Podcasts about D2C

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Best podcasts about D2C

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Latest podcast episodes about D2C

The Filmmakers Podcast
The New Rules of Hollywood AI: Jonathan Yunger on Billion-Dollar Slates, Streamer-Approved AI, Arcana Labs and John Rambo

The Filmmakers Podcast

Play Episode Listen Later Jun 16, 2026 88:46


How do you protect the human craft of storytelling while navigating a global independent market that is rapidly contracting? This week, Giles Alderson and Phil Hawkins sit down for an incredibly candid, wide-ranging masterclass with Jonathan Yunger—President of Millennium Media and co-founder of Arcana Labs. Jonathan has masterminded massive worldwide features grossing billions of dollars—producing major franchise hits like The Expendables, The Hitman's Bodyguard, and the Fallen series, alongside star-driven indie standouts like Tesla starring Ethan Hawke, Jolt starring Kate Beckinsale, Till Death starring Megan Fox, and The Enforcer starring Antonio Banderas. His latest project, John Rambo (directed by Sisu filmmaker Jalmari Helander), is a masterclass in 99% practical, old-school action cinema. Yet, Jonathan is also leading the charge on ethical, artist-driven tech integration through Arcana Labs—an enterprise-grade ecosystem fully vetted by major streaming networks after rigorous multi-month security compliance reviews. In this episode, we strip away the PR spin to examine how the disruption of streaming windows broke the traditional indie minimum guarantee model, and why embracing assistive workflows is the key to reclaiming creative risk.

eCommerce Fuel
Getting YouTube Ads Right in 2026

eCommerce Fuel

Play Episode Listen Later Jun 12, 2026 48:07


Is YouTube the most underrated paid channel for eCommerce brands right now? In this episode, I sit down with Brett Curry, founder of OMG Commerce, to break down exactly how seven- and eight-figure brands should be thinking about YouTube ads. Brett has been running YouTube campaigns for top D2C brands for years, and he reveals why YouTube looks terrible in most reporting tools… and why it's still absolutely worth the investment. Listen in as Brett goes deeper on what a winning YouTube ad actually looks like, why the homepage often outperforms the product page for cold traffic, and how creative fatigue on YouTube compares to Meta. You'll also hear his takes on Google Shopping and Amazon in 2026, why branded search spend may be costing you more than it's worth, and how OMG uses geo holdouts and incrementality testing to prove what's actually working and not just what looks good on a dashboard.  You can find show notes and more information by clicking here: https://tinyurl.com/4sufbwdk  Interested in our Private Community for 7-Figure Store Owners? Learn more here.  

Framtidens E-Handel
Från krasch till comeback: Hur Sudio återerövrade marknaden - Johan Gawell - Sudio #377

Framtidens E-Handel

Play Episode Listen Later Jun 12, 2026 78:28


Johan Gawell, grundare och VD Sudio, gästar podden Framtidens E-Handel. De går på djupet med Sudios transformation från D2C till en renodlad wholesale-strategi, hur man bygger lönsamma retailrelationer med Elgiganten och Best Buy, vad tullarna mot USA faktiskt kostar i kronor och ören, och varför ett starkt brand är det bästa skyddet i en värld där AI snabbar upp konkurrensen. Johan delar också sin syn på budgetarbete, risktagande och varför grundarteamet är bolagets viktigaste tillgång - inte kapitalet, inte kanalen.05:00 - Alfapet-appen såldes på Wall Street, kapitalet gick till Sudio.08:11 - Smartphones skapade hörlurar som kategori - timing var allt.22:45 - 800 kvm på Östermalm + Right Ventures in - sen slog covid.40:00 - Tre wholesale-nycklar: hyllplats, lönsamhet, överträffa retailerns KPI.47:08 - Köpte tillbaka aktierna i krisen - rådgivaren sa konkurs, Johan sa nej.49:10 - Budget på bevisad data - inte önsketänkande om Meta-experter.53:00 - Lokalt lager i USA löste tullar. Hormuzsundet ett större hot.66:27 - Brand är vallgrav - AI snabbar konkurrens men kopierar inte förtroende.74:07 - Bästa rådet: ett synkat grundarteam slår kapital och kanal varje gång.Här hittar du Johan & Sudio:https://www.linkedin.com/in/johan-gawell/ https://www.sudio.com/eu/ Sponsor Mimir:https://trymimir.com/ Framtidens Berns Event:https://framtidensehandel.se/products/roast Följ Björn på LinkedIn:https://www.linkedin.com/in/bjornspenger/ Följ Framtidens E-handel på LinkedIn:https://www.linkedin.com/company/framtidens-e-handel/ Besök vår hemsida, YouTube & Instagram:https://www.framtidensehandel.se/ https://www.instagram.com/framtidens.ehandel/ https://www.youtube.com/channel/UCEYywBFgOr34TN8NtXeL5HQPoddproducent och klippare Michaela Dorch & Videoproducent Fredrik Ankarsköld:https://www.linkedin.com/in/michaela-dorch/ https://www.linkedin.com/in/ankarskold/ Tusen tack för att du lyssnar!Support till showen http://supporter.acast.com/framtidens-e-handel. Hosted on Acast. See acast.com/privacy for more information.

Brands, Beats & Bytes
Album 8 Track 17: The Mythology Behind a Great Marketer w/Louis Monoyudis

Brands, Beats & Bytes

Play Episode Listen Later Jun 11, 2026 86:17


Album 8 Track 17: The Mythology Behind a Great Marketer w/Louis MonoyudisWhat does an undergrad degree in folklore and mythology have to do with scaling direct-to-consumer (D2C) brands to millions in revenue? Everything.In this episode of Brands, Beats, and Bytes, hosts Darryl "DC" Cobbin and Larry Taman sit down with seasoned executive Louis Monoyudis (CMO at Artware Editions, former global CMO at Bokksu, Fable Pets, Levo, and Roam). Louis pulls back the curtain on how a deep understanding of human narrative, ritual, and "belief" acts as the ultimate foundation for hyper-growth marketing.Discover why data infrastructure must balance founder intuition , the real reason crowdsourced fashion platforms face massive scaling hurdles , and what "agentic shopping" means for the survival of the traditional brand website. Whether you are a founder battling hubris or a marketer trying to stay ahead of the AI curve, this episode provides a masterclass on balancing creative judgment with business performance.Key Takeaways: The Fine Line Between Religion and MythEscaping the Echo ChamberThe Reality of Decision FatigueAgentic AI & The Future of ShoppingHuman Taste vs. Machine DataThe ROI of CommunityDon't forget to subscribe, rate, and share with a fellow Brand Nerd!Instagram | LinkedIn

two & a half gamers

AI creatives just hit a new level and the most surprising convert is Playrix. After years of holding back, they've gone all-in on AI across Township, Gardenscapes, and Homescapes. Matej, Jakub, Felix (and Freddie the robot) review 100+ AI creatives to figure out what's actually working right now.The episode is a guided tour through the current AI creative landscape: AppQuantum's Golden Goblins running AI influencers from a creative team scaling toward 100 people, Playrix's full-AI pivot with the recurring "there are no ads in Township" concept (and Felix's repeated insistence that ads are coming anyway), the "getting slapped" husband concept that has spread across the entire 4X category in a single month, freezing-families intros rendered at near-Pixar quality, the pajama guy who quietly took over Last War / Dark War creatives, and the broader collapse of creative production timelines from a week to a single day. It's the clearest snapshot yet of how fast AI creative production is moving — and how quickly a single winning concept now propagates across an entire genre.The throughline: this isn't about whether AI creatives work anymore. It's about who's iterating fastest.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Freddie the robot judges the AI creatives02:30 AppQuantum's Golden Goblins and the 100-person creative team04:00 Century portfolio downscaling AI (and near-Pixar quality)07:30 Playrix goes full AI across all three games08:00 "There are no ads in Township" — the recurring concept16:30 Freezing Families gets the full AI intro treatment22:20 The "getting slapped" concept takes over all of Forex33:30 Top Heroes, anime quality, and where this is heading━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━-PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

asap digital
#62 Tina Müller & Susanne Schgaguler – Weleda: Das Playbook einer Transformation

asap digital

Play Episode Listen Later Jun 11, 2026 41:39


Tina Müller ist die CEO, Susanne Schgaguler die CMO von Weleda.Mit Olli & Martin sprechen sie über Weledas Transformation als Playbook – nicht nur für Traditionsmarken.Weleda ist über 100 Jahre alt und zeigt gerade, wie viel Gegenwart in einer Marke stecken kann, die ihre Herkunft nicht verlässt, sondern neu wirksam macht. Tina und Susanne geben Einblick in einen Wandel, der nicht bei Kommunikation stehenbleibt: von schonungsloser Analyse über neue Produktinnovation, internationale Wachstumsambition, digitale Commerce-Strukturen und Social-Media-Relevanz bis zur Frage, wie viel KI eine Marke verträgt, die im Einklang mit Mensch und Natur stehen will.Diese Folge ist ein Gespräch über große Schritte, klare Führung und die Fähigkeit, Erfolge nicht als Ruhepunkt zu missverstehen.KEY TAKEAWAYS:Digitalisierung muss top down gewollt, geführt und als Wachstumstreiber verstanden werdenTransformation gelingt, wenn Analyse, Strategie, Disziplin und Team zusammenkommenschnelle Erfolge, klare Kommunikation und kreative Unruhe halten Organisationen wandelbarLinkedIn:→ Tina Müller→ Susanne Schgaguler→ Olli Busch→ Martin Boeing-MessingKeywords: FMCG, Beauty, Retail Media, TikTok Shop, Gen Z, D2C, Social Commerce, Consumer Centricity, Stakeholder Alignment, Change Leadership, Plattformstrategie, Organisationdesign, Transformationsgeschwindigkeit, Leadership Team Hosted on Acast. See acast.com/privacy for more information.

eCommerce Australia
From $5 Tablecloth to Two Stores: Amanda Phoenix on Building Peak Moto | eCommerce Australia

eCommerce Australia

Play Episode Listen Later Jun 10, 2026 47:13


FREE: Find out why you're brand isn't ranking in AI with a Remarkable Digital Free AIO Audit Here The best eCommerce Australia founder stories start with a problem nobody else has solved.Amanda Phoenix moved from Vancouver to Melbourne with $3,000 to her name, had a motorcycle accident, and sewed her first product from a $5 polka-dot tablecloth she bought at Spotlight. Today she runs Peak Moto - Australia's leading women's motorcycle gear retailer with stores in Melbourne and Brisbane and a fast-growing eCommerce store.In this episode of the Ecommerce Australia Podcast, Ryan Martin sits down with Amanda to trace the full founder journey: From living on a chicken farm in regional Victoria on a working holiday visa, to a presale campaign that flooded her Gmail with 200 orders in a single evening, to rage-quitting a marketing agency job and opening a 29-square-metre hole-in-the-wall with no running water and a four-hour daily limit imposed by the absence of a toilet.Amanda shares hard-won lessons on eCommerce SEO, finding the right marketing agency, why she walked away from wholesale (B2B) to go all-in on direct-to-consumer, how she negotiated her first commercial lease to exit penalty-free, and why community, not advertising, has been the biggest driver of growth for Peak Moto.If you're an Australian eCommerce founder, a product-based business owner, or thinking about opening a bricks-and-mortar store alongside your online store, this episode is essential listening.What You'll Learn• How Amanda bootstrapped Flying Solo Gear Company from zero - no money, no network,no plan• Why a presale strategy turned a hobby into a real eCommerce business overnight• The exact lease negotiation that let her exit her first store with 30 days notice and no penalty• Why she dropped B2B wholesale and went D2C — and what it meant for margins• How to build a community that sells for you without paid advertising• What to look for (and watch out for) when hiring an eCommerce marketing agency in Australia• Bricks-and-mortar lessons: why smaller is smarter when opening your first retail locationEpisode Timestamps00:00 Welcome — the full circle moment02:00 Amanda's background: strength coach, national team, total burnout04:30 Why Australia? Selling everything for $15K CAD and booking a one-way ticket06:00 Chicken farm in regional Victoria — the working holiday visa reality08:30 Moving to Melbourne: nearly run over by a tram on Day 110:00 The motorcycle accident that created Flying Solo11:30 The $5 Spotlight tablecloth, a borrowed sewing machine, and the first bum bag13:30 The Yarra Valley petrol station moment — what are you wearing?15:00 Kill Switch Pack: carbon fibre, Kevlar, and the world's toughest bum bag17:30 Flying Solo born in one day at the cafe downstairs20:00 The presale that changed everything: 200 backpack orders in one evening22:00 Word of mouth, Mailchimp, and growing without paid ads24:00 Rage quit → first retail space → 29sqm with no toilet27:30 Importing MotoGirl, Revit saying yes when everyone else said no29:00 Why Flying Solo became Peak Moto31:30 Founder advice: smaller MOQs, ditch B2B, test before you scale36:00 How Peak Moto built a community that drives word-of-mouth sales40:00 Bricks and mortar lessons: leases, location, lifestyle44:00 How to find a good marketing agency — and the red flags to watch forLinks & MentionsGuests→ PeakMoto — Women's Motorcycle Gear (Melbourne & Brisbane)→ Flying Solo Gear Company→ Amanda Phoenix on InstagramMentioned in this episodeRevit Motorcycle Gear — peakmoto.com.au/brands/revitMotoGirl — UK women's motorcycle gear brandPulp Digital — Meta ads agency (shoutout: Bella)

