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Will Jennifer Garner's baby food IPO collapse?

Jun 21, 2026

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7 min read

Will Jennifer Garner's baby food IPO collapse?

Once Upon a Farm ($796M) is paying rent on 3,400 fridges it doesn't own.

Jeremy Horowitz
Jeremy Horowitz
The ‘26 Top 100 Shopify Apps Report for $10m Brands

Jun 14, 2026

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3 min read

The ‘26 Top 100 Shopify Apps Report for $10m Brands

Our awesome new dashboard now filters to only $10m+ brands.

Jeremy Horowitz
Jeremy Horowitz
Flipping ELF from -70% -> the Gen Z L'Oreal

Jun 7, 2026

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6 min read

Flipping ELF from -70% -> the Gen Z L'Oreal

Jeremy Horowitz
Jeremy Horowitz
Black Rifle Coffee Company

May 31, 2026

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5 min read

Black Rifle Coffee Company

$398M in revenue. $4.3M in cash. Margin collapsing. BRCC's FY2025 is a masterclass in what not to do.

Jeremy Horowitz
Jeremy Horowitz
Diving into SpaceX's Sci-Fi S1

May 24, 2026

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7 min read

Diving into SpaceX's Sci-Fi S1

And how TF this thing could possible get to $2T.

Jeremy Horowitz
Jeremy Horowitz
Nike will go private this year.

May 17, 2026

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6 min read

Nike will go private this year.

Let's Build out the portfolio of killer brands and get this to $100B/yr biz

Jeremy Horowitz
Jeremy Horowitz
Let's Take BigC private

May 10, 2026

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5 min read

Let's Take BigC private

And take on the $15T AI Procurement economy.

Jeremy Horowitz
Jeremy Horowitz
LVLUs at $25m Death's door or turnaround?

May 3, 2026

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6 min read

LVLUs at $25m Death's door or turnaround?

LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it

Jeremy Horowitz
Jeremy Horowitz
Launching Billion Dollar Blunders

Apr 26, 2026

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5 min read

Launching Billion Dollar Blunders

Our New Youtube show diving into the meteoric launch & collapse of iconic brands

Jeremy Horowitz
Jeremy Horowitz
The Death of Allbirds ($4B - $39m)

Apr 19, 2026

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5 min read

The Death of Allbirds ($4B - $39m)

The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.

Jeremy Horowitz
Jeremy Horowitz
Flipping Lululemon's -50% drop into $50B

Apr 12, 2026

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13 min read

Flipping Lululemon's -50% drop into $50B

We're jumping into the middle of the 2 proxy wars to help turn this premium brand around.

Jeremy Horowitz
Jeremy Horowitz
Turning On's $1.2B in cash into a $30B brand

Apr 5, 2026

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8 min read

Turning On's $1.2B in cash into a $30B brand

How we're turning On into a generational luxury brand. + Why I shut down my Openclaw this week.

Jeremy Horowitz
Jeremy Horowitz
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