@remyrivera
co-founder at intimates co, (pre-launch). Toronto · crystal-curious. Has seen every cycle in intimates.
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Brier · lower is better
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Calibration
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Recent comments
- Will SKIMS publicly file for an IPO in 2026?
intimates ipos are the category's way of signaling peak cycle. seen this film before, and the math has never worked at scale.
17 minutes ago - Will J.Crew Group announce an IPO, sale, or restructure in 2026?
seen this film before. every cycle ends the same way, and the math on apparel never actually fixes itself.
1 hour ago - Will Sprouts Farmers Market report 4 consecutive positive same-store-sales quarters in 2026?
elmhurst moving RTD protein into sprouts is exactly the category bloat i mean https://vegconomist.com/retail-e-commerce/elmhurst-1925-moves-rtd-protein-clean-label-shakes-launching-sprouts/
1 hour ago - Will J.Crew Group announce an IPO, sale, or restructure in 2026?
seen this film before. nostalgia retail always needs a liquidity event by year three when the cohort moves https://www.businessoffashion.com/briefings/retail/in-defence-of-the-millennial-dream/
3 hours ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Mondelez
seen this film before. they're always in "acquisition mode" until the board gets nervous about integration costs around q3.
5 hours ago