Limited Supply - podcast cover

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.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

S7 E7: Shopify is Becoming Obsolete—What It Means for Your DTC

A lot’s changed in the past 5 years, and we’re not just talking about the resurgence of those terrible bucket hats. America’s favorite EBITDADDY (and Nik) are back and talking about all the changes to things like Facebook creative targeting, affiliate marketing, and Shopify that you need to know about. Is it better to create one ad set with ten ads or one ad set with one ad? Will Shopify become obsolete thanks to TikTok shop? And is affiliate marketing dead? Nutrabolt and Bloom Nutrition are out...

Feb 14, 202435 min

S7 E6: The Inside Scoop on DTC Growth Plans in 2024

When should your DTC brand take the leap of faith into the world of mixed media? What does an effective growth plan look like in 2024? Nik & Moiz set out to answer the big questions. We're taking a deep dive into the role of TV, podcasts, and explore the key pieces you need to know to effectively utilize a mixed media strategy. From the challenges of learning how to measure TV ad success to harnessing the power of UGC to cut ad costs, to creating vanity landing pages and more, the guys get d...

Feb 07, 202443 min

S7 E5: The 2024 Presidential Campaign Site Showdown

This week, Nik and Moiz are digging into the showdown between the Trump and Biden campaigns' websites, and how they're currently stacking up against each other. Dive into the differences between the Trump and Biden campaigns' websites, with and how their landing page design and copy are critical to resonate with audience. The boys will also begin digging into Tatari's DTC Industry Report and breaking down some of their key takeaways, north star metrics, and the effectiveness of TV advertising an...

Jan 31, 202436 min

S7 E4: News Break: Rare Beauty’s Bloated Business Move, Dagne Dover’s Questionable Valuation and One-Click Unsubscribe

Nik and Moiz break down the latest findings in the “Business of Fashion” article detailing several brands looking to make their exit in 2024. How do the valuations of brands like Dagne Dover and True Classic line up? Are they overshot or in line with the powerful branding these companies have taken advantage of? Then the guys get into the nitty gritty details of Rare Beauty’s latest string of announcements, including a new product line launch and the release of their content-based relaxation vid...

Jan 24, 202445 min

S7 E3: BarkBox’s $25 Million Success Story, with Ro Co-Founder Rob Schutz

Nik and Moiz are joined by special guest Rob Schutz, who shares his fascinating career journey and insights into the early days of BarkBox. As the former VP of Growth, Rob discusses the challenges and successes of building the BarkBox brand, including how the company capitalized on early organic growth and leveraged the power of social media and influencers to rise to the top of the subscription box food chain. He also shares his experiences with other Barkbox ventures, such as BarkPost, BarkBud...

Jan 17, 202459 min

S7 E2: The 2024 Shakedown: Bankruptcies, Bots, and Failed Brand Roll-Ups (Oh My!)

Bankruptcies, failed roll-ups, and ad-spend-eating robots—sounds like the only proper way to kick off the New Year, yeah? Nik and Moiz are back, and they’re breaking down everything you might have missed during the holiday vacay, including the string of December bankruptcies that left several brands ringing in the new year with dashed dreams and bottles of champagne to kill the pain. Then, later they discuss the difference in thinking between first-time and second-time founders, the acquisition ...

Jan 10, 202448 min

S7 E1: Listener Mailbag: SaaS’s Biggest Rip-Offs, Serial Returners, and Marketing a Lifestyle Brand

You’ve got questions. They’ve got answers. Nik and Moiz are dipping into the Slack channel again to answer your biggest DTC questions. And they’re not holding anything back this go-round. Which SaaS platforms are, *pardon our French*, complete sh@#, and which ones are worth your time? The guys break down exactly what you should be looking for when considering a software service and which red flags should leave you running like the plague. Nik and Moiz aren't afraid to name names, so yeah… Our la...

Jan 03, 20241 hr 6 min

S6 E6: The Little Makeup Brand Who Could: How Jones Road Conquered DTC

What are the marketing ops like for one of DTC’s biggest beauty brands? Cody Plofker, CMO of Jones Road Beauty, drops by the pod to chat with Nik and Moiz about how the brand doubled its Black Friday sales this year. And *spoiler alert*, they used the EXACT same game plan they have for the past three years…. so what about this year’s sales made it so darn successful this time around? Forget discounts and high-pressure Cyber Weekend sales tactics because Cody reveals exactly how Jones Road levera...

