An analysis of direct-to-consumer startups and why they are currently struggling.

A few years ago, DTC companies like Allbirds, Casper and Warby Parker had investors scrambling to work with them. Now, in 2024, all of these companies are struggling. Enjoy this video where we analyze the factors that led to this situation.


Chapters:

00:00 - DTC Companies are struggling
01:39 - The DTC business model
03:48 - DTC startups treated as tech companies
05:39 - Bad product fit
07:40 - Low entry barriers invite competition
09:15 - Rising ad costs
11:02 - Conclusion