The cutest monopoly: Koala Kare
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thehustle.co
> “US antitrust law doesn’t prohibit monopolies. It prohibits conduct by monopolists.”
> Meanwhile, companies like Crayola (83%) or Gatorade (63%) have faced little scrutiny.
AFAIK, none of these companies are known to engage in prohibited conduct, so that's probably why they've not had much scrutiny.
You don't hear about Koala Kare forcing you into buying anything else if you want their change stations, or anything like that. There's free competition, but the Koala stations seem to work well and so there you go. If RubberMade is one of the major alternates and they can't sell a lot of them, I dunno ... RubberMade products are very common in commercial buildings.
Same thing with Crayola, maybe they've got some super secret thing where they buy up all the crayon making supplies, or maybe everyone else just makes shitty crayons and you only have to get burned a couple times before you're like Crayola crayons are always reasonable, just gonna buy those. Maybe not their markers though, I'm partial to Sanford's Mr. Sketch Scented Markers.
That stuff is basically useless and no other brand has the issues they claim to solve in their ads. It's the kind of propaganda you'd expect from a cult.
They are proven as reliable for 10-15 Years, at many places. Strong brand.
They are focused on that niche, unlike other.
Those are pretty good advantages.
Like, just make a damn product, make it well and to last, and sell a damn product for a reasonable price and shock of shocks, you'll get pretty far.
That's why aesthetics are so critical. Logos are a big deal, but few people want to spend money on a real commercial artist, designing one.
It's probably the most important graphic that a corporation will ever have, and often looks ridiculously simple (at least, the good ones do).
I used to work for GE, and we had a whole set of binders, instructing us on the proper use of the GE "Meatball" logo.
Aesthetics also goes into things like UX design. Branding is a really holistic endeavor, and many techies don't get that, at all.
I just don't get it. What is the monopoly here? Beverages with weird non appetizing colors?
That's the argument anyway, I don't know how much of that is true.
Which market? Of beverage with too much sugar? I don't even think they are leader compared to other sodas.
Gatorade was once a sports drink, but today it is not a sports drink - it is merely retained its marketing as a sports drink.
https://en.wikipedia.org/wiki/Gatorade#/media/File:Baltimore...
It may not be a super high level sport drink, and many players have moved on to other drinks (biosteel seems popular in the NHL), but it's not like nobody uses it for its intended purpose.
So just because you see athletes drinking "Gatorade" doesn't mean it's the same Gatorade that's sold in stores. It could be just water, or closer to the low-sugar original Gatorade formula with significant amounts of potassium and sodium added that the retail product lacks.
What you're doing is along the lines of "Wine, what's that? Do you mean poison grape juice??" You know what it is, stop being obnoxious.
Ngl I want to blow my life savings on a taco restaurant just to strong them into an antitrust, that's how much I miss it.
It's this.
There are many non-Crayola brands of crayons, but outside of high-end ones meant for artists, they all seem to suck. They're cheaper, though.
They might have different features, functions, and/or prices, and that's OK too.
It can even be OK for people like architects to freely (but consistently) specify one particular brand in deference to other brands. This is fine, too.
An architect stating something like "We always specify Hubbell wiring devices, Sherwin Williams paint, and Koala Care changing stations wherever applicable because they've so-far proven to offer a consistently excellent combination of performance, service, and value" is not, on its face, an improper thing to do.
It can be quite OK and perfectly-legal to have a natural monopoly. Selling a very, very popular widget is not an act that is somehow automatically worthy of damnation.
However, it can be very not OK (and often very illegal) for a company to abuse their status as a natural monopoly, especially in anticompetitive ways.
But I don't see anyone accusing Koala Care of any specific wrongdoing, so.....
Brining the chicken in buttermilk makes a huge difference.
The downsides, though, are that it took me a great deal of experimentation to get the technique right, and making them properly is a bit of a pain in the ass. Also they're absolutely not healthier. They're junk food, same as any other.
(Otoh, the premixed gatorade usually won't precipitate out, but maybe that's just mixing technique)
> water, sucrose (table sugar), dextrose, citric acid, natural flavor, sodium chloride (table salt), sodium citrate, monopotassium phosphate, and flavoring/coloring ingredients.
> Some Gatorade flavor variations used to contain brominated vegetable oil as a stabilizer
https://abcnews.go.com/amp/US/mother-arrested-after-concocti...
A dominant position in an open market with zero lock-in, is completely inconsequential to antitrust laws. Unless nefarious behaviour is alleged, it just means the product (and/or the branding) is superior.
Can anyone replace a Koala product with an alternative, without suffering any repercussion? Yes. Can anyone build a bathroom without buying from Koala? Also yes. Will your bathroom continue to work if you remove a Koala product? Still yes. Are consumers or businesses suffering from this market dominance? Not really (I guess Koala can command slightly premium prices, but we're talking plastic building supplies here - the margins will likely be pretty low already).
