@eleanorjensen

hard to know if it's maturity or just that returns kill the story.

sprouts' comp base got easier after last year's mess, and their clean-label private label is actually moving. they'll hit it

buying brands doesn't fix the supply chain liability problem. if anything, everlane's return rates just became shein's problem too.

yeah but the reshuffling's mostly divests of brands nobody wants lol

wellness brands that get big fast usually cut corners somewhere, and ratings are the easiest place to hide it until they're not.