The Private Equity Podcast
From Warby Parker to Diapers.com: David Bell on Consumer Brand Success

The Private Equity Podcast

Play Episode Listen Later Jun 9, 2026 29:12


In this episode of The Private Equity Podcast, Alex Rawlings speaks with David Bell, former Wharton Professor of Marketing and early-stage investor in consumer companies including Diapers.com, Warby Parker, Harry's and Jet.com. David shares what he looks for in standout consumer brands, why founder insight and capital discipline matter, and how businesses can build emotional and symbolic value around everyday products.David explains why great consumer companies often begin with a simple frustration: what is wrong with the status quo? From buying diapers online to rethinking eyewear pricing, the best founders identify a clear customer problem, build a strong proposition, and execute with precision. He also discusses why overcapitalisation can damage consumer brands, using Allbirds and Casper as examples of businesses that grew quickly but struggled to sustain value.The conversation explores omnichannel distribution, brand storytelling, cultural relevance and genuine product innovation. David highlights Touchland, Warby Parker, Native, EOS, Hello and Happy, showing how founders can elevate mundane categories through design, positioning and customer experience.Key Takeaways: Great consumer investments often start with a visceral customer problem.  Capital efficiency is critical because consumer exits rarely match software-scale outcomes.  Strong brands combine functional, emotional and symbolic value.  D2C alone is rarely enough; winning brands need a measured omnichannel strategy.  The next wave of consumer winners needs real product innovation, not just better go-to-market.  Founder obsession with small details in design, scent, usability and narrative creates differentiation. Timestamps: 00:03 – Introduction to David Bell and his journey from New Zealand to New York 01:00 – David's background at Wharton and investing in consumer companies 01:28 – What attracted David to early winners like Diapers.com 02:19 – Why Diapers.com solved a fundamental customer pain point 03:15 – The importance of insight, execution and market size 03:44 – Lessons from Allbirds and the dangers of overcapitalisation 05:32 – How great consumer brands scale beyond the early stage 06:27 – The shift from pure D2C to omnichannel distribution 07:52 – Why strategic buyers value brands with retail traction 09:18 – Why some consumer brands fail to sustain momentum 10:11 – Touchland and the reinvention of hand sanitiser 11:33 – Cultural relevance, collaborations and emotional connection 12:03 – Sponsor message from Grata 12:32 – What makes a brand fundamentally strong 13:29 – Diapers.com and the power of descriptive branding 14:26 – Warby Parker's storytelling, fairness and American heritage 15:49 – Building cognitive associations through brand activations 17:40 – How much brand success is intentional versus luck 18:09 – Opportunities in legacy consumer categories 19:24 – Why obsessive attention to detail matters 20:19 – Craig Dubitsky, EOS, Hello and elevating mundane products 21:15 – Happy Coffee and design-led differentiation 22:14 – Where the consumer industry is today 22:43 – Capital-efficient growth and the Native deodorant example 23:39 – Why real product innovation now matters more than ever 24:36 – What David reads, watches and listens to 25:04 – Identifying white spaces in health, wellness and longevity 26:30 – Consumer opportunities through cultural arbitrage 27:27 – Lessons from Coca-Cola's global distribution and brand power 28:24 – How to connect with David Bell 28:52 – Closing remarksRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

two & a half gamers

Block Out by Grand Games is scaling to $300K/day — and it doesn't even have an Android version yet. It's about to become Grand Games' biggest title, overtaking Magic Sword, and the whole thing is a masterclass in perfect execution over original innovation.Matej Lančarič, Jakub Remiar, and Felix Braberg break down Block Out, the deterministic sort puzzler that's quietly become one of the most aggressive scalers in mobile. The conversation covers how Block Out's iteration is now out-earning the game it borrowed from (Color Block Jam), the level-design difference that makes it more casual and more approachable, the UA upgrade that Jakub estimates at 500%+ over Grand's earlier games, the iOS-only / US-only / single-AppLovin-campaign soft launch playbook (the same one Pixel Flow used), the blended-ROAS interstitial strategy driving 32-36% ad revenue, and the 1,000+ creatives and 260 playables now powering the scale. Plus the bigger Grand Games story: a $70M raise, $105M+ total funding, and a template machine that takes proven concepts and executes them better than anyone.The thesis, straight from the episode: Grand Games doesn't do giant innovation. They do perfect execution.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 the 500% UA upgrade03:50 The numbers — $300K/day, 140K downloads/day, iOS only06:40 The Grand Games template — perfect execution, not innovation10:25 What a deterministic sort puzzler actually is13:25 Block Out vs Color Block Jam — the level design difference20:50 The soft launch playbook — one AppLovin campaign, US only21:45 The ad question — blended ROAS and 32-36% ad revenue26:30 The UA breakdown — Mintegral, 1,000 creatives, 260 playables--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Le Rendez-vous Marketing
Email Marketing D2C : la masterclass complète avec Tom Boeglin (flows, KPIs, segmentation)

Le Rendez-vous Marketing

Play Episode Listen Later Jun 4, 2026 58:59


On Call with Insignia Ventures with Yinglan Tan and Paulo Joquino
Konvy CEO & Co-Founder QingGui Huang on Matchmaking Quality Beauty Brands to the Global Market

On Call with Insignia Ventures with Yinglan Tan and Paulo Joquino

Play Episode Listen Later Jun 4, 2026 28:31


In this episode of On Call with Insignia Ventures, join us on this call with QingGui Huang (Gui), CEO and co-founder of Konvy, for a wide-ranging conversation on what it means to build a health and beauty e-commerce platform for Southeast Asia in 2026. Now in its 13th year of operations and fresh off a Series B round backed by Cool Japan Fund, Konvy has grown from Thailand's leading beauty e-retailer into a regional multi-channel platform with stores and operations across Thailand, the Philippines, and Malaysia. The discussion explores how shifting consumer behavior, the rise of TikTok Shop, and the growing complexity of omni-channel commerce are reshaping the competitive landscape. Konvy's “matchmaking” thesis, connecting quality global brands with underserved regional consumers, is also finding new relevance as both inbound and outbound brand flows mature across the region. Gui also shares his perspective on AI's complementary role in e-commerce operations, the challenges of cross-border localization, and what a potential public market listing could mean for Konvy's next chapter.Timestamps(0:00): Introduction(2:00): Konvy's Background and the Evolving E-Commerce Landscape(5:00): Konvy as Southeast Asia's Beauty and Health Gateway(7:00): Pain Points for D2C and E-Commerce Brands(9:00): AI as a Complementary Force in E-Commerce(13:00): The Cool Japan Fund Partnership and Inbound Brand Strategy(16:00): Outbound Strategy: Taking Southeast Asian Brands Global(18:00): Omni-Channel Strategy: Balancing Online and Offline(21:00): Localizing for New Markets: Philippines and Malaysia(23:00): Building Global Infrastructure and the Path to Public Markets(26:00): Advice for Entrepreneurs and FoundersAbout Our GuestQingGui Huang, known as Gui, is the CEO and co-founder of Konvy, Thailand's leading health and beauty e-commerce platform. A US-educated Chinese entrepreneur who received his Bachelor's in Management and International Business from Purdue University, Gui built online fashion businesses in Beijing before returning to Southeast Asia in 2011, spotting the opportunity to create a dedicated beauty e-commerce platform in Thailand, where he had spent some of his childhood. He founded Konvy in 2012 with his co-founders, growing it from a 100,000 baht startup in a single rented room into the country's number one beauty retailer, carrying over 1,000 brands and 20,000 products across its own app, major marketplaces, TikTok Shop, and physical retail stores. Konvy has expanded into the Philippines and Malaysia and raised multiple funding rounds, most recently a Series B led by Cool Japan Fund, reflecting the platform's growing role as Southeast Asia's gateway for global beauty brands, both inbound and outbound.Directed by Paulo JoquiñoProduced by Paulo JoquiñoFollow us on LinkedIn for more updates: https://www.linkedin.com/company/insignia-ventures/?viewAsMember=trueThe content of this podcast is for informational purposes only, should not be taken as legal, tax, or business advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any Insignia Ventures fund. Any and all opinions shared in this episode are solely personal thoughts and reflections of the guest and the host.

De dono para dono
#138 O novo jogo do commerce: operação e experiência do cliente

De dono para dono

Play Episode Listen Later Jun 3, 2026 64:44


Neste episódio do De Dono para Dono, recebemos Eduardo Fregonesi, Cofundador & CEO na Unlock, uma empresa de full service para operações D2C e B2C.No bate-papo, discutimos os desafios de escalar uma empresa, os aprendizados e erros por trás de processos de aquisição, o impacto da inteligência artificial nos negócios, o futuro do e-commerce e como logística e experiência do cliente se tornaram fatores decisivos para o crescimento das empresas. Se você se interessa por e-commerce, este episódio é para você!       Conheça a Auddas e descubra como podemos ajudar a alcançar o sucesso:https://auddas.com/https://www.youtube.com/@auddashttps://www.instagram.com/juliantoniolihttps://www.linkedin.com/company/auddas-consulting/https://open.spotify.com/show/0Txf0LYFaLITDaWoyHcseW?si=d020fd9381c147b3 Onde você pode encontrar o Eduardo:https://www.linkedin.com/in/eduardo-fregonesi/https://www.instagram.com/eduardofregonesi/ Onde você pode encontrar o Bruno:https://www.instagram.com/_brunoruy/https://www.linkedin.com/in/bruno-ruy/

digital kompakt | Business & Digitalisierung von Startup bis Corporate

Halal-Süßigkeiten aus dem WG-Zimmer auf über hunderttausend Follower und Millionenumsätze gebracht – Tayfun Öner macht vor, wie ehrliches Bedürfnis, Community-Nähe und gelebtes Performance-Marketing ein D2C-Modell prägen, das echte Alternativen schafft. Wie Frust über fehlende Auswahl zur Gründung führt und Content zu Selbstbewusstsein, ohne Übermut: Die Neigung, klein zu bleiben, zahlt sich aus, wenn Wachstum Haltung braucht. Du erfährst... …wie Tayfun Öner mit Miralina eine Nische für Halal-Süßigkeiten erobert. …welche Rolle Performance-Marketing und Content bei Miralinas Erfolg spielen. …wie TikTok Shop und Influencer-Marketing Miralinas Wachstum befeuern. __________________________ ||||| PERSONEN |||||

