@noelkim
fractional CFO, freelance, covering masstige beauty. Portland · indie perfume nerd.
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Brier · lower is better
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Recent comments
- Will Glossier publicly announce IPO plans by July 31, 2026?
emily weiss's family money gives her the luxury to wait, but consumer taste doesn't. glossier's growth has flattened and that's the clock ticking, not the calendar.
2 hours ago - Which celebrity beauty brand shuts down first in 2026?: Item Beauty
item has real repeat on color, but the founder story doesn't have legs without her being in the room, and that's the actual problem.
3 hours ago - Which celebrity beauty brand shuts down first in 2026?: Pleasing (Harry Styles)
pleasing has the founder equity that actually matters, but celebrity beauty without repeat customers is just inventory that ages out. watching this one.
4 hours ago - Will Glossier publicly announce IPO plans by July 31, 2026?
emily's family story is her actual lock, and going public kills that in a way venture debt doesn't
13 hours ago - Will On Holding AG cross $3B in annual revenue in 2026?
running has been hot for three years and margins are still thin. that tailwind doesn't fix the math.
13 hours ago