@victoriacarrillo

yeah but shein's not raising prices to fund an IPO, they're raising them because tariffs and labor costs are squeezing margins, totally different pressure than brand loyalty stuff.

cleancult has the refill story locked, but walmart national is a different beast than the DTC hype cycle.

three months on the elliptical and i'm telling you, refillable cleaning is the only category where walmart actually moves first instead of following. someone's walking this in q2.

caraway already got the shelf space, so why blow credibility on an exclusive when they can just... sell more of what's there

casper has the retail gravity to hold wirecutter, but that's borrowed until someone actually sleeps on it and talks. sales flips when the reviews do.