added by sari and · updated 2y ago
Firehose #173: 🥛 Wild Oats. 🥛
- 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 capita... See more
from The Fatal Flaw of The DTC Playbook & The Search for Internet Diamonds by Nate Poulin
sari added
- Successful businesses end up gaining market traction with paying customers, and then get on the radar of dashboards that measure visits, sales, upsell and cross-sell, Nour said via email. That’s when the rollup or aggregator companies, which have assembled deep domain expertise in merchandising, branding, packaging, scale, supply chain and lo... See more
from E-Commerce Marketplace Aggregators Are Hot On Thrasio’s Heels As Companies Raise $2.3B by Christine Hall
Sam Blumenthal added
- Oatly doesn’t have to do this, the Canola industry is doing it for them. The sugar industry was doing it too, but everyone knows sugar is bad now.
from Oatly: The New Coke by Nat Eliason
Lillian Sheng added