Peloton and The Forecast That Ate The Company
Peloton bet $820 million on a nine-month demand surge. How treating a spike as permanent nearly sank the company, and how to match commitments…
Why Groupon’s Fast Growth was the Problem
Groupon hit a billion-dollar valuation in 16 months while its cohort data told a different story. How growth hid the leak, and how to…
Casper and the DTC mattress CAC death spiral
Casper's IPO filing exposed how much it depended on paid acquisition. How rising customer acquisition costs sank the DTC mattress brand.
MoviePass and the Math That Never Worked
MoviePass charged $9.95 a month and paid full price for nearly every ticket. How 3 million subscribers turned into a cash bonfire.
The WeWork Collapse
WeWork was valued at $47 billion and folded within months. How a real-estate business priced like a tech company hid its unit economics.
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