✨Devon✨
Region: US
Sunday 13 November 2022 04:03:15 GMT
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JustYourBasicCatLady :
We have to stop calling these companies DTC when they have over 100 retail stores in the US
2022-11-14 08:50:59
563
frankles :
do you think DTC is an inherently ineffective business model or did the investor expectations around it simply fall short?
2022-11-14 07:13:56
121
ØttØ :
I really do hope warby parker can stick it out, what they did for people with glasses was incredible. its so expensive needing sight
2022-11-15 14:09:31
144
what in the world?! 🍉 :
Apples and oranges because Allbirds and Warby Parker were one-product category businesses
2022-11-14 10:16:45
108
Court :
VC funded startup industry is the biggest funnel of money from the uber wealthy to the middle class in the past fifty years.
2022-11-15 02:42:35
31
Rem :
Can u do glossier? Im really rooting for them and for everlane
2022-11-13 17:55:16
147
Di :
I love Warby Parker!!! (on my 4th pair 😂) hopefully they pull through cause they have the best customer service and I love their styles
2022-11-23 06:54:24
61
SadBeige :
If they’re losing money either way they should give some to me
2022-11-15 23:55:37
17
Sarah Hanley :
It’s not the business model it’s the investors who inflated the company’s value beyond what was achievable
2022-11-15 09:37:53
50
Lexi H :
Millenials “on to the next newest thing”… I think a lot of us just couldn’t afford them. 🤷♀️
2022-11-25 21:09:36
24
Buckaroo Ponzi :
Wholesale doesn’t solve any problems. I bet the margin is all going to inbound shipping now.
2022-11-14 08:24:20
21
Nate :
I love Allbirds, so I hope they keep going. Although their stores have gotten more minimalist to reflect their bland clothes which I don’t like.
2022-11-23 15:51:56
7
Brandon Dean :
DTC brands ironically were always more expensive, and tended to sell like 7 things
2022-11-14 12:25:49
4
Meredith :
I worked at Bonobos when Walmart bought them, I think the legacy realtors have learned from the digitally native brands and been adapting
2022-11-14 05:07:03
39
Rachel :
I’m obsessed with Rothy’s, they’re DTC but make choices with their brand and assortment that feel insane to me- have you ever looked into them?
2022-11-14 19:57:48
15
Amyfrijoles :
As an apparel industry dropout, one who’s yelled “brick & mortar will never die”, online shopping is not dead either. It’s working itself out. Just w8
2022-11-14 06:41:20
4
Sugarhigh :
It feels like the end of millennial brands between this and tech/crypto crashing
2022-11-14 21:47:22
3
Skyhop2 :
Gee it’s almost like big brands just aren’t sustainable.
2022-11-14 07:48:09
4
RACHEL | Runner & Yapper ✨ :
And on top of that so many DTC brands can’t market on a competitive price. They’re vastly more expensive.
2022-11-14 18:16:24
3
Miles Wilder :
Maybe it’s not sustainable to also be profitable and provide a basic good or service?
2022-11-14 15:28:42
3
anonplussedhuman1 :
I ran a brand that was considering VC for growth and had solid consistent growth but Vcs are novelty obsessed and short sighted. I saw this coming
2022-11-15 14:21:30
4
Katie Sullivan :
Well said.
2022-11-14 05:41:14
2
Luz | slow living, self-care :
Harry’s at target 😂
2022-11-22 00:43:06
3
SV :
this is really great analysis and very succinctly explained. I would also add their failure to understand the importance of Experiential
2022-11-14 11:48:17
3
Conde Nasty :
The business model could work. The problem is that these businesses shouldn’t have ever raised VC money
2022-11-14 11:07:24
4
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