The Ledger
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LTV-Driven DTC Startups Like Casper and Away Harmed Late-Stage Investors
“By the way, this essay was written before the DTC boom, but this is the story of so many direct-to-consumer companies, whether it's Away Luggage, Casper, Warby, et cetera. Ton of money was given to these brands early on to spend a ton on paid marketing. The ea…”