David Protein is hiring a Creative Director and a Marketing Associate for a brand-new apparel arm — both reporting to Peter Rahal, the cofounder and former CEO of RXBAR. We break down the roles. Plus three of the most influential operators in DTC join the show.

ON TODAY'S EPISODE OF ECOMM COWBOY

Sean Frank (CEO, Ridge) — One of the loudest and most-followed operators in the space. We get into why he says we're living in an ecommerce renaissance, his take on AppLovin and where it fits in the modern paid stack, what he'd actually do if he had to start Ridge all over again today, where Ridge goes from here, and the giveaway playbook that's quietly working for the brands willing to run it.

Mike Beckham (Co-Founder and CEO, Simple Modern) — One of the most respected builder-operators in CPG. We dig into the Simple Modern origin story, his approach to giving and tariffs, the thesis behind Simple Ventures and Trevi and why he's diversifying, his deep dive on AI and OpenClaw, and the now-famous "mowing my own lawn" tweet from a recent business slowdown — and what every operator can take from it.

Conner Mennig(Co-Founder, Frozen One) — Austin-based high-protein ice cream brand running 40g of protein and 380 to 430 calories per pint, with 75% less fat and 62% less sugar than traditional ice cream. Currently the highest protein-per-pint in the category. Went from a Ninja Creami in January 2025 to ~700 doors in Q1 2026, then nationwide Target on April 26, with 2,300 doors expected by May. Just closed a $2M seed led by Supernatural Ventures and The Angel Group — the same investors behind Siete, poppi, and OLIPOP. We get into what broke first when retail demand outran the build plan, the structural difference between a better-for-you brand that gets to $50M and stalls vs. the next OLIPOP, formulating for the GLP-1 cohort (12.4% of US adults, per Gallup), the creator strategy they're putting money behind, and whether the model — keep volume up.

ALSO ON THE SHOW

- Texas sues SHEIN

- Northbeam Weather Report

- Location-based algo sauce

- Product design is not dead

- Amazon credit card usage getting taken away again

- Heavenly Drip

- Mail bag and live audience reactions

_____________________________________

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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Ryan Cohen just made a $2B+ move on eBay — and it's already shaking the ecommerce world.

Today on The Ecomm Cowboy Show, we break down what the GameStop and Chewy founder's latest activist play means for marketplaces, DTC, and the future of online retail.

Plus: Temu wants to sell you a ribeye, Timothée Chalamet stars in a 5-minute Adidas World Cup cinematic, Amazon's free cash flow is down 95% year over year, and Lululemon's founder is going to war with the company he built.

Later in the show, we sit down with Sean Stone for a tactical conversation on Amazon spillover, branded vs. non-branded spend, the red flags inside most Amazon agency reports, and how to actually integrate email and Meta ads into a real full-funnel system.

Lightning round hits

-Google's new screenless Fitbit Air taking aim at Whoop

-Celsius cementing its spot as the C in CPG

- Amazon rolling out same-day Ozempic delivery

- Mark Cuban's rules for business.

- Ted Turner's advice for entrepreneurs, the perfect chair, and a Moment of Zen courtesy of KJP.

_____________________________________

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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ChatGPT just launched a self-serve Ads Manager — and the entire ad-tech world is processing what it means. Eric Seufert, Glenn Gabe, and the operator class are weighing in. We break down the rollout, the docs, and what every DTC brand needs to be thinking about right now. Plus three stacked guest interviews on functional snacks, email copy, and an agency-side career move worth talking about.

ON TODAY'S EPISODE OF ECOMM COWBOY

Haitham Shendy (Founder, JOOLS) — Functional Medjool date bites with three SKUs: Ashwagandha and Maca, Ginger and Turmeric, Lavender and Chamomile. USDA-organic, plant-based, made in the USA, sold DTC on Shopify and on Amazon. One of the deepest CPG operator résumés you'll meet at a brand this size — P&G process engineer, PepsiCo R&D, Unilever innovation supply chain, MANA Products, Gucci, amika, Eva NYC, and Kenvue. We get into what growing up inside those operating systems teaches you that a first-time founder doesn't have, why three SKUs out of the gate instead of one hero, how he's actually navigating sourcing for ingredients that don't grow in the US, the Shopify vs. Amazon split, the next layer of trust founders earn when every label is a clean-label label.

