Add That2ndGuy pitch deck and market research for Valuetainment

- 13-slide investor pitch deck with market data, competitive analysis,
  brand positioning, go-to-market strategy, and revenue projections
- Separate market research file with raw stats and sources
- Golf apparel market: .8B (2025), growing 6%+ CAGR
- 47.2M US golf participants, 18-34 now largest demo at 6.3M
- Competitive landscape analysis of Malbon, Eastside Golf, Bogey Boys, etc.
This commit is contained in:
2026-01-29 16:33:12 +00:00
parent 287dbac2d7
commit 2855cf62e7
10 changed files with 413 additions and 4 deletions

View File

@@ -0,0 +1,48 @@
# That2ndGuy — Market Research Notes
## Golf Apparel Market Size
- **2025:** $4.77$4.83 Billion (Maximize MR / Global Growth Insights)
- **2030:** $4.94B (Business Research Company, 7.1% CAGR)
- **2032:** $7.28B (Maximize MR, 6.2% CAGR) or $7.4B (Global Growth, 6.3% CAGR) or $12.3B (Persistence MR, 5.5% CAGR)
- Conservative consensus: ~$7B by 2032 at ~6% CAGR
## Golf Equipment Market (Broader Context)
- **2025:** $9.24B (Mordor Intelligence), $17.2B (Persistence MR — includes all equipment)
- **2030:** $11.48B (Mordor, 4.43% CAGR), $19.52B (Virtue MR, 4.49% CAGR)
## Golf Participation (USA)
- **Total participants (2024):** 47.2 million aged 6+ (National Golf Foundation)
- **On-course players aged 1834:** 6.3 million — now the LARGEST age group
- **Off-course only (1834):** 5.4 million (Topgolf, simulators, etc.)
- **Growth streak:** 6 consecutive years of growth in 1834 demo (20192024)
## Demographic Insights (Lightspeed 2025 Report, 700+ golfers surveyed)
- 51% of Gen Z play golf for **mental health and self-care** (top reason)
- 47% of 2534 Millennials cite mental health as motivation
- 84% of Millennials interested in **solo rounds**
- 76% of Gen Z interested in solo rounds
- 29% of Gen Z **always or primarily** play solo
- Self-care was #1 reason for Gen Z, #3 for Millennials
## Competitive Brands (Streetwear × Golf)
- **Malbon Golf** (2017, LA) — streetwear meets golf, collabs with Polo RL, New Balance, HUF. Premium pricing.
- **Eastside Golf** (2020) — Black-owned, Morehouse College alumni, culture-forward. Jordan Brand collab.
- **Bogey Boys** (2021) — Macklemore's brand. Bold prints, celebrity-driven.
- **Metalwood Studio** (2020) — Graphic-heavy retro streetwear aesthetic
- **Students Golf** (2021) — Youth-focused minimalism
- All featured in Hypebeast, Complex, GQ
- None have scaled to mainstream DTC — most use limited-drop streetwear model
## Cultural Tailwinds
- Golf now covered by Hypebeast, GQ, Complex as fashion
- Celebrity golfers: Travis Kelce, Steph Curry, Post Malone, Justin Timberlake
- Athleisure crossover: golf joggers/polos worn as casual everyday wear
- Topgolf venues making golf accessible to non-traditional players
## Patrick Bet-David / Valuetainment Context
- Serial entrepreneur, WSJ bestselling author
- Valuetainment: #1 YouTube channel for entrepreneurship
- PBD Podcast: #1 business podcast on Spotify
- Known for: people investment, reinvesting in business, content creation
- 12 Business Building Blocks framework
- Bet-David Consulting arm for business growth