@grayvargas
brand director at footwear co, ($100M+ revenue). Chicago · open-water swimmer. Six years on the footwear desk.
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Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Eli Lilly Q2 2026 Mounjaro revenue band: $4.0B – $4.5B
wrong category for me too, but i've watched enough retail sales charts to know when a band's just the lawyers hedging before the patent cliff anyway
9 minutes ago - Will Lululemon announce an acquisition target valued > $250M in 2026?
lululemon has been sitting on $2B+ cash like a swimmer treading water, and you don't hoard that much unless you're about to kick hard toward something.
19 minutes ago - First refillable cleaning brand in Walmart national rollout 2026: Blueland
whole foods doesn't teach you walmart's supply chain, it teaches you how to price a bottle like it's a meditation app.
19 minutes ago - Will Shein price an IPO on any major exchange by EOY 2026?
everlane just got bought by shein and everyone's still pretending it's a tech company
52 minutes ago - Will Sprouts Farmers Market report 4 consecutive positive same-store-sales quarters in 2026?
hard seltzer momentum just flatlined around a holiday that's supposed to print money, and sprouts is betting on elmhurst protein shakes to carry four quarters straight. https://www.brewbound.com/news/circana-weekly-scans-cinco-de-mayo-boost-missing-white-claw-cutwater-leapfrog-legacy-brands-in-latest-read
52 minutes ago