In the January quickfire, we highlight…
- A softer market for AAPL’s iPhone 15
- Auto marketplace traffic rebuilding, share consolidating in favor of KMX
- Hard landing for softlines, fast fashion under pressure
- Temu (PDD) share of global marketplaces surges in December
- COIN benefiting from renewed interest in BTC
- Enterprise seat contraction likely to keep 2024 SaaS guides soft
- JetBlue/Spirit (JBLU/SAVE) merger called off in difficult demand environment
- TSLA’s Cybertruck driving conversions
- Netflix (NFLX) winning showdown vs Disney+ (DIS) in major markets
- InVision shuts down as design landscape shifts