Bubbles
Importer of fashion & other products & marketing them in physical stores & online trading platform based data & ai.
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Analyses on Bubbles (4)
- April 16, 2026
- March 31, 2026March 31, 2026
- Follow-up
Follow-up to Bubbles: How Much the Omni-Channel Layer Really Adds Beyond Core Retail
Bubbles' Omni-Channel layer is still not a standalone economic engine and remains mostly an operating wrapper around the core retail business, which still carries almost all of the profit and revenue weight.
- Follow-up
Follow-up to Bubbles: Where the Cash Bridge Breaks and What June 2026 Really Tests
Bubbles' bottleneck is not sales but the path from sales to cash: weaker working capital, almost fully used bank lines, and temporary relief only until June 2026 force a near-term proof test.
Bubbles: The Retail Engine Still Works, But The Funding Wall Got Higher in 2025
Bubbles’ core retail engine still works, but in 2025 changing trade terms, the Mio Scent expansion, and the high bank-debt load pushed the company into a clear financing test.
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