Pitch Day

Activity

Developing a research program to scale a local cultural phenomenon.

Presented by:
Larry Vincent,
Professor of the Practice
of Marketing
Presented to:
MKT 512
September 11, 2025

Learning Check

Must Do

Be sure to fill in …

  • Your Name (as registered)
  • The version of the quiz you are taking (A or B)
  • Your student ID number

Write your name on upper left corner of the questionnaire.

Briefing

Disney+

  • Subscriber losses → ~700k in Q1 2025
  • Recent price hikes
  • Enforcing paid sharing rules
  • Experimenting with bundles (ESPN+ and Hulu)
  • Streaming churn increasing across industry
  • Disney+ ARPU is up, but global growth slowing

Snap

  • DAUs growing 469mil / 9% YoY
  • Monetization is weak
  • US engagement dropped
  • Botched redesign (cost DAUs)
  • Spotlight now accounts for 40%+ of content time (+23% YoY)
  • Ad business took a hit due to a software glitch
  • ARPU much lower outside US

SoulCycle

  • Intensifying competition within boutique fitness category (Barry’s, Club Pilates, etc.)
  • Customer loyalty dropped during COVID and has been slow to recover
  • Hybrid options growing in popularity
  • Individual studio profitability under pressure
  • Retention believed to be linked to instructor quality, scheduling, and community
  • Rumors and publicized drops in employee morale; multiple senior team changes