Simpatico

Licensing / co-brand · Los Angeles Dodgers → target #4 of 8

47

An established, accessible, and high-quality provider of licensed sports headwear and apparel for dedicated fans of professional and collegiate teams.

Founded 1947 · Parent: Twins Enterprise, Inc. · Competes with New Era, Mitchell & Ness, Fanatics, Nike · Partnerships: MLB, NBA, NFL

Corporate details are Qloo entity data.

Watch
65.4F / 100
100% of the weighted evidence measured

Why this verdict

F 65.4 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
0.86
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
0.37
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
0.54
Similarity of the two audiences’ age and gender over-index profiles.
m5 Geographic footprint
0.29
Correlation of metro-level audience affinity, relative to the screened cohort.
m6 Momentum
0.62
Trending rank change over the last 4 weeks vs the 8 before, relative to the cohort.

How F is built

Points each metric adds (weights for Licensing / co-brand, renormalised over what Qloo could measure).

MetricWeightPoints
Two-way audience affinity0.3530.3
Taste-profile overlap0.103.7
Cross-domain agreement0.2017.2
Demographic alignment0.105.4
Geographic footprint0.205.8
Momentum0.053.1
F65.4

Qloo explainability: the buyer-side signals driving the forward affinity are Los Angeles Dodgers (1.00).

Where the audiences meet, across culture

The buyer audience’s top titles in each domain, ranked by how strongly 47’s audience embraces them.

Music0.95
Embraced: Meek Mill, YG, Jay Rock · Least shared: UGK, E-40, Swishahouse
TV0.88
Embraced: Ballers, Men of a Certain Age, Brockmire · Least shared: Trailer Park Boys, It's Always Sunny in Philadelphia, Workaholics
Film0.78
Embraced: Creed, Moneyball, Coach Carter · Least shared: The Pistol: The Birth of a Legend, Varsity Blues, Major League II
Podcasts0.83
Embraced: I AM RAPAPORT: STEREO PODCAST, Monday Morning Podcast, The Fighter & The Kid · Least shared: The YoYoYo Podcast w/Martin & Hooter, Tom Segura En Español, Enchilada Casserole

Taste profile overlap

30 of 70 top taste tags shared.

Both over-index on
Hip Hoprapelectronicafrican americanfriendshipfamily relationshipsfriendamerican football
Buyer only

American, Tortillas, mexican american, European, latino

47 only

Truffle Fries, Stadium, football, american football sport, Arena

Audience shape

Los Angeles Dodgers (buyer) 47
-0.74-0.370.00+0.37+0.74≤2425–2930–3435–4445–5455+MenWomen

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

Momentum

z = 0.70 relative to the screened cohort (2025-10-01).

prior 8 weekslast 4

Footprint overlap for distribution

White space: 47 strong, buyer weak Shared stronghold Other metros
White space

Boston, Providence, Hartford, Cleveland, Kansas City, Pittsburgh, Chicago, New York

Shared strongholds

Honolulu, Phoenix

Bull vs bear

8 of 10 claims survived the judge; 2 rejected for citing numbers not in the ledger or misreading them.

Bull: for the deal

  • Two-way audience affinity is strong: the Dodgers and 47 both show high affinity for each other's audiences, with the reverse affinity matching the forward value, versus a shortlist average.

    t1-m1.value = 0.8646t1-m1.shortlistAverages.value = 0.8058

  • Taste-profile overlap is a strength: the two audiences share 30 taste tags in aggregate, well above the shortlist average of 21.75, with a shared-tag set spanning hip hop, rap and friendship and family themes.

    t1-m2.sharedCount = 30t1-m2.shortlistAverages.sharedCount = 21.75

  • Cross-domain agreement is high in music and film-adjacent categories: the music domain score of 0.949 exceeds the shortlist average, and the audience's shared music artists such as Meek Mill, YG and Jay Rock carry affinities near 0.98.

    t1-m3.domains[0].score = 0.9494t1-m3.domains[0].shared[0].affinity = 0.9813

  • Momentum is a clear strength: the aggregate momentum z-score of 0.696 sits well above the shortlist average of 0.192, indicating the audience signal is rising.

