
Limited Supply
So many DTC brands think nice PR is more important than honesty. But that’s not us.I'm Nik, and I'm tired of all the hot air in our industry. This podcast is the behind-the-scenes conversation that gets to the heart of what DTC is really like.Nik Sharma founded Sharma Brands - and has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else.We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.
Latest episodes

9 snips
Dec 21, 2022 • 55min
S2 E11: How The Big 4 Are Performing / Kevin O’Leary’s Blame Game / Twitter’s Tensions
How much did Mr Wonderful really make from SFX? Moiz has some thoughts, plus a deep dive into how social media platforms are performing.Join Nik and Moiz for unfiltered conversation, hot takes and expert analysis of all the big eCommerce news stories, plus reactions to Twitter comments, and the tensions around Elon Musk’s Town Square vision.Growing your business is hard, but Triple Whale is all about scaling your Shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

11 snips
Dec 14, 2022 • 48min
S2 E10: Why Everyone's Using Open AI / How Not To Do Diligence / Nik’s Pitching Tactics
Why every DTC brand across the globe will use open AI, plus what Theramos taught us about diligence (and how not to do it).Join Nik and Moiz as they get into what to look for in an investor pitch deck, why you should never ignore the obvious, and the surprising benefits of open AI.Growing your business is hard, but Triple Whale is all about scaling your Shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

7 snips
Dec 7, 2022 • 42min
S2 E9: Why Everyone Prefers Predictability / That Last Knockout Punch / How Gift Cards Keep Giving
Black Friday has been and gone leaving a trail of bankruptcies in its wake. Find out who and how in this no-holds barred DTC conversation.Nik and Moiz get into the Affiliate World Conference in Thailand, which brands are taking that last knockout punch, and why you should think gift cards as a smart answer to a slow January.Growing your business is hard, but Triple Whale is all about scaling your Shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 Intro02:10 Affiliate World Conference08:21 A Flurry Of Bankruptcies08:40 That Last Knockout Punch12:24 When Ego Takes Over17:52 The Winc Business Model20:12 Everyone Prefers Predictability23:53 What Blew Moiz’ Mind25:52 Back To Black30:10 Why Gift Cards Keep Giving

23 snips
Nov 30, 2022 • 54min
S2 E8: The Surprisingly Good Black Friday Email / Why Send Times Are Overlooked / Why Facebook Is Still The Ads Giant
How did DTC brands perform over Black Friday? Dig into some great insight in this no BS analysis from two of the top operators in the industry.Nik and Moiz get into some surprisingly effective plain text email sends, why sending your offers at uniform times will get overlooked, and why Facebook still sets the bar when it comes to advertising, despite TikTok.Growing your business is hard, but Triple Whale is all about scaling your Shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 Intro03:57 What Would Moiz Do?05:45 The Surprising Black Friday Email Win08:56 Let’s Get Into The Stats13:40 Now We Can Play Mariah Carey17:29 SM Ad Spends In Numbers23:01 Why An Early Black Friday Works For DTC Business30:34 How Not To Harm Your Brand35:38 How To Think About Send Times48:16 How Facebook Thinks About Ads

10 snips
Nov 23, 2022 • 51min
S2 E7: Getting a Stripe Discount / How to Hire An Agency The Right Way / Membership Models
The question Moiz gets asked all the time? When. When to hire? When to scale? When to get an agency on board? He’s got all these answers and more.Join Nik and Moiz as they get into conversation about when to get a Stripe discount, how to get the right agency, the right way, and Harry’s membership subscription model.Growing your business is hard, but Triple Whale is all about scaling your Shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at:https://www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: https://www.twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 Intro02:57 When To Email Stripe05:15 Why Nik Vets Customers10:20 Do Your Due Diligence14:14 Don’t Settle For Bottom Level Talent14:38 The Right Way To Hire An Agency18:03 When To Hire In Customer Service22:25 The Power Of Influencer Marketing27:58 Harry’s Subscription Service32:21 The Worst Part About Subscriptions

