Hospitals and insurance are running towards a cliff. Especially with the current cuts to Medicaid. That shortfall will be passed on to the consumer in some way. Hospitals to be hiring more administrators than doctors and nurses. Plus, the path to becoming a doctor is almost unattainable with the costs and limited space at universities.
Insurance companies are raising premiums and deductibles.
QVC. The quality of what they have to offer has gotten worse and you usually pay a lot for shipping even when you return an item. They continue to sell items that are very poorly rated so are not listening to their customers. A few years ago, they let go some much loved hosts, and the viewers were not happy.
Bungie. After the way they’ve been handling themselves with Destiny 2 they’ll either go bankrupt or Sony is going to just completely absorb them. They’ve already been considered insolvent.
Uber? They now take 40% of what they charge us consumers. Uber drivers are pissed and leaving. Waymo driverless won’t roll out fast enough to replace drivers leaving.
Walgreen’s. Now owned by PE Sycamore Partners, with plans to close 1,200 stores over 3 years, and 500 in ’25. Guessing they’ll do what PE does best- gut, strip & close.
My money is on Klarna. Saw an IPO announcement for them the other day and immediately thought that they were doing a last minute cash grab to make up for the losses for people not paying the financed burrito back. They cater to the financially vulnerable. If they try to sue it will be like milking a stone. My opinion is it’s an credit card with extra steps and no risk control. If they don’t go bankrupt, they might get bought out by someone.
Rogers (Canadian equalivent to Xfinity/Comcast), they’re inching closer to being the exact same company and our market isn’t taking it well from my biased perspective.
Also best buy. Combination of not having the specialty for the “niche” market (they are the Walmart of electronics) and not spending the money for staff to support their clients. Again I’m biased since I used to work there.
Macys – I could see maybe somehow they sell the name and their big flagship in nyc stays open, but the company and all its regional stores is certainly on borrowed time.
I could see some of the major movie theater chains going away like AMC and Regal. Rising costs of going to a movie in a time when people have less disposable income, movies that now stream a few weeks after being released in theaters, and people increasingly not knowing how to act in a movie theater are all going to take their toll.
From everything I’ve heard, it sounds like they’re trying to justify their own existence by bullying small businesses into signing up for premium and ads, and will even adjust their reviews negatively if they don’t comply.
I interviewed for a sales job there a couple weeks ago and got weird vibes. When I asked what was most surprising to new hires after a few months he said “that it doesn’t get easier.”
Froyo chains. Recently walked into a Red Mango in my neighborhood and was charged $11 and change for a small cup with no toppings. I’m no froyo connoiseur and honestly I just wanted a sweet, frozen treat. I wouldn’t care if it was a icecream, froyo, sorbet or whatever. For $11 I could have just gone into the supermarket, buy a whole tub of icecream with money left over for other things.
trustpilot. There business is modern day mafia extortion. They publish un-verified negative reviews of businesses online, and require the business to pay a hefty fee just to have those reviews removed.
Their whole business model since they launched in the early 90s has been to buy up sporting rights and whatever TV programs are popular and put them behind a paywall. They’ve had the best of the Premier League rights since it launched in 1992 and if a programme got popular on free to air TV they’d swoop in and buy up the rights. For example they did that with Lost when its first series aired in the UK on Channel 4 and was a hit.
Now they have a problem, they are losing subscribers to all the various different streaming services, plus they are struggling to get their existing satellite customers onto their own streaming service and their satellites will be life expired before the end of the decade. And because they are paying ridiculous amounts to keep the Premier League rights, this means that their high subscription prices are driving a lot of people to using dodgy boxes.
And their Achilles heel is the fact that they haven’t produced a huge amount of content of their own, apart from sporting programs which have a short self-life. So unlike over legacy broadcasters they don’t have a huge catalog of content to fall back on to attract customers.
I would be genuinely surprised if they exist in the same form come the end of the decade.
iRobot. They’ve been so far behind other robotic vacuums for a long time. I even beta tested a couple before they launched and wow… Just their whole mapping tech is awful. Relying too much on the camera with no lidar was a mistake when everyone else was using lidar. The camera is nice for object avoidance but that’s all it’s good for. It still plays bumper cars with all of my walls and furniture when I tested them.
They have now added lidar but I think it’s too little too late.
