Direct-to-consumer (D2C) brands like Eyebuydirect are overcoming traditional barriers in high-consideration purchase categories like eyewear.
Article
| Jun 13, 2025
On today’s podcast episode, we discuss how to get folks to buy something they can’t go and see in a store, how D2Cs should be thinking about generative AI, and how one DTC is negotiating the tariff minefield. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and CEO and president of Eyebuydirect Sunny Jiang.
Audio
| Jun 11, 2025
The news: Sens. Bernie Sanders (I-VT) and Angus King (I-ME) have introduced a bill, The End Prescription Drug Ads Now Act, that would prohibit D2C prescription drug advertising on television, radio, print, digital platforms, and social media. Our take: Despite disdain for drug commercials among consumers and lawmakers, pharma marketers shouldn’t sound the alarm just yet.
Article
| Jun 13, 2025
Article
| Jul 1, 2025
Article
| Jun 5, 2025
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Medtronic spins out diabetes business into D2C company: Amid growing diabetes diagnoses, Medtronic is doubling down on its focus with a device company dedicated to helping consumers with diabetes.
Article
| May 22, 2025
Article
| May 13, 2025
Chart
| May 31, 2025
Source: ĢAV
D2C shoppers want fast delivery speed: Survey shows they are less interested in the story behind a brand and more concerned about basic operational execution.
Article
| Apr 25, 2025
The news: The Trump administration is mulling new policies to make pharma advertising more difficult, per a Bloomberg report. Our take: RFK previously acknowledged the First Amendment hurdles in an outright pharma ad ban. But if he takes an alternate path with new D2C ad regulations, it’s a win for the industry. Pharma companies can budget for extra media costs of additional TV time and the loss of ad tax deductions, but they get to keep D2C advertising.
Article
| Jun 24, 2025
The news: Skims, the shapewear brand founded by Kim Kardashian, is on an expansion tear as it nears $1 billion in annual sales, per Business of Fashion.
The company plans to open 16 stores in the US this year, bringing its total domestic footprint to 22.
Over the next nine months, Skims expects to establish itself in seven new markets—including stores in Mexico, London, and Dubai.
Our take: While stores are hugely important to Skims’ growth, the company has several advantages over the rest of the D2C field.
Unlike most other D2C companies, Skims doesn’t need to rely on its stores as billboards given its high-profile founder, who is also a fixture of its ad campaigns.
Its partnership with Nike will give it access to an even larger audience and smooth its entry into the athleisure category—assuming production delays don’t get in the way. The launch will also considerably increase Skims’ retail presence without needing to invest in premium real estate.
Article
| Jun 25, 2025
The news: GoodRx is rolling out a subscription service for erectile dysfunction (ED) treatment. Our take: GoodRx is in a great position to compete with the top D2C telehealth players since consumers are already on the site or app searching for prescription drug discounts—it has over 6 million active monthly consumers who use a coupon code. GoodRx might also be more trusted than pure-play telehealth companies in the eyes of consumers since its services help people save money on their healthcare.
Article
| Jun 10, 2025
The news: Novo Nordisk is terminating its short-lived partnership with Hims & Hers. The drugmaker is accusing Hims of illegally selling knockoff versions of Wegovy, while deceptively marketing its compounded GLP-1 products. Our take: Hims will likely regret its refusal to cooperate with Novo and Eli Lilly, who have taken control of the D2C weight loss drug market.
Article
| Jun 24, 2025
Healthcare costs for Americans who have employer-sponsored health insurance spike 7% annually: Employers will need to be more restrictive with their plan offerings, creating an opportunity for D2C healthcare brands to reel in new customers.
Article
| May 29, 2025
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Levi Strauss sharpens its focus: The company agreed to sell Dockers to Authentic Brands as it looks to grow its D2C sales and expand its international presence.
Article
| May 20, 2025
Healthcare and pharma companies are embracing D2C business models to get their medications, treatments, and services to more consumers without industry middlemen restricting access. Concurrently, patients are becoming more price-conscious healthcare shoppers, propelling more D2C activity next year.
Report
| Dec 13, 2024
Article
| Apr 3, 2025
Rapidly growing healthcare providers are reinvesting in online marketing: Incumbents must embrace social and search marketing to ward off competition from telehealth and D2C providers.
Article
| Apr 15, 2025
Eli Lilly adds Alzheimer’s treatments, resources to D2C platform: Lilly is progressing its D2C online offerings even as lawmakers ramp up scrutiny of drugmaker-telehealth partnerships.
Article
| Mar 28, 2025
Chart
| Apr 24, 2025
Source: KPMG
Chart
| Apr 24, 2025
Source: KPMG
Chart
| Apr 23, 2025
Source: Dynata; Radial