D2C still attracting nice investments with a great growth story.

Funding of eCommerce rollups continues at a record pace. How many of these rollups actually have defensible businesses? It’s not clear to me at all.

Series C. No mention of profitability here. It can’t be an easy business to run!

They will become the biggest DTC player in healthcare apparel. All metrics pointing in the right direction, in a growing sector.

This is so useful for a few reasons. One, it’s digital. It’s not limited by the physical. So the creative surface area is infinite. We are on a multi-decade shift from spending more time in physical worlds to spending more time in digital ones. These sort of “bridge” solutions will pop up in this interim period to help bridge the gap. I don’t know if it will work. But SOMETHING like this will.

“Reels in $$” was taken. I like underserved categories but like everything the success of this will depend on inventory.

Raises $200M at $1.8B valuation. This is an undeniable supplier as well as consumer trend to ethically source products.

They specialize in food that would otherwise be wasted, which is an idea I can get behind!

Why aren’t startups like this funded and founded more? I think we know the answer, but seriously VC community get with it.

Look out Spanx?

Still losing money. Only 36% gross margins. Perhaps this should have been a SPAC?

Taking more capital is risky - not a sure bet. Is this a multi-billion dollar franchise? I don’t see it …

What is this 2001 again? Does Honey already need to be reinvented?

If VCs wanted to put money into the bank accounts of Facebook and Google, you would think there was a more efficient way…

Ro was looking to go public via a SPAC, but looks like that didn’t happen…. is this one case where new money is a red flag?