Limited Supply Nik Sharma & Moiz Ali
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- Business
So many DTC brands think nice PR is more important than honesty. But that’s not us.
We're Nik & Moiz, and we're tired of all the hot air in our industry. This podcast is the behind-the-scenes conversation that gets to the heart of what DTC is really like.
Nik Sharma founded Sharma Brands, and Moiz Ali’s company Native was acquired by P&G for $100M. We have no reason not to call people out, and share our spicy takes. This is the conversation you won’t hear anywhere else, with two of the most experienced names in the industry.
We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.
Unravel the complexities of fulfillment with Red Stag - a 3PL that guarantees zero shrink, zero mispicks, and zero missed shipments. Backed by performance assurances, they ensure excellence in every order —Literally, RedStag offers coverage at no additional cost for any guarantee that is missed AND $50 reimbursement per instance for the inconvenience. Discover why Red Stag isn't just another fulfillment provider - visit redstag.com/limited today
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S8 E3: Analytics vs. Creative: Which Matters More? with Nood’s VP of Marketing Bryan Cano
Nik’s live from the Whalies and talking to one of DTC’s brightest minds—Nood’s VP of Marketing, Bryan Cano.
In this jam-packed special episode, Bryan and Nik unravel marketing’s greatest mysteries. Are analytics marketing’s best attempt at science-ing the shit out of great creative? Are analytics mostly BS or are they the greatest tool in your DTC marketing belt? And if they are, what’s the #1 message you should be taking away from your analytics?
Bryan also uncorks the secrets of scaling Nood from $0 to $60 million in less than two years. How did doubling down on TikTok pay dividends for the nascent company? And what are the platforms Bryan swears by?
Plus, stay tuned as he and Nik field questions from the audience and unpack the virtues of being more methodical, balancing your ROAS and MER, and avoiding TikTok ad fatigue.
Unravel the complexities of fulfillment with Red Stag - a 3PL that guarantees zero shrink, zero mispicks, and zero missed shipments. Backed by performance assurances, they ensure excellence in every order —Literally, RedStag offers coverage at no additional cost for any guarantee that is missed AND $50 reimbursement per instance for the inconvenience. Discover why Red Stag isn't just another fulfillment provider - visit redstag.com/limited today.
00:01:07 - Nood’s Journey to $60 Million
00:02:29 - TikTok Spending Strategy for Success
00:04:26 - Using Different Attribution Models in Marketing
00:09:11 - Diversifying Channels: TikTok vs. Meta
00:12:25 - Understanding Media Consumption for Effective Advertising
00:14:46 - Avoid Wasting Money on Clicks
00:18:45 - Building a Resilient Brand with Press
00:20:27 - Optimizing In-Store Sales with Budget
00:25:21 - Optimizing Tech Stack for Brand Success
00:28:19 - Landing Page Testing Platform Recommendations
00:29:40 - Audience Q&A Session
Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.
Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.
Follow Bryan:
LinkedIn: https://www.linkedin.com/in/bryancano/
Follow Nik:
Twitter: https://www.twitter.com/mrsharma
Follow Moiz:
Twitter: https://www.twitter.com/moizali -
S8 E2: How an Investor Thinks About an IPO (& Dirty Tricks for Founders to Beat Them at Their Own Game)
How did category-leading brands like Caraway and Mejuri rise to rapid DTC success? Nik and Moiz break apart the brand playbook and dive into Facebook’s top suggestions for creating more effective ads. How can celebrity testimonials and advertorials take your brand to the next level?
Then, find out exactly how investors think about IPOs. Moiz analyzes the biggest conflicts of the founder-investor relationship when it comes to going public. What do you need to know to protect your own interests?
And finally, Nik and Moiz break down the fastest-growing shopping categories in the Meta landscape, discussing the value of various brands in the e-commerce space and dissecting the different ways they can be acquired or go public.
Unravel the complexities of fulfillment with Red Stag - a 3PL that guarantees zero shrink, zero mispicks, and zero missed shipments. Backed by performance assurances, they ensure excellence in every order —Literally, RedStag offers coverage at no additional cost for any guarantee that is missed AND $50 reimbursement per instance for the inconvenience. Discover why Red Stag isn't just another fulfillment provider - visit redstag.com/limited today.
