Consumer Goods
topic on 4 shows · 5 statements across 5 episodes
Capital Allocators 
Top Founders 
the a16z Podcast 
20VC
5 statements about Consumer Goods, every show
Arora: Consumer goods manufacturing costs are only 5-8% of list prices
“Today, I want to say the cost of consumer goods is probably in the five to eight percent of total, you know, list price. The 92% is distribution and marketing.”
Unlike tech, pharma faces structural negative feedback loops from regulators and payors
“In technology, you have network effects. In consumer goods, you have brand virality. And in healthcare, especially in pharmaceuticals, through history, you notice there are negative feedback loops, right? You have big, major counterparties, namely managed care…”
US consumer services are twice the size of consumer goods in GDP
“If you look at, I'm also a hobby economist and if you look at the GDP of the United States, consumer services are twice the size as consumer goods.”
Data analytics will reduce consumer goods inventory despite pandemic shortage fears
“There we think just the increasing use of big data and data analytics to predict consumer demand and actually reduce the amount of inventory will be a more powerful force than the fact that there were shortages in certain areas.”