DTC resources

I get asked often to share insightful resources to get a quick overview of the DTC landscape. Here’s a list of things I think would help anyone jumpstart their understanding of the space :

A comprehensive landscape by Justine and Olivia Moore

D2C 2.0: The Rise of Infrastructure

A great take on the emerging trend of small brands by Scott Belsky

Attack Of The Micro Brands

Really good 101 by Sari Azout

The Definitive Guide to Building Investable Consumer and Digital Lifestyle Brands

A list of startups across verticals by Teddy Citrin

The Direct-to-Consumer Landscape

A Venture Stories podcast episode on what yours truly is working on

The Future of Startup Funding with Andrew D'Souza and Ali Hamed - Venture Stories

A a16z podcast episode on how CPG industry is struggling

a16z Podcast: Who's Down with CPG, DTC? (And Micro-Brands Too?)

Predictions around DTC by Nicole Quinn

Reflections and Predictions

Future of Commerce thesis by Kirsten Green

Empowerment: Forerunner at Fund IV

A quantitative model by Alex Taussig

Introducing the Lightspeed standardized e-commerce model

Anything and everything by @web

No. 295: Asymmetrical Warfare

Great piece by David Perell that puts DTC in broader context

The Pivot to Owned Commerce

Excellent landscape by Fung Capital

Fung Capital USA | Tech Landscape

Takeaways from Shoptalk by Justine and Olivia Moore

The Future of Retail: Lessons Learned from Shoptalk 2019

A series by Maveron on how they pick consumer brands

Evaluating Consumer Brands pt. 1

A series of articles on recent research on DTC ads :

The Top 5 DTC Spenders - How These Brands Spend Their Ad Dollars

Ad Sales Tips: Selling to the Direct-to-Consumer (DTC) Market

Digital Native is Not Digital-Only When it Comes to DTC Brand Ad Spend