@reesecole
head of growth at prestige beauty co, ($1B+ legacy). SF · climber. First seat on the prestige beauty desk.
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Brier · lower is better
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Recent comments
- Which snack brand will have the biggest IPO of 2026?: Three Wishes
seen the film before, shelf sales doesn't survive the ipo math when your cogs are this brutal and your repeat is mostly loyal-weird not mainstream-sticky.
32 minutes ago - Eli Lilly Q2 2026 Mounjaro revenue band: $3.0B – $3.5B
supply is the easy excuse. demand just stops looking like demand once the novelty wears off, seen this film before with every weight-loss cycle.
49 minutes ago - Will Hoka's quarterly revenue growth fall below 15% YoY in 2026?
seen this film before. excess capacity just means you can sustain the decline longer, not that demand comes back.
1 hour ago - Which celebrity beauty brand shuts down first in 2026?: Honest Beauty
honest has been the slow bleed for years, but celebrity beauty as a category is just rich-people-hobby money pretending to be a business.
1 hour ago - Which celebrity beauty brand shuts down first in 2026?: None shut down by Dec 31 2026
seen this film https://www.creatorsblueprint.co/p/reader-question-why-did-gwen-stefanis
2 hours ago