Operators

00:00 Introduction and Overview

09:04 Personalized Investing

16:33 Growing your brand is hard

27:50 Managing Illiquid Assets

38:32 Employee Stock Ownership Plans (ESOPs)

50:31 Investing in Growth Before It's Needed

58:00 HexClad and Amazon

01:09:24 Q1 Recap at Simple Modern

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00:00 Introduction

03:09 Panzerism: Trust No One

04:06 Termination of Relationship with an Agency

07:53 Success, Failure, and Overvaluing Contributions

09:46 Building Trust and Hiring Practices

13:32 Challenges with Meta Advertising

15:00 Diversification into Other Channels

25:17 Transitioning to Other Channels

27:40 The Importance of Profitability and Knowing Your Numbers

30:01 Dealing with Meta Performance Issues

31:01 Navigating Conversion Lag and Meta Changes

36:19 Balancing Growth and Efficiency

47:17 The Power of Product, Market, and Channel

48:40 The Success of Retail Stores

57:37 Expanding into International Markets

59:35 The Importance of Translating Content

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Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.https://www.northbeam.io/

Sendlane.https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/

02:00 Preparing for Father's Day

07:14 Content Planning and Pricing Strategy

11:11 Media Mix and Channel Activation

29:45 Channel Diversification and Crop Rotation

32:39 Initial Wins and Marketing Strategy

33:36 Challenges with Meta Platforms

35:09 Identifying Issues and Taking Action

36:08 Reallocating Budgets and Measuring Incremental Lift

38:47 The Importance of CPM and Channel Diversification

44:12 Building Redundancy and Expanding Product Categories

51:07 Creating Artificial Newness and Leveraging Influencers

52:19 The Importance of Off-Platform Metrics and International Markets

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Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.https://www.northbeam.io/

Sendlane.https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/

00:00 Introduction and Background to Roman

06:05 Roman's Journey and Current Ventures

10:14 Lessons from Rocket Internet

13:29 Communication Platforms and Future Plans

24:32 The Importance of Supply Chain Management

31:02 Building Strong Relationships with Suppliers

32:21 Using Factories as Financing Partners

32:55 Negative Cash Conversion Cycles and Negotiation

35:14 Building Transparent and Trusting Relationships with Suppliers

38:38 The Success of Multi-Brand Models

41:28 Investing in Kanpai Foods

44:37 Finding Success in Focusing on a Superpower

49:10 Preparing for the Future Beyond Meta

52:00 Living and Doing Business in Hong Kong

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00:00 Introduction and Market Update

00:00 Ridge Retreat

03:12 Off-Site Team Building

06:08 Challenges of Hosting Retreats

07:36 New Product Launch: Hexclad Pizza Steel

11:51 Measuring Brand Awareness13:18 Aided and Unaided Awareness

15:21 Actionable Insights from Brand Awareness Data

20:59 Awareness vs Competitors

25:11 The Size of the Market

29:14 Expanding the TAM

31:05 Brand Awareness vs Brand Affinity

33:01 Building Market Share Regionally

35:24 The Importance of Household Penetration

36:19 Creating Organic Demand and Network Effects

41:21 The Rising Cost of Advertising

44:22 The Limitations of Market Share

51:10 Failure as a Learning Experience

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Fulfil.io.

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The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Sendlane.

https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/

In this episode, the Operators discuss Ridge's recent announcement that they've partnered with Marques Brownlee, the number one tech YouTuber. The decision to bring in Marques as an investor, advisor, and board member is driven by the belief that creator-led brands are the future. Sean explains that the skills that made Ridge successful in the past, such as digital marketing, are no longer as relevant due to changes in the digital advertising landscape. The partnership with Marques aims to leverage his expertise in content creation and storytelling to elevate Ridge's brand.

