Dollar Shave Club
includes Dollar Shave Club Board, Dollar Shave Club Leadership Team
23 statements across 12 episodes · 13 bullish · 3 bearish · 11 people on the record · first statement Jul 15, 2015 by David Pakman · said 101 times in 35 episodes since 2016 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (65), David Pakman (12), Peter Pham (3), Rebecca Kaden (2), Greg Bettinelli (2), Gautam Gupta (2), Woody Marshall (1), Ryan Caldbeck (1)
tap a year for its mentions
2025 1 mention in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2019 2 mentions in 2 episodes 1 per episode
- 20VC: Kapwing Founder Julia Enthoven on Why Marketing Innovation Is As Important As Product Innovation, Why Every Company Is Becoming A Media Company & The Benefits Of Not Raising Money Too Early
- 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
- every mention in 2019, scene by scene →
2018 14 mentions in 9 episodes 2 per episode
- 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
- 20VC: Why Brands Can Have The Same Revenue Multiples As Enterprise Companies & The Right Way To Think About Amazon In Today's World of Commerce with Eurie Kim, General Partner @ Forerunner Ventures
- 20VC: Learnings From Backing The Likes of Spotify and Airbnb, The World of Growth Investing Today and The Right Way For Investors To Think About Liquidity with Woody Marshall, General Partner @ TCV
- 20VC: A Framework For Approaching Risk and How It Affects Portfolio Construction | Lessons and Advice From Working with Dropbox's Drew Houston | Why Being A Learning Animal Is The Most Important Factor For Success with Ted Wang, Partner @ Cowboy Ventures
- 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?
- 20VC: The Metrics That Matter In Early-Stage Consumer, Why Moats Matter More Than Brand Today and How VCs Deal with S*** Hit The Fan Moments with Jason Stoffer, Managing Partner @ Maveron
- 20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
- 20VC: How To Think About Founder-Category Fit, Why The Biggest Opportunities Are In Category Re-Architecture & What Can Be Done To Increase The Amount of Women In VC with Nadia Boujarwah, Founder & CEO @ Dia & Co
- 1 more episode that year, every mention in 2018 →
2017 24 mentions in 10 episodes 2 per episode
- 20VC: Why Companies Going Bust Is Part Of The Plan, Why Most VCs Are Later Stage Than They Think & Why Venture Capital Is Humbling with Charlie O'Donnell, Founder @ Brooklyn Bridge Ventures
- 20VC: Lightspeed's Nicole Quinn on Why We Are Not In A Consumer Downturn, Why M&A Has Not Been This Exciting For A Long Time & Why Amazon Is Never Your Friend
- 20VC: VC of The Year: Forerunner's Kirsten Green on 2 $Bn+ Exits in 1 Year, Why We Are In The Very Early Innings For Commerce & How Brand Has Fundamentally Changed Over The Last Decade
- 20VC: The First ICO Blockchain Incubator Ever, Why ICO's Will Change The World of Venture As We Know It & How The M&A Market Will Respond To ICO's with Mike, Jones, Co-Founder @ Science Inc
- 20VC: The 7 Requirements For Startup Scaling, Why VCs Must Approach Every Conversation with A Yes Mentality & Why We Will See The Humanisation of Technology with Renata Quintini, Partner @ Lux Capital
- 20VC: How Startups & VCs Can Build Relationships with Potential Corporate Acquirers? The Challenge Of Operating Both A B2B & B2C Business Model & Why Fundraising Is The One Element Founders Cannot Control with Gautam Gupta, Founder & CEO @ NatureBox
- 20VC: Why It Is BS That You Never Regret Paying A High Price To Get Into A Good Company, Why There Are Only 2 Price Points That Work in SaaS and Why eSports Will Be Bigger Than Traditional Sports in 5 Years Time with Jason Pressman @ Shasta Ventures
- 20VC: Bessemer's Ethan Kurzweil on How To View Pattern Recognition and Deal With The Anti-Portfolio, The Next Frontier In Developer Focussed Businesses & Why eSports Is Interesting Again
- 2 more episodes that year, every mention in 2017 →
2016 58 mentions in 11 episodes 5 per episode
- 20VC: Dollar Shave Club's Series A & B Lead Investor, David Pakman on The Requirements For A Successful Subscription Business & Why A Lot of Investors Do Not Like Consumer
- 20VC: Science Inc's Peter Pham on Why The Battle Between Entrepreneurs & VCs Is Unfair, How To Even The Playing Field & How To Tell When A VC Really Is Interested
- 20VC: Upfront Ventures' Greg Bettinelli on Testing For Founder 'Grit' & What It Takes To Build A Successful Consumer Brand Today
- 20VC: Accel's Brian O'Malley On The Prioritisation Of Growth, The Metrics That Show True Customer Retention & Why The Most Interesting Companies Create A Market
- 20VC: Investing In Sectors That Were Cool 2 Years Ago, What Accel's Facebook Fund Taught a Generation of LPs & Why LPs Need A New Discovery Process with Paul Martino, Founding Partner @ Bullpen Capital
- 20VC: The 3 Things LPs Want To See From VCs & Why The Table Stakes For VCs Is Higher Than Ever with Judith Elsea, Co-Founder @ Weathergage Capital
- 20VC: Lerer Hippeau's Ben Lerer on 'Investing With Imagination', Strategies To Avoid Fomo & Develop Pattern Recognition As An Investor and Why We Have Seen The Rise of Direct To Consumer Business & Will This Continue With Further M&A
- 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
- 3 more episodes that year, every mention in 2016 →
Everything said about Dollar Shave Club, oldest first
Jul 15, 2015 bullish
Jul 29, 2015 neutral
David Wu passed on investing in Stitch Fix, Instacart, and Dollar Shave Club
“But from an investor perspective, I would probably say that, you know, the biggest mistakes have to be, you know, my personal portfolio to date. Or anti-portfolio. And three that come to mind are all for different reasons where companies that I passed on that …”
Aug 5, 2015 positive
Aug 10, 2016 positive
Aug 10, 2016 bullish
Dollar Shave Club showed extraordinarily low early cohort churn
“I flew to LA quickly and sat down with Michael and his team and started to go through the numbers. And I was very specifically focused on, let me see churn. Let me look, let me see what the early cohort churns are. And they were extraordinarily low.”
