Honest Co. survived an absolute pummeling in the public markets, and they’re making strong moves—but we can take them to the next level. Plus, happy Father’s Day!
AKA Brands will probably be acquired this year, so let’s roll out the acquisition, streamline, and scale playbook. Plus, why AI will make technical SEO sexy again.
It’s rare that a biz makes every possible bad decision, but Grove did, so let’s learn from them. Plus, how was May for Coco?
Rent the Runway is staring down certain bankruptcy—we’re gonna break down 3 existential mistakes they made in the last 16yrs. Plus, my podcast tour.
Overstock.com is a Frankenbiz dumpster fires, and for the love of god, we gotta put it down. Plus, if you’re looking to exit a biz, take a year to properly prepare.
LVMH, the luxury brand god, has gotten rocked in the markets by being slightly less perfect. So, we’ll scoop up shares + help them 4x. Plus, how traffic lights will change how you communicate with your team.
We’ve been monitoring FIGS’ financial vitals, and they need medical intervention to survive global trade hell. Plus, my April Update for Coco.
It’s truly shocking that Allbirds is still being traded, but we’re going to give them a merciful end and recoup as much $ as possible. Plus, where is the economy?
Warby has a once-in-50yr opportunity to position itself as a cultural powerhouse + create demand vs. capture it—and we can get them there. Plus, keeping heads down in Q2.
Solo Brands is technically bankrupt, but we can make a bunch of money off some tactical unloading (and save Chubbies in the process). Plus, why you need to make harder decisions ASAP.
Uncertainty is crushing Lululemon’s stock, but that presents us a legendary opportunity: to optimize, innovate, and collab our way to $100B. Plus, the Coco Monthly update.
Nike is treading water and fighting off the barbarians at the gate, but we can save them, unlock their next half tril of growth, and ensure they keep doing it for another century.