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DTC brands

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 21, 2022 by Toni Cowan-Brown · across every show →

Everything said about DTC brands, oldest first

Feb 21, 2022 bearish
Opinion
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
Feb 21, 2022 bearish
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
Sep 5, 2022 neutral
Insight
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
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