Dec 13, 202353 min

S6 E5: True Classic’s Secret Black Friday Playbook Revealed

True Classic’s mastermind strategist is back, so get ready to take notes, because you simply can’t afford to miss a single word DTC’s biggest disrupter has to say. Ben Yahalom, President of True Classic Tees, joins Nik and Moiz to dissect the brand’s Black Friday and Cyber Monday performance. What was True Classic’s ad spend like? What channels did they see their biggest wins on? And what were the biggest challenges to planning their inventory? Ben gives an insider’s look into True Classic’s per...

Dec 06, 202346 min

S6 E4: Cyber Weekend’s Biggest Winners and Losers

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 bigg...

Nov 29, 202332 min

S6 E3: The Best Hacks to Build Brand Awareness

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 tr...

Nov 22, 202359 min

S6 E2: From Billions to Bankruptcy: How SmileDirectClub and Dollar Shave Club Fell From Grace

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...

Nov 15, 202346 min

S6 E1: The 8 Key Elements to Building a Winning DTC Team (Live from Marketingland)

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 a...

Nov 08, 202343 min

S5 E12: Smash Black Friday & Cyber Monday with These Quick and Dirty Tips

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...

Oct 25, 202357 min

S5 E11: Everything You Need to Know About Launching Your E-Commerce Business

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 ...

Oct 18, 202346 min

S5 E10: News Break: How to Maximize Your Credit Card Rewards/Klaviyo IPOs

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 ...

Oct 11, 202349 min

S5 E9: Listener Mailbag: High Ticket Items, Landing Page Metrics, & More

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 hav...

Oct 04, 202348 min

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

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 ...

Sep 27, 202355 min

S5 E7: Newsbreak: How to Get Blacklisted From Amazon, Death to Clean Eating, and the Bedding Business Beating Amazon

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 M...

Sep 20, 202359 min

S5 E6: Paid Social Strategies That Will Make or Break Your Business

If you paid for it, you should be making the most of it. So are you getting your money’s worth from your paid advertising? Don’t worry— Nik and Moiz are here to dissect the ins and outs of exactly what you should (and should not) be getting out of your paid social strategy. The guys break down the importance of setting up a proper Facebook funnel, explain why comment moderation is the crux hold of any paid social strategy, and unveil exactly how much you should be spending on creative. So, tune ...

Sep 13, 202354 min

S5 E5: 5 Secrets to Building a High-Converting Landing Page

How can you harness the power of has-beens for your brand? This week the guys are exploring the hidden world of infomercials—and explaining why they’re one of the most underutilized— and best— forms of validation for your brand. Nik and Moiz also unveil their best tips for creating a killer landing page, including the top five things you absolutely must do to ensure it converts. If you aren’t incorporating things like buy now, pay later options, price per unit, or fail-safe options, then you can...

Sep 06, 202350 min

S5 E4: Listener Mailbag: Nik and Moiz Answer Your Top DTC Questions

You have DTC questions, they have answers. Nik and Moiz are fielding all of your top listener questions from their Slack chat. Tune in to find out answers to all of your burning DTC questions. Do you need to worry about AI’s impact yet? What should your first hire be? What percentage of revenue should you target from upsells and cross-sells? And why is Moiz all in on Pinterest ads? Because seriously…. he might be the only person left on Pinterest at this point. Plus, what are the three tools you...

Aug 30, 202342 min

S5 E3: News Break: Whatever Happened to Allbirds/Fashion’s Biggest Empire/Amazon Streamlines Packaging

Does iOS 7’s new privacy and tracking protections spell disaster for SMS, affiliate link, and email tracking measures? Or is this not as big of a deal as it initially seems? Moiz and Nik are dissecting the latest in D2C news, including how Amazon is pushing to reduce the number of boxes by creating their own packaging… because we all know that Amazon cares deeply about the environment, right? Then, what happened to Allbirds? And how do one-hit-wonder brands break free from the constraints of the...

