Score breakdown
Expansionlocations & platform
7
Capitalfunding, M&A, IPO
5
Pricing powerraising vs discounting
7
Talenthires & leadership
10
Why it moved
Crossed 3M members and hired like a consumer-goods company: ex-Nike CMO DJ van Hameren and ex-Glossier CEO Kyle Leahy. The only 10 on Talent — when the sensor is a commodity, the moat is brand.
What would move it next quarter
The new CMO and CCO converting marquee hires into retail and distribution wins — and whether membership holds its 11x international pace.