E030: Amazon & Meta Join, Authentic Brands Group Welcome Shein, Ridge Launch Travel, Q4 Pulse Check.
25 listeners get 25% off the new Ridge travel range. First come first serve 25 only. Use code: operatorspod 02:12 Apple EU regulation of its App store, Meta resisted compliance, leading to data flow...
15 Nov 20231h 1min
E029: DSC Acquisition, ERP, Strategy, BFCM Tips. Plus Operators Are Joined by Sharoon CEO of Fulfil.
[00:02:32] Non-disclosure of data indicates intentional misdirection. [00:03:17] Shopify dominating the e-commerce industry confidently. [00:09:51] Unilever holds minority stake of Dollar Shave Club, ...
8 Nov 20231h
E028: Future of Chinese Manufacturing, Hello Bello Breakdown, Celebrities as Partners, Luxury Brands
[00:02:48] China: diversifying manufacturing class. [00:03:47] China diversifying manufacturing location. [00:08:52] HexClad considering steel requirement, exploring other manufacturing countries like...
1 Nov 202356min
E027: Building Houses, Price Sensitivity, Amazing Tech, Growth Teams, Strategic Planning & More
[00:06:00] House building [00:08:52] Price insensitive Canadians eagerly buy everything; friends seek bargains. [00:10:05] Consumerism's paradox: price insensitivity and the deal. Relative happiness a...
25 Okt 202357min
E026: Consumer Takeovers, AI VS VC, Zuck's Digital & Physical Infusion, Q4, Alo IPO & More
[00:02:20] Impending influx of consumer company takeovers. [00:05:42] VC, SAAS: Destroyed by AI. [00:11:35] Zuck: merging of physical and digital worlds. [00:13:29] Chefs are like rock stars. [00:18:...
18 Okt 202340min
E025: Q3 Results, Global Growth, Scaling 1-10, Consumer Landscape Speculation, Interest Rates & More
[00:04:00] Q3 recap. [00:15:45] HexClad expected to dominate Q4. [00:26:51] 1-10M business growth. [00:29:51] Scaling requires process, system, team, organization. [00:38:24] Panzerism. [00:47:07] Con...
11 Okt 20231h 17min
E024: Aggregator Models Thrasio, Diversification, Ecom Acquisitions, Brand Value Longevity & More
[00:03:09] Discussion on Thrasio and holdco model. [00:03:42] Thrasio's business model: acquisition, consolidation, profit. [00:07:36] Flawed aggregator investment thesis; only public markets. [00:13:...
4 Okt 202352min
E023: Cashback Tactics, Growing Categories, Taking on Incumbents, 2024 Ecom Headwinds & More
00:02:58 Amex loyalty, payment issues, scaling challenges summarized. 00:07:50 Scaling business, focus on enterprise value. 00:13:18 Recommended credit cards. 00:18:36 Consumer brand focuses on lifest...
26 Sep 20231h 1min
