Nick Martell
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Appearances Over Time
Podcast Appearances
Jack and I have been keeping track for you all year of the millennial cringe stocks.
Breakout brands that define the 20 teens not living their best lives anymore.
See, BuzzFeed got bought for pennies.
Lulu's down 75%.
Casper is no more.
Allbirds is now AI.
And Everlane, Jack Everlane?
No, they got Shein.
Yeah, they got she and yeah, it's a verb now.
And you might have to add Oatly to the list.
The stock is down 98% since their 2021 IPO.
Basties, for a decade, oat milk was the disruptor of the cafe.
They made almond milk drinkers look out of touch.
Oh, almond milk, you're a carnivore.
Oat milk is the first alternative milk that was so in demand that Starbucks charged a surcharge for it.
That'll be a double digit latte because it's 50 cents extra for the oat.
But like plant-based meat, plant-based milk fell victim to fads.
The consumer pivoted back to the cow.
Big carbon footprint and all.
But besties, here's what Jack and I find fascinating.