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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.

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.

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.

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.

So they're expanding their market earning fees from companies while in the meantime not spending as much marketing direct to consumer. Rob Rubin:. Okay. So is this a good time for companies to be offering an employee perk that's going to cost them money around this? Is this such a burning need for HR departments to add this particular perk? Tyler Brown:.

Yeah, loyalty, as a beauty retailer, is also so important because beauty D2C is still pretty strong, especially for digitally natives, and you don't want, as a retailer, your consumers abandoning you to buy directly from the source. Carina Perkins:. Exactly that, and it's such a competitive space now.

They are really direct-to-consumer, and so we know from one of Blake's last reports, that too is a little bit tricky, so it'll be interesting to see where they net out. I'm surprised they have such a large percentage of e-commerce, though, at 1%. Sara Lebow:. Yeah, I think there's a lot of money in pet products. People talk about this as a recession-proof category. Blake Droesch:.

In a quick pivot that November, Amazon launched Amazon Clinic as a D2C text-based telehealth service. That was then expanded this month to video visits, available in all 50 states. Halo wearables are no more. In April 2023, Amazon announced the end of its Halo division, including the Halo View, Halo Band, and Halo Rise.

They can think of different products like that of Casper mattresses or Warby Parker glasses that both started off as D2C companies that started to introduce their own retail brick-and- mortar shops where people could try that on and see if they like it. And whether they order the product online or at the store, it doesn't matter, they'll eventually make the purchase. Marcus Johnson:. Oscar.