@lifeofbi Fan Bi (buy/ advise $5-50M brands in special sits)
Fan Bi (buy/ advise $5-50M brands in special sits) posts on X about $550m, $530m, $100m, $1b the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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Social Influence
Social category influence finance stocks technology brands fashion brands countries cryptocurrencies social networks travel destinations celebrities vc firms
Social topic influence $550m #1, $530m, $100m #110, $1b #125, market cap #125, debt, $300m, acquisition, $200m, $500m
Top accounts mentioned or mentioned by @numeral @richpanel @passportglobal1 @shipbob @ericaswallow @molsonhart @andrewjfaris @parkerhq @fulfilio @rehurek @numeraltax @abialecki @shaanvp @daverekuc @marcsup @sammendelsohn4 @rohitdotmittal @finaloopteam @goportless @sulemanali
Top assets mentioned Spotify Technology (SPOT) Lululemon Athletica Inc (LULU) Shopify Inc (SHOP) Solo Brands, Inc. (DTC) A.K.A. Brands Holding Corp. (AKA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Is the next "ZYN" actually a health supplement Ultra just raised $11M Series A led by Left Lane Capital (with Joe Burrow Dak Prescott Lindsey Vonn + founders from Harry's Grns Rockstar Energy). On the surface: another pouch. But zero nicotine. It's betting big: Oral Pouch = the new Pill for performance. #CPG #Wellness https://twitter.com/i/web/status/2021264164598186269 https://twitter.com/i/web/status/2021264164598186269"
X Link 2026-02-10T16:45Z 16.9K followers, [----] engagements
"NOBULL in early 2023: Textbook "CrossFit Plateau" layoffs (35%) CMO exit stuck in the box despite Games sponsorship. Jan 2026: $50M raised at $1B valuation (first funding since Repole buy-in + Brady TB12 merger). Repole (Vitaminwater/BodyArmor) + Brady playbook revived it. Thread 👇 #Wellness #SportsBusiness https://twitter.com/i/web/status/2021626553952793002 https://twitter.com/i/web/status/2021626553952793002"
X Link 2026-02-11T16:45Z 16.9K followers, [----] engagements
"Ted Baker omni-channel international lifestyle apparel brand doing $350M but declining profitability sells to ABG (Authentic Brands Group) for $250M"
X Link 2022-08-21T05:56Z 16.9K followers, [--] engagements
"CSC Generation - Founded in [----] by Justin Yoshimura and Chinese private equity firm China Science - Later raised funds from Altos Ventures FJ Labs and Panasonic including $100M in equity in Oct [----] - $1B rev with plans to double in next two years"
X Link 2023-01-30T21:08Z 16.9K followers, 15.8K engagements
"Whatnot raised $265m at a $5B valuation from Greycroft DST. The live shopping marketplace announced [------] hours of livestreams each week and daily viewers are engaged for an average of [--] minutes per day. Is live shopping in the US really gaining traction"
X Link 2025-01-30T18:59Z 16.9K followers, [----] engagements
"2015 Tapestry (Coach Inc) buys Stuart Weitzman (footwear) for $574m with the brand doing $300m in revenue and $50m in EBITDA. [----] Tapestry sells Stuart Weitzman to Caleres (Allen Edmonds Famous Footwear) for $105m doing $241m rev and $50m loss"
X Link 2025-03-27T17:04Z 16.9K followers, [----] engagements
"From side hustle to half a billion in sales. Chomps started in [----] selling $50K worth of meat sticks. The founders stayed part-time until [----] and [----]. First full-time hire Same year. By 2020: $45M revenue. By 2023: $250M. 2024: $500M 180K+ points of distribution. Early traction via eCom and influencer playbook. Nailed product-market fit online. Then scaling into offline. They raised $80M from Stride Consumer just closed a $100M credit facility with Wells Fargo and are building a [------] sq ft facility in Missouri. Truly incredible for a snack brand that didnt exist on shelves a decade ago"
X Link 2025-05-09T16:59Z 16.9K followers, [----] engagements
"So the Vancouver brand is pivoting. Instead of only yoga instructors & wellness influencers its now signing star athletes: 🎾 Frances Tiafoe & Leylah Fernandez ⛳ Max Homa 🏎 7-time F1 champ Lewis Hamilton"
X Link 2025-09-09T17:48Z 16.9K followers, [---] engagements
"This isnt Nike or Adidas who spread billions across hundreds of names. Lululemon says it will keep the roster lean + impactful betting a handful of stars can reframe the brand beyond yoga"
X Link 2025-09-09T17:48Z 16.9K followers, [---] engagements
"Can Bill Gates daughters app help you decide if you should buy those jeans 👖 Phoebe Gates just raised $8M for Phia an AI shopping agent from Kleiner Perkins + celebrity backers like Kris Jenner & Sara Blakely. Competing with Honey (PayPal) Ibotta Rakuten Phias wedge is fashion + resale. 500k+ users already. Their positioning around circular consumption and an ambition to act less like a coupon scraper and more like a should I buy this AI advisor. Big question: can it stand out in a crowded space https://twitter.com/i/web/status/1971630346077626572"
X Link 2025-09-26T17:38Z 16.9K followers, [----] engagements
"When family holding companies play chess billion-dollar brands move. Keurig Dr Pepper is buying JDE Peets for $18.4B. Both are controlled by JAB Holding (Reimann family). JABs coffee empire in [--] moves: [------] Peets + Caribou [------] Creates JDE (Jacobs Tassimo Gevalia) [----] Buys Keurig Green Mtn ($13.9B) [----] Merges Keurig + Dr Pepper Snapple KDP [----] IPOs JDE Peets ($17B) Now KDP + JDE = $25B revenue giant built to take on Nestl & Starbucks. https://twitter.com/i/web/status/1975595473462558808 https://twitter.com/i/web/status/1975595473462558808"
X Link 2025-10-07T16:14Z 16.9K followers, [----] engagements
"Genstore just raised $10M seed to take on Shopify. Lead investor Weimob a Chinese public SaaS giant in digital commerce. Genstore is AI-native store builder: launch via chat not templates. #1 on Product Hunt at launch"
X Link 2025-10-23T16:44Z 16.9K followers, [----] engagements
"Equity is a very expensive way to buy inventory. Too much debt starts a death spiral. So how do founders know the right mix I sat down with Andrew Barone the guy brands call when cash gets tight to break down the real mechanics behind consumer brand financing: Why brands hit liquidity walls at $5M $10M $20M How PO financing + factoring actually work Where forecasting goes wrong What lenders see that founders miss If you're scaling a CPG/eCom brand this is the side of finance nobody talks about. Listen at the links below 👇"
X Link 2025-12-08T17:43Z 16.9K followers, [---] engagements
"Youtube: Spotify: Newsletter: Thanks to sponsors @fulfilio @numeral @go_portless https://inthemoneyhq.com/ https://open.spotify.com/episode/16dEuLEySAAM6bf93tcwSO https://www.youtube.com/watchv=UgiFbnq-4EU https://inthemoneyhq.com/ https://open.spotify.com/episode/16dEuLEySAAM6bf93tcwSO https://www.youtube.com/watchv=UgiFbnq-4EU"
X Link 2025-12-08T17:43Z 16.9K followers, [---] engagements
"California Pizza Kitchen is being sold for $300M but the real story isnt the price. Its why an apparel-focused brand investor is buying a pizza chain. Consortium Brand Partners (CBP) owner of Outdoor Voices Draper James Jonathan Adler is acquiring CPK. Eldridge/Convive (Le Pain Quotidien The Little Beet) will run the restaurants. The unlock: CPK isnt really a restaurant company anymore. Its a brand + licensing machine. CPKs arc: 2008: Bought for $470M 2020: Bankruptcy But while restaurant traffic stagnated grocery licensing took off. Todays real value: Nestl CPK frozen pizzas Litehouse CPK"
X Link 2025-12-17T18:45Z 16.9K followers, [----] engagements
"Anastasia Soare just put $225M of her own money into her beauty brand Anastasia Beverly Hills as TPG effectively bows out. The numbers matter: ABH peaked at $500600M revenue TPG invested $600M in [----] at a reported $3B valuation Ownership went from 38% 6% via a debt restructuring Brand was downgraded to D by S&P Global Ratings after a missed payment Soares $225M check: de-levers the balance sheet restores founder control buys strategic optionality Will we see more founder recaps + sponsor wipe outs in scaled consumer. https://twitter.com/i/web/status/2008608723309125864"
X Link 2026-01-06T18:36Z 16.9K followers, [----] engagements
"One of the more interesting mid-market consumer special sits investors is at it again this time with Laird Superfood. Laird just announced a $38.5M cash acquisition of Navitas Organics funded by a $50M convertible preferred from Nexus Capital Management. The numbers matter: Laird revenue: $43M Navitas revenue: $36M Pro forma revenue: $80M Laird pre-deal market cap: $60M Nexus pref: 5% dividend fixed conversion + up to $60M more for M&A This is Nexus playbook: step into complexity recap the balance sheet underwrite M&A compound through operational resets (Dollar Shave Club FTD TOMS). For"
X Link 2026-01-07T15:46Z 16.9K followers, [----] engagements
"Liquid I.V. is now a $1B+ revenue brand inside Unilever. The numbers are wild: Founded: [----] Acquired by Unilever: [----] Purchase price: $525M (reported incl. earnout) Revenue at acquisition: $200M Why this worked (and keeps working): High-frequency use case (hydration not vanity) Hero SKU dominance with premium pricing (electrolyte sticks) DTC + Amazon proved demand before Unilever scaled global + mass retail Unilever paid roughly 2.5x sales for a brand that became a $1B+ power brand. Great sign for emerging brands when revenue-multiple acquisitions end up working out."
