Theta Perspective
Resources, Research, News, Views, and Case Studies from the Theta Team
Warby Parker – strong fundamentals, but tough to justify a high valuation
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Warby Parker – healthy unit economics despite relatively low purchase frequency
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Warby Parker S-1: Problems with one of their customer disclosures
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Five Reasons a Retailer Should Look at Its Business from the Bottom Up
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#ThetaThursday
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#CLVDay
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