In this podcast, the hosts discuss the potential impact of iOS 14.5 on e-commerce and the challenges it poses. They also delve into the rise and fall of Allbirds, explore the struggles and successes of apparel brands, and debate the longevity of brands in the fashion industry. The speakers discuss their approach to investing in businesses and tease upcoming episodes.
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Quick takeaways
Brands face challenges in successfully launching secondary products and maintaining their brand identity.
Managing and effectively combining multiple brands under one umbrella can be a significant challenge for fashion houses.
Deep dives
All Birds faces challenges in expanding product line
All Birds, known for its wool shoes, has faced difficulties in launching new products and expanding beyond footwear. The brand's venture into wool leggings was met with criticism as they were found to be see-through. This highlights the difficulty for brands in successfully launching secondary products and maintaining their brand identity. All Birds' struggles also reveal the challenges faced by founders in scaling their businesses and navigating the transition from a young startup to a larger company.
Sporty and Rich's success and potential longevity
Sporty and Rich, a brand founded by Emily Oberg, has experienced significant success, with a projected revenue of $28-32 million. The brand has a strong following and has managed to build a real brand with a loyal customer base. However, the longevity of brands like Sporty and Rich in the fashion industry remains uncertain. While some brands, like Juicy Couture, continue to be traded and maintain a presence over an extended period, the ability to stand the test of time for apparel brands is rare. Only a few brands have managed to successfully cross categories and remain relevant over the long term.
Tapestry's acquisition of Capri and the challenges of brand integration
Tapestry's acquisition of Capri, which owns brands like Michael Kors, Versace, and Jimmy Choo, for $8.5 billion has raised questions about the integration of fashion houses. While there may be some synergies and cost savings, the challenge lies in managing and effectively combining multiple brands under one umbrella. History has shown that it can be difficult for fashion houses to maintain the same level of success across all their brands, and finding the right balance between individual brand identities and collective growth can be a significant challenge.
The ongoing success and potential acquisition of Juicy Couture
Juicy Couture, despite its mediocre products, continues to be traded and sought after, with the potential for it to be acquired repeatedly in the future. This can be attributed to its consistent brick-and-mortar sales, acting as an annuity for potential acquirers. Additionally, the belief that the brand can be revived and its identity can be leveraged further contributes to its appeal. Brands like Juicy Couture possess a certain aura that entices buyers, even if the products themselves may not be exceptional. However, the ability for brands to maintain their allure and desirability over time remains a challenge.
Does iOS 7’s new privacy and tracking protections spell disaster for SMS, affiliate link, and email tracking measures? Or is this not as big of a deal as it initially seems?
Moiz and Nik are dissecting the latest in D2C news, including how Amazon is pushing to reduce the number of boxes by creating their own packaging… because we all know that Amazon cares deeply about the environment, right?
Then, what happened to Allbirds? And how do one-hit-wonder brands break free from the constraints of their staple products and successfully launch new offerings without going for broke? Plus, the boys tackle fashion's latest major acquisition of brands like Michael Kors, Jimmy Choo, and Versace.
Tatari has turned TV advertising into a digital-like experience: measured, real-time, and the ability to manage campaigns based on performance.
Through a combination of technology, data science, and deep relationships with publishers, Tatari has developed the industry's leading measurement and buying platform specifically built for TV advertising— giving marketers a competitive edge and a clear way forward. https://www.tatari.tv/brands
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.
Follow Nik:
Twitter: twitter.com/mrsharma
Follow Moiz:
Twitter: twitter.com/moizali
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