#280 - This Week In Consumer & Commerce: China, Vertical Integration, Supreme, Lalo, & more.

June 23, 2023
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Guest Name:
Ramon Berrios, Blaine Bolus
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Guest Bio
On this episode of DTC POD, Blaine and Ramon discuss the latest trends in commerce, including issues with leakage, coupon codes, and overpaying on affiliate commissions. They also talk about the success of DTC brands and how consumers prioritize products. The conversation also touches on the challenges of product manufacturing stages in China and the bankruptcy of Instant Brands. Finally, the discussion turns to fashion and streetwear brands like Supreme and Fear of God, and the difficulties of staying relevant in a constantly evolving market.

Episode Summary

Blaine & Ramon break the latest news and analysis in the consumer & commerce space.

Episode Notes

Episode brought to you by Trend & Finaloop.

On this episode of DTC POD, Blaine and Ramon discuss the latest trends in commerce, including issues with leakage, coupon codes, and overpaying on affiliate commissions. They also talk about the success of DTC brands and how consumers prioritize products. The conversation also touches on the challenges of product manufacturing stages in China and the bankruptcy of Instant Brands. Finally, the discussion turns to fashion and streetwear brands like Supreme and Fear of God, and the difficulties of staying relevant in a constantly evolving market.


We cover:

1. Affiliate marketing and leakage tracking

2. Mom and baby-related products

3. Consumer culture and health trends

4. DTC brands vs vertically integrated sellers

5. China's impact on US consumer market

6. Fashion industry and brand relevance

7. Streetwear and cultural relevance


[00:02:36] China's marketing and customer acquisition strategy

[00:04:20] Value reigns supreme in America

[00:09:13] Shein's vertical integration

[00:13:44] Supreme / VF corp

[00:15:48] Fashion trends swing with culture pendulum.

[00:19:37] Instant Brands bankruptcy due to excessive inventory

[00:25:24] Consumer culture creates and solves problems

[00:26:36] Tracking affiliate links and strategy

[00:31:33] Baby & Parenting Niche

[00:33:18] Lalo & Fundraising News

[00:37:05] Specific content targeting for customer segments


Shownotes powered by Castmagic


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Episode brought to you by Finaloop, the real-time accounting service trusted by hundreds of DTC Brands. Try Finaloop free - no credit card required. Visit finaloop.com/dtcpod and get 14 days free and a 2-month P&L within 24 hours.

Past guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.

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• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content

• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views

• #219 JT Barnett: The TikTok Masterclass For Brands

• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook

• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands

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Ramon Berrios - CEO of Trend.io
Blaine Bolus - Co-Founder of Seated

Episode Transcript & Castmagic Chat

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Ramon Berrios
Founder and CEO at Trend
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Ramon has Co-Founded Trend. It is a curated marketplace of creators and brands. We help brands source high quality custom content. We love working with new, innovative companies that are changing the game.

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Blaine
Co-Founded Seated,COO at Omnipanel
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Blaine Bolus is the Co-Founder of OmniPanel, the first software platform connecting CX & Internal teams.OmniPanel, backed by top Silicon Valley VCs, is building software infrastructure that powers cross-functional work, in an industry projected to be a $641 Billion Market in 2022.