This has nothing to do with big-tech cases.
Can you? I ask, because I legitimately don't know - The article mentions the Baby Act that mandates a change table in public restrooms, so you MUST have a change table - and that change table MUST meet some safety standards. What I do know is that regulatory capture is a quiet activity that can be done through many mechanisms.
What are the safety regulations around baby changing stations and who writes them? If anything, this article hasn't made me feel more fuzzy towards Google, but makes me ask "why does Koala Care have such a large market share?"
If making a change table is as easy as some plastic, some straps and a bolting assembly surely someone can make a product just as good for the same or less price. However, that clearly isn't the case, which makes me question what is the regulatory landscape for approval of change tables and who approves them?
Not Koala.
https://americanspecialties.com/product_category/baby-changi...
Koala Kare isn't the worst. The worst by far, in my opinion, is "Outback Steakhouse". I remember when they first opened in Australia (in the 1990s or early 2000s???), they didn't even bother to metricate their menu. It felt weird, ordering American style food in a putatively Australian restaurant in the western suburbs of Sydney, with a menu telling you the size of steak in ounces instead of the usual grams. And I never went back to one, until sometime last decade, I was in San Mateo, California, and I was hungry and bored, so I thought I'd give them another go. And there was absolutely nothing Australian about the place except the name and imagery. And then they serve Fosters – which is a beer few Australians actually drink any more (I remember my dad drinking it in the 1980s), and few places in Australia even sell it. In fact, I'm pretty sure there was a period when they stopped brewing and selling it in Australia altogether; apparently more recently they've relaunched it and you can buy it again, but I can't remember seeing it on sale. In my life, I've drunk far more Fosters while in India than I ever have in Australia.
- Paris Baguette: a Korean bakery chain, selling 50-50 asian and western confections but no baguettes, pretending to be French, most popular in America.
- Bondi Sushi: a New York chain, named for a beach in Australia, for a Japanese specialty.
- Outback steakhouse: American chain named for a Australian region, and depending where you are, full of Canadian imagery including mooses and snow and sleds (I went in Boston).
Paris Baguette makes sense to me, it draws a lot of people who think they're getting a French bakery, but discover and enjoy the (novel-to-them) asian pastries in the process. As a non-white American, I have always been confused why Americans love appropriating Australian branding for restaurants? Who exactly does that appeal to, and to discover what? Evidently it offends Australians. It means nothing to me who doesn't really know what aspect of Australia I would seek from such places (sushi? steak?), so it doesn't seem meant to draw people who not affiliated with Australia somehow.
Maybe Australians cofounded these places in America? Or just Americans who had life-defining experiences in Australian locations and came back to start restaurants in honor of those places? I have not dug too deep into their origins.
As far as I am aware, Australians had nothing to do with the founding of Outback Steakhouse, and its founders had nothing to with Australia. A group of Americans in Florida in 1988 wanted to open a restaurant, and were looking for a distinctive theme or branding. And the Crocodile Dundee film had been a big hit in the US a couple of years earlier, and so they decided to appropriate the stereotypes of Australia it represents as the basis of their branding. I’m not aware any of them had any personal connection to Australia at all. If it wasn’t for the popularity of that film, they probably would have picked a different theme for their restaurant instead
That just sounds like northeast, Appalachian USA things.
For example, the cheesecake box says "Sara Lee, est. 1971 Lisarow NSW", except it was already a 50 year old American company when they expanded to Australia in 1971.
Or the "made in Australia from at least 12% Australian ingredients" labels on ALL the food. Like https://content.api.news/v3/images/bin/5b8b48cb5d8051c3c6734...
Yesterday I picked up a bottle of mustard that said American Mustard, proudly made in Australia. It's surreal!
Let's not even mention the pavlova.
If you are talking about independence, no. The US won independence through a violent rebellion. Australia became independent through a very gradual and consensual process, so gradual it is hard to pinpoint the exact moment at which Australia became independent.
A major step was the Statute of Westminster in 1931, by which the British Empire extended full legal sovereignty to its "Dominions". The Canadian, Irish and South African governments were keen on this law, so it applied to them immediately. However, the Australians, New Zealanders and Newfoundlanders (at the time not yet part of Canada) were hesitant, so the UK agreed the law granting them sovereignty would not apply until their own national parliaments consented to it. Australia didn't agree to accept it until 1942, New Zealand didn't until 1947, and Newfoundland never did (which helped pave the way for its annexation by Canada).
So Americans fight a bloody war for their independence, Australians are offered (a big chunk of it) by the UK and drag their feet for over a decade before accepting the offer, and New Zealanders for even longer.
e.g. I know a few people go off about lions in European heraldry but lions were at one point spread across Eurasia-Africa. It’s just not a good analogy for how quintessentially Australian some things are.
