# ![@lifeofbi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::61977890.png) @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, $100m, $1b, market cap the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::61977890/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::61977890/c:line/m:interactions.svg)

- [--] Week [-----] -74%
- [--] Month [------] +36%
- [--] Months [-------] -33%
- [--] Year [-------] -67%

### Mentions: [--] [#](/creator/twitter::61977890/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::61977890/c:line/m:posts_active.svg)

- [--] Month [--] -18%
- [--] Months [---] +51%
- [--] Year [---] +24%

### Followers: [------] [#](/creator/twitter::61977890/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::61977890/c:line/m:followers.svg)

- [--] Week [------] +0.09%
- [--] Month [------] +0.14%
- [--] Months [------] +0.92%
- [--] Year [------] +3.20%

### CreatorRank: [---------] [#](/creator/twitter::61977890/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::61977890/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42.5% [stocks](/list/stocks)  19.17% [fashion brands](/list/fashion-brands)  9.17% [travel destinations](/list/travel-destinations)  7.5% [technology brands](/list/technology-brands)  6.67% [vc firms](/list/vc-firms)  2.5% [celebrities](/list/celebrities)  2.5% [social networks](/list/social-networks)  2.5% [countries](/list/countries)  1.67% [cryptocurrencies](/list/cryptocurrencies)  0.83%

**Social topic influence**
[$550m](/topic/$550m) #8, [$100m](/topic/$100m) #125, [$1b](/topic/$1b) #116, [market cap](/topic/market-cap) 5.83%, [acquisition](/topic/acquisition) 5%, [$50m](/topic/$50m) #75, [money](/topic/money) 5%, [$150m](/topic/$150m) 4.17%, [sydney](/topic/sydney) 4.17%, [$200m](/topic/$200m) 3.33%

**Top accounts mentioned or mentioned by**
[@andrewjfaris](/creator/undefined) [@parkerhq](/creator/undefined) [@daverekuc](/creator/undefined) [@parkerhqs](/creator/undefined) [@andreawass](/creator/undefined) [@retailprophet](/creator/undefined) [@daveambrose](/creator/undefined) [@bwertz](/creator/undefined) [@abe1x](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Mastercard, Inc. (MA)](/topic/$ma) [Rent the Runway, Inc. (RENT)](/topic/$rent)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/lifeofbi/status/1827028779782279234)  2024-08-23T17:03Z 16.9K followers, 29.1K 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](https://x.com/lifeofbi/status/1885040030240170108)  2025-01-30T18:59Z 16.9K followers, [----] 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](https://x.com/lifeofbi/status/1895147884795908240)  2025-02-27T16:24Z 16.9K followers, 11.5K 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](https://x.com/lifeofbi/status/1971630346077626572)  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](https://x.com/lifeofbi/status/1975595473462558808)  2025-10-07T16:14Z 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](https://x.com/lifeofbi/status/2016201033769496896)  2026-01-27T17:26Z 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](https://x.com/lifeofbi/status/2016558137562759611)  2026-01-28T17:05Z 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](https://x.com/lifeofbi/status/2018736490436800914)  2026-02-03T17:21Z 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](https://x.com/lifeofbi/status/2020886917311840412)  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](https://x.com/lifeofbi/status/2020886929278190067)  2026-02-09T15:46Z 16.9K followers, [---] 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](https://x.com/lifeofbi/status/1983214426804330773)  2025-10-28T16:49Z 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](https://x.com/lifeofbi/status/2008928110801191170)  2026-01-07T15:46Z 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](https://x.com/lifeofbi/status/2021988938781749516)  2026-02-12T16:45Z 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](https://x.com/lifeofbi/status/2001363012419227806)  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](https://x.com/lifeofbi/status/2008608723309125864)  2026-01-06T18:36Z 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](https://x.com/lifeofbi/status/2019457994925477961)  2026-02-05T17:08Z 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](https://x.com/lifeofbi/status/1958265555863179612)  2025-08-20T20:31Z 16.9K followers, [----] engagements


"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](https://x.com/lifeofbi/status/2021264164598186269)  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](https://x.com/lifeofbi/status/2021626553952793002)  2026-02-11T16:45Z 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](https://x.com/lifeofbi/status/2021988951381488076)  2026-02-12T16:45Z 16.9K followers, [--] engagements


"A good friend left a leading consumer M&A advisory doing $100m+ deals to come down market and do $5-50m EV deals. Not many great professionals operating in at that size happy to connect with folks interested. DMs open"  
[X Link](https://x.com/lifeofbi/status/1870122234448355699)  2024-12-20T15:01Z 16.2K followers, [----] engagements


"Stitch Fix is still doing a controlled contraction projecting to be down 10-13% on $1.2B of revenue and EBITDA breakeven. Market didn't respond favorably sending the stock down 28%. Current market cap of $523m"  
[X Link](https://x.com/lifeofbi/status/1870152684952793233)  2024-12-20T17:02Z 16.2K followers, [----] engagements


""The case for doing eCommerce on revenue is dead and gone." That's @andrewjfaris on Margin Talks' latest episode dropping tomorrow. Sign up here for exclusive compansion content on financials breakdown: https://www.finaloop.com/margintalks/podcasts https://www.finaloop.com/margintalks/podcasts"  
[X Link](https://x.com/lifeofbi/status/1871243445324615784)  2024-12-23T17:16Z 16.2K followers, [----] 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](https://x.com/lifeofbi/status/1871589149549134331)  2024-12-24T16:10Z 16.3K followers, 16.5K engagements


"This week's Margin Talks with @andrewjfaris covers: - The great investment vehicle thats hidden in your brand - Why LTV calculations are more reliable than you think - When CEOs can't afford to outsource ad knowledge - How to strategically think about your P&L Dropping with it is 📊 "The Ecommerce Operators Ultimate Guide to Finance Part 1: Mastering Your Financial Statements": - Financial Statements [---] - Breakdown of the ecommerce chart of accounts - Margins profits and COGS definitions and deep dives - Tax essentials for DTC brands Podcast and content available here:"  
[X Link](https://x.com/lifeofbi/status/1872326760982790433)  2024-12-26T17:01Z 16.3K followers, [----] engagements


"A new year but more of the same in terms of the haves and have nots in eCom land. - Top 5% of brands will continue to surpass Rule of [--] (aggregate of growth + profitability) but with a baseline of 10% EBIT margins. They will attract both capital and acquisition interest because they're so good. - Next 10% of brands will be default profitable and therefore have positive enterprise value. Many of these will go to market for sale in [----] as exits and not cash flow is how to get paid in consumer products. Plus credit continue to be tight so any volatility can cause havoc. Many will also gamble"  
[X Link](https://x.com/lifeofbi/status/1876308245272568005)  2025-01-06T16:42Z 16.3K followers, [----] engagements


