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The $40 Billion Wellness Apocalypse Is Coming
And it may create the biggest opportunity in wellness. 91% of Boutique Fitness Studios Aren’t Profitable. Read that again. Because I did. Three times. Then I looked out my car window and drove past another pilates studio opening in LA. Another reformer. Another membership. Another lease. I came across that stat while diligencing the hottest deal in wellness right now. I can't say more now, but will soon (obviously)…and honestly? Even obsessing about this deal — the stat stopp
rhirsch11
Jun 166 min read
Target Just Made A $70B Bet & Issued Zero Press Releases. It's The Biggest Secret In Retail.
The #1 question I get: What Are Peptides & Why Is Everyone Talking About Them? // Target Just Made A $70B Bet & Issued Zero Press Releases. It's The Biggest Secret In Retail. So you want to inject yourself… I get the same text multiple times a week: “what are peptides and why is everyone talking about them?” Short version: peptides are tiny chains of amino acids that tell your body to do things it’s already designed to do: make collagen release growth hormone repair tissue Yo
rhirsch11
Jun 164 min read
Peloton's CEO Deleted His LinkedIn Post. But It Needs To Be Talked About.
Dear Peloton, we need to talk. Again. Part I: The Most Mismanaged Brand In Wellness (And I’m Rooting For Them) There is no brand in wellness that makes me more emotional than Peloton. Like being dealt the best hand at the table and asking for new cards. The problem was never the cards. Peloton dropped Q3 earnings two weeks ago, but I cannot stop thinking about it. Yes, I’m late, and I don’t care. I was stunned. Their CEO posted on LinkedIn about how proud he was of the quarte
rhirsch11
Jun 167 min read
Are We About to Make Bone Density Sexy?
Everyone's optimizing their brain. Nobody's talking about their bones. Your Bones Called. They're Being Ignored. The DEXA scan is having a moment. If you don’t know what a DEXA scan is — it’s basically an x-ray that tells you how strong your bones actually are, and makes you viscerally aware that you are, in fact, a person made of skeleton. Everyone’s booking one. Good. We love a woman who knows her numbers. But here’s the problem with the DEXA boom: we’ve built a culture of
rhirsch11
Jun 164 min read
My Most Unpopular Opinion About Where Wellness Is Going
I'm calling it. The biggest format shift in wellness is already happening. Investors Keep Calling Them Beverages. That’s the Mistake. For a long time, wellness lived in cabinets. Vitamin bottles lined up next to the sink. Protein tubs shoved into pantries. Greens powders, collagen scoops, electrolyte packets, magnesium capsules. Wellness was something consumers had to remember to do. But I think we’re about to watch one of the biggest format shifts in modern wellness happen i
rhirsch11
Jun 164 min read
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