X Link 2026-01-14T17:52Z 16.9K followers, [----] engagements
"Another reminder that revenue durability in consumer media + commerce. Food52 has filed for Chapter [--] and agreed to sell assets to Americas Test Kitchen. The numbers matter: Peak revenue (202021): $80100M Revenue mix: commerce-heavy not media Institutional capital: $130M raised majority stake sold in [----] to The Chernin Group Thesis: sustained DTC growth + media commerce flywheel What broke: paid traffic economics inventory + working capital intensity media margins couldnt subsidize retail volatility Why ATK works: subscription-led content-first minimal inventory risk predictable cash flows"
X Link 2026-01-15T16:11Z 16.9K followers, [----] engagements
"Deal Alert: High-growth mission-driven DTC personal care brand exploring strategic options. Highlights: $15M+ LTM revenue; $20M+ budgeted for [----] 80% subscription revenue with strong retention Predominantly DTC supported by a 1400+ ambassador / community network Expanding product set across baby care feminine care and body care Clean supply chain with minimal tariff exposure The business sits within a corporate parent and is being evaluated as a non-core asset/ looking to divest. Strong fit for: Consumer platforms / strategics Sponsor-backed growth vehicles Mission-aligned operators looking"
X Link 2026-01-15T18:50Z 16.9K followers, [----] engagements
"YSE Beauty founded by Molly Sims in April [----] just closed a $15M Series A led by Silas Capital with participation from L Catterton and follow-on from Willow Growth Partners + Halogen Ventures. The traction is the story: Founded: Apr [----] Retail launch: Sephora exclusive June [----] Distribution: [---] U.S. stores + online [----] growth: 120% YoY [----] outlook: 80% growth targeting $30M revenue Focus: simplified clinically tested skincare for women 35+ By beauty standards this is fast. Most indie brands take [--] years to earn national Sephora distribution. YSE did it in [--] months."
X Link 2026-01-16T16:23Z 16.9K followers, [----] engagements
"Food is one of the hardest consumer categories to invest in. Low margins. Capital intensity. Long build cycles. Thats why my convo with Nate Cooper (Barrel Ventures) was so clarifying. Key takeaways: Food is brutal and massive. Margins are tighter than beauty/VMS but its the only category consumers engage with 3x a day for life. Habit + scale matter. Velocity door count. Distribution is meaningless without sell-through. Door count is a vanity metric. Venture math still applies. A great $100m food brand can be a win but venture-scale requires a real path to $100s of millions $1B+ in revenue."
X Link 2026-01-19T17:03Z 16.9K followers, [----] engagements
"Youtube: Spotify: Newsletter: Thanks to sponsors @numeral @PassportGlobal1 @Richpanel. https://inthemoneyhq.com/ https://open.spotify.com/episode/37eT0coijlQrKfHys8raAy https://youtu.be/fuq3nhQ_vKosi=q0h_hDudAcF8A3C- https://inthemoneyhq.com/ https://open.spotify.com/episode/37eT0coijlQrKfHys8raAy https://youtu.be/fuq3nhQ_vKosi=q0h_hDudAcF8A3C-"
X Link 2026-01-19T17:03Z 16.9K followers, [---] engagements
"Evergreen just raised a new $15M round bringing total capital to $20M led by Melitas Ventures. The traction is real: Founded: [----] (by Emily Cole Groden) [----] revenue: $25M+ (more than 2x YoY) 8000+ retail doors meaningful scale for a frozen cold-chain category Same lane as Goodles (rumored $100M+ revenue): legacy-dominated aisle premium better-for-you positioning playing for household penetration not novelty SKUs https://twitter.com/i/web/status/2013645193002602504 https://twitter.com/i/web/status/2013645193002602504"
X Link 2026-01-20T16:10Z 16.9K followers, [----] engagements
"Off-market opportunity in personal care: A premium performance-led brand doing $1M in revenue with 75%+ gross margins is exploring a sale. Positioned squarely in masstige unisex fragrance and spray deodorant all categories with strong secular tailwinds. The business is lean highly reviewed (2000+ five-star reviews) and under-scaled across paid marketing Amazon wholesale and product extensions. Interesting platform for a buyer who knows how to pour fuel on a clean core. DMs open for intros. https://twitter.com/i/web/status/2013704094079242733 https://twitter.com/i/web/status/2013704094079242733"
X Link 2026-01-20T20:04Z 16.9K followers, [----] engagements
"Its only January and we already have the wildest growth-equity deal of [----]. Beast Industries (the MrBeast parent co) just raised $200M from Bitmine Immersion Technologies. This isnt a bitcoin company writing a check. Its the largest Ethereum treasury holder ($14B ETH) betting on the largest distribution engine on earth. The numbers: Valuation: $5B (up from $1.5B in 2022) 2025E revenue: $750M+ Feastables: $400M revenue $50M profit Audience: 450M+ subscribers (global high-trust) Whats really happening: Feastables = the engine Retail monster using YouTube as $0 CAC distribution. Content = the"
X Link 2026-01-21T17:06Z 16.9K followers, [----] engagements
"Im still in Paris this week and walked past a Szane store with a line out the block. Even packed I was handed a herbal orange tea and a hazelnut cookie while waiting. Thats when it clicks why Szane is the gold standard in modern fashion. The numbers + mechanics that matter: Founded [----] by Morgane Szalory $300M+ revenue profitable bootstrapped DTC-first minimal wholesale Why it works: 1) Drops as inventory control (not hype) Limited collections + essential restocks High full-price sell-through strong margins Excess cleared via Archives events (markdowns as moments not margin destruction) 2)"
X Link 2026-01-22T16:49Z 16.9K followers, [----] engagements
"Lemon Perfect just raised $10M bringing total capital to $40M+. Founded in [----] by Yanni Hufnagel with early backing from Beyonc the brand came out hot and earned national grocery mass and convenience distribution early. Now the important part: Rumored revenue: $40M Survived the beverage washout Simple value prop: flavored water no sugar no caffeine Useful comps: Hint $150M revenue independent still compounding Bai Brands $250M revenue at exit sold to Dr Pepper Snapple for $1.7B https://twitter.com/i/web/status/2014734873299452370 https://twitter.com/i/web/status/2014734873299452370"
X Link 2026-01-23T16:20Z 16.9K followers, [----] engagements
"Ive been building In The Money HQ a newsletter for people who actually operate invest in or buy consumer brands. Good fit if youre interested in: conversations with $5M$50M founders operators investors acquirers and lenders in DTC + CPG real consumer M&A deal breakdowns (not press-release fluff) proprietary deals from brands looking to reach a broader buyer universe Already subscribed Would love candid feedback whats been useful whats missing what should I double down on Link👇 https://twitter.com/i/web/status/2015808320695644460 https://twitter.com/i/web/status/2015808320695644460"
X Link 2026-01-26T15:25Z 16.9K followers, [---] engagements
"https://inthemoneyhq.com/ https://inthemoneyhq.com/"
X Link 2026-01-26T15:25Z 16.9K followers, [---] engagements
"One of the cleanest examples of how real growth happens in a capital-intensive consumer business. My convo with Greg Hayes Co-Founder & CEO of Branch (office furniture) was a masterclass in doing the unsexy work that compounds. Key takeaways: Gross margin is the unlock. 35% margin improvement in [--] years from in-house design hero SKUs packaging + supply-chain discipline. When margin moves everything gets easier. Forecasting = a hidden funding round. Better demand planning freed cash from inventory and funded growth without raising capital. Channel expansion without single-point risk. DTC B2B"
X Link 2026-01-26T19:21Z 16.9K followers, [---] engagements
"Youtube: Spotify: Newsletter: Thanks to sponsors @numeral @PassportGlobal1 @Richpanel. https://inthemoneyhq.com/p/what-paris-reveals-about-durable-consumer-brands https://open.spotify.com/episode/2GNYE0rQlaBtVXEFLPyNWg https://youtu.be/5OaBTjRW5XQsi=Lafgd2M1NXcz28Fs https://inthemoneyhq.com/p/what-paris-reveals-about-durable-consumer-brands https://open.spotify.com/episode/2GNYE0rQlaBtVXEFLPyNWg https://youtu.be/5OaBTjRW5XQsi=Lafgd2M1NXcz28Fs"
X Link 2026-01-26T19:21Z 16.9K followers, [---] engagements
"Goodwill (donation) sales at all-time-high SMB payroll providers offering pay-in-installments and apartment buildings offer BNLP. The top"
X Link 2026-01-27T14:17Z 16.9K followers, [----] engagements
"Luxury fragrance is the new handbag category. L Catterton just took a minority stake in Ex Nihilo. This isnt just beauty its a bet on the highest-margin white space left in luxury. Ex Nihilo (the growth blueprint): Revenue: est. $75M+ ASP: $250+ (real pricing power) Moat: personalization (Osmologue tech) + cult scents like Fleur Narcotique Creed (the end-state proof): Sale price: $3.8B (acquired by Kering 2023) Revenue at sale: $270M EBITDA: $160M (50%+ margins) Multiple: 14x revenue / 23x EBITDA Why PE is pivoting to scent: Invisible signaling in a quiet-luxury era Inventory efficiency: high"
X Link 2026-01-27T17:26Z 16.9K followers, [----] engagements
"How do CrossFitters and weightlifters still have large chests when its all legs and shoulders"
X Link 2026-01-28T13:44Z 16.9K followers, [----] engagements
"Biologica just closed a $7M seed led by Addition with Greycroft and True Beauty Ventures joining. To understand the bet look at the pillars that built the category leaders: Ritual - Transparency pillar Traceable ingredients essentials-only $100M+ revenue Lesson: transparency isnt a feature its the foundation Seed - Science pillar Clinical-grade microbiome health $100M+ revenue Lesson: science-first framing = premium pricing + retention Perelel - Lifecycle pillar Targeted nutrition across motherhood stages $20M Series B to fuel retail expansion Lesson: focus creates deeper moats than general"
X Link 2026-01-28T17:05Z 16.9K followers, [----] engagements
"Weve had alkaline water for athletes sleek bottles for status and tallboy cans for culture. Now PFAS + microplastic headlines are shifting consumers from cool clean. Loonen just raised $6M led by Brand Foundry Ventures betting that Purity Personality. To see why look at the wedges that built the current winners: Essentia: Functional wedge Alkaline / high pH hydration $300M+ revenue Acquired by Nestl (2021) Smartwater: Aesthetic wedge Vapor-distilled purity + sleek design $1B+ global brand Owned by Coca-Cola Liquid Death: Cultural wedge Murder your thirst branding $500M+ retail sales (est.)"
