consumer subscription businesses
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 16, 2023 by Mike Duboe · across every show →
Everything said about consumer subscription businesses, oldest first
Feb 16, 2023 negative
Duboe: Subscription businesses need one-year CAC payback; e-commerce needs first-transaction payback
“Most, most consumer companies, if you're not paying back, like if you're a subscription business, you're not paying back within a year, that's probably problematic. Ideally if you're e-commerce, you're paying it back on first transaction”
Sep 20, 2024 neutral
Carter: Only 30 to 40 Consumer Subscription Companies Are Worth $1B+
“I actually just published a guest post for Lenny's newsletter, and one of the figures that I include in that article is a list of consumer subscription businesses that have achieved billion dollar plus valuations. So that's both publicly traded companies as we…”