@Cyrild1993@QuiverQuant dont they have products for weight problems, male pattern baldness and erectile dysfunction
sounds insanely correlated amongst men in america, a huge tam, a developed platform, shaky supply chain? idk about how trusted
i get these arent products they make, more a middle man?
@longinvest32 the health revolution should be happening. so many people are a mess. i feel like $hims can address so many general health problems for people, its not a single serving per customer. Wish we could see that subscriber spend metric
As long as they remain trusted, they could boom
@frangillaw@gnoble79 then why are deliv numbers so important. same shtick every quarter. its played tf out. his timelines are off by a factor of 5. optimus is still behind a curtain. terafab is still a dirt field. he has masterplans, he scales, but shit been slow
A good example i can use is Michael Kors bags. There was a season of a year where every female walking in public had an MK bag. Now every dude has some comfy shoe, nikeโs are gone bro. The decline is real. All cause an all-in strategy shift during covid played out wrong
@lonnylemonlocks @cryptodude999 Alani aint Red Bull but its close to Monster very close, as far as zing and taste. Just preference. Good acquisition
Celsius wont crush internationally, 5% of rev, Monster 40%
Caffeine caps in China.
Growth has a ceiling. I dont think they fly