot (00:12:38)
9. Genda x Toys “R” Us Retailtainment (00:15:39)
10. Retro Escapes Vegas: Hype vs Reality (00:18:29)
11. Big Popular 2: Atlanta Park Pitch (00:21:20)
12. Netflix House Pricing & Mix (00:23:24)
13. Sponsor Break: Intercard (00:26:18)
14. VR Kiosks’ Last Stand (00:27:04)
15. Consumer Pivot: VR to AR‑Light (00:29:16)
16. AR Glasses Backlash & Norms (00:32:20)
17. AI Valuations, Ad Targeting, Commerce (00:34:20)
18. Game Industry’s AI Adoption (00:36:58)
19. Pyro‑Drones Gone Wrong (00:38:45)
20. Brand Licensing Expo Takeaways (00:40:20)
21. Emoji IP, Micro Arcades, Sports Push (00:44:20)
22. Wrap‑Up & Resources (00:47:00)
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