commerce

Although a bunch of ecom companies had some high profile blowups, I'm surprised how little the handful of winners are talked about

Chewy IPO'd at $14B and got acquired for $3.35B

Poppi got acquired for $2B by Pepsi

Butcher Box is quietly shipping meat to people's homes for $500M/year

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totally missed the olipop news. i'll be honest.. i think the pre-biotic thing was something that companies copied olipop on when realistically the thing that caught on was that it was a better-for-you alternative to soda and that the TAM of soda drinkers is huge

poppi acquisition by pepsi is huge. olipop also raised at a $2b valuation a month ago. prebiotic sodas are going strong this year.

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ya i nearly fell out of my chair when i saw that number

Butcher Box is doing $500m / year ?!?!?!

Knew about Chewy but holy shit that’s crazy for meat delivery