S7 E4: News Break: Rare Beauty’s Bloated Business Move, Dagne Dover’s Questionable Valuation and One-Click Unsubscribe

Nik and Moiz break down the latest findings in the “Business of Fashion” article detailing several brands looking to make their exit in 2024. How do the valuations of brands like Dagne Dover and True Classic line up? Are they overshot or in line with the powerful branding these companies have taken advantage of? Then the guys get into the nitty gritty details of Rare Beauty’s latest string of announcements, including a new product line launch and the release of their content-based relaxation videos, the Comfort Club. Is this a genius move or the bloated move of a company that’s feeling themselves a little bit *too* much? And later the guys dissect whether or not clothing rental companies are dead, chat about the latest surge in Facebook Ad prices, and explain the latest email changes happening with Gmail and Yahoo, including what one-click unsubscribe might mean for your business. 00:00:00 - Snowstorm Hits New York City 00:00:20 - How to Bypass Paywalls for Fashion Articles 00:01:33 - Dagney Dover: Slow and Sustainable Brand Building 00:04:10 - Questioning the Valuation of Dagney Dover 00:08:00 - Should True Classic Go Public? 00:11:30 - Rent the Runway and Stitch Fix: The Rise of Clothing Rental Companies 00:18:31 - Selena Gomez's Rare Beauty Thrives 00:29:33 - Email Changes Coming in 2024 00:37:07 - The Need for Real-Time Facebook Ads Data Read the Business of Fashion Article here. 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.