Lucy

6 statements across 6 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 12, 2024 by John Coogan · said 28 times in 20 episodes since 2024 · across every show →

Mentions by year

brought up most by Jordi Hays (10), John Coogan (10), Augustus Doricko (1)

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000.851.510202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 15 mentions in 10 episodes 2 per episode
2024 10 mentions in 7 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Lucy, oldest first

Nov 12, 2024
Disclosure
Lucy's e-commerce revenue share dropped from 99% to under one-third
“Like, we were 99% e-commerce for years. Now it's less than a third of the business.”
John Coogan Nov 12, 2024 ▶ 56:38 Inside JD Vance's Portfolio (ep8)
Nov 14, 2024
Assertion Supported
Coogan: FDA rules prohibit combining caffeine and nicotine in gum
“Because of the way the FDA regulates these products, it's very hard for us. Like we can't put caffeine in our gum that has nicotine in it. You can't mix actives, but if you're more of like a health clinic, you could actually prescribe caffeine, nicotine differ…”
John Coogan Nov 14, 2024 ▶ 57:21 Low T levels at Y-Combinator (ep9)
Jan 7, 2025 negative
Insight
Posting on X does not drive sales for low-ticket CPG brands
“If you're building an enterprise or B to B product, and you can get in front of a thousand business owners, that can have a dramatic effect on your business, but if you're building a CPG business with selling a 20 dollar product, like, Lucy, Loose, like X does…”
Jordi Hays Jan 7, 2025 ▶ 2:05:15 The END of Ski Season? (E26)
Jan 9, 2025 positive
Disclosure
Coogan: Rick Rubin Reached Out to Lucy to Advertise on Tetragrammaton
“Well, he reached out to us. He, like, likes the brand.”
John Coogan Jan 9, 2025 ▶ 1:57:12 Can This Man Save Los Angeles? (Rick Caruso)
Jul 18, 2025 neutral
Disclosure
Nicotine startup Lucy spent millions and a decade awaiting FDA approval
“You could spend millions of dollars and wait a decade, which is exactly what we did. But we were able to actually grow the brand and sell the product and like set up operations and iron out things and iterate a little bit during that time, fortunately.”
John Coogan Jul 18, 2025 ▶ 21:09 E-Cigarettes: Now FDA-Approved?
Apr 6, 2026 neutral
Assertion Supported
Coogan: Lucy's nicotine gum is regulated as tobacco, not pharmaceuticals
“Lucy cannot make quit claims about the nicotine gum product. So even though most people think, oh, this is like Nicorette, it's actually regulated in a different category. It's regulated as tobacco product, not as a pharmaceutical product.”
John Coogan Apr 6, 2026 ▶ 7:42 The Truth Behind the “Solo Founder Billion Dollar Company”
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