In Lockdown, Collage Decor Thrives
The Signal: Searches for “wall collage” are rising to all-time highs on both Google and Pinterest, as a planet stuck at home looks for new ways to bring the world inside.
In a trend driven by both social media aesthetic and nostalgia for a world that seems increasingly like a distant memory, people have begun covering their walls with visual reminders of things they love. Opportunities in the space are as mixed as the collages themselves, and include:
Collage Kits: Searches for “collage kits” are up 300% since February, according to Google Trends. A collage kit is a curated collection of photos and images that people buy as a starting point for their collage.
Photographer Tessa Barton sells several themed kits ($89) — City, Coastal, and Tezza Collage — which include prints of 150 of her photos, all of which have sold out. Her company’s Instagram audience has grown exponentially over the last few months, adding ~9k followers in the last 4 weeks alone.
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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.
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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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