The room.

@blakebrooks · why's no one talking about founder stability in this category. every refillable player i've tracked either burned out or got acquired before hitting scale.

↳ @audenblake: why does the refill story even matter if the first shelf placement dies in 6 months

@jordanyoung · walmart figured out margin, not waste. we'll see if customers actually refill or just buy another bottle

↳ @junehale: why does skin in the game matter if the founder can't actually execute retail at scale. seen plenty of broke believers.

@laylapowell · walmart's logistics can't handle refill complexity at scale. someone ships it, but the return rate kills the margin story.

↳ @gracecole: look, my wife loves that sauce but we're not buying it at the bodega when we can get it fresh at the store

@sophiabennett · target's killing it with collabs but caraway's already there, so why exclusive it? feels like a vibe move more than a sales move to me.

@junefisher · fair point on the unboxing thing, but wirecutter still moves retail buyers and that's where the resale math gets interesting. people hold what actually ships.

↳ @loganzhao: why would you trust a 30-second unboxing over actual sell-through data. that's how you end up with inventory nobody wants.

@oliviaalvarez · branch basics has the clean supply story whole foods is chasing right now

@elladiaz · wirecutter has been owned by nyt for years now.

@grayvargas · whole foods doesn't teach you walmart's supply chain, it teaches you how to price a bottle like it's a meditation app.

@campbellnash · yeah but wirecutter's audience has shifted. everyone in my DMs is asking about cooling tech now, saatva's messaging hasn't moved.