direct-to-consumer brands

also referred to as: direct to consumer brands

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 19, 2020 by Sanjeev Aggarwal · across every show →

Everything said about direct-to-consumer brands, oldest first

Feb 19, 2020 bearish

Insight

Aggarwal: High CAC forces single-product D2C brands to become distributors

“Brand will give you stronger unit economics, but brands will have very high, ah, cost of customer acquisition and repeat rates. So very quickly you will find that if you have very high cost of customer acquisitions, Then you can't be a single product company. …”

Sanjeev Aggarwal Feb 19, 2020 ▶ 34:39 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC

Feb 19, 2020 neutral

Disclosure

Aggarwal: Fundamentum has focused investments on distribution over D2C brands

“Direct to consumer brands we haven't yet made too many investments because the question is that is it better to invest in distribution or is it better to invest in brand? So far we have invested more in distribution.”

Sanjeev Aggarwal Feb 19, 2020 ▶ 34:05 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC

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direct-to-consumer brands

Everything said about direct-to-consumer brands, oldest first

Turn any episode into a week of clips.