X Link 2026-01-29T18:49Z 16.9K followers, [----] engagements
"A $500M+ valuation for cottage cheese sounds wild until you run the comps. With L Catterton doubling down on Good Culture the industry is finally paying attention. Good Culture (est.): Revenue: $120M+ Growth: consistent double-digit YoY Positioning: clean-label high-protein strong halo Implied multiple: 4x revenue The comps that matter: Chobani - rebuilt a commodity aisle around protein + clean branding. Revenue today: $2B+ Siggis - high protein simple ingredients premium pricing. Acquired by Lactalis revenue at sale: $100M+ valuation: $300M+ (3x revenue) Why PE loves this: Protein arbitrage:"
X Link 2026-01-30T16:37Z 16.9K followers, [----] engagements
"Why has this meal plan company raised $108.5M including capital from the CEO of Moderna and Abu Dhabis sovereign wealth fund Because L-Nutra isnt a wellness brand anymore. Its becoming medical nutrition infrastructure. Founded by longevity researcher Valter Longo L-Nutra started with ProLon a patented fasting-mimicking nutrition platform: ProLon 5-Day: plant-based FMD protocol ProLon Next Gen: optimized for biological age reduction 1-Day Reset: weekly metabolic maintenance Fast Bar: clinically tested to maintain fasting state (no glucose/IGF-1 spike) L-Protein Bar: plant amino acid profile"
X Link 2026-02-03T17:21Z 16.9K followers, [----] engagements
"BERO just secured investment from Paine Schwartz Partners at a $100M+ valuation. The momentum in premium non-alc substitution plays is getting hard to ignore. Why this isnt a vanity brand: Tom Holland is a true co-founder (with John Herman ex-Chobani) not just an endorser Revenue: nearly $10M in year one targeting 3x growth in [----] Positioning: premium beer-forward NA for dinner tables bars real social moments Distribution: DTC + retail with a heavy on-premise push (restaurants / hospitality) The benchmark in the category is Athletic Brewing: $100150M+ revenue $800M valuation (post-Series D)"
X Link 2026-02-05T17:08Z 16.9K followers, [----] engagements
"Advising on an Amazon-first platform: $16M revenue $1.7M Post-Marketing Contribution Margin (strong unit economics). For the right buyer push most of this straight to EBITDA. Sellers are pricing at 2x CM meaning heavy derisking for buyers. #AmazonFBA #eCommerce"
X Link 2026-02-09T15:46Z 16.9K followers, [---] engagements
"Key deriskers included in the ask: Inventory coverage Price protection This isn't a moonshot it's a solid profitable Amazon play ready to cashflow. If you're a platform PE or strategic looking for Amazon exposure this could fit"
X Link 2026-02-09T15:46Z 16.9K followers, [---] engagements
"Barbell strategy in action: Rolaids (2024) owns legacy/value. Wonderbelly = premium opposite: clean-label recyclable tins built for Gen Z/Millennials who want wellness not just relief. Numbers: $15.4M raised (Loft led Series A) explosive growth (Target '23 CVS '24 Walmart '25) near-profitable. 4-5x+ multiple in a tough market. https://twitter.com/i/web/status/2021988951381488076 https://twitter.com/i/web/status/2021988951381488076"
X Link 2026-02-12T16:45Z 16.9K followers, [---] engagements
"We're about to buy our 8th DTC brand this year have talked to 200+ founders and everyone asks about pricing/ valuation. Here's what we've learned:"
X Link 2021-11-30T22:32Z 16.9K followers, [---] engagements
"Having seen 200+ eCom DTC P&Ls the past year the best ones look something like: Product Cost - 25% FOB CC Fees Shipping/ Fulfilment Returns Discounts - 20% Gross Margin 55% Marketing (MER) - 20% Opex/ Headcount - 10% Net Margin 25%"
X Link 2022-01-30T13:21Z 16.9K followers, [----] engagements
"Has anyone told you that eCom is a terrible business if you want to make cash Improving the cash conversion cycle of a brand is priority #1 when we take it over. Here are our four biggest takeaways"
X Link 2022-02-13T23:22Z 16.9K followers, [----] engagements
"We've bought [--] businesses in the last year studied hundreds of transactions and valuations are truly all over the map including within the same company Some data points:"
X Link 2022-03-12T21:02Z 16.9K followers, [---] engagements
"Someone will buy it for the revenue . they told me. That's what I thought at my last brand. After [--] years of building I realized no one was coming. After seeing 100+ deals via our banker network and participating in [--] ourselves this is more often what it looks like:"
X Link 2022-05-10T23:30Z 16.9K followers, [---] engagements
"We see [--] DTC businesses a week between brokered marketplace and off-market - it is BRUTAL out there a storm of five factors with one on the horizon. Please start planning for a bumpy summer"
X Link 2022-05-25T22:20Z 16.9K followers, [---] engagements
"When Lightspeed and Accel invested $18.5M in Bonobos in [----] it sent [----] ships (of VCs) chasing power law returns in DTC. It hasn't worked. DTC is not SaaS due to a few key factors most important being revenue quality and physical goods are incredibly hard to scale vs code. Genuine question - is anyone buying DTC brands at healthy multiples Seeing people making investments (I'm one of them). But unlike SAAS haven't seen a ton of M&A activity btw $50-$250M. At least not like SAAS. Curious what happens or if cashflow is the optimal path. Genuine question - is anyone buying DTC brands at"
X Link 2022-08-09T09:51Z 16.9K followers, [---] engagements
"After seeing 100+ DTC income statements in the last year and the relative success of those businesses I think the biggest mistake we've made as DTC operators is mispricing gross margin:"
X Link 2022-08-09T20:31Z 16.9K followers, [---] engagements
"Although VCs have been leaving DTC land the past couple of years there's been an explosion in lenders that have entered with billions in capital to deploy. Here's a comprehensive list by type:"
X Link 2022-08-10T09:54Z 16.9K followers, [---] engagements
"Skincare Better [--] years old no outside funding $95M revenue sells to LOral. No price tag disclosed. No DTC no marketplace no wholesale. Distributed through physicians and practitioners within plastic surgery dermatology and medical spas"
X Link 2022-09-27T02:06Z 16.9K followers, [---] engagements
"Johnny Was womenswear brand sells to Oxford apparel holding company (Tommy Bahama Lilly Pulitzer) for $270M. $202M revenue $30M in EBTIDA i.e. 1.3x revenue 9x EBITDA"
X Link 2022-09-27T03:05Z 16.9K followers, [---] engagements
"DTC brands have been punched repeatedly in the face this year and Q1 will be a busy time in Delaware courts"
X Link 2022-12-09T19:36Z 16.9K followers, [---] engagements
"How to sell a small market (sub $10M revenue) DTC brand:"
X Link 2022-12-13T22:59Z 16.9K followers, [---] engagements
"Canadian DTC mattress leader Silk and Snow acquired for $24M with additional $20M in 3-year earnout by Sleep Country Canadian omnichannel specialty sleep retailer. S&S had revenue of $35M EBITDA of $4M i.e. exit multiple of 5.6x (not including earnout)"
X Link 2023-01-04T19:57Z 16.9K followers, 26.3K engagements
"Sundry (DTC apparel brand) bought by Digital Brands $DBGI - Sundry [--] years old based in LA DTC and wholesale $20M in revenue $2.5M in EBITDA - Digital Brands microcap apparel hold co - $5M in cash (and $20M in equity not any volume to sell) Congrats to Hil and team"
X Link 2023-01-10T01:40Z 16.9K followers, 20.4K engagements
"CPG exit - P&G acquires haircare brand Mielle Organics. Mielle raised $100M+ from Berkshire Partners (growth equity) for minority stake in [----]. Still run by wife-and-husband founded in [----] rooted in natural ingredients designed for black women"
X Link 2023-01-16T21:25Z 16.9K followers, 12.5K engagements
"ClearCo was an early innovator in fast funding for eCom brands and reached a $2B val via $300m of capital in [----]. Since then it's had two layoffs cutting down from [---] to [---] people and two CEOs step down. We've been a happy customer and partner. Why is this a hard space"
X Link 2023-01-18T20:58Z 16.9K followers, 71.2K engagements
"DTC success story breaking soon homegoods company announcing exit for $1B 10x EBITDA"
X Link 2023-01-24T19:17Z 16.9K followers, 54.1K engagements
"Bloomberg reported Away luggage has hired a banker to run an exit process. At $300M in revenue what will it sell for On $200M raised what does it need to sell for"
X Link 2023-02-15T18:51Z 16.9K followers, 211.7K engagements
"There is a crisis in small-market ( $5M rev) DTC brands. They're default zombie but they don't know it yet"
X Link 2023-02-15T19:50Z 16.9K followers, 30.4K engagements
"GAAP accounting (generally accepted accounting principles) introduced in [----]. [----] no one in eCom can agree what fits above the gross margin line. Literally every chart of accounts we see looks different"
X Link 2023-02-20T22:32Z 16.9K followers, 41K engagements
"Bloomberg reported Tonal connected fitness startup seeking to raise money at $500M valuation. That's less than [--] months after it's $100M raise at a $1.9B valuation and [--] months after a $250M raise at $1.6B"
X Link 2023-02-21T21:21Z 16.9K followers, 78.7K engagements
"Hang on Shopify banks with SVB. $SHOP stock not severely impacted. But likely this will have delays for customer deposits next week"
