The Desert Island Investor · Amer Sports : From Tobacco to Trainers
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shifted from standard wholesale to an aggressive direct-to-consumer (DTC) strategy via their own websites
“All of the acquired companies retained their management teams and their names… each pursued a regional acquisition strategy in its own name… once the first couple of deals were done, the momentum for joining became irresistible.”
“DTC is 90% of our sales. Retail is 10%. … aim for 50-50 DTC retail.”
“Ship Fusion wanted to give operators a better way to understand how their fulfillment experience actually compares to the rest of the market. So they placed and audited hundreds of actual real life DTC orders”
“AI agents can do some of the things that cannot be done via regular technology… license renewing you have to actually go into the state website.”
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