"In [----] L Catterton acquired Birkenstock for $4.3B financing the deal with $1B in debt. Most consumer deals of the [----] vintage (market peak) have not gone well. Today the business does $1.9B of rev growing 21% YoY $550m of EBITDA earning a market cap of $10.8B. 🐐"  
[X Link](https://x.com/lifeofbi/status/1877029749014540355)  2025-01-08T16:29Z 16.4K followers, [----] engagements


"Le Coq Sportif French sportswear brand founded in [----] has been placed into bankruptcy. It is most recently owned by Robert Louis-Dreyfus ex-CEO of Adidas. It was the official sponsor of the French team uniforms at the [----] Paris Olympics"  
[X Link](https://x.com/lifeofbi/status/1877393647026713055)  2025-01-09T16:35Z 16.3K followers, [----] engagements


"Interesting to see Walmart flirt so closely on IP infringement with Hermes owned Birkin Bags. Walmart's "KAMUGO Genuine Leather Handbag" features striking similarities to the Birkin including gold lock studded bottom and the iconic shape. Retailing for $80 it's gone viral on social and been an immediate sellout. Hermes Birkins are $10000+"  
[X Link](https://x.com/lifeofbi/status/1877758300055548296)  2025-01-10T16:44Z 16.4K followers, [----] engagements


"Mercury Settle Parker Ramp Highbeam Finaloop Wayflyer etc will all eventually offer: - banking A/P management - accounting and/or BI - financing cards They'll have full visibility and flow of funds"  
[X Link](https://x.com/lifeofbi/status/1878908377545183476)  2025-01-13T20:54Z 16.4K followers, [----] engagements


"Amazing to kick off [----] with another challenger brand acquisition. Flower Foods (Wonder bread Dave's Killer Bread etc) buys Simple Mills better-for-you crackers for $795M. Simple Mills was doing $295m in rev growing 14% YoY. The brand was founded in [----] and had only raised angel until PE minority in [----] by Vestar. Congrats to all parties"  
[X Link](https://x.com/lifeofbi/status/1879557656316137521)  2025-01-15T15:54Z 16.4K followers, [----] engagements


"Interesting to think today with the TikTok ban that Trump stores were banned from Shopify this week four years ago"  
[X Link](https://x.com/lifeofbi/status/1880353049648205937)  2025-01-17T20:34Z 16.4K followers, [---] engagements


""The single biggest way to go bankrupt in eCommerce is to fix a margin problem with debt." Bill D'Alessandro joins Margin Talks to break down: - Why MCAs are a death sentence - The truth about passive income in [----] - What your business is actually worth Thousands of DTC brand owners have already tuned in to the show. Now you. Listen and/or watch https://www.finaloop.com/margintalks/podcast/fix-margins-debt-kill-ecommerce-dtc-facts-bill-dalessandro https://www.finaloop.com/margintalks/podcast/fix-margins-debt-kill-ecommerce-dtc-facts-bill-dalessandro"  
[X Link](https://x.com/lifeofbi/status/1881368589476733361)  2025-01-20T15:50Z 16.4K followers, [----] engagements


"Crumbl cookies explores a sale at $2B. The franchise chain with 1000+ locations doing $1B in revenue and $150m in profit has hired bankers to run an exit process. Started in [----] in Utah the average franchise location does $1.15m in rev and $125k in profit"  
[X Link](https://x.com/lifeofbi/status/1881743307669438810)  2025-01-21T16:39Z 16.4K followers, 20.2K engagements


"Ancient Nutrition superfoods and supplements brand backed by $100m+ from VMG etc sells to Wellful a direct marketing company that owns Nugenix Jenny Craig Nutrisystem and others. Heard AN peaked at $150m in sales a few years ago but contracted more recently"  
[X Link](https://x.com/lifeofbi/status/1882105695798997393)  2025-01-22T16:39Z 16.4K followers, [----] engagements


"Heres what youll need to focus on over the next [--] days: Find a winning product Create a website Launch ads and start collecting pre-orders Find a manufacturer Design and packaging Logistics Heres the breakdown:"  
[X Link](https://x.com/lifeofbi/status/1886858847295545425)  2025-02-04T19:26Z 16.4K followers, [----] engagements


"ABG is the biggest buyer of fashion brands incl Champion Reebok Ted Baker etc First cracks starting to emerge. They bought Quiksilver Billabong for $1.25B in [----] and licensed out to Liberated Brands. Liberated just filed for BK citing fashion fashion competition"  
[X Link](https://x.com/lifeofbi/status/1889365281136382111)  2025-02-11T17:26Z 16.5K followers, [----] engagements


"Aside from Vuori its been rare apparel brands receiving 8-figure capital injections. Congrats to Greyson Clothiers (golf apparel) for landing a $20M Series A from NewBound. The brand has already attracted some star power including Justin Timberlake and golfer Justin Thomas"  
[X Link](https://x.com/lifeofbi/status/1894418830585467050)  2025-02-25T16:07Z 16.4K followers, [----] engagements


"According to Bloomberg has hired a banker to seek a buyer at $1B. On their $100m of rev $14m of EBIT this would be an out-of-range multiple. Siete Spindrift OWYN are recently comps of that scale at 2-2.5x revenue. 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. https://t.co/rCLRfDbEb2 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"  
[X Link](https://x.com/lifeofbi/status/1894832808146714980)  2025-02-26T19:32Z 16.7K followers, [----] 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](https://x.com/lifeofbi/status/1895547517418225755)  2025-02-28T18:52Z 16.4K followers, 17.3K engagements


"ShipBob offers capital via partnership with Slope. More in the ecosystem will develop capital adjacencies. Revenue Roll has done it in marketing Cin7 in ERP Settle in bill pay"  
[X Link](https://x.com/lifeofbi/status/1897331774835077401)  2025-03-05T17:02Z 16.5K followers, [----] engagements


"Everlane pioneered the cutting out the middleman model and reached $100m+ in revenue in fashion. Quince seems to be really running with it rumored to be doing $250m+ and recently announcing a $120m fundraise led by Notable and Wellington bringing total capital-in to $350m+"  
[X Link](https://x.com/lifeofbi/status/1899515161037435197)  2025-03-11T17:38Z 16.7K followers, [----] engagements


"Steve Madden buys UK handbag brand Kurt Geiger for $360m. Brand is on track to do $500m in revenue at 10% net margins. Owner was PE firm Cinven who bought it in [----] for $372m. Steve Madden puts up $2B in revenue and holds a $2.9B market cap"  
[X Link](https://x.com/lifeofbi/status/1899860185532817443)  2025-03-12T16:29Z 16.7K followers, [----] engagements


