Plus Problems

Hi, today we explore: (1) Disney's cracking down on password sharing, (2) Lululemon and Peloton are teaming up, (3) Survivor's back for season 45. TOGETHER WITH Today's Topics Hello and Happy Friday! Symbolic addition: singer Ed Sheeran has just released his 6th [studio album]( — the first to not have a mathematical operator as its title. Today we’re exploring: - Passwords plus: Disney is cracking down on account sharing. - Seamless fit: Lululemon and Peloton are teaming up. - Survivor: The reality show is back for its 45th season. Have feedback for us? Just hit reply — we'd love to hear from you! [Read this on the web instead]( Keys to the Magic Kingdom Bad news for everyone using a friend’s account to rewatch Frozen or keep up with the ever-expanding Star Wars universe: Disney+ is the latest streamer to start cracking down on password sharing. In a [strongly-worded email]( to Canadian subscribers, the company laid out vague plans to “implement restrictions” stopping users from sharing login details with anyone outside of their household after November 1st — a move Disney will likely roll out worldwide soon. Sub-standard Tenants currently living rent-free in the House of Mouse will have to cough up or pack up, with the cost of a premium monthly subscription set to jump 27% — from $10.99 to $13.99 — on October 12th for [US customers](. The policy and price changes come as Bob Iger looks to drag the streaming service out of the red: losses have risen to over $11 billion since the service launched [in 2019](. While getting the streamer to profitability by 2024 was always the intention, some parts of the plan haven’t played out exactly as execs had expected. Back in August 2022, when Disney still reported subscriber forecasts, it set a goal of 215-245 million for 2024, which the company now [reportedly expects]( to fall tens of millions short of. Indeed, largely thanks to [shedding subscribers]( in India after losing vital streaming rights to its national cricket league, Plus’s sub count has actually been trending in the wrong direction, finishing the third quarter with just 146.1 million — 18 million fewer than they had at the end of last year. Don’t sweat the competition Fitness giants Lululemon and Peloton are teaming up, announcing a 5-year [partnership]( on Wednesday, releasing a line of co-branded clothing, while Peloton will produce content for Lululemon's exercise app. The deal comes after years of both companies slowly encroaching on the other’s part of the fitness market. In 2020, clothing giant Lululemon spent $500 million acquiring Mirror — a $995 device that allows users to work out in front of a huge, mirror-like 43-inch screen — signaling Lululemon's intention to compete with Peloton during the peak of the pandemic-fuelled at-home fitness craze. Peloton then charged headfirst into the world of apparel, eventually triggering a legal battle with Lululemon over [borrowed designs]( before the matter was settled out of court. Mirror, mirror on the wall Leggings were most profitable, after all. That’s the likely conclusion of any recent Lululemon board meetings, as the company [throws in the towel]( on its Mirror product entirely, stopping hardware sales by the end of 2023. Of the two companies, the tie-up is a much bigger deal for Peloton ([investors agreed]( as shares in the fitness equipment company have lost a lot of their former shape — the company’s market cap is down 97% from its pandemic peak, as gyms re-opened and product issues rocked the company. Lululemon’s stock, on the other hand, has mostly held onto its pandemic gains — demand for premium gym wear hasn’t gone anywhere. [Sponsored by Pendulum]( The powerhouse probiotic Starting probiotics can be a major turning point for your gut health — particularly if it’s [Pendulum Akkermansia](. Why? Akkermansia muciniphila is a next-gen beneficial bacteria that hasn’t been available to the public before — until [Pendulum]( team of microbiologists developed a cutting-edge way to grow it. [Akkermansia]( strengthens your gut lining while reducing permeability (based on in vitro studies), which is a gamechanger for overall gut health. Here’s how 180 [Akkermansia]( users felt after 3 months: - 81% reported improved gut health. - 66% reported fewer sugar cravings. - 62% reported improved mood and energy. And they’re not the only ones — Halle Berry was so impressed with it that she became [Pendulum]( Chief Communications Officer. Feel it in your gut? [Try it with 20% off]( — use code CHARTR20 to get started. [Get 20% off Pendulum probiotics now]( Surviving Survivor — the reality show that drops a group of total strangers on a remote island where they must build shelter, hunt for food, and compete in various physical and mental challenges — was back on CBS for a staggering 45th season on Wednesday. Episodes will run for an extended 90 minutes this season, as competitors battle it out to take home the $1 million prize — “50% more show”, as Jeff Probst, who’s been at the helm for every edition since Survivor’s US debut 23 years ago, [put it](. Thriving Although British TV producer Charlie Parsons developed the show in 1992, it didn’t make it to screens until 5 years later when it aired as Expedition Robinson on Swedish television. It’s been adapted in multiple languages for over 25 countries [since then]( including the US, where fans and critics often hail it as an [all-time great]( of the reality television genre. With some 649 episodes since it first hit American airwaves on May 31, 2000, Survivor is one of the most prolific shows in [American history]( and its IMDb ratings have stayed pretty consistent through the show’s extensive run. Indeed, Survivor has averaged a 7.56 rating across the 649 episodes, with just one season — 2021’s S41, when the show returned after an 18-month hiatus — rated below 6. Conversely, the 2015 season titled Cambodia - Second Chance, where previous contestants returned to take the island again, is the highest-rated series with an 8.4 average rating. More Data • A NASA astronaut has returned after a record-breaking 371 [consecutive days]( in space, where he orbited Earth almost 6,000 times. • As a potential government shutdown looms, the House has approved an amendment to cut the [Secretary of Defense's salary]( to $1. • Featured in 3,000+ scientific publications, experts are calling Akkermansia a keystone strain for gut health. [Pendulum]( is the only USA probiotics brand with Akkermansia in the formula — [try it now with 20% off]( (code CHARTR20).** • Ogre and out: Airbnb is offering a free 2-night getaway in an exact replica of Shrek's cottage in [the](. **This is sponsored content. Hi-Viz • Visualizing 24 hours in the [loneliness epidemic](. • Great viz [deep dive]( on the evolution of beer. Off the charts: An heir to the family fortune behind which clothing giant just launched [their campaign]( to become San Francisco mayor? [Answer below]. [Answer here](. Thanks for reading. See you on Sunday for our deep dive! Have some [feedback](mailto:daily@chartr.co?subject=Feedback&body=Hi%2C%0A%0AI%20like%20the%20newsletters%2C%20but%20I%20had%20a%20thought%20for%20you...) or want to [sponsor]( this newsletter? Not a subscriber? Sign up for free below. [Subscribe]( Copyright © 2023 CHARTR LIMITED, All rights reserved. You are receiving this email because you opted in via our website. Our mailing address is: CHARTR LIMITED Kemp House 152 - 160 City RoadLondon, EC1V 2NX United Kingdom [Add us to your address book]( Don't want charts in your inbox anymore? Break our hearts and [unsubscribe](.