Aug 23, 202346 min

S5 E2: The Best Black Friday Strategies for Your DTC Brand

What kind of C-Suite morons divulge their entire Black Friday strategy to the world for free? Our two morons, that’s who. And that’s why we love them. Nik and Moiz are opening their entire Black Friday playbook, and it’s loaded with some of the most valuable advice they’ve ever dropped on the pod before. And honestly? We’re not sure how they’re gonna stay in business after this one. Don’t miss out on their top tip on bundling products like a pro, how to optimize your landing page for upsells, an...

Aug 16, 202352 min

S5 E1: Lessons in Logistics: Mastering Inventory Management and 3PL Relationships

The boys are back in town, and this season, they’re spicing things up a bit. This time around, Nik and Moiz are tackling all the biggest questions you have from their time in D2C, and giving you a few pointers from their biggest takeaways. In this ep, Moiz is dishing on his greatest lessons in manufacturing with his time at Native Deodorant—from the Chinese manufacturers who make American facilities look like dog shit to the contractual terms you should be looking out for before signing. Plus, t...

Aug 14, 202346 minSeason 5Ep. 1

S4 E12: True Classic’s CEO on Company Culture, Creativity, and Going Viral

You know that little feeling in the back of your throat that makes you feel emotions towards someone else? Yeah— it’s called empathy, and True Classic’s CEO, Ryan Bartlett, is here to explain why it's the one thing that will distinguish your D2C brand from the rest of the crowd. Nik and Moiz talk to Ryan about the importance of empathy in company culture, how he fosters that mindset daily within the walls of True Classic Tees, and why hiring emotionally intelligent people is critical to negating...

Jul 05, 20231 hr 17 minSeason 4Ep. 12

S4 E11: The Argument for Marketing Warfare/The FTC Won’t Let Amazon Be /How to Crush TikTok Shop

This week, the boys are breaking down a few of the most disruptive grey hat marketers in the industry, including the case of an imitation mayonnaise company that was buying its own product and stashing it in warehouses, the bone broth brand beefing up its D2C sales through Instacart, and the merits of using guerilla marketing to mess up the retargeting pool of Facebook ads. Don’t hate the player… hate the millennial marketer trying to game the system. Plus, Nik and Moiz tackle the rise of TikTok...

Jun 28, 202356 minSeason 4Ep. 11

S4 E10: iOS 17 Kills Tracking Parameters/Structuring a Marketing Department/The Pill Club’s Fraud

What happens when an online pharmacy starts committing insurance fraud? This week, Nik and Moiz are breaking down the scandal behind the now-defunct company, The Pill Club— and it’s a good one. Then, is Apple Vision Pro dumb, really dumb, or just naturally designed for the citizens of San Francisco and Silicon Valley who can’t travel without their double monitors? And speaking of Apple— why is the latest edition of iOS attempting to kill tracking parameters? Plus, find out how the guys would str...

Jun 21, 202352 minSeason 4Ep. 10

S4 E9: CAC Size Matters/Shopping Holidays/Chinese Furniture

What the heck is Singles Day? And how can your business take advantage of it? Nik and Moiz are talking all things shopping holidays— Prime Day, Singles Day, Shop Day— and what you should be doing with them in order to maximize your sales. The guys also get into a debate over which furniture store is the biggest of the Pottery Barn brands, what analytics tools are most useful when it comes to analyzing your site’s metrics, and which post-purchase upsells you should be taking advantage of. Then, s...

Jun 14, 202352 minSeason 4Ep. 9

S4 E8: Takeaways from Commerce Summit/Temu’s Dirty Secrets/Bullshit Awards

What’s got Nik so amped up about cutting company costs this week? That’s right— it’s that time of year again for the Commerce Summit, and Nik’s sharing his greatest takeaways from the annual convention, including why you should always outsource jobs without any upward mobility, why gross revenue is truly irrelevant, and how often you should be doing a company audit. Then, the guys are tackling some shit— including how Temu’s managing to sell such cheap shit using cutthroat shipping and manufactu...

Jun 07, 202351 minSeason 4Ep. 8
For the best experience, listen in Metacast app for iOS or Android