Jul. 18 at 12:00 PM
$LUCY The equation is simple:
E-commerce + retail expansion = sales conversions + user adoption.
From the day I invested, that has been my thesis.
Notice I said invested, not just bought the stock.
I did the research. I took a deep dive into the products, the numbers, the CEO, the use cases, & the company’s potential to transform an industry.
Then, I bought the product & used it myself.
I’ve used it every day since.
Then, I invested.
Why?
The product significantly upgrades eyewear across multiple markets: protection, prescription & fashion & they continue to improve it.
The potential use cases are enormous & nearly everyone fits into one of those categories.
Now, we’re at the most pivotal moment in the company’s story; moving from e-comm into retail expansion.
In the next few months, we will be an over 400 stores. And that number will likely grow every quarter.
The market does not see it.
But a small group of us, fortunate enough to be here at the ground level, do.
