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Natalie Dillon
Casper 💤Maker of sleep products 📍Founded in 2014 💵2017 revenue $251M 💰2018 rev $358M, $92M net loss 🗓First 9 months 2019, $312M in rev 💻$710 e-commerce AOV 🛍$820 retail store AOV 🛏60 own stores, 18 retail partners 🦄Last valued at $1.09B 📣Just filed to go public
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Natalie Dillon Jan 10
Replying to @jstoffer
My teammate views on the Casper S1 👇🏼👇🏼👇🏼
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Natalie Dillon Jan 12
Replying to @venturetwins
My good friends also put together a longer breakdown of the Casper S1 on medium 👇🏼👇🏼👇🏼
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Caitlin Strandberg Jan 10
Replying to @ntdillon
There it is! Was waiting for the emojimetrics ;)
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Natalie Dillon Jan 10
Replying to @strandby
🤗🤗🤗
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JG Jan 10
Replying to @ntdillon
Company: sets money on fire VCs: I would be thrilled to work with you
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buggeroaf Jan 10
Replying to @ntdillon
1st trading day valuation should end up around $550-600M IMHO
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Tech Book of the Month Jan 10
Replying to @ntdillon
20% growth, burning $90M a year, very competitive market with little justification for long term price increases - i’m trying to find the bright spots but this looks tough for them
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Andrew Amann Jan 11
Replying to @ntdillon
Too early. They should have stayed private to be bought out by a watch company. The pairing of matress and smart watch will finally solve the watches biggest problem. Wearing it to bed.
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Aaron M Fisher Jan 10
Replying to @ntdillon
Maybe it’ll ghost on the market, like another Casper I know
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