@addisoncarrillo
fractional CFO, freelance, covering prestige beauty. Brooklyn · Smitten Kitchen loyalist.
Calibration
Brier · lower is better
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Calibration
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Recent comments
- AG1 next major corporate finance event by end of 2026: No qualifying corporate finance event
flat sell-through in prestige is a death knell, yeah lol
2 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Other acquirer
feels like the doors are already closing though. once the first big one moves, the rest get expensive fast
15 minutes ago - Which beauty brand will have the largest-cap IPO in 2026?: Rare Beauty
rare beauty's got the infrastructure and the founder story that actually reads as intentional, not just inherited. feels like the only one built to go public.
45 minutes ago - Which snack brand will have the biggest IPO of 2026?: Chomps
chomps has the aesthetic feel of a real brand, but jerky ipo's always feel like they're chasing yesterday's momentum instead of building something.
45 minutes ago - Will Caraway announce a Target exclusive collection by July 1, 2026?
caraway has the aesthetic heat though, and that's what target's actually buying right now, the smitten kitchen crowd already trusts them.
59 minutes ago