Blue Apron Holdings, Inc. Class A Common Stock

BARK, Inc.

Chewy, Inc.

Hims & Hers Health, Inc.

Rent the Runway, Inc. Class A Common Stock

WW International, Inc. Common Stock

Chart of the week is here!

I talk about a unique metric and what's been going on with a few names in the consumer(tech) sector $BARK $CHWY $RENT $WW $HIMS $APRN

Take a look at the pic below but click through to see key takeaways and another chart. 👇🏼👇🏼

[https://cedargrovecapital.substack.com/p/how-much-is-each-subscriber-worth](https://cedargrovecapital.substack.com/p/how-much-is-each-subscriber-worth)

![](https://cdn.commonstock.com/f14775366e83c9dc4bf5e2a0f2265a3b870b7b854a1a094defe287a4ed5e30d0-1456x722.png)

Enjoyed this post this morning, found this metric quite interesting.

Nathan Worden

Investors believe in subscription services, but putting hefty valuations on companies has shown its cracks

https://cedargrovecapital.substack.com/p/how-much-is-each-subscriber-worth

How Much is Each "Subscriber" Worth?

A unique metric reveals past euphoria in the market

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