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...

An Update on Carvana..

Back in January, we published an article on Carvana named “Is Carvana Over? The Consumer Angle.” At the time the stock was trading at around $4.20 per share and there was serious concern that the company would have to file for bankruptcy. Since the time we...

Student Loans & Discretionary Spending

With student loan repayments set to resume in October, there have been questions as to how individuals that are straddled with student debt will react to having to pay off their loans every month. How will discretionary spending change as they resume? What industries...

Wayfair vs. Amazon: Pricing Wars

Of all of the eCommerce platforms that we run survey and pricing analysis on, Wayfair continues to show up as one that consumers are more likely to shop at episodically. A large plurality of Wayfair customers stated that they primarily purchase goods from the website...