Gobble was started in 2011 as a marketplace for home-cooked food. By 2014, they had become a pre-cooked meal subscription service as part of YC. Neither model really took off, so in September they pivoted again – this time to meal kits. Here’s what happened: Gobble hasn’t revealed their monthly numbers, but we believe this … Continued
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Dollar Shave Club has had quite a ramp leading up to their $75M round. Since launching their subscription service in March 2012, they’ve grown to $100M+ ARR and have yet to lose steam. For May 2015: Revenue was up 134% year over year Customer base was up 123% year over year As seen over time: … Continued
In the months before their Series C, Munchery acquired a large number of low-quality customers. While this doubled their customer base, revenue increased just 30%. The impact on Munchery’s numbers was profound: Monthly revenue per customer dropped from $75 to $53 Month-over-month retention dropped from 56% to 38% Comparing the newly-acquired customers to prior cohorts: … Continued