Ä¢¹½AV

Which of the following is not a real D2C subscription company? A) Japan Crate. B) SnackAtlas. C) Little Passports. D) Ritual. SnackAtlas is not a real subscription service, but all the rest are. March 10, 2025. The National Women’s Soccer League has added what creator-led beverage brand as a sponsor? A) Prime Hydration. B) Unwell Hydration. C) Chamberlain Coffee. D) KIN Euphorics.

Yeah, Victoria's Secret was founded on every 2000s trend that's gauche now, like ultra-thin models, no diversity, and they're also being undercut by D2Cs. Sarah Marzano (02:40):. Yeah, I think it's an interesting move to bring on Super. Savage Fenty famously has been one of the brands that's taken market share away from Victoria's Secret.

So listen to last week's re-imagining retail episode for that, but they had a really strong earnings showing and the company is finding growth while many direct to consumer companies aren't leveraging their store footprint and they're leveraging in-store eyecare in order to stay healthy. Arielle Feger (05:42):.

Gen Z consumers of beauty and skincare products are most attracted to brands for their pricing (48%), samples (46%), and sustainability (44%), according to Bolt. Pricing is a bigger influence for older consumers, cited by 61% of those ages 18 and older.

In this era, we're moving out of this era of tons of D2C and back into marketplaces, or I should say more into marketplaces. I'm going to take our last spice level and our last prediction, if you guys don't mind. I have a prediction as well. This is medium maybe to spicy.

Their latest results from the holiday quarter beat expectations that was led by healthy international growth and a really renewed emphasis on their direct-to-consumer channels, their stores, while cutting back on wholesale expansion.

I will say that there is a notable discrepancy between the approaches of small, independent, maybe D2C type brands and larger more heritage and tradition bound enterprise or legacy brands. If you have several generations of dos and don'ts in your brand guidelines, or you employ multiple creative agencies, you're a lot less likely to let this technology just spit stuff out willy-nilly and deploy it.

Ross, they also announced Disney and therefore ESPN that a direct-to-consumer ESPN streaming service will launch in the fall of next year, 2025. That will include personalization features and also access to sports betting platform, ESPN BET. Obviously there's ESPN+, but that doesn't contain all the content that the traditional cable version of ESPN has. But this new standalone version will.

Chewy in particular, like I don't have the ins and outs of Chewy's business in front of me right now, but they're a D2C that's grown a lot that needs to find other places to grow, and so partnerships are a great way it can do that. Okay. So Becky, you've won over the Sharks. I'll make my pitch now.

So that's why you see a lot of DTC brands as they expand they'll eventually start advertising in linear television. And a lot of the largest tech companies in the world like Amazon and Apple, Facebook are among the largest out-of-home ad spenders each year.

The company developed its ecommerce chops through acquisitions such as online marketplace Jet.com and digitally native direct-to-consumer (D2C) menswear label Bonobos. But more recent efforts such as AR shopping tools, virtual fitting technology, and livestream shopping across social channels have yet to have broad-reaching implications.

But this started becoming quite apparent in the second half of last year that Chinese brands and manufacturers have basically learned the American D2C playbook, and are running it to great success on Meta's platforms in particular, Susan Li, Meta's CFO, said that they contributed to 10% of revenue overall in the fourth quarter. Which is not nothing. That's real, real growth.

Well, it's that Amazon is becoming a much bigger direct-to-consumer healthcare player. It's now expanding its services for Amazon Clinic, as you mentioned, video and text-based healthcare services. It's got Amazon Pharmacy, it rolled out a discounted RX pass for generic medications. So, it's really playing to the consumer in the consumer's healthcare needs.

And that going to D2C isn't necessarily the best way to achieve growth even when you have this huge, huge built-in audience through influencers. And I think that Amazon is smart by using influencers in this way. It really fits into their objectives when it comes to growing sales of essential goods and CPG products and food and beverage.

So in some cases it could be worse depending on what your need is and that shortage has really been pushing patients to seek other options, whether that's retail health or direct to consumer telehealth, if it's not a serious issue, or urgent care, or in the worst case emergency care. But we're already seeing the impact.

So my first pick is a direct to consumer fashion brand Telfar which is best known for its very highly covetable handbags that are released via drops. So not a regular schedule. You have to be in the know and follow the brand in order to get access to their products.

They're on social, they do direct to consumer, they're in physical retail from the specialty beauty stores like Sephora and Ulta to the big box stores like Target and at Walmart. They have their own stores and they're even on Amazon because they just know that the consumer is looking to buy everywhere and they have to be there and make it as easy to get those products to them as possible. Sara Lebow:.

A while ago, D2C shampoo companies were giving me ads where you take a quiz and it tells you what your hair type is. I don't know, is any of this real? Does any of this work? Does the AI skin filter know your skin? Suzy Davidkhanian:. So, I think they're probably different, right?

They're a global player enabling D2C e-commerce and retail e-commerce. And they've built a first party data set called Shopify Audiences. So, that is a key part of launching a retail media network, is that investing in the data and making it available to partners. So, that data set is only available to a select few partners today.