One of my favorite newsletters—I’ve really gotta give you all a list of all the newsletters I subscribe to if you’re interested at some point—one of my favorite newsletters is The New Consumer (subscribe here) by Dan Frommer. Dan published his own analysis of the Casper IPO, and I couldn’t help myself. I needed to delve into the Casper financials in greater detail. But also: scandal marketing! Can brands be “cancelled”? And analysis of this week’s Netflix earnings.