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IPOs
Executive Briefing
Actually, Birkenstock’s IPO was fine
Don’t worry about this week. The IPO ‘pop’ remains dumb.
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Executive Briefing
The new rules of airline loyalty
Delta hoses its middle class. Also: The imminent iPhone-cable whinefest. Birks. And $5.6 billion for Twinkies in the age of Ozempic.
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Prospectus Prospectus
Instacart got huge. It’s going public. Now how will it grow?
Analyzing the online grocery service’s S-1 filing.
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Executive Briefing
Cava gets it done with a big IPO
For all the decades of excitement around Chipotle-for-
x
concepts, few have made it this far.
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Prospectus Prospectus
Analyzing Cava’s IPO filing
Is the fast-casual Mediterranean chain ready for pickup?
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Executive Briefing
Rent The Runway and the ‘end of ownership’ question
The fashion rental service is trying to go public with major losses. Risqué, or just risky?
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Executive Briefing
Warby Parker proves that the Warby Parker model works — for Warby Parker
Warby’s pitch to investors today, ahead of its direct listing, is remarkably similar to its pitch from more than a decade ago.
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Executive Briefing
Airbnb and the future of travel
Even with a vaccine, travel won’t be the same for a while. Advantage Airbnb.
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Executive Briefing
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’?
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Executive Briefing
The peaks and valleys of Peloton’s IPO filing
Peloton has a hit on its hands. What will it become?
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Executive Briefing
Why WeWork is worth rooting for
Plus: The consumer nuggets in WeWork’s IPO filing.
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Follow the Money
Why there haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups
Three years after Dollar Shave Club’s big deal, it’s been an anomaly so far.
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Executive Briefing
The consumer habits revealed in Uber and Lyft’s IPO filings
Most people still don’t use Uber or Lyft. Will they ever?
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Executive Briefing
Netflix as the global culture platform, Starbucks the currency
How big can Netflix realistically get?
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