Making Cents of DTC
Drew FallonMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | drewfallon.substack.com |
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Only Fans Financial Breakdown
Despite the fact that this is actually some of my best work- I am a little late on this admittedly. Having a newsletter is actually a decent amount of work. Anyways, Only Fans filed financials the other week and MAN WAS IT JUICY.
Where Allbirds went wrong
It’s no secret that Allbirds - the once darling DTC company - has struggled immensely since its public market debut. Most twitter thought bois and investors have chalked it up to one thing: investors just hate DTC companies.
Mars' Acquisition of Kellanova
Mars recently announced plans to acquire Kellanova (maker of Pringles & Pop Tarts) for $83.50 per share, or a 44% premium to Kellanova’s stock pice (NYSE: K) - imputing an eye watering $36B valuation. This Deal is so big that the consumer a...
$HIMS 2Q24 Earnings Breakdown
HIMS stock is down slightly after reporting Q2 earnings - but this company is on fire.
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Authors
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Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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