Chris Orzechowski (Author of The Moat · Fractional CMO) — One of the most cited email copywriters in DTC. Helped 200+ brands generate $100M+ in email revenue. Author of The Moat: How to Build a Durable, Profitable E-Commerce Brand that can Last Forever. Wrote the Filippo Loreti Kickstarter sequence in 2016 that did $5.17M in 30 days — the 18th-largest Kickstarter at the time. Publishes the $100/month Make It Rain Monthly print newsletter.

Nate Lagos — Big career move. We get into what happened, where he's going next, why the move, why agency work is not the dark side of the force, and why sales is awesome.

ALSO ON THE SHOW

- ChatGPT launches self-serve Ads Manager

- Miranda Pettinger's AppLovin mini-masterclass

- How to yap on the internet

- Everyone is ditching seed oils — and raising money for it (Molly Baz's Ayoh case study)

- Carson Huffman has to pay rent

- A Shopify analytics tweak worth knowing about

- Primo packaging innovation

- Mission and meaning for brands - "Pizza to Pews"

_____________________________________

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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Shopify just dropped Q1 earnings and the operator class is reacting in real time — Harley Finkelstein, Dennis Hegstad, Mike Bertulli, Matt Epstein, and Sean Frank all weighed in. We break down what the numbers actually mean for merchants and where Shopify is heading next. Plus two stacked guest interviews on creative testing at scale and the future of TV advertising.

ON TODAY'S EPISODE OF ECOMM COWBOY

Jack Kavanagh (Happiest Guy in Ecommerce) — founder of 3 brands with another about to launch!

James Borow (General Manager, Universal Ads) — Comcast's self-service TV ad platform that lets any brand create, buy, and measure ads across premium streaming and (as of last week) linear TV inventory. Two-time exited founder (Market AI and SHIFT). At Snap Inc. he played a foundational role scaling Snap's ad business from zero to $1B+ in revenue. We dig into the actual minimum spend for a DTC brand to get on Comcast linear today, how to structure a TV creative test if you're used to launching 50 Meta variants a week, what smaller performance-first brands learned running on the Milan Cortina Olympic and Paralympic Winter Games, how Universal Ads competes against an Amazon-Roku closed loop, where YouTube fits on the CTV vs. linear map, and whether we're 12 months away from a brand running substantially AI-generated creative on a Super Bowl-level moment.

ALSO ON THE SHOW

- Parker ceases operations — what happened and what it means for the category

- David Protein named to Time's 100 Most Influential Companies of 2026

- Amazon Supply Chain Services opens its logistics network to every business

- Audience retention for purchase events: 180 to 730 days?

- Cold calling abandoned carts — yes, really

- Gary Vee reps DadGang

- Meta will use AI to analyze height and bone structure to identify underage users

- Create Autoship complaint — Dan responds

- McDonald's ends self-service soda

- Meta Glasses: the day-in-the-life content machine

- New baby tech unlock

_____________________________________

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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The Hudson Method is taking over the DTC timeline — Sean Frank, Andrew Faris, Colton Lee, and Frost Buddy's content guides have the operator class rethinking how content fuels conversion. We break it all down. Plus three big stories of the day, two stacked guest interviews, and a lightning round of the most-talked-about news in DTC.

ON TODAY'S EPISODE OF ECOMM COWBOY

Aidan Brannigan (Founder, No Boring Brands) — The 24-year-old founder of what he calls "the world's first creative humor agency" — producing memes, skits, and culture-led short-form content for Fortune 500s, SaaS unicorns, and legacy B2B brands. Roster includes ClickUp, Trainual, and Vista Social. Took Trainual from 5K monthly impressions to 15M/month. 1M+ daily organic views across the client portfolio. Lost roughly $500K in the 2022 crypto crash at age 20 and rebuilt by going all-in on content. We get into how that experience shows up in how he prices and sells today, what a "forgettable offer" actually looks like on a Shopify store, the Klaviyo vs. Judge.me pricing power lens for DTC offer ladders.

