Consumer Brands
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Consumer Brands
Warby ParkerWarby Parker
warbyparker.com
Revenue multiples in consumer tech | Software Venture Capital | SaaS Investor
Sammy Abdullahblossomstreetventures.com
Consumer founders today are solving for abundance. Too much food, pollution, stimulation, and connections leads to obesity, climate change, mental health struggles, and loneliness. Problems created by abundance are now matching those created by scarcity. A new chapter for consumer.
-h/t Hugo Amsellem
When behavior shifts radically, companies with “responsive instrumentation” (vertical integration, digital touch points, focus) can adjust real-time to deliver on brand promises.
Adaptability → “Reassurance” → Accumulating Advantage.
Ex: Lululemon’s “Reassurance Multiple”
