What Casper’s IPO filing says about the ‘DTC’ playbook — and about Casper’s future
Can the mattress startup become ‘the world’s most loved and largest sleep company’?
Casper, the pioneering direct to consumer mattress startup, filed to go public last Friday.
Casper is the first of the iconic, 2010s-era direct to consumer product brands — the “Warby Parker for x” set — to file to go public and reveal its finances, unless you maybe count Peloton.
So while each of those companies — Warby Parker, Away, Harry’s, Everlane, etc. — is different, Casper’s filing may offer a temperature check for that sort of business, how well it’s living up to its promise, and where things are going.
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