DTC Isn't All It's Cracked Up To Be | Simeon Siegel
RETHINK RETAIL
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Warby Parker vs Nike
i like to remind myself, because i do have four borbies on my desk, that we live in certain bubbles. We live in certain insulated categories. Tams and audience sizes are very specific to specific companies. And at the end of the day, what we know is that evenues are a measure of customer buying. Gross margin is a measure of external brand perception. The revenue that a company puts out is the best indication of where they are right now. Doesn't mean they can't grow, but to your point, tracking where they've been historically is helpful. I am exactly watching the process as both user and asn I think it's very importantn to use
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