digitally native brands

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 12, 2018 by Alex Taussig · across every show →

Everything said about digitally native brands, oldest first

Mar 12, 2018 neutral

Insight

Alex Taussig: Digital brands need offline strategies at $100M-$200M revenue

“We typically start to see once you breach a 100,000,200 million in revenue, you need to start going and figuring out some offline strategy.”

Alex Taussig Mar 12, 2018 ▶ 12:03 20VC: Lightspeed's Alex Taussig on VC Risk Mentality, The Current State of Retail & The Mechanics of Cash Flow

May 6, 2019 neutral

Assertion Supported

Digitally native brands trade at lower valuation multiples than software companies

“I think the corollary point is that generally retail concepts and digitally native brands trade at lower multiples, right? So that is reflected, of course, in valuations.”

Brendan Wallace May 6, 2019 ▶ 15:16 20VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa

May 6, 2019 negative

Insight

Digitally native brands inevitably hit an online customer acquisition cost wall

“But what they all seem to face is this dynamic where they grow to a certain point. And at a certain point, whether it's five million dollars or ten million dollars or twenty million dollars, they hit this asymptote. And at that asymptote, the cost of acquiring…”

Brendan Wallace May 6, 2019 ▶ 8:55 20VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa

digitally native brands

Everything said about digitally native brands, oldest first

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