Simpatico

VC thesis · HOKA → target #6 of 8

Hyperice

Premium recovery technology brand focused on high-performance athletic maintenance and professional-grade physical therapy tools.

Founded 2010 · Competes with Therabody, Compex, TriggerPoint, PowerDot · Partnerships: NBA, NFL, MLB

Corporate details are Qloo entity data.

Watch
64.0F / 100
70% of the weighted evidence measured

Why this verdict

F 64.0 is between 62 and 67, no red flags.

Scores, flags and verdicts are computed in code. The agents can only argue with the ledger; they never set the score.

Six audience metrics

Bar = this target; tick = shortlist average.

m1 Two-way audience affinity
0.88
Harmonic mean of the buyer audience’s affinity for the target and the target audience’s affinity for the buyer’s brands.
m2 Taste-profile overlap
0.16
Rank-weighted overlap of the two audiences’ top-50 cultural taste tags.
m3 Cross-domain agreement
0.86
How strongly the target’s audience embraces the buyer audience’s favourite artists, shows, films and podcasts.
m4 Demographic alignment
0.95
Similarity of the two audiences’ age and gender over-index profiles.
m5 Geographic footprint
0.22
Correlation of metro-level audience affinity, relative to the screened cohort.
m6 Momentum not measured
n/a
Trending rank change over the last 4 weeks vs the 8 before, relative to the cohort.
Qloo's trending series did not move for this brand or the cohort in the 12 weeks to 2026-10-23, so momentum is not measurable for this window.

How F is built

Points each metric adds (weights for VC thesis, renormalised over what Qloo could measure).

MetricWeightPoints
Two-way audience affinity0.2531.5
Taste-profile overlap0.153.5
Cross-domain agreement0.1012.3
Demographic alignment0.1013.6
Geographic footprint0.103.2
Momentumnot measured–
F64.0

Qloo explainability: the buyer-side signals driving the forward affinity are On (0.25), Tracksmith (0.25), HOKA (0.25), Athletic Brewing Co (0.25).

Where the audiences meet, across culture

The buyer audience’s top titles in each domain, ranked by how strongly Hyperice’s audience embraces them.

Music0.82
Embraced: Greensky Bluegrass, Shakey Graves, Greyhounds · Least shared: Mudcrutch, Phil Cook, Sturgill Simpson
TV0.94
Embraced: American Ninja Warrior, BattleBots, American Gladiators · Least shared: Old Enough!, Making It, Better Late Than Never
Film0.86
Embraced: Free Solo, The Peanut Butter Falcon, Dark Waters · Least shared: This Mountain Life, The Barkley Marathons: The Race That Eats Its Young, Becoming Warren Buffett
Podcasts0.83
Embraced: Boundless Life, The Model Health Show, FoundMyFitness · Least shared: Work, Play, Love with Lauren Fleshman and Jesse Thomas, I'll Have Another with Lindsey Hein Podcast, Ali on the Run Show

Taste profile overlap

19 of 81 top taste tags shared.

Both over-index on
Tourist attractionelectroniccountryfriendshipSelf Helpindie21st centuryrock
Buyer only

Shrimp Tacos, anime animation, british, friend, Fries

Hyperice only

Calamari, Sports complex, Hip Hop, rap, Personal Development

Audience shape

HOKA (buyer) Hyperice
-0.78-0.390.00+0.39+0.78≤2425–2930–3435–4445–5455+MenWomen

Relative over-index (+) or under-index (−) of each aggregate audience, from Qloo. Not individual data.

Momentum

Qloo's trending series did not move for this brand or the cohort in the 12 weeks to 2026-10-23, so momentum is not measurable for this window.

Footprint overlap for distribution

White space: Hyperice strong, buyer weak Shared stronghold Other metros
White space

Miami, Dallas, Los Angeles, Houston, Tampa, Phoenix, Atlanta, Las Vegas

Shared strongholds

none

Bull vs bear

No debate on this run.

IC memo

Number check passed: 11 number(s), all in the evidence ledger.Written from the ledger template

Hyperice: WATCH

VC thesis screen for HOKA. Ranked #6 of 8 on composite audience fit. Composite fit F 64.0. Rule: F 64.0 is between 62 and 67, no red flags.

MetricValueCoverage
Two-way audience affinity0.88full
Taste-profile overlap0.16full
Cross-domain agreement0.86full
Demographic alignment0.95full
Geographic footprint0.22full
Momentumn/anot measured

Shared taste. Both audiences over-index on: Tourist attraction, electronic, country, friendship, Self Help. Across culture. The buyer audience's favourites this audience embraces most. Music: Greensky Bluegrass, Shakey Graves; TV: American Ninja Warrior, BattleBots; Film: Free Solo, The Peanut Butter Falcon; Podcasts: Boundless Life, The Model Health Show. Footprint white space. Metros where the target's audience over-indexes and the buyer's doesn't: Miami, Dallas, Los Angeles, Houston, Tampa.

