Simpatico

VC thesis · HOKA → target #7 of 8

Vuori

A premium performance apparel brand offering high-quality, versatile clothing for the active, comfort-focused consumer.

Founded 2015 · Competes with Lululemon, Alo Yoga, Outdoor Voices, Rhone · Partnerships: Livvy Dunne, Jared Goff, Arch Manning

Corporate details are Qloo entity data.

Watch
65.2F / 100
70% of the weighted evidence measured

Why this verdict

F 65.2 is between 55 and 70, 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
0.89
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
0.34
Rank-weighted overlap of the two audiences’ top-50 cultural taste tags.
m3 Cross-domain agreement
0.89
How strongly the target’s audience embraces the buyer audience’s favourite artists, shows, films and podcasts.
m4 Demographic alignment
0.64
Similarity of the two audiences’ age and gender over-index profiles.
m5 Geographic footprint
0.31
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 affinity0.2531.8
Taste-profile overlap0.157.2
Cross-domain agreement0.1012.6
Demographic alignment0.109.2
Geographic footprint0.104.4
Momentumnot measured–
F65.2

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

Shared catalogue categories (Qloo compare): Fashion, Fashion, Athletic, Innovative, Active, Comfort.

Where the audiences meet, across culture

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

Music0.89
Embraced: The Wood Brothers, The New Basement Tapes, Trampled by Turtles · Least shared: Mudcrutch, Jason Isbell and the 400 Unit, John Moreland
TV0.93
Embraced: Naked and Afraid, Naked and Afraid XL, Forged in Fire · Least shared: American Gladiators, The Real World, The Challenge
Film0.87
Embraced: The Dawn Wall, Meru, Free Solo · Least shared: The Wall: Climb for Gold, Where Dreams Go to Die, The Inventor: Out for Blood in Silicon Valley
Podcasts0.85
Embraced: Boundless Life, The Model Health Show, FoundMyFitness · Least shared: the morning shakeout podcast, Work, Play, Love with Lauren Fleshman and Jesse Thomas, I'll Have Another with Lindsey Hein Podcast

Taste profile overlap

28 of 72 top taste tags shared.

Both over-index on
folkfriendFriesfriendshipindieTourist attractionrockcountry
Buyer only

Shrimp Tacos, anime animation, british, Steak Tartare, Soup

Vuori only

family relationships, best friend, Duck, dark comedy, california

Audience shape

HOKA (buyer) Vuori
-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: Vuori strong, buyer weak Shared stronghold Other metros
White space

San Diego, Nashville, Boise, Los Angeles, Sacramento, Las Vegas, San Francisco, Phoenix

Shared strongholds

Austin

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

Vuori: WATCH

VC thesis screen for HOKA. Ranked #7 of 8 on composite audience fit. Composite fit F 65.2. Rule: F 65.2 is between 55 and 70, no red flags.

MetricValueCoverage
Two-way audience affinity0.89full
Taste-profile overlap0.34full
Cross-domain agreement0.89full
Demographic alignment0.64full
Geographic footprint0.31full
Momentumn/anot measured

Shared taste. Both audiences over-index on: folk, friend, Fries, friendship, indie. Across culture. The buyer audience's favourites this audience embraces most. Music: The Wood Brothers, The New Basement Tapes; TV: Naked and Afraid, Naked and Afraid XL; Film: The Dawn Wall, Meru; Podcasts: Boundless Life, The Model Health Show. Footprint white space. Metros where the target's audience over-indexes and the buyer's doesn't: San Diego, Nashville, Boise, Los Angeles, Sacramento.