two & a half gamers

Voodoo wasn't supposed to be making this kind of money. For years their entire portfolio sat at sub-$100K/day games — Mob Control, Cap Heroes, the usual hyper-casual treadmill. Then something switched in early 2026 and now they're suddenly running at $1M/day in IAP across the portfolio. The flag-bearer for the new era is Marble Sort.We dig into Marble Sort by Voodoo — a sort-category puzzler that scaled from launch in February to $200K/day in IAP plus $52K/day in ad revenue by March. The conversation covers the sorter-category explosion (Pixel Flow's Scopely acquisition for close to $1B set the precedent), the 800-1,100 creatives running on AppLovin and what they tell us about Voodoo's creative production discipline, the level-design and APS-curve methodology that Tripledot-style studios actually use, why this game could be just a mini-game inside Royal Match (and why that matters), and the bigger story underneath: Voodoo just launched a mid-core PvP studio led by ex-Kameli Games French founders, signaling a serious IPO push in the next 1-2 years.If you want to understand the Voodoo renaissance — or just figure out why Jakub keeps insisting "the sort category is the new hot shit" — this is the episode.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Voodoo is suddenly doing $1M/day in IAP02:24 The sorter category is the new hot shit (and why)05:36 The Voodoo portfolio renaissance — Castle Clashers + Marble Sort08:56 Walking the game — sorting mechanics, level curve, no live-ops yet13:40 The level design metrics — APS curve, booster win ratio17:38 32% ad revenue + $52K/day = roughly $250K/day total19:59 800-1,100 creatives in 30 days — AI + gameplay + AppLovin altered videos28:33 Voodoo's new mid-core PvP studio + the IPO setup--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SAChapters---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

CEREAL TALK / シリアルトーク
コンシャスコンシューマリズムの終焉:EverlaneとAllbirdsが残した教訓 #251

CEREAL TALK / シリアルトーク

Play Episode Listen Later May 31, 2026 31:44


CEREAL TALKのニュースレターはこちらhttps://cerealtalk.jp/(00:25) 速報:EverlaneがSHEINに買収・評価額6億ドルから1億ドルへ転落(03:20) 創業者が「買収20分前」に初めて知らされた内部事情(05:06) Everlane衰退の原因:競合激化・コロナ・デザインの迷走(06:41) SHEINがEverlaneを欲しがった理由とは?(11:36) コンシャスコンシューマリズムの終焉(13:51) 成功するサステナブルブランドとの違い(15:08) VCマネーとサステナブルブランドのミスアラインメント(17:22) ファウンダー依存の罠(18:40) TikTok時代に「言葉で語るブランド」は通用するか?(21:33) D2Cの多様化する戦い方(26:15) 日本目線のEverlane<おたよりフォーム>https://forms.gle/Tgzv4y8PCTs86EcY6<メンバー>沼田 雄二朗https://twitter.com/Numauer最所 あさみhttps://twitter.com/qzqrnl宮武 徹郎https://twitter.com/tmiyatake1草野美木https://twitter.com/mikikusano

The Pritika Loonia Podcast
Consumer Psychology Of India - Aapko Surprise Kar Degi | Sharad Lunia -Sage Up With Pritika Ep- 40 |

The Pritika Loonia Podcast

Play Episode Listen Later May 31, 2026 57:40


In this insightful episode, marketing data expert Sharad Lunia breakdowns how early-stage and established brands can optimize their ad spend and retail strategies using consumer purchase intelligence. Shifting the focus from broad targeting to absolute efficiency, the discussion highlights why most of India's discretionary spending is concentrated within a tight 5% consumer pool and how brands hit a growth ceiling by relying solely on Meta's native algorithms. From online D2C tracking to hyper-local physical store expansion, this episode serves as a tactical masterclass for founders looking to build a premium, sustainable brand in a value-conscious market.1. The 5% Premium Universe: Why targeting the entire population wastes capital, and how to isolate the top 5% of Indian consumers who drive 95% of discretionary purchases.2. The Meta Ceiling Problem: Understanding why platform incentives don't always align with brand profitability, and how cross-brand data tracking solves this.3. Offline Retail Intelligence: A deep dive into how VIP Bags mapped catchment areas to distinguish between bad locations and poor local marketing.4. The Premiumization Wave: Exploring the consumer shift toward health and value, featuring real-world case studies from ID Fresh paneer and March Tee.5. Hyper-Local Frameworks: How non-digital services—like a neighborhood dentist clinic—can pinpoint exact high-affluence buildings to run highly converted online campaigns.6. D2C First Six Months: Why founders must treat their initial customers as a research cohort to validate true product-market fit before scaling ad budgets.Connect With Pritika -Podcast Related Emails - connect@pritika.coInstagram- https://www.instagram.com/pritika.looniaListen to the full podcast here - https://www.youtube.com/@PritikaLooniaOfficial Facebook - https://www.facebook.com/captainpritika/Learn From Me - www.pritika.co Listen to my podcast on - Jio saavn - https://www.jiosaavn.com/shows/sage-up-with-pritika-loonia/2/ZukCx7qhBVQ_ Spotify- https://open.spotify.com/show/7ErewAP263SgLXOUE8V0SI?si=f0c13ec52bb74062 Apple Podcast- https://podcasts.apple.com/in/podcast/sage-up-with-pritika-loonia/id151762994500:00:00 - 00:01:37 - Hook and highlights00:01:37 - 00:07:33 - India's premium 5 percent consumer00:07:33 - 00:14:14 - Cross-brand data targeting engine00:14:14 - 00:21:54 - VIP Bags retail location strategy00:21:54 - 00:30:50 - 3 pillars of sales success00:30:50 - 00:44:11 - Premiumization trend in Indian food00:44:11 - 00:52:35 - Hyperlocal marketing data map00:52:35 - End - Finding real product market fit

PPC Den: Amazon PPC Advertising Mastery
You're Not Out of Stock, So Why Are Your Sales Down?

PPC Den: Amazon PPC Advertising Mastery

Play Episode Listen Later May 29, 2026 16:57


Ever noticed your Amazon sales dropping and immediately blamed your ads? We all do it! In this episode, Michael and Campaign Manager Olena reveal a massive secret about what is really killing your sales.It turns out you do not have to be completely out of stock to lose money. Just having a lower inventory drops your conversion rate and your sales velocity. Olena actually brought the receipts for this one. She stacked daily Business Reports and Inventory Ledgers to prove this crazy theory with hard data.When she looked at the numbers, she found something wild. One client could never break $9,600 a day in sales with low stock. But they always hit over $10,000 when fully stocked. Why does this happen? It is all about the Amazon algorithm and delivery times. When your stock is low, it does not go down equally everywhere. This means longer delivery times in certain states, which hurts your regional conversions.We'll see you in The PPC Den!

two & a half gamers

A top-5 mobile game with 60-70 million daily active users just disappeared from Google Play for 24 hours and came back. Nobody from Hungry Studios is saying anything. That's the headline.Jakub Remiar flies solo this week with nine stories from the May 23-29 news cycle. The Block Blast Android outage is the biggest shock — a game that big going dark on a major platform for an entire day with zero public explanation. The Monopoly Go licensing story is the most quietly important: Scopely paid Hasbro $41M last quarter alone, confirming the $168M/year run-rate that puts Monopoly Go in genuinely different stratosphere from everything else in social casino. And Valve raised the Steam Deck OLED 1TB from $649 to $949 — a 40% hike that prompted Tim Sweeney to publicly joke about Gabe Newell's $500M super-yacht.Plus: Playtika layoffs as social casino keeps declining, Unreal Engine 6 teased via Rocket League, NetEase posts 7% YoY growth, CD Projekt Red announces a new Witcher 3 expansion called Songs of the Past, IO Interactive's James Bond game hits 1.5M copies in 24 hours, Fortnite returns to iOS to a 3.4M download spike, and the GDC 2026 trend report confirms generative AI is the only thing anyone in the industry is talking about.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — the Steam Deck mega-yacht joke00:30 Block Blast vanished from Google Play (and came back)02:00 Playtika layoffs + Monopoly Go's $41M Hasbro license fee03:30 Unreal Engine 6, NetEase Q1, Witcher 3 + James Bond05:24 Sponsor — Potensus06:32 GDC 2026 trend report — generative AI dominates07:30 Fortnite iOS return drives 3.4M downloads in 8 years08:30 Steam Deck +40% price hike + the mega-yacht punchline

eCommerce Evolution
Stop Running YouTube Ads Like Meta Ads: The DTC Playbook for 2026

eCommerce Evolution

Play Episode Listen Later May 28, 2026 57:08


Most D2C brands have tried YouTube ads. Almost none of them are getting credit for what those ads are actually doing. Brett Curry, CEO of OMG Commerce and the guy behind YouTube growth for brands like Native, Arctic, and Dude Wipes, makes the case that in-platform reporting is under-counting YouTube's real impact by roughly 70% — and that the brands leaning in right now are about to widen the gap on everyone still dabbling.This one goes deep: incrementality testing, omnichannel attribution, creative frameworks, and why your Meta winners almost certainly won't survive on YouTube.Inside the episode:Why a 1.0 in-platform ROAS on YouTube is probably a 3.4 in reality — and the 190-test incrementality study behind that numberHow Arctic drove a 25% Walmart sales lift (and 230% branded search lift) by running YouTube in select markets — measured scientifically against matched control marketsThe three creative types that actually work on YouTube: hero/brand films, single-creator UGC, and the specific criteria your Meta winners need to meet before you bother testing themHow to diagnose a broken YouTube ad using just three metrics: view rate, click-through rate, and average watch time per impression — and what each one tells you to fixWhy campaign structure for retail lift looks completely different than for D2C sales — and how to set up for both at once—Sponsored by OMG Commerce - go to https://www.omgcommerce.com/contact and request your FREE strategy session today!—‍Chapters:[0:00] Introduction: Why Most Brands Still Suck at YouTube[1:51] Audience Poll: Who's Actually Winning on YouTube?[3:15] The Core Problem: Bringing a Meta Mindset to YouTube[4:05] YouTube as Trust: Creators, TV, and Time Spent[8:14] Incrementality 101: Measuring the Real Impact of Your Ads[11:22] How Incremental Is YouTube? The 3.4x ROAS Reality[15:28] Going Omnichannel: Using YouTube to Drive Retail and Amazon Sales[19:13] Arctic Case Study: Measuring YouTube's Impact on Walmart Sales[24:09] Creative Diversity: The Essential Elements of a YouTube Ad[27:16] Creative Breakdown: Single Influencer, Hero, and Mashup Ad Examples[38:05] Creative Story Arc: How to Hook Viewers and Drive Action[40:24] Creative Feedback Loops: What Data to Watch and Why[46:09] Campaign Structure: How to Buy Media Based on Your Goals[51:56] Measure, Model, Maximize: The Trifecta of YouTube Measurement—Connect With Brett: LinkedIn: https://www.linkedin.com/in/thebrettcurry/ YouTube: https://www.youtube.com/channel/UCQmbMwBW8LYDfFAqNqlgTGw Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contactPast guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more

Matrix Moments by Matrix Partners India
245: Building a brand that is used by 20% of India's D2C Market | Chirag Taneja, CEO - GoKwik | Unstarted

