Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands
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MISS MOUTHS FINANCIALS
https://drive.google.com/drive/folders/1snuqiStuSSzNw3wSIsU3f4oD6cQkaRKL?usp=drive_link
https://drive.google.com/drive/folders/1snuqiStuSSzNw3wSIsU3f4oD6cQkaRKL?usp=drive_link
CHURCH & DWIGHT ACQUIRES MISS MOUTH MESSY EATER FOR $325M
try saying that 5 times fast
Alllllllright boys and girls we got another one. I always like these ‘smaller’ deals because they outline what is a much more realistic outcome for consumer brands broadly. $300m is very much in the sweet spot...
Updated thoughts on IM8 ($PRE)
A deep dive into the cohort model
IM8 is no doubt one of the hottest brands in consumer right now. I was the first to start talking about the company - I’ve researched, modeled, and written extensively about the business. The CEO danny cam...
How a great subscription business model works
A deep dive into what makes the best brands chad scale
These days it seems as though subscription models are completely unstoppable.
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Co-Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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