Nick Brown
4 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Aug 6, 2018 by Nick Brown · across every show →
On the record as a speaker too: Nick Brown's record, appearances and statements → this page counts the times other people say the name.
Everything said about Nick Brown, oldest first
Aug 6, 2018 negative
Brown: Physical product brands cannot achieve software-style network effects
“If you are building your own product, It's very, very hard to argue that you're going to have the same kind of network effect that a platform business might have because your growth is going to be contingent on how quickly you can build inventory and how quick…”
Aug 6, 2018 bearish
Brown: DTC brands lacking profitable unit economics will fail to raise capital
“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…”
Aug 6, 2018 neutral
Aug 6, 2018 bullish
Brown: Legacy retailers will increasingly acquire DTC brands through mid-market M&A
“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…”