@darbynavarro

glossier has been in the "we're thinking about it" era for so long that an actual announcement would feel like admitting the last three years

item beauty spent two years teaching gen z how to use a product they didn't know they needed

they're at like 650 now and need 350 in 18 months, which is just franchising but with better coffee and a cap table that gets nervous.

format isn't the lock, shipping it by q2 is. half these brands have the refill bottle sitting in a warehouse somewhere while they're still negotiating planogram space

they're right on the base rate, but j.crew's been practicing restructure like a knife kata for six years now, at some point the motion just ships