Latest / Ecommerce Playbook: Numbers, Struggles & Growth
The Supplement Industry Is Broken, Sports Cheating Is Rational, and Influence Is Misunderstood
Taylor and Andrew dig into three topics that have more in common than you think: why the supplement industry struggles to build real moats, whether the Dodgers and Clippers crossed ethical and legal lines, and the most important marketing distinction almost nobody is making between influencers and creators.
Topics covered in this episode:
Why no supplement brand has a defensible customer acquisition cost
AG1, Gruns, and how a form factor change can destroy a cohort
IMA's billion-dollar debt facility built specifically to fund CAC
Where the real moats in health and wellness actually are…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.