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19 results for “dtc”
Concept2 mentions across episodes
DTC
And because of my that earlier experience of drop shipping, I was like, well, I need to explore this ink cartridges thing was actually first, and then I realized for various reasons why I pleaded air filter market was actually better for what I wante
6:43 / 7:49
from transcript6:43 – 7:49
...the DTC side, so direct to consumer brands. So I think there's a huge market opportunity for domestic Chinese brands to gain market share in China. And that's not just because, you know, again, the media narrative is all about, like, the youth being
13:27 / 14:32
from transcript13:27 – 14:32
the number of big brands, call them over a $100,000,000 over time, and the number of brands is increasing over time. Within that chart, you can see their wallet share of those big brands, and you can see how that over time we have 10% of the wallet s
24:42 / 25:44
from transcript24:42 – 25:44
to build something that's not new for the consumer. And so owning manufacturing, if you can tweak an element of your manufacturing that can differentiate the product, that makes you harder to follow by the field that's all working with the same contr
15:43 / 16:47
from transcript15:43 – 16:47
and make it 50% cheaper than going through you and get enough reviews out there that, like, people will bypass. And then the second problem I have with this is most of the time when there's a hack on consumer distribution, it doesn't last forever. An
19:28 / 20:32
from transcript19:28 – 20:32
advertised to the consumer. In essence, you need to add thirty seconds to the commercial and talk about all the risks. It sounds a lot less appealing after thirty seconds of all the things that could go wrong. The ROI or the attractiveness of that ch
17:14 / 18:16
from transcript17:14 – 18:16
for me, if I look at brands like Hims, they're able to figure out meta marketing pretty early, and they're able to scale it in a way until they got to become a public company. Many other consumer brands did this as well. Why wouldn't that work for do
20:15 / 21:16
from transcript20:15 – 21:16
...retail, and by DTC and Amazon. And so we're not big fans of that channel of distribution, especially as an anchor retail partner. You wanna have a little bit of Nordstrom business alongside your support business. That's okay. But, like, to be the dri
40:25 / 41:41
from transcript40:25 – 41:41
No. I mean, here's what bullish looks like. If you are a US based b two c, not d two c necessarily, but b two c business model, we're we're open for business. And we don't care what that looks like. We're not we're agnostic across categories, and we
12:02 / 13:06
from transcript12:02 – 13:06
...was all the rage, particularly for US companies, Consumer brands, for example, like Away and Luggage were competing against the likes of Samsonite, Warby Parker and Eyewear competing against SLO or Luxottica, and they were seen as disrupting what had
25:23 / 26:39
from transcript25:23 – 26:39
So by not only being entirely Internet based, but also social network based, they were able to bring that scale of of buyers, of demand directly to the brand, which is normally the job to be done by that retailer. So the brand can sort of sell in big
1:03:01 / 1:04:00
from transcript1:03:01 – 1:04:00
Do you think you would use the same playbook, or do you think you might do things a little bit differently? I I think it'd be very difficult to start a a men's skincare brand today. The space is very crowded. I've noticed going into stores that the r
6:00 / 7:10
from transcript6:00 – 7:10
You guys started with the sort of the wholesale approach. Right? Trying to sell to boutiques and then department stores. But a lot of brands we talked to on the show are really focused on direct to consumer. Harder today than it was ten years ago. Ri
6:45 / 7:46
from transcript6:45 – 7:46
because on top of that, they created a marketplace that, at least so far, hasn't cared that much about brands and is starting to this year. But because they sell basically household commodity things, that means an individual manufacturer can just lis
1:03:34 / 1:04:45
from transcript1:03:34 – 1:04:45
...DTC channels the thing to lean into? Is that sort of it or is there, like, a third place that might be promising? Yeah. I mean, our three main channels, right, are d two c, which we imagine that we'll always maintain because I think that, really havi
28:30 / 29:36
from transcript28:30 – 29:36
challenge is almost the biggest one, I think, at the moment. And for a lot of founders, I think that's the hardest thing. So what are you seeing as the most successful tactics for companies? Where are they finding great distribution for new products?
17:58 / 19:06
from transcript17:58 – 19:06
...phrase DTC was all the rage, particularly for US companies, Consumer brands, for example, like Away and Luggage were competing against the likes of Samsonite, Warby Parker and Eyewear competing against SLO or Luxottica, and they were seen as disrupti
26:08 / 27:23
from transcript26:08 – 27:23
especially since we're seeing the same phenomenon we're seeing with retail brands, which is when a consumer finds a brand that they like online, they tend to stick with that brand. And so you really want to be first to make sure that you maintain you
37:24 / 38:33
from transcript37:24 – 38:33
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