DTC Brands

topic on 8 shows · 14 statements across 12 episodes

the Pitch Another Podcast Innovators & Investors the Startup Ideas Podcast How I Built This All-In TBPN 20VC

14 statements about DTC Brands, every show

INNOVATORS & INVESTORS Assertion Not checkable as stated
Vaidya: Nobody Believed Indian D2C Brands Would Reach ₹1,000 Crores in 2021
“No one in twenty-twenty-one could foresee the scale that e-commerce would get, the growth that e-commerce would get, the ability for Indian brands to reach 1000 plus, like, we're only four years later or three years later from twenty-twenty-one. At that time, …”
Arjun Vaidya Jul 4, 2025 ▶ 5:16 EP11: Reinventing Ayurveda for the Billion User era & D2C investments ft. Arjun Vaidya
HOW I BUILT THIS Assertion Not checkable as stated
Dunn: Investment capital is flowing to profitable wholesale brands, not DTC
“All the money is going into profitable wholesale led brands now, not into DTC brands.”
Andy Dunn Apr 17, 2025 ▶ 42:50 Advice Line with Andy Dunn of Bonobos
TBPN Assertion Not checkable as stated
Meta contact called current climate for DTC brands a "bloodbath"
“The second point that I have is from our contact at Meta who described the current climate for DTC brands, at least the growth oriented ones as a quote unquote bloodbath.”
Conor Macdonald Mar 24, 2025 ▶ 2:59 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
THE PITCH Insight
Conwell: Shuttering DTC removes the primary marketing tool for ingredient licensing
“The reason is the D to C side is just the marketing. So if you get rid of the DTC brand, you've now taken away your largest marketing tool for the industry.”
Mac Conwell Jul 10, 2024 ▶ 20:44 "From Dorm Room to Patented Zipper Technology: A Licensing Revenue Model in the Making"
STARTUP IDEAS Assertion Contradicted
Pujji: At least three multi-billion-dollar DTC brands started with ED
“There's like at least three multi-billion dollar DTC brands started off erectile dysfunction.”
Jesse Pujji Jul 20, 2023 ▶ 27:36 Multipreneurship 101 and Why It Matters
Sharma: Most early-stage DTC brands fail because nobody wants the product
“This happens a lot too with like brands that launch that you know, they have the hardest time going from zero to one, and it's not necessarily because they're doing anything super wrong, but it's like the idea just sucks. You know, like nobody wants adaptogen …”
Nik Sharma Apr 20, 2023 ▶ 2:56 The Secret Strategies of Top DTC Brands with Nik Sharma
Andy Dunn: DTC brands should scale into wholesale and raise under $20M
“And I feel like that's the new playbook in DTC is get the brand to scale in DTC. Open up wholesale relationships, thoughtfully, strategically, perhaps some brick and mortar, and raise less than twenty million dollars, certainly at the high end.”
Andy Dunn Sep 8, 2022 ▶ 39:08 Investing in Mental Health & Embracing Vulnerability with Andy Dunn
Evans: DTC brands succeed or fail on margins, not websites
“And meanwhile, the DTC brands sink or swim based on Retailer margins and consumer product margins, not on having a website.”
Benedict Evans Sep 5, 2022 ▶ 21:01 TV after software
ALL-IN Assertion Not checkable as stated
Petersen: Flexport ships for 80% to 90% of top DTC brands
“We ship for probably 80 or 90% of the hot new DTC brands.”
Ryan Petersen May 24, 2022 ▶ 37:04 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
Brown: Most DTC brands sell uninnovative products identical to existing shelf goods
“Most of them, basically what I'm saying, are not coming up with innovative products. The product is exactly the same as what we've been seeing on shelves for years.”
Toni Cowan-Brown Feb 21, 2022 ▶ 12:40 The retail reset
ANOTHER PODCAST Prediction Not checkable as stated
Evans: Most DTC Brands Will Fail Independently and Face Acquisition
“Clearly a whole bunch of these aren't going to work. A whole bunch of these are going to get aggregated up into Amazons and so on. A whole bunch of them will reach a point scaling point where they need to get bought by Sephora or Procter & Gamble or whoever it…”
Benedict Evans Feb 21, 2022 ▶ 30:39 The retail reset
20VC Insight
Kaden: DTC brands should open physical stores only if customers demand it
“If customers are asking for in-person interaction and own retail, they should probably open physical stores. If they're not, they shouldn't.”
Rebecca Kaden Oct 1, 2018 ▶ 26:26 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
20VC Insight
Brown: Celebrity backing takes a DTC brand from 0 to 2, not 2 to 10
“I mean, it takes you probably from zero to two. It puts you on the map. It gives you an early voice. It helps build a certain amount of traffic as a byproduct of you being someone that's searchable, that people care about, and that the press wants to write abo…”
Nick Brown Aug 6, 2018 ▶ 23:10 20VC: 3 Core Considerations When Investing In Physical Product Co's, Are We In A Direct-To-Consumer Bubble & Why Many Sub $100m Funds Are Moving Earlier and Earlier with Nick Brown, Managing Partner @ Imaginary
20VC Opinion
Stebbings: Immensely bullish on celebrity-backed DTC brands for the next decade
“I mean, for me, I'm immensely, immensely bullish for the next 10 years on DTC brands built with the foundations of kind of celebrity distribution channels that they have existing.”
Harry Stebbings Aug 6, 2018 ▶ 23:59 20VC: 3 Core Considerations When Investing In Physical Product Co's, Are We In A Direct-To-Consumer Bubble & Why Many Sub $100m Funds Are Moving Earlier and Earlier with Nick Brown, Managing Partner @ Imaginary

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