Unpacked with Casey Armstrong

ShipBob

Unpacked is where the truth behind starting and growing a brand comes out. Casey Armstrong, Chief Business Officer at ShipBob, sits down with the founders and CEOs who have built the new age of household name brands and asks the questions you wish you could. What broke. What did they get wrong. What would they do differently. And what drives them to do what they do. Every founder and business has a story. Most of them never get told. New episodes drop weekly. Subscribe wherever you listen.

Episodes

  1. 1d ago

    Ryan Babenzien (Jolie) - The Shower Idea That Built a $65M Business with Just 5 Employees

    On this episode, Jolie CEO and Co-Founder Ryan Babenzien joins us to unpack: The shower moment that turned years of whiteboard thinking into the idea for Jolie, a filtering shower head positioned as a beauty and wellness product, not a plumbing fixWhy having the lowest return rate in footwear e-commerce at GREATS still wasn’t enough to make it a good business, and how that frustration became the “one size fits all” blueprint for JolieSelling GREATS to Steve Madden, planning to take four months off afterward, and lasting four weeks before starting JolieWhy Ryan believes a brand can be built on word of mouth alone, a philosophy he traces to a broader lifetime of observing human behavior rather than just his earlier years as a talent agent in LA, and how giving away the first 150 units of Jolie turned into nearly 80,000 pieces of user-generated content and a 70% conversion rate in four and a half yearsWhy Jolie leans into being the “bad boys of beauty,” including the truck ad that told New Yorkers their shower water was dirtier than the truck itselfThe clinical trials Jolie started funding as soon as the company turned a profit, and the growing list of benefits, from less hair shedding and breakage to improved skin elasticity, they’ve since provenWhy a nearly overlooked retention problem, an unsubscribe flow that sent just one email and no texts, got fixed fast once the company’s new president, a former summer intern, was asked to focus on itThe surprising culprit still driving most of Jolie’s subscription churn, failed credit card authorizations rather than people actually canceling, and why Ryan admits they haven’t fully automated a fix yetWhy Ryan thinks the venture-backed world’s obsession with celebrating capital raises and headcount is “crazy,” and how a friends-and-family round, after regretting how little he raised at GREATS, shaped a five-person team now doing $65 million a yearThe hands-off hiring philosophy that followed years of personally approving every product photo at GREATS, and why Ryan says most people who claim they don’t want to be managed are actually wrong about thatWhy the company is named after his wife, and how she’s made peace with having a shower product named after herLearn more about Jolie at jolieskinco.com

    Ryan Babenzien (Jolie) - The Shower Idea That Built a $65M Business with Just 5 Employees
  2. Oct 14

    Kat Schneider (Ritual) - $50 and a Suitcase to Nine Figures, and Fixing the Supplement Industry

    On this episode, Ritual CEO and Founder Kat Schneider joins us to unpack: Arriving in Brooklyn from Crimea at four and a half with $50 and a suitcase, living in a welfare hotel, and the lesson she took from her parents: your circumstances don’t determine who you becomeLosing her first job out of college when Lehman Brothers collapsed, and the moment she realized she loved the decks and design more than the financial modelsWhy she left running Troy Carter’s investment fund while four months pregnant, and what happened when she told him she was starting a company (he became her first investor)Walking the supplement aisle pregnant, unable to find a prenatal she trusted, and the “founder gut” instinct that led her to chase down the owner of the four-letter domain ritual.com until he agreed to swapWhy she threw out her first round of branding, the first money she raised, and the story behind the Ukrainian yellow and blue she didn’t realize she’d chosenThe investor who told her she could “either start a family or a business, but not both,” and why pregnancy, postpartum, and perimenopause were dismissed as niche when together they make up the whole women’s health experienceWhy the supplement category exploded from 4,000 to over 100,000 products in 30 years with almost no regulatory updates, and why “clinically studied” has no legal definitionWhat it takes to put $5 million into human clinical studies, why they’re harder and more expensive with women as subjects, and Ritual’s commitment to clinicals on every product by 2030The prenatal study on folate vs. folic acid, and the postnatal study showing how a mom’s supplementation affects the quality of her breast milkHow Ritual got SB 646 passed in California, and what the team is pushing for in Washington on heavy metal limits, clinical claims, and ingredient transparencyWhy Kat launched with a multivitamin and waited two years to release a prenatal, and how her earliest customers are now entering perimenopauseWhy she says running a business in this category is an “onion parfait,” and what a theater program taught her about not letting her daughter quitBiking her three kids from Hollywood to LAX with luggage in tow, and why her daughter told the team they’re now working for the six-year-oldLearn more about Ritual at ritual.com

    Kat Schneider (Ritual) - $50 and a Suitcase to Nine Figures, and Fixing the Supplement Industry
  3. Oct 7

    Steve Chapman (Hyro) - Influencers as Investors, Selling Out 9x, and Moving to the US to Go All In

