Drew Fallon (@drewfallon12) 's Twitter Profile
Drew Fallon

@drewfallon12

Co-Founder & CEO of Iris - Giving you a better CFO for cheaper using AI @IrisFinanceCo | Fmr CFO @madrabbittattoo | Tweets about finance & ops at brands

ID: 768593971

linkhttp://irisfinance.co calendar_today20-08-2012 01:32:30

12,12K Tweet

12,12K Followers

1,1K Following

Drew Fallon (@drewfallon12) 's Twitter Profile Photo

April 2020 is the only remaining month in history where e-commerce as a % of retail sales is higher than it was for May of 2025. After 4 years of getting wiped out left and right, the online merchant has prevailed.

April 2020 is the only remaining month in history where e-commerce as a % of retail sales is higher than it was for May of 2025.

After 4 years of getting wiped out left and right, the online merchant has prevailed.
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Alright the beverage crowd is officially going way too far😭 Protein + superfoods vodka brand called I'm parched just launched AND ITS FDA APPROVED!? Tam on 1

Alright the beverage crowd is officially going way too far😭

Protein + superfoods vodka brand called I'm parched just launched

AND ITS FDA APPROVED!?

Tam on 1
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

WALDENCAST (OWNER OF Obagi & Milk Makeup) TO ACQUIRE NOVESTIQ FOR UP TO $30M Yet another beauty deal - but this one comes with a unique structure Novaestiq is a brand focused on injectable gels, notably Saypha - a fast growing segment that sits nicely with Obagi's

WALDENCAST (OWNER OF Obagi & Milk Makeup) TO ACQUIRE NOVESTIQ FOR UP TO $30M

Yet another beauty deal - but this one comes with a unique structure

Novaestiq is a brand focused on injectable gels, notably Saypha - a fast growing segment that sits nicely with Obagi's
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

I'd like to coin a term: "Scale readiness" I see many brands who come to us and are eager to grow their businesses, but they haven't done the work to get ready for scale - this specifically has to do with unit economics. You cannot scale bad unit economics; your machine

I'd like to coin a term:

"Scale readiness"

I see many brands who come to us and are eager to grow their businesses, but they haven't done the work to get ready for scale - this specifically has to do with unit economics.

You cannot scale bad unit economics; your machine
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

this is such a trash notification going to add push notifications to iris “your bank is looking really sketchy” to boost DAU

this is such a trash notification

going to add push notifications to iris “your bank is looking really sketchy” to boost DAU
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

CPG VC IS HEATING UP June set the year to date high for VC deal volume in CPG this year with 42 different deals announced The hottest category, unsurprisingly, is Food & Bev with 19 deals (& over 50% of the dollars invested). Key deals in June include: - Momofuku - $26.7m from

CPG VC IS HEATING UP

June set the year to date high for VC deal volume in CPG this year with 42 different deals announced

The hottest category, unsurprisingly, is Food & Bev with 19 deals (& over 50% of the dollars invested).

Key deals in June include:
- Momofuku - $26.7m from
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

Keurig Dr. Pepper reported earnings this morning - I tuned in to try to get some commentary on the GHOST acquisition and how that's playing out KDP hit ATH sales at $4.2B for the quarter, and its clear GHOST is becoming a meaningful growth driver. - Volume/Mix Contribution:

Keurig Dr. Pepper reported earnings this morning - I tuned in to try to get some commentary on the GHOST acquisition and how that's playing out

KDP hit ATH sales at $4.2B for the quarter, and its clear GHOST is becoming a meaningful growth driver.

- Volume/Mix Contribution:
Drew Fallon (@drewfallon12) 's Twitter Profile Photo

This is worth commenting on Allbirds got a new $75m credit facility, and then filed a shelf registration for up to $100m They did not sell the $50m of equity to raise cash; it’s similar (not exactly the same) to authorizing shares to be sold later it’s probably in case they