Red flags. None raised by the code rules.

Aggregate audience affinities from Qloo, not predictions about individuals. Not investment advice.

Provenance: 29 Qloo calls behind this target

Requests as sent (the API key travels in a header and is never logged). Responses are cached privately on the server.

PurposeEndpointStatusResultSource
/v2/insightsok23 of 23 candidates scoredcache
/v2/insightsok23 profile(s)cache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok25 recommended movie(s)cache
/v2/insightsok25 recommended tv_show(s)cache
/v2/insightsok25 recommended artist(s)cache
/v2/insightsokdemographics for 12 of 12 entitiescache
/v2/insightsok25 recommended podcast(s)cache
/v2/insightsok8330 heatmap cell(s) in United Statescache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingempty0 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/trendingok26 trend point(s)cache
/v2/insightsok4 of 4 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok25 of 25 candidates scoredcache
/v2/analysis/compareok0 shared catalogue tag(s)cache
/v2/insightsok4787 heatmap cell(s) in United Statescache
Evidence rows (what bull, bear and the judge see)
[
 {
  "id": "t6-flags",
  "label": "Red flags (code rules)",
  "data": {
   "flags": []
  },
  "shortlistAverages": {}
 },
 {
  "id": "t6-m1",
  "label": "m1 Two-way audience affinity",
  "data": {
   "a": 0.8995609095411924,
   "b": 0.8646092465448053,
   "ratio": 0.9611458628029828,
   "value": 0.8817388476235581,
   "reverse": [
    {
     "id": "CCE5E494-2690-42BA-9A52-3110AE273676",
     "name": "On",
     "affinity": 0.8774515881739351
    },
    {
     "id": "F1545668-5556-4111-8A2E-AC787DD7503A",
     "name": "Tracksmith",
     "affinity": 0.8667025719751522
    },
    {
     "id": "B7F13D5E-36A8-4AC4-A5A6-E949DED54050",
     "name": "HOKA",
     "affinity": 0.8596701065765117
    },
    {
     "id": "D962C4A9-93FB-433E-B11C-E9BF7029BFE5",
     "name": "Athletic Brewing Co",
     "affinity": 0.8546127194536224
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "a": 0.9142067566664733,
   "b": 0.8780226767666233,
   "ratio": 0.9604328890241645,
   "value": 0.8957493307746848
  }
 },
 {
  "id": "t6-m2",
  "label": "m2 Taste-profile overlap",
  "data": {
   "value": 0.16120218579234974,
   "shared": [
    {
     "id": "urn:tag:genre:place:tourist_attraction",
     "name": "Tourist attraction",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:genre:music:electronic",
     "name": "electronic",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:genre:music:country",
     "name": "country",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:friendship",
     "name": "friendship",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:media:self_help",
     "name": "Self Help",
     "subtype": "urn:tag:genre:media"
    },
    {
     "id": "urn:tag:genre:music:indie",
     "name": "indie",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:21st_century",
     "name": "21st century",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:music:rock",
     "name": "rock",
     "subtype": "urn:tag:genre:music"
    }
   ],
   "coverage": 1,
   "buyerOnly": [
    {
     "id": "urn:tag:specialty_dish:place:shrimp_tacos",
     "name": "Shrimp Tacos",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:keyword:media:anime_animation",
     "name": "anime animation",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:british",
     "name": "british",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:friend",
     "name": "friend",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:specialty_dish:place:fries",
     "name": "Fries",
     "subtype": "urn:tag:specialty_dish:place"
    }
   ],
   "targetOnly": [
    {
     "id": "urn:tag:specialty_dish:place:calamari",
     "name": "Calamari",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:genre:place:sports_complex",
     "name": "Sports complex",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:genre:music:hip_hop",
     "name": "Hip Hop",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:genre:music:rap",
     "name": "rap",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:genre:media:personal_development",
     "name": "Personal Development",
     "subtype": "urn:tag:genre:media"
    }
   ],