"Solo Brands owners of Solo Stove Chubbies Oru Kayaks etc stock went down 70% last week after earnings presenting real going concern challenges with Q4 net loss of $58m and current cash of $12m. Solo was one of the original eCom roll-ups funded by Summit Partners which is still a substantial owner it had a peak public mark of $1B+. The $450m revenue business now trades at a market cap of $21m. Sales are in decline for a second year additional acquisitions of Terraflame and IcyBreeze (winding down) haven't worked and it's sitting with $150m of JP Morgan debt. Solo Stove at $300m revenue and"  
[X Link](https://x.com/lifeofbi/status/1901710072562196740)  2025-03-17T18:59Z 16.5K followers, [----] engagements


"Tastemade the food media startup has been acquired by Marc Lore's Wonder food delivery startup for $90m. Wonder is building a mealtime "super app" with takeout delivery meal kits and now a production and content studio. It also acquired meal-kit brand Blue Apron in [----] and food delivery startup Grubhub in [----]. Wonder has raised a $1.6B Tastemade itself had raised $130m"  
[X Link](https://x.com/lifeofbi/status/1902035771218952591)  2025-03-18T16:34Z 16.7K followers, [----] engagements


"Sprouts CEO on their recent earnings call they want to be a "treasure hunt" is a reality check for brands opening up retail. With 18k SKUs in stores they target 7k SKUs to be new items so brands can expect shelf life of 6-9 months. Hard to math with slotting and ad fees"  
[X Link](https://x.com/lifeofbi/status/1904938648082260140)  2025-03-26T16:49Z 16.5K followers, [---] engagements


"Warby Parker revenue up 15% LY to $770m store count up 17% with [--] new locations totaling [---]. It's piloting [--] stores-in-store at Target with more stores planned in [----] and will also be available on Target's website. Still plenty of runway with US optical TAM at $50B"  
[X Link](https://x.com/lifeofbi/status/1906760905268040117)  2025-03-31T17:30Z 16.7K followers, [---] engagements


"When Hexclad was founded in [----] it went to raise money but was rejected with the concern the cookware space was too competitive. Fast forward [--] years brand is doing $500m with 20% profit margins. Last year Gordon Ramsey via his Studio business funded by Fox invested $100m into Hexclad. Ramsey has been involved with Hexclad as an equity partner and ambassador in 2021"  
[X Link](https://x.com/lifeofbi/status/1907110458793861583)  2025-04-01T16:39Z 16.5K followers, [----] engagements


"This is what SMB brand buyer dreams are made of 👇 In [----] a former Morgan Stanley banker buys a struggling snack brand for just $250K. Fast forward to today 👉 $150M+ in annual revenue 👉 15% profit margins 👉 Just acquired by Hershey's for $750M The brand LesserEvil popcorn 🍿"  
[X Link](https://x.com/lifeofbi/status/1907873320529441082)  2025-04-03T19:10Z 16.5K followers, [----] engagements


"2018 - Canadian Tire (retailer) buys outdoor apparel brand Helly Hansen for $770m. Brand was doing $390m revenue / $39m EBITDA. [----] - Kontoor Brands (Wrangler Lee) buys Helly Hansen for $900m. Brand doing $680m revenue / $80m EBITDA. Apparel  Multiple compression"  
[X Link](https://x.com/lifeofbi/status/1909655226555957757)  2025-04-08T17:11Z 16.8K followers, [----] engagements


"Hailey Bieber's Rhode cosmetics which launched in [----] has hired JPMorgan and Moelis to explore a sale with a price target of $1B+. 🤯 The brand is generating $200m in revenue and being run by ex-CEO of The Honest Company"  
[X Link](https://x.com/lifeofbi/status/1913265012346667311)  2025-04-18T16:15Z 16.5K followers, 15.1K engagements


"It must be Chamath. Brunello Cucinelli sales up 12% to $1.3B and EBIT at $229m. Market cap is up to $7.6B. Stock is up 250% in the last [--] years. How much cashmere can one man own"  
[X Link](https://x.com/lifeofbi/status/1915088781272650160)  2025-04-23T17:02Z 16.7K followers, [----] engagements


"No one else is going to tell you this. But you can clone your competitor's best-performing ads. While keeping your designs voice fonts and everything else you can think of. Thanks to Icon - The First AI Ad Maker. Here's how it works: Icon continuously monitors competitor ads identifying which ads have been running 30+ days (meaning they're winning) It analyzes your website your target audience and their pain points Then it combines your assets (maintaining your brand identity) and gives you [---] ads every morning What used to take design teams multiple days now happens automatically. And the"  
[X Link](https://x.com/lifeofbi/status/1915495606199738399)  2025-04-24T19:58Z 16.8K followers, [----] engagements


"Robert Greenberg cashes out with $1B+ in the $9.4B sale of Skechers to 3G Capital. The Founder/CEO started the footwear brand in [----] after being ousted by his previous footwear company LA Gear. They pursued global distribution with now the majority of its $9B in sales coming from international. There are 4700+ stores in 170+ countries. He's also built a founder-led and family-owned business in public. The stock is up 15x since going public in [----] and although he only owns 12% of the shares he controls the company through voting shares and he brought in his son to be President. Fascinating"  
[X Link](https://x.com/lifeofbi/status/1919466181863604274)  2025-05-05T18:56Z 16.6K followers, [----] engagements


"TSG Consumer Partners is taking a minority stake in Crumbl Cookies valuing the fast-growing dessert chain at $2B. Crumbls numbers are eye-popping for a brand that started in [----] in Utah: 1100+ franchise locations $1B+ in systemwide sales $150M in profit Avg location: $1.15M revenue / $125K profit Crumbl is doing what few franchises pull off turning viral social media hype into actual margin. If this trend holds expect a wave of Gen Z-fueled TikTok-native franchise rollups to follow"  
[X Link](https://x.com/lifeofbi/status/1919799570684641404)  2025-05-06T17:01Z 16.6K followers, [----] engagements


"If you're having a hard time think about Bertuccis pizza restaurant still doing $100m+ in revenue a couple of years ago and now filing Chapter [--] for the third time in seven years. The New England favorite filed first in [----] and closed [--] locations then again in [----] closing [--] locations and now again this time closing [--] more locations. Citing: increasing food costs decrease in consumer spending"  
[X Link](https://x.com/lifeofbi/status/1920158183550824638)  2025-05-07T16:46Z 16.7K followers, [----] engagements


"How hot is the energy beverage market Celcius acquiring Alani Nu for $1.8B Keurig acquiring GHOST for $1.65B Heineken acquiring minority in Tenzing GORGIE launched in [----] has raised $37m is growing in natural channel and opened [----] doors at Target. The brand emphasizes clean ingredients including 150mg of green tea caffeine zero sugar and biotin B vitamins and L-theanine"  
[X Link](https://x.com/lifeofbi/status/1922339557569163736)  2025-05-13T17:14Z 16.7K followers, [----] engagements


