Bundle‑First Strategy

Cricut presented its “bundle‑first” strategy at the Morgan Stanley TMT Conference, emphasizing a shift toward simplified, affordable entry points for new users. The company announced next‑generation machines that cut production costs while adding capability, and it unveiled “Guided Flows” starter bundles that include all components needed to complete a project out of the box. These bundles aim to boost early engagement, which management views as highly predictive of long‑term use.