Casper

includes Casper Essential Mattress

0 statements across 0 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 3, 2018 by David Farley · said 35 times in 9 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (31), Phil Nadel (2), Ethan Appleby (1), Case Kenney (1)

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Everything said about Casper, oldest first

Oct 3, 2018
Assertion Supported
Casper, Purple, Saatva, Tuft & Needle, and Nectar led DTC sales
“By order of sales volume, it's Casper, Purple Saf and then Tuft & Needle and Nectar round out the top five.”
David Farley Oct 3, 2018 ▶ 4:21 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him
Oct 3, 2018
Assertion Supported
Top five DTC mattress brands drove over half of category volume
“Those five out of a 150 are doing better than 50% of the transformation volume.”
David Farley Oct 3, 2018 ▶ 4:33 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him
Oct 3, 2018 positive
Assertion Contradicted
Casper approached a $500M annual revenue run rate in 2018
“They did, they're approaching the five hundred million dollar run rate as best we can tell.”
David Farley Oct 3, 2018 ▶ 7:23 1166 He Invented Mattress in a Box 20 years ago But Casper Out-Marketed Him
Oct 8, 2022
Disclosure
Cognism acquired Kaspr in cash due to French equity tax inefficiencies
“Casper was a French company. There's a lot of negative noise about France as a country to do business in. So far we're having a very good experience. Here we did have one problem around tax on the, on equity. So, so it was actually more tax efficient to do a p…”
James Isilay Oct 8, 2022 ▶ 15:49 How We Acquired our PLG Competitor to Break $30m in Revenue
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