"In [----] Unilever acquires British skincare brand REN founded in [----] for its clean ingredients. Sales at the time were $75m. With Unilever distribution the brand had strong growth but with increasing competition the brand failed to remain relevant is now being shut down"  
[X Link](https://x.com/lifeofbi/status/1922700183110049978)  2025-05-14T17:07Z 16.7K followers, [--] engagements


"If at first you don't succeed a story of Touchland hand sanitizer and it's $880m exit to Church & Dwight (maker of Arm & Hammer and OxiClean products). [----] Andrea Lisbona based out of Barcelona is distributing hand sanitizer product in emerging markets eg Kenya Tanzania. [----] she sees an opportunity to bring hand sanitizer into a personal care routine in the US marketing launches Touchland on Kickstarter. It raises $67k to launch production and does $1m in revenue that first year. [----] and if timing could be any better it raises a $1.75m seed round in Feb just before the pandemic and then"  
[X Link](https://x.com/lifeofbi/status/1924539664289169785)  2025-05-19T18:56Z 16.8K followers, [----] engagements


"It's [----] you're a footwear investor seeing the growth of two emerging athleisure footwear brands in On and All Birds. On is bigger and growing faster but also burning more money and much more expensive at $10B market cap compared to the smaller All Birds at $2B. Is it worth the scale and growth premium Fast forward four years and On now at $19.5B and All Birds at $50m"  
[X Link](https://x.com/lifeofbi/status/1924909641424896212)  2025-05-20T19:26Z 16.7K followers, [----] engagements


"Can a skincare brand run like SaaS Bamboo Earth is making a compelling case. In this weeks episode of In The Money I sat down with @DaveRekuc President of Bamboo Earth to explore how a direct-to-consumer beauty brand scaled 30x and started printing cash after its acquisition by Daves group. Heres what stood out: 1/ Membership over subscription. Product subs didnt fit skincare use patterns so Dave launched a $40/month membership that returns 100% in store credit + 15% off. It doubled subscription revenue while reducing churn. 2/ Quiz with purpose. Instead of chasing frictionless UX Bamboo"  
[X Link](https://x.com/lifeofbi/status/1925255169601900822)  2025-05-21T18:19Z 16.7K followers, 16K engagements


"Dockers just got sold to Authentic Brands Group by Levis for $311M with an $80M earnout kicker. 📉 [----] sales: $323M (5% of Levis $6.4B) 📉 -4% YoY decline 📦 Deal multiple: just under 1x revenue (excluding earnout) Levis launched Dockers in [----] to tap into office casualwear. It was a staple in the 90s but like many legacy brands relevance has faded. In [----] its a shrinking non-core asset and Levis is divesting to refocus on denim and DTC. For Authentic Brands Group its business as usual: Acquire distressed but recognizable brand IP Offload operations to a licensing partner (Centric Brands"  
[X Link](https://x.com/lifeofbi/status/1928115114432954814)  2025-05-29T15:44Z 16.7K followers, [----] engagements


"Anne Mahlum turned solidcore into a national fitness powerhouse 100+ studios and $345M in revenue. She sold a majority stake to Kohlberg for $100M then exited fully to L Catterton in a $750M+ deal. Now shes back not as a founder but as the lead investor in a new $3.5M seed round. Meet The Athletic Clubs a next-gen group fitness concept betting on squad training. Instead of drop-in workouts think: 🕒 Fixed time slots 2x/week 👥 Small training squads (1520 people) 👨🏫 Same coach same cohort building accountability 🎉 Monthly socials + intra-club competitions Its fitness reimagined as community"  
[X Link](https://x.com/lifeofbi/status/1929944417462563142)  2025-06-03T16:53Z 16.7K followers, [----] engagements


"Google just invested $150M into Warby Parker to crack what Glass couldnt: AI-powered smart eyewear. This isnt Googles first foray into glasses their original Google Glass (launched in 2013) flopped with consumers despite pioneering the smart eyewear category. The product was futuristic but awkward expensive ($1500+) and had no real design credibility. Now theyre trying again with a very different playbook. $150M deal structure: Half ($75M) goes to developing and commercializing AI-powered glasses. The other half is equity investment tied to execution milestones. Why Warby Parker They're not"  
[X Link](https://x.com/lifeofbi/status/1931026800454623276)  2025-06-06T16:34Z 16.8K followers, [----] engagements


"Lululemon down 20% after announcing earnings back to their [----] market cap of $30B: - 40% of fabrics sourced from Vietnam and 28% from China so increased costs due to tariffs - 2% decline in same-store sales in Americas - announcement of impending price hikes has led to criticism from consumers This from one of the most valueable consumer brands of the last [--] years"  
[X Link](https://x.com/lifeofbi/status/1932472324785369365)  2025-06-10T16:18Z 16.7K followers, [----] engagements


"Investors at UK based PE firm Inflexion are popping the champagne. They invested in beauty brand Medik8 in [----] for $150200m and L'Oral just announced a majority acquisition of Medik8 valued at $1.08B. Medik8 was doing $40m in revenue and $10m in profit in [----] and [----] forecast is $115m on a similar profitability profile. Congrats all around"  
[X Link](https://x.com/lifeofbi/status/1933193075024863408)  2025-06-12T16:02Z 16.7K followers, [---] engagements


"In this weeks In the Money podcast we chat with Matthew Jung CEO of GoodOnya Organic Hydration about his unique career journey in the CPG world. From starting out as a founder to becoming an investor executive and now acquirer Matt shares insights into navigating every role in the CPG ecosystem. Key takeaways: // Product Market Fit: How Matt found success with Goodonya by identifying the right product-market alignment. // Acquisitions & Rebranding: The strategic moves behind Goodonyas recent growthincluding how they achieved 125% YOY growth without paid media // Career Path in CPG: The value"  
[X Link](https://x.com/lifeofbi/status/1937220019622150544)  2025-06-23T18:43Z 16.7K followers, [----] engagements


"Unilever is acquiring Dr Squatch in a $1B+ transaction. Does that make Guild Capital one of the low-key best consumer investors They were the lone seed investor in: Ruggable to Summit Partners $800m Homechef to Kroger $750m Dr Squatch to Unilever $1B+"  
[X Link](https://x.com/lifeofbi/status/1937550285645164673)  2025-06-24T16:36Z 16.7K followers, [----] engagements


"Time for a narrative violation. Aren't apparel brands are out of favor with capital markets Top consumer investor Silas Capital (ILIA Beauty Boll & Branch Bare Snacks) just led a growth equity round in Den the Californian womenswear brand founded in [----] thats hitting $100M+ in revenue. Den sells full lifestyle line - dresses denim outerwear swimwear loungewear home capsules DTC wholesale (NetaPorter Saks Nordstrom) and via its seven stores"  
[X Link](https://x.com/lifeofbi/status/1938270530819469373)  2025-06-26T16:18Z 16.7K followers, [----] engagements


