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Archives Peloton

Blue Apron 2022 Investor Day

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 →

Parade

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 →

Peloton commercial screenshot

Executive Briefing

Peloton for everyone?

Questions from a big relaunch. Also: Lessons from Duolingo’s TikTok success, and more. Read more →

Accrue Savings

Executive Briefing

Can a ‘save now, buy later’ service possibly work?

Also: What’s up with Peloton? Read more →

Peloton Tread+ Treadmill

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 →

Apple Fitness+ Trainers

Executive Briefing

Why Apple is making workout tapes

It’s not just for the subscription revenue. Read more →

Peloton

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 →

Direct to Consumer product chart

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 →

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