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Interesting post by David Pakman on the deal - really love his investment thesis. https://medium.com/@pakman/dollar-shave-club-how-michael-dubin-created-a-mass

Interesting post by David Pakman on the deal - really love his investment thesis. https://medium.com/@pakman/dollar-shave-club-how-michael-dubin-created-a-massively-successful-company-and-re-defined-cpg-f2fa700af62b#.6bvb5bneb https://medium.com/@pakman/dollar-shave-club-how-michael-dub... Curious what it sold for - I guess they were doing close to $200m in revenue. My guess would be in the $400-500m range.

adrr 10y ago
Zulily sold for $2 billion with $200mm in revenue(and declining). Edit: To add more color. P&G bought Gillette for $40 billion on $4 billion in rev.
- uhhhhhhhhhhh 10y ago
  Uhh...Zulily sold to QVC for $2.4 billion with somewhere in the neighborhood of $1.3 billion in yearly revenue. http://www.geekwire.com/2015/zulily-sold-to-qvc-for-2-4-billion/ http://www.geekwire.com/2015/zulily-sold-to-qvc-for-2-4-bill...
gregpilling 10y ago
The linked article said that they had 3 million subscribers. Pretty impressive for a 4 year old company. 3 million credit cards on file, 3 million payments. It sold for $1 billion dollars. Youtube says their channel has 35,002,980 views, so that would make about $28.57 per view the selling price.
- MichaelGG 10y ago
  $330 per user? Is that a good price for customers buying cheap razors? I'm a guy. I shave a bit. I've been, and continue to be, totally astounded how DSC is a business, let alone a successful one. No matter your preference for DE vs these fancy multi-blade rigs, just uh, go to Amazon and buy? "Subscribe and Save" if you have an issue buying more when you run low? What's the attraction?
  - wodenokoto 10y ago
    It's the packaging. It might be the same crap as the cheap stuff on Amazon, but it doesn't look like it.
  - anonu 10y ago
    I never saw the appeal either! I've always battled against any sort of subscription service or regularly-purchased items that I deem too high price. Gillette razors, though very well built, were always too expensive ($2+ per razor) for what they are. I then moved to safety razors which I found did a great job. I could get these for as cheap as $0.05 each (though you probably want to pay a little more for quality). Shortly after DSC came out, someone found that they were sourcing their razors from a Korean manufacturer - and that you could just buy those products without the subscription for way less! Is the DSC premium really worth the convenience?

adrr 10y ago

Zulily sold for $2 billion with $200mm in revenue(and declining). Edit: To add more color. P&G bought Gillette for $40 billion on $4 billion in rev.

uhhhhhhhhhhh 10y ago
Uhh...Zulily sold to QVC for $2.4 billion with somewhere in the neighborhood of $1.3 billion in yearly revenue. http://www.geekwire.com/2015/zulily-sold-to-qvc-for-2-4-billion/ http://www.geekwire.com/2015/zulily-sold-to-qvc-for-2-4-bill...

gregpilling 10y ago

The linked article said that they had 3 million subscribers. Pretty impressive for a 4 year old company. 3 million credit cards on file, 3 million payments. It sold for $1 billion dollars. Youtube says their channel has 35,002,980 views, so that would make about $28.57 per view the selling price.

MichaelGG 10y ago
$330 per user? Is that a good price for customers buying cheap razors? I'm a guy. I shave a bit. I've been, and continue to be, totally astounded how DSC is a business, let alone a successful one. No matter your preference for DE vs these fancy multi-blade rigs, just uh, go to Amazon and buy? "Subscribe and Save" if you have an issue buying more when you run low? What's the attraction?
- wodenokoto 10y ago
  It's the packaging. It might be the same crap as the cheap stuff on Amazon, but it doesn't look like it.
- anonu 10y ago
  I never saw the appeal either! I've always battled against any sort of subscription service or regularly-purchased items that I deem too high price. Gillette razors, though very well built, were always too expensive ($2+ per razor) for what they are. I then moved to safety razors which I found did a great job. I could get these for as cheap as $0.05 each (though you probably want to pay a little more for quality). Shortly after DSC came out, someone found that they were sourcing their razors from a Korean manufacturer - and that you could just buy those products without the subscription for way less! Is the DSC premium really worth the convenience?