S4 E7: DTC Prescriptions/HBO’s Terrible Rebrand/Returning Stuff Should Be Harder
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Guesting a D2C Business
We're gonna play guest this business. And I think this is, you know, we've done this two or three times in the past. So let's say 500 million in revenue to be easy; that doubled from 2021 to 2021. For 2022, 526 million in revenue, 118 million in cogs, 272 million in marketing, negative 15 million in EBITDA,. AOV is $82 per order. Valuation is about $2 billion, $1.9 billion. Three questions, yes or no? Hit me up with them.
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