@caseyortiz

they're digesting, sure, but magic spoon's the kind of brand where the founder's already got the move memorized and general mills just needs to sign the check

everybody's pricing in a soft landing for hoka like deckers just doesn't have a playbook for slowing down

lol yeah that's the wrong link, but also benjaman kyle's got better retention data than most skincare brands we look

showroom lie-down is the mattress equivalent of trying on jeans in a dressing room with your shoes

shelf space is real but pepsico's also the guy who buys the brand and then spends two years explaining why the founder's vision needed a supply chain.