direct-to-consumer

also referred to as: dtc

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 7, 2023 by Ananth Narayanan · across every show →

Everything said about direct-to-consumer, oldest first

Oct 7, 2023 bearish

Insight

Narayanan: Focusing 100% on D2C Early Causes Brands to Bleed Cash

“If you focus a hundred percent on DTC, for example, I think you can represent the brand, but you'll end up bleeding money, which means by the way, you'll have to raise money much sooner.”

Ananth Narayanan Oct 7, 2023 ▶ 1:27:27 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath

Oct 7, 2023 positive

Insight

Narayanan: Ideal 0-20 crore revenue mix is 80% marketplaces, 20% D2C

“I think from the zero to 20 crores, if you can keep an 80 20%, where 80% is e-commerce platforms, and 20% is DTC, it's a great mix. Because then you have enough consumer data, but you also have reach, right, that you can actually get to.”

Ananth Narayanan Oct 7, 2023 ▶ 1:25:52 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath

Mar 21, 2025 neutral

Opinion

Pai: D2C brands only have three ways to acquire customers

“Currently in DTC, there are only three ways of acquiring customers. Google and Facebook, influencers, which is incredibly fragmented, and word of mouth.”

Vikram Pai Mar 21, 2025 ▶ 58:29 Inside India’s Next Gen Startups | Nikhil Kamath ft. WTFund C2/24 Founders · Nikhil Kamath

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direct-to-consumer

Everything said about direct-to-consumer, oldest first

Turn any episode into a week of clips.