Member Brief: Liquid Death Wins

The old adage goes: “First they ignore you, then they laugh at you, then they fight you, then you win.” It seems as though Liquid Death’s “laugh at you” stage lasted longer than what is typical. There is a reason that many analysts failed to see the power of Liquid Death. More on that in a moment.

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Member Brief: Peloton’s Wholesale Push

Peloton’s wholesale push continues as the company pivots from DTC darling to wholesaler. First, it was Amazon. Now, the company has announced its exercise bikes will be for sale at Dick’s Sporting Goods stores around the US, starting with more than 100 Dick’s locations.

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Member Brief: A Flurry of Acquisitions

Following a recently announced acquisition of Hero Cosmetics, there has been a recent burst in brand acquisitions – a win for a down-and-out retail category. Here’s how we packaged one of several takeaways from the Hero Cosmetics story:

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