Limited Supply

How did category-leading brands like Caraway and Mejuri rise to rapid DTC success? Nik and Moiz break apart the brand playbook and dive into Facebook’s top suggestions for creating more effective ads. How can celebrity testimonials and advertorials take your brand to the next level? Then, find out exactly how investors think about IPOs. Moiz analyzes the biggest conflicts of the founder-investor relationship when it comes to going public. What do you need to know to protect your own interests? And finally, Nik and Moiz break down the fastest-growing shopping categories in the Meta landscape, discussing the value of various brands in the e-commerce space and dissecting the different ways they can be acquired or go public. Unravel the complexities of fulfillment with Red Stag - a 3PL that guarantees zero shrink, zero mispicks, and zero missed shipments. Backed by performance assurances, they ensure excellence in every order —Literally, RedStag offers coverage at no additional cost for any guarantee that is missed AND $50 reimbursement per instance for the inconvenience. Discover why Red Stag isn't just another fulfillment provider - visit redstag.com/limited today. 00:01:02 - Amazon's Use of Anonymous Tracking 00:05:46 - Heat Map: Revenue-Driven Analytics Tool 00:07:29 - Absurdly High Valuations for Software Companies 00:13:20 - CEO-Investor Incentive Disconnect at IPO 00:17:20 - Fastest Growing Meta Categories Revealed 00:21:23 - Predicting Mattress Conversion Rates and AOV 00:23:57 - Utilizing Celebrity Testimonials in Marketing 00:26:17 - Experiment with Colors and Models for Audience Reach 00:28:48 - Facebook's Approval: Analyzing CPM Trends 00:33:33 - Building Category Leading Brands in Marketing Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.

Moiz is amped. Ok… So Moiz is always amped, but this time he’s EXTRA amped and ready to ditch the gym to hop on the Ozempic bandwagon. So what if he doesn’t *actually* need it? The boys wonder what happens when millions of Americans stop chowing down on that extra box of Cinnamon Toast Crunch once the Ozempic kicks in— is this the beginning of the end for big snack brands like General Mills and Kellogg’s, or can they find a way to prepare for the impending snackopalypse? Can big box brands deal with the skinny-fication of America? And what the heck is happening with Outdoor Voices? Just when you thought there couldn’t be any more drama with the fledgling company, the troubled athleisure brand managed to finally hit rock bottom. How did the newly bankrupt company handle the firing of its entire staff? Not well. Let’s just say not well. Plus, Nik and Moiz discuss the volatility in Facebook ads affecting the entire market, what to consider when selecting an ad agency, and tell the tale of some rich, really old dude named Nelson Peltz and his erratically alpha share-buying habits. Unravel the complexities of fulfillment with Red Stag - a 3PL that guarantees zero shrink, zero mispicks, and zero missed shipments. Backed by performance assurances, they ensure excellence in every order —Literally, RedStag offers coverage at no additional cost for any guarantee that is missed AND $50 reimbursement per instance for the inconvenience. Discover why Red Stag isn't just another fulfillment provider - visit redstag.com/limited today. 00:01:28 - Facebook Volatility and Business Updates 00:06:42 - Gender Targeting Challenges in Marketing 00:14:35 - Mastering Content Creation for Facebook Ads 00:15:34 - Warming Up Creatives in Marketing 00:23:21 - TikTok Usage Declines as Shops Rise 00:26:37 - Vetting Agencies for Facebook Ad Management 00:32:29 - Questions to Ask Before Hiring a Facebook Ads Agency 00:34:27 - Outdoor Voices Rumored Bankruptcy Raises Ethical Concerns 00:45:47 - Tesla's Advertising Spending Skyrockets in 2023 00:46:39 - Ozempic Threatens Big Snack Industry 00:54:53 - The Curious Case of Nelson Peltz and Disney Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