X Link 2023-03-11T06:55Z 16.9K followers, 114.6K engagements
"KPS Capital Partners bought golf brand TaylorMade for $425M of which $180M was upfront in [----]. They sold it four years later for $1.7B. How did they drive so much value in four years"
X Link 2023-03-17T18:42Z 16.9K followers, 38.2K engagements
"Good week of funding for early-stage consumer brands: - True Botanicals skincare raises Series B - Mad Rabbit Tattoo raises $10M A - Vacation sunscreen raises $6M A - Blank Street coffee raises $20M - Matter of Fact beauty raises $6M A - Momofuku Goods raises $17.5M A"
X Link 2023-03-27T21:49Z 16.9K followers, 36.9K engagements
"Markets and belief: Bonobos [----] $100M revenue [--] stores growing 30% YoY Sells to Walmart for $310M Bonobos [----] $200M revenue [--] stores growing 30% YoY Sells to Express $EXPR and WHP for $75M"
X Link 2023-04-16T19:51Z 16.9K followers, 31.8K engagements
"This is best in class eCom/ digitally native consumer brand: - $140M revenue growing 40% YoY 20% EBITDA margins. - Channel diversified between Amazon wholesale DTC. - Supply chain diversified including a portion being vertically integrated with on-shore manufacturing. @sulemanali 100ish last year maybe [---] this year Amazon is around half that Ebitda margins around 20% this year @sulemanali 100ish last year maybe [---] this year Amazon is around half that Ebitda margins around 20% this year"
X Link 2023-04-26T10:00Z 16.9K followers, 40.8K engagements
"It is fascinating that in the hardest category in eCom (apparel) in the most competitive product (tee shirts) there are three $100M revenue brands: True Classic Fresh Clean Tees Cuts Clothing All bootstrapped"
X Link 2023-04-30T10:57Z 16.9K followers, 46.1K engagements
"Olipop on CNBC that it'll do $200M and has received inbound from Pepsi Coca-Cola. Outdoor Voices at $60M tells Bloomberg it's considering selling itself or raising new funds. Away Luggage announces that it is exploring options. Curious how well this PR/M&A strategy works"
X Link 2023-04-30T20:35Z 16.9K followers, 21.7K engagements
"Summit Partners $42B PE firm had a thesis around eCom roll-ups and capitalized two platforms: Solo Brands $DTC - Solo Stove Oru kayak Chubbies shorts Isle paddle boards AKA Brands $AKA - next gen fashion brands Culture Kings Princess Polly Petal + Pup MNML"
X Link 2023-05-03T19:46Z 16.9K followers, 44.1K engagements
"All Birds stock down from $4B at IPO to $200M and now getting sued for "misleading IPO" 🤕. The filing states failure to disclose to investors that the brand was overemphasizing non-core products which "have had narrower appeal than expected""
X Link 2023-05-08T21:31Z 16.9K followers, 55.6K engagements
"John Foley Founder/CEO of Peloton has launched his new rug startup Ernesta. They raised a $25M Series A in November. Ruggable rumored to be doing $300-400M in sales and very profitable"
X Link 2023-05-19T18:49Z 16.9K followers, 50.1K engagements
"Plastiq a very commonly used payment app by eCom brands this week filed for bankruptcy. It allowed you to pay vendors with a credit card and Plastiq would covert to ACH for 2.5%. Plastiq + Parker or Plastiq + Slope would add 60-120 days to a cash conversion cycle"
X Link 2023-05-26T23:07Z 16.9K followers, 73.4K engagements
"Self-tanning sunscreen brand Bondi Sands sells to Japanese conglomerate Kao for $300m on a reported $70m in revenue and $5.5m EBITDA. Bootstrapped and founded in [----] the Australian brand has included influencers like Kylie Jenner and Emily Ratajkowski"
X Link 2023-08-07T21:15Z 16.9K followers, 51K engagements
"In [----] L Catterton the LVMH backed consumer PE fund and Bernard Arnault (personally) bought a majority of Birkenstock in [----] for $4.35b. Two years later they're targeting an IPO price of $8b on $1.3b of revenue and $430m of EBITDA"
X Link 2023-08-07T21:30Z 16.9K followers, 30K engagements
"Australian fashion brand Zimmerman is getting bought by Advent for $1.15b on $260m in revenue and $78m in EBITDA. It's the third large transaction of a US PE firm of an Australian fashion brand - Summit buying Culture Kings ($400m) and Princes Polly ($300m)"
X Link 2023-08-09T17:24Z 16.9K followers, 85.6K engagements
"Liquid Death preparing a Spring [----] IPO. It's been on a tear revenue: [----] - $3m [----] - $10m [----] - $45m [----] - $130m 2023e -$250m It's raised $200m of equity. Celsius $CELH just posted Q2 revenue of $326m up 112% It's guiding $1.3B of [----] revenues. Market cap $14B"
X Link 2023-08-15T00:13Z 16.9K followers, 115.6K engagements
"HeyDude one of the biggest consumer brand success stories of the last decade. [----] - $20m [----] - $56m [----] - $191m [----] - $580m Acquired for $2.5b [----] - $986m Alessandro Rosano Italian Founder now worth $1.4b. Daniele Guidi US Distributor $650m"
X Link 2023-09-08T14:03Z 16.9K followers, 27.5K engagements
"Health supplements business Thorne $THRN this week was acquired by L Catterton for $680m on $260m in revenue and $35m in adj. EBITDA. The price was a significant premium to where Thorne was trading this year. The business is still growing 30% YoY. h/t @RoOnBrand"
X Link 2023-09-09T14:18Z 16.9K followers, 25.6K engagements
"Great to see big wins in consumer startup land. Elf Beauty $ELF ($5.8b market cap) buys Natrium for $355m on $90m in revenue and $17m in EBITDA. It was founded in [----]. Also another case study of influencer-led distribution with makeup YouTuber Susan Yara as cofounder"
X Link 2023-09-26T17:11Z 16.9K followers, 69.7K engagements
"Hello Bello diaper and baby products brand founded by Kristen Bell + Dax Shepard doing $180m in revenue just filed for bankruptcy 🤯 They were backed by VMG top tier consumer PE fund. In their filing they state there's $100m+ of liabilities incl $22m to a single supplier"
X Link 2023-10-23T18:49Z 16.9K followers, 392.3K engagements
"Alo Yoga has hired investment bank Moelis on capital options at a $10b valuation on $1b in revenue. Lululemon $LULU best-in-class apparel brand of the last [--] years is $51b market cap on $9b in revenue"
X Link 2023-11-06T19:48Z 16.9K followers, 119.7K engagements
"Thrasio filing for BK. The aggregator that launched a thousand ships. End of a short but wild era"
X Link 2023-11-17T02:39Z 16.9K followers, 60.7K engagements
"In a great private equity win Sweden-based Valedo Partners bought Joe & the Juice in [----] for $48m and just sold to General Atlantic for $641m. Joe & the Juice was founded in [----] in Denmark has [---] stores does $250m in revenue and $40m of EBITDA"
X Link 2023-11-20T22:44Z 16.9K followers, 44K engagements
"eCom brands finding it hard to raise a round you're not alone. eCom funding peaked in [----] at $5b with [----] YTD being $130m a 97% decline. Most of this [----] was probably Amazon aggregation but even if you look at the [--] year median of $1B still down 85%"
X Link 2023-11-21T15:05Z 16.9K followers, 45.7K engagements
"A history of Golden Goose and PE: [----] - Founded in Venice Italy [----] - Ergon Capital pays $130m on $13m EBITDA [----] - Carlyle pays $500m on $155m rev [----] - Permira pays $1.5B on $290m rev $90m EBITDA [----] - Planned IPO at $3.3B on $600m rev $145m EBITDA"
X Link 2023-12-05T18:38Z 16.9K followers, 23.7K engagements
"Sovos Brands has been a great roll-up/platform success story: [----] founded by buying Raos and Michael Angelos [----] adds Noosa yogurt [----] adds Birch Benders [----] IPOs for $1.3b on $560m revenue $11m EBITDA [----] Campbell Soup buys for $2.7B on $878m revenue $120m EBITDA"
X Link 2023-12-13T19:15Z 16.9K followers, 13.8K engagements
"Coupang (South Korea Amazon) buys Farfetch (luxury marketplace) for $500m equity and debt holders take a bath. It hit a [----] peak valuation of $24.9B. Farfetch raised $800m in private funding $850m at it [----] IPO (at $6.2B). It does $2.5B of marketplace revenue"
X Link 2023-12-18T18:53Z 16.9K followers, 41.5K engagements
"Apparel brand Something Navy founded by influencer Arielle Charnas launched in [----] with $17.5m of capital at a $45m valuation. It worked; doing $32m of rev in its first year with plans of a new raise at $100m val. This week it was sold for $1 (and $7.5m of debt assumption)"
X Link 2023-12-22T15:04Z 16.9K followers, 337.5K engagements
"In a successful turnaround restaurant chain Chuck E. Cheese emerged from Ch [--] three years ago now doing $1.2B in revenue on $200m in EBITDA and looking for a sale for $1B. Lenders Monarch and Redan equitized their $705m debt in the bankruptcy and took over the business"
X Link 2023-12-22T18:31Z 16.9K followers, 15K engagements
"Deckers the $17.5B market cap footwear platform may be the best consumer investor of the last two decades: - Buys Ugg in [----] for $15m now $1.9B in revenue - Buys Teva in [----] for $60m now $200m in revenue - Buys Hoka in [----] for $1m now $1.3B in revenue"
X Link 2023-12-26T20:34Z 16.9K followers, 102.1K engagements
"Great reporting today from @BoF on DTC brands running an exit process: - True Classic (tees) $207m rev $19m EBITDA seeking $1B val - Dagne Dover (bags) $100m rev $10m EBITDA seeking $700m val - Knot Standard (suits) $15m rev breakeven seeking merger h/t @__rehurek"
X Link 2024-01-11T19:41Z 16.9K followers, 111.2K engagements
