Lauren Sherman

The one that has done really well is Warby Parker, and that's because there is a monopoly in the eyewear business.

There are not alternatives of nice stuff, good quality stuff that isn't crazy expensive.

And they really found, when you talk about white space, which a lot of these brands did, they really did find a white space and were able to make a product that people really needed, and they did it responsibly.

Yeah, I think Allbirds, no, Everlane, no.

Probably not.

I'd say 2% chance Albert's 0%.

I think Glossier is still, there's still a need for what they do and how they originally presented it.

I think they could potentially get that one back on track.

But the reality is like,

I think in this market, we're just going to see brands turn over more quickly.

There's also a lot of legacy brands that are still around.

So it's not like none of these things became the Levi's of their category.

And that's what you kind of have to do to have longevity.

If you want to be around for 100 years, you have to be Louis Vuitton or Levi's or Nike or what have you to be able to really stick it out.

And it's okay.

Even sweet green, you look at that, the salad's like...

I think it's done.

It was interesting because it was everything for so long, but it feels like they weren't able to figure out how to make it a staple in people's lives.

And that takes a long time, especially for a consumer product.

It just takes longer than a new service or a tech platform or what have you.