As a CEO, failure is imminent. So just… Don’t make the same mistakes twice like Moiz, ok? It’s another Q&A episode, and Nik and Moiz are tearing into some of your best questions from their Slack channel. What are the five questions all landing pages must have? What’s the best way to manage your Facebook ads? And what the heck do CEOs actually do all day anyways? Moiz gets personal and reveals the one mistake he made TWICE. Why is it the sexiest business ideas that are always the ones most doomed to failure? And later, Nik and Moiz explain why talking to people who have had negative experiences with your 3PL is vital before selecting your supplier. Why is Moiz sharpening his knives at the thought of some of his old suppliers? Yeah. He’s preparing for war this week. Tune in to find out why. Give customers more choice—and save your margins—with Postscript CashBack. This is the better alternative to coupons. Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more. Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited 00:03:21 - Thrasio Faces Bankruptcy After Failed Deal 00:06:04 - Effective Landing Page Structure Tips 00:15:35 - Daily Life of a Busy Entrepreneur 00:23:14 - Managing Cash Flow Amid Facebook Ads Downturn 00:32:15 - Learning from Failure: The Key to Success 00:37:25 - Optimizing Profit vs. Product Fit 00:42:18 - Efficient Ways to Find Suppliers 00:47:23 - Exploring Resources for Product Sourcing 00:49:58 - Limited Supply Podcast Season Eight Coming Soon Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

Limited Supply: 🚨FLASH NEWS 🚨 Postscript President is selling the secrets to his SMS success. Listen in with us! Or text STOP to opt-out. Get in loser, we’re going texting. In this ep, Moiz is breaking down everything you need to know about leveraging SMS to drive your revenue and accelerate your DTC’s growth. Alex Beller, co-founder of Postscript, stops by for some one-on-one time with Moiz, to reveal how his little startup that could grew to compete with the likes of giants like Klaviyo and Attentive. What is Postscript doing to set the stage for longevity that Attentive and Klaviyo aren’t? Alex and Moiz discuss the ins and outs of SMS marketing for e-commerce brands, tackling every nitty gritty detail you need to succeed. What’s the importance of conversational messaging? What are the challenges of pricing in the SMS space? How should you be thinking about segmentation? And later, they touch on the role of investors, unravel the power of community engagement, and make some intriguing predictions about the future of SMS marketing. Give customers more choice—and save your margins—with Postscript CashBack. This is the better alternative to coupons. Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more. Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited 00:01:33 - How Postscript Started Making Thousands 00:06:45 - Deciding Pricing: Email vs. Texts 00:07:47 - Postscript Raises $375K in Funding 00:12:40 - Differentiating Between Postscript, Attentive, Klaviyo 00:16:13 - Increase Conversion Rate with Onsite Opt-In 00:21:40 - Differentiating SMS Products with Conversational Messaging 00:23:40 - Understanding the 160-Character Limit Mystery 00:24:56 - Differences in Text Messaging Platforms 00:37:30 - Text Message Campaigns vs. Flows: Volume Insights 00:38:04 - Brands Underutilizing Text Message Marketing 00:42:34 - Incentivizing Trained Salespeople for E-commerce 00:46:37 - Scalable Text Messaging for Sales 00:56:12 - Unique Strategies for Early Client Acquisition Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Alex: LinkedIn: https://www.linkedin.com/in/alex-beller-70452852/ Twitter: https://twitter.com/ringmybeller Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

