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Peloton
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?
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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!
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Executive Briefing
Peloton for everyone?
Questions from a big relaunch. Also: Lessons from Duolingo’s TikTok success, and more.
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Executive Briefing
Can a ‘save now, buy later’ service possibly work?
Also: What’s up with Peloton?
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Executive Briefing
The Peloton age
More than 80% of Millennials say they prefer working out at home. What does that mean for Equinox?
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Executive Briefing
Why Apple is making workout tapes
It’s not just for the subscription revenue.
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Executive Briefing
Peloton’s cultiness, quantified
How Peloton’s Net Promoter Score compares to Juul, JetBlue, and more.
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Executive Briefing
The peaks and valleys of Peloton’s IPO filing
Peloton has a hit on its hands. What will it become?
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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.
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