Today’s episode is packed. We’re breaking down one of the most shocking DTC outcomes in recent memory how Allbirds went from a $4B darling to a $39M exit and what every operator should learn from it.

Then we sit down with Caleb Sloop to unpack the truth about coffee in America, why “mold-free” is becoming a real category, and what it takes to build a premium CPG brand in a crowded market.

We also dive into the macro pressures hitting ecommerce right now from rising fuel prices to shifting consumer confidence and what that means for your conversion rates, pricing strategy, and demand.

On the tech side, we’re covering Amazon’s leaked Rufus AI deck and what it signals about the future of shopping, plus Google’s AI-powered inbox rollout and how it could reshape email marketing as we know it.

We’ll also break down standout marketing plays from Liquid Death giving away a house to Ghost Energy’s expansion into cocktail-inspired flavors and what they reveal about where brand building is headed.

To close it out, Andrew Haykal joins the show to talk cold outreach, lead generation in 2026, and why the people saying it’s dead are missing the bigger picture.

If you’re building, scaling, or investing in brands this one is for you.

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Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

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