Aug 10, 2016 positive
Dollar Shave Club sold to Unilever to accelerate global scaling
“Michael and the management team were ultimately convinced that Hey, we can get so much bigger, so much more quickly by working with these guys, then continuing on the independent path, and we like them. So that was really what led to the decision to undertake …”
Aug 10, 2016 bullish
Aug 10, 2016
Dollar Shave Club was headed for an IPO before the Unilever buyout
“We were likely to become a public company really as a financing opportunity to add, you know, many more hundreds of millions of dollars to the company so we could expand internationally into more products and into more territories.”
Aug 10, 2016 negative
Aug 10, 2016
Aug 10, 2016 negative
Aug 10, 2016 positive
Aug 29, 2016
Aug 29, 2016 positive
Science Inc. endured 3,000 rejections to raise $350M and build Dollar Shave Club
“At this point, I think I'm at 3000 plus no's. Right. And you know, what counts is the 83 yeses that we've had, and three hundred and fifty million raised against the portfolio, and now, of course, the Dollar Shave Club billion-dollar exit.”
Sep 5, 2016 bullish
Ben Lerer: Legacy retail and media will heavily acquire DTC startups
“The last few weeks in retail, I mean, just look at the jet and dollar shave acquisitions. You're seeing, these are the first dominoes in what will be a bunch of dominoes falling. I believe in consolidation where the traditional guys in retail, the traditional …”
Jun 28, 2017 neutral
Bessemer Passed on Dollar Shave Club by Overanalyzing Unit Economics
“It was Dollar Shave Club meeting meeting Michael, the founder there very early on, and just, I was always very, he was just an impressive guy. You could see it in his videos. You can see it in his personality. This is someone that'll just will this thing to su…”
Jul 17, 2017 positive
The market overlooked Michael Dubin's serious vision behind Dollar Shave Club
“I think that the market got totally taken by the video, and I think they misread that as a amazing go-to-market gimmick, and they might have missed how amazingly serious Michael is as an entrepreneur and a leader and a businesswoman. Vision that was behind tha…”
Jul 17, 2017 positive
Jan 12, 2018 neutral
Davis: Early DTC giants won primarily through supply chain efficiencies
“Warby Parker and Harry's and Dollar Shave Club and so on and so forth were doing wonderful things. They'd typically been supply chain disruption businesses, and they'd been targeting efficiencies in the supply chain to give the customer a cost saving or an eff…”
Jan 22, 2018
Eurie Kim: Consumer E-Commerce Acquisitions Fetch 4x to 7x Revenue Multiples
“Dollar Shave Club being acquired by Unilever for five X revenue and Shoei's acquisition of by PetSmart, which are four X and even more traditional commerce deals that you see, which are as high as six or seven X for some beauty deals that L'Oreal and Unilever …”
Jan 22, 2018 positive
Oct 1, 2018 positive
Kaden: Dollar Shave Club yielded strong venture returns, Bonobos did not
“The examples you gave of Dollar Shave and Bonobos have wildly different outcomes. One of them was a huge win for their investors and their team and kind of showed that you can get the return on it that they wanted going in, which is Dollar Shave, and the other…”
Nov 2, 2018 bearish
Most funded consumer startups will sell below their last valuation
“Consumer companies typically it'll be a graveyard. There'll be some exceptions. Unilever bots, Dollar Shave Club, because they needed the capabilities of DTC. That'll happen a few more times, but many times they will be sold for half of the last round valuatio…”