It goes both ways. Businesses do it all the time. I could name many Australian examples going the other way.
So, my guess is that it says more about us than it does about other peoples and just how we get worked up about it.
Here in Sweden, it's a bit difficult with the Häagen-Dazs premium ice cream brand, since they have some kind of phony-Scandinavian spelling that doesn't actually match any proper word (the vowel sequence Ä-A is really really weird) so we end up saying it strangely (in my case, i drop the A).
I wonder what the official pronunciation in Sweden is, unfortunately they don't say on their web.
But really, imagine how made-in-Mexico Mexicans feel about Taco Bell. It's just marketing.
Yes, it is a bit of a silly name, because if you actually go to the Outback, you won't find many Subaru Outbacks there, because they aren't actually designed for those conditions. What you will find, is heaps of Toyota Landcruisers and Nissan Patrols, which are.
> But really, imagine how made-in-Mexico Mexicans feel about Taco Bell
No doubt. But I wonder how many of the many people who condemn Taco Bell as "cultural appropriation", would even think to make the same criticism of Outback Steakhouse?
If there are authentic Australian steakhouses in America or globally that are struggling or dealing with people having strange misconceptions of Australian culture, while Outback is thriving and eating into their market while perpetuating said misconceptions of Australian culture (I have no idea! It's possible...), it would be a smaller-scale but similar case to Taco Bell and the variety of struggling family-run mexican restaurants, or non-mexicans being confused/surprised/ignorant about authentic mexican food.
Misconceptions of Australian culture are rather widespread in the US. Some Americans seem to think films like Crocodile Dundee are representative of mainstream Australian culture, when they aren’t. Films like that are taking stereotypes about the small minority of Australians who live in remote rural areas, and then exaggerating them for comic effect. The vast majority of Australians live in big metro areas, and have a rather different culture. It would be a bit like if someone saw a film about rednecks in the Ozarks and thought it was representative of the average denizen of New York or San Francisco.
Of course, in part it is just as much Australians’ fault for selling that kind of cringey stuff to Americans as it is Americans for lapping it up. The late Steve Irwin (of “Crocodile Hunter” fame), was likewise playing up those stereotypes in his on-screen persona. Some more recent cultural exports (for example Bluey) have done much better in this area
And rather obviously Outback Steakhouse is exploiting this ignorance as part of its marketing rather than challenging it
That said, I lived in Toronto for a while, many years ago, and enjoyed the “Aussie Chips” they served at some pubs - despite never having had chips with cheese on them in Australia.
I'm not entirely convinced he was joking.
It can be an OK place to get a decent-ish steak served at an OK price, and onions are my favorite food so things like their Bloomin' Onion "appetizer" can be God-tier for me. Overall, I like Outback -- but only just barely. I give it 6/10, will probably return... eventually, some day, maybe; I can get a massive amount of onion served almost anywhere if I ask nicely.
But it doesn't seem very Australian to me, unless of course I'm approaching things as if I am living in a Crocodile Dundee film from several decades ago. (And these films are comedies, not documentaries!)
Foster's is worse. It's shit beer. As far as I know, it's always been shit beer. And there's definitely a place in the world for shit beers to exist, as long as they're cheap enough, but it's never met the snide, bold, and somewhat-reprehensible tagline of "Foster's. It's Australian for beer."
But Koala Kare? That name doesn't make me think of Australia at all. It makes me think of koala bears. And koala bears definitely seem to be cute and cuddly in photos...and their native environment is definitely highly regionalized. But they are also rapey animals that trend toward being full of chlamydia, and they feed their young with literal shit. (Straight up ass-to-mouth shit.)
And I've got a pretty positive image of every person from Australia whom I've ever interacted with, so I myself don't associate a product named after a dirty rapey diseased shit-eating bear with Australian nationality, culture, or provenance.
YMMV, of course. (And also: You're welcome!)
I would not cuddle one, but if you do for God's sake make sure it's in a proper zoo, there they sedate the ones for cuddling. Do not shout, or move suddenly anyway.
(Now that we're discussing regional dialects as they relate to furry animals: Can we talk about possums, next?)
All evening I was being feted by blue collar Americans believing that as an Australian named Foster I _must_ have something to do with the beer.
As an American, I totally get this because the exact same thing happens when encountering "American" things in other countries.
bathroomsAreUnisex || (bathroomTypesWithTable % 2 == 0) * mens bathroom, no changing table.
* women's bathroom, no changing table.
* non-segregated disabled bathroom with a changing table.
That said your point is valid. Changing tables should be accessible regardless of gender. I've changed my son quite a few times in the ladies room, and never got into any problems. Then again, this side of Lake Atlantic isn't quite as gender-rigid as I've seen in US news reporting.It seems that they don't even know what a monopoly is at all in the context of their own article about antitrust laws, really.
