The logistics infrastructure being built to power DTC will yield impressive returns.
D2C will be one of the most insane trends in venture history. The valuations & return profiles do not make sense for large funds. But I do have some pretty nice indoor plants and reading glasses, so I guess that's cool.
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Agreed. Tho the Warby Parker innovation was probably more about cutting out middlemen in the supply chain than DTC. Their margins are far better than plants or socks.
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The margins in glasses are fantastic, but Warby Parker wasn’t just disintermediation...there isn’t really a middle man because Luxottica is vertically integrated (from factory to store) and owns most of the market. Warby Parker went up against a near monopoly!pic.twitter.com/RcFbyaRCv6
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D2C is part of the slow unbundling of Amazon, eBay, etc. 10 years ago customers would rarely shop on a random website. Now we can get 50x orders
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Where’d you get the plants from?
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my guess is
@TheSill? Their ads have taken over my Instagram feed lately - Još 1 odgovor
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Do you see dtc by cutting out the middleman in real estate ?
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When people invest in a consumer product business (that is what most DTC biz is) at a $1B valuation (sometimes w/only few hundred mill in sales), you need to turn that into a $3B valuation just to get a 3x CoC. That’s one spicy meatball! For ref, Tide sales = $1B (20% of market)
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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