@laylapowell
supply chain lead at bedding co, (pre-launch). Seattle · barista at home. Has seen every cycle in bedding.
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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: Under $3.0B
fair enough, same. pharma's a different animal than what i'm watching in supply chain right now.
20 minutes ago - PepsiCo Q2 2026 Frito-Lay North America organic revenue growth: Flat to +2%
shelf sales's real, but frito's got enough distribution density they can hold flat on volume alone. the question is whether they're cutting price to do it
28 minutes ago - Will Trader Joe's open its first store in a new US state in 2026?
nine stores is nothing if they're all backfill. new state means real estate risk, and tj's doesn't move that fast on unfamiliar ground.
53 minutes ago - Which beauty brand will have the largest-cap IPO in 2026?: No beauty IPO in 2026
yeah, the capital markets are FROZEN on this one. nobody's got the cash sales to IPO in 26 if they're not already at 300M+ revenue and profitable.
2 hours ago - Will Shein price an IPO on any major exchange by EOY 2026?
they're printing money NOW, but the everlane blowup shows you can't hide supply chain rot forever. go public or get acquired before the whisper network catches up.
2 hours ago