00:01:02 - Amazon's Use of Anonymous Tracking
00:05:46 - Heat Map: Revenue-Driven Analytics Tool
00:07:29 - Absurdly High Valuations for Software Companies
00:13:20 - CEO-Investor Incentive Disconnect at IPO
00:17:20 - Fastest Growing Meta Categories Revealed
00:21:23 - Predicting Mattress Conversion Rates and AOV
00:23:57 - Utilizing Celebrity Testimonials in Marketing
00:26:17 - Experiment with Colors and Models for Audience Reach
00:28:48 - Facebook's Approval: Analyzing CPM Trends
00:33:33 - Building Category Leading Brands in Marketing
Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.
Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts. -
S8 E1: News Break: The Death of Cereal, Outdoor Voices Goes Bankrupt, Selecting Ad Agencies
Moiz is amped. Ok… So Moiz is always amped, but this time he’s EXTRA amped and ready to ditch the gym to hop on the Ozempic bandwagon. So what if he doesn’t *actually* need it?
The boys wonder what happens when millions of Americans stop chowing down on that extra box of Cinnamon Toast Crunch once the Ozempic kicks in— is this the beginning of the end for big snack brands like General Mills and Kellogg’s, or can they find a way to prepare for the impending snackopalypse? Can big box brands deal with the skinny-fication of America?
And what the heck is happening with Outdoor Voices? Just when you thought there couldn’t be any more drama with the fledgling company, the troubled athleisure brand managed to finally hit rock bottom. How did the newly bankrupt company handle the firing of its entire staff? Not well. Let’s just say not well.
Plus, Nik and Moiz discuss the volatility in Facebook ads affecting the entire market, what to consider when selecting an ad agency, and tell the tale of some rich, really old dude named Nelson Peltz and his erratically alpha share-buying habits.
Unravel the complexities of fulfillment with Red Stag - a 3PL that guarantees zero shrink, zero mispicks, and zero missed shipments. Backed by performance assurances, they ensure excellence in every order —Literally, RedStag offers coverage at no additional cost for any guarantee that is missed AND $50 reimbursement per instance for the inconvenience. Discover why Red Stag isn't just another fulfillment provider - visit redstag.com/limited today.
00:01:28 - Facebook Volatility and Business Updates
00:06:42 - Gender Targeting Challenges in Marketing
00:14:35 - Mastering Content Creation for Facebook Ads
00:15:34 - Warming Up Creatives in Marketing
00:23:21 - TikTok Usage Declines as Shops Rise
00:26:37 - Vetting Agencies for Facebook Ad Management
00:32:29 - Questions to Ask Before Hiring a Facebook Ads Agency
00:34:27 - Outdoor Voices Rumored Bankruptcy Raises Ethical Concerns
00:45:47 - Tesla's Advertising Spending Skyrockets in 2023
00:46:39 - Ozempic Threatens Big Snack Industry
00:54:53 - The Curious Case of Nelson Peltz and Disney
Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.
Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.
Follow Nik:
Twitter: https://www.twitter.com/mrsharma
Follow Moiz:
Twitter: https://www.twitter.com/moizali -
S7 E12: Listener Mailbag: Lessons From Failure, Going to War with Your 3PL, and Building a Kickass Landing Page
As a CEO, failure is imminent. So just… Don’t make the same mistakes twice like Moiz, ok?
It’s another Q&A episode, and Nik and Moiz are tearing into some of your best questions from their Slack channel.
What are the five questions all landing pages must have? What’s the best way to manage your Facebook ads? And what the heck do CEOs actually do all day anyways?
Moiz gets personal and reveals the one mistake he made TWICE. Why is it the sexiest business ideas that are always the ones most doomed to failure?
And later, Nik and Moiz explain why talking to people who have had negative experiences with your 3PL is vital before selecting your supplier. Why is Moiz sharpening his knives at the thought of some of his old suppliers?
Yeah. He’s preparing for war this week. Tune in to find out why.
Give customers more choice—and save your margins—with Postscript CashBack.
This is the better alternative to coupons.
Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more.
Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited
00:03:21 - Thrasio Faces Bankruptcy After Failed Deal
00:06:04 - Effective Landing Page Structure Tips
00:15:35 - Daily Life of a Busy Entrepreneur
00:23:14 - Managing Cash Flow Amid Facebook Ads Downturn
00:32:15 - Learning from Failure: The Key to Success
00:37:25 - Optimizing Profit vs. Product Fit
00:42:18 - Efficient Ways to Find Suppliers
00:47:23 - Exploring Resources for Product Sourcing
00:49:58 - Limited Supply Podcast Season Eight Coming Soon
Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.
Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.
