Allbirds has NEVER made profits. With 4 years of cash in the bank, Allbirds will have time to outgrow its zombie status.
We’re taking Rent the Runway to the cleaners and Analyzing Verticals of the Top 100 Shopify Brands.
Wolverine slipped, but it doesn’t have to fall. Plus, some unsolicited holiday advice.
Analyzing the monumental downfall of a mismanaged biz.
Breaking down how we can ride ELF’s dominating stock position.
Wayfair’s in bad shape; Plus, the people who’ll change your life.
How I’d turn around Instant Pot after Chapter 11 + What % of Rev are you spending on Marketing?
How buying Bed Bath & Beyond was the worst move of 2023. A second chance for brunch.
Diving into Klaviyo's S1 So you don't have to read 200 pages. + in NYC? Let me buy you brunch!
Diving into what happened to the DTC darling that took the world by storm, but has gone no where since it's IPO.
Let's fix this biz and make billions doing it.
How we're going to make $2B flipping BigC in 5 years.