Getting FIGS back on track is just what the Dr. ordered (and we’re the Doctor on call). Plus, I talked on DTCx8 this week. Here are my 5 holiday hacks to win BFCM ‘24.
Luxottica is uniquely positioned to continue to roll up + dominate the eyewear market (and change the future via wearable tech) in the process. Plus, the big biz secret about invoices.
Unless new grillmasters step in, Traeger’s toast—and we have the PE BBQ apron at the ready. Plus how much is everyone else growing.
Netflix is doomed to lose to Big Tech in the Content Wars, but with a few ambitious moves, it might just be standing alongside them in the end. Plus, why you always need partners.
Warby is in a fascinating, dangerous place: they need to aggressively cut costs and more carefully expand their retail footprint to reach the next level of profitability and growth. But can they?
For Shopify to hit a $1T valuation, it needs to completely disrupt retail the same way it disrupted eCom. Kohl’s is their way in. Plus, the value of over-delivering in key moments.
Hims could become the greatest DTC Brand of all time: they’re uniquely positioned to disrupt Big Pharma. Plus, why I got into PE > everything else to build wealth.
Black Rifle Coffee is falling prey to the same mistakes that every other DTC darling made. Only strong leadership (we) can fix it. Plus, how I’m getting 5% on my liquidated 401ks before deploying that capital.
It may seem far-fetched, but if MSFT bought SHOP, it could (lucratively) turn the eCom world on its head and usher in the future. Plus, the importance of deal terms in M&A.
Revolve hasn’t done anything catastrophic, but the big ship is slowly taking on water. Plugging the leak now will be key to long-term health. Plus, how our 3 deals falling apart has created a massive time saving for me.
Crocs is entering legendary brand status, and we don’t have many notes for them. But let’s talk about 2xing the brand and expanding its portfolio. Plus, I give the full breakdown of why I just liquidated my 401ks.
Stitch Fix had a lot of interesting ideas, but they’re now reaping what they sowed: this biz won’t last another 2 yrs. Plus, why I write LBAB!
