September2017

Bulk versus pay-by-choice:

Bulk versus pay-by-choice:

Cardlytics recently discovered via data review of 120 million US bank accounts a swing to multiple studio use versus one gym membership for the active people.  yoga. boot camp. pilates. yellowtheory.   they asked why and got – because it is more fun.  is choice the disrupter?  we are using tech platforms bringing the shop front to the palm and releasing the power of choice across a lot more sectors than car and room hire. we are watching one now on a project in syd.  will get back to you on results.

Franchising failing to PE?

Franchising failing to PE?

When market share is critical and working capital is limited, franchising can work as you loop in others equity – with cash and sweat.  Over recent years though we have unwound more franchising models than created them because cash is more of a commodity and sweat prefers team based leverage models. It has us thinking PE is punching Franchising where it hurts.

Tech roadmaps brutal

Managing product roadmaps has sped up over the last 3 decades as trade show launches fell away and we tried to leapfrog competitors to channel.

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