Financial Tariff War Room: Section 321, Beverage M&A, Soft Landing for Distressed Brands & More.
whatshot 29 snips
Apr 7, 2025
Dive into the world of tariffs and their ripple effects on supply chains and industry margins. Discover innovative pricing strategies to combat these challenges. The chat also highlights the complex terrain of mergers and acquisitions in the beverage sector, along with the risks and realities of crowdfunding. Delve into operational efficiency improvements and the role of consulting in navigating cost reductions. Lastly, explore the evolving landscape of e-commerce and the impact of interest rates on business models.
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insights INSIGHT
Turbulent Times Ahead
Combine rising COGS from tariffs with weakening consumer confidence.
This creates a challenging environment requiring careful financial management.
volunteer_activism ADVICE
Pricing Strategies and Metrics
Track gross profit per visitor when adjusting pricing strategies.
Also, monitor reorder rate and LTV, as price increases can impact these metrics.
question_answer ANECDOTE
Footwear Brand Tariff
In 2020, Mehtab's footwear brand faced 30% margin hit due to Trump's tariffs.
The founder increased prices, and surprisingly, it worked.
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00:00Understanding the New Tariffs03:20Impact on Supply Chains and Manufacturing04:55Gross Margins and Industry Insights08:35Section 321 and Its Implications10:15Pricing Strategies to Combat Tariffs18:12Revenue Levers and Business Strategies26:36Optimizing Packaging for Cost Savings28:35The Role of Consulting in Cost Efficiency29:35Understanding M&A in the Beverage Industry31:39Crowdfunding: Risks and Realities32:34Navigating Going Concern in Crowdfunding35:51Finding Soft Landings in Distressed Brands39:20The Impact of Public Markets on Private Deals41:00Sales Tax Automation and Its Benefits44:00Thrasio and the E-commerce Aggregator Model48:22Investment Insights and Responsibility49:49The Fallout of Misleading Investments51:38The Role of Greed in Investment Decisions52:32Challenges in E-commerce and Amazon's Profitability55:55The Impact of Interest Rates on Business Models57:56Operational Efficiency and ERP Solutions01:00:06The Future of Aggregators and Brand ValuationIn this conversation, Mehtab and Drew discuss the recent tariffs that have come into effect, their implications on supply chains, manufacturing, and gross margins across various industries. They delve into the methodology behind the tariffs, the impact of Section 321, and explore pricing strategies that businesses can adopt to combat the effects of these tariffs. The discussion also highlights the current state of consumer confidence and its influence on business operations, emphasizing the importance of understanding gross margins and revenue levers in navigating the economic landscape. In this conversation, Drew and Mehtab discuss various strategies for optimizing costs in e-commerce, particularly focusing on packaging and consulting. They delve into the complexities of mergers and acquisitions in the beverage industry, the pitfalls of crowdfunding, and the importance of maintaining relationships for potential buyouts. The discussion also touches on the impact of public market trends on private deals and the benefits of sales tax automation. Finally, they analyze the Thrasio model and its implications for the e-commerce aggregator landscape. In this conversation, Drew and Mehtab delve into the complexities of investment strategies, particularly in the e-commerce sector, focusing on the implications of misleading investments, the role of greed, and the challenges posed by rising interest rates. They discuss the operational inefficiencies in businesses and the future of aggregators in the market, emphasizing the need for responsible investment practices and the impact of external economic factors on profitability.Premier Partner:FondueCheck it out at https://www.getfondue.com/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators
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