"Speaking with Asher Hochberg consumer investor at Rootspring former Partner at CircleUp on what's changed in early stage investing: No more vibe rounds. Investors are trading buzz for margin discipline. Being cool isnt enough. Brands need a reason to exist and a loyal repeat customer. Growth equity is back but with teeth. PE-backed strategics want EBITDA not just traction. Storytelling Instagram ads. Narrative now means LTV retention and product moat. We talked about how smart founders are navigating: The risk/growth balance in a tighter capital market When to scale retail vs. when to say no"  
[X Link](https://x.com/lifeofbi/status/1939766499167867130)  2025-06-30T19:22Z 16.7K followers, [----] engagements


"Spotify: Youtube: https://www.youtube.com/watchv=M5K6xM_nc48 https://open.spotify.com/episode/2jdBZN6QfyhbDP1ZSpUXHA https://www.youtube.com/watchv=M5K6xM_nc48 https://open.spotify.com/episode/2jdBZN6QfyhbDP1ZSpUXHA"  
[X Link](https://x.com/lifeofbi/status/1939766502309433440)  2025-06-30T19:22Z 16.7K followers, [---] engagements


"If you're not generating: $300k min of SDE per owner or $3m of revenue growing 30% a year within [--] months of launch NGMI and better to start again. The intensity of brands closing shop this year is unreal. Not sure if it's macro micro or just the fact that our customer base is 1-4 years old so we have more instances. - Unlike previous years [--] fig brands are closing as well - We get request to chap [--] compliant books The intensity of brands closing shop this year is unreal. Not sure if it's macro micro or just the fact that our customer base is 1-4 years old so we have more instances. -"  
[X Link](https://x.com/lifeofbi/status/1940442846303011034)  2025-07-02T16:10Z 16.7K followers, [----] engagements


"Rumored figures from Unilever's $1.5B acquisition of Dr. Squatch: 💰 Revenue: $400M up from $100M in [----]. 📈 Profitability: $90M in [----]. 💥 Channel: 85% DTC but first year of retail expansion into Walmart & Costco helped drive $47M Is this going to be a winner for Unilever"  
[X Link](https://x.com/lifeofbi/status/1942612893033460101)  2025-07-08T15:53Z 16.7K followers, [----] engagements


"🚨 Deal Alert: Soft Landing Opportunity in DTC Apparel A premium DTC fashion brand is exploring strategic options. 📈 Peaked at $14M revenue in [----] declined due to cash constraints ✅ EBITDA-positive in [----] despite limited capital 💬 7500+ 5-star reviews strong NPS 💎 24M LTV of $401 🛍 No wholesale push yet upside remains untapped This is a rare chance to acquire a loved brand with proven retention product-market fit. 📩 DM for info or intros"  
[X Link](https://x.com/lifeofbi/status/1942987866834980964)  2025-07-09T16:43Z 16.7K followers, [----] engagements


"When capital markets for DTC brands reset so did Chris Wichert and Koio. This week Chris shares how they reestablished the business: 🧵 How Koio doubled down on Made-in-Italy quality (despite pressure to offshore) 📉 Why they slashed SKUs and shut stores to regain margin and focus 🤝 The economics behind their Rose Anvil and La Marzocco collabs 📦 How Koio restructured its team and marketing to run lean and profitable 👟 What they're launching next and how theyre staying disciplined on growth If you're navigating a reset or exploring what brand longevity really looks like in [----] this ones"  
[X Link](https://x.com/lifeofbi/status/1944844255417221336)  2025-07-14T19:39Z 16.7K followers, [----] engagements


"Meta just bought 3% of EssilorLuxottica (Ray-Ban Oakley) for $3.5B. This follows the quiet success of their Ray-Ban Meta smart glasses: [--] million units sold since late [----] Scaling to [--] million units/year by [----] Oakley Meta drops later this year Its the same reason OpenAI partnered with Jony Ive. The race is on to define the AI-native hardware interface. For Meta its wearable voice-powered AI-integrated glasses. For OpenAI its a clean-sheet reimagining of the post-smartphone device. Both know the future of computing wont live in a screen itll live on your face in your ear or in your"  
[X Link](https://x.com/lifeofbi/status/1945167476494360761)  2025-07-15T17:04Z 16.8K followers, [----] engagements


"Forget points @Parkerhq_ helped DTC brand Everyday Dose scale from $5M to $100M without outside funding. When youre growing fast cash flow isnt a nice-to-have its the only thing that matters. Everyday Dose a mushroom coffee brand scaled from $5M to $100M in sales. Their secret weapon @Parkerhq_ credit cards. Instead of fronting hundreds of thousands on Meta Google and inventory Everyday Dose used Parkers rolling 60-day payment terms to free up over $1 million in working capital. This isnt just another corporate card with a fancy app. @Parkerhq_ is a new kind of financial infrastructure built"  
[X Link](https://x.com/lifeofbi/status/1945218448524718391)  2025-07-15T20:26Z 16.7K followers, [---] engagements


"Parker is a financial technology company not a bank. The Parker Commercial Credit Mastercard (the "Card" or "Parker Card") is issued by Patriot Bank N.A. Member FDIC pursuant to license by Mastercard International Incorporated. Banking Services provided by Piermont Bank Member FDIC. The funds in your account are FDIC-insured up to $250000 per depositor for each account ownership category. APY Based on federal funds rate of 4.33% as of 04/30/2025. Annual Percentage Yield subject to change and subject to other limitations such as amount of deposits held financial information provided future"  
[X Link](https://x.com/lifeofbi/status/1945218450978382080)  2025-07-15T20:26Z 16.7K followers, [---] engagements


"Forget points. @Parkerhq_ helped one of their DTC brands scale from $5M to $100M without outside funding. When youre growing fast cash flow isnt a nice-to-have its the only thing that matters. Instead of fronting hundreds of thousands on Meta Google and inventory brands used @Parkerhq_'s rolling 60-day payment terms to free up over $1 million in working capital. This isnt just another corporate card with a fancy app. @Parkerhq_ is a new kind of financial infrastructure built for high-growth brands: 💳 Rolling 15/45/60/90-day terms on every transaction from media spend to vendor payments 📈"  
[X Link](https://x.com/lifeofbi/status/1945248976678343035)  2025-07-15T22:27Z 16.7K followers, [----] engagements


