The DTC Landscape: Challenges and Opportunities

This chapter examines the recent challenges faced by direct-to-consumer companies, particularly spotlighting Peloton's new stock offering amidst ongoing legal battles. It discusses the struggles of other brands like Casper Sleep and emphasizes the importance of financial sustainability in a shifting consumer market. The conversation also compares the business models of Warby Parker and Allbirds, analyzing key metrics that contribute to their success.