Follow Nik:
Twitter: https://www.twitter.com/mrsharma
Follow Moiz:
Twitter: https://www.twitter.com/moizali -
S7 E11: An SMS Marketing Masterclass with Postscript Co-Founder Alex Beller
Limited Supply: 🚨FLASH NEWS 🚨
Postscript President is selling the secrets to his SMS success.
Listen in with us!
Or text STOP to opt-out.
Get in loser, we’re going texting.
In this ep, Moiz is breaking down everything you need to know about leveraging SMS to drive your revenue and accelerate your DTC’s growth. Alex Beller, co-founder of Postscript, stops by for some one-on-one time with Moiz, to reveal how his little startup that could grew to compete with the likes of giants like Klaviyo and Attentive. What is Postscript doing to set the stage for longevity that Attentive and Klaviyo aren’t?
Alex and Moiz discuss the ins and outs of SMS marketing for e-commerce brands, tackling every nitty gritty detail you need to succeed. What’s the importance of conversational messaging? What are the challenges of pricing in the SMS space? How should you be thinking about segmentation?
And later, they touch on the role of investors, unravel the power of community engagement, and make some intriguing predictions about the future of SMS marketing.
Give customers more choice—and save your margins—with Postscript CashBack.
This is the better alternative to coupons.
Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more.
Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited
00:01:33 - How Postscript Started Making Thousands
00:06:45 - Deciding Pricing: Email vs. Texts
00:07:47 - Postscript Raises $375K in Funding
00:12:40 - Differentiating Between Postscript, Attentive, Klaviyo
00:16:13 - Increase Conversion Rate with Onsite Opt-In
00:21:40 - Differentiating SMS Products with Conversational Messaging
00:23:40 - Understanding the 160-Character Limit Mystery
00:24:56 - Differences in Text Messaging Platforms
00:37:30 - Text Message Campaigns vs. Flows: Volume Insights
00:38:04 - Brands Underutilizing Text Message Marketing
00:42:34 - Incentivizing Trained Salespeople for E-commerce
00:46:37 - Scalable Text Messaging for Sales
00:56:12 - Unique Strategies for Early Client Acquisition
Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.
Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alex-beller-70452852/
Twitter: https://twitter.com/ringmybeller
Follow Nik:
Twitter: https://www.twitter.com/mrsharma
Follow Moiz:
Twitter: https://www.twitter.com/moizali -
S7 E10: This Simple Hack Produces a 78% Better ROAS
Listen up kiddies, and let Nick and Moiz tell you the story of ages past.
Back in their day, before you had to worry about finding a MAX-9 brochure sitting in the plane seat in front of you, you used to look forward to busting open the germ-covered pages of the Skymall catalog on plane flights. Where else could you order a ton of crap you never knew you needed?
But Skymall, and the catalog disappeared. Now, Facebook catalog ads are determined to fill the void of flipping pages upon pages of products. Nik and Moiz dive into the nitty gritty details of why your DTC can't afford not to harness the power of Facebook catalog ads before explaining how to implement them the right way. Is it a smart move for your DTC? And just how much can they boost your ROAS?
Then, the guys discuss if Klaivyo is becoming obsolete. With diminishing stock prices since the company IPO’d, is it possible the service is finally ending its stronghold over the DTC community?
Plus, Nik shares the top subscription stoppers that hinder customers from signing up for subscription services and later, he and Moiz tackle the Thrasio bankruptcy.
Give customers more choice—and save your margins—with Postscript CashBack.
This is the better alternative to coupons.
Offer customers a CashBack option anywhere you use a coupon—popups, welcome series, or over SMS and email. When customers select a store gift card for their CashBack option, they return to purchase multiple times and spend more.
Postscript is the DTC darling of SMS for a reason—they’re in the biz of making brands more money–more efficiently. Learn more at postscript.io/limited
00:01:14 - Effective Facebook Catalog Ads and Subscription Strategies
00:02:12 - Creating Effective Facebook Catalog Ads
00:16:32 - Klaviyo Doubles High-Paying Customers in 2023
00:27:24 - Overcoming Subscription Barriers in Marketing
00:32:29 - Why People Cancel Consumable Subscriptions
00:40:02 - Make Unsubscribing Easy for Customers
00:44:26 - E-commerce Aggregator Thrasio Declares Bankruptcy
00:52:21 - Klaviyo's Inventory Management
Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.
Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ
And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik and Moiz’s most unfiltered, uncensored thoughts.
Follow Nik:
Twitter: https://www.twitter.com/mrsharma
Follow Moiz:
Twitter: https://www.twitter.com/moizali