Member Brief: The TCG Timeline
“The era of the billion-dollar brand is over; there’s going to be lots and lots of brands that have much more specific focuses,” Davis summarized when we spoke last month.
Dan Frommer • Why there still haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups
For Allbirds, this strategy can begin to address a unicorn status that was surely shaken by the IPO of Casper, Away’s recent struggles due to a global drop in travel and cap tables across the board have greatly reduced exit optionality. If Allbirds can continue building its own brand while becoming the authority and sustainable supplier to well-kno... See more
Web Smith • MEMBER BRIEF: ALLBIRDS AND ADIDAS
Digital has led to market fragmentation in nearly everything. Reduced opportunity costs have spawned a plethora of Direct to Consumer (DTC) brands which will continue for the foreseeable future. Small niche startups will continue to build followings and “tribes” in ways that couldn’t have been imagined in the pre-internet era.
Sanford Stein • Retailing 2020 – 2030: taking a long view
Smaller publishers have always tended to specialize by subject, which is an inherent advantage in the age of internet marketing. Direct consumer relationships theoretically make it possible to expand beyond books to sell other things to the same audiences. But so far, that is largely a theory.