PTON: Fitness For All, or Some? Depends on Who You Ask…

Each quarter we run a survey tracking consumer trends within the fitness industry. In the latest wave of the survey, we did tons of deep-dive work on Peloton to better understand their customer demographics and how consumers view the company. Of all of the fitness...

Instacart IPO Primer

On Tuesday, September 19 2023, Instacart became the first venture-backed tech company to IPO since 2021. The stock opened trading at $42 a share, 40% higher than $30 a share which was initially anticipated and closed out its first day of trading at $33.70 a share....

Social Media Dynamics

Every quarter, we launch a survey covering social media names as a means to track consumer sentiment. Back in July we published the 40th volume of the survey. We aimed to understand specific trends within the space and had numerous questions relating to usage of...