1800Hotline 036 // Mid-Day Squares just borrowed $8M
45 new Fabletics stores, rom-com microdramas, and deep sea hydration
1800DTC
1800 Hotline is the twice-weekly briefing for the operators, founders, and partners shaping modern DTC.
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1800Hotline 035 // AG1 breaks its own format after 16 years, Olipop's founder hands off the CEO seat, and a nasal wellness brand hit 3,100 doors
Gummies and adherence. Handing off the org chart while the numbers are climbing. And Loisa went 11x on doors on premium.
1800Hotline 034 // Rhode's $27M day, avocado oil products go viral with questions, and Khloé's chips add collagen
Jupiter proves an embarrassing problem beats a crowded category, Bakeful bets Target shoppers just want a good cookie, and Little Spoon ships eight new products.
1800Hotline 033 // p&g bets $3.8b on supplements, an amazon-native brand lands 2,600 walmart doors, and breakfast starts coming in a can
a THC brand refusing to pick a lane. baking debut that skipped the wait. plus gummies patients actually remember to take.
1800Hotline 032 // $580M in the pancake aisle, $1.5M for beef tallow Doritos, and a chef that launched with three products
OpenAI is testing an ad where the click opens a conversation instead of your website.
1800Hotline 031 // David sold out in 30 minutes, True Religion wants $1B, and zombie cells arrive at Ulta
A half-hour sellout is now a retail pitch. A denim comeback running two eras at once. Plus a $59 moisturizer betting on cell biology.
1800Hotline 030 // $1B with zero dilution, Hoka hits single digits, and a peanut butter billboard in Times Square
A 25-year-old superfood brand just raised from Shopify and Frito-Lay alumni. Plus a candy brand earns its Whole Foods shelf the hard way.
1800Hotline 029 // UTZ going private, Final Boss Sour levels up, and Shopify review crackdowns
Omakase-grade fish for dogs, Vita Coco buys its way upmarket, and a protein powder basement-to-retail story.
Introducing the new 1800DTC 👀
The place where DTC brands discover trusted partners...
1800Hotline 028 // Levi's DTC hits 51%, Prime Day's value shift, and cat treats won the week
Plus Cann goes zero-THC, Yash Chavan's fix for affiliate fraud, and the full DotDev Toronto rundown.
1800DTC // The Difficult Reality Coming for Shopify Stores
A guide into what California's Wiretapping Law means for Shopify stores and how to protect your business. Plus, an exclusive offer of an audit for your brand at the bottom.
1800Hotline 027 // Prime Day carts got practical, creatine hits the Sprouts shelf, and matcha named after an 89-year-old
Deal events are becoming replenishment events, protein keeps eating the snack aisle, and profitable DTC finally has receipts.
1800Hotline 026 // A $3B brand buys its factory, 10 quarters of +100%, and a seltzer named Ciggy's
SCOTUS takes up a cold brew brand's fight with Pepsi. Uncle Nearest files Chapter 11. And a creator with 30M followers gets into cereal.
the 1800DTC NYC takeover
Summary of the last 2 weeks for 1800DTC...
1800Hotline 025 // Reformation just filed for IPO, Prime Day moved $26B, and THC lemonade is here for summer
90% DTC revenue, 20 straight quarters of double-digit growth, and profitable. Plus Frozen One raises again, Apothekary hits Ulta, and a quick recap from Commerce Unfiltered.
1800Hotline 024 // Pinterest built a shopping chatbot, Coconut Cult needs a bigger factory, and toothpaste got a wellness upgrade
Ask Pinterest is one to watch for any brand relying on discovery. Plus Kirsten from minisocial on the creator mistake most brands keep making, and Maxine's Heavenly buys its own facility.
1800Hotline 023 // Prime Day kicks off today with $26B on the line, Stars + Honey hits Target, and Danone is suing Chobani
The biggest ecomm week of the summer starts now. Plus Stars + Honey's retail debut, TikTok Shop's top category breakdown, and Glossier secures $45M.
1800Hotline 022 // $360M exit to potato chips, BarkBox admits the box isn't the point, and the Yasso founders are back
Tara Bosch's second act is already in Target. Plus BARK's big strategic pivot, Dropout Companies brings in a LesserEvil veteran, and Gleezy raises $2M for premium hot dogs.
1800Hotline 021 // Stitch Fix is quietly making a comeback, Pinterest just dropped $4B on AI, and GoodPop put french fries in a popsicle
Five straight quarters of revenue growth and the highest revenue per client ever. Plus REMEDY raises a Series A from L Catterton, Suja crosses $107M in Q1,& Kristin Cavallari just launched at Target.
1800Hotline 020 // Dad Gang hit $35M without a single paid ad, AI is now filtering your brand loyalty, and Huel is making ramen
Three founders, less than $1K in startup capital, one million hats sold. Plus Stars + Honey raises $24M, Rem3dy Health hits $110M valuation, and a cheese bar brand just launched.
1800Hotline 019 // Nike's reality check, Salt and Straw explores a $200M sale, and Tom Brady is selling coconut water now
70% of Nike's business is declining double digits. Plus LiQure relaunches, MAC Energy drops on fight night, and TRUFF gets a schmear.