Some chick thoughts for you:
Lulu isn’t cool anymore.
Rent the runway not big with gen z (too much $, not funky enough) and millennial women are moving into mom style with a fewer items, better quality and pairs with anything outlook. RTR needs monthly subscribers to work, not just one off event renting…
Agree on ulta. Throw in some target while you’re at it (ulta and target have a partnership). Or even gap if you’re anti-target.
Pro tip: instead of using the weather app in social situations. Use Zillow. It is both interesting, and makes it look like you’re looking for a house.
For this reason.
$Z calls
Makes sense. Robinhood is a levered bet on the market.
Look how much of their revenue comes from crypto and options. They also have a high Gen Z and younger millennial user base. They will feel market distress.