Dragonfly Cohencidence

I am aware Dragonfly Commerce and Dragonfly Shipping are not the same company.

Intelcom, which was the delivery company for Amazon and other e-commerce stores, is now Dragonfly.

https://preview.redd.it/told3s0fhstd1.png?width=448&format=png&auto=webp&s=09562cd5ab0f9915a59d40da190d99e044b37047

The cohencidence is that Dragonfly Shipping has the same brand color scheme as BuyBuyBaby

https://preview.redd.it/k2qaf6oakstd1.png?width=1164&format=png&auto=webp&s=877b7781b27fd45fda5bc37cdceb704d4c21b3cb

https://preview.redd.it/2yudr9yakstd1.png?width=1348&format=png&auto=webp&s=a822c7dbecd98168116f994050395930282daf55

I used Wayback Machine to see when Intelcom became Dragonfly. I found that Intelcom does not change their brand until September 2024.

https://preview.redd.it/zruu99j9lstd1.png?width=2654&format=png&auto=webp&s=d096f48c94042b2fc3ebacdd279433742743336a

https://preview.redd.it/dqqevgp1lstd1.png?width=2626&format=png&auto=webp&s=ede6f163e5f1e9558e0988fb87288e04ebc8d5d3

I was not able to find much information about Dragonfly Shipping company so I used Wayback Machine and it appears that they didn't enter the scene until March 2024.

https://preview.redd.it/j5xobiiplstd1.png?width=2610&format=png&auto=webp&s=a19c63f72f5dd0f3a385e79ba7617664b8ef3e2e

Around the same time Ryan Cohen, Larry Cheng and Blake Day were "supposedly" reinstated back on the board of Dragonfly.

https://preview.redd.it/22496gldmstd1.png?width=1342&format=png&auto=webp&s=935be85aaa2e748e739e8b20550da47816fecb23

To recall your memory, Ryan Cohen was added to Dragonfly board on March 14, 2022.

https://preview.redd.it/swabd5xfnstd1.png?width=1170&format=png&auto=webp&s=7c6b3a5859e0c6f831fe827f2eb39d978a383d7d

A year later, a filing on March 14, 2023 shows Ryan Cohen, Larry Cheng, and Blake Day have all left the Board of Directors at Dragonfly Group.

https://preview.redd.it/1ny43mfwmstd1.png?width=1170&format=png&auto=webp&s=380e440e64af74392f6f7d81926526992121c92d

There was a speculation that Ryan Cohen could have a stake in Dragonfly because right before RC publicly disclosed his position in BBBY, there was an investment from L Catterton in February 2022, according to Pitchbook.

https://preview.redd.it/b6o3vxpvostd1.png?width=1632&format=png&auto=webp&s=1845eb56fa086bed0bd12bf7d631560665d26815

https://preview.redd.it/v8pab6j2pstd1.png?width=1585&format=png&auto=webp&s=e45d610ef16a061a03a01bf2ef1e122fd21a695c

There is also Kirkland & Ellis's name as the Service Provider, who helped facilitate the investment in Dragonfly for L Catterton. Remember, Kirkland represented and advised BBBY's financing and credit agreement.

TL;DR Dragonfly acquires Intelcom, parcel delivering company for Amazon and other e-commerce companies, and rebrands the company's brand to BuyBuyBaby's color in March 2024.

Of course, it is just speculation but it is possible Dragonfly Commerce/Group owns or has a stake in Dragonfly Shipping as they are both private companies and their holdings would not be publicly disclosed.

https://preview.redd.it/ml15ojhmrstd1.png?width=1434&format=png&auto=webp&s=4448034af75f39cb89958b273356a6aca726a3fa

Regardless, I found the name, Dragonfly, and the same colour as BuyBuyBaby to be a cohencidence. After all, RC did say he also wanted to be the book king.

Here is the link to the Pitchbook screenshots: https://www.reddit.com/r/BBBY/comments/125bg7d/link_dragonflyl_catterton_fund_and_kirkland_ellis/