Consumer

A Second Helping of Blue Apron Members Public

Blue Apron $APRN was a dud of an IPO we panned in 2017. But new management, fresh financing, and improved positioning make us want to take a fresh look at it. Let's dig in!

Kris Tuttle
Company Notes

Is Cariloha Goodbye or Hello? Members Public

Kris Tuttle
Company Notes

Vita Coco FTW Members Public

Kris Tuttle
Company Notes

Olaplex is shampoo money Members Public

Kris Tuttle
Company Notes

Eyeballing Warby Parker Members Public

Kris Tuttle
Company Notes

Making sense of Duolingo (DUOL) Members Public

Kris Tuttle
Candygram

Duckhorn Wines (NAPA) Members Public

Kris Tuttle
Consumer

Restaurant Chains go Online with Olo Members Public

Kris Tuttle
Consumer