Matrix Moments by Matrix Partners India

Play Episode Listen Later May 28, 2026 35:10


Chirag Taneja built GoKwik into 1 in 5 D2C checkouts in India. But the path there was a series of bets that didn't work, jobs that didn't last, and one moment in 2020 where the suitcases for Canada were packed and waiting in his living room.In Episode 12 of Unstarted, Chirag sits down with Avnish Bajaj to talk about what it actually means to keep tinkering, and when tinkering becomes the thing that holds you back.They get into: 1. What's really important to start a business: idea, capital, or knowledge? 2. Why choosing the right problem matters more than solving any problem 3. The Canada PR that almost happened (and the suitcases that are still in his house) 4. Probabilistic thinking, and why "generate choices" beats "make decisions" 5. Should you have a co-founder you don't already know? 6. How he thinks about ESOPs, the size of the pieUnstarted is a Z47 series. For founders, by founders. New episode every Thursday.Chapters 00:18 From the shop floor to a 1-in-5 D2C company01:35 A banker father, a single parent, and "play with intent"03:15 Why he chose Delhi College over IIT Delhi Civil05:30 The first Asian team to build a Formula race car06:25 The Maruti bet that landed him on the shop floor07:10 Q: Idea, capital, or knowledge — what matters most?08:50 How Bombay Shaving Company became the foundation of GoKwik09:35 The right problem matters more than the right solution10:55 Payments were broken in 2005. They were still broken in 2017.11:50 Pick your game: badminton or golf?13:20 The Canada PR, the suitcases, and the trip that never happened15:25 Generate choices before you make decisions17:50 When the tinkerer turns on himself19:15 Why "what worked then" stops working at 1-to-1022:45 Q: When should you have a co-founder?24:45 Why arranged co-founders are too risky28:30 Closing

two & a half gamers

One guy. Five helpers. $30 million a year in revenue. 97% profit margin. Zero UA. 700 million lifetime downloads. The most successful solo developer in mobile gaming history is Swedish and you've probably never heard of him.Matej Lančarič, Jakub Remiar, and Felix Braberg return with another One Man Wonder episode — this time on Robert Topala (RobTop Games) and Geometry Dash. The game launched in 2013 as a premium $1.99 title, spawned a free-to-play Lite version, and has been compounding ever since. Active users just hit an all-time high of 10 million DAU — double where they were in October last year. Daily revenue is $75K, with 2025 trending toward $27M after a record $33M in 2024.The most uncomfortable part isn't the revenue. It's that Topala has literally one UA creative running, his entire growth engine is organic, and his profit margin has stayed between 93% and 97% every single year since 2015. He's still in Sweden paying full Swedish tax because he can't be bothered to relocate. The lesson for everyone else? Either build something so good that creators on TikTok and YouTube market it for free for a decade — or accept that you'll never operate at this margin profile.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — $27.4M revenue, one employee02:32 One Man Wonder #N — meet Robert Topala from Sweden05:18 All-time-high 10M DAU and the growth curve doubling14:32 Ad revenue breakdown: $75K/day total revenue16:35 The Swedish financial filings — 93-97% profit margin since 201520:12 How AppLovin mediation 3x'd revenue from 2022 to 202422:41 Third biggest platformer by downloads — just one person26:34 TikTok and YouTube as the real UA engine--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠#mobilegaming #useracquisition #gamedesign #geometrydash #robtop #onemanwonder #f2p #geometrydashshowcase Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

eCom Pulse - Your Heartbeat to the World of E-commerce.
209. The M&A Window You Can't Afford to Miss ft. Ilya Mikin

eCom Pulse - Your Heartbeat to the World of E-commerce.

Play Episode Listen Later May 27, 2026 32:01


Ilya Mikin is Vice President of Technology M&A at Corum Group, one of the leading technology M&A advisory firms globally. His background spans more than two decades across enterprise marketing at Intel and Unilever, executive and CEO roles at companies including iHerb, multiple founder exits across AdTech, MarTech, and FinTech, and now advising founders through acquisitions. He has been on every side of the M&A table, which makes his perspective unusually grounded.This episode gets into what has fundamentally changed about how technology and e-commerce companies are built, valued, and sold. The old playbook of raising VC money, growing at all costs, and gunning for IPO has largely collapsed. What replaced it is a market where M&A has become the primary liquidity event for founders, and where the rules for what makes a company attractive have shifted significantly.Eitan and Ilya dig into what acquirers actually look at today: why NRR, GRR, and low churn have become the cornerstones of valuation, why private equity now represents up to 40-50% of buyers in some sectors, and what it means to be an AI-native company versus an AI-enabled one. They also cover the mechanics of the M&A process itself — the four to eight week preparation phase, how Corum builds competitive tension among buyers, why the narrative around a business often matters more than the financials, and the internal deal killers that founders rarely talk about openly.Ilya also shares his take on where shoppable video sits in a world increasingly shaped by agentic AI, why he believes emotional product categories are protected from agent-driven purchasing, and what he is personally watching in the space. Founders who are building toward an exit, or who have never seriously thought about timing one, will find this conversation both practical and clarifying.Website: https://www.vimmi.netEmail us: info@vimmi.netCommerce Untold: https://vimmi.net/commerce-untold/Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/YouTube: https://www.youtube.com/@VimmiVideoCommerce/featuredGuest: Ilya Mikin, Vice President Technology M&A, Corum Group, Ltd.Ilya Mikin's LinkedIn: https://www.linkedin.com/in/ilyamikin/Corum Group, Ltd.: https://www.corumgroup.com/Watch the full Youtube video here:https://youtu.be/2lFD9JXIjIgKey Takeaways:VC investment in D2C e-commerce collapsed more than 90% from its 2021 peak, while M&A deals in that same sector grew 47% in 2025 — the exit path has fundamentally shiftedIPO is no longer the default liquidity event for most founders; M&A is now the primary outcome to plan aroundAcquirers today prioritize NRR, GRR, and low churn over raw growth rate — the stickiness and profitability of your customer base drives valuation more than top-line momentumPrivate equity now represents up to 40-50% of buyers in some sectors, and PE buyers lead with EBITDA, not vision — a minimum of $2-3M ARR and $500K EBITDA is roughly where serious interest startsBeing an AI-native company can increase your valuation by 20-30% or more; for true AI-native businesses, multiples can reach up to 20x EVFor AI companies, proprietary data sets matter more than the technology itself — the model is the moatMarket consolidation follows a cycle: the first quartile of a consolidation window has the most buyers, the most competition, and the highest multiples. Waiting too long means the music stopsThe narrative you build around your company matters more than your financials in the early stages of a buyer conversation — buyers need to feel fear of missing outRunning a competitive process with multiple interested buyers is the single most powerful lever a founder has in an M&A negotiation — inbound interest from one buyer puts the founder in a weak positionDeal fatigue and co-founder misalignment are the two most common internal reasons M&A deals collapse before closingAgentic AI will likely commoditize purchasing for basic, emotionally neutral products — but shoppable video remains essential for fashion, luxury, and any category where emotional decision-making drives the purchaseMore than 20% of WallID's customers now come through AI search channels like ChatGPT, Gemini, and Claude, with zero marketing spend — a real signal of how discovery is changingChapters:[00:00] Introduction and Guest Background[00:57] Ilya's Path from Intel and Unilever to E-Commerce and M&A[02:07] How the Approach to Building and Exiting Startups Has Changed[03:29] Why VC Investment Collapsed and M&A Deals Are Rising[04:40] What Acquirers Actually Look at Today: NRR, GRR, and Profitability[05:58] The Rise of Private Equity as a Buyer and What PE Wants[07:20] How AI-Native Companies Command a Valuation Premium[08:47] Where E-Commerce Multiples Stand Today[10:32] The Sell-Side Process: Preparation, Positioning, and Narrative[12:06] The Consolidation Window and Why Timing Your Exit Matters[13:38] How Corum Prepares Founders for Market[14:17] Technology Evaluation: AI vs. Non-AI Companies[17:00] Building the Story, Outreach, and Creating Competitive Tension[20:02] How Long a Typical M&A Process Takes[21:44] Deal Fatigue and Co-Founder Misalignment as Internal Deal Killers[23:28] Shoppable Video and Agentic Commerce: Where Emotion Still Wins[26:09] WallID: Solving Checkout Friction and Fraud at Scale[28:13] Managing Multiple Ventures and the Side-Hustle Mindset[29:44] What Ilya Is Watching in E-Commerce Right Now: Know Your Agent[31:04] How to Connect with Ilya and Corum Group

two & a half gamers

AppQuantum's Golden Goblins is five years old and still dropping new creatives nobody else is matching. Magic Sword is running 5,000+ new playables per month. Match Villains just flipped the "save the king" formula and is converting harder than ever. And AI creatives are now indistinguishable from human ones in roughly half of the libraries we looked at.Matej Lančarič is joined by Felix Braberg and John Wright (Playable Maker, sitting in for Jakub) to walk through Sensor Tower's April creative trends and figure out what's actually winning right now. The conversation covers the Golden Goblins production machine and why they're still using gates (yes, gates), Match Villains flipping the king-rescue formula into peasant-rescue, the AI invasion of creative libraries, why near-death experience hooks are showing up everywhere, the $40 vs $10 CPI gap between 4X and idle arcade creatives, the brutal volume race (Magic Sword 5K, Royal Match only 300), and the 80/20 iteration rule that separates winners from everyone else.If you ship creatives every week and want to know what's actually working in April 2026, this is the episode.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — "what signals do you look for anymore?"02:14 Golden Goblins is still dropping new stuff (and using gates)09:13 The 5,000 creatives per month volume race13:55 The 80/20 rule — iteration beats new concepts21:00 "Save the Peasants" — Match Villains flips the king formula30:40 The Royal Match Apple billion-dollar problem35:30 AI creatives are now 50% of some libraries39:13 The $40 vs $10 CPI gap and the Tasty Travels playbook━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special guest: John WrightJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

Barclays Corporate Insights
Scaling from £1M in 13 weeks to global retail: A digital-first growth story with Revive Collagen in London

Barclays Corporate Insights

Play Episode Listen Later May 23, 2026 29:50


How do you build a high-growth, digital-first brand and disrupt a $billion market? In this episode, we speak to John Bailey, Co-founder and Sarah Power, President EMEA & APAC of Revive Collagen, who reveal the D2C strategy, customer acquisition tactics and scaling playbook that took them from startup to global retail success - while staying profitable. Expect sharp insights on brand building, influencer marketing, subscription models and international expansion - plus the mindset needed to lead in a competitive market.

two & a half gamers

A 5-year-old location-based game just 5x'd its downloads. There were no new creatives. No new geos. No marketing push. Just one regional event that changed how the game actually works in Taiwan.We break down Pikmin Bloom by Niantic — the quiet survivor of the post-Pokemon-Go location-based wave that everyone forgot about, but which has been quietly making $30-50M/month for years and just spiked dramatically in early 2026. The conversation covers the Pikmin IP history, the game's walking-based resource-conversion mechanics, why 58% of revenue comes from Japan, the brutal scale comparison to Pokemon Go ($85M in 5 years vs $75M in 30 days), and the most interesting product story of the episode: Niantic's regional experiment in Taiwan where they moved mushroom locations weekly from November to February, driving a 5x download spike that's still scaling.The takeaway isn't about Pikmin specifically. It's about what product-driven UA looks like when creative-led UA stops moving the needle.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Pikmin Bloom is scaling, why?03:16 Pikmin history lesson — Nintendo IP, RTS origins06:16 The actual game: walking, flowers, Pikmin work for you13:01 The 5x download spike and Taiwan's surprise dominance14:53 The brutal comparison — Pikmin Bloom vs Pokemon Go17:01 The Japan IP rule: everything Nintendo touches is sacred24:12 The Niantic Taiwan experiment that changed everything━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Businessanddreams
The Power of Consistency and Building a €2M Business with Amanda McKee (In Swedish)