"Parker is a financial technology company not a bank. The Parker Commercial Credit Mastercard (the "Card" or "Parker Card") is issued by Patriot Bank N.A. Member FDIC pursuant to license by Mastercard International Incorporated. Banking Services provided by Piermont Bank Member FDIC. The funds in your account are FDIC-insured up to $250000 per depositor for each account ownership category. APY Based on federal funds rate of 4.33% as of 04/30/2025. Annual Percentage Yield subject to change and subject to other limitations such as amount of deposits held financial information provided future"  
[X Link](https://x.com/lifeofbi/status/1945248978968400130)  2025-07-15T22:27Z 16.7K followers, [---] engagements


"Wellness is longer just a trend its a movement. Social wellness club Othership just raised $8.5M with Winklevoss Capital + Kerry Washington Bradley Beal & others to power expansion across NYCs thriving wellness scene. Born from a solo sauna-and-ice-bath meets breathwork sessions in a Toronto it's now got three locations including in Flatiron. Next up is Williamsburg this fall; a 13K sq ft mega-site with steam pools 1:1 emotional coaching group classes and retreats. At $65 per session or $333/month will you be signing up"  
[X Link](https://x.com/lifeofbi/status/1945531627683111014)  2025-07-16T17:11Z 16.7K followers, [----] engagements


"🍜 You've seen David Chang on Netflix have you meet the CPG brand that's now outpacing his iconic restaurants 🌟 Momofuku Goods the consumer packaged goods (CPG) arm spun out from David Changs restaurants is crushing it in the grocery aisle already doing more revenue than the restaurants themselves. 💰 Revenue Milestones: 2023: $50M in sales 2024: Surpassed $67.5M outpacing restaurant operations for the first time 📈 Recent Funding: Series A: Raised $17.5M Series A-II: Secured an additional $11.5M in growth funding led by Alliance Consumer Growth 🏪 Retail Expansion: Now available in over"  
[X Link](https://x.com/lifeofbi/status/1945930000747626923)  2025-07-17T19:34Z 16.7K followers, [---] engagements


"🚨 Is Bombas preparing for an IPO Former Under Armour executive Jason LaRose has been promoted to CEO taking over from co-founder David Heath. [----] estimated revenue: $400M up 20%+ ex-Socks/ Footwear segment (Sunday Slipper Gripper etc) growing 50%+ EBITDA at $60m"  
[X Link](https://x.com/lifeofbi/status/1947692614796644592)  2025-07-22T16:18Z 16.7K followers, [---] engagements


"All birds is going to make another run 😉 They're tapping the markets for $125m of additional working capital. - Secured a $75m credit facility from Second Avenue an upsize from JPMorgan's $50m facility - Agreement to sell $50m of equity into the market via TD Cowen The funding supports a fall lineup launching with 15+ new styles a refreshed Allbirds by Nature campaign. As of March [--] Allbirds held about $39.1M in cash. [----] revenue was $190m a 25% YoY decline generating a net loss of $93m (compared to $153m year prior)"  
[X Link](https://x.com/lifeofbi/status/1948063308504023410)  2025-07-23T16:51Z 16.7K followers, 15.4K engagements


"If youre not posting about Sydney Sweeney today are you even a brand marketer If youre not posting about Triple Whale today are you even a performance marketer"  
[X Link](https://x.com/lifeofbi/status/1948324063891603878)  2025-07-24T10:07Z 16.7K followers, [---] engagements


"LOral has signed an agreement to acquire Color Wow the cult-favorite premium haircare brand founded in [----] by Gail Federici known for its salon-grade solutions. Why this matters: 💵 [----] Revenue Estimate: $300M entirely bootstrapped with no reported outside funding. 🎯 Positioning: Color Wow is a direct-to-consumer powerhouse built on frizz control thickening and viral styling hits with over [---] beauty awards and a fiercely loyal online community 📈 Strategic Fit: Joining LOrals Professional Products Division (which grew to 4.8B in 2024) gives Color Wow access to R&D muscle salon & retail"  
[X Link](https://x.com/lifeofbi/status/1948434252275610104)  2025-07-24T17:25Z 16.7K followers, [----] engagements


"Sydney Sweeney promotes for Dr Squatch and company sells $1.5B. Sydney Sweeney promotes for American Eagle and stock goes up $200m or 10% in a day. Hope her agent is getting her equity in these deals"  
[X Link](https://x.com/lifeofbi/status/1948455956821803063)  2025-07-24T18:51Z 16.7K followers, [----] engagements


"Most brands optimize for CAC. Black Wolf optimized for customer truth. New pod with founder Sam Lewkowict: Why they launched devices Emails Amazon = 💰 Product Marketing 1000+ customer convos AI wont save bad brands Links below 👇"  
[X Link](https://x.com/lifeofbi/status/1949914173565260281)  2025-07-28T19:25Z 16.7K followers, [----] engagements


"LVMH isnt just selling handbags and champagne its playing 3D chess on a global stage. While most brands are fighting for shelf space and influencer reach Bernard Arnault is quietly building a cultural empire that spans luxury media real estate and Hollywood. Recent moves: 🎬 Launched [--] Montaigne Entertainment a new film & TV studio to craft stories around its [--] iconic brands (yes think The LVMH Cinematic Universe) 📰 Acquired Bey Mdias publisher of LOpinion and LAgefi in France deepening its hold on French business politics and financial media 🏛 Bought [---] Champs-lyses in [----] for $1.03B a"  
[X Link](https://x.com/lifeofbi/status/1950230840119873732)  2025-07-29T16:24Z 16.7K followers, [----] engagements


"💅 Classic picks-and-shovels move in a growing beauty category. Boulevard just raised an $80M Series D at an $800M valuation not for launching a new beauty product but for powering the infrastructure behind the fastest-growing segment in beauty: medspas. Botox fillers lasers and GLP-1 weight loss treatments are no longer niche. Theyre booming. But unlike traditional healthcare this $25B+ medspa market isnt built on insurance or EMRs. It runs on beauty-first platforms like Boulevard. 📈 What Boulevard does: AI-powered scheduling & payments for 5000+ salons spas & medspas 2M+ bookings/month"  
[X Link](https://x.com/lifeofbi/status/1950608831635222951)  2025-07-30T17:26Z 16.7K followers, [----] engagements


"What sits between packing your Louis Vuitton suitcase and arriving at your Bulgari Hotel A Flexjet private jet. LVMH is stitching together the luxury experience end-to-end and now that includes private aviation. Last week L Catterton (LVMHs private equity arm) led an $800M investment into Flexjet taking a 20% stake at a $4B valuation the largest equity raise in private aviation history. 💼 Why it matters: 🛩 $2.6B in revenue / $390M EBITDA. Flexjet isnt a niche player; its scaled profitable and growing ✈ Fleet includes Gulfstreams Challengers Embraers with [--] luxury terminals under"  
[X Link](https://x.com/lifeofbi/status/1951333354982257128)  2025-08-01T17:25Z 16.8K followers, [----] engagements


