food

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

Beyond Meat is a Little Fishy Members Public

Kris Tuttle
Consumer

Aramark IPO offers mediocre food at scale Members Public

Kris Tuttle
Consumer