01:11 Ridge's Partnership with Marques

05:46 The Importance of Standing Out

08:32 Impact on Marques' Relationships with Competitors

10:27 The Decision to Bring in an Equity Partner

11:38 Considering the Future of Creator-led Brands

15:37 The Marriage of Creators and Successful Brands

22:26 Involvement of Creators in Product Development

23:29 Learning from Hexclad's Partnership with Gordon Ramsay

24:16 Inspiration and Goals for Ridge

24:57 Choosing Influencers: Reach vs. Brand Alignment

27:04 Being Patient and Making the Right Move

28:27 Finding a Person with a Track Record of Relevance

29:09 Tiered Approach to Brand Partnerships

30:37 The Value of Organic Content and Authentic Partnerships

33:06 Building Relationships with Influencers

36:32 The Future of Organic Content for Brands

37:08 Product Roadmap and Influencer Partnerships

38:13 The Power Law of Organic Content

39:01 The Importance of Getting Good at Organic Social

40:21 Expanding into Different Communities and Markets

41:36 Summary and Appreciation

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Fulfil.io.

https://bit.ly/3pAp2vu

The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Sendlane.

https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/

03:42 Discussion on January Retail Sales

24:07 Analysis of Shopify's GMV in Q4

33:09 Panzerism of the week

41:49 Creating a Fun Work Environment

44:00 Yeti's Earnings and Expansion into Cookware

54:00 Challenges in the Bag Industry

01:05:23 The Importance of Gross Margin in Business Growth

Operators Exclusive Slack: https://join.slack.com/t/9operators/s...

Powered By:

Fulfil.io.

https://bit.ly/3pAp2vu

The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Sendlane.

https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/

00:00 Introduction and Random Conversations

06:00 Review of Tapestry's Earnings

20:16 Discussion on Amer Sports IPO

28:17 Analysis of Shopify's Price Increase

42:16 Exploring TikTok as a Marketing Platform

46:34 Sean's Bearish View on TikTok

48:29 Overspending on Amazon Advertising

53:24 Evaluation of TikTok

57:13 Assessing TikTok's Audience Trust

59:07 Complexity and Uncertainty in Geopolitics

01:04:43 Handling the Unknown in Business

01:05:38 Geopolitical Considerations

Summary:

In this episode, the Operators discuss various topics including Tapestry's earnings, the Amer Sports IPO, Shopify's price increase, and the effectiveness of TikTok as a marketing platform. They analyze the financial performance and growth potential of Tapestry, a well-run business in the accessories industry. The Operators also share their thoughts on Amer Sports' house of brands and the challenges of being an outdoor brand in a recession. They debate the impact of Shopify's price increase on businesses and the value it provides compared to other platforms. Finally, they discuss the view-through nature of TikTok and its potential as a search engine. The conversation covers topics such as overspending on Amazon advertising, the evaluation of TikTok as an advertising platform, assessing audience trust on TikTok, the complexity and uncertainty in geopolitics, and handling the unknown in business.

Operators Exclusive Slack: https://join.slack.com/t/9operators/s...

Powered By:

Fulfil.io.

https://bit.ly/3pAp2vu

The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Sendlane.

https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/

00:00 January Performance

03:06 International Expansion

06:23 Competitor Challenges

11:31 The Rise and Fall of Brands

19:01 Surprising January Results

22:03 International Market Opportunities

32:00 Inventory Shortage

38:54 Scaling and Customization Challenges

39:28 Using Pre-Orders to Manage Demand

40:13 Scarcity as an Asset

41:46 Expanding to International Markets

42:16 Leveraging Scarcity for Higher Margins

45:13 Conditioning Customers to Act Quickly

Summary: The conversation covers the performance of the Operators in January, the challenges and opportunities of international expansion, the rise and fall of brands, surprising January results, international market opportunities, and an inventory shortage problem. In this conversation, the Operators discuss various strategies for managing demand and scaling a business. They explore the challenges of scaling custom products, the use of pre-orders to control inventory, and the benefits of scarcity as a marketing tool. They also touch on expanding to international markets and the importance of conditioning customers to act quickly. They also help solve a challenge for Sean.

Operators Exclusive Slack:https://join.slack.com/t/9operators/s...

Powered By:

Fulfil.io.

https://bit.ly/3pAp2vu

The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Sendlane.https://learn.sendlane.com/operators

Visit Our Website: https://www.9operators.com/