Canada Gooseās been treading water for 3 years, but weāll get them soaring again by aggressively refocusing and investing in what actually matters. Plus, the Coco September Update.
On Running is doing ridiculously well, but they need to avoid some common mistakes to become a generational brand. Plus, do you know your Weeks of Inventory?
Luluās is the perfect candidate for the Sanocki special: cut hard, obsess over profitability, and sell to the highest bidder. Plus, the death of affordable brands.
Oddity has beautiful fundamentals, and theyāre only getting betterāso, letās throw rocket fuel on this ship and 3x them. Plus, real examples of how I use AI every day.
Apple didnāt bite, but we could build a $500m/yr Kirkland line here + scale Costco even higher. Plus, rumors of the great AI demise.
ELF is the only possible challenger to multi-gen beauty empires like Coty and EsteĢeāand hereās how they get there even faster. Plus, Coco CRUSHED August!
Wolverine Worldwide is clawing back from a disastrous 2024, but we can sharpen their focus and make them the ultimate portco. Plus, Iām building branding docs in 20mins with ChatGPT.
Natureās Sunshineās a 51-year-old biz, but that doesnāt mean we can make it a lean, mean, modern money printing machineāso, letās do it. Plus, why ChatGPT finally won my business.
Turning $5B ->$10B by unwinding this eCom aggregator. Plus how we're 2xing Coco this year with 2.5 people.
Does it actually show the consumer is spending more. Plus, Cocoās monstrous July update. Best month yet.
Black Rifle Coffeeās been barely treading waterāhere are 3 bets they need to make to walk in Red Bullās footsteps and become a household name. Plus, the Q3 Test promo.
Lemonade has horrible current #s and incredible potentialāso, letās unlock it and overthrow insurance giants. Plus, weāre moving again... and bought Lemonade!