"Andrew Wilkonson's Tiny has partnered with Andrew Huberman (yes the podcaster/scientist) to buy and expand Mateina a Yerba Mate beverage. Long live influence"
X Link 2024-01-29T21:38Z 16.9K followers, 13.2K engagements
"Ruggable had one of the most underreported consumer brand exits of the last five years selling to Summit Partners for $800m. John Foley Peloton founder launched his rug startup Ernesta [--] months ago with $25m from True Ventures. I wonder how it's going"
X Link 2024-02-05T20:39Z 16.9K followers, 23.7K engagements
"Canada Goose doing $1.25B in revenue at 70% gross margins and 150m EBIT trading at $1.15B market cap is all you need to know about consumer brand valuations right now. Market cap is down 75% since 2019"
X Link 2024-02-06T18:18Z 16.9K followers, 171.2K engagements
"Rag & Bone is selling to Guess $GES for $56m on $250m of revenue. A brand that previously held a premium aesthetic raised a growth round in [----] from Irving Capital (7 For All Mankind Aeropostale Stuart Weitzman) but ultimately wasnt able to sustain its growth"
X Link 2024-02-20T12:53Z 16.9K followers, 66.7K engagements
"eCom brand: $10m revenue 50% gross margins 25% ad spend EBIT neutral flat from LY $1m in inventory. What does it sell for in 2024"
X Link 2024-02-26T17:40Z 16.9K followers, 55.1K engagements
"YETI $YETI still best-in-class brand betting on itself with a $300m buyback 10% of its float. 2023: $1.65B in rev up 4% $950m in gross margin 57% $225m in EBIT 14% Low leverage only $82m in debt. Cash strong at $440m. Inventory turning fast at only $330m"
X Link 2024-02-27T18:30Z 16.9K followers, 18.9K engagements
"New Balance doubling sales from $3.3B in revenue in [----] to $6.5B in [----] 🤯. Big sponsorship wins with Coco Gauff Kawhi Leonard Shohei Ohtani. Still owned by Jim Davis who bought it in [----] with six employees"
X Link 2024-02-29T20:56Z 16.9K followers, 33.6K engagements
"Wow Orangetheory and Anytime Fitness merge to create a $3.5B revenue [----] franchise locations in [--] countries. Anytime fitness was founded in [----] Orangetheory in [----] both are still run by their founders"
X Link 2024-03-04T18:15Z 16.9K followers, 13.3K engagements
"BowFlex $BFX fka Nautilus gym equipment maker doing $300m of revenue with [----] market cap of $1B files for Ch [--] with assets getting sold off for $37.5m"
X Link 2024-03-13T17:22Z 16.9K followers, 36.2K engagements
"Oddity owner of beauty brands Il Makiage and SpoiledChild is a beast. $509m rev up 57% $107m aEBITDA $85m FCF $2.58B market cap The co-founders purchased Il Makiage as the platform asset in [----] then launched SpoiledChild in 2022"
X Link 2024-03-15T15:20Z 16.9K followers, 11.1K engagements
"Amazing to see great outcomes in DTC Resident Home a mattress brand sells for $1B to Ashley Home Furnishings. The company founded in [----] raised $10m in early stage tranches then growth round of $130m in [----]. Resident doing $900m revs 10% EBITDA"
X Link 2024-03-18T18:37Z 16.9K followers, 15.3K engagements
"18 months after a $250m exit Ted Baker is filing for bankruptcy. Tough sledding out there. Ted Baker omni-channel international lifestyle apparel brand doing $350M but declining profitability sells to ABG (Authentic Brands Group) for $250M. https://t.co/DGbtFDEwhf Ted Baker omni-channel international lifestyle apparel brand doing $350M but declining profitability sells to ABG (Authentic Brands Group) for $250M. https://t.co/DGbtFDEwhf"
X Link 2024-03-25T22:11Z 16.9K followers, 38.8K engagements
"Best in class DTC P&L at $30m revenue: Product margin - 80% Landed FOB Gross margin - 60% CC fees shipping fulfillment returns Contribution margin - 35% Paid media influencer creative EBIT margin - 25% Headcount tech costs other opex Agree/disagree"
X Link 2024-04-05T19:50Z 16.9K followers, 24.3K engagements
"In the ultimate sign of the consumer markets SKKY Partners (Kim K and Carlyle vet Jay Sammons) have raised only $121m of their $1-2B target after [--] months fundraising. Sidenote: Kardashian's stake in the firm is held in a vehicle called Favorite Daughter Inc. h/t @__rehurek"
X Link 2024-04-25T17:54Z 16.9K followers, 84.1K engagements
"Interesting nugget from the SKKY filing (Kim K and Carlyle vet Jay Sammons) they invested $80m into Truff maker of truffle-infused hot sauces at $250m valuation. Truff's website traffic is 120k a month LI shows [--] employees. Must be very efficient "
X Link 2024-05-02T17:10Z 16.9K followers, 46.9K engagements
"Death of the eCom FTE role. Alternatives growing fast eCom operating stack getting real interesting: - talent marketplaces eg Storetaster The Starters - offshore recruiting eg Shepard Growth Assistant - full service operations eg Nogin Samsara"
X Link 2024-05-07T17:35Z 16.9K followers, 41.8K engagements
"If you don't have partial ownership in an offshoring talent biz are you even a [----] entrepreneur"
X Link 2024-05-20T17:43Z 16.9K followers, 21.9K engagements
"Grove Collaborative the B Corp that sells eco friendly household goods reported: - Revenue est for [----] at $225m down 20% (via less ad spend) - EBITDA neutral - Sufficient liquidity with $80m of cash Market cap of $56m. Not easy out there"
X Link 2024-05-29T17:47Z 16.9K followers, 15.1K engagements
"In [----] L Catterton bought Birkenstock for $4.3B levered with $1B of debt. In [----] they take it public at $8.6B. Today it's got a market cap of $10.5B. The business does $1.6B of revenue up 20% YoY $520m of EBITDA up 11% $224m of net income L Cat still owns 80%"
X Link 2024-06-06T17:50Z 16.9K followers, 14.7K engagements
"Simple Modern is one my favorite success stories in eCom look at this traction: [----] $10m [----] $20m [----] $40m [----] $60m [----] $80m [----] $95m [----] $180m [----] $225m What's amazing is it's bootstrapped What's more amazing is est. earnings this year $40-50m 🐐🚀🙌"
X Link 2024-06-06T21:54Z 16.9K followers, 25.1K engagements
"Kind of wild that Shein is going public on the LSE: Revenue of $32B up 40% YoY Net Profit $1.6B up 100% YoY 250m app downloads. Targeting $63B market cap"
X Link 2024-06-12T17:07Z 16.9K followers, 17.8K engagements
"Personalized vitamins brand Care/of: [----] - founded [----] - had raised $46m from Goldman RRE Goodwater [----] - exits to Bayer 70% purchase at $225m val call option for remaining 30% Last week closes down laying off [---] employees"
X Link 2024-06-18T17:59Z 16.9K followers, 49.2K engagements
"Klaviyo market cap of $6B Shopify market cap of $82B. Has there been anything else built atop another platform that's gotten to this scale"
X Link 2024-06-21T17:57Z 16.9K followers, 42.6K engagements
"The next two years we'll see a huge increase in one-person eCom brands with most functions will be either AI-assisted and/or fractional/offshore: FP&A demand planning CX Media buying Creative ad creation Influencer/affiliate seeding and management Agree/disagree"
X Link 2024-06-24T17:05Z 16.9K followers, 19.5K engagements
"Support Shepard profit growth since founding in [----] is pretty wild: Year 1: $100k Year 2: $600k Year 3: $2.4M Year 4: $6m Notably it recently sold to Nick Huber for $52m on $8.5m EBITDA runrate. Props to Marshall and the team"
X Link 2024-07-03T16:48Z 16.9K followers, 35.8K engagements
"Caught up with a consumer VC friend who had a really interesting take on current state. He said the best brands he actually wants to be in are growing 25-50% are profitable 5-15% and scaled $10-30m. And therefore doesn't need his money. So his main approach is secondaries"
X Link 2024-07-18T17:24Z 16.9K followers, 10.9K engagements
"eCom agencies have made more money than eCom brands the last [--] years Agree/disagree"
X Link 2024-07-19T17:28Z 16.9K followers, 16.9K engagements
"Winky Lux clean beauty sells to Core Industrial (manufacturing and industry PE shop). They were backed by GGV and Finn. This is pretty outside buybox for Core they do have co-man in the category so imagine looking for vertical opportunities. Good news for ecosystem"
X Link 2024-08-07T17:06Z 16.9K followers, [----] engagements
"Momentous the supplements brand backed by Andrew Huberman has launched a RTD bev with 45g of protein and 5g of creatine. In a peak-protein world surprised that most RTD drinks are still advertising 8-15g instead of 30-50g"
X Link 2024-08-13T17:54Z 16.9K followers, 127.8K engagements
"Kind of shocked: All Birds has $87m of cash + $53m of inventory and basically no debt but has only a market cap of $102m Yes the business is declining 25% YoY and losing $19m a quarter but still puts up $200m+ in revenue a year. What am I missing"
X Link 2024-08-15T15:42Z 16.9K followers, 104K engagements
"Hims still growing 50% YoY at scale 🤯 Market caps since IPO: Hims +61% Oddity -28% Revolve -34% Warby Parker -75% Stitch Fix -78% Honest Company -80% FIGS -86% AKA Brands -86% Barkbox -88% Solo Brands -93% Rent the Runway -97% Grove Collaborative -97% All Birds -99%"
X Link 2024-08-23T17:03Z 16.9K followers, 29.1K engagements
"Sara Blakely sold SPANX to Blackstone in [----] for $1.2B. She's back with Sneex a high heel that collapses into a sneaker retailing for $395 to $595. It's not uncommon to see a tech founder have repeat large outcomes. Are there any repeat consumer founders with big exits"
