Dnvb

On Thursday, Wayfair reported quarterly earnings and to say they were a disappointment is an understatement. Despite a red-hot home furnishings market, the supposed great acceleration of e-commerce ( mostly not true), and a cumulative investment of many billions of dollars in infrastructure and marketing over 20 years, the company…

Warby Parker is the latest “digitally native vertical brand” (DNVB) to disappoint investors, continuing a striking, but increasingly familiar, pattern of profitless prosperity from disruptor brands. In just the past couple of weeks, Stitch Fix, Allbirds, Figs, and the RealReal have reported strong sales growth, yet widening losses. At the…

This back-to-school season is starting well at 360 Capital: Tediber (DNVB around mattresses) just announced its LBO operation led by Parquest and Eutopia; a few weeks before, Bergamotte (flowers-subscription startup) was acquired by Bloom&Wild. We figured this would be a good time to reflect on our DNVB portfolio and what…

This post is in continuation to part 1 here. In this post, we will explore the approaches to a DNVB Consumer Engagement(DCE) architecture, map the expected benefits to Consumers plus DNVB in each stage of consumer lifecycle depicted in part-1 and eventually chalk out the blueprint. Approaches to DCE(DNVB Consumer Engagement) Architecture The approach to the…

You are a Chief Architect in the consumer-oriented industry and you are tasked to architect a (DNVB) digital native vertical brand. Your business is making a shift towards DTC(Direct to Consumer) distribution model and eventually will transform to a DNVB business model. …

If you ask why I often use « we » to talk about DNVBs, it is because I am currently building one, Soufflé, the only 100% made in France cookware consumer brand. Let’s start… The sky was blue for DNVBs. Even when they were moving away from their core business model…

Latin America’s most populous country has become one of the most dynamic markets for DNVBs (Digitally Native Vertical Brands). We are witnessing the growth of companies that are revolutionizing some traditional sectors like Beauty, Food, CPGs, and Fashion. But first, what do we mean by DNVB? DNVBs are brands that are digitally native, sell primarily through the Internet…

I spent most of the weekend reading obsessively about Digitally Native Vertical Brands (DNVBs) largely because we want to scale our e-commerce store, therefore in a world where there are Goliaths we need to find a way to be a David. I subscribe to the Thiel school of thought where…

Both of our fund families focus on consumer products. Our sister fund Joyance Partners focuses on consumer goods with an emotional core, those most likely to deliver a Delightful Moment. Social Starts focuses on digital products that can contribute to health and happiness. …