Literally any and every newspaper. Nobody buys them anymore. A few in my area even started being handed out for free in a vain attempt to try and get people interested
Five Guys. I don’t really know about their financials. But the stores are always dead. They are ridiculously expensive. I was in the mood for a $20 fast food meal a while back. At 12:20 pm on a Wednesday I was the only one there.
Numerous fast food chains. Why? They cost as much as chain restaurants. I would rather get a Chili’s fajitia than a Big Mac meal for the SAME price. McDonald’s will probably survive outside of the U.S.
Seems like Private Equity likes to travel our planet like Galactus and just gobble up any remaining soul in a company then shit it out into bankruptcy.
So many restaurants. The prices are just way too high. It isn’t sustainable. We went to Red Robin recently. It was a Friday night around 7pm and there was almost nobody there.
Comments
AI bubble will burst and many of the startups will go bankrupt
Cadbury chocolate. They’re moving everything to cheaper recipes that just taste bad.
GoPro
They just dont have a good product anymore when compared to their competition and they have nothing else to fall back on
Hospitals and insurance are running towards a cliff. Especially with the current cuts to Medicaid. That shortfall will be passed on to the consumer in some way. Hospitals to be hiring more administrators than doctors and nurses. Plus, the path to becoming a doctor is almost unattainable with the costs and limited space at universities.
Insurance companies are raising premiums and deductibles.
QVC. The quality of what they have to offer has gotten worse and you usually pay a lot for shipping even when you return an item. They continue to sell items that are very poorly rated so are not listening to their customers. A few years ago, they let go some much loved hosts, and the viewers were not happy.
Best Buy. Nobody to assist and can order most their stuff online
Bungie. After the way they’ve been handling themselves with Destiny 2 they’ll either go bankrupt or Sony is going to just completely absorb them. They’ve already been considered insolvent.
Based on my investments I can think of 6 🙁
Uber? They now take 40% of what they charge us consumers. Uber drivers are pissed and leaving. Waymo driverless won’t roll out fast enough to replace drivers leaving.
A bunch of companies focused around Pickleball. I don’t think pickleball breweries with shitty beer will survive.
Walgreen’s. Now owned by PE Sycamore Partners, with plans to close 1,200 stores over 3 years, and 500 in ’25. Guessing they’ll do what PE does best- gut, strip & close.
Nissan
Chrysler AKA The Stellantis Group. Lee Iacocca bought them 20 years of time 40 years ago.
Stellantis. They joined together 16 brands so that they could all collapse at one time. Very efficient !
Harley Davidson. Their aging demographic and trump’s tariffs will finish them off soon.
Now that Arthur T. got fired by the board, Market Basket
I’ll be shocked if Kohls is still around. Only reason I’ve been in there for the past five years is the Amazon return desk
My money is on Klarna. Saw an IPO announcement for them the other day and immediately thought that they were doing a last minute cash grab to make up for the losses for people not paying the financed burrito back. They cater to the financially vulnerable. If they try to sue it will be like milking a stone. My opinion is it’s an credit card with extra steps and no risk control. If they don’t go bankrupt, they might get bought out by someone.
Hopefully ticketmaster
JCPenney
Rogers (Canadian equalivent to Xfinity/Comcast), they’re inching closer to being the exact same company and our market isn’t taking it well from my biased perspective.
Also best buy. Combination of not having the specialty for the “niche” market (they are the Walmart of electronics) and not spending the money for staff to support their clients. Again I’m biased since I used to work there.
Macys – I could see maybe somehow they sell the name and their big flagship in nyc stays open, but the company and all its regional stores is certainly on borrowed time.
I could see some of the major movie theater chains going away like AMC and Regal. Rising costs of going to a movie in a time when people have less disposable income, movies that now stream a few weeks after being released in theaters, and people increasingly not knowing how to act in a movie theater are all going to take their toll.
Hopefully Yelp.
From everything I’ve heard, it sounds like they’re trying to justify their own existence by bullying small businesses into signing up for premium and ads, and will even adjust their reviews negatively if they don’t comply.
I interviewed for a sales job there a couple weeks ago and got weird vibes. When I asked what was most surprising to new hires after a few months he said “that it doesn’t get easier.”