Listen up kiddies, and let Nick and Moiz tell you the story of ages past. Back in their day, before you had to worry about finding a MAX-9 brochure sitting in the plane seat in front of you, you used to look forward to busting open the germ-covered pages of the Skymall catalog on plane flights. Where else could you order a ton of crap you never knew you needed? But Skymall, and the catalog disappeared. Now, Facebook catalog ads are determined to fill the void of flipping pages upon pages of products. Nik and Moiz dive into the nitty gritty details of why your DTC can't afford not to harness the power of Facebook catalog ads before explaining how to implement them the right way. Is it a smart move for your DTC? And just how much can they boost your ROAS? Then, the guys discuss if Klaivyo is becoming obsolete. With diminishing stock prices since the company IPO’d, is it possible the service is finally ending its stronghold over the DTC community? Plus, Nik shares the top subscription stoppers that hinder customers from signing up for subscription services and later, he and Moiz tackle the Thrasio bankruptcy. Give customers more choice—and save your margins—with Postscript CashBack. This is the better alternative to coupons. Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more. Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited 00:01:14 - Effective Facebook Catalog Ads and Subscription Strategies 00:02:12 - Creating Effective Facebook Catalog Ads 00:16:32 - Klaviyo Doubles High-Paying Customers in 2023 00:27:24 - Overcoming Subscription Barriers in Marketing 00:32:29 - Why People Cancel Consumable Subscriptions 00:40:02 - Make Unsubscribing Easy for Customers 00:44:26 - E-commerce Aggregator Thrasio Declares Bankruptcy 00:52:21 - Klaviyo's Inventory Management Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

Struggling to convert customers? Then this is the episode you’ve been waiting for. Nik and Moiz open up their game-winning playbook to reveal their top 20 secrets for optimizing your conversion rates. Learn how to improve your website’s performance through their time-tested tactics that skyrocketed Native Deodorant and Sharma Brands to the top of the DTC game. Elevate and optimize your e-commerce site through the power of social proof, high-functioning UX design, a smooth checkout process, and the authority of great copy, as Mr. Sharma himself dispenses 20 of his elite entrepreneurial tricks. Plus Nik and Moiz discuss the the factors that can make or break a celebrity brand. Why do some influencer brands (*cough* Rare Beauty *cough*) have staying power while others fall? The devil, it seems, is in the distribution details… Give customers more choice—and save your margins—with Postscript CashBack. This is the better alternative to coupons. Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more. Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited 00:00:01 - 20 CRO Tips for Success 00:01:47 - JVN Sells for $1.25 Million 00:02:47 - Celebrity Partnership Pros and Cons 00:11:48 - Optimize Paid Social Traffic for Mobile 00:14:37 - Analyze User Behavior with Heatmaps 00:21:21 - Incorporate Social Proof Throughout Your Website 00:24:54 - Highlight Risk Reversals on Checkout Pages 00:30:12 - Using Large, Bright Imagery Draws Attention 00:32:00 - Make Discounts Visible for Better Conversions 00:35:06 - Declutter Your Site for Success 00:42:34 - Using Comparison Charts for Effective Marketing 00:44:59 - Properly Test and Measure Everything 00:47:06 - Creating Unique Social Proof Strategies 00:50:39 - Testing Coupon Codes for Better Conversions 00:51:25 - Consistent Messaging: Key to Success Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

Just when you thought we were done talking about Shopify… This week, the guys discuss the latest price hikes by the e-commerce platform and what the three-year contract means for your DTC. Is it fair—and are all retailers getting the same price increase? And what’s up with Shopify acting like the ultimate “pick me” girl when they’re the largest e-commerce platform around? Then, Nik and Moiz take on Faire, the wholesale channel selling boutique items at wholesale prices. Is it a good thing or bad thing that it threatens to reveal just how much your competitors are willing to pay at wholesale prices? And later, Nik dissects a viewer-submitted website, doling out his expert tips on how to optimize any DTC website. Trust us when we say, you won’t wanna miss this segment if you’re looking to increase conversion rates for your site! Give customers more choice—and save your margins—with Postscript CashBack. This is the better alternative to coupons. Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more. Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

