Nik and Moiz break down the latest findings in the “Business of Fashion” article detailing several brands looking to make their exit in 2024. How do the valuations of brands like Dagne Dover and True Classic line up? Are they overshot or in line with the powerful branding these companies have taken advantage of?
Then the guys get into the nitty gritty details of Rare Beauty’s latest string of announcements, including a new product line launch and the release of their content-based relaxation videos, the Comfort Club. Is this a genius move or the bloated move of a company that’s feeling themselves a little bit *too* much?
And later the guys dissect whether or not clothing rental companies are dead, chat about the latest surge in Facebook Ad prices, and explain the latest email changes happening with Gmail and Yahoo, including what one-click unsubscribe might mean for your business.
00:00:00 - Snowstorm Hits New York City
00:00:20 - How to Bypass Paywalls for Fashion Articles
00:01:33 - Dagney Dover: Slow and Sustainable Brand Building
00:04:10 - Questioning the Valuation of Dagney Dover
00:08:00 - Should True Classic Go Public?
00:11:30 - Rent the Runway and Stitch Fix: The Rise of Clothing Rental Companies
00:18:31 - Selena Gomez's Rare Beauty Thrives
00:29:33 - Email Changes Coming in 2024
00:37:07 - The Need for Real-Time Facebook Ads Data
Read the Business of Fashion Article here.
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