Member Brief: New Nostalgia

What does a comedian, a content trend, and subtle changes in preferences tell us about the direction of commerce over the next several years? Life may imitate art. Consider these three categories of recent reports.

This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and other tools to help you make high level decisions.

Join Here

Member Data: Cost Cutting

A sure sign that the pandemic is over is that the ascension of two bellwether “stay-at-home” stocks are performing at pre-pandemic levels on the public market. Two tech companies, both leaders in their respective spheres, are showing just how difficult the road ahead may be. To 2PM readers, this shouldn’t be news. We published this, just this week:

This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and other tools to help you make high level decisions.

Join Here

Member Brief: Winning Time, Netflix Subscribers, and You

Netflix’s Q1 tells a bigger story, and it has something to do with Jerry West, Travis Kalanick, Oxycontin, and We. More on that in a bit. In this week’s earnings results, Netflix said it lost 200,000 subscribers during the first quarter, the company’s first decline in paid users in over a decade. The churn was greatest in North America (600,000) and Russia (700,000). CFO Spencer Neumman:

This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and other tools to help you make high level decisions.

Join Here