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    Business

    Limited Supply

    So many DTC brands think nice PR is more important than honesty. But that’s not us.

    I’m Nik, and I’m 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 has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else.

    We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies.

    Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.

    Advertise

    Copyright: © Copyright 2023 Nik Sharma & Moiz Ali

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    S6 E4: Cyber Weekend’s Biggest Winners and Losers Nov 29, 2023
    Show notes

    Is the post-turkey haze making the details of your cyber weekend feel a little blurry? Wondering what sales you missed and what deals you might have blacked out on?

    Let the Black Friday/Cyber Monday hangover begin!

    But don’t worry because Nik and Moiz are here to break down all the dirty details about what went down this past weekend in case you can’t remember.

    Find out why this Black Friday/Cyber Monday marks the comeback of consumerism and why it was a HUGE win for DTC. The guys share the biggest lessons from Stripe’s $14.4 billion win and explain how Shopify absolutely nailed it this past weekend.

    Who were the big brand winners, and which companies should be ashamed of their lackluster performance? And that’s the one thing Moiz can’t believe brands aren’t doing on their websites? Tune in to find out!

    00:00:25 - Black Friday Winners: Shopify and Klaviyo

    00:02:07 - Stripe's Dashboard Tracks Black Friday Sales

    00:03:55 - Stripe Processes $14.4 Billion Transactions

    00:05:51 - Ingenious Black Friday Marketing Ideas

    00:11:19 - High AOV Brands Thrive on Facebook

    00:15:20 - Comparing Black Friday vs Regular Facebook Ads

    00:17:45 - Black Friday Shopping: Overwhelmed vs. Organized

    00:22:33 - Unsubscribing from Black Friday Emails

    00:23:45 - TikTok's Success Soars on Saturday

    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

    Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.


    S6 E3: The Best Hacks to Build Brand Awareness Nov 22, 2023
    Show notes

    We can’t all have Emily Ratajkowski repping our DTC brand (trust us—we’ve tried). So how do we get that same EmRata leverage if we don’t all have the celebrity pull to build brand awareness?

    Nik and Moiz break down various strategies for your DTC brand, including utilizing email swaps, considering third-party retailers, and refining your e-mail flows. Should you even bother with showrooms like Showfields or are they a legit scam?

    And later, they guys tackle the latest news in Google's pricing transparency initiative. It may be great news for consumers, but what does it mean for your DTC business? Plus, Nik shares his best insights into how brands can incorporate charitable initiatives into their business models.


    00:01:44 - Creating Products for Charitable Causes

    00:05:28 - App Donates Money from Receipts

    00:12:15 - The Power of Network Effects in Shopify Apps

    00:15:42 - The Intersection of Retail and Media at Showfields

    00:29:10 - Google's Pricing Transparency Initiative Impact

    00:34:44 - The Impact of Black Friday on Shopping Habits

    00:35:53 - Generating Brand Awareness for Small Brands

    00:37:45 - Easy Ways to Boost Brand Visibility

    00:44:38 - Utilizing Third-Party Retailers for Marketing Success

    00:48:37 - The Importance of a Welcome Flow in E-commerce

    00:53:20 - The Power of Organic Marketing

    00:55:32 - Top Black Friday Deals and Earnings


    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


    Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.


    S6 E2: From Billions to Bankruptcy: How SmileDirectClub and Dollar Shave Club Fell From Grace Nov 15, 2023
    Show notes

    Lululemon, Mirror, Dollar Shave Club, SmileDirectClub, WeWork... In this day and age, it’s insane that businesses can literally disappear overnight. Except for maybe that last one… because honestly, we all saw that one coming.

    This week, Nik and Moiz are giving all the dirty details straight from the bankruptcy files of Dollar Shave Club and SmileDirectClub’s legal filings. They’re diving deep to break down the dismantling of these once-promising e-commerce brands, dissecting how SmileDirectClub went from a $9 billion evaluation into nearly $900 million worth of debt and detailing how the acquisition of Dollar Shave Club from Unilever fell apart.

    And later, they guys touch on other topics, including Alo Yoga's rumored fundraising efforts and the challenges faced by e-commerce brands in 2023.


    Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service. Head to open.store/limited for details.

