direct-to-consumer

also referred to as: direct to consumer

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 21, 2022 by Benedict Evans · across every show →

Everything said about direct-to-consumer, oldest first

Feb 21, 2022 neutral

Insight

Evans: Consumers Do Not Want Direct Relationships with Every Brand

“Obviously every brand wants to have a direct Consumer relationship. It doesn't follow that every consumer wants to have a direct relationship with the brand.”

Benedict Evans Feb 21, 2022 ▶ 29:23 The retail reset

Aug 23, 2022 neutral

Insight

Evans: DTC brands lack software margins and network effects at scale

“What's happened repeatedly is that they scaled to a certain point and did not have software margins, did not have network effects, became very capital intensive, had all the economics of a new CPG business, or a new apparel business, or a new clothing business…”

Benedict Evans Aug 23, 2022 ▶ 18:45 A new wave of company creation

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direct-to-consumer

Everything said about direct-to-consumer, oldest first

Turn any episode into a week of clips.