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Ridge (RIDGE US)
Watchlist
16
Analysis
Consumer Discretionary
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United States
Ecommerce brand selling wallets, rings, and accessories through DTC and Amazon channels
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bearish
•
SHEIN
•
09 Feb 2025 08:00
Shein Vs Trump
TL;DR: Trump’s closure of the “de minimis loophole” threatens Shein’s core business of selling Chinese bodysuits and designer dupes into the U.S....
Sacra
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106 Views
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bullish
•
Rokt
•
22 Jan 2025 08:00
Rokt At $600M/yr Growing 43% YoY
TL;DR: With its acquisition of customer data platform (CDP) mParticle at the beginning of 2025, Rokt is looking beyond the advertising business...
Sacra
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122 Views
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bullish
•
Whatnot
•
19 Jan 2025 08:00
Whatnot At $359M/yr
TL;DR: With their entertainment-first design, Whatnot has cracked livestream commerce in the U.S where companies like Meta and Amazon struggled....
Sacra
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105 Views
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bullish
•
Back Market
•
18 Dec 2024 08:00
$415M/yr Refurbished iPhone Marketplace
TL;DR: Sacra estimates Back Market grew revenue to $415M in 2024, up 25% YoY. As refurbished smartphone inventory tightens, Back Market is...
Sacra
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99 Views
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bullish
•
Fanatics
•
22 Oct 2024 08:00
Fanatics At $7B Revenue
TL;DR: Fanatics (2011) has transformed from a Jacksonville-based sports apparel store into a vertically-integrated ecommerce platform doing a Sacra...
Sacra
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105 Views
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