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Comment by JumpCrisscross

Eyewear is a broken market, with atypical margins sustained by a monopolistic market leader [1]. The market leader's lock-in stems from its distribution power. Sidestepping it with DTC makes sense.

None of the above apply to mattresses or suitcases. (It more-closely applies to razors.) There is limited fat to trim that would overcome incumbents' economies of scale and distribution advantages.

[1] https://en.wikipedia.org/wiki/Luxottica

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