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Ann Gehan
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Ann Gehan
@anngehan
Covering e-commerce + consumer brands @theinformation. Prev @businessinsider @dallasnews @dukechronicle / Signal: 646-374-8461 (no PR pitches)
New York City Katılım Mart 2013
2.6K Takip Edilen2.4K Takipçiler
Ann Gehan retweetledi
New: OpenAI has surpassed $100m in ARR from its ads pilot, which launched 6 weeks ago. It's expanded to 600+ advertisers and plans to launch self-serve advertiser access in April.
theinformation.com/briefings/excl…
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Ann Gehan retweetledi
In the Retail category, small division, the 2025 Best in Business Award winner is @theinformation for “Retail’s AI Revolution.” #BIB25
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Ann Gehan retweetledi
Scoop: Oura ring is interviewing banks for an IPO that could happen as soon as this year! @julia_hornstein
theinformation.com/articles/healt…
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@rishabhmjain Definitely agree ads seem to be an easier path to monetization for them, and don’t think they’ll deprioritize that. But still think it’s interesting how the apps approach shifts a lot of the work onto merchants/retailers/platforms vs OpenAI building their own in house features
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@anngehan I don’t agree with that assessment fwiw
Choosing not to have checkout in app isn’t the same as taking a back seat
In fact - it’s better for shopping if the focus is on good ads sending traffic to merchants
In app shopping doesn’t help increase commerce
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Some news: I'm joining @propublica, working with @eisingerj to start up a business desk. It'll be fun, and we're hiring.
Charles Ornstein@charlesornstein
More exciting staff news here @propublica: @JakeSwearingen joins us as the editor of our new business desk! Welcome Jake! propublica.org/atpropublica/j…
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Ann Gehan retweetledi
Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (The Information)
theinformation.com/articles/quinc…
#a260307p4" target="_blank" rel="nofollow noopener">techmeme.com/260307/p4#a260…
📥 Send tips! techmeme.com/contact
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Ann Gehan retweetledi
QUINCE IN TALKS TO DOUBLE VALUATION FROM 2025 ROUND LESS THAN A YEAR AGO
Per the @theinformation, Quince is in talks to raise more funding at a $10B valuation less than a year after raising at a $4.5b valuation from Iconiq.
Is quince the biggest win in consumer in recent memory?
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Consumer is so back!!
Quince is in talks to raise a new round that would more than double its valuation to roughly $10 billion. Annual revenue run rate is currently ~$2 billion - that’s a lot of $50 cashmere sweaters
Scoop from @Katie_Roof + me: theinformation.com/articles/quinc…
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Ann Gehan retweetledi
Scoop: Quince in talks to more than double its valuation to over $10B. Rare consumer internet business soaring W/ @anngehan theinformation.com/articles/quinc…
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Ann Gehan retweetledi
Of all the OpenAI news in the last day, @theinformation subscribers who work in finance seem most interested in the evolution of the company's commerce strategy.
theinformation.com/articles/opena…
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The SaaS-pocalypse has had a few unexpected beneficiaries: consumer companies, which have largely been abandoned by investors after 2020/21 IPOs flopped.
Now, some are eyeing IPOs, including grocery delivery startup Hungryroot, which grew revenue 55% to $700M last year.
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OK We're at the point in the AI news cycle where I've decided to finally buy an Oura ring
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New: Amazon is closing its Fresh and Go stores - says it didn't create "a truly distinctive customer experience." Sounds familiar... 👀
Amazon will center its grocery strategy on Whole Foods + online delivery, both of which it grew aggressively in '25.
theinformation.com/briefings/amaz…
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Ann Gehan retweetledi
Quibi was able to charge $60 CPMs too. Why? Because everyone wants to be first.
Taylor Holiday@TaylorHoliday
$60CPM's... No conversion tracking... "confident in unique ad value despite limited analytics" Ugh. Brands need to learn from AppLovin's rollout to new ad channels.
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