Limited Supply

Nik Sharma

So many DTC brands think nice PR is more important than honesty. But that’s not us. I'm Nik, and I'm 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 has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else. 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.

  1. S16 E9: Why DTC Brands Need AI-Driven Personalization (with Liam Millward, Co-founder and CEO at Instant)

    1 day ago

    S16 E9: Why DTC Brands Need AI-Driven Personalization (with Liam Millward, Co-founder and CEO at Instant)

    AI is shifting ecommerce from manual, broad marketing to fully autonomous, hyper-personalized systems…and if you don’t get onboard soon, you could be left behind. Liam Millward, co-founder and CEO at Instant, returns to Limited Supply for a deep dive into how AI is completely reshaping ecommerce, retention marketing, and the way modern brands operate. Nik and Liam break down how brands are moving from generic flows and static campaigns to fully dynamic, individualized experiences where every shopper receives a unique email, message, and buying journey. They also discuss: Why AI-first brands are moving faster than legacy companies The evolution from ChatGPT interfaces to autonomous agents How retention marketing is becoming as important as acquisition This episode is packed with practical insights for founders, marketers, ecommerce operators, and anyone trying to understand where AI is taking business next.--- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠⁠⁠⁠instant.one/sharma⁠⁠⁠⁠. --- Want more DTC advice? Check out the⁠⁠⁠⁠ Limited Supply YouTube page⁠⁠⁠⁠ for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠⁠⁠⁠⁠ Limited Supply Slack Channel⁠⁠⁠⁠⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s ⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma⁠⁠⁠

    46 min
  2. S16 E8: Your Retention Strategy Is Probably Broken

    20 May

    S16 E8: Your Retention Strategy Is Probably Broken

    What actually keeps customers coming back? In this episode of Limited Supply, Nik sits down with retention expert Joseph Siegel from Boring Ecom (https://www.boringecom.com/) to break down the systems behind high-retention ecommerce brands. From his time leading growth and retention at Feastables to building retention programs for some of the fastest-growing supplement brands in the world, Joseph shares how modern retention goes far beyond email marketing. They dive into onboarding flows, product inserts, gifting strategies, subscriber psychology, and why the best brands obsess over customer experience at every touchpoint. They also explore how AI is changing ecommerce operations from CRO systems and generative email workflows to building smarter customer insights with tools like Claude, Manus, Fireflies, and OpenAI voice models. If you run a subscription brand, consumable product, or ecommerce company focused on long-term growth, this episode is packed with actionable retention strategies. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠⁠⁠instant.one/sharma⁠⁠⁠. --- Connect with Joseph on LinkedIn: https://www.linkedin.com/in/joseph--siegel/ Check out Boring Ecom: ⁠https://www.boringecom.com/⁠⁠⁠⁠⁠ --- Want more DTC advice? Check out the⁠⁠⁠ Limited Supply YouTube page⁠⁠⁠ for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠⁠⁠⁠ Limited Supply Slack Channel⁠⁠⁠⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s ⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

    56 min
  3. S16 E7: How Brands Are Winning on Reddit Right Now

    13 May

    S16 E7: How Brands Are Winning on Reddit Right Now

    The internet’s most trusted product reviews aren’t coming from brands anymore…and most companies still haven’t caught on. Nik Sharma sits down with Vinay Sridhar from Reddit, Inc. to unpack one of the biggest shifts in commerce right now: why Reddit has quietly become the most influential product research layer on the internet…and how brands are massively underutilizing it. Vinay breaks down how the platform went from “memes and karma” to a high-intent decision engine where real purchase decisions happen daily. They explore how AI has actually increased the value of human conversation, why Reddit threads are now baked into everything from Google results to AI recommendations, and what that means for the future of marketing. They also dive into the biggest mistake brands make on Reddit: showing up like a brand.  If you’re a brand trying to win in a world flooded with AI-generated content, this episode is your guide to tapping into the last truly human corner of the internet. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠⁠instant.one/sharma⁠⁠. --- Want more DTC advice? Check out the⁠⁠ Limited Supply YouTube page⁠⁠ for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠⁠⁠ Limited Supply Slack Channel⁠⁠⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s ⁠⁠⁠DTC newsletter⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠ https://www.twitter.com/mrsharma⁠ --- Connect with Vinay on LinkedIn: https://www.linkedin.com/in/vinay-sridhar/ Learn more about Reddit Pro: https://nik.co/reddit-pro Explore Reddit Dynamic Product Ads: https://nik.co/dpa

    44 min
  4. S16 E6: The Funnel Strategy Driving Brands Right Now

    7 May

    S16 E6: The Funnel Strategy Driving Brands Right Now

    Most brands don’t fail because of bad products…they fail because their funnels don’t convert. In this solo episode, Nik breaks down the exact funnel strategies behind today’s fastest-growing brands and introduces his concept of performance branding: building brand and driving conversions at the same time. He shares a practical playbook for testing angles, finding winning audiences, and turning one idea into a high-converting funnel using listicles, landing pages, and creators. Plus, he breaks down how AI is making it faster than ever to build and scale. If you want to improve conversion and scale smarter, this episode gives you strategies you can start using immediately. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠instant.one/sharma⁠. --- Want more DTC advice? Check out the⁠ Limited Supply YouTube page⁠ for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠⁠ Limited Supply Slack Channel⁠⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s ⁠⁠DTC newsletter⁠⁠ Follow Nik on Twitter:⁠⁠ https://www.twitter.com/mrsharma⁠

