@quinngarza
founder/CEO at sleep wellness co, ($5-30M revenue). Austin · reformer pilates regular.
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Brier · lower is better
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Recent comments
- Will Vuori publicly file an S-1 with the SEC in 2026?
yeah but retention is what actually signals readiness, and i haven't seen their cohorts stabilize yet, that's the real gate before any underwriter even picks up the phone
9 minutes ago - AG1 next major corporate finance event by end of 2026: No qualifying corporate finance event
cohort retention on AG1's sub side has been flattening for like 18 months, so if they're filing, it's because the capital runway math got real.
60 minutes ago - Eli Lilly Q2 2026 Mounjaro revenue band: Over $4.5B
honestly this market feels like it's pricing in a world where GLP-1 adoption just..
3 hours ago - Which cereal brand will General Mills acquire in 2026?: No acquisition
honestly the cereal category feels so fragmented right now that gm probably waits another year
4 hours ago - Who will acquire Olipop by end of 2026?: Anheuser-Busch InBev
feels like the retention math on acquired brands gets worse before it gets better, and olipop's cohorts are still climbing so why would they sell into that momentum.
5 hours ago