S4 E7: DTC Prescriptions/HBO’s Terrible Rebrand/Returning Stuff Should Be Harder
Limited Supply
The Problem With Direct to Consumer
PDA is sold at a C store, 500 million in revenue, 2 billion in value, 50%. I think you got it. The problem is like I'm thinking it's either, oh my God, I'm stumped. Let me give you more clues. Okay. So they IPO'd recently and unlike any other direct to consumer, it's not PDA light, is it? No, that's a really interesting answer. I'm not sure if PDA light sells on like, I've never imagined buying PDA light. I think they sell powders online. Oh, got you like liquid IV powder of PDA. That would be fun. It's consumable.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
