

Limited Supply
Nik Sharma
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.
Episodes
Mentioned books

10 snips
Apr 26, 2023 • 1h 5min
S4 E2: Facebook Ads/Prime Energy Drink’s Brilliance/Honest Co.’s Insanity
On this week’s pod, the guys are shitting themselves over the stupidity of terrible e-commerce design. And they’re stark raving mad over the fact that Jessica Alba won’t send them the right amount of diapers to clean up the mess they’ve made. Nick and Moiz also chat about everything Facebook cost caps (and why Facebook refuses to spend your budget), the ex-con who’s making a killing off of importing Prime energy drinks to the UK, and the beating the Honest Co. stock is taking. Plus, what do Logan Paul, Priyanka Chopra’s hair care line, and Jessica Alba all have in common? Apparently, they’re peddling products with user design bad enough to make Steve Jobs rise up in anger out of his grave. 0:00 Intro2:00 Facebook Ads26:20 Cost Caps vs. Bid Caps30:42 Prime Energy 37:26 Launching a Hair Care Brand42:41 Is Honest Co. Shitting the Bed? This episode was brought to you by Tapcart: Mobile Apps for Shopify. If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limited Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ Follow Nik:Twitter: twitter.com/mrsharma Follow Moiz:Twitter: twitter.com/moizali

22 snips
Apr 19, 2023 • 1h 4min
S4 E1: Rare Beauty’s Brilliance/Aesop is for the Rich/Improving the Checkout Process
Look. If Nik and Moiz get the chance to mention Ryan Reynolds, they’re gonna do it. Can you blame them? What’s the secret sauce to celebrity brand success? Turns out Selena Gomez knows—, and it has a thing or two to do with content, direct involvement, and authenticity. Plus, what happens when a celebrity sells their brand *cough* Mr. Reynolds *cough*? Then, the boys break down the reasons why luxury beauty brand, Aesop, is crushing it and why typing in a credit expiration date is officially better than scrolling for one. 0:00 What We’ve Been Up To3:17 Creator Brands8:05 The Beauty of “Rare Beauty”15:46 Why Just Having a Celebrity Brand Isn’t Enough22:26 What Happens When a Celebrity Sells Their Brand?28:50 The Case for Mr. Beast and Why Celebrity Brands Work32:17 Why Aesop is Crushing It49:46 Stripe Annual Letter1:06:52 Contact Us This episode was brought to you by Tapcart: Mobile Apps for Shopify. If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limited Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ Follow Nik:Twitter: twitter.com/mrsharma Follow Moiz:Twitter: twitter.com/moizali

8 snips
Apr 5, 2023 • 53min
S3 E12: Stripe’s Falling Valuation / The Allbirds Pivot / The World’s Most Accessible Superhero
Stripe goes under the microscope, Allbirds stores are discussed and Ryan Reynolds’ smart business model gets a mention in this week’s episode.Nik and Moiz take a close look at Stripe’s latest valuation, why Moiz bought a $2,500 cell phone service, and Blank Street’s $20 million raise.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

27 snips
Mar 29, 2023 • 1h 9min
S3 E11: How The President Of True Classic Is Disrupting DTC
How do you level up your brand performance every single day? Ben Yahalom is the DTC strategist helping True Classic dominate apparel.Nik and Moiz get into conversation with Ben on why incremental improvements will help you crush in business, how to find creative breakthroughs, and how to think about advertising spend.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliFollow Ben:LinkedIn: www.linkedin.com/in/benyahalom/

Mar 22, 2023 • 1h 6min
S3 E10: Grow LA / Deodorant For Your Knees / Licensing Family Guy For $10 million
How do you get a sitdown with JK Rowling’s people? Moiz’ brother Suleman Ali joins this week’s episode to discuss mobile game creation and why he hates his former co-founder.Nik and Moiz also get into Kuori deodorant’s sales on Shark Tank VS the Today Show, nuggets from Grow LA and Mini Katana’s video content model.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizaliFollow Suleman:LinkedIn: linkedin.com/in/sulemanali/Timestamps: 00:00 Intro02:21 The Best Consumer Brand09:33 Introducing Suleman16:05 A Second Business And A Crazy CoFounder20:54 Meeting JK Rowling24:38 Grow LA28:54 The Facebook/Google Ads Ratio33:06 One Day Click, One Day View35:24 Guess The Brand01:08 Why You Should (Or Shouldn’t) Be On Amazon

Mar 15, 2023 • 51min
S3 E9: SVB - Asking The Questions No-One’s Talking About
What happens to your debt when you’re a DTC brand and your bank collapses? Nik and Moiz offer their unique analysis of the Silicon Valley Bank turmoil.They also dig into what went down at SXSW, and discuss alleged insider trading at a major pharmaceutical company.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

10 snips
Mar 8, 2023 • 48min
S3 E8: Meet Jugnoo / How To Rewarm Email Lists / The Inside Track on LTV
Is eCommerce fundraising dead? Nik and Moiz get into who’s raising money and the names to watch.They also discuss Warby Parker’s earning report, who the real future winners in eCommerce are going to be, and how to warm up those email lists.You’ll also hear about Jugnoo, the mobility as a service platform and Klaviyo’s new feature.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

16 snips
Mar 1, 2023 • 59min
S3 E7: Why Facebook Moderation Is Grinding Gears / Starbucks Insane Money Making App / Three New Shopify Features
Want to look amateur? Leave your Facebook ad comments unmonitored.This week Nik and Moiz dig into why Facebook moderation is making this the hardest task on the planet, how Starbucks is leveraging its loyalty programme like an unsecured loan, and what’s going on over at Shopify.Plus you’ll hear why Moiz take a look at Facebook earnings and how much you’re worth to the company.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

Feb 22, 2023 • 1h 3min
S3 E6: Meet The Founder Who Built Her Manufacturing Business On Spite
This is a special one. Nik and Moiz are joined by their good friend, Mary Berry, CEO and Founder of The Cosmos Labs.Mary was in on the ground floor of manufacturing Moiz’ deodorant brand and has a natural gift for choosing products that are going to fly. She’s also an avid collector of Chanel handbags.Nik and Moiz get into conversation with Mary about why building the right working culture is essential for employee loyalty, how to successfully audit materials and reduce waste, plus why clients who know exactly what they need are her favorites.You’ll also hear why facial care manufacturing provides the best margins and why knowing the price of glycerin is way more important than knowing how much milk costs.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali

16 snips
Feb 15, 2023 • 50min
S3 E5: How Adgile Is Using Free App Data For Retargeting / Where To Buy An Audience / Why You Need To Pick A Channel And Go All In
Dependency on one channel is a DTC company’s greatest strength…and greatest weakness.Find out how Nik and Moiz are thinking about organic growth and buying in audiences.Fresh from The Whalies, Nik and Moiz dive into conversation about growing DTC businesses from five to six figures, how Agile is leveraging in-App data to retarget customers, and how to set up a responsive feedback loop for customers.Plus, you’ll hear a super practical customer retention tip from Nik, that you’ll be able to put into practice right away.This episode was brought to you by Tapcart: Mobile Apps for Shopify.If you are looking to improve your store’s mobile revenue performance, then check out Tapcart and get your first 2 months free at https://tapcart.com/limitedCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJFollow Nik:Twitter: twitter.com/mrsharmaFollow Moiz:Twitter: twitter.com/moizali


