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"Without data, you're just another person with an opinion."
- W. Edwards Deming, Revolutionary Statistician
Anti-signal: Bed, Bath & Beyond Saving?
Source: Yahoo Finance  The Signal: The home goods retailer Bed, Bath & Beyond (BBBY) saw its stock price decline by more than 20% one day last week. The sharp dip followed the company’s release of a sales warning, which highlighted that…
Don’t press snooze on this opportunity: sleep supplements
The signal: Sleep science is closely linked with other wellness trends. If you take a look at the r/sleep subreddit, for example, you’ll notice that its related subreddits give us insight into what sleep advocates also care about. Looking closely,…
Catch the Waves on the Growing $10B+ Powerboat Business
Source: National Marine Manufacturing Association (NMMA) The Signal: OneWater -- a premium boat retailer with 63 stores in the US and 2019 revenue of $768m -- recently filed its pre-IPO S-1 forms and officially went public on February 11. Per the…
Profiting from Perfume: DIY Perfume
Source: Google Trends The signal: Among other trends driven by the rise of “maker culture,” people are interested in making their own perfume. But beyond the fun of turning your kitchen into a potions class, people are gleefully bypassing the smelly…
Anti-signal: The long line of DTC genetics isn’t looking too hot
Source: Yahoo Finance 2017 was the year that consumer DNA took off. 2020 might be the year that bubble bursts.  In recent weeks, 2 of the genealogy bigwigs -- Ancestry.com and 23andMe -- announced plans to lay off hundreds of people. …
Club Factory, an ecommerce app exploding in India
Source: Sensor Tower The Signal: Speaking of apps, the app intelligence firm Sensor Tower recently released its Q4 2019 industry overview, which is full of interesting takeaways. One stat worth highlighting is the absolute dominance of Google Play Store app…
XFL 2.0: The latest pro football league goes all in on gambling
Source: Social Blade The Signal: The XFL made its triumphant return over the weekend after a nearly 20-year break. Founded by Vince McMahon, the 8-team professional football league played one season in 2001 before closing shop. To make the second…
Riding the greenest wave around town: carbon neutral mentions
Source: CBInsights Earnings Call Tracker The signal: In 2019, the European Union voted to ban single-use plastics, including phase out plans for plastic straws, bags, bottles, and even less obvious items like cotton bud sticks. The union is not the first…
Anti-Signal: Greeting cards are no longer welcome in physical retail
Source: IBISWorld The Signal: Over the final week of January 2020, Tennessee-based Schurman Fine Papers -- which sells artsy stationary and Papyrus-branded greeting cards -- filed for bankruptcy with a stated intention to close all 254 of its stores and unload its…
LEDs have lit the way for TikTok accessories
Source: Google Trends The Signal: In 2019, TikTok became the second-most downloaded app in the world (after WhatsApp). The social app clocked more than 700m downloads (w/ $177m in revenue) last year. Around November of 2019, the Google search trend for "TikTok…
The rush to understand and help address the coronavirus
The signal: In the wake of an epidemic, the world must come together to find novel solutions. In recent weeks, we’ve learned more about the disturbing spread of the coronavirus, which has spread from Wuhan, China, across the world. As…
LGBT Weddings are on the up
Source: Pew Research Center The signal: In 2019, we wrote about weddings going micro. In 2020, they’re LGBTQ. Last year alone, 4 countries legalized same-sex marriage (Northern Ireland, Ecuador, Taiwan, and Austria), giving marriage rights to a potential population of over 70m people. There…
Sensory Playgrounds
(Source: Google Trends) In a 2020 playground... a slide, a tire swing, a wiggle tube, and a pile of woodchips is not enough. Sensory playgrounds have gotten more attention each year, promising not just a fun experience, but the ability to…
Teqball
(Source: Google Trends) Imagine if a curved ping pong table and soccer had a baby. That, my people, is teqball. Teqers (yes, there’s a name for them) pay anywhere from €899 for the “Teq Lite” fiberglass table to €2,999 for the…
Yurts
Yurts Consider the yurt the new-age version of the tent. Yurts are rounded tent structures with pointed tops. They’ve been around for years but lately have been getting even more attention, including being featured by brands as part of the rising…
Brave Browser: This company raised $35m in 30 seconds
(Source: Brave Press Releases) The signal: Brave, a privacy-first browser, is intent on disrupting Google’s business model through its unique advertising platform, which profit shares 70% of ad revenue. Unlike conventional ad programs, ad-matching is performed on the user’s device, never exposing people’s…
Dental SEO: WOM is no longer enough for dentists
(Source: Google Trends) The signal: Terms like "dentist SEO" picked up in volume in 2016, as dentists recognized that traditional patient acquisition (i.e., word of mouth, referrals) just wasn’t cutting it. Tackling the dentistry spaces was a perfect match for marketers, since the…
Capitalizing on the Airpods market, making more money than Twitter and Shopify
(Multiple Sources, including Bloomberg and CNBC) The Signal: After killing the headphone jack, Apple graced the world with Airpods 3 years ago. Since then, the wearables product has quickly scaled to an estimated 60m sales in 2019, and over 100m since inception. Assuming the original $159…
Exploding growth in girls lacrosse
(Source: National Federation Of State High School Associations) The Signal: Over the past decade, girls’ lacrosse was far and away the country’s fastest-growing high school sport. The sport saw a +54% change in participation from the end of 2009 through last year. Soccer…
Electroforming: the next arts & crafts sensation?
Source: Subredditstats) The Signal: One of the fastest-growing groups on Reddit is the subreddit r/electroforming, which has seen a 7x subscriber increase (to nearly 11k subs) over the past month. Electroforming is a metal-forming process that looks like a high school science experiment... (Source: Google…

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