Investment Announcement: Marlow
We are so excited to announce our newest investment in Marlow. We’re thrilled to have them as part of our portfolio at Rodeo.
Marlow is on a mission to revolutionize menstrual health with clean, comfortable, and innovative period care. They introduced the first-ever patented lubricated tampon, designed for smoother and more comfortable insertion. Made with non-toxic, eco-friendly materials, Marlow’s tampons meet medical device standards and are FDA-approved. Following the overwhelming success of their tampons and strong demand from their community, they expanded their product line to include pads and liners. Marlow is redefining period care for Gen Z by fostering an interactive and educational community through their social platform, the TMI Club. The TMI Club breaks down taboos around periods and reproductive health, offering a space for open, honest conversations. With a commitment to both groundbreaking products and relatable, “big sister” educational content, Marlow empowers young women to take charge of their health with confidence.
Here’s a little more about Marlow & factors that drove our decision to invest:
INNOVATION IN THE FEM-TECH SPACE
The Marlow team pioneered the first-ever lubricated tampon kit, revolutionizing the feminine hygiene space for the first time in years. With their IP patent filing and proprietary production processes, they maintain a strong first-mover advantage and continue to drive innovation in the industry.
IMPRESSIVE GROWTH & TRAJECTORY
In just two years, Marlow has experienced remarkable success and growth, achieving 7x revenue expansion from 2023 to 2024—driven largely by their strong performance on Amazon. With a highly engaged customer base and a 30% retention rate, they are on track to more than double their growth in 2025 as they continue to expand across all channels while retaining their loyal customers.
ENGAGED COMMUNITY & GEN Z AUDIENCE
The Marlow team has cultivated a highly engaged community through their TMI Club. Over 75% of customers discover Marlow organically through social media, and despite operating with a leaner team and budget, they achieve an engagement rate 15X higher than Tampax. Their “big sister” approach has deeply resonated with Gen Z, fostering brand loyalty and organic growth. This strong connection not only ensures long-term retention but also positions Marlow as a brand that Gen Z customers will pass down to the next generation.
Check out their products here:
https://lnkd.in/gRpr-nma
