Retail Concepts

topic on 2 shows · 2 statements across 2 episodes

How I Built This 20VC

2 statements about Retail Concepts, every show

Iberti argues venture capital destroys great retail concepts by pushing aggressive overexpansion
“I mean, how many great concept that we've seen over the years that, you know, just got crushed because VC money got in and pushed it too hard. I mean, there's dozen of example.”
J.P. Iberti Jan 12, 2026 ▶ 58:07 La Colombe Coffee Roasters: Todd Carmichael and J.P. Iberti. A Brotherhood Built on Coffee (2020)
20VC Assertion Supported
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.”
Brendan Wallace May 6, 2019 ▶ 15:16 20VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa

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