D to C brands
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 20, 2023 by Matteo Franceschetti · across every show →
Everything said about D to C brands, oldest first
Nov 20, 2023 negative
Franceschetti: DTC mattress brands failed due to commoditization and price wars
“Mattresses, they have incredible unit economics. The main problem of mattresses are two. One is a commodity. And so what happened with some of the D to C brands, it became a price war because anyone could sell the same product and unit economics didn't work.”