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"Without data, you're just another person with an opinion."
- W. Edwards Deming, Revolutionary Statistician
Climbing Everest with Social Distance
Source: Google Trends The signal: Last month, our senior editor Zack Crockett wrote about the big business behind Mount Everest. Everest has seen a 10x increase in traffic over the last 20 years, but it’s also inspired the latest adventure sport: Everesting.…
Come Together: Multi-Generational Homes and Other New Living Arrangements
Source: Deutsche Bank analysis of Census Bureau Data The Signal: In a much-discussed article last month, David Brooks laid out his thesis as to why "The Nuclear Family Was A Mistake." One of his key points concerns the rise of multi-generational…
Someone Please Entertain the Kids
Source: Google Trends The Signal: Kids are bored at home. Finding ways to keep them entertained is about to be big business. US parents already spend $22B/yr on after-school activities like sports or dance classes, not to mention $36.2B/yr on child care. But as…
Is This (Finally) Telemedicine’s Moment?
Source: Yahoo Finance The Signal: Telemedicine -- the practice of remote care via video, calls, texts, email etc. -- has been hyped for years and seen billions of investment dollars. But as recently as 2017, fewer than 20% of consumers used…
Digital Fitness is Here to Stay
Source: Sensor Tower The Signal: According to the International Health, Racquet & Sportsclub Association (IHRSA), there are 62m gym memberships in the US and 183m globally. Social distancing measures have put the physical gym and fitness club industry on pause. Similarly, in-person…
TikTok: A Haven for Niches
Long gone are the years where you learn American history through 300-page textbooks. Teens are looking to their fave app to do that: TikTok. Some would argue that TikTok is just a glorified version of Vine, nearly a decade later. But the…
Coronavirus May Accelerate 2 Retail Trends: Immersive Online Shopping & Urban Fulfillment Centers
Source: SafeGraph The Signal: SafeGraph, an analytics firm that tracks store visit data, released a tool showing how foot traffic across US commerce is being affected by coronavirus. For the most part, the patterns drawn from the data are consistent with our basic…
The latest superfood is… sea moss?
Source: Google Trends The Signal: Interest in Irish moss has recently re-emerged as it has built up its reputation as a superfood. This trend has gathered steam alongside the COVID-19 pandemic and will likely remain popular moving forward, as an age-old remedy…
Is There Dough to be Made in Bread Funds?
Source: Upwork Report: Freelancing in America 2019 The Signal: In the US alone, 57m people freelanced in 2019. This number, representing a significant percentage of the American workforce (35%), grew by 7% since 2014, compared to 2% growth in the non-freelance…
AutoZone Shows Why Repair Businesses Perform Well During Recessions
The Signal: US stocks have gone through one of the wildest rides in recent weeks as the coronavirus pandemic has spread across the globe. At the bottom of the market, the S&P 500 officially entered bear market territory (a 20% index decline) for…
“So I Heard You’re Working From Home”
The signal: Said everyone, ever, everywhere. Millions of people across the world -- as of today, COVID has confirmed cases in 155 countries -- are working remotely. How can you tell? Queries like "how to install zoom" have skyrocketed. The…
What Happens When the Supply Chain Stops Supplying? You DIY.
Source: Google Trends The signal: COVID-19 has thrown markets into turmoil, upended the travel and cruise industries, and flipped the supply chain on its head. When this happens, it’s hard to know where to look. As products in need become scarce…
Goodbye, Dairy Farms. Hello, Lab Milk.
Source: Google Trends and Keywords Everywhere The signal: Years ago, the thought of drinking lab milk made our stomachs turn. But recent developments in alternative milk have changed our minds. RethinkX’s recent Food and Agriculture report estimates that the cow milk…
The next miracle materials? Graphene’s newest siblings
Source: Google Trends Calling all science nerds. Remember when the pioneers of graphene were awarded the Nobel Prize in 2010? Or when the European Union awarded $1B in funding to research the material? Flash forward to 2020, where graphene has dozens…
Setting the ambitious on FIRE
Source: Google Trends The signal: Remember when you were so rich that you could literally retire decades before you anticipated? Yeah, about that… The FIRE (financially independent, retire early) concept has been around for decades, but has recently gotten more legs…
How Coronavirus is Affecting Supply Chains
A few weeks ago, we highlighted early macro effects of the coronavirus and ways entrepreneurs could help find novel solutions. Since then, the disease has spread rapidly. In this update, we highlight takeaways from Matt Stoller, a US policy expert…
In February, Fintech Saw $28B+ of M&A Deals. How Can You Support It?
The Signal: Fintech-related M&A activity exploded in February, with 5 notable deals totaling more than $28B: February 24: Intuit Buys Credit Karma for $7.1BKeys to dealIntuit acquired Credit Karma’s 90m users (half of which are millennials), who have consented to receiving emails regarding…
The Natural Hair Movement: A Not-So-Niche Niche
Source: Anvaka.github.io/sayit The signal: The natural hair movement is well, a movement. Since the term started taking off in 2010, people have continued to search for queries like "natural hair," but also for commerce-based queries like "hair products for natural hair." Over time,…
These Soft Robots Can Parkour
Source: Google Trends The signal: When most people hear the word robot, they probably conjure up an image of Wall-E, Disney’s "last robot on earth," a rigid, metal beast. But the future of robots might look more like Baymax, Disney’s marshmallow-like "soft"…
A $50m Soccer Fund Highlights Lifestyle Opportunities for the Sport
Source: Forbes The Signal: Major League Soccer (MLS) kicks off its 24th season on Saturday, while the National Women’s Soccer league begins play in April. More money than ever is flowing into the sport, and we identified a number of opportunities…

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