NFL Election Planning, Mar-a-Lago Fears, Finance Bro Fashion

Happy Friday and welcome back to The Daily Courant, your afternoon dispatch of Puck’s best new reporting.

First up today, Matthew Belloni cuts through the spin surrounding Ted Sarandos’s U-turn on data transparency, digs into the numbers behind Netflix’s latest “What We Watched” report, and deciphers what Sarandos is really telegraphing to Wall Street—and his competitors.

Plus, below the fold: Tara Palmeri penetrates the Mar-a-Lago bunker on the heels of another rough week for the Trump campaign. John Ourand analyzes the NFL’s early-season ratings amid a turbocharged election cycle. Lauren Sherman speaks with serial fashion entrepreneur Yael Aflalo about her return to the industry and self-financing a new brand. On Fashion People, Lauren chops it up with Konrad Kay, Mickey Down, and Laura Smith about Industry’s “finance bro fashion.” And on The Powers That Be, Bill Cohan joins Peter Hamby to discuss how Wall Street dealmakers are hedging Kamala Harris.

MATTHEW BELLONI

After years of advocating data obfuscation, Sarandos is focusing on transparency with his twice-a-year data dumps to frame the competition in a way he knows he can win, then advocating for his rivals to play his new game.

TARA PALMERI

News and notes on the latest rumblings inside Trumpworld amid another assassination attempt, hazy poll numbers, and abounding distractions, both external and self-inflicted.

JOHN OURAND

Early ratings suggest that, despite historical precedents, this election has zero hope of competing with the NFL for the hearts and minds of viewers. Welcome to America.

LAUREN SHERMAN

Four years after her Reformation exit, serial entrepreneur and designer Yael Aflalo is back with her new brand—and some theories about the future of luxury, D.T.C., wholesale, and more.