Casper Aside, Consumer Brands are Thriving

All of these consumer brands end up being about two things, customer acquisition cost and lifetime

The optics of successful liquidity events for Blue Nile, Zullily, Chewy and Zappos, and the incredible traction in the 2000s of The GAP as a public vertical consumer brand established meaningful consumer business outcomes. These potential to repeat history through a new crop of Direct to Consumer upstarts paired well with the pent up venture capita... See more

For Allbirds, this strategy can begin to address a unicorn status that was surely shaken by the IPO of Casper, Away’s recent struggles due to a global drop in travel and cap tables across the board have greatly reduced exit optionality. If Allbirds can continue building its own brand while becoming the authority and sustainable supplier to well-kno... See more

Warby Parker, Casper, and Bonobos led a wave of sweeping disruption for consumer brands in the early 2010s. There’s an exciting new brand for every product category from toothpaste to air conditioners.