D2C brands
5 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Oct 13, 2020 by Rahul Chowdhri · across every show →
Everything said about D2C brands, oldest first
Oct 13, 2020
D2C brands need high margins, AOV, and frequent purchases to succeed
“We needed to find areas where things can be sold online both on these commerce platform and also direct to consumer through your own website. And that meant two things. One is high gross margin and good enough EOV so that you can make money on every order. The…”
Oct 13, 2020
Chowdhri: Brand Moats Require Shifting From Functional to Emotional Differentiation
“When this, when you start, it is typically a functional benefit that the consumer needs to like, and it has to be different than what is otherwise available in the market. That's when you stand out. Now those functional differentiation doesn't stay too long be…”
Jan 25, 2021 bullish
Legacy FMCG Giants Will Acquire D2C Brands to Bridge E-Commerce Gaps
“And I really see, I mean, good things and good future for a lot of D to C brands coming in and suddenly getting acquired by bigger FMCGs. That's supposed to happen because bigger FMCGs are clunky. They know the offline business really well. But they are still …”
May 5, 2021 neutral
Apr 18, 2022 neutral
Gill: D2C company revenue valuation multiples generally range between 4x and 8x
“I think that is pretty much set by the, you know, it's general in the industry. It could be anywhere between say four to Seven or eight X also, which is then based on how good the unit economics of the business are. Right. What is the potential of growth, righ…”