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Consumer / Baby Care · Mammoth Acquisition
Coterie
Premium baby care brand acquired by Mammoth. High-performance diapers and wipes disrupting the legacy consumer care category.
Key metrics
- Initial investment
- $400K
- Current value
- $1.6M
- Entry valuation
- $300M
- Latest valuation
- $1.2B
- Current MOIC
- 4.0x
- Base case
- $2.3M
- Bull case
- $4.5M
- Conviction
- 4/10
Key value driver
Mammoth acq $1B+; Dec dist $503K; H1'26 EBITDA $42.0M banked — FY26 tracking ~$88M vs $80M earnout threshold; IPO 1H 2027
Primary risk
Lume/Mando -21.5% YoY gating IPO; Mammoth H1 net loss; thin ex-tariff margin gain
Latest news
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