LogoIn The Money: eCommerce, DTC and CPG

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📉 $100M brand sold for $1M + Ridge’s insane run + Ashwinn’s hot takes from both sides

Jun 9, 2025

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3 min read

📉 $100M brand sold for $1M + Ridge’s insane run + Ashwinn’s hot takes from both sides

This week’s edition tracks three arcs of consumer brand life:📉 One of the best DTC exits of the 2010s... now worth pennies on the dollar💼 A brand that went from Kickstarter to $100M+ in just a few years🧊 An outdoor staple acquired twice—but at half the valuation multiple🎙 And at the end: hard-won wisdom from Ashwinn Krishnaswamy, who straddles both brand and agency worldsLet’s get into it.

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From $20 Socks to $1B Beauty: DTC's Wild Week in Capital, Credit & Category Creation

Jun 3, 2025

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4 min read

From $20 Socks to $1B Beauty: DTC's Wild Week in Capital, Credit & Category Creation

If you needed a reminder of how strange, brilliant, and high-stakes the DTC and CPG world remains, this past week delivered in spades. We saw an influencer-led brand flip for $1B, a delisted company secure $277M more in credit, and a startup sock brand doubling on eight figures while keeping margins clean. Here are the key moves — and what they say about the evolving playbook.

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Fan Bi
From Overlooked to Undefeated: What It Actually Takes to Win in Consumer

May 28, 2025

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5 min read

From Overlooked to Undefeated: What It Actually Takes to Win in Consumer

Operational clarity, sharp distribution strategy, and product obsession—this is what it looks like to build a dominant consumer brand in 2025.

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Fan Bi
Brands That Scale: What Winners Are Getting Right

May 18, 2025

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5 min read

Brands That Scale: What Winners Are Getting Right

From skincare empires to shelf-stable mayo, the best consumer brands aren't just growing fast — they're building real, profitable momentum.

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Fan Bi
Valuation Gravity: What Happens When the Music Stops

May 11, 2025

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4 min read

Valuation Gravity: What Happens When the Music Stops

When capital gets expensive, brand stories get priced differently. Some founders cash out. Others get squeezed. And some just fade.

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Fan Bi
Three eCom Outcomes: A Blow-Up, a Breakout, and a Big Bet That Paid

May 2, 2025

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4 min read

Three eCom Outcomes: A Blow-Up, a Breakout, and a Big Bet That Paid

What happens when capital meets consumer? Sometimes you get fire — sometimes just smoke.

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Fan Bi
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In The Money: eCommerce, DTC and CPG

In The Money: eCommerce, DTC and CPG


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