Tren Griffin @trengriffin I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta. Oct. 08, 2019 1 min read

Podcasters who want to replace Blue Apron sponsorships rejoice!

“Wendy's will spend an additional $250M to promote its breakfast in ads over the next two years.”

"Must capture at least $1B in breakfast sales from fast-food competitors to break even.” 

"A Detailed Look at Blue Apron’s Challenging Unit Economics"  "Good companies can acquire many customers cheaply, retain existing customers for extended periods of time, and generate a lot of revenue while those customers are alive."

“Certainly, a lot of companies will talk about their retention rates. We would prefer to talk about the whole retention curve.” 

Someone is tracking your 2AM visits to Wendy's though and charting it.

As you predicted, "Spicy chicken nuggets are performing well after launching on Aug. 12 and could have contributed a 100 to 150 basis point lift!" Channel checks! 


Do you agree with this statement about Wendy's? "They have brand equity in bacon." 

"Brands do not confer competitive advantage in and of themselves." Michael Mauboussin 

You can follow @trengriffin.


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