Businessanddreams

Play Episode Listen Later May 20, 2026 40:58


In today's episode, we are so happy to have Amanda McKee as our guest. Amanda has been part of our program BDA and has done such an incredible journey. She's the owner & CEO of KIANO life, offering superfood & protein powders with 100% clean and plant based ingredients. She's also running the growth agency Straight Ace which helps D2C brands grow.She shares how she went from overworking and realizing that more time doesn't always mean a higher salary. Instead, she decided to invest in her mindset in different ways and started manifesting so many exciting things in her life. She focused on two big goals in BDA - one was to build equity worth EUR 1 million in a company and the other was to manifest her dream house by the water, something she had dreamed about since childhood. In this podcast episode, Amanda shares how she sets goals, how she works with limiting beliefs and the power of consistency when it comes to reaching your dreams and goals.This episode is perfect for you if you also have big goals and want inspiration on how to achieve them. Thank you Amanda for being part of our podcast! P.S. If you're also curious about learning more about BDA, join our waitlist here: https://businessanddreams.typeform.com/to/D4XBjQOmYou can also DM us “BDA” on Instagram at @businessanddreams.Thank you for listening to this episode!

two & a half gamers

Long-form playables aren't just back — they're crushing it. The top playable in April hit 75% impression share. Whiteout Survival is doing it with 3 new playables a month. And the format that's winning everywhere is the one your mum would recognize.Matej Lančarič is joined by Ondrej Monsberger and John Wright for another Playable Trends deep-dive. The crew goes through Sensor Tower's top playable creatives for April, focusing exclusively on long-form playables and what's actually driving impression share right now. The conversation covers the production trick of building one playable script and shipping 20 variations, why the "mum test" puzzle format is dominating, the BitLife "find the shoes" frustration mechanic, Royal Match's redirect-then-return experiment, and the awkward truth that Whiteout Survival made only three new playables in April but still has 99% impression share on puzzle creatives.If you make playables — or you're trying to understand why CPI keeps climbing despite shipping more creatives — this is the episode to bookmark.⏱️ TIMESTAMPS00:00 the "mum test" and recognizable formats02:24 Welcome — the never-ending playables debate revisited06:15 Sensor Tower setup and April's top long-form playables09:27 One script, 20 variations — the production playbook13:50 The completion-rate vs engagement-clicks tradeoff21:00 The 75% impression share playable of April25:48 Royal Match's redirect-then-return experiment30:05 Whiteout Survival: 99% impression share, 3 new playables38:24 Predictions for next month — and the arrows trend

two & a half gamers

Dream Games swore they would never add ads to Royal Match or Royal Kingdom. In February 2026, they quietly did it. Here's the proof — and what it means for the rest of the industry.Felix Braberg flies solo this week to break down the three biggest stories in mobile gaming: Playtika officially walking away from social casino to chase Disney Solitaire (with D2C revenue now at 62% of their IAP), Mistplay's acquisition of Mychips as the rewarded UA M&A wave begins, and the most interesting story of the week — Dream Games caught adding ads to Royal Kingdom via Wayback Machine forensics, generating an estimated $170-190K/day in interstitial and rewarded revenue while 6x'ing downloads in markets like Brazil.If Dream Games breaks, Playrix is next.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Royal Kingdom's $190K/day ad revenue01:25 Playtika exits social casino, casual is now 76% of business03:10 The D2C dark pool — Playtika now at 62% off-platform04:45 Mistplay acquires Mychips — the rewarded UA M&A wave07:00 Royal Kingdom's secret ads — Wayback Machine forensics08:30 The Brazil test — 25K to 150K downloads/day, IAP also up09:30 Top charts wrap — Magic Sword, Grand Games, Monopoly Go━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

eCommerce Evolution
YouTube Shorts, TikTok Blitzes, and Attention Battles: What's Actually Working

eCommerce Evolution

Play Episode Listen Later May 14, 2026 44:14


YouTube ads veteran Brett Curry (OMG Commerce) and TikTok Shop expert Jordan West (Social Commerce Club) went back and forth live on what's actually moving the needle for D2C brands right now — and some of their takes are going to sting. Most brands are still treating Google spend as a given, measuring YouTube with click-based attribution that was never built for it, and ignoring a TikTok Shop launch strategy that flips the creator dynamic entirely.Inside the episode:The YouTube Shorts formula that's working in 2026 — why Brett reversed his position, and the 4 things a video must have (including minimum length) before you waste money testing itThe Blitz methodology explained — how Social Commerce Club seeds hundreds of creators in a 24–48 hour window to manufacture momentum and make big creators come to you instead of the other way aroundWhy Jordan thinks most Google spend is a non-incremental tax — and the channel hierarchy he'd use for every D2C brand over $10MThe TikTok Shop–to–Shopify halo effect — the data Jordan's team is seeing that almost nobody is talking about yet"My brand is too premium for TikTok Shop" — Jordan's reframe on why that objection is almost always wrong, and what to ask insteadSponsored by OMG Commerce - go to (https://www.omgcommerce.com/contact) and request your FREE strategy session today!Chapters:[0:00] Introduction: Brett Curry & Jordan West Swap Podcasts[1:09] Why YouTube CPMs Are the Most Underpriced in the Industry[5:00] What's Working on YouTube Shorts: The Framework for Winning Creative[7:57] TikTok Shop Deep Dive: Jordan's Obsession with Demand Generation[10:01] Like, Know, and Trust: Why YouTube Is the Ultimate Brand-Building Platform[11:28] Ad Break: OMG Commerce Omnichannel Growth[12:37] The Blitz Methodology: How Social Commerce Club Concentrates Creator Signal[16:46] Moments vs. Blitzes Explained: Definitions and How They Drive Momentum[19:42] How Far Can Brands Actually Scale on YouTube?[21:53] Why MTA Tools Underreport YouTube: The Case for Incrementality Testing[22:58] The Problem with Multi-Touch Attribution: Jordan's New Halo Tracking Concept[25:17] Incrementality Explained with a Retail Store Analogy[28:43] Rapid Fire YouTube Questions: Mashup Creatives and Repurposing Creator Content[30:53] YouTube Targeting Strategy: Why You Still Need to Feed the Algorithm Signal[32:22] Which Brands Should Be on YouTube But Aren't?[33:09] Hot Take: The Right Ad Spend Hierarchy for D2C Brands[34:43] YouTube vs. Meta by Product Type: Apparel, Problem-Solution, and Omnichannel[37:15] If TV Works, YouTube Should Work: The CTV and Linear TV Connection[38:10] Is Your Brand Too Premium for TikTok Shop? Jordan's Answer[39:42] Why TikTok Shop Is a Fundamentally Different Beast Than TikTok Ads[41:05] Wrap-Up: Where to Find Brett and JordanConnect With Brett:LinkedIn: / thebrettcurryYouTube: / @omgcommerceWebsite: https://www.omgcommerce.com/Request a Free Strategy Session: https://www.omgcommerce.com/contactRelevant Links: Jordan's LinkedIn: jordan-west-marketer/ ‍Past guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more

The Story of a Brand
Boarderie - How Boarderie Cracked the Code on Premium D2C Food

The Story of a Brand

Play Episode Listen Later May 13, 2026 54:32


Most edible gifting businesses don't work at scale, the logistics are brutal, the margins get squeezed, and the moment quality slips, the whole experience breaks. Rachel Solomon Fascitelli built Boarderie anyway, and it worked.  Rose Hamilton, CEO of Compass Rose Ventures and co-host of The Story of a Brand Show, sits down with Rachel to unpack how a finance background, a COVID pivot, and an obsession with operational precision turned a 2,000 square foot commissary kitchen into one of the most impressive D2C food businesses in America. * A category nobody else wanted — and exactly why she chose it. Rachel saw what others missed: a $100+ year-old edible gifting category that had never been innovated on, wide open for a founder willing to do the hard operational work to get there. * Profitable from day one, on purpose. With a finance mind running the growth engine, Boarderie was never going to be a "grow now, profit later" story. Rachel treated the ad account like a trading account — efficient CAC, disciplined spend, and a relentless focus on the bottom line from the very beginning. * Premium execution is an operations story, not a branding story. Shipping 35,000 handmade boards a day during peak season, with FedEx turning planes around in Memphis to keep up — the wow moment customers experience starts hours before the box ever opens. * Bootstrap founders learn what funded founders often don't. When there's no safety net, you have no choice but to figure it out. Rachel's team did every job themselves — paid media, content, logistics, production — before hiring anyone to do it for them. * Don't build for the coastal bubble. Build for the country. Rachel's sharpest advice for founders: stop chasing what's trendy in New York and LA, and start asking what the rest of America actually needs. That's where the real white space lives. Join us in listening to this episode for one of the most practically useful founder conversations we've had in a while. Rachel doesn't just inspire — she gives you a framework.   From bootstrapping to Shark Tank to scaling dessert as a second category, this is a masterclass in what it really takes to build a profitable, operationally excellent consumer brand.  For more on Boarderie visit: https://boarderie.com/ If you enjoyed this episode, please leave The Story of a Brand Show a rating and review.  Plus, don't forget to follow us on Apple and Spotify.  Your support helps us bring you more content like this!

Empire Flippers Podcast
Subscription Strategies for Ecommerce Growth With Matt Holman [Ep.212]

Empire Flippers Podcast

Play Episode Listen Later May 12, 2026 53:32


For many eCommerce brands, getting the first sale is not the hardest part. Keeping customers coming back is. In this episode of the Opportunity Podcast, Greg speaks with Matthew Holman, founder of D2C subscription agency Subscription Prescription, about how eCommerce brands can improve retention and increase recurring revenue by adding a subscription component to their business.Matt explains why subscriptions are often misunderstood by founders. Many brands treat them purely as a way to increase lifetime value, but according to Matt, the real opportunity is creating a better customer experience that naturally drives recurring revenue. Good onboarding is key. Matt explains that the first 7–10 days after a purchase are critical because that is when customers decide whether they feel like they are "winning" with the product. Brands that educate customers early, guide them through the experience, and reinforce value tend to see far stronger retention. Greg and Matt also dive into why some ecommerce businesses force subscriptions where they do not belong, the psychology behind multi-month subscription offers, and why value stacking often works better than endless discounting. For founders looking to improve customer retention and grow recurring revenue, this episode is filled with practical insights and real-world examples. Topics Discussed in this episode: What makes a business a good fit for subscriptions  (06:16) When subscriptions do not work for ecommerce brands  (09:30) The weirdest subscription product Matt has ever seen (12:38) What separates high retention offers from those that just churn (14:38) Mistakes founders make when trying to grow subscription revenue (18:56) Building offers that increase retention and LTV  (22:03) How new businesses should test subscription offers (27:29) Matt's recommended testing framework for new subscription offers (32:42) How to attract high-value consumers instead of discount shoppers (36:17) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our newsletter Matt's LinkedIn TheSubscriptionDoc.com Sit back, grab a coffee, and learn how to reduce churn and increase recurring revenue through subscriptions!

The Opportunity Podcast
Subscription Strategies for Ecommerce Growth With Matt Holman [Ep.212]

The Opportunity Podcast

Play Episode Listen Later May 12, 2026 53:32


For many eCommerce brands, getting the first sale is not the hardest part. Keeping customers coming back is. In this episode of the Opportunity Podcast, Greg speaks with Matthew Holman, founder of D2C subscription agency Subscription Prescription, about how eCommerce brands can improve retention and increase recurring revenue by adding a subscription component to their business.Matt explains why subscriptions are often misunderstood by founders. Many brands treat them purely as a way to increase lifetime value, but according to Matt, the real opportunity is creating a better customer experience that naturally drives recurring revenue. Good onboarding is key. Matt explains that the first 7–10 days after a purchase are critical because that is when customers decide whether they feel like they are "winning" with the product. Brands that educate customers early, guide them through the experience, and reinforce value tend to see far stronger retention. Greg and Matt also dive into why some ecommerce businesses force subscriptions where they do not belong, the psychology behind multi-month subscription offers, and why value stacking often works better than endless discounting. For founders looking to improve customer retention and grow recurring revenue, this episode is filled with practical insights and real-world examples. Topics Discussed in this episode: What makes a business a good fit for subscriptions  (06:16) When subscriptions do not work for ecommerce brands  (09:30) The weirdest subscription product Matt has ever seen (12:38) What separates high retention offers from those that just churn (14:38) Mistakes founders make when trying to grow subscription revenue (18:56) Building offers that increase retention and LTV  (22:03) How new businesses should test subscription offers (27:29) Matt's recommended testing framework for new subscription offers (32:42) How to attract high-value consumers instead of discount shoppers (36:17) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our newsletter Matt's LinkedIn TheSubscriptionDoc.com Sit back, grab a coffee, and learn how to reduce churn and increase recurring revenue through subscriptions!