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 scoredlive 6003 ms
/v2/insightsok23 profile(s)cache
/v2/insightsok50 taste tag(s)live 4557 ms
/v2/insightsokdemographics for 12 of 12 entitieslive 5029 ms
/v2/insightsok25 recommended podcast(s)live 7290 ms
/v2/insightsok25 recommended tv_show(s)live 12277 ms
/v2/insightsok25 recommended artist(s)live 12831 ms
/v2/insightsok25 recommended movie(s)live 15291 ms
/v2/insightsok8330 heatmap cell(s) in United Stateslive 23532 ms
/v2/trendingok26 trend point(s)live 4003 ms
/v2/trendingok26 trend point(s)live 4024 ms
/v2/trendingok26 trend point(s)live 4024 ms
/v2/trendingok26 trend point(s)live 4691 ms
/v2/trendingempty0 trend point(s)live 4852 ms
/v2/trendingok26 trend point(s)live 5449 ms
/v2/trendingok26 trend point(s)live 5564 ms
/v2/trendingok26 trend point(s)live 5587 ms
/v2/trendingok26 trend point(s)live 6311 ms
/v2/trendingok26 trend point(s)live 6486 ms
/v2/trendingok26 trend point(s)live 6487 ms
/v2/trendingok26 trend point(s)live 7364 ms
/v2/insightsok4 of 4 candidates scoredlive 108934 ms
/v2/insightsok50 taste tag(s)live 109908 ms
/v2/insightsok25 of 25 candidates scoredlive 112336 ms
/v2/insightsok25 of 25 candidates scoredlive 112663 ms
/v2/insightsok25 of 25 candidates scoredlive 114339 ms
/v2/insightsok25 of 25 candidates scoredlive 114593 ms
/v2/analysis/compareok25 shared catalogue tag(s)live 115438 ms
/v2/insightsok5800 heatmap cell(s) in United Stateslive 120874 ms
Evidence rows (what bull, bear and the judge see)
[
 {
  "id": "t8-flags",
  "label": "Red flags (code rules)",
  "data": {
   "flags": []
  },
  "shortlistAverages": {}
 },
 {
  "id": "t8-m1",
  "label": "m1 Two-way audience affinity",
  "data": {
   "a": 0.9088187591233361,
   "b": 0.8732002927170561,
   "ratio": 0.9608079542277074,
   "value": 0.8906535602676895,
   "reverse": [
    {
     "id": "D962C4A9-93FB-433E-B11C-E9BF7029BFE5",
     "name": "Athletic Brewing Co",
     "affinity": 0.888418130080672
    },
    {
     "id": "CCE5E494-2690-42BA-9A52-3110AE273676",
     "name": "On",
     "affinity": 0.8751601820591743
    },
    {
     "id": "B7F13D5E-36A8-4AC4-A5A6-E949DED54050",
     "name": "HOKA",
     "affinity": 0.8690680465904365
    },
    {
     "id": "F1545668-5556-4111-8A2E-AC787DD7503A",
     "name": "Tracksmith",
     "affinity": 0.8601548121379419
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "a": 0.9318242178599573,
   "b": 0.8942579218903515,
   "ratio": 0.9596907599606054,
   "value": 0.9126545976467968
  }
 },
 {
  "id": "t8-m2",
  "label": "m2 Taste-profile overlap",
  "data": {
   "value": 0.33647798742138363,
   "shared": [
    {
     "id": "urn:tag:genre:music:folk",
     "name": "folk",
     "subtype": "urn:tag:genre:music"
    },
    {
     "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"
    },
    {
     "id": "urn:tag:keyword:media:friendship",
     "name": "friendship",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:music:indie",
     "name": "indie",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:genre:place:tourist_attraction",
     "name": "Tourist attraction",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:genre:music:rock",
     "name": "rock",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:genre:music:country",
     "name": "country",
     "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:specialty_dish:place:steak_tartare",
     "name": "Steak Tartare",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:specialty_dish:place:soup",
     "name": "Soup",
     "subtype": "urn:tag:specialty_dish:place"
    }
   ],
   "targetOnly": [
    {
     "id": "urn:tag:keyword:media:family_relationships",
     "name": "family relationships",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:best_friend",
     "name": "best friend",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:specialty_dish:place:duck",
     "name": "Duck",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:keyword:media:dark_comedy",
     "name": "dark comedy",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:california",
     "name": "california",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "unionCount": 72,
   "sharedCount": 28,
   "buyerTop20MissingShare": 0.35
