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Skims

3 statements across 2 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 4, 2023 by Dave Morin · across every show →

Everything said about Skims, oldest first

Aug 4, 2023 neutral
Assertion Not checkable as stated
Dave Morin: Kim Kardashian only owns roughly 13% of Skims
“Kim Kardashian only owns something like 13% of Skims”
Dave Morin Aug 4, 2023 ▶ 6:26 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Feb 21, 2025 bearish
Prediction Not checkable as stated
Jessica Lessin predicts Nike-SKIMS partnership will fail within 24 months
“I think this won't end well. I, I'm predicting, you know, the 24 month information expose on what went wrong.”
Jessica Lessin Feb 21, 2025 ▶ 39:03 #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery · More or Less Podcast
Feb 21, 2025 bullish
Assertion Partly supported
Brit Morin: Nike gained 9% post-SKIMS announcement; SKIMS valued at $4B
“Their stock, since the announcement, their stock is up nine percent, and off of like a hundred and thirteen billion dollar market cap, it's like, what, ten billion dollars? Like, so, like, and SKIMS is valued at four billion dollars right now.”
Brit Morin Feb 21, 2025 ▶ 38:48 #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery · More or Less Podcast
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