direct-to-consumer

also referred to as: direct to consumer · dtc

4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jan 7, 2025 by John Coogan · across every show →

Everything said about direct-to-consumer, oldest first

Jan 7, 2025 positive
Assertion Supported
Ridge generates hundreds of millions in revenue with zero outside capital
“Yeah, they haven't raised a dollar, and they've just grown that business, and grown it, and now it's doing I think hundreds of millions of dollars, right, Jordy?”
John Coogan Jan 7, 2025 ▶ 58:47 The END of Ski Season? (E26)
Mar 19, 2025 positive
Opinion
Car Dealership Guy: Tesla is the only automaker to succeed at DTC retail
“And frankly, Tesla is the only one that has really done a great job at it, or sure, maybe Rivian as well. But there's been other plenty of examples on the legacy side that they simply have not been able to do it successfully with launching like a DTC or someth…”
Car Dealership Guy Mar 19, 2025 ▶ 19:02 Car Dealership Guy on Electric Vehicles, Automation, and the Future of Car Dealerships.
Mar 16, 2026 positive
Assertion Not checkable as stated
Espiritu: Epic Gardening Tripled Acquired Seed Brand's DTC Revenue Via Content
“And so we've tripled D to C just by saying we own the business. Basically we haven't done like a crazy amount of improvements. As far as like D to C goes, we just actually paid attention to it and plugged it into content.”
Kevin Espiritu Mar 16, 2026 ▶ 12:57 FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening
Apr 11, 2026 negative
Insight
Janis: Brands should not have pride in remaining solely direct-to-consumer
“I don't think there's any reason to like, Have pride in being a solely DTC business or a solely on, like, there's just, there's consumers everywhere. Like, meet them with the solution that, and at the price point that works for them.”
Chad Janis Apr 11, 2026 ▶ 16:08 Chad Janis: How I Sold Grüns to Unilever for $1.2B
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