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Michael Kesselman
@mek
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Prediction Event: MSQ YouTube Subscribers will reach 750k by end of 2020
Rationale: Currently at 673K and are introducing live streams which could accelerate.
Prediction Year: 2020
Prediction Month: Dec
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Prediction Event: MSQ YT subscribers will exceed 750K
Prediction Year: 2020
Prediction Month: Jan
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Prediction Event: MSQC YouTube Subscribers will reach 1M
Prediction Date: 12/31/2020
Rationale: Increase in livestreams and content production along with Facebook marketing efficiencies
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Prediction Event: Msq YouTube subscribers will reach 800K
Prediction Date: 10/30/2020
Rationale: Adding about 10k per week
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Prediction Event: E-commerce sales will reach 40%
Prediction Date: 10/30/2020
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Prediction Event: Michael's will report a $100M loss
Prediction Date: 10/30/2020
Rationale: Overexposure to Geos with covid restrictions will limit in store activity
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Prediction Event: Joann's YouTube subscribers base will reach 300k
Prediction Date: 9/30/2020
Rationale: Mask momentum
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Prediction Event: Michael's will report a 3rd quarter loss of $100M.
Prediction Date: 10/30/2020
Indiana
Will there be long term benefits to scale as new adjacent categories are introduced?
Confidence: Possible
Rationale: Need to better understand overlapping costs across categories (materials and assembly)
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