    t1-m6.z = 0.6958t1-m6.shortlistAverages.z = 0.1917

  • The composite score of 65.45 at full coverage sits above the shortlist average of 64.18, with the audience-affinity component contributing the largest share of points.

    t1-score.F = 65.45t1-score.shortlistAverages.F = 64.18t1-score.points.m1 = 30.26

Bear: against, or diligence first

  • The bear case rests on geography: 47's aggregate audience affinity is weaker than the shortlist average on metro footprint correlation, and the code reads it as a weakness, meaning 47's regional strength does not line up with the Dodgers' own footprint across the 55 metros checked.

    t1-m5.correlation = -0.4207t1-m5.whiteSpaceCount = 9t1-m5.metroCount = 55

  • Several large metros show the Dodgers' audience over-indexing where 47's aggregate affinity is lower, so a co-brand would need a regional go-to-market plan rather than a national assumption.

    t1-m5.whiteSpaceCount = 9t1-m5.value = 0.2896t1-m5.shortlistAverages.value = 0.4339

  • Demographic alignment is a diligence gap: the buyer's audience is strongly negative on the 30-to-34 bucket where 47 is strongly positive, and the 55-and-older bucket is negative for 47, so the aggregate age pattern does not match cleanly.

    t1-m4.biggestGap.buyer = -0.7t1-m4.biggestGap.target = 0.43t1-m4.target.55_and_older = -0.74

  • The taste-profile overlap is thin: the audience's 20 most-affine tags are only partly shared, and the buyer's top tags missing from the target sit well above the shortlist average, which the code reads as a weakness on that measure.

    t1-m2.buyerTop20MissingShare = 0.35t1-m2.sharedCount = 30t1-m2.value = 0.3717

    Rejected by the judge: cites m2 Taste-profile overlap "buyerTop20MissingShare" = 0.35 as a weakness, but it is above the shortlist average (0.475)

  • The composite is near the shortlist average and the code raised no red flags, but the Dodgers-to-47 link is a single-partner ownership tie (part of another group, with the Dodgers as the only driver), so the affinity may partly reflect that relationship rather than an independent audience match; this needs confirming before any deal.

    t1-score.F = 65.45t1-profile.drivers[0].score = 1t1-score.points.m3 = 17.18

    Rejected by the judge: cites Composite score "F" = 65.4472 as a weakness, but it is above the shortlist average (64.1762)

IC memo

Number check passed: 27 number(s), all in the evidence ledger.Written by claude-haiku-5-5

47: WATCH

Recommendation. Verdict is WATCH. The composite score of 65.4 falls in the 62 to 67 band, and the code found no red flags, so the screen rule places 47 here. The deal is ranked 4 of 8 on the shortlist, and the case is strong on audience affinity but depends on regional fit.

Where the audiences meet

  • Two-way audience affinity is strong at 0.86. The Dodgers and 47 show matching affinity for each other's audiences, above the shortlist average.
  • The two audiences share 30 taste tags in aggregate, well above the shortlist average of 21.75. Shared themes include hip hop, rap, friendship and family relationships.
  • Music is the strongest cross-domain category, scoring 0.949. Shared music artists, including Meek Mill, YG and Jay Rock, carry affinities near 0.98.
  • Momentum is a clear strength, with a z-score of 0.696 against a shortlist average of 0.192. The aggregate audience signal is rising.

Risks

  • Geography is the main bear point. 47's aggregate affinity is weaker than the shortlist average on metro footprint correlation, which is negative. Its regional strength does not line up with the Dodgers' footprint across the 55 metros checked.
  • Several large metros show the Dodgers' audience over-indexing where 47's affinity is lower. A co-brand would need a regional go-to-market plan, not a national assumption.
  • Demographic alignment is a diligence gap. The Dodgers' audience is strongly negative on the 30 to 34 bucket, where 47 is strongly positive. The 55-and-older bucket is negative for 47, so the age pattern does not match cleanly.

Diligence questions

  • Which metros would a regional pilot target first, and what would show that 47's affinity holds in the Dodgers' large over-indexing markets?
  • How would a pilot test the 30 to 34 gap before any national rollout?
  • Does 47's existing licensing with MLB and other leagues constrain exclusivity or category terms for a Dodgers co-brand?