  },
  "shortlistAverages": {
   "value": 0.2923883996049556,
   "sharedCount": 25.125,
   "buyerTop20MissingShare": 0.41250000000000003
  }
 },
 {
  "id": "t8-m3",
  "label": "m3 Cross-domain agreement",
  "data": {
   "value": 0.8851974556911881,
   "domains": [
    {
     "type": "urn:entity:artist",
     "clash": [
      {
       "name": "Mudcrutch",
       "affinity": 0.8539877359935703
      },
      {
       "name": "Jason Isbell and the 400 Unit",
       "affinity": 0.8571156313236215
      },
      {
       "name": "John Moreland",
       "affinity": 0.8613259853650971
      }
     ],
     "label": "Music",
     "score": 0.8879438502879035,
     "shared": [
      {
       "name": "The Wood Brothers",
       "affinity": 0.9224218648889573
      },
      {
       "name": "The New Basement Tapes",
       "affinity": 0.9200731541614203
      },
      {
       "name": "Trampled by Turtles",
       "affinity": 0.9182557045218462
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:tv_show",
     "clash": [
      {
       "name": "American Gladiators",
       "affinity": 0.9057993889577834
      },
      {
       "name": "The Real World",
       "affinity": 0.9135184665263533
      },
      {
       "name": "The Challenge",
       "affinity": 0.9139701554964893
      }
     ],
     "label": "TV",
     "score": 0.9283750665247362,
     "shared": [
      {
       "name": "Naked and Afraid",
       "affinity": 0.9544342652658445
      },
      {
       "name": "Naked and Afraid XL",
       "affinity": 0.9457652925241936
      },
      {
       "name": "Forged in Fire",
       "affinity": 0.9431318909906178
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:movie",
     "clash": [
      {
       "name": "The Wall: Climb for Gold",
       "affinity": 0.8402729279565899
      },
      {
       "name": "Where Dreams Go to Die",
       "affinity": 0.8429701239635876
      },
      {
       "name": "The Inventor: Out for Blood in Silicon Valley",
       "affinity": 0.8464401622385099
      }
     ],
     "label": "Film",
     "score": 0.8702469431499665,
     "shared": [
      {
       "name": "The Dawn Wall",
       "affinity": 0.9162105681602849
      },
      {
       "name": "Meru",
       "affinity": 0.9086525650211567
      },
      {
       "name": "Free Solo",
       "affinity": 0.9068603507533852
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:podcast",
     "clash": [
      {
       "name": "the morning shakeout podcast",
       "affinity": 0.7958139331975868
      },
      {
       "name": "Work, Play, Love with Lauren Fleshman and Jesse Thomas",
       "affinity": 0.8004506652368217
      },
      {
       "name": "I'll Have Another with Lindsey Hein Podcast",
       "affinity": 0.8016657295229234
      }
     ],
     "label": "Podcasts",
     "score": 0.8542239628021463,
     "shared": [
      {
       "name": "Boundless Life",
       "affinity": 0.9665666131291303
      },
      {
       "name": "The Model Health Show",
       "affinity": 0.9540792154466944
      },
      {
       "name": "FoundMyFitness",
       "affinity": 0.9305419596943683
      }
     ],
     "expected": 25,
     "returned": 25
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "value": 0.8895360570163606,
   "domains[0].score": 0.8671579273614827,
   "domains[1].score": 0.9184741196444983,
   "domains[2].score": 0.8852859286874863,
   "domains[3].score": 0.8872262523719755
  }
 },
 {
  "id": "t8-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": 0.6410803576366033,
   "cosine": 0.28216071527320663,
   "target": {
    "male": 0.34,
    "female": -0.34,
    "25_to_29": -0.45,
    "30_to_34": 0,
    "35_to_44": -0.55,
    "45_to_54": 0.44,
    "55_and_older": 0.21,
    "24_and_younger": -0.18
   },
   "coverage": 1,
   "biggestGap": {
    "buyer": -0.78,
    "bucket": "55_and_older",
    "target": 0.21
   }
  },
  "shortlistAverages": {
   "value": 0.6743017600086788,
   "cosine": 0.34860352001735756
  }
 },
 {
  "id": "t8-m5",
  "label": "m5 Geographic footprint",
  "data": {
   "value": 0.30782851971190095,
   "coverage": 1,
   "metroCount": 55,
   "whiteSpace": [
    {
     "lat": 32.7157,
     "lon": -117.1611,
     "buyer": 0.923580355741573,