I don't hear many complaints about Koala Kare and I'm unaware of any evil they're doing to keep their spot at #1 so until that changes I hope they enjoy their success.
Well, better for most people. If I own or run a company (or even just work at one), I'm very happy if there's no healthy competition for my products.
Don't disagree that a plastic changing station can be efficiently made by someone else, but I think you may be misunderstanding their advantage. Koala is providing a service in the world of "places in which the public use the bathroom", which is part of the "places occupied by the public" market. There are an unfathomable amount of needs, requirements, practical concerns, laws/regulations, etc that have to be served when you operate a public space.
Koala is part of the established suite of solutions to the problem of operating a public space, and "supply chain diversity" or even "we cost marginally less" is not enough to displace them. Koala would have to really mess up or you'd have to offer a significant advantage to displace a solved problem at an affordable price when it's just one of a thousand things you need to think about.
tldr: rent seeking is reliable way to make money if you don't mess up your core value or get too greedy for the market to bear
Was that intentional?
If KoalaCare raises prices or collapses quality, they'll get a competitor. A maintenance department can replace every single changing station in a big office building in a month if they wanted to.
Proportionality, it seems. Why has nobody sued the printer ink monopolists? Because compared to Google or Apple they're somewhat of a lesser evil.
To put a finer colored wax point on it: my crayon doesn't have access to my entire online life or my shopping habits, and I have no effective societal obligation to own Crayola crayons.
Thanks for that insight. "Vote with your wallet" and similar responses seem to die under the actual, practical, reality of exclusion and/or lack of access.
It's an age of unprecedented concentration of ownership with attendant open and unashamed market manipulation, which of course makes people talk about antitrust more, while also having absolutely no mechanism to do anything about it, which makes them talk about it with a tone of frustration and anger.
But frustration and anger does not break up companies. Functioning governments do.
I’m glad these things exist. I am also glad I now carry what are essentially puppy pads for lining these things. And I am glad that Cocomelon screen time on YouTube is enough of a treat to get him to behave during diaper changes.
If you aren’t familiar with Cocomelon, consider yourself lucky… https://www.animationmagazine.net/2024/05/cocomelon-continue...
I was surprised when someone said to me "do you want a tempo?" after I sneezed. I had to ask them to clarify before I got it
Am I missing it too or do you sneeze in funk?
I enjoyed the synopsis origin story though.
Then all of the sudden, it’s sitting next to Gatorade in huge volumes at Costco.
I’ve never seen a product so quickly “disrupt” a long-time monopoly. It remains to be seen whether it’s a fad or if they could actually compete with Gatorade, but it seems like they could, if anyone could.
To be clear, I’m personally not a fan of how companies like this use marketing (especially on YouTube) targeting young — impressionable — audiences, so I’m not necessarily rooting for either one of them (Gatorade is horribly unhealthy). But I have found it interesting at the very least.
But maybe this has less to do with geography, and more to do with the media that we allow ourselves to be exposed to.
For instance: I haven't watched regular advertising-supported TV (OTA or streaming or otherwise) for at least a decade, and my general online experience (including with things like YouTube) is generally completely ad-free (thanks, Sponsorblock and uBlock Origin).
I am, very purposefully and intentionally, rather "out of the loop" when it comes to advertising for trendy things.
My small town gas station in Ontario had supply issues because as soon as some cases got delivered the zoomers/αoomers would buy it all.
The next year, they went back to super bowl ads.
One should probably take the invention story here as just a story, foldable diaper changing stations were starting to get common in 1986, at least in the Nordics.
I was wondering about that too.
I first saw one in a men's toilet in the early 1990s. That was that was at the cafe owned by St-Martin-in-the-Fields in London (the big one on Trafalgar Square) which I was very impressed by at the time. They was pretty sure they were fairly common in the UK at the time, just in the women's, and had been for a few years.
If the idea of fold down tables had been invented in the US in a mid 80s that would be a very rapid spread, though possible as its an obvious good die. However if they were getting common in the mid-80s its obviously not the origin (or the only origin - parallel invention is quite likely).
Parallel invention happens, it is not a complicated invention, but it is just as likely someone remembered something they saw abroad. We don't know. But apparently they executed well on the idea, regardless of where it came from.
Yeah, my take is that it sounds like Koala Kare is really good about getting architects to specify their products in construction projects, but I never look at the Div 10 specs since it’s not my niche. I’ll have to take a look at some TI specs and see what I find.
Here’s a link to their canned spec section for 10 28 14 - Baby Changing Stations, .docx format: https://www.koalabear.com/wp-content/uploads/2021/09/Section...
"A moment of silence please for all the babies who fell off not-so-Sturdy Station v1. #ScaryVersionNumbers"
They are common in Singapore as well, but I doubt they are common all over the globe.
If anything I am somewhat surprised it's not some generic Chinese copies in the malls.