# Let's Buy a Biz!

> Weekly newsletter covering how I would take over an Ecom company if we acquired it.

This file provides information about Let's Buy a Biz! to help large language models understand and reference this publication's content.

## Posts
- [Flipping FIGS from take private -> $5B](https://www.letsbuyabiz.xyz/p/flipping-figs-from-take-private-5b)
- [SalesForce is the most oversold SaaS stock.](https://www.letsbuyabiz.xyz/p/salesforce-is-the-most-oversold-saas-stock): What they need to clean up so this is an obvious buy for everyone.
- [Warby Parker Isn't a $3B stock.](https://www.letsbuyabiz.xyz/p/warby-parker-isn-t-a-3b-stock): Turning $100m Stock buy backs into properly invested dollars.
- [Slugging Crocs from $6B -> $12B](https://www.letsbuyabiz.xyz/p/slugging-crocs-from-6b-12b): How we're riding high and taking Crocs to the next level.
- [Reaccelerating Yeti to $10B](https://www.letsbuyabiz.xyz/p/reaccelerating-yeti-to-10b): Yeti is 1 of the best consumer brands of this generation. And it still underperforms the S&P.
- [Rent the Runway will be bankrupt by New Years](https://www.letsbuyabiz.xyz/p/rent-the-runway-will-be-bankrupt-by-new-years): You can't lose $6/item rented and be a real biz.
- [Will Jennifer Garner's baby food IPO collapse?](https://www.letsbuyabiz.xyz/p/will-jennifer-garner-s-baby-food-ipo-collapse): Once Upon a Farm ($796M) is paying rent on 3,400 fridges it doesn't own.
- [The ‘26 Top 100 Shopify Apps Report for $10m Brands](https://www.letsbuyabiz.xyz/p/the-26-top-100-shopify-apps-report-for-10m-brands): Our awesome new dashboard now filters to only $10m+ brands.
- [Flipping ELF from -70% -> the Gen Z L'Oreal](https://www.letsbuyabiz.xyz/p/flipping-elf-from-70-the-gen-z-l-oreal)
- [Black Rifle Coffee Company](https://www.letsbuyabiz.xyz/p/black-rifle-coffee-company): $398M in revenue. $4.3M in cash. Margin collapsing. BRCC's FY2025 is a masterclass in what not to do.
- [Diving into SpaceX's Sci-Fi S1](https://www.letsbuyabiz.xyz/p/diving-into-spacex-s-sci-fi-s1): And how TF this thing could possible get to $2T.
- [Nike will go private this year.](https://www.letsbuyabiz.xyz/p/nike-will-go-private-this-year): Let's Build out the portfolio of killer brands and get this to $100B/yr biz
- [Let's Take BigC private](https://www.letsbuyabiz.xyz/p/lets-take-bigc-private): And take on the $15T AI Procurement economy.
- [LVLUs at $25m Death's door or turnaround?](https://www.letsbuyabiz.xyz/p/lvlus-at-25m-death-s-door-or-turnaround): LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it
- [Launching Billion Dollar Blunders](https://www.letsbuyabiz.xyz/p/launching-billion-dollar-blunders): Our New Youtube show diving into the meteoric launch & collapse of iconic brands
- [The Death of Allbirds ($4B - $39m)](https://www.letsbuyabiz.xyz/p/the-death-of-allbirds-4b-39m): The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.
- [Flipping Lululemon's -50% drop into $50B](https://www.letsbuyabiz.xyz/p/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.
- [Turning On's $1.2B in cash into a $30B brand](https://www.letsbuyabiz.xyz/p/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.
- [How the TTS algo actually works.](https://www.letsbuyabiz.xyz/p/how-the-tts-algo-actually-works): + Tin foil hat corner. AI Pumping and freaking out.
- [Solo Stove ($11m) burned itself to the ground.](https://www.letsbuyabiz.xyz/p/solo-stove-11m-burned-itself-to-the-ground): Solo Brands is down 81% + bleeding out, rev -30% in one year, + they're spending $34M on griddles they can't sell - the fire in their logo makes sense now. Plus, I'm building an AI group.
- [1% back on Meta spend. Sleep infused ice cream](https://www.letsbuyabiz.xyz/p/1-back-on-meta-spend-sleep-infused-ice-cream): And Firing your team based on their anthropic usage
- [The ‘26 Top 100 Shopify Apps Report](https://www.letsbuyabiz.xyz/p/the-26-top-100-shopify-apps-report): Now in Dashboard Form: An even bigger, better, badder, detailed-er report covering the winners, losers, trends, and future of the top Shopify Apps.
- [Meta Meltdowns. More Exits.](https://www.letsbuyabiz.xyz/p/meta-meltdowns-more-exits): And it's the best time to be a creator. Which I can attest to.
- [Novo erased $3B of Hims' value. Here's how we get it back.](https://www.letsbuyabiz.xyz/p/novo-erased-3b-of-hims-value-here-s-how-we-get-it-back): Hims went from selling boner pills online to a $2.3B telehealth platform, but then Eli Lily erased 18 months of gains - here's how we fix it. Plus, Learning from DTA brands.
- [DTC Pulse — Week of March 7, 2026](https://www.letsbuyabiz.xyz/p/dtc-pulse-week-of-march-7-2026): The one-person operator era is here. And the gap got wider this week.
- [Wayfair is dying - here's the $3B turnaround](https://www.letsbuyabiz.xyz/p/wayfair-is-dying-here-s-the-3b-turnaround): It's finally time to kill the failing marketplace and rebuild. Plus, the power of posting on LinkedIn.
- [DTC Pulse — Week of March 1, 2026](https://www.letsbuyabiz.xyz/p/dtc-pulse-week-of-march-1-2026): AI is collapsing roles, reshaping infrastructure, and changing how operators work — but the fundamentals still win.
- [AppLovin is printing money + the market doesn't care](https://www.letsbuyabiz.xyz/p/applovin-is-printing-money-the-market-doesn-t-care): AppLovin is an absolute cash MACHINE. What is the market thinking? Plus, Block didn't fire 40% of their staff because of AI.
- [5 Must Read DTC Twitter Posts 2/23/26](https://www.letsbuyabiz.xyz/p/5-must-read-dtc-twitter-posts-2-23-26): 5 posts every DTC operator needs to see this week
- [Klaviyo's dying. Here's how to save it.](https://www.letsbuyabiz.xyz/p/klaviyo-s-dying-here-s-how-to-save-it): Klaviyo's stock is down 61% on an AI transformation story (with compressing margins). Plus, how I'm re-learning how to work.
- [Top 5 DTC Conversations 2/16/26](https://www.letsbuyabiz.xyz/p/top-5-dtc-conversations-2-16-26)