Felipe

[Felipe @fzardo]

@ryanmcraver High margins though…

[Felipe @fzardo]

@ryanmcraver Not sure even Amazon can fix:

- Revenue down 9.8%;$70.5M
- Net loss ~$30M
- EBITA of…checks notes.. -$18M

Brand in trouble. Tech bros all wearing $ONON now…

[Felipe @fzardo]

@ryanmcraver @Veeqo Savage

[Felipe @fzardo]

@ryanmcraver It’s all fun and games until you need to turn a profit….

[Felipe @fzardo]

@SheaSerrano @Keubiko

[Felipe @fzardo]

@ryanmcraver You were complaining about SFS economics the other day and think subscription for essentials pencils!?!?

[Felipe @fzardo]

@ryanmcraver Also got sneaky good at E-commerce

[Felipe @fzardo]

@ryanmcraver If done properly it is. Requires lots of cross functional alignment to do it right though

[Felipe @fzardo]

@ryanmcraver And $APPL

[Felipe @fzardo]

@SenorSharkFin @DKSportsbook @DraftKings @darrenrovell That’s weak AF

[Felipe @fzardo]

@ryanmcraver Witchcraft

[Felipe @fzardo]

@ryanmcraver This trend needs to die

[Felipe @fzardo]

@Keubiko @lhamtil Another patented feature is their Auto Open at the end of the cycle where the door is cracked a bit to help things to dry completely.

[Felipe @fzardo]

@MattWilpers @onepeloton Giddy up

[Felipe @fzardo]

@ryanmcraver @lululemon @aloyoga @Nike Grey market doesn’t count. Another one from up north @ARITZIA

[Felipe @fzardo]

@ryanmcraver @lululemon @aloyoga They’re on. How about @Nike?

[Felipe @fzardo]

@ryanmcraver Unfortunately

[Felipe @fzardo]

@ryanmcraver @Allbirds BTW. Allbirds is far from a mass brand.