Blue Apron May Need to Raise More Money Soon After Shrunken IPO

Re:Blue Apron May Need to Raise More Money Soon After Shrunk... by 55555 on Thursday June 29, 2017 @08:10PM (#14667819)

Affiliate networks will tell you what companies are willing to really pay for a lead, customer, etc. You really need to know BA's churn and LCV etc., though.

Nutrisystem pays $140 to affiliates per new customer and gets about $12 in revenue daily from the customer. That is sort of relevant.

I wouldn't personally put any money into Blue Apron. They are hiding their churn and dressing up their numbers. I suspect they will blow up or fizzle out.

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Re:Blue Apron May Need to Raise More Money Soon After Shrunk... by eldavido on Thursday June 29, 2017 @08:59PM (#14667992)

Are they? What would "not hiding" it look like, a clear statement of it in their S-1, of the form "X is our churn rate?"

I'm just not sure what people want. They show cohorts and give a lot of data on aggregate performance, but I agree, the lack of clarity is a bit alarming. Is there some kind of precedent people are comparing this to, a membership-style S-1 with clearer statement of what's going on?

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Re:Blue Apron May Need to Raise More Money Soon After Shrunk... by rhizome on Thursday June 29, 2017 @09:28PM (#14668114)

What would "not hiding" it look like

I'm guessing it would take the form of higher prices.

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