Score breakdown
Expansionlocations & platform
9
Capitalfunding, M&A, IPO
8
Pricing powerraising vs discounting
6
Talenthires & leadership
3
Why it moved
In one week Garmin acquired TrainingPeaks + TrainHeroic (~120 staff) and launched the subscription-free CIRQA band — owning sensor to data to plan to coach. Unlike the plateaued leaders, its search demand is genuinely rising.
What would move it next quarter
Turning the TrainingPeaks + TrainHeroic acquisitions into a paid subscription coaching layer, plus real CIRQA sell-through numbers.