Alexander Heckmann (@adheckmann) 's Twitter Profile
Alexander Heckmann

@adheckmann

Building new SAAS & learning. Co-Founder @Irisfinanceco Founding Team Clean.io (Acq Nov 22).

ID: 87585045

linkhttp://irisfinance.co calendar_today05-11-2009 01:23:19

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Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Novo Nordisk shares were down 20% yesterday after the company lowered sales guidance down to 11% YoY, down from 16.5% previously as lingering competitive pressures are weighing (haha) on sales NOVO specifically cited reduced sales for wegovy & ozempic due to knockoffs DESPITE

Novo Nordisk shares were down 20% yesterday after the company lowered sales guidance down to 11% YoY, down from 16.5% previously as lingering competitive pressures are weighing (haha) on sales

NOVO specifically cited reduced sales for wegovy & ozempic due to knockoffs DESPITE
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

QUINCE RAISES $200M AT $4.5B VALUATION FROM ICNOIQ CAPITAL Quince raised a series C of $120m earlier this year in January from 8VC, DST, and more. Quince has raised over $400m - an absolute monster Brand's estimated revenues: 2023: $221m 2024: $340m 2025: "over $500m"

QUINCE RAISES $200M AT $4.5B VALUATION FROM ICNOIQ CAPITAL

Quince raised a series C of $120m earlier this year in January from 8VC, DST, and more.

Quince has raised over $400m - an absolute monster

Brand's estimated revenues:

2023: $221m
2024: $340m
2025: "over $500m"
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Purple Mattresses ($PRPL) is quietly transforming. After earnings yesterday, its clear that for the first time ever, offline revenue will outpace DTC in % of sales this year From a pure DTC play to a legit mattress supplier, this shift changes everything Let’s break it down 👇

Purple Mattresses ($PRPL) is quietly transforming. After earnings yesterday, its clear that for the first time ever, offline revenue will outpace DTC in % of sales this year

From a pure DTC play to a legit mattress supplier, this shift changes everything

Let’s break it down 👇
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

GDP data came out today - 3.0% growth YoY vs -0.5% growth YoY in Q1 An interesting data points - Non-farm inventories dragged 3.24% off GDP growth On the surface, this would indicate retailers, manufacturers, and wholesalers are anticipating softer demand, and some economists

GDP data came out today - 3.0% growth YoY vs -0.5% growth YoY in Q1

An interesting data points - Non-farm inventories dragged 3.24% off GDP growth

On the surface, this would indicate retailers, manufacturers, and wholesalers are anticipating softer demand, and some economists
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

CARVANA REPORTS ALL TIME HIGH EBITDA - STOCK CONTINUES GNARLY RUN Yesterday Carvana, the ecommerce automobile retailer, delivered adjusted EBITDA of $601m ($581m unadjusted) for 2Q25 vs expectations of $560m Carvana is an amazing turnaround and the stock is trading up 18% pre

CARVANA REPORTS ALL TIME HIGH EBITDA - STOCK CONTINUES GNARLY RUN

Yesterday Carvana, the ecommerce automobile retailer, delivered adjusted EBITDA of $601m ($581m unadjusted) for 2Q25 vs expectations of $560m

Carvana is an amazing turnaround and the stock is trading up 18% pre
Alexander Heckmann (@adheckmann) 's Twitter Profile Photo

if you ask someone for a warm intro, and they proceed to not get double opt in from both parties, then proceed to set up said intro, that person is not your friend, they are a giant dumb asshole who should be locked in an asylum

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HIMS REPORTS 2Q EARNINGS - SHARES TANKING Hims & Hers reported second quarter earnings with disappointing revenue surprise ebitda beat - Revenue: $545m vs consensus estimate $582m - EBITDA: $82m vs consensus estimate $77m More later

HIMS REPORTS 2Q EARNINGS - SHARES TANKING

Hims & Hers reported second quarter earnings with disappointing revenue surprise ebitda beat 

- Revenue: $545m vs consensus estimate $582m
- EBITDA: $82m vs consensus estimate $77m

More later
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

One of the quietest beneficiaries of the protein boom that you've seen, but never thought twice about? Bellring Brands The owners of Premier Protein - an RTD protein brand that has gone from $662m in 2019 to ONE POINT SIX BILLION in 2024. Current rate rate is $1.75B🤯

One of the quietest beneficiaries of the protein boom that you've seen, but never thought twice about?

Bellring Brands

The owners of Premier Protein - an RTD protein brand that has gone from $662m in 2019 to ONE POINT SIX BILLION in 2024.

 Current rate rate is $1.75B🤯
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

More woes in beauty world E.L.F. released earnings yesterday & reported that their profits dropped 30% YoY marking their second consecutive year of falling Q2 profits. Shares are trading down E.L.F. sources 75% of its products from China and declined to provide a full-year

More woes in beauty world

E.L.F. released earnings yesterday & reported that their profits dropped 30% YoY marking their second consecutive year of falling Q2 profits. Shares are trading down

E.L.F. sources 75% of its products from China and declined to provide a full-year
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

DARING FOODS ACQUIRED BY AUSTRALIA BASED V2 FOOD Daring Foods was founded in 2018 and was a darling of the plant based meat era, raising $120m over several rounds - and was most recently valued at $329m in (you guessed it) 2021 V2food did not disclose the value of the deal but

DARING FOODS ACQUIRED BY AUSTRALIA BASED V2 FOOD

Daring Foods was founded in 2018 and was a darling of the plant based meat era, raising $120m over several rounds - and was most recently valued at $329m in (you guessed it) 2021

V2food did not disclose the value of the deal but
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CELSIUS NEARLY DOUBLES REVENUE YOY Revenue of $739.3M vs $632m consensus 🤯 North America grew 87% and international grew 27%. But here’s the real kicker - Alani Nu acquisition is the “primary driver” of growth Alani Nu added $301M in revenue and retail sales are up 129%

CELSIUS NEARLY DOUBLES REVENUE YOY 

Revenue of $739.3M vs $632m consensus 🤯 

North America grew 87% and international grew 27%.

But here’s the real kicker - Alani Nu acquisition is the “primary driver” of growth

Alani Nu added $301M in revenue and retail sales are up 129%