Ovie Faruq (CEO and Co-Founder, Rekt Brands) — Better known as OSF. Spent 10 years as a high-yield credit trader at Barclays before quitting to chase NFTs and crypto art. Created Rektguy, a free-mint NFT collected by Snoop Dogg, Steve Aoki, and Gary Vaynerchuk. Built Rekt Drinks (sold out 222,000 cans in under 48 hours, hit 1M cans sold inside year one), $REKT (the world's first "brand coin," peaked at ~$600M market cap), and a vertically integrated Web3-meets-CPG playbook now studied by Pudgy Penguins and Vacation. Distribution across 7-Eleven Southern California, ~200 Giant Eagle stores, and Amazon. .

ALSO ON THE SHOW

- Manage your Shopify store from inside Claude

- OpenAI is sharing user data and purchase tracking with advertisers, per Adweek

- Amazon Supply Chain Services opens its logistics network to every business

- David Beckham is angry — his cologne is being sold in gas stations

- Milk and Wool: matching outfits for mom and baby boy

- Palantir is making a French chore coat

- Expedia x iShowSpeed: the clipping company strategy

- GameStop reportedly looking to buy eBay

- Energy drink and protein market breakdowns

- Alex Karp on Spirit Airlines

_____________________________________

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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Hot jobs in DTC are stacking up — Kendra Scott is hiring a Marketplace and Social Commerce Manager in Austin, and Fringe Sport is hiring a Director of Ecommerce and Growth for one of the fastest-growing garage gym brands in the country. We break it all down. Plus three stacked guest interviews on telehealth wellness, creative agency operations, and CPG finance.

ON TODAY'S EPISODE OF ECOMM COWBOYAlex Padilla (VP of Ecommerce, Brello Health) — Leads growth, paid media, retention and CRO at a multi-eight-figure wellness brand operating in the GLP-1 and metabolic health category. Austin-based, Entrepreneur Leadership Network contributor. We get into how Brello differentiates from Hims, Ro, and Lemonaid, the five email layers every subscription brand needs, the non-obvious lever for keeping members past month three, the math on the Brello Experience community events versus paid media

Jacques Spitzer (Founder and CEO, Raindrop) — The San Diego creative and performance agency behind some of the most-watched DTC ads in history. 4x Emmy winner, Super Bowl campaigns, the top-performing YouTube ad of 2020 for Dr. Squatch. Roster includes Manscaped, Lume, Native, Pourri, Ridge, Ruggable, and more. Over a billion views and a billion dollars in attributable sales. We dig into whether that exact Dr. Squatch ad would still work in 2026, why Raindrop accepts only 2 of 400 inbound inquiries a year, the men's CPG category thesis, his Nano Banana

Joey Spanjers (Chief Strategy Officer and Partnerships, Teicor) — A "SEAL team of accountants and operators" for CPG brands. 100+ clients serviced, $100M+ raised across seed, Series A, Series B, debt and PO financing. Joey's path is unusual — TV production with Mark Burnett on Survivor, The Voice, and Shark Tank, then Hawke Media, then co-founded Elliot, the global commerce platform. Co-creator of Mount Mushmore. We cover the most common mess in a founder's books on day one, hiring the operator in the seat two years before you need to, premium vs. luxury pricing in CPG, what "compliant DTC" looks like for high-risk categories like THC beverages in 2026,

ALSO ON THE SHOW

- Grimace Shake Lore returns

- Northbeam Weather Report

- 0 to $253K in spend, more profitable than Meta

- Open Claw Menu Automation

- Mail bag and live audience reactions

-------------------------------------

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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Meta just dropped AI Connectors and the operator timeline is going wild — early reactions from Yoni Levy, Bryan Cano, Torii Rowe, the DTC Prophet, and more. We break down what AI Connectors actually mean for media buyers, why cost caps are changing, and what X's most ambitious advertising platform rebuild in 20 years means for the ad ecosystem. Plus two stacked guest interviews on capital efficiency and the future of email copy.

