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“You are the free lunch” 👇👇👇

Who makes the cleanest ingredient skin care products for men these days?

If you're in consumer / DTC and you aren't on this newsletter list... wtf are you even doing??!?!

Who do I know that has mastered selling DTC in EU? Ideally American and figured out the expansion in a meaningful way. READ: Not just turning your ads on in those markets, but actually executing strategy across multiple variables/vectors.

I live in a paradise. That’s it. That’s the tweet.

Are the Hampton’s really that great of a place to vacation / spend summer or is it mostly a status thing?

I'd argue that ending Q4 with too much inventory is the absolute worst thing. I'd rather run out because of insane demand and have to tell customers they need to line up vs. buy too much and create a balance sheet problem.

If you're in consumer, the goal isn't explosive growth. The goal is consistent growth over time.

We're working on a handful of minority equity deals right now where we come in and help supercharge margins + unlock latent cash within the business + tackle big ops related projects. If you have a DTC brand with ~$5m - $30m in rev, you're probably our ideal investment :)

Who do I know with 3PL print on demand capabilities in UK / EU?

I’ve been super tired. Worn out. Stressed. So I put my symptoms into ChatGPT to figure out what was wrong. Turns out, I have a kid who hates sleep. This tracks.

When Jeff said "your margin is my opportunity"... This is what he meant.

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What are some of the coolest predictions in ecommerce and AI? How will AI impact how consumers discover and purchase products?

This is a healthy reminder that advertising conversation often gets lost in tactics and we miss the strategy part.

Today is the 9 year anniversary of Simple Modern being incorporated. We've sold 50 million bottles in that time. Our best threads about building the business:

Tell me how TikTok shops, temu, and SHEIN extreme discount driven success is different than the rise of private sale sites in 2009+ (gilt group, vente prive etc) They showed up when the consumer was hammered and rose to huge volumes quickly. Cheap cheap being the driver. They

You have to pay to acquire your customers one way or another. And you'll be lucky if 30 of each 100 you acquire ever makes a repeat purchase. You can't "grow through retention".

When you first expand paid acquisition to international markets, you're going to find cheap customers right away. There is a honeymoon phase. Don't forecast on this. It'll end.