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

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

FromLimited Supply


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

FromLimited Supply

ratings:
Length:
45 minutes
Released:
Jan 24, 2024
Format:
Podcast episode

Description

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
 
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Released:
Jan 24, 2024
Format:
Podcast episode

Titles in the series (82)

So many DTC brands think nice PR is more important than honesty. But that’s not us. We're Nik & Moiz, and we're 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 Moiz Ali’s company Native was acquired by P&G for $100M. We have no reason not to call people out, and share our spicy takes. This is the conversation you won’t hear anywhere else, with two of the most experienced names in the industry. We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. First episode drops soon with new episodes every Wednesday after that. Make sure to subscribe wherever you get your podcasts.