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How Yeti Survived a Pandemic—and Private Equity
The insatiable desire for consumers to own nice things was suddenly interrupted by the coming of COVID-19, and experts are predicting a brutal contraction of up to one-third of the current luxury good market size this year.
Katie Jones • Charting the Rise and Fall of the Global Luxury Goods Market
People are mostly at home, so they’re perhaps more willing to invest in a nice, reusable dispenser, and subscription for refills. Keeper’s starter kit, including a glass dispenser and one bottle of concentrate, costs $20, and customers are automatically signed up to receive two refills per month for $10.
Dan Frommer • The audacity of launching now
The subscription model Soho House has been perfecting for a quarter of a century has suddenly become one of the hottest trends on Wall Street, due to the success of companies from Netflix to Dollar Shave Club.
Marker • A Global Pandemic Could Be the Best Thing That Ever Happened to Soho House
A year ago, Peloton was one of the biggest winners of the COVID-19 rally. Post-2020, a combination of increased cost and decreased price made Peloton fall just as quickly.