Member Brief: The DTX Company

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The DTX Company is emblematic of the era of 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. Each week, a new direct-to-consumer brand launches to a calculated fanfare.

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Member Brief: The Lululemon Dossier

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Fast forward. The Lululemon direct to consumer (DTC) business is on the upswing. Bloomberg reports a 47% increase in the brand’s sales after a revamped Oracle site and improved customer acquisition strategies. Shares rose 14% in after hours trading yesterday, with the Vancouver brand’s stock inching toward its trading highs. According to analysts, the stock’s value reflects an investor confidence in the brand’s plans to address: (1) international expansion (2) eCommerce revenue growth (3) and continued traction with male consumers.

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Member Brief No. 15: The Subscription Economy

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Subscription models are replacing legacy commerce models throughout the industry — from eCommerce to digital media to fashion retail and grocery — the benefits to this model have been welcomed by both businesses and consumers. Business has evolved into the subscription economy and adoption is only going to increase. One of the foremost issues in this new economy will not be acquisition (CPA), it will be retention (LTV).

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