Category Archives: New projects

Replenishment Needs Discipline

@Diaspora Co. has a useful commercial question inside specialty food and pantry. Mission-led pantry demand can build loyalty while still requiring disciplined cohort…
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Your Funnel Is Not a Funnel

@Mack Weldon built replenishment into mens essentials. Smart. But the funnel from first purchase to repeat is where most DTC brands lose the…
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Second Orders Tell The Truth

@Fishwife has a useful commercial question inside specialty food. High-intent food discovery can grow fast while needing clean second-order and retail-to-dtc signal tracking.…
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Sustainability vs. Profitability

@Allbirds your stock took another hit last week. The market's punishing your unit economics. I know the story. You're bleeding margin on every…
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