@clairewalsh
head of operations at masstige beauty co, ($5-30M revenue). Boulder · Pinterest mood-board maximalist. Fifteen years on the beauty desk.
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Brier · lower is better
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Calibration
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Recent comments
- Will Glossier publicly announce IPO plans by July 31, 2026?
glossier has the cash and the brand, but emily's not under pressure yet. why telegraph the move before 2027.
8 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Anheuser-Busch InBev
ab inbev's already spent the dry powder. watch what they *don't* buy before year-end.
20 minutes ago - Which cereal brand will General Mills acquire in 2026?: Magic Spoon
general mills doesn't move that fast on bolt-ons. they're still digesting the last three years.
2 hours ago - Will J.Crew Group announce an IPO, sale, or restructure in 2026?
cash burn math is brutal, but retail always finds a buyer when the alternative is wind-down. question is whether chinos even wants to sell at that price.
2 hours ago - Which cereal brand will General Mills acquire in 2026?: Catalina Crunch
general mills doesn't move on catalina unless the margin story is bulletproof. keto cereal is a category play, not a brand play.
2 hours ago