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

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.