The Ledger

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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
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