In this special episode, we share Taylor Holiday’s keynote from Stord’s Summit.

(https://www.stord.com/)

He unpacks the four eras of DTC—COVID’s boom, the lean “Ozempic era,” and what he calls the “Flow Era.” Drawing from CTC’s dataset, client stories, and industry benchmarks, Taylor explains why 2025 could mark the strongest period in DTC history.

You’ll learn:

Why the excess of capital and demand during COVID was both logical and unsustainable.
How the “Ozempic era” forced brands to get lean—and why that was necessary for survival.
The financial mechanics that quietly cap growth when brands self-fund.
How product-led growth, compelling stories, and supplier financing separate the winners.
Why natural selection in e-commerce has created a stronger species of brands ready for what’s next.

If you want a clear picture of how we got here—and why the brands that remain are better positioned than ever—this keynote is essential listening.

Show Notes:

Ready to stop gambling on unreliable contractors?

Check out AllStars and Book Your Strategy Call:

https://www.hireallstars.com/contact

Explore the Prophit System:

https://www.prophitsystem.com

The Ecommerce Playbook mailbag is open — email us at podcast@commonthreadco.com to ask us any questions you might have about the world of eCom.

Uncapped #28 | Roelof Botha from Sequoia

Uncapped with Jack Altman

Outro

The AI-powered Podcast Player