Tag

Direct To Consumer

All articles tagged with #direct to consumer

Adam Smith Becomes Disney's Sole DTC Chief as Earley Shifts to TV Leadership
business22 days ago

Adam Smith Becomes Disney's Sole DTC Chief as Earley Shifts to TV Leadership

Disney is consolidating its direct-to-consumer operations: Adam Smith is named sole Chairman, Direct-to-Consumer, Disney Entertainment, overseeing Disney+ and Hulu, with responsibilities spanning product, engineering, advertising technology, programming strategy and analytics. Joe Earley is promoted to President of Disney Entertainment Television Franchise and Content Strategy, reporting to Debra O’Connell, and will lead the development of franchises across international originals, production, labor relations and talent development while overseeing content and production for international originals and related initiatives. The moves come amid a broader DTC efficiency push and ongoing restructuring under CEO Josh D’Amaro, with rumors of layoffs and a potential reorganization across Disney’s divisions.

Disney Exec Eric Schrier Quits DTC Post to Pursue Producing Venture
business22 days ago

Disney Exec Eric Schrier Quits DTC Post to Pursue Producing Venture

Eric Schrier, a 26-year Disney/FX veteran and former president of Direct-to-Consumer International Originals, Strategic Programming and Emerging Media, is stepping down from his executive post to launch a producing partnership with Disney Entertainment Television. He will work across divisions—FX, Hulu/Disney+, and 20th Television—under a developing producing arrangement, following Disney’s leadership reshuffle that elevated Adam Smith and Joe Earley and signals a return to his creative roots.

MS NOW tests paid 'super fan' membership to boost digital reach
business1 month ago

MS NOW tests paid 'super fan' membership to boost digital reach

MS NOW will launch a paid membership program on Sept. 9 to engage its most devoted viewers, priced at $7.99 per month or $79.99 annually, offering perks such as members-only content, direct interaction with network personalities, a community space, and a 24/7 live feed as part of a broader push to grow its direct-to-consumer business amid declining cable viewership.

Nike stock sinks to 11-year low as turnaround doubts mount
finance1 month ago

Nike stock sinks to 11-year low as turnaround doubts mount

Nike shares fell to their lowest since 2014, slipping about 4% and wiping out over $200 billion in market value from their 2021 peak as doubts about a turnaround grow. Weak direct-to-consumer sales and a fresh analyst downgrade weigh on sentiment, with UBS noting July secondary-market prices for Nike and Jordan footwear fell year over year, signaling softer brand momentum before a sustainable growth recovery is seen.

On Holding tumbles ~22% after Q2 miss, trims full-year growth outlook
finance1 month ago

On Holding tumbles ~22% after Q2 miss, trims full-year growth outlook

On Holding AG's stock fell about 22% after its second-quarter revenue missed estimates and the company cut its full-year net sales growth outlook to the low-20% range (CC). Q2 EPS was CHF 0.31 vs. CHF 0.29 expected, while revenue was CHF 850.3 million vs. CHF 881.4 million consensus. Growth was led by a 34.3% CC increase in direct-to-consumer, Asia-Pacific accounting for >20% of sales, and apparel up 56.2% CC. Gross margin rose to 65.4% and adjusted EBITDA margin to 19.8%. For the year, gross margin guidance was raised to at least 65% and EBITDA margin to 19.5-20.0%, with net sales guidance of CHF 3.47-3.56 billion, below a Citi consensus and signaling pressure into the second half.

P&G bets on health push with $3.8B Thorne deal
business2 months ago

P&G bets on health push with $3.8B Thorne deal

Procter & Gamble is buying supplement brand Thorne for $3.8 billion to accelerate growth of its health and wellness division. The deal follows Thorne’s long-running presence since 1984, its private-equity ownership in 2023, and more than $500 million in revenue in 2025, with the company expanding direct-to-consumer sales. P&G CEO Shailesh Jejurikar described Thorne as a well-run asset with potential to become a billion-dollar brand, as the acquisition moves toward formal announcement.

