What Laird + Navitas, ABH’s recap, and a Flux episode reveal about where real value is.
Golden Goose at $2.9B, Vacation’s $80M sprint, Costco’s tariff hedge, and early-stage pattern recognition.
Fertility roll-ups, protein milk, medical skincare - and why systems win
Scarcity, tariffs, and why K-beauty’s first M&A wave just got repriced.
Dos Hombres scales with new funding, Nestlé tests the market for Blue Bottle, and CPK becomes a brand-first acquisition, and the playbook behind a high-retention skincare brand.
Athlete deals end, DTC brands transition, and a micro-cap delivers a strategic win.
Perelel’s growth, Function’s rocketship membership model, Topgolf’s reset, and what Willow Growth says founders still get wrong.
Fairlife’s rise, SKIMS’ next chapter, and why Wildgrain cracked the subscription code.
Longevity meets creator capital, toys go fashion, and Courteney Cox redefines home care, plus KarpReilly’s Drew Skolnik on what “good” looks like in 2025.
Premium produce gets private equity, Justin’s regains its founder DNA, and Red Antler launches a brand-first venture fund.
Chobani’s $20B valuation, LVMH’s Kendo playbook, and KilgourMD’s $5m raise, plus Immi Co-Founder Kevin Lee on building a better bowl.
Alec’s Ice Cream’s $11M raise, Halfdays’ push into technical apparel, Kylie Jenner’s Sprinter RTD, and how &Collar’s Founder rebuilt a $10M DTC brand from scratch.
