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To Invest or Not to Invest: The VC Question about Digital Brands
The optics of successful liquidity events for Blue Nile, Zullily, Chewy and Zappos, and the incredible traction in the 2000s of The GAP as a public vertical consumer brand established meaningful consumer business outcomes. These potential to repeat history through a new crop of Direct to Consumer upstarts paired well with the pent up venture capita... See more
Nate Poulin • The Fatal Flaw of The DTC Playbook & The Search for Internet Diamonds
Why there still haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups
Dan Frommernewconsumer.com
Now that a few high profile DTC brands have been punctured on the public market and the economy is crashing, VC-driven DTC business model will likely go into its own recession. Without DTC, there is an opportunity for a variety of smaller, more sustainably funded players who do not seek hypergrowth.