Ryan Caldbeck
7 statements across 1 episodes · 2 bullish · 4 bearish · 1 people on the record · first statement Feb 26, 2019 by Ryan Caldbeck · across every show →
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Everything said about Ryan Caldbeck, oldest first
Feb 26, 2019 bullish
Feb 26, 2019 negative
Caldbeck: Consumer receipt apps fail to capture long-tail CPG data
“The challenge has been many of them tap out at five, ten million consumers, at least here in the U.S. The problem with that level is that then that's such a small portion of the pot of the overall population that you're not capturing the long tail of companies…”
Feb 26, 2019
Feb 26, 2019 negative
Caldbeck: Traditional retail data providers cover under 5% of CPG brands
“You've got a couple retail level sales providers that on average track 20, 30,000 Products or companies rather each. There's about a million and a half out there. A million and a half, and they cover less than five percent of them.”
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.”
Feb 26, 2019 positive
Feb 26, 2019 bearish
Caldbeck: Future CPG brands won't reach multi-billion-dollar scale
“There will be more of them, but they will get to a smaller level. So what I mean is it lasts 10 or 15 years, the brands that won, Chobani, et cetera, you can build multi-billion dollar businesses. I'm skeptical if that's true in CPG going forward.”