X Link 2024-08-27T17:01Z 16.9K followers, 342.2K engagements
"The most successful roll-up in eCommerce is not brands but of agencies. Front Row the marketing agency has been acquiring agencies including Fortress Brand School House Taylor & Pond has itself just been acquired by PE firm Charlesbank. Guessing it was a 9-figure deal"
X Link 2024-09-10T19:57Z 16.9K followers, 21.7K engagements
"I've never heard a story like this. Ex-Morgan Stanley banker buys a failing CPG snack brand for $250000 in [----]. Business today is doing $100m+ in revenue and $14m in EBITDA. Brand is LesserEvil popcorn"
X Link 2024-09-18T16:39Z 16.9K followers, 239.1K engagements
"A few years ago when I first spoke with @seanfrank he shared his Calendly. I told him there must be a mistake. His schedule was open 8a to 8p seven days a week. He said no mistake. Pick any time. GOATS are built different"
X Link 2024-09-19T16:38Z 16.9K followers, 11.7K engagements
"You're Celsius it's Jan [--] [----]. Your market cap is $5.93M. You get delisted. You've been trading at $5-15m for the past year having gone public the prior year. Coke and Nestl have launched a copycat called Enviga. Fast forward today Celsius is $7.93B. 🤯"
X Link 2024-10-01T23:03Z 16.9K followers, [----] engagements
"Siete Foods and capital markets: [----] - Veronica Garza founds grain free tortilla company [----] - raises $1m in angel starts selling in WF [----] - raises $90m growth round from Stripes presumably at $250-300m val This week announces $1.2B exit to Pepsi on $500m revs 🙌"
X Link 2024-10-03T17:03Z 16.9K followers, 10.7K engagements
"Congrats to Hatch maternity in its exit to Go Global a PE-backed apparel platform. Hatch also attempted the platform model with Motherhood Maternity Pea in the Pod Destination Maternity. Hatch was founded in [----] and backed by Lerer Forerunner Marquee Brands and Silas"
X Link 2024-10-15T13:26Z 16.9K followers, [----] engagements
"Everything you need to know about the consumer: LVMH down 20% YTD 📉 LULU down 42% YTD 📉 TJX up 25% YTD 📈 Walmart up 54% YTD 📈"
X Link 2024-10-16T15:40Z 16.9K followers, 18.8K engagements
"It's April [----] you're an eCommerce merchant and you wake up to check your Contribution Margin from yesterday because you and your $1000/month tech stack are the only fixed costs. The next thing you read through is your recommendations and approvals for the day ie new creatives email campaigns social posts replen inventory purchases. You then read through your alerts. You see that you've got an item delayed at customs you see your gross margin has hit 20% the recommended benchmark due to excessive promotions. You fix and acknowledge these alerts. Now it's ready for you to get into your flow"
X Link 2024-10-25T17:34Z 16.9K followers, 16.2K engagements
"General Atlantic and Stripes lead $825m secondary investment into Vuori at a $5.5B. Softbank invested $400m on $4B at the peak of the market in [----]. Vuori does $400m in sales presumably profitably given the secondary. Lulu does $10B in sales $40B market cap"
X Link 2024-11-08T18:19Z 16.9K followers, 18.1K engagements
"New ownership group of Goli Nutrition coming out hot with new Tiktok strategy: - paying 25-30% commissions 2x most brands - cash bonuses luxury trips and offering a Miami condo - had Kevin Hart in a QVC style 10-hour sales marathon - generated $4m in Sep $12m in Oct"
X Link 2024-11-15T18:23Z 16.9K followers, 16.4K engagements
"Olive & June exit to Helen of Troy: - $240m purchase price - [----] founded [----] revenue of $2m - then COVID boom with $12m then $42m $46m $71m $92m - 65% gross margin 33% marketing 32% contribution 8% opex 24% EBIT - 2.6x sales 11x EBIT What's in your wallet"
X Link 2024-12-02T17:26Z 16.9K followers, 28.4K engagements
"WSJ reported that Spindrift close to a $650m+ exit to PE firm Gryphon Investors after a market M&A process. Founded in [----]. Est. rev of $260m and $25m of EBITDA. Total funding $75m investors include VMG and Karp Reilly"
X Link 2024-12-11T17:48Z 16.9K followers, 35.9K engagements
"USANA a multi-level marketing company supplements company has bought Hiya a DTC kids vitamins business for $260m. Hiya is a beast: - launched [----] raised no VC - Trailing rev of $103m growing 50% YoY - Net income (not EBITDA) of $19m Reminds us the magic of eCommerce"
X Link 2024-12-24T16:10Z 16.9K followers, 17.4K engagements
"What do Graza Aura Bora Muddy Bites and Immi have in common other than they're some of the fastest growing consumer brands in the last [--] years They all manage their sales tax with @NumeralTax. Everyone knows that States are getting more aggressive with collections and even a $5m eCom brand could owe sales tax in 30+ states. @NumeralTax does all the heavy lifting of monitoring registration collection and remittance for you so you can spend [--] minutes or less a month managing it. The killer feature is they even have a virtual mailbox service to scan read and respond to all your sales tax mail"
X Link 2025-01-16T18:45Z 16.9K followers, [----] engagements
"Most people spend [--] months planning their e-commerce business only to give up before launching. Here's your 60-day roadmap for a $10k/month brand. From Product Validation to Logistics. Full breakdown in this thread 🧵"
X Link 2025-02-04T19:26Z 16.9K followers, 38.6K engagements
"Always good to see brands use restructuring to live on. Grab Green filed for Ch [--] protection in June just got bought by Grove Collaborative and founders staying on as advisors. Grab Green was doing $20m in revenue 10% of Grove at $200m"
X Link 2025-02-27T16:24Z 16.9K followers, 11.6K engagements
"Wild UK-based personal care brand sells to Unilever for $286m: - known for its refillable deodorants - founded in [----] raised $7m of equity - did $58m in rev last year up 77% achieved profitability Native was sold to P&G in [----] for $100m on $30m revenue. Are we back"
X Link 2025-02-28T18:52Z 16.9K followers, 17.9K engagements
"In CPG there's an arms race:"
X Link 2025-03-10T21:52Z 16.9K followers, 13.1K engagements
"Grove Collaborative has acquired its second acquisition this quarter buying 8Greens daily green gummies supplement. Given Grove's own liquidity situation this was almost certainly another special situation acquisition. Green gummies with strong tailwinds. Gruns started two years ago rumored at 9-figures revenue already. Always good to see brands use restructuring to live on. Grab Green filed for Ch [--] protection in June just got bought by Grove Collaborative and founders staying on as advisors. Grab Green was doing $20m in revenue 10% of Grove at $200m. https://t.co/cV99BKNZ0J Always good to"
X Link 2025-03-25T16:33Z 16.9K followers, [----] engagements
"Summit Partners ($35B AUM early Uber/Klaviyo) bet $300M on a DTC roll-up: Solo Stove: $125M Chubbies: $125M Oru Kayak: $25M Isle: $25M It worked. Solo Brands IPOd at $1.5B in [----]. Fast forward: last week it was delisted at a $3M market cap. Summit still owns 70%. Brutal. https://twitter.com/i/web/status/1916901474258587874 https://twitter.com/i/web/status/1916901474258587874"
X Link 2025-04-28T17:05Z 16.9K followers, 132K engagements
"The $2.3T cross-border payments industry just got disrupted by this [--] year old Stanford Dropout. @victorcardenas raised $60M for Slash. - Used by 3000+ international businesses - Processing $10B annually Their new Global USD account eliminates the need for US incorporation entirely. Here's how it works 🧵"
X Link 2025-08-05T21:30Z 16.9K followers, 34K engagements
"Dreem Health just raised $29M to scale its digital sleep clinic led by Eurazeo with backing from Amazons Alexa Fund. What makes it different: Its not just an app it includes a FDA-cleared chin sensor (mandibular movement) for diagnosing sleep apnea at home. They operate with licensed clinicians diagnostic + treatment paths and insurance integration. The fundraise boosts expansion across all [--] states and technology upgrades in hardware + analytics. https://twitter.com/i/web/status/1983214426804330773 https://twitter.com/i/web/status/1983214426804330773"
X Link 2025-10-28T16:49Z 16.9K followers, [----] engagements
"🧬 Function Health just raised $298M at a $2.5B valuation and it might be one of the fastest-growing consumer businesses in the US. Their model: 100+ biomarker labs twice a year + all your health data fed into an AI Medical Intelligence platform. The number that stood out: Theyve said hundreds of thousands of members. Even if you haircut to 250k members $499/yr thats $125M ARR. Founded in [----]. Function is now: - one of the fastest-scaling consumer health companies - one of the fastest-scaling consumer companies period - one of the few DTC brands with real SaaS-like recurring revenue Why"
X Link 2025-12-02T16:53Z 16.9K followers, [----] engagements
"The "ZYN Neuro Gum" Thesis: ZYN Effect: Discreet fast-onset habitual format (high-frequency ritual no mess/friction). Neuro Gum Effect: Made "focus + calm" mainstreamno biohacker status needed. Ultra combines both: ZYN mechanics + clean nootropics (paraxanthine for jitter-free focus L-theanine Alpha-GPC B vitamins ginseng). No nicotine no caffeine crash. Perfect for workdays & workouts. https://twitter.com/i/web/status/2021264176753279069 https://twitter.com/i/web/status/2021264176753279069"