ON TODAY'S EPISODE OF ECOMM COWBOY

Josh Payne (General Partner and Co-Founder, OpenSky Ventures · Founder and CEO, Onward) — Two-time founder turned investor. Built StackCommerce to $100M+ in revenue before TPG acquired it in 2020. Now writing 30+ checks at OpenSky into the future of commerce, and growing Onward from $4.5M to $10M ARR in a single year. The loudest evangelist of "seedstrapping" in DTC. We get into why now is the moment hybrid capital becomes default, the contribution margin playbook for sub-30% brands, the $50M to $250M strategic exit thesis, the deals he passed on that hit $100M+, what he's telling portfolio companies about Reddit, retail AI traffic, and live shopping, and the one mistake every Cowboy listener building a brand right now is about to make.

Nabeel Azeez (Co-Owner, Dropkick Copy · Founder, CopySkills) — A Sri Lankan direct response copywriter writing daily emails as "Yours Beardly" out of Dubai. Stefan Georgi calls him top 10% of copywriters in the world. Pulled $155,114 from a single email to a 5,500-person ecom list. Doubled an ecom client's email revenue at 33.5X ROI. Scaled a consulting client from $30K to $300K per month on the back of email. We cover how copywriting has changed in the LLM era, the tactical move DTC brands can make this week to stop sounding like everyone else in the inbox. the difference between copywriter and creative strategist, sending way more email without nuking deliverability.

ALSO ON THE SHOW

- Cost caps are changing on Meta

- TikTok Shop projected to grow from 1% to 10% of US retail by 2028, per WSJ

- Are Instagram theme pages over? TechCrunch reports a new crackdown on aggregators

- Subway debuts the $5 6-Inch value menu

- Investment bank influencers: Gen Z women, TikTok, and corporate compliance crackdowns

- Seek Coffee's "Drink Coffee, Not Mold" — AI in creative done right

- The glories of innovative packaging

-------------------------------------

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

Weekly newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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The DTC timeline is on fire over 3PLs vs. in-house fulfillment — Andrew Youderian, Bill D'Alessandro, Sean Frank, and the operator class are all weighing in. We break down who's right, who's wrong, and what it means for brands trying to scale into 2026. Plus three stacked guest interviews from the Ecomm Cowboy lineup.

ON TODAY'S EPISODE OF ECOMM COWBOY

Chris Geiss, CEO of Seguno — The team behind Shopify's 2024 Build Award winner for Best App. We get into Email 3.0, what it actually means to build a marketing suite entirely inside Shopify, the new Meta fields rollout, and why Seguno is doubling down on the "lives in your dashboard, not synced to it" position.

Ryan Holmes (Senior Creative Director, Postscript) and Laura Serino (Director of Content, Community and Brand, Postscript) — The duo behind Postscript Skeptics. They hired actual comedians, made a real bet on entertainment-first B2B, and we go behind the scenes: how they pitched it internally, why the team passed on another webinar, the casting process, and the response so far. Plus what they see in 1-to-1 SMS conversations at scale that nobody else is talking about.

Kendall Dickieson (Founder, Flexible Creative · Co-Founder, Stackforce) — Social and influencer strategist for Graza, Jones Road Beauty, Fishwife, Alec's Ice Cream, Partake Foods, Immi, Verb Energy, NUGGS, and more. 20M+ organic views and 400+ pieces of content for Graza alone — a brand spending virtually nothing on paid acquisition. We dig into her 2026 Playbook for Brand Collaborations, why distribution is marketing now, the difference between a community team and a social team, how to sell brand-awareness ROI to a CFO who only sees CAC, the Sandbar story, and Stackforce — the talent-matching platform for DTC marketing roles.

