PTON – For Some or For All?

by | Jul 12, 2023

The more consumers at large consider Peloton to be a fitness and wellness brand for all, as opposed to a luxury hardware brand for some, the larger the TAM opportunity will be for the Peloton app. No better way to gauge this than to ask consumers directly and track...

NYT | ARPU Leading Indicator

by | Jun 6, 2023

Each month, we isolate readers of various publications and ask them how much they would be willing to pay per month to have a subscription to that site/paper. The chart below shows that the amount readers self-reported being willing to pay peaked during the height of...