Insight certainty 3/5 debate potential 2/5

Gulati: Early-stage food brands lack leverage to go direct-to-consumer

Daniel Gulati · #35 The Proof Is in the Pudding · Mar 3, 2025 · at 16:10

Investor Daniel Galati explains his skepticism about direct-to-consumer economics while passing on Petit Pot on The Pitch.

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“I don't actually think it is clear that you can go direct to consumer. Like I think that happens in some cases when brands have leverage. I think when brands don't have leverage or when they're just starting out, it's kind of The retailers, I think, dictate a little bit more.”

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