    On this episode, Hyro CEO and co-founder Steve Chapman joins us to unpack: Why Steve turned down a safe corporate job with a baby on the way and put his long service payout into Hyro, a bet he now calls "extremely irrational"Why Hyro skipped paid posts and put ten of Australia's top creators on the cap table, and the three questions Steve asked each one before they got inThe "cold start" problem every founder faces, and why Steve says ownership beat a $100K paycheck for the influencers who backed HyroWhy selling out nine times is a nightmare, not a win, and the growth math that leaves a brand at 30% month over month "four times behind" within a few monthsWhat it felt like to lose $100,000 on a first startup, then get a cease and desist from Facebook right after it deleted the integration the whole business ran onWhy Steve walked away from the nootropic brand he built to 7,000 stores and $60M in sales rather than sign a 3-5 year earn-outWhy Steve would run 12 to 18 months of hard DTC before launching in retail, and the 120-day cash conversion cycle that makes retail so brutal for a fast-growing brandHow Steve uses AI agents to run 80-90% of Hyro, and the "Hyro AGI" that sits in the middle of the company reading everythingWhy Steve moved a seven-month-old and a two-and-a-half-year-old across the world, and why he says you can't run the US as a side hustleThe story behind Steve running a marathon in a giant Hyro mascot suit, and the moment 7K in when he called his wife to say a sub-three was off the tableLearn more about Hyro at https://drinkhyro.com/

    Steve Chapman (Hyro) - Influencers as Investors, Selling Out 9x, and Moving to the US to Go All In
  4. Sep 30

    Tyler McCann (Taste Salud) - 500 Units Sold on Day One, Then Winning Walmart and Target

    On this episode, Taste Salud CEO and co-founder Tyler McCann joins us to unpack: Meeting his co-founder Josh Leyva at the gym, and realizing an influencer with an audience plus an operator with supply chain experience was a stronger formula than either aloneEight years at MusclePharm, watching it grow into a $180 million Costco staple with Tiger Woods as a spokesperson, then watching it collapse after new ownership tried to do too many things at onceBringing that lesson into Salud by staying disciplined about one hydration line instead of chasing every trending categoryStarting with just 500 units of one flavor, selling out completely on launch day, and fulfilling those first orders by hand out of their own houses before finding ShipBobBuilding the brand around three pillars: authentic Latino flavors rooted in Josh's heritage, only one gram of sugar, and 2-in-1 benefits in every productGetting a DM from a Walmart buyer with no profile picture that turned into their first retail deal, and why starting with 500 stores instead of going chain-wide was the right callWhy nailing one retailer before chasing the next gave them a stronger story that eventually led Target to reach out directlyWatching their horchata flavor go nowhere for months, then become a top-3 seller almost overnight once TikTok Shop discovered itSponsoring the Mexico national soccer team, activating at Coachella, and experiencing Día de los Muertos in Oaxaca as part of building the brandStaying bootstrapped for five years by choice, why that discipline forced better decisions, and where they stand now on raising venture capitalLearn more about Taste Salud: https://tastesalud.com/

    Tyler McCann (Taste Salud) - 500 Units Sold on Day One, Then Winning Walmart and Target
  5. Sep 23

    Victoria Thain Gioia (Perelel) - Shipping the First Order from Her House, and Landing the Today Show

    On this episode, Perelel CEO and co-founder Victoria Gioia joins us to unpack: Why her daughter's birth sent her down a research rabbit hole into the gaps in prenatal vitamins, and how that became the idea for PerelelBuilding the first OB-GYN founded vitamin company, and why she needed a medical co-founder who put her patients firstQuitting her job in January 2020, three months before Covid hit, to start a supplement brand from scratchLocking in a manufacturing partner just weeks before shutdowns, then finishing the entire process over video calls with no in-person site visitsWhy they refused to cut a single SKU, even when nickel-and-diming every other cost, because conception, each trimester, and postpartum all needed their own productShipping the very first orders from her own house, with a pallet arriving that morning, to hit their September 30th launch dateWhy "always by her side" became both the founding philosophy and the origin of the name PerelelBuilding credibility as an online-only brand with zero retail presence, and the line she wouldn't let the brand cross on marketing claimsLanding a Today Show feature that traced back to the same building at 30 Rockefeller Center where she started her career in investment bankingWhat it's been like running the business while surviving her own version of "thriving in the chaos," from Covid logistics to family life with four kidsLearn more about Perelel: https://perelelhealth.com/

    Victoria Thain Gioia (Perelel) - Shipping the First Order from Her House, and Landing the Today Show
  6. Sep 9

    Stephanie Lee (PetLab Co.) - Becoming Co-CEO, Two Rebrands, and Selling to Private Equity

