Trends
Advisory
About
Join
Log In
Archives
Peloton
Executive Briefing
Is Apple still the world’s hottest brand?
Apple was THE brand of the 2000s and 2010s. What will be the brand of the 2020s? Also: Starbucks tanks.
Read more →
Executive Briefing
What happened to Blue Apron?
Marc Lore’s Wonder is putting $APRN shareholders out of their misery. Also: Nike wants more ‘everyday’ runners. And was Lulu-Mirror worth it?
Read more →
Executive Briefing
Parade’s sale, Peloton’s bummer summer, Nike Studios pricing, Ikea’s SF launch, and my Barbie note
Plus: Office Hours for members, this Tuesday. Grab one!
Read more →
Executive Briefing
Peloton for everyone?
Questions from a big relaunch. Also: Lessons from Duolingo’s TikTok success, and more.
Read more →
Executive Briefing
Can a ‘save now, buy later’ service possibly work?
Also: What’s up with Peloton?
Read more →
Executive Briefing
The Peloton age
More than 80% of Millennials say they prefer working out at home. What does that mean for Equinox?
Read more →
Executive Briefing
Why Apple is making workout tapes
It’s not just for the subscription revenue.
Read more →
Executive Briefing
Peloton’s cultiness, quantified
How Peloton’s Net Promoter Score compares to Juul, JetBlue, and more.
Read more →
Executive Briefing
The peaks and valleys of Peloton’s IPO filing
Peloton has a hit on its hands. What will it become?
Read more →
Follow the Money
Why there haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups
Three years after Dollar Shave Club’s big deal, it’s been an anomaly so far.
Read more →