    Shopify businesses with more than $500k in yearly net sales qualify.


    00:00:00 - New York's E-commerce and Marketing Updates

    00:02:15 - Smile Direct Club vs. Dollar Shave Club

    00:07:55 - Smile Direct's Bankruptcy and Debt Crisis

    00:23:15 - The Challenges of Spending Billions on Facebook Ads

    00:23:48 - Unilever's Regrettable Acquisition of Dollar Shave Club

    00:33:05 - Roan Buys Out Investors for Growth

    00:34:51 – Alo Yoga Seeks $10 Billion Valuation

    00:39:34 - 2024 Outlook for E-commerce Brands

    00:42:09 - Google Pricing Transparency and Charitable Business Ideas


    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


    S6 E1: The 8 Key Elements to Building a Winning DTC Team (Live from Marketingland) Nov 08, 2023
    Show notes

    Do you have the right formula for creating an elite-level e-commerce team?

    Mr. Sharma certainly thinks he does—and he’s spilling his top secrets to building a winning DTC team in this special live episode from Marketingland 2023.

    The guys also dive into the latest stats from October’s Amazon Prime Day, pontificating on when other brands will start to create e-commerce shopping days of their own. *Fingers crossed* we can expect Chewy’s “April Drool’s Day” or Walgreens’ “Drug Deal a Day” to drop any day now.

    Plus, what’s up with the recent string of Amazon aggregator failures? Are the growing struggles of rollup businesses in the e-commerce space a bad omen of things to come?

    And later, Nik and Moiz share their top tips for building an effective landing page before jumping into a live audience Q&A session.


    Take a year off from running your Shopify business and get paid monthly with OpenStore Drive. OpenStore’s experts handle everything, from marketing to logistics to customer service.

    Head to open.store/limited for details.

    Shopify businesses with more than $500k in yearly net sales qualify.


    00:00:00 - Polarizing Segment: Guess That Company

    00:03:37 - The Key to Success: Winning Teams

    00:07:14 - The Power of Creativity in Marketing

    00:12:31 - October Prime Day Sees Huge Growth in Sales

    00:16:03 - When Will Retail Giants Launch Their Own Shopping Day?

    00:18:47 - The Rise and Fall of Amazon Amazon Aggregators

    00:26:43 - The Three Purposes of Landing Pages

    00:32:04 - The Importance of Fast Delivery in E-commerce

    00:35:27 - Navigating Walmart as a Premium Brand

    00:38:31 - Affirm Tests Buy with Prime on Amazon and D2C Sites

    00:40:25 - Start with Website Innovation, Not Amazon

    00:42:46 - Join the Second Best Podcast

    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


    S5 E12: Smash Black Friday & Cyber Monday with These Quick and Dirty Tips Oct 25, 2023
    Show notes

    Battle stations ready?

    Prepare to be locked and loaded because this ep the guys are breaking down everything you need to know to plan for the biggest shopping event of the year.

    Nik and Moiz share their top strategies and tips for Black Friday and Cyber Monday—from email marketing to postcards and bundling, they’ve got you covered to help maximize your sales during the holiday rush.

    Plus, learn why engaging your existing customer base, activating influencers and affiliates, and leveraging social media platforms like TikTok can increase your sales and boost your ROI to new heights.

    You won’t wanna miss this jam-packed season finale!

    00:00:15 - Strategies for Black Friday

    00:12:13 - Maximizing Discounts on Black Friday

    00:14:25 - The Importance of Auto-Applying Free Gifts

    00:19:55 - Facebook Ad Spending Skyrockets Before Black Friday

    00:24:00 - Maximizing Black Friday Ads on Facebook

    00:26:53 - TikTok's Impact on E-commerce

    00:32:50 - Personalize Your Black Friday Marketing

    00:40:26 - How to Win Back Churned Customers in a Subscription Business

    00:48:04 - Optimal Email Frequency for Black Friday Marketing

    00:52:26 - Utilizing Affiliates for Black Friday

    Smart operators know that actively managing cash flow is a real unlock to increase profits.