    On this episode, PetLab Co. Co-CEO Stephanie Lee joins us to unpack: Stephanie's "hungry, not just smart" hiring filter, and the interview questions she uses to find out if a candidate wants the job to be their whole hustle, not just a paycheckThe blunt piece of advice a former founder-boss gave her about disagreeing openly but committing fully once a decision is made, and why she still thinks about it todayHer "don't touch anything for the first 30-60 days" rule for any new senior hire, and whether she actually followed her own advice when she joined PetLabThe year a manufacturing plant got struck by lightning in the middle of Covid, and how she triaged a business that was drowning in supply chain chaos all at onceWhy PetLab pulled out of Germany after a nine-month launch, and the cultural blind spot that trips up so many DTC brands going internationalHow a co-founder's "I just want to do creative marketing, can you run the rest of the business" conversation turned Stephanie from COO into co-CEOHer honest take on when a founder-led company should hand the reins to a professional CEO, and how PetLab is thinking about that gap todayWhy PetLab put itself through two rebrands to build a more "scientific," trust-first brand, and the hidden cost that came with heavier bottles and higher shipping feesWhat the 12-month process of getting acquired actually looked like, and the part of it that surprised her most

    Stephanie Lee (PetLab Co.) - Becoming Co-CEO, Two Rebrands, and Selling to Private Equity
  7. Sep 2

    Greg Taylor (Step One) - Starting with $800 and Couch Surfing to 30M Units Sold and IPO

    On this episode, Step One Clothing CEO and Founder Greg Taylor joins us to unpack:  Starting with $800 to his name and living on a friend's couch, and the moment a billionaire's friend told him his underwear idea had a "0.1% chance" of ever making a dollar Why Greg flew to China's Canton Fair with no brand, no samples, and no name, and got laughed out of factory after factory before one agreed to work with him The "cup sizes for men" idea that seemed absurd to manufacturers but became the breakthrough behind Step One's anti-chafe design How Greg ran quality control on shipping containers from Australia during Covid, without ever setting foot in the factory, by weighing boxes over video call Why the "pair for a pair" referral campaign spiraled out of control, with customers destroying their old underwear on camera in increasingly unhinged ways What it actually felt like to ring the bell at the Australian Stock Exchange as the sole shareholder, with no outside funding, no co-founders, and no debt, and why the real moment happened a week earlier Why Greg compares being a public company to everyone being able to see exactly how much money is in your bank account The out-of-the-blue LinkedIn message from John Lewis that turned Step One into a UK retail brand almost overnight Why Greg says the single hire that most changed the business wasn't in marketing or ecommerce, but a chief legal officer How fatherhood forced Greg to put rigid boundaries around his time, and the "be the dumbest person at the table" philosophy behind how he hires Why Greg believes AI is about to drive the biggest shift business has seen in a hundred years New episodes of Unpacked with Casey Armstrong drop weekly. Subscribe wherever you listen to podcasts.

    Greg Taylor (Step One) - Starting with $800 and Couch Surfing to 30M Units Sold and IPO
  8. Aug 26

    Harley Finkelstein (Shopify) - Building a 100-Year Company & the Future of AI Commerce

    On this episode, Shopify President Harley Finkelstein joins us to unpack: Why Harley says entrepreneurship is "the greatest equalizer," and how watching his refugee father and his grandfather's egg stall shaped how he thinks about starting a businessThe research Shopify did into why the average tenure of an S&P 500 company has dropped from 30 years to under 20, and what that taught Harley about building a "100-year company"Why Shopify deliberately ships features before they're fully baked, and which parts of the platform, like checkout and payments, are never allowed to breakWhat happened when Harley typed the same request into ChatGPT and Google looking for a screen-free phone for his daughter, and why one sent him to Best Buy and the other sent him to a small independent brandThe eye-opening stat Harley shared on Shopify's earnings call: over 70% of orders coming from AI agents are for products outside Shopify's top 100 categories, and what that means for small merchants versus big box retailersWhy Harley believes agentic commerce is the first truly "merit based" discovery tool, and what separates lasting celebrity brands like Emma Chamberlain's coffee company from one-hit-wonder influencer launchesThe story behind Fire Belly, the seven-figure tea company Harley started during the pandemic with his best friend, and why running his own Shopify store makes him a better product leaderWhy Harley calls himself and Shopify "spiky, not well-rounded," and how knowing exactly what you're good at shapes how he spends his time as presidentThe "cha-ching" sound that Harley calls the secret handshake of the Shopify merchant community, and the story of hearing it in a random airport

    Harley Finkelstein (Shopify) - Building a 100-Year Company & the Future of AI Commerce

Ratings & Reviews

5
out of 5
3 Ratings

About

Unpacked is where the truth behind starting and growing a brand comes out. Casey Armstrong, Chief Business Officer at ShipBob, sits down with the founders and CEOs who have built the new age of household name brands and asks the questions you wish you could. What broke. What did they get wrong. What would they do differently. And what drives them to do what they do. Every founder and business has a story. Most of them never get told. New episodes drop weekly. Subscribe wherever you listen.

You Might Also Like