Nift’s Post

What are you all seeing across the board in the DTC growth space as we go into Q4? Are most of your businesses/ clients UP or DOWN in terms of YOY revenue and ad spend?

Just wrapped up an incredible session at DTC Live in London! I had the privilege of sharing insights on growth levers to boost revenues with over 100 DTC founders. The energy in the room was electric, and the discussions were truly valuable. Key takeaways: •⁠ ⁠Data-driven decision-making •⁠ ⁠Customer lifetime value optimization •⁠ ⁠Strategic partnerships •⁠ ⁠Innovative marketing channels Thank you to the organizers and attendees for an unforgettable experience! I'm excited to see the impact of our collective knowledge-sharing. Let's keep pushing the boundaries of e-commerce growth! #DTCLive #London #EcommerceGrowth #DirectToConsumer #GrowthHacking" Rebecca Worsley Molly Bateman Shwetank Tamer Jake Xu Grace Fodor Oliver Spark Tash Courtenay-Smith Raishma Islam Fiona Toomey Alex Klein Urvesh Vasani GoKwik Chirag Taneja

In recent years, there’s been a major shift in how brands connect with customers. Instead of relying on third-party retailers, companies are going direct-to-consumer (DTC)—and it’s paying off in a big way. Here’s what we’re seeing: 📌 25+ DTC companies went public in the last 5 years 📌 Warby Parker raised $1.5 billion in its IPO 📌 Allbirds reached a $4.1 billion valuation 📌 Casper Sleep raised $100 million in its IPO So, what’s driving this surge? - Stronger customer relationships: 70% of consumers prefer buying directly from brands. - Higher profit margins: DTC brands can keep up to 50% more profit than traditional retail. - Customer insights: 80% of consumers are happy to share data for a more personalized experience. By cutting out the middlemen, DTC brands can focus on building top-notch products and creating better customer experiences. With the market continuing to evolve, we can expect even more consumer brands to shake things up. What are your thoughts? Will this DTC trend keep growing? Let’s discuss below! 👇 #DTC #directtoconsumer #IPOs #consumerbrands

🚨 The "Golden Triangle" of DTC profitability is about to break for most brands. Get ready. I've analyzed 100's of #DTC brands scaling past $5M and far too many don't stick to this basic formula. Your costs should follow the 1/3 rule: 1/3 Product costs 1/3 Acquisition costs 1/3 Operations But here's the reality hitting brands in 2025: → Platform costs rising 20-40% → Potential tariffs adding 15-25% to COGS → Customer acquisition getting more expensive daily Most DTC brands are running on margins too thin to absorb these hits. The survivors will be those who stress-test their margins NOW. Quick audit checklist: Map your true COGS (including hidden costs) Calculate real customer acquisition cost (not just ad spend) Document ALL operational expenses Build 3 scenarios: Current, +15%, +25% This simple exercise has saved clients millions in preventable costs. Want to see how your margins stack up? DM me to book a strategy call. We'll map out your Golden Triangle together.

Brand Founders and Marketing Directors in the DTC space. Do this frequently 👇 Take the AOV of your acquisition offer or best-selling products. And subtract all the costs to fulfill the order. I'm talking: - Cost Of Goods - Credit Card Fees - Shipping Costs - Fulfilment Costs Evaluate if your CAC target needs adjustment. These metrics aren't set and forget. Costs have increased in the last year. Adjust your CAC or pricing accordingly.

At Milestone, we have a hypothesis about DTC brand growth: There are four key stages, based on GMV milestones. Each stage has a north star metric that acts as the main driver of growth towards that milestone. Each metric has a number of related tactics that accomplish the metric. Though simple, it cuts through the noise of trying to do too much at once. As a bonus, it makes it very easy to report to the CEO on why the roadmap is working... or not. What's missing here? Would love some input from the best strategists in the game: Dax Young Nina Collier Amanda Massello Douglas Hollinger Mariel Bacci Kilroy Paul Hughes Taylor Elliott Kelly Stacey Lauren Melzer #Shopify #DTC #eCommercegrowth #AOV #CLV #ConversionRate #CustomerAcquisition #BrandStrategy

Unlock the secrets of successful DTC brands! 🚀 Discover the 7 hidden metrics that drive 7-figure success. Don't miss out! #DTC #EcommerceSuccess #MetricsUnveiled #Ecommercetips

Happy Friday y’all ☀️ Today’s brands/merchants have more “jobs to be done” than ever before 😥 More channels, more touch points, the easy things aren’t easy anymore and straight forward data and insights have seemingly slithered away 🐍 Brands just can’t go at it alone! They need the power of the FRACTIONAL!!! They need to extend their team yet avoid fragmentation and Silos. At GM2, we are squared up to the needs of today’s DTC brand. We are not a system integrator. We are not a build build build, churn and burn shop. We go deep! 🤿Deep into data 🤿Deep into strategy 🤿 Deep into understanding your customer and how well you are speaking to them and catering to them. We don’t just build sites, we help you tackle complexity, make it a bit more simple and then provide impact. That’s how we grew an outdoor apparel brand by over 200% 2 years in a row 💪🏼 So, for brands that are tired of the churn and burn and want a partner to go deep… 🧜🧜♀️🌊🌊🌊 Come take the GM2 plunge. Yes, I am at the beach and yes, I’m putting my phone away now 🤣 #ecommerce #DTC #shopify #CRO

Moo Deng agrees, the #fear around this is #real 🫨 If #situations like this are keeping you up at 🌒 or there is general room for #improvement, its still not too late to switch to a new #3PLPartner. This is one of the main levers for #growth 📈 for commerce brands. #customer (especially new ones) #expect more, so don't fall short this #holidayseason

🎉 Huge congratulations to Felix Capital portfolio company Mirakl on some incredible milestones in 2024! 🚀 This year, Mirakl-powered marketplaces have surpassed $10 billion GMV—a testament to the transformative power of the #marketplace model, enabling businesses to scale faster and thrive in today’s digital economy. And just last week, Mirakl set another record on Black Friday, achieving $100 million GMV in a single day! 🔥 These achievements highlight how Mirakl is redefining the #eCommerce landscape, empowering businesses to innovate, sellers to unlock growth, and consumers to enjoy unparalleled choice and convenience. 🌍✨ We’re proud to support Mirakl on their journey and excited to see what’s next for the marketplace economy! 🌟 #FelixCapital #Mirakl #MarketplaceEconomy #BlackFriday #Growth