D2C Brands
topic on 2 shows · 6 statements across 5 episodes
the Neon Show 
WTF is with Nikhil Kamath
6 statements about D2C Brands, every show
Raj Shamani: Content creators should target B2B over D2C brand sponsorships
“Reach out to B to B brands more than D to C brands. And I'll tell you why, right? Because platforms when you say B to B. B to B is like, let's say Amazon or Adobe or Google or Meta, WhatsApp, right? They pay you way longer.”
Gill: D2C company revenue valuation multiples generally range between 4x and 8x
“I think that is pretty much set by the, you know, it's general in the industry. It could be anywhere between say four to Seven or eight X also, which is then based on how good the unit economics of the business are. Right. What is the potential of growth, righ…”
Scaling Past 1 Crore Monthly Requires Brand Demand Over Category Demand
“The difference that happens from one to eight to 10 is, you can't just say, is there demand for the product that I'm selling? The question is really, is there demand for my brand and my branded product that I'm selling?”
Legacy FMCG Giants Will Acquire D2C Brands to Bridge E-Commerce Gaps
“And I really see, I mean, good things and good future for a lot of D to C brands coming in and suddenly getting acquired by bigger FMCGs. That's supposed to happen because bigger FMCGs are clunky. They know the offline business really well. But they are still …”
D2C brands need high margins, AOV, and frequent purchases to succeed
“We needed to find areas where things can be sold online both on these commerce platform and also direct to consumer through your own website. And that meant two things. One is high gross margin and good enough EOV so that you can make money on every order. The…”
Chowdhri: Brand Moats Require Shifting From Functional to Emotional Differentiation
“When this, when you start, it is typically a functional benefit that the consumer needs to like, and it has to be different than what is otherwise available in the market. That's when you stand out. Now those functional differentiation doesn't stay too long be…”