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

Provenance: 26 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/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 profile(s)cache
/v2/insightsok25 recommended artist(s)cache
/v2/insightsok25 recommended tv_show(s)cache
/v2/insightsok25 recommended movie(s)cache
/v2/insightsok25 recommended podcast(s)cache
/v2/insightsokdemographics for 9 of 9 entitiescache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok7800 heatmap cell(s) in United Statescache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/insightsok1 of 1 candidates scoredcache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok5327 heatmap cell(s) in United Statescache
/v2/analysis/compareok0 shared catalogue tag(s)cache
Evidence rows (what bull, bear and the judge see)
[
 {
  "id": "t1-flags",
  "label": "Red flags (code rules)",
  "data": {
   "flags": []
  },
  "shortlistAverages": {}
 },
 {
  "id": "t1-m1",
  "label": "m1 Two-way audience affinity",
  "data": {
   "a": 0.8646168501109618,
   "b": 0.8646168501109618,
   "ratio": 1,
   "value": 0.8646168501109618,
   "reverse": [
    {
     "id": "9B8B279C-B777-4293-8121-B8174970B57D",
     "name": "Los Angeles Dodgers",
     "affinity": 0.8646168501109618
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "a": 0.8058428397073507,
   "b": 0.8058428397073507,
   "ratio": 1,
   "value": 0.8058428397073506
  }
 },
 {
  "id": "t1-m2",
  "label": "m2 Taste-profile overlap",
  "data": {
   "value": 0.371705217859064,
   "shared": [
    {
     "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:music:electronic",
     "name": "electronic",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:african_american",
     "name": "african american",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:friendship",
     "name": "friendship",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:family_relationships",
     "name": "family relationships",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:friend",
     "name": "friend",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:american_football",
     "name": "american football",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "coverage": 1,
   "buyerOnly": [
    {
     "id": "urn:tag:genre:place:restaurant:american",
     "name": "American",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:specialty_dish:place:tortillas",
     "name": "Tortillas",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:keyword:media:mexican_american",
     "name": "mexican american",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:place:restaurant:european",
     "name": "European",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:keyword:media:latino",
     "name": "latino",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "targetOnly": [
    {
     "id": "urn:tag:specialty_dish:place:truffle_fries",
     "name": "Truffle Fries",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:genre:place:stadium",
     "name": "Stadium",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:keyword:media:football",
     "name": "football",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:american_football_sport",
     "name": "american football sport",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:place:arena",
     "name": "Arena",
     "subtype": "urn:tag:genre:place"
    }
   ],
   "unionCount": 70,
   "sharedCount": 30,
   "buyerTop20MissingShare": 0.35
  },
  "shortlistAverages": {
   "value": 0.26208447790247186,
   "sharedCount": 21.75,
   "buyerTop20MissingShare": 0.475
  }
 },
 {
  "id": "t1-m3",
  "label": "m3 Cross-domain agreement",
  "data": {
   "value": 0.8588153875711427,
   "domains": [
    {
     "type": "urn:entity:artist",
     "clash": [
      {
       "name": "UGK",
       "affinity": 0.9019002828871784
      },
      {
       "name": "E-40",
       "affinity": 0.9063573347817516
      },
      {
       "name": "Swishahouse",
