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Blue Apron nixes subscription model in favor of a-la-carte meal kits #shorts #blueapron #mealkits
Bloomberg Television· 2025-08-13 16:55
Blue Apron is known for this weekly subscription model. What inspired this change. Yeah, you're you're right.Uh Blue Apron launched in 2012 and really like set the playbook for meal kits. And a big part of that was a weekly box that you would get every single week with meals inside to cook. What we've learned over the last few years is that people aren't really meal plans and they don't necessarily want to eat the exact same way every single week.and they were looking for a lot more flexibility in those mea ...
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Bloomberg· 2025-08-11 11:10
Blue Apron is moving away from its weekly subscription model to sell a-la-carte meal kits, catering to shifting consumer preferences for budget-friendly and convenient food options https://t.co/93QWfp7kUC ...
Here's Why I'm Going To Keep Buying This Stock
Joseph Carlson After Hours· 2025-08-07 19:45
Duolingo Analysis - The analyst initiated a $10,000 position in Duolingo within the Story Fund, a growth-focused portfolio [1] - Duolingo is considered the undisputed leader in digital language learning with strong brand recognition and global scale [1] - The company employs a gamified premium model, efficiently converting free users to paid subscribers, similar to Spotify [1] - User data fuels AI-driven personalization, leading to high user retention, approaching social media levels [1] - The company's total addressable market is large, with an estimated 2 billion people learning English [1] - The company's revenue grew 414% to $252 million last quarter [2] - Subscription revenue accounts for the majority of the company's revenue, reaching $734 million and growing 47% year-over-year [2] - Daily active users increased by 39%, indicating strong user engagement [2] - Free cash flow is growing rapidly at 55%, and earnings per share are up 73% year-over-year [3] Comparative Analysis - Texas Roadhouse has outperformed FICO, Google, Microsoft, and Meta over the past 5 years [30][31][32][33] - Whimo is outperforming 99% of Uber drivers in Atlanta, highlighting the effectiveness of autonomous vehicles [40][41]