    Highbeam is a banking platform built to help brands do just this. Learn how Highbeam automatically saves brands thousands of dollars through its high-yield accounts, lines of credit, and cash-back cards with a personalized savings estimate at highbeam.co/limitedsupply

    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


    S5 E11: Everything You Need to Know About Launching Your E-Commerce Business Oct 18, 2023
    Show notes

    Hold on to your butts. Cause this ep’s unleashing all of the best tips and tricks any founder launching their e-commerce brand must know.

    Nik and Moiz are sharing their insights about exactly what your tech stack should look like, why strong product messaging is the #1 thing your brand should focus on, and what the five essential components of launching any brand should include.

    And don’t think they’re skimping out shipping or teaching you how to choose the right 3PL company. If you’re doing it through a Google search or social media ads, STOP WHAT YOU’RE DOING RIGHT NOW. And tune in now because the guys are gonna talk you through exactly what to do next.

    Just remember to fill out the survey at the end of this podcast and leave us your shirt size.

    00:01:53 - The Five Pillars of Brand Launch Success

    00:03:36 - How to Build a High-Converting Website

    00:05:01 - Building a Strong Organic Social Presence

    00:10:42 - Avoid the Mistake of Custom Website Development

    00:14:34 - Launching a Brand: Order Tracking

    00:18:52 - Optimizing Your Site for Customer Acquisition

    00:20:52 - Designing Products with Shipping Costs in Mind

    00:26:36 - Negotiating Discounts and Payment Terms

    00:28:34 - Enhancing Customer Experience: Unboxing vs. Marketing

    00:35:46 - Optimizing Credit Cards and Finance

    00:37:25 - How to Start a Business with Minimal Investment

    00:38:47 - Choosing Between Wholesale and Direct-to-Consumer

    00:41:59 - How to Reach $5K a Day with Unique Selling Propositions

    Smart operators know that actively managing cash flow is a real unlock to increase profits.

    Highbeam is a banking platform built to help brands do just this. Learn how Highbeam automatically saves brands thousands of dollars through its high-yield accounts, lines of credit, and cash-back cards with a personalized savings estimate at highbeam.co/limitedsupply

    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: twitter.com/mrsharma

    Follow Moiz:

    Twitter: twitter.com/moizali


    S5 E10: News Break: How to Maximize Your Credit Card Rewards/Klaviyo IPOs Oct 11, 2023
    Show notes

    Why fight the system when you can actively exploit it?

    This week, Nik and Moiz are exploring the credit card rewards landscape and divulging their must-have cards and strategies for maximizing savings for your e-commerce brand. Should you go with cash back or points? Which card is the best for your biz?

    Then, the boys dissect the recent Klaviyo IPO and break down the company's valuation, revenue, and growth. Discover why Klaviyo's IPO is a big win for the e-commerce industry and learn about the key players and stakeholders in the company.

    Plus, why does the founder card always trump a hired gun? Tune in to find out!

    00:01:48 - Credit Card Rewards in E-commerce

    00:08:05 - The Tax Implications of Credit Card Cash Back

    00:14:30 - Maximizing Credit Card Rewards: Cash Back vs. Points

    00:17:58 - Klaviyo and Instacart: IPO Twins

    00:24:35 - Klaviyo's $213M Marketing Expenses in 2022

    00:30:33 - Klaviyo's Unique Segmentation Revolutionizes E-commerce

    00:38:53 - Analyzing Valuations of Shopify SaaS Businesses

    00:45:06 - Klaviyo to Go Private After Founder's Departure

    Smart operators know that actively managing cash flow is a real unlock to increase profits.

    Highbeam is a banking platform built to help brands do just this. Learn how Highbeam automatically saves brands thousands of dollars through its high-yield accounts, lines of credit, and cash-back cards with a personalized savings estimate at highbeam.co/limitedsupply

    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: twitter.com/mrsharma

    Follow Moiz:

    Twitter: twitter.com/moizali


    S5 E9: Listener Mailbag: High Ticket Items, Landing Page Metrics, & More Oct 04, 2023
    Show notes

    Why is it next to impossible to understand cannibalization? And we aren't talking about the fun kind. Don't worry—you're not the only one.

    Nik and Moiz are hitting up the Slack chat to answer a few of your burning DTC questions.

