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Read her comment on that link: Sindhya Valloppillil Other than their video, Dollar shave club has nothing proprietary. Not a single product person on their te
by orangethirty 14y ago
Read her comment on that link:
Sindhya Valloppillil
Other than their video, Dollar shave club has nothing proprietary. Not a single product person on their team, not a single industry person on the core team, no real pipeline of innovation. the branding isn't globally appealing. No way you can turn it into a lifestyle brand with that brand name. The irony: Dubin said "too many other co's are primarily interested in the subscription model b/c of recurring revenue, w/out really thinking through the problem that they’re solving for users." I'm not sure what Dollar Shave has thought through other than their videos. Great metrics and a video don't make a consumer brand a success. Without question, I totally agree @tomreynolds. It's a ridiculous valuation -> Yes, we're in a bubble.