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
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 154 | Founded | 2 years ago | Last Issue | 12 days ago |
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GYMSHARK FINANCIALS & VALUATION
One of my best analyses yet
Drive link below
BEN FRANCIS TO BUY BACK GYMSHARK SHARE FROM GA
A story of multiple compression, preferred rights, and
News broke this week that Ben Francis, the billionaire founder of Gymshark, is reportedly in conversations with General Atlantic to buy back a part of the 21% share that GA bought in 2...
REFORMATION S1 BREAKDOWN
A deep dive
A consumer IPO! A DTC consumer IPO no less! Rejoice! We’ve done it!
REFORMATION FINANCIAL ANALYSIS
https://drive.google.com/drive/folders/1s6Ma4HLAG33QBHLDeF1FJj3c1NdqEDo0?usp=drive_link
https://drive.google.com/drive/folders/1s6Ma4HLAG33QBHLDeF1FJj3c1NdqEDo0?usp=drive_link
Prestige Consumer's $1B Acquisition of Breathe Right - the deal no ones talking about
& why you should care - a deep dive into the transaction
This week, Prestige Consumer Healthcare (NYSE: PBH) - a $2b mkt cap rollup of OTC brands including Dramamine, Clear Eyes, and more - closed its $1.045B acquisition of nasal strip bra...
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Authors
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Co-Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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