    First, Moiz takes a dive into the multiverse, explaining what he would have done differently with Native Deodorant had he launched in 2023.

    Then the guys explain how to manage paid media for higher ticket items—and what’s Leo Dicaprio got to do with it? Hint: All you have to do is sell me this pen.

    Plus, the guys reveal their playbook for scaling a brand into the millions and explain the four main things you absolutely must do to improve the metrics of your landing page.


    Smart operators know that actively managing cash flow is a real unlock to increase profits. Highbeam is a banking platform built to help brands do just this. Learn how Highbeam automatically saves brands thousands of dollars through its high-yield accounts, lines of credit, and cash-back cards with a personalized savings estimate at highbeam.co/limitedsupply



    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


    S5 E8 - TV’s Top Advertising Strategies Revealed, with Juhi Pikale (Fabletics) and Austin Santino (Tatari) Sep 27, 2023
    Show notes

    Television isn’t dead. Find out exactly how and why your brand should be utilizing television ads to boost your marketing strategy.

    Nik and Moiz chat with Juhi Pikale (VP of Performance Marketing at Fabletics) and Austin Santino (Client Development for Tatari) about the ins and outs of TV advertising, including the differences between various platforms, the pros and cons of using various targeting strategies, and which creative approach is best for different stages of development.

    Should you go broad or targeted? What’s the difference between linear and streaming? Which format should you test creative on first?

    Stay tuned as Juhi and Austin debunk some common myths about TV advertising and share their insights like how much you should really be spending on your ads.

    00:02:09 - When Does TV Testing Make Sense for Brands?

    00:11:43 - Will AI Win or Lose in the AI Arms Race

    00:13:08 - Fabletics: Broad or Targeted Marketing?

    00:18:57 - The Shocking Cost of TV Ads

    00:20:18 - Breaking the Myth of TV Advertising Costs

    00:25:12 - The Impact of Celebrity Content

    00:29:06 - Marketing Hill I Will Die On

    00:34:35 - The Rise of DTC Brand Integrations

    00:39:27 - The Cost of Streaming vs. Linear TV

    00:46:54 - Maximizing TV Campaign Success: Key Elements to Consider

    00:48:25 - Effective TV Advertising Strategies Revealed

    00:53:44 - Teaching Story to Your Team

    00:58:25 - Moonshots: Would You Eat Lab-Grown Meat?

    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

    Follow Juhi:

    LinkedIn: https://www.linkedin.com/in/juhi-p-91b35449/

    Follow Austin:

    LinkedIn: https://www.linkedin.com/in/austin-santino-26b114112/

    Tatari has turned TV advertising into a digital-like experience: measured, real-time, and the ability to manage campaigns based on performance.

    Through a combination of technology, data science, and deep relationships with publishers, Tatari has developed the industry's leading measurement and buying platform specifically built for TV advertising— giving marketers a competitive edge and a clear way forward. https://www.tatari.tv/brands


    S5 E7: Newsbreak: How to Get Blacklisted From Amazon, Death to Clean Eating, and the Bedding Business Beating Amazon Sep 20, 2023
    Show notes

    How did one of Amazon’s best-selling nutrition companies just get blacklisted from the site?

    Nik and Moiz discuss the real reason Bloom Nutrition just got the boot—and turns out, it’s not *quite* as bad as you think… which honestly might make this story crazier.

    Then, meet the #1 bestselling brand on Amazon you’ve probably never heard of. Why’s this bedding giant making Moiz have an existential crisis? And how can business owners live with the fear that they're not doing enough?

    Later, Nik and Moiz discuss what the buyout of Hostess to Smuckers means for the snacking industry.

    Are we finally done with kale chips and other healthy snacks that taste like shit? If the guys have a say in it, yes, yes we are.

    Tatari has turned TV advertising into a digital-like experience: measured, real-time, and the ability to manage campaigns based on performance.

    Through a combination of technology, data science, and deep relationships with publishers, Tatari has developed the industry's leading measurement and buying platform specifically built for TV advertising— giving marketers a competitive edge and a clear way forward. https://www.tatari.tv/brands


    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: twitter.com/mrsharma

    Follow Moiz:

    Twitter: twitter.com/moizali


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