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E012: Twitter vs Threads, Prime Day Deal/No Deal, Definitive COGS, Margins, Profit Per Day & More

OPERATORS

CHAPTER

The Value of Price Integrity in D2C

Hex: D2C is just not there for every business. It's like, if you've got a 5MER, that's 20%. That's less than the take rate of Walmart and all those guys. But I'm not out of 5XMER. Mike wants to- Yeah, that does look nice. Sean: The thing that both of you have been successful in doing is that you have created a monopoly because of brand. And it's incredibly valuable.

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