A lot’s changed in the past 5 years, and we’re not just talking about the resurgence of those terrible bucket hats. America’s favorite EBITDADDY (and Nik) are back and talking about all the changes to things like Facebook creative targeting, affiliate marketing, and Shopify that you need to know about. Is it better to create one ad set with ten ads or one ad set with one ad? Will Shopify become obsolete thanks to TikTok shop? And is affiliate marketing dead? Nutrabolt and Bloom Nutrition are out there being savage AF, but we have to take a second to ask WTF Athletic Greens is doing. Could they even compete in brick-and-mortar if they wanted to, especially considering Bloom just raised $90 million? How long can they sustain on Amazon before realizing manifest destiny is the way to go? Tune in for that—and more. Give customers more choice—and save your margins—with Postscript CashBack. This is the better alternative to coupons. Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more. Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited 00:00:24 - Maximizing Facebook Ad Campaign Efficiency 00:07:08 - The Future of Shopify: Facebook vs. TikTok Shops 00:13:30 - The Future of Affiliate Marketing 00:19:51 - Nutribolt Invests $90 Million in Bloom Nutrition 00:25:18 - How Bloom Outshines the Competition 00:28:14 - Successful Fundraising Stories: Sanzo and nut pods 00:29:08 - Average Check Sizes in Fundraising 00:32:26 - Investing in Startups: Average Check Size at $5 Million Raised 00:33:52 - Website Audit on the Next Episode Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

When should your DTC brand take the leap of faith into the world of mixed media? What does an effective growth plan look like in 2024? Nik & Moiz set out to answer the big questions. We're taking a deep dive into the role of TV, podcasts, and explore the key pieces you need to know to effectively utilize a mixed media strategy. From the challenges of learning how to measure TV ad success to harnessing the power of UGC to cut ad costs, to creating vanity landing pages and more, the guys get down to the brass tacks about how much you can expect to spend when making the transition into TV. And later, Nik and Moiz reminisce about the possibilities of AI when it comes to customer service, the stupidity (or genius) of Apple Vision Pro, and reveal exactly what Google’s new efforts to combat spam mean for your brand this month. 00:00:00 - Google's Email Changes: What's New? 00:01:17 - The Role of Podcasts and TV in a Mixed Media Strategy 00:06:55 - Podcasts vs. TV: Consumer Preferences 00:10:05 - The Flaws of Traditional TV Ratings 00:12:40 - Reverse Engineering Product Market Fit 00:14:47 - Google and OpenAI Revolutionize TV Ads 00:20:43 - Using UGC to Cut Video Ad Costs 00:26:02 - The Cost of TV Advertising 00:33:07 - Google Cracks Down on Email Spam 00:39:15 - Apple's Ad Platform: What's New? 00:40:00 - The Future of Barcodes: QR Codes 00:44:58 - Website Conversion Rate Optimization Audit Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Outperform the competition and improve your contribution margin profile. See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited.

This week, Nik and Moiz are digging into the showdown between the Trump and Biden campaigns' websites, and how they're currently stacking up against each other. Dive into the differences between the Trump and Biden campaigns' websites, with and how their landing page design and copy are critical to resonate with audience. The boys will also begin digging into Tatari's DTC Industry Report and breaking down some of their key takeaways, north star metrics, and the effectiveness of TV advertising and the impact of content in the upcoming election. 00:00:00 - Nick's Experience at the EPR Event 00:00:41 - Analyzing Ad Funnels and CRO Tips 00:01:19 - Comparing Trump and Biden Campaigns 00:07:23 - Text-Heavy Website: Trump's Ad Strategy 00:10:53 - Powerful Upsells and Checkout Strategies on Trump's Website 00:17:26 - The Impact of TikTok on the Presidential Election 00:20:42 - Decreased Web Traffic for Biden and Trump 00:22:23 - Insights from Nick Cannon's Campaign Report 00:23:06 - Choosing the Right Metric for Marketing Success 00:24:13 - Understanding Profit vs. Revenue Metrics 00:24:34 - How to Decide Where to Spend Ad Dollars 00:29:35 - The Majority Invest in Paid Social Media 00:30:55 - The Impact of TV Advertising Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: twitter.com/mrsharma Follow Moiz: Twitter: twitter.com/moizali Outperform the competition and improve your contribution margin profile. See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited

Nik and Moiz break down the latest findings in the “Business of Fashion” article detailing several brands looking to make their exit in 2024. How do the valuations of brands like Dagne Dover and True Classic line up? Are they overshot or in line with the powerful branding these companies have taken advantage of? Then the guys get into the nitty gritty details of Rare Beauty’s latest string of announcements, including a new product line launch and the release of their content-based relaxation videos, the Comfort Club. Is this a genius move or the bloated move of a company that’s feeling themselves a little bit *too* much? And later the guys dissect whether or not clothing rental companies are dead, chat about the latest surge in Facebook Ad prices, and explain the latest email changes happening with Gmail and Yahoo, including what one-click unsubscribe might mean for your business. 00:00:00 - Snowstorm Hits New York City 00:00:20 - How to Bypass Paywalls for Fashion Articles 00:01:33 - Dagney Dover: Slow and Sustainable Brand Building 00:04:10 - Questioning the Valuation of Dagney Dover 00:08:00 - Should True Classic Go Public? 00:11:30 - Rent the Runway and Stitch Fix: The Rise of Clothing Rental Companies 00:18:31 - Selena Gomez's Rare Beauty Thrives 00:29:33 - Email Changes Coming in 2024 00:37:07 - The Need for Real-Time Facebook Ads Data Read the Business of Fashion Article here. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Outperform the competition and improve your contribution margin profile. See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited.

Nik and Moiz are joined by special guest Rob Schutz, who shares his fascinating career journey and insights into the early days of BarkBox. As the former VP of Growth, Rob discusses the challenges and successes of building the BarkBox brand, including how the company capitalized on early organic growth and leveraged the power of social media and influencers to rise to the top of the subscription box food chain. He also shares his experiences with other Barkbox ventures, such as BarkPost, BarkBuddy, and reveals exactly what happened to the failed BarkCare. Later, Rob chats with the guys about the evolution of his new healthcare tech company, Ro, unveiling the unique set of challenges he’s faced in scaling a PCP platform and explaining how it differs from BarkBox, before talking about his current endeavors in growth marketing consulting and domain acquisition. 00:00:49 - From Healthcare Consulting to Daily Deals Entrepreneur 00:05:28 - The Power of an Engaged Email List 00:11:42 - From Startup to Facebook User Acquisition Manager 00:16:52 - Barkbox's $25 Million Success Story 00:23:14 - Launching a BarkBox’s Full Line of Products 00:27:01 - Building a Company for Dogs: Maximizing Dog Joy 00:28:42 - The Highs and Lows of Barkbox's Success 00:37:55 - From Barkbox to Ro 00:42:55 - Ro's Remarkable Growth 00:46:39 - The Evolution of a Health Company 00:55:50 - The Art of Buying Expensive Domains Follow Rob: LinkedIn: https://www.linkedin.com/in/robschutz/ Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Outperform the competition and improve your contribution margin profile. See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited.

Bankruptcies, failed roll-ups, and ad-spend-eating robots—sounds like the only proper way to kick off the New Year, yeah? Nik and Moiz are back, and they’re breaking down everything you might have missed during the holiday vacay, including the string of December bankruptcies that left several brands ringing in the new year with dashed dreams and bottles of champagne to kill the pain. Then, later they discuss the difference in thinking between first-time and second-time founders, the acquisition of several brands by Fraser’s Group and THG, and what happens when a corporation accidentally kills off its entire brand ethos (we’re looking at you, VF Corp). And it wouldn’t be the new year without two men behind a microphone dispatching their best predictions for 2024, now would it? The guys discuss why you might want to consider selling that Shopify stock you’ve been investing in (it’s been nice knowing you, buddy), why Amazon is threatening to go postal, and why Moiz simply can’t refuse sassing off about the price of SaaS. 00:00:27 - December: The Month of Bankruptcies and Engagements 00:01:34 - Which Ad Platform is Most Effective for Newsletter Ads? 00:05:13 - Maximizing Ad Spend on Twitter 00:07:15 - Building a Brand for Success 00:14:38 - The Impact of Sales Tax on E-commerce Businesses 00:25:47 - Recent Acquisitions: Distressed Brands Bought 00:26:49 - Building Multiple $50 Million Brands 00:30:41 - Balancing Corporate Functions and Brand Ethos 00:32:50 - Who's Failing at Brand Roll-Ups? 00:33:50 - Facebook and Instagram Threaten Shopify 00:39:25 - The Future of SaaS Pricing in E-commerce 00:40:36 - The Battle Against Bot Traffic Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Outperform the competition and improve your contribution margin profile. See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited.

