Oct 5, 2025
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8 min read
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?
Sep 28, 2025
10 min read
Lulu’s 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.
Sep 21, 2025
Oddity has beautiful fundamentals, and they’re only getting better—so, let’s throw rocket fuel on this ship and 3x them. Plus, real examples of how I use AI every day.
Sep 14, 2025
Apple didn’t bite, but we could build a $500m/yr Kirkland line here + scale Costco even higher. Plus, rumors of the great AI demise.
Sep 7, 2025
9 min read
ELF is the only possible challenger to multi-gen beauty empires like Coty and Estée—and here’s how they get there even faster. Plus, Coco CRUSHED August!
Aug 31, 2025
Wolverine Worldwide is clawing back from a disastrous 2024, but we can sharpen their focus and make them the ultimate portco. Plus, I’m building branding docs in 20mins with ChatGPT.
Aug 24, 2025
Nature’s Sunshine’s a 51-year-old biz, but that doesn’t mean we can make it a lean, mean, modern money printing machine—so, let’s do it. Plus, why ChatGPT finally won my business.
Aug 17, 2025
Turning $5B ->$10B by unwinding this eCom aggregator. Plus how we're 2xing Coco this year with 2.5 people.
Aug 10, 2025
Does it actually show the consumer is spending more. Plus, Coco’s monstrous July update. Best month yet.
Aug 3, 2025
7 min read
Black Rifle Coffee’s been barely treading water—here are 3 bets they need to make to walk in Red Bull’s footsteps and become a household name. Plus, the Q3 Test promo.
Jul 27, 2025
Lemonade has horrible current #s and incredible potential—so, let’s unlock it and overthrow insurance giants. Plus, we’re moving again... and bought Lemonade!
Jul 20, 2025
BarkBox has great bones and shouldn’t be a penny stock. We’ll make 3 incredibly obvious moves to get it to $1B. Plus, how we saved Coco from Financial ruin last month.
