trends newsletter

January 21, 2020

Issue #32
Entertainment and Media how to sports and fitness

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1.21.2020 Issue #32
⚽ How Alex Mather Built The Athletic – RV Parks Worth Millions – New Insights on Chinese Spending 🇨🇳

Happy Davos week. Who knows, maybe you’ll get there someday by following an idea from the Trends community…

Quick note: We’re planning to send the next newsletter in two weeks (Feb. 4). Many of you have asked for more detailed reports and a less-frequent cadence, so expect to see us in your inboxes biweekly.

New this week: How Alex Mather’s multimillion-dollar success with The Athletic could translate to other startups… The fragmented RV and mobile home site industry has plenty of room for new businesses… Famous investor checklists… And why the Chinese are digging ambient milk and other takeaways from its growing economy.

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Leads

Practical tips for investing and growing your business.

Comcast is accepting applications for a new sports tech accelerator. A retired stockbroker curated these company evaluation checklists for Warren Buffett, Joel Greenblatt, and others. If you’re thinking about investing more in the stock market, this is a great time to
buy Chinese stocks. But more than half of CEOs expect the global economic growth rate to decline in the next 12 months. How to start thinking of your customers as a network that can save you from spending too much on marketing. Speaking at a conference? Here’s how to build an interesting, efficient presentation.

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Weekly Case Studies

Curated stories from the business world

Dive into the success stories of companies around the world and discover how they achieved.

How One Company Created a Niche Market for Young People Who Want Fancy Bibles
How to Capitalize Early on the Fast-Growing Sports Gambling Industry
How Moiz Ali grew Native Deodorant from $0 to $100m acquisition in 2 years
How The Athletic Grew a Niche Audience to ~1m Subscribers in 4 Years

Market Signals

In-depth trends analysis & monitoring

Discover what’s trending before it goes viral

Don’t press snooze on this opportunity: sleep supplements

The signal: As meditation becomes mainstream, people may be surprised to find that searches for sleep apps double their meditation counterpart. As people invest in getting a better night’s rest, there’s opportunity abound, including physical products like weighted blankets or premium PJs, supplements, popular insomnia drugs having their patents expire, companies paying their employees to sleep better, marketing for sleep specialists, or online sleep education (ex: sleep apnea test has 27k searches per month).

The alternative milk market is getting frothy

The signal: As more people wave goodbye to dairy, alternative milk is slowly taking over; it has already cornered 13% of the market. With the exception of soy milk, all of the alt-milks have been on the up, with some of the newer entrants including hemp milk and pea milk. Other alt-products are getting attention, including cashew cheese, with 18100 searches per month.

Capitalizing on the Airpods market, making more money than Shopify

The signal: Since killing the headphone jack, Apple has graced the world with AirPods, which did an estimated 60m units in 2019. That means AirPods alone are bringing in approx ~$10b in revenue, more than Twitter, Shopify, or Spotify, to name a few popular tech giants. Opportunity lies in Apple opening up SiriOS or the wave of iPhone accessories (including cases, cleaning kits, hooks, and keychains) which have shown “hockey stick” growth alongside their hardware predecessor.

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