added by sari · updated 2y ago
A Potentially Unpopular Opinion on the Future of DTC
- Now that a few high profile DTC brands have been punctured on the public market and the economy is crashing, VC-driven DTC business model will likely go into its own recession. Without DTC, there is an opportunity for a variety of smaller, more sustainably funded players who do not seek hypergrowth.
from Premonition by Toby Shorin
sari added
- I think this drives at a more fundamental failing by Brandless in particular, that is likely true broadly: the company’s cost structure was completely unsuited for DTC. My strong suspicion — admittedly biased, given Stratechery’s business model — is that the biggest opportunities in DTC are in niches, and the best way to exploit those niches is by ... See more
from Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank by Ben Thompson
sari added
- The next generation of brands will still start with the story, but the other moats (logistics, distribution, sponsorships, etc) wither from there. We’ll see the next generation of “DTC” (direct to consumer) brands migrate to traditional retail channels, join large cross-brand data co-ops, shift marketing dollars to community management, and generat... See more
from The New Mechanics Of Brands, Channel Shifts, & Unexpected Digital Opportunities
Glen Cassidy added