    24 min
  5. S16 E5: What $100M E-Commerce Brands Know That The Others Don’t

    29 Apr

    S16 E5: What $100M E-Commerce Brands Know That The Others Don’t

    What actually separates a $2M brand from a $100M one? Nik Sharma joins John and Bart of The Checkout Podcast to break down what the fastest-growing e-commerce brands are doing differently, from product and brand to execution, hiring, and marketing strategy. The conversation goes beyond surface-level tactics and gets into the real drivers of scale: timing, talent, product quality, and relentless execution. Nik explains why most brands don’t fail because of marketing…they fail because they never build a true brand or a product good enough to scale. You’ll learn: - Why “right place, right time” still matters more than you think - The difference between a product business vs. a real brand - How top brands win with better execution, faster iteration, and more creative output If you’ve ever wondered why some brands explode while others plateau, this episode gives you the real answer! What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠⁠⁠instant.one/sharma⁠⁠⁠. --- Want more DTC advice? Check out the⁠⁠ Limited Supply YouTube page⁠⁠ for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠⁠ Limited Supply Slack Channel⁠⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s DTC newsletter: ⁠⁠⁠https://bit.ly/3mOUJMJ⁠⁠⁠ Follow Nik on X: ⁠⁠https://x.com/mrsharma⁠ Also, be sure to check out the Checkout Podcast at their YouTube channel

    1hr 23min
  6. S16 E4: 7 Strategies Behind Today’s Fastest Growing Brands

    22 Apr

    S16 E4: 7 Strategies Behind Today’s Fastest Growing Brands

    What are the fastest-growing DTC brands actually doing right now? In this solo deep dive, Nik breaks down the exact playbook behind today’s highest-performing consumer companies, especially in supplements, telemedicine, and subscription-driven businesses. After studying dozens of breakout brands and compiling 40+ pages of notes, Nik shares the 7 core strategies driving modern DTC growth, from acquisition to retention to product page optimization. At the center of it all is a major shift: the best brands aren’t optimizing for quick conversions anymore, they’re building for long-term value (LTV). Straight from the operators behind today’s fastest-growing companies—If you’re building, scaling, or optimizing a DTC brand, this episode is for you! --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠⁠instant.one/sharma⁠⁠. --- Want more DTC advice? Check out the⁠ Limited Supply YouTube page⁠ for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠ Limited Supply Slack Channel⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s DTC newsletter: ⁠⁠https://bit.ly/3mOUJMJ⁠⁠ Follow Nik on X: ⁠https://x.com/mrsharma

    45 min
  7. S16 E3: The Step by Step DTC Build Playbook

    16 Apr

    S16 E3: The Step by Step DTC Build Playbook

    What does it actually take to build a modern DTC brand? In this deep dive, Nik Sharma and David Perell unpack the real playbook behind today’s fastest-growing direct-to-consumer companies from first idea to scale. Nik shares how top operators think differently: instead of guessing, they validate everything. From testing fake brands before launch to using Facebook as a real-time messaging lab, he explains how the best brands remove risk and find what actually converts before going all in. They also go deep on brand strategy, from owning a color and standing out on shelves to building real differentiation in crowded markets. Nik explains why most brands fail (they look the same), and how the best ones win by creating a moat across product, story, and distribution. If you’re building (or thinking about building) a consumer brand, this breaks down how to go from idea → traction → scale without guessing. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: ⁠instant.one/sharma⁠. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s DTC newsletter: ⁠https://bit.ly/3mOUJMJ⁠ Follow Nik on X: https://x.com/mrsharma

    1hr 31min
  8. S16 E2: How to Break Through Your Next Growth Ceiling

    8 Apr

    S16 E2: How to Break Through Your Next Growth Ceiling

    Most brands don’t fail because ads stop working. They fail because everything around the ads is broken.  In this live session, Nik breaks down what actually separates $5–20M brands from the ones that scale to $50M+ and beyond. The answer isn’t “more spend” or “more creative,” it’s building the rest of the machine. He also breaks down the $500 (now ~$5K) “fake brand test” for validating ideas fast, why pre-launch email lists still win (and how to build one properly), and how top brands are using creators and content pre-launch.  If you’re stuck between early traction and real scale (or trying to figure out how to actually use AI beyond surface-level tools) this episode is a deep dive into what’s working right now. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns. Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: instant.one/sharma. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠ Limited Supply Slack Channel⁠ for Nik’s most unfiltered, uncensored thoughts. Check out the Nik’s ⁠DTC newsletter⁠ Follow Nik on Twitter:⁠ https://www.twitter.com/mrsharma⁠

    31 min

About

So many DTC brands think nice PR is more important than honesty. But that’s not us. I'm Nik, and I'm 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 has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else. 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.

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