Consumer

Money is a YETI 110 iced down with some silver bullets.

When a brand name is woven into popular country songs it’s definitely made a mark. YETI Holdings (NYSE: $YETI) will be coming public this week (prices Wednesday) and promises to be one of the next public niche consumer brands like Duluth Holdings ($DLTH) and Canada Goose ($GOOS). In short, we expect the IPO do well…

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The Eventbrite IPO

If you attend conferences, go to meetups or see local talent at smaller venues you have probably used Eventbrite (NYSE – $EB). Their IPO is scheduled for tonight (Wednesday) by Goldman, JPM, Allen and a few others. The proposed price range was just bumped up to $21 to $23/share. EB makes their money with ticket…

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The FarFetched IPO

Sometimes the title of an IPO note writes itself! 😉 FarFetch ($FTCH) is another online platform for “luxury goods” is preparing to test the IPO market this week. It’s a quality deal so it’ll get done. The question is what is the long-term potential for a company that provides online merchandising and sales. There’s been…

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Funko Pops

A couple of months ago my youngest son (age 11) gave me a copy of his updated wish list and it was a big departure from past years. Instead of a list of assorted items it had a dozen items in order of “what I want most” and they were all Funko Pop figures. I…

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What is this Opera about?

After two decades Opera Software (NASDAQ OPRA $10-12) has launched an IPO in the US. The deal is expected to price today, July 26th for trading tomorrow. Growth is being driven by the new Opera News product which fills a gap for users wanting a personalized experience – especially outside of developed countries and with…

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EverQuote or EverCrap?

Talk about marketing an IPO! The EverQuote ($EVER) IPO roadshow leaves you with the impression that this is a technology company that have made it easy for consumers to get insurance quotes in an online marketplace and buy coverage online. Their presentation is all about their large technology team and the incredible problem they have…

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The Spotify

The Spotify Deal Call it what you will (IPO, DPO, simple listing) but Spotify (NYSE: SPOT) will begin trading in the public markets on April 3rd. The shares have a trading and price history that the company includes in their prospectus – they place a high emphasis on “transparency” in their corporate culture. Spotify is…

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Cardlytics Gets Banks into the Online Ad Game

You know it had to come eventually – banks know what you buy with your debit and credit cards and that’s information that can be sold! It’s a bit sad as ads will intrude into yet another part of your routine. And again you didn’t ask for it, but you’ll be getting it all the…

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Can ADT Dance?

ADT Introduction ADT has been around for a long time – they were founded in 1874 and pioneered the current security monitoring business in 1920. They are the giant in the home and commercial security market with over 8 million customers and 18,000 employees in 200 locations. The company has a checkered history – they…

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Stitch Fix has sown up a good clothing business.

Stitch Fix (SFIX) is a service that aims to upgrade your wardrobe right at home. They have embellished the story by talking about “using AI and data science” to make “the future of retail” for clothing. The company is offering 10 million shares at $18-20 with Goldman Sachs and JP Morgan leading the charge. At…

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