You’ve got questions. They’ve got answers. Nik and Moiz are dipping into the Slack channel again to answer your biggest DTC questions. And they’re not holding anything back this go-round. Which SaaS platforms are, *pardon our French*, complete sh@#, and which ones are worth your time? The guys break down exactly what you should be looking for when considering a software service and which red flags should leave you running like the plague. Nik and Moiz aren't afraid to name names, so yeah… Our lawyers are gonna love this one. Return a purchase once, shame on me. Return a purchase twice, ok, we’ll let it slide. Return a purchase thrice? You’re only getting away with this if you’re one of our best customers. The guys pontificate on how best to handle nightmare returns—what should be your limit, how should you be thinking about customer service, and what does any of this have to do with a thwarted terrorist attack on Margaret Thatcher? And stay tuned because later, the guys talk some more crap about SaaS (we’re gunning for you, ERPs) before explaining the difficulty of organic growth. How much should you invest in organic before leaping into paid? And why are apparel brands so risky? Can capitalizing on FOMO and image perception help these brands capture more top-of-funnel leads? Tune in for that, and much, much more! 00:04:41 - Commonly Pitched SaaS Companies in E-commerce 00:14:10 - Overpriced Influencer Platforms: No Value 00:16:59 - Balancing Customer Service and Experience 00:25:09 - Overpriced Software: The Rip-Offs 00:29:12 - The Process of Creating a New Scent for Native Deodorant 00:38:03 - Organic Posting vs. Paid Ads for DTC Brands 00:44:35 - The Future of Websites in E-commerce 00:46:42 - TikTok Shop vs. Facebook's E-commerce 00:51:27 - Marketing Lifestyle and Apparel Brands 00:56:28 - How Collabs Make Your Brand Relevant Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Outperform the competition and improve your contribution margin profile. See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited.

What are the marketing ops like for one of DTC’s biggest beauty brands? Cody Plofker, CMO of Jones Road Beauty, drops by the pod to chat with Nik and Moiz about how the brand doubled its Black Friday sales this year. And *spoiler alert*, they used the EXACT same game plan they have for the past three years…. so what about this year’s sales made it so darn successful this time around? Forget discounts and high-pressure Cyber Weekend sales tactics because Cody reveals exactly how Jones Road leveraged tactical exclusive offers, like their Miracle Balm Kit, to garner a whopping $25 million plus in sales over the four-day weekend. And later, Cody discusses the importance of creative diversity in ads, the challenges of competing in the clean makeup and beauty space, and how to drive customer engagement using online quizzes. Plus what’s been the impact of email marketing on Jones Roads revenue? Tune in to find out Cody’s best estimate and his predictions for the future of Jones Road! 00:00:49 - The Journey of Jones Road Beauty's Chief Marketing Officer 00:04:11 - Cutting Through the Noise: Jones Road's Competitive Launch 00:10:33 - The Shift to In-House Advertising 00:15:10 - How Quizzes Drive Sales for Jones Road 00:19:46 - Effective Full Funnel Approach for Black Friday Sales 00:28:16 - Black Friday Deal: Four Mini Miracle Balms for $68 00:33:38 - The Impact of Email Marketing on Revenue 00:35:17 - Boost Your List Growth with SMS Number Collection 00:36:29 - The Success of Miracle Balm 00:40:53 - Lessons Learned from a Million-Dollar Black Friday 00:42:08 - How to Maximize Facebook Ad Spend 00:45:44 - Deciding on the Perfect Tech Stack 00:49:19 - Black Friday Revenue and Brand Building Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Check Out Jones Road: Website: https://www.linkedin.com/in/cody-plofker-47a29b120/ Follow Cody: LinkedIn: https://www.linkedin.com/in/cody-plofker-47a29b120/ Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.

