S7 E2: The 2024 Shakedown: Bankruptcies, Bots, and Failed Brand Roll-Ups (Oh My!)

17 snips

Jan 10, 2024

The podcast discusses December bankruptcies, failed roll-ups, and ad-spend-eating robots. They also cover the difference in thinking between first-time and second-time founders, recent brand acquisitions, and accidental brand ethos killings. The hosts share predictions for 2024, including selling Shopify stock and Amazon going postal. They also discuss the price of SaaS and the impact of sales tax on e-commerce businesses.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Marketing Strategies and Branding

02:11 • 10min

Offering Cheaper Versions of Products

12:15 • 9min

Using Revenge as a Motivation for Success

21:20 • 3min

Financial Struggles and Acquisition Strategies

24:46 • 17min

Predictions for 2024 and the Issue of Bot Traffic

41:30 • 3min

Speculation on Amazon's Future Moves and Chinese Electric Vehicles vs Tesla

44:54 • 3min

Bankruptcies, failed roll-ups, and ad-spend-eating robots—sounds like the only proper way to kick off the New Year, yeah?

Nik and Moiz are back, and they’re breaking down everything you might have missed during the holiday vacay, including the string of December bankruptcies that left several brands ringing in the new year with dashed dreams and bottles of champagne to kill the pain.

Then, later they discuss the difference in thinking between first-time and second-time founders, the acquisition of several brands by Fraser’s Group and THG, and what happens when a corporation accidentally kills off its entire brand ethos (we’re looking at you, VF Corp).

And it wouldn’t be the new year without two men behind a microphone dispatching their best predictions for 2024, now would it? The guys discuss why you might want to consider selling that Shopify stock you’ve been investing in (it’s been nice knowing you, buddy), why Amazon is threatening to go postal, and why Moiz simply can’t refuse sassing off about the price of SaaS.

00:00:27 - December: The Month of Bankruptcies and Engagements

00:01:34 - Which Ad Platform is Most Effective for Newsletter Ads?

00:05:13 - Maximizing Ad Spend on Twitter

00:07:15 - Building a Brand for Success

00:14:38 - The Impact of Sales Tax on E-commerce Businesses

00:25:47 - Recent Acquisitions: Distressed Brands Bought

00:26:49 - Building Multiple $50 Million Brands

00:30:41 - Balancing Corporate Functions and Brand Ethos

00:32:50 - Who's Failing at Brand Roll-Ups?

00:33:50 - Facebook and Instagram Threaten Shopify

00:39:25 - The Future of SaaS Pricing in E-commerce

00:40:36 - The Battle Against Bot Traffic

Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.

Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ

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: https://www.twitter.com/mrsharma

Follow Moiz:

Twitter: https://www.twitter.com/moizali

Outperform the competition and improve your contribution margin profile.

See exactly how much Tandym can impact your contribution margin by going to bytandym.com/limited.