Run The Numbers
The Investor Behind Warby Parker, Harry's, and the Psychology of Consumer Growth | David Bell

Run The Numbers

Play Episode Listen Later May 11, 2026 60:56


David Bell, co-founder of Idea Farm Ventures and early investor behind Warby Parker, Harry's, and Diapers.com, and CJ break down how consumer investing works. They cover why durable consumer companies require more than clean unit economics, how to apply SaaS-style thinking to businesses without contracts, and why the best opportunities often live in boring gray space.—SPONSORS:EY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj—Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/david-bell-086820/Company: https://www.ideafarmventures.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro3:16 Edge: economics and psychology5:21 Best ideas in boring gray space5:41 Functional, emotional, and symbolic value7:08 Grüns gummies and divisibility9:02 Sponsors — EY | SpendHound | Brex12:31 Ideation: personal pain vs. market analysis13:17 Diapers.com and the Starbucks origin story16:00 Warby Parker: asking why16:33 LTV to CAC in D2C18:02 Retention math: 85 to 90% can double LTV19:00 Milkman and recurring vs. reoccurring20:42 Trust economics22:38 Warby stores boost online sales22:58 Sponsors — Aleph | RightRev | Rillet26:12 Away store as advertising27:46 Warby discovery: dots on a map30:10 Home try-on word of mouth value32:09 D2C unit economics mistakes34:55 Innovating on distribution35:50 Touchland in Sephora: right channel, right signal37:00 Capital allocation: margin and low CAC first39:18 Sequencing: people, brand, then inventory40:58 Product vs. brand: the 8x10 thought experiment42:23 Consumer monetization shifts45:45 The gravity framework50:32 Isolation principle: most underused lever52:36 Working backwards from exit at day zero57:23 What if your business isn't venture scale?59:32 Book plug: Founders Gold1:00:25 Credits

The Omnichannel Marketer
Heather Wood @ GOODLES

The Omnichannel Marketer

Play Episode Listen Later May 11, 2026 22:00 Transcription Available


In this episode of the Omnichannel Marketer, host Kait Stephens interviews Heather Wood, SVP of Marketing at GOODLES.Heather shares her journey from the organic produce and craft coffee industries to leading marketing at GOODLES, a better-for-you mac and cheese brand taking on the biggest incumbents in the category. She discusses what it takes to build a brand people genuinely love, how GOODLES made the bold leap from D2C into nationwide retail with Target before they even officially launched, and why packaging is still their number one point of discovery.The conversation explores how GOODLES uses community — not scale — as their north star for engagement, the bold decision to turn off all paid media when transitioning to retail, and why keeping creative entirely in-house has been central to the brand's authentic voice.TAKEAWAYS:GOODLES is a better-for-you mac and cheese and pasta brand built on the principle of maximizing nutrition without compromising on taste.Going up against major incumbents requires being nimble, creative, and authentic — and getting the product and brand right before launch, not after.GOODLES launched into Target nationwide before their official launch, making a bold go-or-no-go decision that set the trajectory for the brand.D2C is used primarily as a community and education channel, not a primary revenue driver, with the GOODLES Clubhouse serving as a hub for their most passionate brand promoters.Word of mouth is the second-biggest point of discovery for GOODLES, right behind on-shelf packaging, and investing in quality community engagement is what drives it.Packaging is the brand's biggest billboard; GOODLES built it with a timeless strategy to outlast fleeting dietary trends.GOODLES keeps all creative in-house and uses AI very sparingly, believing that authentic, passion-driven creative cannot be outsourced or replicated.Turning off all paid media when transitioning to retail was a scary but ultimately successful bet that forced full commitment to the retail channel.Celebrating wins and expressing gratitude to your team is one of the most underrated and important things a startup leader can do.Where to find Heather Wood: LinkedIn: https://www.linkedin.com/in/heatherwoodsc/Website: https://www.goodles.com/ Where to find Kait Stephens: LinkedIn: https://www.linkedin.com/in/kait-margraf-stephens/ Website: www.brij.itSUBSCRIBE TO THE OMNICHANNEL MARKETER www.theomnichannelmarketer.com

two & a half gamers

A Chinese-developed Farmville replacement just shipped 4,000 AI-generated creatives in 30 days. And it's only making $30K/day. What's actually going on?We dig into Cozy Florist by Rift Sky Games — the Western counterpart to "My Garden Tale," which is already doing $10M/month in China. The game is a remarkably polished Farmville without the annoying resource puzzle, with stacked cores including flower-merging mechanics, Solitaire-association customer orders, gacha-style flower rarities, social raids, and TikTok Live integration baked into the metagame.But the puzzle is the creative volume. 4,000 ads in 30 days is Forex-scale UA output. The game is testing primarily in Philippines despite being released globally in December. And the revenue isn't moving in proportion. The hosts spend half the episode trying to figure out what's happening — and the conclusion they land on is uncomfortable for Western UA: this is what "second generation" Chinese UA looks like, and the West isn't ready.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 What's going on02:55 Cozy Florist walkthrough — Chinese fonts, sad-story onboarding05:21 Stacked cores — flower merging, Solitaire customers, gacha13:00 TikTok Live integration baked into the metagame16:44 Revenue reality — 90% China, 2% US, $30K/day21:31 4,000 AI creatives in 30 days — Forex-scale output25:21 Why this game isn't soft-launching like a Western game27:55 The "second generation UA" gap Chinese studios are openingGet our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

The BarberShop with Shantanu
The 60% Luxury Tax Scam: Why Indians Pay Double For German Cars | Ft. MD & CEO, Mercedes-Benz

The BarberShop with Shantanu

Play Episode Listen Later May 8, 2026 64:19


India's richest buyers still choose SIPs over Mercedes. Why? When a ₹1 Cr car loses to a ₹10k SIP, you're not fighting competitors, you're fighting mindset. In this episode, Shantanu sits down with Santosh Iyer (MD & CEO, Mercedes-Benz India Pvt. Ltd.) for a no-filter conversation on why India's luxury car market is still tiny, what really drives high-ticket purchases, and how culture, family hierarchy, and risk appetite shape consumption in this country. From selling weighing machines to building one of India's most premium auto brands, Santosh's journey is anything but conventional. He shares how early failures in Nepal, turning around Yamaha, and working across global companies shaped his belief in one core idea: trust first, everything else later. Key takeaways from the episode: 1. Why Mercedes competes with SIPs, not just BMW & Audi 2. Why a ₹1 Cr car still takes 45 days of family decision-making 3. What stops India's luxury market from scaling despite rising incomes 4. How D2C changed car buying and killed the “discount mindset” 5. What EVs, AI, and the next decade of mobility will actually look like. If you're building a premium brand, selling high-ticket products, or trying to understand Indian consumers beyond surface-level data, this episode will completely change how you think about scale in India. Navigate your way through these chapters: 00:00 Introduction 04:17 Santosh Iyer's early journey and leadership style 07:27 Entrepreneurial beginnings and risk-taking mindset 13:22 Moving into automotive and joining Yamaha 20.26 How the Indian luxury car consumer has evolved 28.00 Why SIPs are Mercedes-Benz's biggest competition 30.05 India's luxury car market vs China and global benchmarks 31:51 How car-buying decisions have evolved over the years 36:40 Inside Mercedes: teams, technicians, and execution 40:04 The D2C model and the challenge of changing dealer behaviour 46:55 Future of Mercedes in India and the EV shift 50:00 AI in automotive and marketing, and ‘make in India' for the world, and the export opportunity 01:01:12 Closing Thoughts

Predicting The Turn w/ Dave Knox
How IQBAR Accidentally Rode The Keto Wave Into Costco with Will Nitze, Founder & CEO of IQBAR

Predicting The Turn w/ Dave Knox

Play Episode Listen Later May 7, 2026 27:30


Will Nitze started IQBAR in 2018 to solve his own problem: long hours, a bad diet, daily brain fog. He designed the formulas for cognition, low net carb, low sugar, low glycemic. What he didn't know was that the rest of America was about to get obsessed with that exact macro profile for a completely different reason: weight loss. When keto took off, IQBAR was one of only three keto-compliant bars on Amazon. That lucky overlap was the first of several step-change moments that took a 15-person team to over 100% compound annual growth for 8 straight years, and into the shelves of Costco, Sam's Club, Walmart, and Target.In this episode of Predicting The Turn, Will unpacks why startups beat legacy CPG on speed rather than size, why he runs the entire company with a "benevolent dictator in every division" model instead of bloated marketing teams, and how IQBAR raised a little under $10M across 8 years without a single egregious fundraise. He also breaks down the move from D2C to mass retail, why packaging becomes the billboard when the shelf replaces the digital feed, and how the Bites launch turned into an incrementality test in real time.If you care about how emerging CPG brands actually scale inside Costco, Sam's Club, and Walmart without blowing up their cap table, this one is a masterclass.Key Topics- Why IQBAR's brain-health formulation became accidentally keto-compliant- The 15-person "benevolent dictator" operating model- Raising under $10M across 8 years and why bootstrapping isn't a virtue- Working capital reality when you move from Amazon to Walmart and Costco- Why packaging becomes the #1 marketing lever in mass retail- Building a platform brand across bars, hydration, coffee, and Bites- Running incrementality tests to avoid cannibalization- The three step-change moments: keto, Costco, Thomas Keller partnership- Picking a North Star that keeps you fired up in year 8

Talk Commerce
Isaac Morey's Favorite Interviews from eTail Palm Springs: A Compilation of the Best Conversations on the Show Floor

