DTC companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 26, 2019 by Ryan Caldbeck · across every show →
Everything said about DTC companies, oldest first
Feb 26, 2019 bearish
Caldbeck: DTC customer acquisition costs often jump tenfold within two years
“We see a lot of DTC companies raise money, you know, with a CAC, let's call it 10 dollars, 30 dollars, and then over the course of the subsequent two years, it raises literally sometimes by an order of magnitude, and that is just killing their profitability.”