"Outdoor Voices was once the darling of DTC activewear. Backed by Forerunner GV it raised $65M scaled retail and hit $90M in revenue at peak. But momentum faltered. By [----] the business shuttered all [--] stores and wound down operations. Then came the twist"  
[X Link](https://x.com/lifeofbi/status/1952866348243272135)  2025-08-05T22:56Z 16.7K followers, [----] engagements


"Private equity firm Consortium Brand Partners reportedly acquired OV for just $15M. But instead of stripping assets or licensing IP they brought founder Tyler Haney back in not just as a creative face but as a partner and co-owner"  
[X Link](https://x.com/lifeofbi/status/1952866351967814110)  2025-08-05T22:56Z 16.7K followers, [----] engagements


"Private equity firm Butterfly is building Generous Brands into the latest $1B+ beverage platform. It's latest move: acquiring Health-Ade kombucha for $500M. Health-Ade was founded in [----] at a Los Angeles farmers market Raised $54M from First Bev and Manna Tree who owned majority Now in 65000+ stores generating $250M in retail sales Will join three other brands in Generous fresh beverage portfolio: Bolthouse Farms (smoothies) Evolution Fresh (juices) Sambazon (acai) Combined: $1B in retail revenue Generous Brands itself is a $510M buyout from Campbell Soups Bolthouse Farms acquisition back in"  
[X Link](https://x.com/lifeofbi/status/1953493589146952101)  2025-08-07T16:29Z 16.8K followers, [----] engagements


"🌱 Scientifically differentiated product 🧠 Mental availability (not just performance marketing) 🧪 Education-led merchandising at shelf 🧵 Vertical integration done with purpose We also talk about:"  
[X Link](https://x.com/lifeofbi/status/1953525076105498921)  2025-08-07T18:34Z 16.8K followers, [--] engagements


"Getting kicked out of Home Depot for doing too much customer research The surprise challenge of eCommerce even for a founder with a digital background Why We The Wild said no to paid ads for years And the systems and people behind scaling a truly unique CPG brand"  
[X Link](https://x.com/lifeofbi/status/1953525078647316795)  2025-08-07T18:34Z 16.8K followers, [---] engagements


"Ever wondered why there isnt a scaled Indian restaurant concept like P.F. Changs is for Chinese food Well that's about to change. Dishoom the Bombay caf-inspired restaurant group is coming to New York in [----] backed by fresh capital from L Catterton (the LVMH-backed private equity firm). Valuation: $400M Locations: [--] (all UK) Revenue: $200M This isnt fast casual its full-service design-rich hospitality with cult-like customer loyalty and strong unit economics. Think $15 breakfast bacon naan roll $22 chicken curry or $20 vegetable paneers. And its starting to look a lot like a younger version"  
[X Link](https://x.com/lifeofbi/status/1953868057081778459)  2025-08-08T17:17Z 16.8K followers, [----] engagements


"Small Door Veterinary a New York-based startup bringing hospitality-grade care to pets just raised $55M in new capital from Valspring Capital to expand its membership-based model. Is it primed for being the next multi-billion dollar membership healthcare business 👇"  
[X Link](https://x.com/lifeofbi/status/1955000122821255483)  2025-08-11T20:15Z 16.8K followers, [----] engagements


"For $179/year pet owners get access to annual exams 24/7 telehealth priority appointments and transparent pricing an offering designed to simplify the chaotic often unpredictable world of pet care"  
[X Link](https://x.com/lifeofbi/status/1955000125052555316)  2025-08-11T20:15Z 16.8K followers, [---] engagements


"🚨 Deal Alert: Soft Landing for DTC Furniture Brand 📈 Scaled from $0.9M (2022) $2.9M (2024) on single hero product 🪑 Modular lounge furniture 57% gross margins 💬 $2000 LTV on $724 CAC 🔓 Untapped: wholesale new SKUs COGS optimization 📩 DM for info or intros"  
[X Link](https://x.com/lifeofbi/status/1955326667225755656)  2025-08-12T17:53Z 16.8K followers, [----] engagements


"Tween retail chain Claires in its latest has taken down $3B from some of Wall Streets biggest names including Apollo Elliott and Monarch. In [----] Apollo Global Management bought Claires in a $3.1B leveraged buyout betting it could turn the mall-based teen jeweller and ear-piercing chain into a higher-margin globally scaled brand. The thesis was classic PE: strong consumer brand defensible niche expansion runway. The reality High debt and changing retail traffic trends made growth harder than expected. By [----] the balance sheet was crushed under $1.9B of debt. Elliott Management and Monarch"  
[X Link](https://x.com/lifeofbi/status/1956073085985284607)  2025-08-14T19:19Z 16.8K followers, [----] engagements


"Deal Alert: $300m CPG company looking to divest a non-core DTC coffee brand. The business will do $7M in revenue and $900k in EBITDA in [----]. Brand has [----] recurring subscribers built on Shopify powerful organic marketing presence. Just needs a new home"  
[X Link](https://x.com/lifeofbi/status/1957446133745156398)  2025-08-18T14:15Z 16.8K followers, 13.4K engagements


"💊 What are the two biggest trends shaping health & wellness right now [--] The fashionization of supplements; its no longer just about whats inside the pill but the brand identity and cultural signal it carries. [--] The rise of deprescriptionization; a movement toward reducing long-term dependence on medication through lifestyle and nutrition. Allie Egan saw these shifts early. She pivoted Veracity from at-home hormone testing to building its hero product Metabolism Ignite which quickly gained traction with consumers. That vision just helped Veracity close a Series A led by Maveron and Melitas"  
[X Link](https://x.com/lifeofbi/status/1957528988135616976)  2025-08-18T19:44Z 16.8K followers, [----] engagements


"What's more impressive Roger Federer winning $100m+ in prize money across [--] Slams and 100+ titles or upleveling to $1B net worth with two monster endorsement deals: - a 10-year $300M deal with Uniqlo - a 3% stake in On Running now worth an estimated $450M as the Swiss brand scaled into a $15B+ public company 🐐"  
[X Link](https://x.com/lifeofbi/status/1961133152992444720)  2025-08-28T18:25Z 16.8K followers, [----] engagements


"When does $240M of debt become 80% of a $20M market cap company Thats the bet Aranda Principal Strategies (APS) just made with Rent the Runway (RTR). Interesting live case study of distressed capital markets. RTR was effectively a walking dead public company burdened by $240M of APS debt trading with a market cap of just $20M and facing Nasdaq compliance issues after a reverse split. Instead of forcing default APS chose a recapitalization: Converted $240M of debt into equity Injected $20M of new cash alongside STORY3 and Nexus Capital Ended up with 8085% ownership of the company Why this"  
[X Link](https://x.com/lifeofbi/status/1963641456201199843)  2025-09-04T16:33Z 16.8K followers, [----] engagements