True Classic’s mastermind strategist is back, so get ready to take notes, because you simply can’t afford to miss a single word DTC’s biggest disrupter has to say. Ben Yahalom, President of True Classic Tees, joins Nik and Moiz to dissect the brand’s Black Friday and Cyber Monday performance. What was True Classic’s ad spend like? What channels did they see their biggest wins on? And what were the biggest challenges to planning their inventory? Ben gives an insider’s look into True Classic’s performance, explaining the importance of creating personalized customer journeys and highlighting the power of profitability forecasting in managing your ad spend. Plus, we’ve said it before, and we’ll say it again—if you aren’t creating bundles, you need to be. But don’t worry, because Ben’s here, revealing exactly how DTC’s top dog creates a game-winning bundle. For that and much, much, more, tune in now because this episode’s pure DTC gold! 00:00:52 - Meta's Record-Breaking Black Friday Sales 00:06:32 - The Cost of Meta Ads 00:08:27 - Exploring Effective Advertising Channels for E-commerce 00:10:20 - Analyzing Customer Behavior During Black Friday 00:12:21 - Using Post-Purchase Surveys to Maximize Marketing Potential 00:14:11 - Analyzing Membership Performance During Black Friday 00:15:25 - Optimizing Your Black Friday Strategy 00:29:46 - Building a Profitable Finance Stack for Direct-to-Consumer Brands 00:33:08 - Maximizing Sales During Black Friday 00:36:35 - Ben Shapiro's Relentless Mindset: Saying No to Any Job 00:36:59 - The Challenges of Inventory Planning and Ad Spend 00:40:30 - Dealing with ADA Lawsuits: A Guide 00:41:32 - Achieving Profitability: The Real Challenge Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.

Is the post-turkey haze making the details of your cyber weekend feel a little blurry? Wondering what sales you missed and what deals you might have blacked out on? Let the Black Friday/Cyber Monday hangover begin! But don’t worry because Nik and Moiz are here to break down all the dirty details about what went down this past weekend in case you can’t remember. Find out why this Black Friday/Cyber Monday marks the comeback of consumerism and why it was a HUGE win for DTC. The guys share the biggest lessons from Stripe’s $14.4 billion win and explain how Shopify absolutely nailed it this past weekend. Who were the big brand winners, and which companies should be ashamed of their lackluster performance? And that’s the one thing Moiz can’t believe brands aren’t doing on their websites? Tune in to find out! 00:00:25 - Black Friday Winners: Shopify and Klaviyo 00:02:07 - Stripe's Dashboard Tracks Black Friday Sales 00:03:55 - Stripe Processes $14.4 Billion Transactions 00:05:51 - Ingenious Black Friday Marketing Ideas 00:11:19 - High AOV Brands Thrive on Facebook 00:15:20 - Comparing Black Friday vs Regular Facebook Ads 00:17:45 - Black Friday Shopping: Overwhelmed vs. Organized 00:22:33 - Unsubscribing from Black Friday Emails 00:23:45 - TikTok's Success Soars on Saturday Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.

