Market Map

Pilates

Sep 8, 2026

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7 min read

Every Other Boutique Workout Is Shrinking. Pilates Is Booming. That Still Won't Save the Wrong Studio.

The category is real, and it is the trap. The 2026 filings show why the tailwind that lifts the whole category never reaches most of the owners inside it, and what actually decides which studios get paid. Part 1 of 4.

Franchise

The Three Hottest Chicken Brands of 2026. Only One Shows You the Money.

Aug 4, 2026

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6 min read

The Three Hottest Chicken Brands of 2026. Only One Shows You the Money.

All three just filed their latest numbers. One prints a full P&L, one prints a single figure, one prints nothing at all, and you'll still probably buy it. Part 1 of 4.

Dan Lorenz

Franchise

Boutique Fitness: Why One Studio Rings Up $1.2M and the Next Goes Dark

Jun 30, 2026

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6 min read

Boutique Fitness: Why One Studio Rings Up $1.2M and the Next Goes Dark

The franchise is identical. The outcomes are not. The reason isn't the brand, and it isn't luck. It's sitting in a filing most investors never finish. Part 1 of 4.

Dan Lorenz

Home Care

Jun 2, 2026

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7 min read

Home Care: The Tailwind, the Trap, and the Part Discovery Day Skips

The aging population is real. So is the 75% turnover. Both are in the FDD. Only one shows up at Discovery Day.

Dan Lorenz

Market Map

Every Other Boutique Workout Is Shrinking. Pilates Is Booming. That Still Won't Save the Wrong Studio.

The Three Hottest Chicken Brands of 2026. Only One Shows You the Money.

Boutique Fitness: Why One Studio Rings Up $1.2M and the Next Goes Dark

Home Care: The Tailwind, the Trap, and the Part Discovery Day Skips

The Zorzee Report