Digitally Native Brands
topic on 1 show · 3 statements across 2 episodes
3 statements about Digitally Native Brands, every show
Digitally native brands trade at lower valuation multiples than software companies
“I think the corollary point is that generally retail concepts and digitally native brands trade at lower multiples, right? So that is reflected, of course, in valuations.”
Digitally native brands inevitably hit an online customer acquisition cost wall
“But what they all seem to face is this dynamic where they grow to a certain point. And at a certain point, whether it's five million dollars or ten million dollars or twenty million dollars, they hit this asymptote. And at that asymptote, the cost of acquiring…”