X Link 2026-02-10T16:45Z 16.9K followers, [---] engagements
"For 18+ months: "Strategics only want $1B+ platforms. Under $100M revenue Invisible." P&G just proved that's BS. They acquired Wonderbelly the "free-from" digestive brand (no talc/dyes/sweeteners) for a nine-figure exit on est. $20-30M revenue. Signal flare for founders/investors. #CPG https://twitter.com/i/web/status/2021988938781749516 https://twitter.com/i/web/status/2021988938781749516"
X Link 2026-02-12T16:45Z 16.9K followers, [---] engagements
"C&D Playbook winning: - Ruthless cull: Exited VMS (VitaFusion sold Dec 2025) to fuel challengers. - Asset-light + repeat moat: High-frequency SKUs + Gen Z vibe (Hero patches + Touchland sanitizer double-digit growth post-2025 acq). - Trough conviction: Bought Hero in tough macro focused unit econ + distribution scale. While others stall C&D compounds. https://twitter.com/i/web/status/2022358895226949648 https://twitter.com/i/web/status/2022358895226949648"
X Link 2026-02-13T17:15Z 16.9K followers, [---] engagements
"Congrats to @swhnorton and partners on the $300m debut fund investing in consumer brands. Initial investments: Beekeepers Naturals immune-support products derived from bees MaryRuth Organics vegan-vitamins Kinders spice and seasonings Live Tinted; beauty and skincare"
X Link 2023-09-29T17:27Z 16.9K followers, [----] engagements
"2026 takeaway: "$100M+ or bust" is dead. What wins now Ingredient differentiation ("free-from" = table stakes) Next-gen relevance (25-40 demo) Early profitability + velocity P&G bought to future-proof digestive health ($2.5B subcategory) before a rival did. Relevance sells early"
X Link 2026-02-12T16:45Z 16.9K followers, [---] engagements
"Huge congrats to Lucas & Noah Kraft + Wonderbelly team idea to nine-figure exit in [--] years. Epic build. What do you think more tuck-ins like this coming 👇"
X Link 2026-02-12T16:45Z 16.9K followers, [---] engagements
"If you're interested in: 🎧 Listening to some the most interesting $5m-$50m founders operators investors acquirers and lenders in the DTC and CPG space. 🔖 Reading about interesting M&A deals in the consumer products category. 👀 Seeing a proprietary deal a week from brands who want reach a broader audience of buyers. Sign up for the link in bio"
X Link 2025-07-10T19:18Z 16.9K followers, 11.3K engagements
"Did you know the iconic Coney Island hot dog stand Nathans Famous is a public company and it just sold for $450M at 12.4x EBITDA This is a masterclass in Brand-as-a-Service. Nathans isnt a restaurant company. Its a high-margin IP royalty stream wearing a QSR costume. The economics (FY2025): Revenue: $148M Adj. EBITDA: $39M Core engine: licensing royalties (+11% YoY) + branded CPG/foodservice Capex: near-zero Nathans owns [--] restaurants. The other 200+ locations Franchised. The millions of hot dogs in grocery Made + distributed by partners. Why Smithfield Foods paid up: They didnt buy grills or"
X Link 2026-02-06T17:21Z 16.9K followers, [----] engagements
"Are chickens the next "Cats" Sat down with Sean Warner CEO of Grubbly Farms he dropped a stat that floored me: Pet chickens are now the 3rd most popular pet in America (behind only dogs & cats). Niche no more. While investors chase dog food unicorns Sean is building a $4B+ powerhouse. 🐔📈"
X Link 2026-02-09T17:30Z 16.9K followers, [---] engagements
"Massive Scale Ahead: 17M US households own chickens now projected 30M in [--] years (vs. 40M cat households). Takeaway: Resilient winners hide in "outdated" categories. Shift behavior (backyard flocks) + modern supply chain (insect protein) = category king without $100M run-rate. Full episode link below What do you think: chickens exploding next 👇"
X Link 2026-02-09T17:30Z 16.9K followers, [---] engagements
"Youtube: Spotify: Newsletter: Thanks to sponsors @ShipBob @numeral @Richpanel. https://inthemoneyhq.com/p/from-digestive-health-to-chickens-what-gets-funded-now https://open.spotify.com/episode/4haHR19blxcwmAR2uuhhwf https://youtu.be/Om8yPt32Xl4si=Pvb1Np3GX9PuhtmT https://inthemoneyhq.com/p/from-digestive-health-to-chickens-what-gets-funded-now https://open.spotify.com/episode/4haHR19blxcwmAR2uuhhwf https://youtu.be/Om8yPt32Xl4si=Pvb1Np3GX9PuhtmT"
X Link 2026-02-09T17:30Z 16.9K followers, [---] engagements
"Traction: [--] million cans sold in first [--] months (launched May 2025). Rare velocity in CPG. Smart money + pro athletes aren't hyping noveltythey're validating a new daily ritual. Pouches the next big format shift in wellness/CPG Or too niche What do you think 👇"
X Link 2026-02-10T16:45Z 16.9K followers, [---] engagements
"Aggressive Absorption Repole majority stake July [----] merged TB12 (nutrition) + Brady Brand into NOBULL [--] months later. Instant: High-margin recurring supplements + GOAT-level credibility (CrossFit shoe full wellness). Breaking the Community Cage Ditched CrossFit Games sponsorship signed mainstream (Livvy Dunne NFL/NHL) expanded to golf (Public Rec) running + more"
X Link 2026-02-11T16:45Z 16.9K followers, [---] engagements
"Full-Stack Wellness Pivot Launched NOBULL Nutrition (grass-fed protein electrolytes from TB12 IP). No more Nike closet fight now battling for counter space in $200B+ wellness. Numbers: $1B val (up from $500M) $50M fresh for global rollout Repole majority Brady #2. What brands are stuck in their niche Ready for a pivot 👇"
X Link 2026-02-11T16:45Z 16.9K followers, [---] engagements
"The "boring" conglomerate quietly owning Gen Z in CPG: Church & Dwight (Arm & Hammer) skipped [----] hype bought at the trough. Hero Cosmetics (acq [----] for $630M on $115M sales): Now category leader 19%+ share in acne patches growing 3x category in [----] new cleansers/Mighty Shield launching [----]. Massive value created. https://twitter.com/i/web/status/2022358882816078189 https://twitter.com/i/web/status/2022358882816078189"
X Link 2026-02-13T17:15Z 16.9K followers, [---] engagements
"Takeaway: "Strategics only want $1B platforms" isn't absolute. They want incremental relevance: Hero SKU ownership Profitable day-one economics Scale via mass/specialty machine Hero = conviction not hype and it's aging beautifully. What "boring" conglomerates or tuck-ins are you watching in [----] 👇"
X Link 2026-02-13T17:15Z 16.9K followers, [---] engagements
"Youtube: Spotify: Newsletter: Thanks to sponsors @Richpanel @ShipBob @numeral. https://inthemoneyhq.com/p/the-capital-window-is-open-but-it-s-ruthless https://open.spotify.com/episode/1USkKehPR6Bj5Ju96Wqfwr https://youtu.be/EqqSMpg7OIcsi=6_0IR5JKK_3E1rgC https://inthemoneyhq.com/p/the-capital-window-is-open-but-it-s-ruthless https://open.spotify.com/episode/1USkKehPR6Bj5Ju96Wqfwr https://youtu.be/EqqSMpg7OIcsi=6_0IR5JKK_3E1rgC"
X Link 2026-02-16T19:11Z 16.9K followers, [---] engagements
"In a sea of activewear brands one Manchester UK label is quietly becoming the next big global player. The financial results last year speak for themselves: Revenue: $37M $77M Profit: $11M $25M Securing a valuation of $530m from Story3 Capital Partners. 👇"
X Link 2025-08-20T20:31Z 16.9K followers, [----] engagements
"The brand Adanola. Founded in [----] by Hyrum Cook Adanola started with a simple idea to create an everyday uniform for modern women that blurs the line between function and fashion"
X Link 2025-08-20T20:31Z 16.9K followers, [---] engagements
"Fast forward to today Adanola has: - Sold 1.5M+ pairs of its Ultimate Leggings - Built a cult following with fans like Kendall Jenner Kaia Gerber Rosie Huntington-Whiteley - Cracked the code on TikTok virality with It girl products that sell out on repeat"
X Link 2025-08-20T20:31Z 16.9K followers, [----] engagements
"Stop trying to "brand" your way out of a product problem. Freestyle started with eco-bamboo diapers. Parents said they cared about sustainability but bought on performance. Pivoted to SkinShield tech more absorbent + softer beating Pampers/Huggies on shelf. Lesson: Product superiority vibes. Build on performance grind retail (12-18 mo cycles to Walmart) manual founder spreadsheets and rational value no influencer tax. You don't build a 100-year brand on stories. You build it on better product + cash discipline. Full episode 👇 https://twitter.com/i/web/status/2023475351192830139"
X Link 2026-02-16T19:11Z 16.9K followers, [---] engagements
"How can you not be bullish on America when this is possible: Joey Zwillinger: - Co-founds Allbirds - Raises hundreds of millions - IPOs at $4B+ market cap - Stock drops 90%+ - Shareholder lawsuits - Steps down And now He just raised $7M for Biologica backed by Addition and Greycroft. That arc only works in one place. America. Theres nowhere else quite like it. https://twitter.com/i/web/status/2023801867675771018 https://twitter.com/i/web/status/2023801867675771018"
X Link 2026-02-17T16:49Z 16.9K followers, 19.8K engagements
"The Fresh Pet category just got another major validation. Ollie was acquired by Agrolimen for $600M+. In a compressed DTC market thats 2.7x revenue and it cleared. This wasnt a dog food deal. It was a recurring revenue + cold-chain infrastructure deal. The numbers: Revenue: $225M Capital raised: $118M since [----] Exit: $600M (10x+ for early investors) Moat: Subscription-first + national cold-chain Upside: DIG Labs acquisition nutrition preventative pet health The comps tell you this isnt niche: The Farmers Dog $1B+ revenue Nom Nom acquired by Mars ($1B+) Freshpet public multi-$B valuation"