       "affinity": 0.9102819638802144
      }
     ],
     "label": "Music",
     "score": 0.9494027526786241,
     "shared": [
      {
       "name": "Meek Mill",
       "affinity": 0.9812556080775912
      },
      {
       "name": "YG",
       "affinity": 0.9776337888281423
      },
      {
       "name": "Jay Rock",
       "affinity": 0.9763296032040193
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:tv_show",
     "clash": [
      {
       "name": "Trailer Park Boys",
       "affinity": 0.8407340099706376
      },
      {
       "name": "It's Always Sunny in Philadelphia",
       "affinity": 0.8532888864822029
      },
      {
       "name": "Workaholics",
       "affinity": 0.8635743134336824
      }
     ],
     "label": "TV",
     "score": 0.8832504041347531,
     "shared": [
      {
       "name": "Ballers",
       "affinity": 0.9239332455476101
      },
      {
       "name": "Men of a Certain Age",
       "affinity": 0.9135154651633047
      },
      {
       "name": "Brockmire",
       "affinity": 0.9096232326141797
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:movie",
     "clash": [
      {
       "name": "The Pistol: The Birth of a Legend",
       "affinity": 0.7254561938654243
      },
      {
       "name": "Varsity Blues",
       "affinity": 0.7326203691835254
      },
      {
       "name": "Major League II",
       "affinity": 0.7379718420209015
      }
     ],
     "label": "Film",
     "score": 0.7773662768969423,
     "shared": [
      {
       "name": "Creed",
       "affinity": 0.8830457370548376
      },
      {
       "name": "Moneyball",
       "affinity": 0.818565230154973
      },
      {
       "name": "Coach Carter",
       "affinity": 0.812475390374828
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:podcast",
     "clash": [
      {
       "name": "The YoYoYo Podcast w/Martin & Hooter",
       "affinity": 0.7638472224606865
      },
      {
       "name": "Tom Segura En Español",
       "affinity": 0.7769034041274646
      },
      {
       "name": "Enchilada Casserole",
       "affinity": 0.7847753787213907
      }
     ],
     "label": "Podcasts",
     "score": 0.8252421165742513,
     "shared": [
      {
       "name": "I AM RAPAPORT: STEREO PODCAST",
       "affinity": 0.8801524973619502
      },
      {
       "name": "Monday Morning Podcast",
       "affinity": 0.8745412080690061
      },
      {
       "name": "The Fighter & The Kid",
       "affinity": 0.8572826733785486
      }
     ],
     "expected": 25,
     "returned": 25
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "value": 0.8441854633559238,
   "domains[0].score": 0.8794888506674802,
   "domains[1].score": 0.8836269856142132,
   "domains[2].score": 0.8086589764417401,
   "domains[3].score": 0.804967040700262
  }
 },
 {
  "id": "t1-m4",
  "label": "m4 Demographic alignment",
  "data": {
   "buyer": {
    "male": 0.21,
    "female": -0.21,
    "25_to_29": -0.1,
    "30_to_34": -0.7000000000000001,
    "35_to_44": -0.53,
    "45_to_54": 0.22,
    "55_and_older": 0.33,
    "24_and_younger": 0.36
   },
   "value": 0.5419560667468951,
   "cosine": 0.08391213349379029,
   "target": {
    "male": 0.51,
    "female": -0.51,
    "25_to_29": 0.30000000000000004,
    "30_to_34": 0.43,
    "35_to_44": -0.73,
    "45_to_54": 0.33,
    "55_and_older": -0.74,
    "24_and_younger": 0.08
   },
   "coverage": 1,
   "biggestGap": {
    "buyer": -0.7000000000000001,
    "bucket": "30_to_34",
    "target": 0.43
   }
  },
  "shortlistAverages": {
   "value": 0.5129090961869054,
   "cosine": 0.02581819237381071
  }
 },
 {
  "id": "t1-m5",
  "label": "m5 Geographic footprint",
  "data": {
   "value": 0.2896439291822178,
   "coverage": 1,
   "metroCount": 55,
   "whiteSpace": [
    {
     "lat": 42.3601,
     "lon": -71.0589,
     "buyer": 0.8822764061592385,
     "metro": "Boston",
     "target": 0.9671923099430688,
     "buyerRel": -0.05588609453499216,
     "targetRel": 0.029029809248838134
    },
    {