"How much is your sleep worth and who is going to end up winning your dollars Eight Sleep just raised $100M at a $1B valuation joining Oura and Whoop in the elite connected health + sleep optimization club. By the numbers (2025 est.): Eight Sleep $100M+ revenue $260m raised $1B valuation [--] rev multiple Oura $400M+ revenue $420m raised $5.2B valuation [--] rev multiple Whoop $200M+ revenue $400m raised $3.6B valuation [--] rev multiple Who ends up being the dominant player getting us better sleep"  
[X Link](https://x.com/lifeofbi/status/1964004096693743901)  2025-09-05T16:34Z 16.8K followers, [----] engagements


"But athletes can underperform or fade from relevance. Tiafoe bowed out early at the US Open. Homa has had only one top-5 PGA finish this year. Will athlete endorsements help Lululemon find its next growth curve Or is this just another stretch"  
[X Link](https://x.com/lifeofbi/status/1965472294312313339)  2025-09-09T17:48Z 16.8K followers, [---] engagements


"Wonder what happened to American Eagle stock after the viral Sydney Sweeney ad campaign the initial pop and the ensuing backlash 👇"  
[X Link](https://x.com/lifeofbi/status/1965838261622026340)  2025-09-10T18:02Z 16.8K followers, [----] engagements


"In July American Eagle dropped the Sydney Sweeney Has Great Jeans campaign. It went instantly viral part cheeky pun part controversy and it put AE back in the center of the cultural conversation. The stock market noticed"  
[X Link](https://x.com/lifeofbi/status/1965838263895339216)  2025-09-10T18:02Z 16.8K followers, [---] engagements


"On the day the campaign launched AEO jumped nearly 10% as traders and meme investors piled in. A denim ad with social buzz literally moved hundreds of millions in market cap. Then came the backlash"  
[X Link](https://x.com/lifeofbi/status/1965838265443037604)  2025-09-10T18:02Z 16.8K followers, [--] engagements


"Critics said it was crass objectifying tone-deaf. But the numbers told another story: sales of Sweeneys featured jeans sold out. And the campaign wasnt pulled. AE doubled down. Fast forward to Q2 earnings this week"  
[X Link](https://x.com/lifeofbi/status/1965838267099787308)  2025-09-10T18:02Z 16.8K followers, [---] engagements


"American Eagle reported 700k+ new customers digital engagement at all-time highs and earnings beating Wall Street estimates. The stock surged 38% in a single day its best run since [----]. AEO said we can expect more Sydney Sweeney campaigns in the fall"  
[X Link](https://x.com/lifeofbi/status/1965838268551057455)  2025-09-10T18:02Z 16.8K followers, [---] engagements


"Protein is the hottest category in CPG. Case in point: Slate Milk an RTD protein-boosted milk company just raised $23M Series B to scale to [------] distribution points by year-end. OWYN was acquired by Simply Good Foods for $280M (2.3 sales [--] EBITDA). Quest Nutrition sold to Simply Good Foods for $1B cementing it as a leader in protein snacks and shakes. Fairlife Coca-Colas $7B big bet on protein-enhanced milk is now a cornerstone of Cokes dairy innovation strategy. Meanwhile Danone is doubling down with new Oikos Protein Shakes and Kate Farms GLP-1 friendly nutrition shakes. The question:"  
[X Link](https://x.com/lifeofbi/status/1970901299093963212)  2025-09-24T17:21Z 16.8K followers, [----] engagements


"Bloom Nutrition just raised $160M but not from VC. Instead they doubled down with strategic partner Nutrabolt (C4 Energy). Why it matters Bloom took $90M from Nutrabolt in [----] (20% stake). Nutrabolt just added $160M more now $210M total invested. Rather than chase higher valuations from PE/VC Bloom chose distribution ops support and category expansion. 🧃 The brand is moving from greens powders beverages: 35M+ cans of Bloom Sparkling Energy sold in year one New Bloom Pop prebiotic soda now in Walmart Question: Will more brands pick strategic capital over venture dollars as exits get harder"  
[X Link](https://x.com/lifeofbi/status/1971342987822235765)  2025-09-25T22:36Z 16.8K followers, 17.1K engagements


"Ads only solve ad problems. The real issues are unit economics cashflow and infrastructure. Scaling from $1M $5M can be hacked. Scaling from $5M $50M requires systems culture and discipline"  
[X Link](https://x.com/lifeofbi/status/1972738813446512925)  2025-09-29T19:02Z 16.8K followers, [--] engagements


"Metas AI-driven ad platform is still the biggest lever for scale in [----]. But the playbook has changed: Creative testing is the key variable Avatar diversification drives sustainable growth Founders need to adapt or get left behind"  
[X Link](https://x.com/lifeofbi/status/1972738815577268282)  2025-09-29T19:02Z 16.8K followers, [--] engagements


"The One Medical for pets wave is real. Modern Animal just raised $46M (Addition True Upfront) $100M+ run rate [--] clinics. And theyre not alone: SVP + MVP 750+ clinics $8.6B valuation (Silver Lake Shore) Small Door $55M Sploot $40M (L Catterton) Creature Comforts (UK) 7M seed Capital markets are split: PE-backed mega platforms consolidating at scale Membership-first challengers redefining consumer experience The race is on: who will own the future of vet care"  
[X Link](https://x.com/lifeofbi/status/1973452746755023324)  2025-10-01T18:19Z 16.8K followers, [----] engagements


"Carters the kids apparel retailer just dropped a poison pill. An activist hedge fund quietly built a 17% stake ($180M) with zero engagement w/ mgmt. What do they see that the market doesnt Carters trades at 0.6x rev 7x EBITDA. Recent brand/IP deals: Champion ABG @ 0.7x rev Reebok ABG @ 1x rev Dickies Bluestar @ 0.9x rev Legacy mall multiple or under-monetized brand ready for a licensing playbook Carters is officially in play"  
[X Link](https://x.com/lifeofbi/status/1974135100721058168)  2025-10-03T15:31Z 16.8K followers, [----] engagements


"💡 Appliances go high tech. Copper just raised $28M to scale its battery-powered induction stove a plug-in range with a [--] kWh battery energy management system and grid flexibility baked in. Why it matters: No rewiring needed it works with standard [---] V outlets. Qualifies for a 30% tax credit thanks to the onboard battery. Can provide grid services via battery networking. It retails at $6000 and has shipped [----] units so far. Valuation post-round: $75M"  
[X Link](https://x.com/lifeofbi/status/1976675087865815178)  2025-10-10T15:44Z 16.9K followers, [---] engagements


"If you're interested in retail must follow @andreawass @RetailProphet @daveambrose @bwertz @abe1x"  
[X Link](https://x.com/lifeofbi/status/638119690078810112)  2015-08-30T22:42Z 16.8K followers, [--] engagements

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