     "metro": "San Diego",
     "target": 0.9922287404376406,
     "buyerRel": -0.012446159706746895,
     "targetRel": 0.056202224989320704
    },
    {
     "lat": 36.1627,
     "lon": -86.7816,
     "buyer": 0.8297116121273177,
     "metro": "Nashville",
     "target": 0.884416822221904,
     "buyerRel": 0.00036454154250431525,
     "targetRel": 0.0550697516370906
    },
    {
     "lat": 43.615,
     "lon": -116.2023,
     "buyer": 0.7650557482100473,
     "metro": "Boise",
     "target": 0.8781957033171229,
     "buyerRel": -0.06040062456295736,
     "targetRel": 0.05273933054411828
    },
    {
     "lat": 34.0522,
     "lon": -118.2437,
     "buyer": 0.893170252135341,
     "metro": "Los Angeles",
     "target": 0.963510545940632,
     "buyerRel": -0.020546524423029955,
     "targetRel": 0.0497937693822611
    },
    {
     "lat": 38.5816,
     "lon": -121.4944,
     "buyer": 0.8765066584615301,
     "metro": "Sacramento",
     "target": 0.9296317741519149,
     "buyerRel": -0.005491093514770284,
     "targetRel": 0.04763402217561452
    },
    {
     "lat": 36.1699,
     "lon": -115.1398,
     "buyer": 0.8408845461485173,
     "metro": "Las Vegas",
     "target": 0.9262061401741187,
     "buyerRel": -0.042248537409805054,
     "targetRel": 0.04307305661579641
    },
    {
     "lat": 37.7749,
     "lon": -122.4194,
     "buyer": 0.9293970794413613,
     "metro": "San Francisco",
     "target": 0.9703107024656927,
     "buyerRel": -0.0005559158748891235,
     "targetRel": 0.04035770714944231
    },
    {
     "lat": 33.4484,
     "lon": -112.074,
     "buyer": 0.908067641943434,
     "metro": "Phoenix",
     "target": 0.9534995408338471,
     "buyerRel": -0.009012747998864645,
     "targetRel": 0.03641915089154846
    }
   ],
   "correlation": -0.38434296057619816,
   "strongholds": [
    {
     "lat": 30.2672,
     "lon": -97.7431,
     "buyer": 0.9319934384735972,
     "metro": "Austin",
     "target": 0.943512650534919,
     "buyerRel": 0.02773110075167795,
     "targetRel": 0.03925031281299973
    }
   ],
   "whiteSpaceCount": 10,
   "relativeToCohort": true
  },
  "shortlistAverages": {
   "value": 0.4686152548508794,
   "correlation": -0.06276949029824112
  }
 },
 {
  "id": "t8-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": "t8-profile",
  "label": "Qloo entity profile: Vuori",
  "data": {
   "name": "Vuori",
   "drivers": [
    {
     "name": "Athletic Brewing Co",
     "score": 0.254356914871233
    },
    {
     "name": "On",
     "score": 0.2505611225049008
    },
    {
     "name": "HOKA",
     "score": 0.24881692489080545
    },
    {
     "name": "Tracksmith",
     "score": 0.24626503773306066
    }
   ],
   "ownership": "unknown",
   "keyMarkets": [
    "United States",
    "Canada",
    "United Kingdom",
    "Australia"
   ],
   "popularity": 0.849824549507552,
   "screenRank": 8,
   "foundedYear": 2015,
   "priceRangeUsd": [
    60,
    150
   ],
   "ultimateParent": null,
   "forwardAffinity": 0.9088187591233361,
   "competitorBrands": [
    "Lululemon",
    "Alo Yoga",
    "Outdoor Voices",
    "Rhone",
    "On Running"
   ],
   "sharedCategories": [
    {
     "name": "Fashion",
     "score": 0.7307481702311143
    },
    {
     "name": "Fashion",
     "score": 0.7292849950590256
    },
    {
     "name": "Athletic",
     "score": 0.7289855573312215
    },
    {
     "name": "Innovative",
     "score": 0.7274399203995217
    },
    {
     "name": "Active",
     "score": 0.7273849283473037
    },
    {
     "name": "Comfort",
     "score": 0.7269974948214394
    }
   ],
   "knownPartnerships": [
    "Livvy Dunne",
    "Jared Goff",
    "Arch Manning"
   ],
   "marketPositioning": "A premium performance apparel brand offering high-quality, versatile clothing for the active, comfort-focused consumer."
  },
  "shortlistAverages": {}
 },
 {
  "id": "t8-score",
  "label": "Composite score",
  "data": {
   "F": 65.22081735487131,
   "points": {
    "m1": 31.809055723846058,
    "m2": 7.210242587601079,
    "m3": 12.645677938445544,
    "m4": 9.158290823380048,
    "m5": 4.397550281598585,
    "m6": 0
   },
   "coverage": 0.7
  },
  "shortlistAverages": {
   "F": 67.89531664857634,
   "coverage": 0.7000000000000001
  }
 }
]