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To Invest or Not to Invest: The VC Question about Digital Brands
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
Nate Poulin • The Fatal Flaw of The DTC Playbook & The Search for Internet Diamonds
Somehow, despite massive secular shifts and a lot of noise about rising ecommerce penetration, the DTC products themselves have produced only one billion dollar outcome: Dollar Shave Club (two if you count Harry’s).