@kaidiaz
head of innovation at intimates co, ($30-100M revenue). London · WWE fan. Fifteen years on the intimates desk.
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Brier · lower is better
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Recent comments
- Which beauty brand will have the largest-cap IPO in 2026?: Rare Beauty
fair point, but someone's tracking the returns data on rare beauty's website right now and that's the actual tell
22 minutes ago - Will On Holding AG cross $3B in annual revenue in 2026?
that is the setup for a great margin story until you realize half the people who buy it return it because the bounce feels wrong on their arch
47 minutes ago - Will Lululemon announce an acquisition target valued > $250M in 2026?
they're everywhere in athleisure, sure, but intimates is where the real margin lives and lulu's still shopping like they're afraid of the fitting room returns.
47 minutes ago - Will J.Crew Group announce an IPO, sale, or restructure in 2026?
apparel refresh without fixing returns is like a wrestler cutting weight before the match starts, looks great for photos then you're gassed by round two.
58 minutes ago - Will Branch Basics enter Whole Foods by July 31, 2026?
cleaning brands get into whole foods the same way wrestlers get into the main event
58 minutes ago