direct-to-consumer

also referred to as: direct to consumer · dtc

5 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Nov 2, 2018 by Ryan Caldbeck · across every show →

Everything said about direct-to-consumer, oldest first

Nov 2, 2018 bearish
Insight
Direct-to-consumer is for product testing, not scaling efficiently
“Most tech VC firms look at D to C, direct-to-consumer, as a way to scale a business efficiently. That is completely wrong. It is not a channel to scale a business. It isn't certainly not a channel to scale a business efficiently. DTC is a great channel to test…”
Ryan Caldbeck Nov 2, 2018 ▶ 20:55 20VC: Ryan Caldbeck on Why The Business Model of VC is Broken, Who is To Blame, How The Best Funds Will Use Data Intelligently Moving Forward & Whether We Are In A Consumer Bubble Or Not?
May 5, 2023 bullish
Prediction Not checkable as stated
Alex Rodriguez predicts sports franchises will shift to direct-to-consumer distribution
“But I do think that there's going to be a world where it's going to be a lot more franchise direct to consumer. And that means with the way you watch the sport how you interact with players, how you interact with Buying merchandise, and everything in between.”
Alex Rodriguez May 5, 2023 ▶ 28:51 Alex Rodriguez: From MVP to CEO; Business Lessons from Warren Buffett & Magic Johnson | E1010 · 20VC with Harry Stebbings
Nov 6, 2023
Insight
Joey Zwillinger: Direct-to-consumer is a distribution channel, not a brand identity
“DTC is a way to do business. There's been great retailers who started this in our industry. If you broaden it beyond footwear into apparel, like the gap in the nineties and Lululemon has done a really wonderful job of being a great DTC company. But they're a p…”
Joey Zwillinger Nov 6, 2023 ▶ 17:56 Joey Zwillinger: From $4.1BN to $142M Market Cap;Why Public Markets Have Written Allbirds Off |E1078 · 20VC with Harry Stebbings
Dec 1, 2023 positive
Assertion Supported
Richter: HelloFresh is one of the largest DTC companies outside China
“I think we're today one of the largest direct to consumer companies outside of China. I don't really know any direct to consumer company that is Much larger than we are”
Dominik Richter Dec 1, 2023 ▶ 32:51 Dominik Richter: You Only Have Two Options With VC Funding | E1089 · 20VC with Harry Stebbings
Dec 1, 2023 bearish
Opinion
Richter: Most DTC startups should raise angel capital, not VC
“I do think there were a lot of companies that ended up being venture backed when the better path would have been to raise an angel angel round, trying to get to profitability and actually scale the business to a 102 hundred million in revenue.”
Dominik Richter Dec 1, 2023 ▶ 35:24 Dominik Richter: You Only Have Two Options With VC Funding | E1089 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.