We can’t all have Emily Ratajkowski repping our DTC brand (trust us—we’ve tried). So how do we get that same EmRata leverage if we don’t all have the celebrity pull to build brand awareness? Nik and Moiz break down various strategies for your DTC brand, including utilizing email swaps, considering third-party retailers, and refining your e-mail flows. Should you even bother with showrooms like Showfields or are they a legit scam? And later, they guys tackle the latest news in Google's pricing transparency initiative. It may be great news for consumers, but what does it mean for your DTC business? Plus, Nik shares his best insights into how brands can incorporate charitable initiatives into their business models. 00:01:44 - Creating Products for Charitable Causes 00:05:28 - App Donates Money from Receipts 00:12:15 - The Power of Network Effects in Shopify Apps 00:15:42 - The Intersection of Retail and Media at Showfields 00:29:10 - Google's Pricing Transparency Initiative Impact 00:34:44 - The Impact of Black Friday on Shopping Habits 00:35:53 - Generating Brand Awareness for Small Brands 00:37:45 - Easy Ways to Boost Brand Visibility 00:44:38 - Utilizing Third-Party Retailers for Marketing Success 00:48:37 - The Importance of a Welcome Flow in E-commerce 00:53:20 - The Power of Organic Marketing 00:55:32 - Top Black Friday Deals and Earnings Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.

Lululemon, Mirror, Dollar Shave Club, SmileDirectClub, WeWork... In this day and age, it’s insane that businesses can literally disappear overnight. Except for maybe that last one… because honestly, we all saw that one coming. This week, Nik and Moiz are giving all the dirty details straight from the bankruptcy files of Dollar Shave Club and SmileDirectClub’s legal filings. They’re diving deep to break down the dismantling of these once-promising e-commerce brands, dissecting how SmileDirectClub went from a $9 billion evaluation into nearly $900 million worth of debt and detailing how the acquisition of Dollar Shave Club from Unilever fell apart. And later, they guys touch on other topics, including Alo Yoga's rumored fundraising efforts and the challenges faced by e-commerce brands in 2023. Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details. Shopify businesses with more than $500k in yearly net sales qualify. 00:00:00 - New York's E-commerce and Marketing Updates 00:02:15 - Smile Direct Club vs. Dollar Shave Club 00:07:55 - Smile Direct's Bankruptcy and Debt Crisis 00:23:15 - The Challenges of Spending Billions on Facebook Ads 00:23:48 - Unilever's Regrettable Acquisition of Dollar Shave Club 00:33:05 - Roan Buys Out Investors for Growth 00:34:51 – Alo Yoga Seeks $10 Billion Valuation 00:39:34 - 2024 Outlook for E-commerce Brands 00:42:09 - Google Pricing Transparency and Charitable Business Ideas Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali

Do you have the right formula for creating an elite-level e-commerce team? Mr. Sharma certainly thinks he does—and he’s spilling his top secrets to building a winning DTC team in this special live episode from Marketingland 2023. The guys also dive into the latest stats from October’s Amazon Prime Day, pontificating on when other brands will start to create e-commerce shopping days of their own. *Fingers crossed* we can expect Chewy’s “April Drool’s Day” or Walgreens’ “Drug Deal a Day” to drop any day now. Plus, what’s up with the recent string of Amazon aggregator failures? Are the growing struggles of rollup businesses in the e-commerce space a bad omen of things to come? And later, Nik and Moiz share their top tips for building an effective landing page before jumping into a live audience Q&A session. Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details. Shopify businesses with more than $500k in yearly net sales qualify. 00:00:00 - Polarizing Segment: Guess That Company 00:03:37 - The Key to Success: Winning Teams 00:07:14 - The Power of Creativity in Marketing 00:12:31 - October Prime Day Sees Huge Growth in Sales 00:16:03 - When Will Retail Giants Launch Their Own Shopping Day? 00:18:47 - The Rise and Fall of Amazon Amazon Aggregators 00:26:43 - The Three Purposes of Landing Pages 00:32:04 - The Importance of Fast Delivery in E-commerce 00:35:27 - Navigating Walmart as a Premium Brand 00:38:31 - Affirm Tests Buy with Prime on Amazon and D2C Sites 00:40:25 - Start with Website Innovation, Not Amazon 00:42:46 - Join the Second Best Podcast Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma Follow Moiz: Twitter: https://www.twitter.com/moizali