
S2 E4: DTC vs Retail and Billion Dollar Biz Ideas
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How to Get to Profitability Later in SAS
Lulu lemon is just through direct consumer. And they're profitable. They have an extremely strong brand, very loyal audience and consumer publicly traded. I think that James Perce is sold in wholesale. But Lulu lemon, I don't believe it is. The scale is unmatched of those. Tams is huge. You have the biggest differences. When you acquire a customer and a consumer product, after the first purchase, they're worth significantly less to you in SAS are actually worth more and more to you over time. So I think there's just different fundamentals than play there versus in consumers. In fact, everything is more expensive. It's just the cost to acquire a customer, just
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