ALSO ON THE SHOW

- The 3PL vs. in-house fulfillment war on X

- Shopify x Whatnot integration brings live shopping to millions of merchants

- Universal Ads launches CTV x Linear in a single buy

- Northbeam x Common Thread Collective — the partnership the operator class is talking about

- Carbonated colostrum is officially here (yes, really)

- Mail bag and live audience reactions

-------------------------------------

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

Weekly newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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China just blocked the $2B Manus acquisition and the founders can't leave the country. We break down what it means for Meta, media buying, and the future of cross-border AI deals — plus three of the sharpest operators in DTC, AI creative, and bootstrapped ecommerce join the show.

ON TODAY'S EPISODE OF ECOMM COWBOYFranky Shaw (Founder, Futr Group) — A 10+ year ecommerce operator who tests 5,000+ products a year through a general store and runs DFY Shopify operations for 300+ clients. We get into the FTC question every automation operator should be ready for, and what every listener should actually do with $50K in 2026.

Jamey Gannon (@techbimbo, AI Creative Director) — Brand designer turned AI creative director, she has spent thousands of hours building a Midjourney plus Nano Banana workflow for consistent brand imagery. We cover Brand Sprints, the AI Creative Director course on Maven, AI product photography for ecommerce, and whether the head of brand at a Series A startup in five years is a designer who learned AI or a prompt engineer who learned design.

Dylan Kim (Co-founder, Brevitē) — Forbes 30 Under 30 in Retail and E-Commerce. Bootstrapped a Brooklyn-based DTC backpack and camera-bag brand from a thrifted sewing machine and a Kickstarter to seven figures with his two brothers. Famous for a TikTok video-comment-response play that drove a 200% lift in TikTok-attributed sales. We dig into what they may be launching next...

ALSO ON THE SHOW

- The iPhone Fold reportedly on the way

- Crocs x Umbro collab drops

- The anti-wearables research report making the rounds

- Selling houses for Anthropic stock only

- Why agencies may be the best business in DTC

- AI still makes mistakes

- Mail bag and live audience reactions

ABOUT THE SHOW

Ecomm Cowboy is the daily live show for DTC operators, ecommerce founders, and marketers building real consumer brands. Hosted by Chris Hall and Colin Dougherty, we cover the news, tools, and tactics moving the DTC industry — from TikTok Shop and Meta to Shopify, SMS, email, AI creative, and the operator playbooks that actually work in 2026.

New episodes every weekday. Subscribe and turn on notifications so you never miss a show.

-------------------------------------

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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Nike just took a massive L — Adidas runners broke the 2-hour marathon barrier (twice). Plus three of the sharpest operators in DTC join the show.

Today on Ecomm Cowboy, Chris and Colin break down the biggest story in performance footwear, then sit down with three guests who are running the playbook in 2026:

Zain Ali (Co-founder, Zainith Agency) — Scaling 20+ consumer brands on TikTok Shop. We get into MaryRuth's 24/7 livestream, the secrets behind the Top 10 TT Shop brands, GMV Max, the creator-seeding math, and where the arbitrage is in the next 6 months.

Braxton Manley (Braxley Bands, Mystic Gum, Peace Love Hormones) — From a $20 dorm-room experiment with his grandmother's sewing machine to $6M+ in revenue and three DTC brands. Profit-first operating, sourcing mastic resin from a single Greek island, and what compounds when you run multiple brands.

Kevin Simonson (CEO, adMixt) — Meta API partner since 2012. Andromeda + GEM, why most agencies are terrible, what Wall Street reading ad-tech dashboards changes for PE-backed brands, and the operator skill that was valuable in 2024 and is worthless now.

Plus:

- Anthropic paying $400K/yr for an events person

- Coldfreak: 20g protein, 0g sugar ice cream sandwich

- MacLaren Golf x Justin Rose

- Microdramas and the future of social

- Dave Rekuc on AI + jobs over the next 10 years

- Mail Bag

-------------------------------------

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

Weekly newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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