Talk Commerce

Play Episode Listen Later May 6, 2026 23:10


eTail Palm Springs is one of the most important events on the e-commerce calendar. As one of the most anticipated events in the e-commerce calendar, eTail brings together senior retail leaders, DTC brands, and digital innovators to explore the evolving future of online and omnichannel retail. Every year, the event draws a powerful mix of founders, marketers, technology providers, and retail operators — all under one roof in the California desert.Isaac Morey, Co-Founder of Content Cucumber, was on the ground at eTail Palm Springs this year recording conversations for the Talk Commerce podcast. The result? A compilation video packed with some of his favorite interviews from across the show floor. Each one is a quick snapshot of the people, ideas, and energy that make eTail such a standout event.Here's a look at every clip in the compilation.0:40 Scott Ohsman, Always Off Brand5:38 Elizabethe Lachhar, RezolveAI10:57 Amrit Shergill, ShopVision14:21 Udayan Bose, NetElixer16:27 Andrew Watt, MAI18:17 Patrick Yoon, CHEQScott Ohsman, Always Off Brand: AI Is Moving Past the HypeScott Ohsman kicked things off with signature energy and a sharp take on where AI in e-commerce really stands. He argues that AI is finally moving from buzzword to tactical tool — but warns that a "blister" correction is coming, and that mediocre brands relying on AI as a crutch will be the first to get flushed out.D2C Brands Are About to Have a MomentIn the same conversation, Scott made the case that D2C brands are quietly positioned for a traffic windfall thanks to LLM-driven search sending users directly to brand websites. It's unpaid traffic, and the brands doing solid foundational work will benefit most.The Vibes at eTail Are UnmatchedScott closed with a love letter to the eTail experience itself — the Palm Springs sunshine, the resort setting, and the surprisingly positive energy on the exhibitor floor. According to Scott, even the vendors are in a good mood here, and that says a lot.Elizabeth Lachhar, Rezolve AI: The Case for Agentic CommerceElizabeth Lechhar from Rezolve AI broke down what agentic commerce actually means and why it matters right now. With Generation Alpha bringing five trillion dollars in buying power online in the next few years, the traditional e-commerce funnel is reaching end of life — and brands need to prepare for a conversational, hyper-personalized future.Shopping Will Become a 360° ExperienceElizabeth painted a picture of what the near future of shopping looks like: not just searching for a blazer, but asking an AI what to wear in Palm Springs, what goes with it, and whether you can still wear it to lunch. Commerce is becoming circular and lifestyle-driven, not linear.Get Your Data Ready NowIn her closing remarks, Elizabeth urged retailers to start preparing their data infrastructure for the agentic future. From multi-dimensional search to automated payments, the entire commerce stack is about to change — and Resolve AI is building the end-to-end platform to support that shift.Amrit Shergill, ShopVision: Why Retros Shouldn't Be AnecdotalAmrit Shergill of ShopVision explained how most brands rely on fragmented, anecdotal data when looking back at key campaigns like Black Friday. His company captures every digital touchpoint across competitors and reseller channels, turning guesswork into clarity and predictive insights.Pricing Intelligence: Finding White Space in the MarketAmrit dove deeper into a specific pain point he's hearing at eTail: pricing challenges. Brands with large wholesale networks are missing margin and product-line opportunities because they can't see how competitors are pricing similar products. His platform matches products across brands and surfaces the white space.Udayan Bose, NetElixir: $30 Million in Revenue Driven by ExperimentationNetElixir's founder, Udayan Bose shared that their machine-learning-powered experimentation platform has driven roughly $30 million in cumulative additional revenue across 250 experiments in the past year. The message is clear: performance AI — the kind that drives measurable outcomes — is the next frontier every e-commerce brand should pursue.NetElixir: AI Is Moving from Buzz to ActionUdayan also noted a shift in the eTail conversations this year: people aren't just talking about AI anymore — they're asking whether it actually drives results. NetElixir's high Net Promoter Score (84.4, double the industry average) backs up their claim that human expertise combined with AI delivers exceptional performance.Andrew Watt, MAI: Agentic AI for Google Ads ManagementThe team at MAI founded by former Google Ads and Instacart ad platform engineers introduced their agentic AI for paid media. Their platform plugs into Google Ads, Google Analytics, and Shopify, then autonomously builds and manages campaigns — taking over work that used to require agencies or in-house teams. They're expanding to Bing and Meta next.Patrick Yoon, CHEQ: Client-Side Detection: Cleaning Up Invalid TrafficPatrick explained how their client-side pixel unlocks intelligence retailers have never had access to before — from reducing paid media ad waste by up to 70% to identifying which bots on your site are malicious and which are actually acting on behalf of real consumers through LLMs.The AI-Bot Hybrid Future of Retail WebsitesIn a deeper dive, Patrick shared that Gartner predicts one in five interactions on retail websites will involve an LLM by 2028. The takeaway: you can't just block all automation anymore. Retailers need nuanced intelligence to distinguish between helpful AI agents and bad actors, and that distinction will directly impact ROI.

Ad Age Marketer's Brief
How to go from product-first to culture-led marketing, with Samsonite's VP of marketing

Ad Age Marketer's Brief

Play Episode Listen Later May 6, 2026 20:53


For heritage brands trying to stay relevant with younger consumers, Samsonite's playbook offers a useful case study. On this episode, David Oksman, VP of marketing and direct to consumer at Samsonite, discusses how the 115-year-old luggage company is shifting away from product specs and leaning into more social media-first, culture-led marketing by targeting travelers by psychographic rather than demographic, and measuring emotional connection alongside traditional conversion metrics. He also talks about the brand's latest social-first campaign with Olivia Culpo and how Samsonite thinks about younger D2C challengers like Away and Béis. His advice for other marketers navigating the same tension: don't be a heritage brand — be a brand with heritage.

Honest eCommerce
Overcoming Purchase Friction in THC Online Spaces | Xander Shepherd | Artet

Honest eCommerce

Play Episode Listen Later May 4, 2026 49:14


Xander Shepherd is the co-founder of Artet, a brand that is changing the way we gather, toast, and experience cocktail culture. Rooted in tradition with a modern twist, Artet was founded by two brothers, and their cousin who wanted to create an alcohol-free alternative that blends sophisticated mixology with nuanced botanical flavors.  With its amaro-inspired aperitif and a selection of elevated canned spritzes, Artet offers a hemp-derived Delta-9 THC-infused experience that is both refined and approachable—perfect for those seeking an NA option to savor at the table amongst family and friends.  In This Conversation We Discuss: [00:00] Intro [02:17] Finding Ecommerce ideas in daily life  [05:48] Experimenting in small, safe spaces [10:29] Sponsor: Migrate [12:27] Reshaping customer perspectives [18:22] Callouts [18:32] Navigating customer purchase friction [21:11] Presenting your product as opportunity [25:05] Sponsor: Intelligems [27:05] Navigating state-by-state THC rules [31:50] Protecting customers with age checks [36:22] Sponsor: Electric Eye [37:31] Setting high standards for the industry [47:10] Connecting customers to buying paths  Resources: Subscribe to Honest Ecommerce on Youtube The original THC aperitif artet.com/ Follow Xander Shepherd linkedin.com/in/xandershepherd/ Migrate and grow more klaviyo.com/honest    Book a demo today at intelligems.io/ Schedule an intro call with one of our experts electriceye.io/connect If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

eCommerce Evolution
Geo Holdouts, Halo Effects, and the Real Results of Your Ad Spend — With Olivia Kory of Haus Analytics

eCommerce Evolution

Play Episode Listen Later Apr 30, 2026 56:56


Most DTC brands are making million-dollar channel decisions based on attribution data that's fundamentally wrong. Olivia Kory — CSO of Haus and the incrementality expert Brett references on stage more than almost anyone — breaks down what it actually takes to know if your ads are working. Spoiler: if you've been writing off YouTube based on MTA, you owe yourself a retest.Inside the episode:Why YouTube's true ROAS is 3.4X what the platform reports — and how Haus's 190-test study across 74 brands proved it (plus why your D2C numbers alone are only half the picture)The right time to start incrementality testing — it's not when you're huge, it's when your business gets complicated enough that turning off ads won't give you a clean answerHow StockX went from barely spending on YouTube to making it their #2 acquisition channel — by running geo holdout tests and acting on the resultsWhy Meta's optimization might be too good — and how brands like Jones Road are improving their iROAS by making changes that look worse in-platformThe surprise winner: AppLovin — Olivia came in skeptical of mobile game ad inventory and got data she didn't expectHaus's new DTC Basics tier — a lower-cost entry point so more brands can stop guessing which channels are actually driving growth Sponsored by OMG Commerce - go to (https://www.omgcommerce.com/contact) and request your FREE strategy session today! Chapters: [00:00] Intro clip — Olivia on treating incrementality as a report card vs. a growth tool[00:22] Introductions & background — Olivia's path from Starcom → TubeMogul → Netflix → Quibi → Sonos → Haus[06:55] What is incrementality? — The randomized controlled trial analogy; geo holdouts vs. click-based attribution[10:45] When should a brand start using incrementality? — The low-to-mid 8-figure inflection point; multi-channel complexity as the signal[15:34] Native platform lift studies (Meta & Google) — Are they worth it? Signal loss, CAPI, iOS 14.5 limitations[17:25] Geo holdout vs. user-level testing — Why Haus was "born out of the ashes of iOS 14.5" and went all-in on geo[19:37] How a Haus geo holdout test actually works — Data ingestion, experiment design, market matching, results[23:20] Actioning on incrementality data — Coaching leadership, making reallocation decisions, improving channel performance over time[26:02] How long should you run a test? — Why 2-week YouTube tests fail; 4–6 week minimums and the role of consideration cycles[27:19] Incrementality as an optimization loop, not a report card — Connor from Ridge, Cody from Jones Road Beauty, and the StockX story[30:42] Key metrics defined — iROAS, iCPA, incrementality factor, and why in-platform ROAS can mislead you[32:47] Branded search — Is it incremental? Simple Modern's 5% read, when Amazon bidding on your terms changes the math[35:57] Treatment window & post-treatment window (PTW) — How Haus structures tests for YouTube, Meta, and CTV; lagged effects explained[39:36] Consideration cycles & post-purchase surveys — Why your path-to-purchase report is probably shorter than reality[41:00] Halo effects: Amazon & retail — Why omnichannel brands that only measure D2C are understating YouTube's impact[41:58] The Haus YouTube study findings — The 3.42x incrementality factor; halo effects that doubled lift when Amazon/retail pulled in; Demand Gen vindicated[44:10] YouTube vs. Meta: how the channels differ incrementally — Meta's short payback window, the "too good at intent" problem, and why YouTube wins on halo effects[46:53] Surprises from the data — YouTube (not surprising to Olivia), AppLovin (very surprising), and why TV results swing wildly based on inventory type[50:16] The biggest levers to improve incrementality — Creative first (30–50% wins), then account structure, traffic composition, and spend level[51:46] A DemandGen campaign running on Gmail — A real audit story and why traffic composition can make a channel look broken when it isn't[53:13] Haus's new DTC Basics tier — A lower-cost entry point to measure D2C and Amazon across core ad channels[54:54] Wrap-up & where to find Olivia — Part two teased around the next Haus YouTube report Connect With Brett: LinkedIn: / thebrettcurry YouTube: / @omgcommerce Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contact Relevant Links: Olivia's LinkedIn: /olivia-kory-50230812 Past guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more

Re:platform - Ecommerce Replatforming Podcast
EP339: Rebuild & Unify Everything: Deconstructing Lupine's Hybrid B2B/B2C Migration Strategy

Re:platform - Ecommerce Replatforming Podcast

Play Episode Listen Later Apr 30, 2026 48:03


"Building with native capabilities allows us to create an optimised experience. It reduces dependency on third-party apps, ensuring better performance and flexibility to adapt as business needs evolve. This approach empowers us to maintain control over the user experience and make dynamic changes without being constrained by external limitations." Michael Klim, Co-founder & CTO at Commerce-UI.ABOUT THIS EPISODE:What drives a business to replatform varies; from current platform constraints, to changing business operational needs and onerous running costs. Project complexity also varies, depending on the size of business, systems architecture, business processes and geographical spread. However, all projects share common challenges, including the need to unearth how a business really works and build a solution that delivers on functional and operational needs whilst being usable and fixing known issues, all within an acceptable cost model. To achieve this clarity is required, and businesses and their agency partners need to make compromises to deliver the project within agreed guardrails.This podcast explores how Commerce UI took a brief from Lupine's CEO to rebuild everything, unify everything & rebrand everything across a hybrid DTC and B2B business, and collaborated with the client to build a viable solution based on detailed analysis of the wider business needs for ecommerce.We focus on the process Commerce UI and Lupine went through to achieve project goals, not the platform they chose.What you can expect:Replatforming challenges: every project is unique, with different technology decisions and complexities. Common challenges include change management and making compromises for optimal outcomes.Discovery process: a thorough discovery process is crucial, involving understanding branding, digital UI/UX and operational improvements. This helps align the technical solution with the brand's vision.Front-end decision-making: choosing between headless and theme-based solutions depends on team composition, future plans and specific project needs. A theme was chosen for its B2B advantages and design flexibility.B2B Capabilities: Shopify is evolving in the B2B space, offering open APIs and tools like Shopify Flow for custom logic, though it doesn't yet match enterprise-grade solutions.UI/UX Considerations: balancing the needs of D2C and B2B users requires distinct approaches, as each group has different intents and requirements.Product Configuration: Using native tools like metaobjects allows for flexible and scalable product configurations, reducing dependency on third-party apps.Change management: successful projects require managing client-side change, as new systems alter team operations and expectations.Get inbox alerts when new episodes drop: https://insidecommerce.us11.list-manage.com/subscribe?u=ab993353c2b4b829879d3553d&id=07d636b707

RETHINK RETAIL
Loyalty and DTC Basics: Jennifer Peters on OLLY

RETHINK RETAIL

Play Episode Listen Later Apr 25, 2026 21:52


Innovation is often confused with complexity. In this episode, Jennifer Peters, Director of DTC and Martech at OLLY, argues that the most successful brands in 2026 are the ones that execute the fundamentals with relentless consistency. They move past the hype of custom builds to focus on what actually moves the needle for a modern wellness brand. WHY YOU SHOULD LISTEN: - The Headless Trap: Why the trend of overly complicated, custom builds is fading and why almost no business is as "unique" as they think. - Beyond the $10 Coupon: How OLLY uses receipt scanning to build a unified view of the customer across Walmart, Target, and D2C. - Boring AI: Why the real power of AI lies in "un-glamorous" tasks like catalog enrichment and data hygiene rather than creative prompts. - AEO is the New SEO: How the role of the brand site is shifting from a revenue driver to a discoverability hub for Answer Engines (LLMs). THE TAKEAWAY: Stop sinking costs into flashy trends. Start investing in a site that actually converts.