     "lat": 41.824,
     "lon": -71.4128,
     "buyer": 0.8326582942790359,
     "metro": "Providence",
     "target": 0.9394369883423109,
     "buyerRel": -0.08628184600626365,
     "targetRel": 0.020496848057011352
    },
    {
     "lat": 41.7658,
     "lon": -72.6734,
     "buyer": 0.8474897021248272,
     "metro": "Hartford",
     "target": 0.8925411137921895,
     "buyerRel": -0.06953699075301978,
     "targetRel": -0.024485579085657516
    },
    {
     "lat": 41.4993,
     "lon": -81.6944,
     "buyer": 0.8662737132965914,
     "metro": "Cleveland",
     "target": 0.8951722437625654,
     "buyerRel": -0.07152915049075081,
     "targetRel": -0.0426306200247768
    },
    {
     "lat": 39.0997,
     "lon": -94.5786,
     "buyer": 0.8635197516977453,
     "metro": "Kansas City",
     "target": 0.8393899735218094,
     "buyerRel": -0.023705731688706377,
     "targetRel": -0.047835509864642245
    },
    {
     "lat": 40.4406,
     "lon": -79.9959,
     "buyer": 0.8510252037916864,
     "metro": "Pittsburgh",
     "target": 0.8563939501858312,
     "buyerRel": -0.05488360999297626,
     "targetRel": -0.049514863598831504
    },
    {
     "lat": 41.8781,
     "lon": -87.6298,
     "buyer": 0.9369385202202375,
     "metro": "Chicago",
     "target": 0.9135887207753047,
     "buyerRel": -0.026636719026512434,
     "targetRel": -0.049986518471445196
    },
    {
     "lat": 40.7128,
     "lon": -74.006,
     "buyer": 0.9277621396874952,
     "metro": "New York",
     "target": 0.9110218801194884,
     "buyerRel": -0.03799999557565281,
     "targetRel": -0.054740255143659655
    }
   ],
   "correlation": -0.4207121416355643,
   "strongholds": [
    {
     "lat": 21.3069,
     "lon": -157.8583,
     "buyer": 0.9810658047116737,
     "metro": "Honolulu",
     "target": 0.9199337823019087,
     "buyerRel": 0.027697517321411236,
     "targetRel": -0.03343450508835377
    },
    {
     "lat": 33.4484,
     "lon": -112.074,
     "buyer": 0.9871317998785691,
     "metro": "Phoenix",
     "target": 0.8805544157900924,
     "buyerRel": 0.04539765309736399,
     "targetRel": -0.061179730991112735
    }
   ],
   "whiteSpaceCount": 9,
   "relativeToCohort": true
  },
  "shortlistAverages": {
   "value": 0.43391156033354505,
   "correlation": -0.13217687933290995
  }
 },
 {
  "id": "t1-m6",
  "label": "m6 Momentum",
  "data": {
   "z": 0.6958175144888723,
   "value": 0.6159695857481454,
   "priorSd": 0.011913024324132649,
   "coverage": 1,
   "priorMean": 0.5986292587947102,
   "normalised": true,
   "recentMean": 0.6125456090844876
  },
  "shortlistAverages": {
   "z": 0.19174600813212095,
   "value": 0.5319576680220202
  }
 },
 {
  "id": "t1-profile",
  "label": "Qloo entity profile: 47",
  "data": {
   "name": "47",
   "drivers": [
    {
     "name": "Los Angeles Dodgers",
     "score": 1
    }
   ],
   "ownership": "part_of_other",
   "keyMarkets": [
    "United States"
   ],
   "popularity": 0.9336593717685748,
   "screenRank": 1,
   "foundedYear": 1947,
   "priceRangeUsd": [
    25,
    85
   ],
   "ultimateParent": "Twins Enterprise, Inc.",
   "forwardAffinity": 0.8646168501109618,
   "competitorBrands": [
    "New Era",
    "Mitchell & Ness",
    "Fanatics",
    "Nike"
   ],
   "sharedCategories": [],
   "knownPartnerships": [
    "MLB",
    "NBA",
    "NFL",
    "NHL",
    "NASCAR",
    "Stoney Clover Lane"
   ],
   "marketPositioning": "An established, accessible, and high-quality provider of licensed sports headwear and apparel for dedicated fans of professional and collegiate teams."
  },
  "shortlistAverages": {}
 },
 {
  "id": "t1-score",
  "label": "Composite score",
  "data": {
   "F": 65.44723686375119,
   "points": {
    "m1": 30.261589753883662,
    "m2": 3.7170521785906403,
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    "m4": 5.419560667468951,
    "m5": 5.792878583644356,
    "m6": 3.079847928740727
   },
   "coverage": 1
  },
  "shortlistAverages": {
   "F": 64.17616394455051
  }
 }
]