Company Insights
Peloton’s blockbuster demand hits snag with shipping delays
Peloton faces continued shipping delays for its products causing long wait times and poor customer service, despite strong growth in the first quarter of this year.
Section
Company Insights
Company Insights
If Covid hasn’t Forced Beyond Meat to Establish Loyal Consumers, they Never Will
Unlike most, Beyond Meat is thriving in 2020. The company’s stock is up 114% as of October 27, far outpacing the S&P 500’s 6.
Etsy
Etsy’s partnership with Klarna is a boon for holiday shoppers
Just in time for the holidays, Etsy shoppers can now use Klarna to “buy now, pay later,” on certain purchases.
Company Insights
Delta’s decision to continue blocking middle seats is the right one for now
Delta Air Lines announced in August that it will continue to block middle seats until at least January 6, 2021. The company will be the last of the four major U.S.
Earnings
Netflix Subscriptions Overall Prove Underwhelming But Growth Abroad Looks Promising
Although the coronavirus aided Netflix’s 2020 subscription growth, its performance against unprecedented competition in the past year showed that the novel ‘streaming wars’ will not be fought domestically but in expansions abroad.
Peloton
Peloton’s secret weapon: its fitness instructors and their social clout
As moats go, Peloton’s got a few: high-tech equipment refined over years, established supply chains and a native focus on virtual fitness.
Company Insights
Nvidia Should Stick to What It Does Best
Constant shortages of Nvidia’s top-selling graphics cards is not only leading to lost sales but is spurring frustration among its consumers and inviting competitors to fill the void.
Heard on the Street
Wall Street Thinks Netflix Is worth a Price Hike, but We Haven’t Heard from Main Street
Netflix’s investors are stoked about the streaming giant’s recent price hikes. But the jury is still out on its subscribers.
Company Insights
Pandemic Pushes Online Grocery Sales Sky High, But Kroger Strategy Leaves Something To Be Desired
Online grocery shopping is booming in the pandemic. And with coronavirus cases rising in most parts of the country, it makes sense.
Company Insights
The RealReal’s Focus on Brick-and-Mortar Won’t Pay Off
The RealReal wants to dominate the luxury resale market, even if it means losing money.
Company Insights
The end of the road: Tesla is headed toward a cliff
Tesla is an overvalued, overhyped company that woos investors with product ideas that are either half-baked or completely unreal.
Company Insights
Well-Timed Mirror Purchase Catapults Lululemon Beyond Athleisure
With the pandemic upending the fitness industry, Lululemon bought Mirror, a home workout startup, at just the right time.