why aren't all 10 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Prediction Didn’t hold up
Casper Will Scale Physical Retail to Over 200 Stores by 2021
“We now have 20 locations throughout the U.S. And Canada, and they've been doing so well that we're now committed to scaling that to over 200 stores in the next three years.”
Prediction Not checkable as stated
Philip Krim Predicts Casper Will Become a Global Brand Like Nike
“I believe Casper will become a truly global brand, a brand that you generously echoed in the same vein as Nike or Under Armour. These are brands that have really been catalysts To changes in the consumer mindset and landscape, and I think Casper will do that o…”
Disclosure
Facebook and Google Are a Very Small Part of Casper's Marketing
“We were never overly reliant on just Facebook or just Google. In fact, those two channels specifically are a very small part of our mix because we knew the economics were going to get very tough.”
Insight
Krim: Strategic corporate investors often have non-financial motives unlike VCs
“A lot of times, strategic are investing for reasons that are not financially motivated, unlike a VC who usually you know what their motivation is. So understanding what the motivation is, and then what they're looking to solve with the investment, I think is r…”
Assertion Not checkable as stated
Casper Markets With Physical Stores Grow Faster Than Online-Only Markets
“They continue to build awareness about our products and our brand and the markets where we have stores are actually growing faster than the markets where we don't have stores.”
Insight
Krim: Founders should start executive searches the moment they consider hiring
“My advice to any founder when they're talking about executive level hires is as soon as you have the inkling that you might want to look for that, I would kick off the search and try to get out there as soon as possible. When they find the right hire, they wis…”
Assertion Supported
Krim: 20 Million Americans Will Buy $15B in Mattresses in 2018
“We know this year that something like twenty million Americans will buy something over fifteen billion dollars worth of mattresses”
Disclosure
Krim: Casper Employs 50 R&D Staff in San Francisco Casper Labs
“They're actually in our San Francisco office working on bringing next generation of products to market that impact sleep. And it's a group of about 50 folks we call the Casper Labs program”
Assertion Not publicly verifiable
Krim: Casper's growth accelerated in 2018, beating 2017 quarterly benchmarks
“Our growth has built this year even faster than our growth last year. 2017 was a banner year. It was awesome, but Q two in 2018 was stronger than Q two of 20 17. Same with Q one. Q two of 20 18 even beat Q one of 2018.”
What-if
Krim: Casper should have hired CFO and executive leadership team earlier
“I absolutely wish I had hired Greg and almost all of my leadership team earlier than when we did.”