direct-to-consumer brands

“So I think any sector where there's been a An intermediary that hasn't lived up to its promise to provide value to the customer is where the opportunity for exploitation by new brands is the highest.”

“No, because I think curation is important. I think the reality is not all brands can afford to distribute product directly at scale to their customers. I believe that similar to like wine, fashion needs someone to tell us What looks good. And maybe it's not go…”

“I think that the wave of e-commerce that had happened prior, which was the whole liquidation era of Guild Group and Rulala and Outlook was beginning to pass. Those companies were still very much present. But I think the tides started to change in that moment, …”

“Well, I think you're going to have a moment in time when a lot of these businesses need to show that they have the unit economics that allow them to be profitable, and I think if they're not able to show that, they're going to have a hard time continuing to gr…”

“I think you'll probably see more mid-market M&A. I think, you know, we're already seeing a lot of companies being acquisitive in the sort of food and beverage space, certainly in the beauty category. I think we'll probably see that across the board where you h…”

“I would say the vast majority of direct-to-consumer brands, not suitable venture investments.”