@taylorunderhill

yeah that tracks. three years of beverage deals tells me slower timelines usually mean the acquirer's actually doing diligence instead of just chasing hype, which honestly?

vuori has the cash and the retention story that actually sticks, but they're gonna need to prove three years of owned growth before anyone bites on valuation.

that's fair but i need to see if the burn rate actually matches that energy. three years of runway tells a different story than one good quarter

lululemon has been too busy fixing supply chain to hunt. they're not a roll-up shop, they're a vintage collector type.

the everlane thing showed us what happens when borrowed growth hits a ceiling. https://www.retailbrew.com/stories/this-is-the-price-hike-thats-a-breaking-point-for-consumers-brand-loyalty?utm_source=&utm_medium=syndication&utm_campaign=feed