Ecommerce Conversations by Practical Ecommerce
Surviving D2C's Boom and Bust

Ecommerce Conversations by Practical Ecommerce

Play Episode Listen Later Apr 24, 2026 38:15


Chris Wichert is an investment banker turned direct-to-consumer entrepreneur.His luxury shoe brand, Koio, launched in 2015 and quickly scaled. Then the pandemic hit. By late 2022, he says, the D2C hype and funding had collapsed.He slashed costs, stabilized cash flow, and successfully exited the company. In this episode, he shares his story of boom, bust, and survival.For an edited and condensed transcript with embedded audio, see: https://www.practicalecommerce.com/surviving-d2cs-boom-and-bustFor all condensed transcripts with audio, see: https://www.practicalecommerce.com/tag/podcasts******Practical Ecommerce helps online merchants improve with expert articles, podcasts, and webinars. Founded in 2005, we're an independent publisher, unaffiliated with any ecommerce platform or provider. https://www.practicalecommerce.com

On Brand with Nick Westergaard
The OLIPOP Strategy for Category Disruption

On Brand with Nick Westergaard

Play Episode Listen Later Apr 20, 2026 34:35


Mark Lester and David Lester are brothers who have turned a shared history of high-level brand strategy into a family legacy of innovation. David is the co-founder of OLIPOP, the prebiotic soda that has fundamentally changed the beverage landscape by blending gut-health science with the nostalgia of a classic cola. Mark, co-founder of the consultancy Squint, has spent his career at R/GA and We Are Pi shaping the strategic direction of global icons like Nike and Samsung. Together, they represent a unique bridge between the rigor of global brand building and the intuition required to launch a category-defining startup. What You'll Learn in This Episode The hidden strategy of finding category value in plain sight How to break only one rule really hard to drive innovation Lessons from building a billion-dollar brand using global marketing rigor Why the discovery channel of the retail store still beats direct-to-consumer The unique dynamic of using brotherly advice to jump into the entrepreneurial unknown Episode Chapters (00:00) Intro (01:24) Growing up in Northern England with entrepreneurial roots (04:28) The Nashville hike that launched a business partnership (06:59) Concepts for innovation and the "break one rule" mantra (12:29) The philosophy of Squint and finding hidden value (15:15) Managing the shift from family connection to business collaboration (18:02) Navigating the pivot from D2C back to retail discovery (24:48) Lessons in building brands for scale from the very beginning (28:11) Brands that make the Lester brothers smile About David Lester and Mark Lester David Lester is the co-founder of OLIPOP, the prebiotic soda brand that has achieved over half a billion dollars in sales by blending gut-health benefits with classic nostalgia. Before turning his focus to functional beverages, David spent a decade in global innovation and marketing at Diageo, working across three continents to master the discipline of consumer goods. Mark Lester is the co-founder and Chief Strategy Officer of Squint, a strategic brand consultancy that helps global icons like Nike and Netflix unlock hidden value. With a background at R/GA and We Are Pi, Mark brings twenty years of big-brand experience to the challenge of category disruption. What Brands Have Made David and Mark Smile Recently? The brothers recently shared a smile over the enduring power of brand nostalgia and personality. Mark is energized by the intelligent copywriting of David protein bars and the experience-led branding of Duolingo, while David finds joy in the community-built legacy of Atlanta's Octane Coffee and the timeless playfulness of Nintendo. Resources & Links Connect with David and Mark on LinkedIn. Learn more about Squint and OLIPOP. Listen & Support the Show Watch or listen on Apple Podcasts, Spotify, YouTube, Amazon/Audible, TuneIn, and iHeart. Rate and review on Apple Podcasts and Spotify to help others find the show. Share this episode — email a friend or colleague this episode. Sign up for my free Story Strategies newsletter for branding and storytelling tips. On Brand is a part of the Marketing Podcast Network. Until next week, I'll see you on the Internet! Learn more about your ad choices. Visit megaphone.fm/adchoices

RiskCellar
From Boardroom to Burgundy: Rusty Field and the Evenstad Estates Story

RiskCellar

Play Episode Listen Later Apr 20, 2026 49:33


Rusty Field, President & CEO of Evenstad Estates (home of Domaine Serene), joins RiskCellar hosts Brandon Schuh and Nick Hartmann for a side-by-side tasting of four wines, two from Burgundy and two from Oregon's Willamette Valley. Rusty shares the career journey that took him from United Health Group and Ameriprise Financial to Upsher-Smith Laboratories, and ultimately to leading one of America's most awarded wineries.The episode covers the science of winemaking. Why Pinot Noir thrives at the 45th parallel in both Oregon and Burgundy, how French oak barrels protect wine through tight grain structure, and why the 2022 Evenstad Reserve Chardonnay won Best Wine by Quality at the 2025 Sommeliers Choice Awards. Rusty breaks down the difference between volcanic Jory soil in the Dundee Hills and Burgundy's limestone-rich gravel terroir.The back half pivots to the 2020 Oregon wildfire vintage, frost candles in Burgundy, mildew wiping out 70% of the 2024 Côte de Nuit crop, and how Evenstad uses library wine inventory as a hedge. Rusty closes with an open invitation to connect on LinkedIn for insider travel guides to both wine regions.Key TakeawaysThe 45th parallel creates nearly identical growing seasons in Oregon and Burgundy, ideal for Pinot Noir2022 Evenstad Reserve Chardonnay: Best Wine by Quality, 2025 Sommeliers Choice Awards (96 pts)French oak's tight grain allows controlled oxygen exchange, Pinot Noir ages 14–18 months, Chardonnay ~12Mildew destroyed 70% of 2024 Côte de Nuit crop; 2020 wildfire smoke taint exposed limits of crop insurance~7,200-member wine club drives ~50% D2C revenue, unusually high for the industryAll Evenstad vineyards are dry-farmed and transitioning to full organic certificationRusty offers personal LinkedIn insider travel guidance for Burgundy and Oregon wine countryChapters00:00 Welcome & Guest Introduction01:00 How Rusty Joined the Evenstad Family04:48 Pharma to Wine: The Career Pivot08:32 Oregon vs. Burgundy Tasting Lineup09:00 First Pour, Château de la Crée "Les Graviers" White Burgundy12:56 Serving Temperature & Chardonnay Chemistry16:58 French Oak Barrel Aging Explained21:52 Second Pour, 2022 Evenstad Reserve Chardonnay (Oregon)23:53 Oregon as a Premier Wine Region28:42 Third Pour, Domaine Evenstad "Le Fusselot" Chambolle-Musigny30:19 Evenstad's Expansion into Burgundy35:07 Wine Club: 7,200 Members & D2C Strategy38:06 Fourth Pour, 2022 Evenstad Reserve Pinot Noir41:33 The 45th Parallel: Why Oregon Mirrors Burgundy43:16 Dry Farming, Organics & Sustainability45:12 Two Truths & A Lie: Wine History48:38 Climate Risk: Fire, Frost, Hail & Disease50:24 The 2020 Wildfire Vintage & Insurance Challenges54:24 Parametric Coverage & Future-Proofing57:07 Joining the Domaine Serene Wine Club59:47 Rusty's LinkedIn Offer: Insider Wine Country Guide01:00:09 Closing & Teaser for Episode Two at the WineryConnect with RiskCellar:Website: https://www.riskcellar.com/Rusty Field:LinkedIn: https://www.linkedin.com/in/rustyfield/Website: https://www.domaineserene.com/about/team/rusty-fieldBrandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/ 

Foundr Magazine Podcast with Nathan Chan
646: How Jesse Built A $450K/Year Brand Whilst Still Working in the Mines

Foundr Magazine Podcast with Nathan Chan

Play Episode Listen Later Apr 1, 2026 31:27


Most people with a full-time job, 14-hour shifts, and zero business experience don't start a brand — Jesse did, and he's closing in on half a million dollars a year to prove it. After 16 years working in the mining industry, Jesse knew the gear handed to workers on site was genuinely not fit for purpose. So he did something about it, building Wolf Workwear — durable, functional workwear for heavy industries — one hour at a time between fly-in, fly-out shifts. He still hasn't quit his day job. He's doing it anyway. In this episode, Jesse gets brutally honest about what those first two and a half years actually looked like — overspending $40-50K on a launch, building 4,000 Instagram followers who had zero intention of buying anything, and the UGC pivot that changed everything overnight. What you'll learn in this interview: Why 4,000 followers didn't translate to sales — and the critical difference between an engaged audience and a buying one How Jesse validated his product idea by handing samples to his workmates on site before ever building a brand The real cost of launching with too much conviction: a $40-50K first run and what he'd do differently How to build a business on 1-2 hours a day while working 14-hour shifts — and where to spend that time first Why switching from static product shots to UGC ads was an overnight game changer for paid performance How to find and iterate products on Alibaba without a design background — function and comfort as your only brief The B2B opportunity hiding inside a D2C brand, and how supplying mining companies unlocked a second revenue stream Why disappointing a customer hurts more than any slow sales period — and what that tells you about building a brand worth caring about The honest maths behind staying in your day job longer than everyone says you should What it actually feels like to build something from nothing when nobody's watching yet If you're trying to build something real around a full-time job and wondering whether it's worth the grind — this episode will change how you think about time, patience, and what early traction actually looks like. Jesse's story is proof that you don't need the perfect conditions. You just need to start. SAVE 50% ON OMNISEND FOR 3 MONTHS Get 50% off your first 3 months of email and SMS marketing with Omnisend with the code FOUNDR50. Just head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://your.omnisend.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get started. WANT TO GROW YOUR BRAND WITH META ADS? Join the Foundr Operators Waitlist → ⁠⁠https://foundr.com/operators⁠⁠ HOW WE CAN HELP YOU SCALE YOUR BUSINESS FASTER Learn directly from 7, 8 & 9-figure founders inside Foundr+ Start your $1 trial → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/startdollartrial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ PREFER A CUSTOM ROADMAP AND 1-ON-1 COACHING? → Starting from scratch? Apply here → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/pages/coaching-start-application⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → Already have a store? Apply here → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/pages/coaching-growth-application⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CONNECT WITH JESSIE LIM Instagram → ⁠⁠https://www.instagram.com/wolf_workwear/ Website → ⁠⁠https://wolfworkwear.com/ FOLLOW FOUNDR FOR MORE BUSINESS GROWTH STRATEGIES YouTube → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/2uyvzdt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/foundr/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/foundr/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Podcast → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/podcast⁠