L
LEVR
Market Intelligence
ETS PerformanceJune 11, 2026
01 · MARKET INTELLIGENCE

Where ETS plants next.

Four candidate markets, scored on a single model. Where ETS should plant next.

PREPARED FOR  Ashley · ETS Performance LeadershipBY  LEVRSTAGE THREE · COMPETITOR & MARKET INTELLIGENCEJUNE 11, 2026
The mandate

ETS is considering new 2027 markets where it does not yet operate. The question is not 'are these good towns' — it's 'which one earns the first lease, and what has to be true before signing it.'

02 · THE VERDICT

Four markets, one scoreboard

Bel Air is the cleanest go. The two PA-and-WA strong markets are real but each carries one specific risk that a cheap Meta test resolves before any lease is signed. Cranberry is the most desirable town and the hardest entry — D1 is already there, on ETS's exact athlete.

Segments show the five pillars in fixed order — Youth Demand · Affluence · Competitive Openness · White-Space Fit · Operational Viability — each filled 0–5.

03 · SIDE BY SIDE

The comparison matrix

Every pillar, every market, on the same 0–5 scale. The weighted total is the Market-Fit Score.

PillarBel AirMD · 88/100HersheyPA · 82/100Tri-Cities, WAWA · 80/100NW PittsburghPA · 68/100
Youth Demand Base25% weight4/5
3/5
5/5
5/5
Affluence & Willingness-to-Pay20% weight5/5
4/5
4/5
5/5
Competitive Openness25% weight4/5
5/5
3/5
1/5
ETS White-Space Fit20% weight5/5
5/5
4/5
3/5
Operational Viability10% weight4/5
3/5
4/5
3/5
Market-Fit Score88
Strong
82
Watch
80
Watch
68
Watch
04 · PRESSURE-TESTED

Ashley’s read vs. the ground truth

Every market started as an instinct. We checked each one against census data, competitor sites, and review platforms — confirming some, correcting others.

Tri-Cities, WAWA · 80/100
She said"I don't see any real competition... we're seeing success in Washington... 26% under 18."
We foundDemand and the WA halo check out (~324k MSA, +6.8%, 26% under 18, Spokane Valley ~148 mi). But "no real competition" does not hold: a Parisi Speed School franchise is live in Pasco and Redline Athletics is rolling into Kennewick — both on ETS's exact age band.
Corrected
Bel Air, MDMD · 88/100
She said"I don't know the market very well. This area looks similar to the markets we typically target."
We foundConfirmed — and understated. The town-proper income figure ($74k) hides the real catchment: a county median of $112k, with Bel Air North at $121–137k and 90% homeownership. No D1, Parisi, TEST, or Athletic Republic inside the county. It's more ETS-typical than she thinks.
Confirmed +
Hershey / Palmyra, PAPA · 82/100
She said"Household income is in line... competition is limited, but the cities are smaller and attached via 1 highway with nothing around them."
We foundBoth halves confirmed. Income clears the bar (Derry Twp ~$97k) and competition is even thinner than she knew — Parisi Harrisburg and Power Train Hershey both closed in the last year. But the isolation is real: the weekly-drive catchment is only ~45–65k and low-growth. The thinness is the whole question.
Confirmed
Cranberry / NW Pittsburgh, PAPA · 68/100
She said"NW and SW Pittsburgh are desirable areas but D1 is present in both markets."
We foundConfirmed — and sharper. D1 Training sits at 20111 Route 19 inside Cranberry, and its "Developmental 12–14" tier hits ETS's exact sweet spot in the same format at the same price — flanked by AHN (×2), Athletic Republic, and strong locals. Best demographics in the set; hardest entry.
Confirmed +
05 · THE RECOMMENDATION

Sequence the bets

Not "go everywhere." A staged plan that risks the least capital on the surest market first, and gates the rest on a cheap demand test.

Plant first
Bel Air, MD
Highest score (88), affluent and family-dense, and competitively wide open — no national franchise inside the county. ETS can establish the data-driven youth-performance category here before D1 enters cold, with the existing east-coast location for support. Run the Meta evaluation test to size demand, then sign.
Validate, then move
Hershey / Palmyra, PA
Tri-Cities, WA
Both score in the low 80s with excellent white-space fit, and each carries one specific, testable risk. Hershey: is the thin ~45–65k catchment deep enough? Tri-Cities: how entrenched are Parisi and Redline really, and does the Spokane halo travel? A 3-week, ~$2.5k Meta test answers each before any lease.
Approach with a wedge
Cranberry / NW Pittsburgh, PA
The best town and the hardest entry. D1 already owns ETS's exact athlete here. Don't open first; don't pass outright. Only enter if a values/character + VALD-transparency message provably beats a generic speed-training control in a head-to-head ad test — otherwise ETS is just the 8th gym on the road.
06 · THE THROUGHLINE

What’s true in all four

The wedge

Across all four markets, one lane is uncontested everywhere: nobody — not D1, not Parisi, not the strong locals — leads with objective athlete data, a true middle-school focus, and a development-over-exposure culture at the same time. That is ETS's entry wedge in every market. Where ETS loses is on being first (Cranberry) or on catchment depth (Hershey), never on differentiation.

The offer

In every market the recommended entry offer is identical: a free VALD force-plate athlete evaluation. It is the one thing no local competitor can match, it is the natural lead for the data-driven story, and it doubles as the demand test — cost-per-booked-evaluation is the single number that greenlights or kills a lease.

Why LEVR is showing you this

This analysis is a snapshot taken by hand. The same engine — competitor moves, market shifts, demographic change — can run continuously as a LEVR intelligence loop, so the day a D1 breaks ground in Bel Air or a Parisi closes in Tri-Cities, ETS knows that week, not next planning cycle.

07 · HOW WE SCORED

The model

Four markets can't be compared on gut feel and a glance at a map. We scored each on five weighted pillars — the same model, the same sources, the same anchors — so the numbers are directly comparable. Each pillar is scored 0–5; the weighted total is the Market-Fit Score (0–100).

Youth Demand Base

25%

Size of the addressable youth-athlete market: catchment population, 5-year growth, share and count under 18, schools, and the depth of the local travel/club sports culture.

Affluence & Willingness-to-Pay

20%

Can families afford recurring paid training, and do they already value it? Median household income vs. ETS's ~$75–90k benchmark, households with children, home values.

Competitive Openness

25%

How crowded is the youth-performance space — scored inverse, so wide-open scores high. D1 Training, Parisi, Athletic Republic and strong locals all count against. D1 presence is a heavy flag.

ETS White-Space Fit

20%

Does ETS's specific differentiation land here? Data/VALD, middle-school focus, character/faith, female-athlete/ACL, small-group — and whether any competitor already owns those lanes.

Operational Viability

10%

Can a physical box actually work: catchment density inside a 15–20 minute drive, geography, real-estate availability and rent, and distance to existing ETS support.

Methodology

Each market was researched independently against the same five-pillar model by a dedicated analyst, using U.S. Census / city-data demographics, competitor websites, Google/Yelp review pages, franchise disclosure filings, and commercial real-estate listings. Every demographic figure and competitor fact traces to a cited URL; unverifiable figures are marked as estimates. Scores apply a fixed 0–5 anchor set so the four markets are directly comparable. This is desk research — it is designed to be confirmed by an on-the-ground walk-through and a live Meta demand test before any capital is committed.