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Limited Supply

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13 snips
Jun 7, 2023 • 51min

S4 E8: Takeaways from Commerce Summit/Temu’s Dirty Secrets/Bullshit Awards

What’s got Nik so amped up about cutting company costs this week? That’s right— it’s that time of year again for the Commerce Summit, and Nik’s sharing his greatest takeaways from the annual convention, including why you should always outsource jobs without any upward mobility, why gross revenue is truly irrelevant, and how often you should be doing a company audit. Then, the guys are tackling some shit— including how Temu’s managing to sell such cheap shit using cutthroat shipping and manufacturing tactics and why awards like the Shook List and Susan G. Komen list are full of shit. Yeah, shots fired, Susan.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
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9 snips
May 31, 2023 • 57min

S4 E7: DTC Prescriptions/HBO’s Terrible Rebrand/Returning Stuff Should Be Harder

Shitty pro-life tip #1: Create more friction for your customer returns. Shitty pro-life tip #2: Sometimes, it takes doing a lot of illegal stuff accidentally, to find out what’s legal as a DTC brand. This week the boys are diving into the world of prescription regulation and DTC brands, why the HBO Max rebrand is dumb AF, and how Amazon’s starting to push in-store returns… As it turns out, too many returns aren’t so great for business— who woulda thunk?Plus, did Ulysses S. Grant love to fight because of all of the Molly he was on? Yeah, things take a weird turn in this ep…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
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12 snips
May 24, 2023 • 44min

S4 E6: Trump Has a Point/Fast Fashion/When to Use Influencers

Who’s got Nik ready to commit murder today? And what’s Trump got to do with it?First, the boys start off playing another round of “Guess This Business” with a publicly traded company out of Dallas that’s valued at over $130 million before Nik delves into what exactly is making his blood boil this week (hint: it’s someone who’s great at bloodsucking). Then, the guys discuss the fast fashion industry and whether or not sustainable fashion actually exists. Plus, stay tuned to hear Nik’s advice on the importance of providing social proof of your product and when exactly the best time to recruit influencers to promote your product is.  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/limited0:00 The Agenda/Guess This Business10:30 ADA Lawsuit13:10 AI Chatbots & Compliance 19:35 Shein & Chinese Fast Fashion25:58 Nik Plays Big Brother37:04 Shopify FulfillmentCheck out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ Follow Nik:Twitter: twitter.com/mrsharma Follow Moiz:Twitter: twitter.com/moizali
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6 snips
May 17, 2023 • 1h

S4 E5: Olipop Plays Succession/D2C Marijuana/The Mommy Blogger Formula

Make money with those mommies.This week, the boys are diving into the mommy blogger revolution and talking about the secret formula to D2C mommy blogger success, including how the implosion of their perfect life only makes their brand grow stronger.Plus, Nik and Moiz discuss the politics of selling D2C marijuana in New York and how Olipop just pulled a Kendall Roy by dropping a press release bomb. But first, can Nik crack Moiz’s mall riddle?  0:00 The Riddle of the Moiz9:26 Olipop30:16 Marijuana45:00 The Mommy Blogger Formula 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
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6 snips
May 10, 2023 • 60min

S4 E4: Walmart Sells Bonobos/Facebook Shops/Glossier’s New Site

Glossier’s new website might be a win for Shopify, but what’s going on with its terrible redesign?  This week, Nik and Moiz are breaking down what’s happening to the new Glossier site hosted by Shopify, what the implications of Facebook forcing businesses to conduct transactions through Facebook Shops means for retailers, and why the magic workout mirror on the wall, Tonal, fell off a revenue cliff.  Plus, is Leap Retail a worthy investment? And what exactly is Nik’s beef with Pinterest?  0:00 Olive Oil Drama8:02 Bonobos and Walmart17:32 Facebook’s Announcements28:39 Other Channels Worth Playing With34:26 Leap Retail39:26 Tonal 46:45 Glossier’s New Site53:31 Retailers are the Richest People 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
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7 snips
May 3, 2023 • 56min

S4 E3: Offshore Hiring/Attentive’s Hostage Situation/Klaviyo’s IPO

Who’s running an offshore recruiting scam on Nik? And how do you prevent from being duped? This week, the guys weigh the risks and benefits of offshore hiring and talk about the hard lessons they’ve learned when it comes to outsourcing work. Then, Nik and Moiz dive into the vitamin brand that’s trying to sell their business for $900 million, discuss the company holding its clients’ SMS lists hostage, and debate how Klaviyo IPOing will pan out.  Stay tuned for a lightning round, including the company vowing to clean that dirty retainer that’s been hiding underneath your bed for the last fifteen years. 0:00 Intro1:50 Offshoring Employees25:15 Sunday Naturals31:26 Attentive’s Hostage Situation40:19 Klaviyo Going Public52:15 Lightning Round 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 two months free at https://tapcart.com/limited Check out Nik’s DTC newsletter: https://bit.ly/3mOUJMJ Follow Nik:Twitter: twitter.com/mrsharma Follow Moiz:Twitter: twitter.com/moizali
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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
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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 
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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
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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/

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