Saved by sari and
Casper Aside, Consumer Brands are Thriving
The optics of successful liquidity events for Blue Nile, Zullily, Chewy and Zappos, and the incredible traction in the 2000s of The GAP as a public vertical consumer brand established meaningful consumer business outcomes. These potential to repeat history through a new crop of Direct to Consumer upstarts paired well with the pent up venture... See more
Nate Poulin • The Fatal Flaw of The DTC Playbook & The Search for Internet Diamonds
- Largely founder owned via capital efficient growth
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
It seems investors are now returning to the fundamentals, where organic growth is valued over paid user acquisition and profitable customer acquisition is a focus versus the land-grab approach.