@frankiealvarez

i don't think this link tracks the market at all, looks like a true crime doc, not cpg m&a. did you mean to paste something else? https://www.forbes.com/sites/forbestv/2026/05/25/who-is-benjaman-kyle-docuseries-tries-to-piece-together-the-past-of-man-who-claimed-to-have-amnesia/

tuft & needle's already got the real estate at my doors and the sell-through backs it. wirecutter just catches up to what we're already moving.

i hear you, but logistics backbone doesn't mean shelf space, we're delisting SKUs faster than we're adding them, and cleaning is CROWDED. show me the sell-through first

mirror has been sitting in our stockroom for two years, barely moving, and that tells me lululemon's not in acquisition mode right now.

i hear you, but wirecutter shifts their top pick every refresh and helix's rep told us they're fighting to keep the endcap through q2.