20 snips
Nov 16, 2022 • 47min
S2 E6: Digging Into Allbirds / Subject Lines That Sell / The Best Kept Secret in E-Commerce
Has iOS killed accurate metrics? Nik and Moiz talk Apple, open rates and more in this unfiltered conversation on all things E-commerce.Join them as they dig into what exactly has happened at Allbirds, offer some inside hacks on creating killer subject lines, and reveal one of e-commerce’s best-kept secrets when it comes to capturing SMS numbers.Growing your business is hard, but Triple Whale is all about scaling your shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 Intro02:06 Digging Into Honest Company Revenue09:22 TV Ads12:22 Why Infomercials Are Great14:44 Testing Android Vs iOS Open Rates21:33 The Only Email Trick That Works24:45 Creating A Sense of Urgency27:41 How To Get More SMS Data35:32 The Best Cart Product41:09 Monthly Business Metrics

31 snips
Nov 9, 2022 • 51min
S2 E5: What Makes a Killer Landing Page / Twitter Q&A / Moiz’ Angry Brunch
Join Nik and Moiz for another no-holds barred conversation, getting into landing pages, Amazon Prime and more.The pair get the inside scoop on Amazon Prime, old school landing pages that tick all the boxes, and answer questions from their Twitter followers.Growing your business is hard, but Triple Whale is all about scaling your shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 Intro06:07 What Makes Moiz Angry09:48 Live Video For Your Shopofy Site14:16 Going After SMS WIth Clavio18:00 When Others Are Talking About You19:09 3 Types of Social Proof To Hit20:30 5 Questions To Optimize Your Landing Page27:59 Influencer Marketing28:52 The Right Way To Create Product Reviews41:26 Liquid Death

12 snips
Nov 2, 2022 • 1h 4min
S2 E4: Twitter R U OK? / Facebook Channeling 2015 Vibes / Hounding Down Route
This is a spicy one. Nik and Moiz go in hard on Route, drill down into Musk’s Twitter acquisition and get into Facebook’s latest figures.Join them for a no-holds-barred conversation on DTC business with zero BS, hot takes and searingly honest opinions.Growing your business is hard, but Triple Whale is all about scaling your shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:0:00 Intro01:08 The Twitter Musk Debate05:10 Twitter’s Winners and Losers10:13 Setting Fire To Your Own Fortune12:23 The Trump Prediction16:54 The Absolute Worst19:01 Exposed26:53 Yelp For Influencers30:09 What Goes Down, Must Go Down?33:11 How To Win The Game

10 snips
Oct 26, 2022 • 58min
S2 E3: The Easy Way to Make $500,000 A Year / Sniff Collab / Grove Collaborative Decimation
Nik and Moiz get into some of the hard truths facing DTC business, In this no BS, straight talking episode.You’ll hear hot takes on why pre-orders are way better than wait lists, the easiest way you’ll ever make half a million dollars, and how elections impact ad sales on social channels.Growing your business is hard, but Triple Whale is all about scaling your shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 Intro02:01 The 2 Hardest Things To Sell Online05:04 Zero Cost Collabs10:16 Know Your Why14:51 Payment Tokens17:03 How To Make $500K The Easy Way24:18 The Devil Of ECommerce30:42 UTMs and Understanding Your Audience34:58 Facebook And The Election42:19 The Zapier Question

10 snips
Oct 19, 2022 • 55min
S2 E2: What Keith Rabois Looks For In Founders
When you think of big brand investing, you think of Keith Rabois. He gives Nik and Moiz the inside scoop on his investing thesis.Keith Rabois is General Partner at Founders Fund and CEO at OpenStore, providing liquidity to Shopify merchants and integrating them into a decentralized department store.He gets into why he looks for quality and caliber when it comes to investing in founders, why extraordinary people lead to breakthroughs, and why the CEO is ultimately responsible for everything.Growing your business is hard, but Triple Whale is all about scaling your shopify store to the moon and doing it profitably. Use promo code supply15 to get 15% off when you sign up for Triple Whale at www.triplewhale.comCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Keith: LinkedIn: linkedin.com/in/keithFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliTimestamps:00:00 intro05:52 Just Enough Risk06:41 Keith Raboi’s Investment Thesis11:50 10 X Breakthroughs Start With Great People17:56 The CEO Role Broken Down22:20 Those Middle Of The Night Epiphanies30:41 Longtail Influencers33:54 Lessons Learned42:27 Always Looking For 10X Growth51:08 The Quick Fire Round