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Love, Relationship and Commitment... These words may sound romantic, but when it comes to business, the condition of this love industry is not particularly good these days. In recent months, shares of companies related to wedding and dating services from the US to India have fallen badly. There are worry lines on the face of investors and experts are looking for deeper reasons behind this decline. In a show of Money9, the market expert explained why the graph of these companies is coming down rapidly. Is this just economic pressures or the impact of changing social attitudes towards relationships? Let's know why love-stocks are getting in breakup mode from America to India! Let's find out....
The stock of Bumble, the leading dating app company in the US, has fallen by 29% so far in 2025. Recently, there was a one-day decline of 6.5%. Large financial institutions like Morgan Stanley have downgraded it, pointing to its decline in popularity and stagnation in user growth.
The stock of India's leading matrimonial site Jeevansathi.com, which is part of the Naukri.com (Info Edge) group, has fallen 18% so far in 2025.
The stock of Bharat Matrimony, another major player in the sector, has fallen by 41% since November 2024, reflecting a steep fall in investor confidence.
Inflation, rising interest rates, and uncertainty of employment are forcing people to cut down on non-essential spending. Dating apps or matrimonial services have now come under the category of discretionary spending, which has a direct impact on subscription and advertising revenue.
According to an expert on the Money9 show, a new generation like Genz has become more practical about relationships. Marriage or long-term commitments are no longer considered an important goal. While the trend of dating continues, users are leaning towards more casual interactions or social connections, which is influencing traditional business models.
In today's rapidly changing society, data analytics, AI-based matchmaking, and content based on user behavior have become extremely important. Companies now need to understand that beyond just "find a relationship" message, they need to provide personalized, progressive and secure experiences according to the changing preferences of users.