Goodbye, Shopify. See ya later, Etsy. Hasta la vista… Amazon???\

Yeah, we said it. Temu has the power to compete with Amazon. Has the Chinese drop shipping company grown too powerful to defeat? Or can our old-school favorites find a way to slay the DTC giant? Nik and Moiz discuss the looming threat of Temu to several major e-commerce retailers. What strategies do they need to stay relevant?

Plus, what would it take for Outdoor Voices to crawl out of the grave they dug themselves into? Hear us out— it’s definitely not impossible...

The guys also discuss the latest acquisition of Asian noodle company, Omsom, by DDC. What, if anything, does it mean for other Asian DTCs like immi, FLY BY Jing, and Sanzo?

And later in the episode, Nik declares arbitrage. When is it okay to use arbitrage in the DTC community, and are there any ethical concerns? Well, if we know anything… at the very least, we definitely know where Moiz stands on the issue.

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Twitter: https://www.twitter.com/moizali