   "unionCount": 81,
   "sharedCount": 19,
   "buyerTop20MissingShare": 0.55
  },
  "shortlistAverages": {
   "value": 0.27871786779809044,
   "sharedCount": 23.857142857142858,
   "buyerTop20MissingShare": 0.41428571428571426
  }
 },
 {
  "id": "t6-m3",
  "label": "m3 Cross-domain agreement",
  "data": {
   "value": 0.8618190455721151,
   "domains": [
    {
     "type": "urn:entity:artist",
     "clash": [
      {
       "name": "Mudcrutch",
       "affinity": 0.7797609618523952
      },
      {
       "name": "Phil Cook",
       "affinity": 0.7912023373267739
      },
      {
       "name": "Sturgill Simpson",
       "affinity": 0.7977529922350474
      }
     ],
     "label": "Music",
     "score": 0.8160544099887217,
     "shared": [
      {
       "name": "Greensky Bluegrass",
       "affinity": 0.8401145055684164
      },
      {
       "name": "Shakey Graves",
       "affinity": 0.8396182703245643
      },
      {
       "name": "Greyhounds",
       "affinity": 0.8371900366178892
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:tv_show",
     "clash": [
      {
       "name": "Old Enough!",
       "affinity": 0.9184872745086254
      },
      {
       "name": "Making It",
       "affinity": 0.9215306106767707
      },
      {
       "name": "Better Late Than Never",
       "affinity": 0.9242793788905498
      }
     ],
     "label": "TV",
     "score": 0.937222594553051,
     "shared": [
      {
       "name": "American Ninja Warrior",
       "affinity": 0.9691888618278444
      },
      {
       "name": "BattleBots",
       "affinity": 0.9495963977143705
      },
      {
       "name": "American Gladiators",
       "affinity": 0.949456837663879
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:movie",
     "clash": [
      {
       "name": "This Mountain Life",
       "affinity": 0.8211177552786432
      },
      {
       "name": "The Barkley Marathons: The Race That Eats Its Young",
       "affinity": 0.8316688131718665
      },
      {
       "name": "Becoming Warren Buffett",
       "affinity": 0.8363058371275609
      }
     ],
     "label": "Film",
     "score": 0.8593447991960784,
     "shared": [
      {
       "name": "Free Solo",
       "affinity": 0.9092660886765589
      },
      {
       "name": "The Peanut Butter Falcon",
       "affinity": 0.9081712161316869
      },
      {
       "name": "Dark Waters",
       "affinity": 0.8905881255661845
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:podcast",
     "clash": [
      {
       "name": "Work, Play, Love with Lauren Fleshman and Jesse Thomas",
       "affinity": 0.7751138745822396
      },
      {
       "name": "I'll Have Another with Lindsey Hein Podcast",
       "affinity": 0.7796269982300155
      },
      {
       "name": "Ali on the Run Show",
       "affinity": 0.7841964263772947
      }
     ],
     "label": "Podcasts",
     "score": 0.8346543785506093,
     "shared": [
      {
       "name": "Boundless Life",
       "affinity": 0.9308551895086202
      },
      {
       "name": "The Model Health Show",
       "affinity": 0.9051821978925285
      },
      {
       "name": "FoundMyFitness",
       "affinity": 0.8987031793240373
      }
     ],
     "expected": 25,
     "returned": 25
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "value": 0.8787015846441593,
   "domains[0].score": 0.8646246964099812,
   "domains[1].score": 0.9174851346497923,
   "domains[2].score": 0.8762767200479108,
   "domains[3].score": 0.8564197874689529
  }
 },
 {
  "id": "t6-m4",
  "label": "m4 Demographic alignment",
  "data": {
   "buyer": {
    "male": 0.33,
    "female": -0.33,
    "25_to_29": -0.34,
    "30_to_34": -0.3025,
    "35_to_44": 0.15500000000000003,
    "45_to_54": 0.455,
    "55_and_older": -0.78,
    "24_and_younger": 0.05499999999999999
   },
   "value": 0.9491696063141616,
   "cosine": 0.8983392126283232,
   "target": {
    "male": 0.37,
    "female": -0.37,
    "25_to_29": -0.28,
    "30_to_34": -0.5700000000000001,
    "35_to_44": 0.51,
    "45_to_54": 0.2,
    "55_and_older": -0.7000000000000001,
    "24_and_younger": -0.04
   },
   "coverage": 1,
   "biggestGap": {
    "buyer": 0.15500000000000003,
    "bucket": "35_to_44",
    "target": 0.51
   }
  },
  "shortlistAverages": {
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   "cosine": 0.31297951360243037
