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By Ben Cogan
I don’t think most people working in DTC understand how badly public DTC companies have performed in the stock market. It’s bad–really bad.
Almost no one has been spared. Here’s a rundown of the performance of some representative brands: MC denoted “Market Capitalization”
- Allbirds (Footwear). Down 96% from peak. Market cap: $176mm
- Blue Apron (F Read more
Hypothetically, if you could invest in any of the following three companies, which would you choose:
ABCorp, which is raising $10 million, and with that promises they’ll have a new version of their product in the market, a bigger sales staff, plenty of marketing, 5x growth to $2 million of revenues, a loss of $1 million, and be ready for the next round of $45 million in fundraising.
GHInc, which is raisin Read more
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