X Link 2026-02-18T16:38Z 16.9K followers, [----] engagements
"@Mehtabalism What do you own more of Kiton suits or Kirkland sweaters"
X Link 2021-10-03T10:46Z 16.9K followers, [--] engagements
"@m_franceschetti @naterez94 @craighunter_ @hotgirlintech @eightsleep Isn't this how $PDD Pinduoduo ($108B market cap) started but with fresh produce. Nathan - is this your next act @packyM has done a few deep dives on PDD"
X Link 2021-11-04T22:54Z 16.9K followers, [--] engagements
"Who is building/ brokering tailored insurance policies for eCom"
X Link 2023-02-28T22:12Z 16.9K followers, [----] engagements
"A year ago: - All Birds $BIRD was trading at $1B+ with rev of $300M and growing. - HeyDude was bought by $CROX for $2.5M on rev of $550M. The market did not like this acquisition and Crocs stock dropped 12% on the news a drop of $1B market cap at the time"
X Link 2023-04-01T23:14Z 16.9K followers, 43.9K engagements
"Many suggested they bought the wrong footwear brand. Fast forward to today HeyDude will be $1B rev business this year accounts for 40% of Crocs rev with $CROX at a market cap of $7.8B. $BIRD is guiding $250M rev with market cap of $180M. Consumer demand . an enigma"
X Link 2023-04-01T23:14Z 16.9K followers, [----] engagements
"Ha yes Crocs bought HeyDude for $2.5B* not $2.5M. Market would've responded very differently at the latter"
X Link 2023-04-01T23:44Z 16.9K followers, [----] engagements
"Kit and Ace (founded by wife and son of Chip Wilson - Lululemon) bought by Joe Mimran (founder of Club Monaco and Joe Fresh). Similar to Lulu K&A started in [----] a fabric innovation they called technical cashmere. Funded by the Wilson family they planned to open [---] stores"
X Link 2023-07-10T20:19Z 16.9K followers, [----] engagements
"Authentic Brands deal velocity is incredible. They buy Hunter Boots in June for $125m licenses the IP to: - Batra Group in UK/Europe - Marc Fisher Footwear in the US - Sells 51% of the IP in China/SEA to Baozun"
X Link 2023-08-29T23:18Z 16.9K followers, [----] engagements
"Chip Wilson and a Chinese group (including ANTA Sports Tencent) bought Amer Sports (Wilson tennis Salomon Arcteryx) for $5B in [----]. They used mostly debt $4B to finance the purchase. They've just announced they're taking Amer public at $10B on $3.5B in revenue"
X Link 2024-01-08T19:02Z 16.9K followers, 17.9K engagements
"Chip Wilson still has an 8% stake in $LULU LuluLemon (market cap $55B). Did you know he also has a 21% in $AS Amer Sport (market cap $7.5B) Amer owns Wilson tennis Salomon Arcteryx. He co-led a [----] LBO that bought Amer for $5B only putting up $1B of their own equity"
X Link 2024-02-15T18:34Z 16.9K followers, [----] engagements
"CPG/DNVB 2014-2018: - Scale at 2x ROAS - Get to $100m rev with $30m raise - Sell for 4x rev ie $400m CPG/DNVB 2022-2024: - Market wants $100m rev doing 15% EBIT instead of 15% burn - Pricing on $15m EBIT is 8-16x ie $180m Bar is higher price is lower. Winners still get paid"
X Link 2024-10-09T14:14Z 16.9K followers, [----] engagements
"2023-2024 are like the dark ages of CPG/DNVB - soft consumer spend leading to discounting - volatile ad performance leading to wonky inventory planning - compressed multiples to question if its all worth it. Product led growth will be the Renaissance we all need"
X Link 2024-10-11T15:08Z 16.9K followers, [----] engagements
"Jonathan Adler's eponymous brand has been acquired by Consortium Brand Partners the owners of Draper James and Outdoor Voices. JA rumored to be doing $150m across online [--] owned stores and retail distribution in [----] doors. Previous private equity owner was GF Capital"
X Link 2025-01-23T16:46Z 16.9K followers, [----] engagements
"On May [--] last year HIMs CEO posted "Moral courage College degree" wrt college protestors re Gaza. Next two days stock went down 10% or $400m. Some saying a short trade was on. Since then the stock is up 350% to $15B Enthusiasm for weight loss and erections politics"
X Link 2025-02-21T20:24Z 16.4K followers, [----] engagements
"In a very challenging capital markets environment congrats to @PaulVoge on selling Aura Bora to Next in Natural a F&B focused PE firm. Known for flavors like lime cardamom and cactus rose the business doubled to $12m in rev last year and was in [-----] doors"
X Link 2025-02-24T17:11Z 16.4K followers, [----] engagements
".@SpamRoss didnt just build @NumeralTax he lived the headache of sales tax compliance while scaling Fling his 8-figure DTC brand. Unlike most eCom software founders hes been in the trenches which means Numeral is built from first principlesdesigned for operators by an operator. Thats probably why Benchmarkthe powerhouse behind Uber Instagram New Relic and AppDirectjust backed Numeral with an $18M Series A. Join 1000+ store owners (including Ridge Graza immi Nomad and Muddy Bites) who spend [--] minutes or less per month on sales tax. @NumeralTax handles registration collection and remittance so"
X Link 2025-03-04T19:02Z 16.9K followers, [----] engagements
"TheSkimm has sold to Ziff Davis' Everyday Health division. Founded in [----] TheSkimm raised $29m including from RRE and Google Ventures and has 5m readers across its email products. It's reported they were doing mid-8-figures in revenue"
X Link 2025-04-03T17:03Z 16.9K followers, [----] engagements
"DTC meets Margin Call. Its March [--]. Solo Brands walks into a room with JP Morgan to ask for more credit. Theyve burned $113M in a year have $12M left in the bank and just got delisted off the NYSE. They've already got $150m out to JP Morgan but they need more runway. What does JP Morgan do next Amazingly JP Morgan lets them draw down an additional $277.3m in cash taking total debt to $429m. The two core assets in [----] performance: Solo Stove at $300m revenue and $45m EBITDA declining rapidly Chubbies at $110m revenue and $15m EBITDA growing nicely Did JP Morgan make a good move here"
X Link 2025-05-23T17:56Z 16.9K followers, [----] engagements
"Asia isnt just buying European luxury anymore its owning it. Temasek Singapores sovereign wealth fund has acquired a 10% stake in Ermenegildo Zegna Group for $220M. Zegna which now does nearly $3B in revenue owns Thom Browne and licenses Tom Ford Fashion and is pivoting from suiting to luxury leisurewear. This marks more than a capital injection. Asian consumers have powered luxury growth for a decade now sovereign capital is joining the party with long-term bets on brand ownership not just spend. From Mayhoolas stake in Valentino to Temaseks in Zegna to Gulf sovereigns buying Champs-lyses"
X Link 2025-08-06T15:28Z 16.9K followers, [----] engagements
"By [----] the brand was reborn as L.A.B. Golf and rebuilt: - Rebrand and redesign - DTC + YouTube + Tour strategy - Evangelist community of gearheads and pros - Performance-first DNA"
X Link 2025-08-13T18:30Z 16.9K followers, [---] engagements
"Then came the putt: In [----] J.J. Spaun used a L.A.B. DF3 putter to drain a 64-footer and win the U.S. Open. Sales exploded. Last month L Catterton (LVMH-backed) acquired a majority stake reportedly valuing the brand at $200M"
X Link 2025-08-13T18:30Z 16.9K followers, [---] engagements
"WHP Global Authentic Brands Group (ABG) and the Marciano brothers just staged one of the most dramatic takeover battles in fashion. The prize Guess the 40-year-old denim & lifestyle icon for $1.4B. Heres how it unfolded 👇"
X Link 2025-08-27T18:28Z 16.9K followers, [----] engagements
"Act I: WHP and Guess team up In [----] Guess & WHP became partners through a joint acquisition of rag & bone. WHP took 50% of the IP Guess took the operating business Unlikely bedfellows but it set the stage for the bigger fight to come"
X Link 2025-08-27T18:28Z 16.9K followers, [--] engagements
"What happens when the DTC dream doesnt go to plan Andrew Kitirattragarn built Dang Foods raised $12M hit national retail but the big exit never came. Now at Sherwood Partners he helps founders in turnaround + restructuring"
X Link 2025-09-08T20:18Z 16.9K followers, [----] engagements
"For a decade black yoga pants made Lululemon unstoppable. It looked like nothing could slow them down. But growth has stalled. Rivals like Alo Yoga + Vuori are stealing share Tariffs are squeezing margins Last week Lulu cut its outlook shares fell 20% in a single day"
X Link 2025-09-09T17:48Z 16.9K followers, [----] engagements
"In [----] VF paid $820M for Dickies when sales were $875M. Fast forward sales shrink nearly 40% to $542M. Now VF is selling to Bluestar Alliance for $600M. Same 1x sales multiple (impressed) but a $220M loss. VF also dumped Supreme last year for $1.5B (after paying $2.1B)"
X Link 2025-09-30T16:50Z 16.9K followers, [----] engagements
"Behavioral health still raising big checks. Wellth just closed a $36M Series C (Mercato FCA Comcast). Platform = nudges + rewards to drive adherence in chronic disease care. ROI: better outcomes fewer hospitalizations lower payer costs"
X Link 2025-10-08T15:57Z 16.8K followers, [---] engagements
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