Amanda Greeley has been thinking about Spence since 2017. She didn't rush it.
Before launching the racket sports brand, she built Tink & Tiger out of Brooklyn's garment district during Instagram's pre-ad era, founded Thelma footwear (picked up by J. Crew before her Italian manufacturer collapsed during the pandemic), and led creative direction at Serena & Lily. She's someone who has done this before — multiple times — and has the scar tissue to prove it.
In this episode, we get into what it actually looks like to build a brand in today's DTC climate: tighter investor appetite, more expensive paid media, and a fundraising environment that has completely reset from the Warby Parker window of the early 2010s. Amanda is candid about all of it — what's working, what she'd do differently, and why she's more optimistic now than ever about the racket sports category.
We also talk about the creative tension at the core of Spence — nostalgia versus futurism — and why tennis, pickleball, padel, and squash represent one of the most underserved brand opportunities in the market right now.
Topics covered:— Why the DTC fundraising window has closed and what that means for founders building today— The Lululemon and Nike comparison: what happens when a brand expands the TAM instead of just serving it— Building in public: the risks, the upside, and why Amanda is leaning into it with Spence's journal— Surf and skate as a brand template for racket sports— AI in brand operations: where it's useful and where it produces forgettable creative— The optimization trap in wellness — and why racket sports is uniquely positioned outside of it— Why "idea people" only get so far, and what execution actually demands