Froyo chains. Recently walked into a Red Mango in my neighborhood and was charged $11 and change for a small cup with no toppings. I’m no froyo connoiseur and honestly I just wanted a sweet, frozen treat. I wouldn’t care if it was a icecream, froyo, sorbet or whatever. For $11 I could have just gone into the supermarket, buy a whole tub of icecream with money left over for other things.
Labubu. It will come and go and be forever gotten.
The meal delivery services: Blue Apron / Hello Fresh / Good Food etc.
Their model just isn’t sustainable, and they’ve struggled for nearly half a decade now to retain a subscriber base.
trustpilot. There business is modern day mafia extortion. They publish un-verified negative reviews of businesses online, and require the business to pay a hefty fee just to have those reviews removed.
Jersey Mike’s. They just got bought by a Private Equity firm. I give them 18-24 months before they go bankrupt.
Harley Davidson. Quality has been dropping, and BRUTHERS are getting older and can’t ride their HAWG with BARB.
Subway
TGI Friday’s
The only good ones left are in the Atlanta airport.
I think the Crumbl fad will die out and there will just be a couple locations
Panera bread, they dont even make fresh bread anymore.
In the UK, Sky TV.
Their whole business model since they launched in the early 90s has been to buy up sporting rights and whatever TV programs are popular and put them behind a paywall. They’ve had the best of the Premier League rights since it launched in 1992 and if a programme got popular on free to air TV they’d swoop in and buy up the rights. For example they did that with Lost when its first series aired in the UK on Channel 4 and was a hit.
Now they have a problem, they are losing subscribers to all the various different streaming services, plus they are struggling to get their existing satellite customers onto their own streaming service and their satellites will be life expired before the end of the decade. And because they are paying ridiculous amounts to keep the Premier League rights, this means that their high subscription prices are driving a lot of people to using dodgy boxes.
And their Achilles heel is the fact that they haven’t produced a huge amount of content of their own, apart from sporting programs which have a short self-life. So unlike over legacy broadcasters they don’t have a huge catalog of content to fall back on to attract customers.
I would be genuinely surprised if they exist in the same form come the end of the decade.
Don’t know which one, but I’d be confident in saying at least one major American airline.
Crumble Cookies. Grew way too fast and now the cookies taste like ass. No one goes there anymore
Lots of US-based solar installation companies. Gonna dry up real fast when the tax rebates expire.
iRobot. They’ve been so far behind other robotic vacuums for a long time. I even beta tested a couple before they launched and wow… Just their whole mapping tech is awful. Relying too much on the camera with no lidar was a mistake when everyone else was using lidar. The camera is nice for object avoidance but that’s all it’s good for. It still plays bumper cars with all of my walls and furniture when I tested them.
They have now added lidar but I think it’s too little too late.
Southwest Airlines. Abandoning the business model that made them successful.
When you offer zero reasons to select your company over others you won’t last long.
Literally any and every newspaper. Nobody buys them anymore. A few in my area even started being handed out for free in a vain attempt to try and get people interested
Any company owned by “Private Equity”. Which are all being strip mined and murdered.
Vandalay Indistries. I just don’t think their import/export Reps have what it takes in this fast paced world.. 🤔
Five Guys. I don’t really know about their financials. But the stores are always dead. They are ridiculously expensive. I was in the mood for a $20 fast food meal a while back. At 12:20 pm on a Wednesday I was the only one there.
A bunch of family farms are going to go bankrupt over the next couple years.
Most small hospitals
Half of the small businesses in your hometown. And Staples office supply
Affirm/Klarna. Broke people will have trouble paying back the loans and the next recession will tip them over the edge.
Numerous fast food chains. Why? They cost as much as chain restaurants. I would rather get a Chili’s fajitia than a Big Mac meal for the SAME price. McDonald’s will probably survive outside of the U.S.
Seems like Private Equity likes to travel our planet like Galactus and just gobble up any remaining soul in a company then shit it out into bankruptcy.
Not a company per se, but I’m waiting for the inevitable smoke shop crash. No way it can be sustainable if there’s one on every corner.
I’m gonna keep saying Meta and Tesla to manifest it into existence.
So many restaurants. The prices are just way too high. It isn’t sustainable. We went to Red Robin recently. It was a Friday night around 7pm and there was almost nobody there.