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ALD and Kith came to mind at first, but no they've taken funding on for growth. A Cold Wall took money grew and had a full exit. That may not be repeated in that realm. Taking money does bake in the need to grow and for a return for the investors. I always think it starts a count down the moment they do, so a lot of the DTC plays and low interest rate stuff that might have given brands promising stories has kind of died while the clock was running out on them, and you're seeing that exit move five years later.Are there any brands from the past decade that have seen big growth without PE investment? Seems like every other week I hear about another BoF feature on PE-backed brands trying to exit.
Over the past few days I’ve been really diving deep into Bode, which as far as I know hasn’t taking on any outside investment according to Lauren Sherman on Puck back in 2023. It sounds like they have been profitable from the start but top line figures haven’t broken past $10m (according to that same report). It’s probably helpfully that Emily Bode herself probably had some money as a cushion to get to that point, so that shouldn’t be discounted. Now it’s a question of if they would take on outside investment, and there have been rumours of LVMH Luxury Ventures investing with a minority stake.ALD and Kith came to mind at first, but no they've taken funding on for growth. A Cold Wall took money grew and had a full exit. That may not be repeated in that realm. Taking money does bake in the need to grow and for a return for the investors. I always think it starts a count down the moment they do, so a lot of the DTC plays and low interest rate stuff that might have given brands promising stories has kind of died while the clock was running out on them, and you're seeing that exit move five years later.
I do know that as a business grows in apparel it can take everything to go back into funding next years products and marketing. There's some pretty major canyons to bridge as you scale up and it's a good problem that hopefully brands and their management get to solve. I'd love there to be paths for viable smaller independent brands that take in low seven figures, get there bootstrapped, make great stuff, with good people, and stay there and keep just going and be the right size.
Finding that perfect in-between with both brands would be difficult I’d imagine. You don’t want to overprice something outside of the normal price range. A brand operates in and you don’t want to lower the price point or quality of a product and risk the reputation of another brand. Has there ever been a collab run where it elevated one or both brands?Relatively smaller collab runs are bound to be more expensive to produce and more difficult to sell (new patterns, smaller fabric runs, limited interest). So, brands either have to charge higher prices than standard products or use cheaper materials if they want to keep the pricepoint lower.
This must be how we're going to Children of Men ourselves. Polyester underwear
Effect of different types of textile fabric on spermatogenesis: an experimental study - PubMed
The effect of different types of textile fabric on spermatogenesis was studied. Twenty-four dogs were divided into two equal groups, one of which wore cotton underpants and the other polyester ones. Seven dogs wearing nothing were used as controls. The underwear was fashioned to fit loosely in...pubmed.ncbi.nlm.nih.gov
Ability to target different customer segment and wider distribution through Nike's larger number of retailers. Appeal to aspirational buyers of the brand without diluting brand value through discounting of own brand while maintaining price integrity and framing of their brand.I’m just trying to understand how this benefitted Sacai. I’d usually want to keep my designs for my own brand rather than sharing them with someone else and selling it at a lower price
Don't look at me. I've worn performance boxer briefs forever, and I have 3 kids of my own.This must be how we're going to Children of Men ourselves. Polyester underwear
Effect of different types of textile fabric on spermatogenesis: an experimental study - PubMed
The effect of different types of textile fabric on spermatogenesis was studied. Twenty-four dogs were divided into two equal groups, one of which wore cotton underpants and the other polyester ones. Seven dogs wearing nothing were used as controls. The underwear was fashioned to fit loosely in...pubmed.ncbi.nlm.nih.gov
Don't look at me. I've worn performance boxer briefs forever, and I have 3 kids of my own.our
Yeah that makes sense. I wasn’t complaining but was curious. Still a fan of both brands!Ability to target different customer segment and wider distribution through Nike's larger number of retailers. Appeal to aspirational buyers of the brand without diluting brand value through discounting of own brand while maintaining price integrity and framing of their brand.
Now that I've had a chance to try it all on, I'm happy with about 90% of it. All the baselayers and midlayers fit well, and the dot-knit hoody and tee had a nice amount of slouch while still fitting well. All of the fabrics felt so cozy and warm. The construction of the outerwear was all pretty impressive. I feel like I could have gone down a size on the 50/50 mountain jacket and the geodesic shell, but I am doing my best to embrace the purposely roomy fit. The two misses for me were the hiking boots and the gaiter. The boots were some of the worst things I've ever put on my feet- no support, flimsy materials, basically felt like cheap fashion boots rather than hiking boots. The gaiter had no way of staying up on my face other than cinching it tight and making my nose hold it on my face.I picked up both colorways of the hoodie and t-shirt. I thought they were alright. The kangaroo pocket and that second hood were disappointing though.
I also picked up the full set of the base layer. That was the better purchase for me.
I tried the 50/50 jacket at Dover Street Market in Manhattan. It was incredibly disappointing. I was going in thinking it would be something close to the Summit Series 50/50 Breithorn jacket (I don’t own it, but when I tried it out, I liked it), but it wasn’t even close. No internal pockets. I’ll stick with the standard Breithorn.
The employee mentioned that outside of the 800 ProDown, it’s purely a fashion piece, not a technical one. And that’s okay. It just wasn’t for me.
They announced a second series today.
Edit: I found that some of the Nike Gyakusou and Nike Undercover stuff was much better. Here are some of those examples:
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