Capital Cyclists Big Brands, Barriers, and Bottlenecks: Lessons from the Drinks Industry
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Dec 10, 2024 Jamie Isenwater, a veteran analyst and founder of Socially Spirited, joins Django Davidson to discuss the seismic shifts in the consumer and luxury industry. They revisit the impact of internet distribution on legacy brands, emphasizing that many took their established 'moats' for granted. Jamie reveals how his venture leverages direct-to-consumer strategies and ambassador networks to disrupt traditional brand-building. The duo also explores the dynamics of mergers and acquisitions in the drinks sector and the challenges faced by both established and new brands.
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The Death of the Brand Thesis
- Internet distribution challenged the economics of established FMCG companies.
- Big brands took their competitive advantages for granted.
Barriers to Entry and Scale
- The consumer landscape has changed, impacting brands in various sectors.
- Barriers to entry and scaling still exist, favoring larger players.
Brand Longevity and Returns
- Big brands benefited from TV's rise but some became complacent.
- Their high returns are now being challenged.