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 },
 {
  "id": "t6-m5",
  "label": "m5 Geographic footprint",
  "data": {
   "value": 0.22373412209222326,
   "coverage": 1,
   "metroCount": 55,
   "whiteSpace": [
    {
     "lat": 25.7617,
     "lon": -80.1918,
     "buyer": 0.8162518123316667,
     "metro": "Miami",
     "target": 0.9418278843498277,
     "buyerRel": -0.05981641638735746,
     "targetRel": 0.06575965563080355
    },
    {
     "lat": 32.7767,
     "lon": -96.797,
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     "metro": "Dallas",
     "target": 0.9092438158205433,
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     "targetRel": 0.05515044014216397
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    {
     "lat": 34.0522,
     "lon": -118.2437,
     "buyer": 0.893170252135341,
     "metro": "Los Angeles",
     "target": 0.9590317161116034,
     "buyerRel": -0.018147967992925063,
     "targetRel": 0.047713495983337406
    },
    {
     "lat": 29.7604,
     "lon": -95.3698,
     "buyer": 0.8757422357900101,
     "metro": "Houston",
     "target": 0.8952084217616247,
     "buyerRel": 0.027186541932007535,
     "targetRel": 0.04665272790362218
    },
    {
     "lat": 27.9506,
     "lon": -82.4572,
     "buyer": 0.888733553468572,
     "metro": "Tampa",
     "target": 0.9097348450638213,
     "buyerRel": 0.022321562659591065,
     "targetRel": 0.04332285425484039
    },
    {
     "lat": 33.4484,
     "lon": -112.074,
     "buyer": 0.908067641943434,
     "metro": "Phoenix",
     "target": 0.9432474159362935,
     "buyerRel": 0.0055488722493396425,
     "targetRel": 0.040728646242199074
    },
    {
     "lat": 33.749,
     "lon": -84.388,
     "buyer": 0.846706920331274,
     "metro": "Atlanta",
     "target": 0.8638835244998775,
     "buyerRel": 0.023238829136423278,
     "targetRel": 0.04041543330502673
    },
    {
     "lat": 36.1699,
     "lon": -115.1398,
     "buyer": 0.8408845461485173,
     "metro": "Las Vegas",
     "target": 0.9155383072779151,
     "buyerRel": -0.03452769297597036,
     "targetRel": 0.04012606815342745
    }
   ],
   "correlation": -0.5525317558155535,
   "strongholds": [],
   "whiteSpaceCount": 14,
   "relativeToCohort": true
  },
  "shortlistAverages": {
   "value": 0.460515719992653,
   "correlation": -0.07896856001469411
  }
 },
 {
  "id": "t6-m6",
  "label": "m6 Momentum",
  "data": {
   "z": null,
   "note": "Qloo's trending series did not move for this brand or the cohort in the 12 weeks to 2026-10-23, so momentum is not measurable for this window.",
   "value": null,
   "priorSd": null,
   "coverage": 0,
   "priorMean": null,
   "normalised": true,
   "recentMean": null
  },
  "shortlistAverages": {}
 },
 {
  "id": "t6-profile",
  "label": "Qloo entity profile: Hyperice",
  "data": {
   "name": "Hyperice",
   "drivers": [
    {
     "name": "On",
     "score": 0.25371333688612835
    },
    {
     "name": "Tracksmith",
     "score": 0.25060528077819905
    },
    {
     "name": "HOKA",
     "score": 0.24857185775307408
    },
    {
     "name": "Athletic Brewing Co",
     "score": 0.24710952458259858
    }
   ],
   "ownership": "unknown",
   "keyMarkets": [
    "United States",
    "Canada",
    "Europe",
    "Australia"
   ],
   "popularity": 0.867522164397959,
   "screenRank": 10,
   "foundedYear": 2010,
   "priceRangeUsd": [
    100,
    1200
   ],
   "ultimateParent": null,
   "forwardAffinity": 0.8995609095411924,
   "competitorBrands": [
    "Therabody",
    "Compex",
    "TriggerPoint",
    "PowerDot",
    "Rapid Reboot"
   ],
   "sharedCategories": [],
   "knownPartnerships": [
    "NBA",
    "NFL",
    "MLB",
    "PGA Tour"
   ],
   "marketPositioning": "Premium recovery technology brand focused on high-performance athletic maintenance and professional-grade physical therapy tools."
  },
  "shortlistAverages": {}
 },
 {
  "id": "t6-score",
  "label": "Composite score",
  "data": {
   "F": 64.01247388179887,
   "points": {
    "m1": 31.49067312941279,
    "m2": 3.454332552693209,
    "m3": 12.311700651030218,
    "m4": 13.559565804488024,
    "m5": 3.196201744174618,
    "m6": 0
   },
   "coverage": 0.7
  },
  "shortlistAverages": {
   "F": 66.89621770116648,
   "coverage": 0.68125
  }
 }
]