Member Brief: The DTX Company

The DTX Company is emblematic of the era that we’re in. A new fund – led by former Oath CEO Tim Armstrong – has launched to influence an evolving direct to consumer retail ecosystem. In this report, we take a look at what DTX is hoping to achieve and we suggest an adjusted path forward. Things are changing quickly and DTX has an opportunity to position their fund for where DTC is going. A new cohort of direct-to-consumer brands launches to calculated fanfare, nearly every week. And with each of those additions, the landscape changes. In No. 297, The DTC Industrial Complex we discussed the state of the ecosystem:

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Member Brief: Sports Media and Vertical Integration

With news of BuzzFeed considering a merger with Group Nine Media, mergers and acquisitions are suddenly back in the limelight for digital publishers. But the industry that stands to help the most from the current consolidation trend is sports media. The year ahead stands to be one primed for M&A discussion, as three companies have committed to exorbitant spending to capture customer attention: ESPN+, DAZN, and The Athletic. From Aryeh Bourkoff, CEO of LionTree in his year-end letter to investors:

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Member Brief: The Great Merch Race

Takeaway: Fanatics and UMG Bravado are on a collision course. The “great merch race” will be won by the agencies that value licensing agreements, trademarked products, and long-term partnerships. As “wearable intellectual property” continues to fuel online retail growth for artists, publishers, and everything-in-between, it will be the agencies that develop high-visibility / high sales rosters that will be acquired in the end.

This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and other tools to help you make high level decisions.

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