Whole-body MRI resurges as social media fuels interest, but experts warn of limited benefit and potential harm
health2 months ago

Whole-body MRI resurges as social media fuels interest, but experts warn of limited benefit and potential harm

Elective whole-body MRI screenings are climbing in popularity driven by social media, with proponents arguing for early cancer and condition detection. Medical experts caution these scans often do not improve survival, can lead to unnecessary testing and surgeries from false positives, and come with substantial out-of-pocket costs (about $1,500–$4,000) that insurers rarely cover. Physicians urge weighing benefits against risks and discussing personal history with a primary care provider before deciding.

Disney’s Moana Opening Refocuses Investor Bets on Streaming Economics and IP
business2 months ago

Disney’s Moana Opening Refocuses Investor Bets on Streaming Economics and IP

Disney’s live‑action Moana opened softer than expected, but the core investment thesis remains anchored in its Experiences business, strong IP, and a rising dividend. The softer box office intensifies debate over streaming economics, with some analysts urging more monetization through licensing rather than full direct‑to‑consumer distribution, though any leadership‑driven shift could be costly and uncertain.

Versant to Buy Full Swing for $530 Million, Boosting Golf Tech & DTC Growth
business3 months ago

Versant to Buy Full Swing for $530 Million, Boosting Golf Tech & DTC Growth

Versant Media unveiled plans to acquire Full Swing, a golf-simulation and performance-data firm, for $530 million in cash from Bruin Capital and minority investors. The deal aims to expand Versant’s direct-to-consumer golf footprint (through Golf Channel, GolfNow, and GolfPass) and build a broader multi-sport tech platform for athletes, coaches, and fans, with a target of a 50/50 revenue split between new digital/DTC businesses and legacy media. Full Swing CEO Ryan Dotters will report to Versant president of digital platforms Will McIntosh, and closing is expected in the second half of 2026.

Slate's $25K EV Truck: A Narrow Path to Sub-$20K Pricing
technology3 months ago

Slate's $25K EV Truck: A Narrow Path to Sub-$20K Pricing

Slate Auto’s electric pickup now starts at $24,950 (SUV version $29,950). The much-discussed sub-$20,000 price lives on only for a small group of buyers who meet strict, income-based state incentives and, in some cases, purchase through an in-state dealer. With the federal $7,500 credit repealed, most of the remaining discounts depend on generous but limited-state programs (California’s up to $12,000 via Clean Cars 4 All for low-income households; Maine up to $8,000; Oregon’s Match/Charge Ahead program, paused and then reopening), plus funds that can run out mid-cycle. Slate’s direct-sales model can also affect eligibility in certain programs. In practice, the truck starts around $25k before taxes and fees for most buyers, with only a few states and circumstances yielding teen-dollar savings—making the “under $20k” headline applicable to a highly restricted audience. Delivery is targeted for late 2026.

Slate’s Budget EV Truck Bets on Simplicity to Slash Price
technology3 months ago

Slate’s Budget EV Truck Bets on Simplicity to Slash Price

Slate Auto unveils the “Blank Slate” entry-level electric pickup starting just under $25,000, trading modern comforts for roll-down windows, no built‑in stereo, and a minimalist steel chassis. The company aims to undercut gas-powered rivals by offering a highly customizable, à la carte design sold directly to consumers, with options that can push the price into the mid-to-high $30k range. While the retro approach signals affordability, whether price-conscious buyers will embrace a basic, “flip-phone on wheels” EV remains uncertain, though Slate’s model could appeal to shoppers exhausted by rising vehicle costs and complex feature bundles.

Screening Paradox: Why More Tests Don’t Always Improve Your Health
health3 months ago

Screening Paradox: Why More Tests Don’t Always Improve Your Health

A health explainer warns that more testing isn’t always better: essential screenings like blood sugar and blood pressure can prevent disease, but direct-to-consumer tests and whole-body MRIs often yield incidental findings that lead to costly, unnecessary follow-up and anxiety. Clinicians should guide testing with evidence-based, life-stage recommendations, and readers are urged to question whether a test reduces mortality or just increases diagnoses. In the meantime, focusing on proven basics—healthy lifestyle, regular care, and meaningful activities—remains the best path to health.

Mammoth Brands eyes IPO as it scales a disruptor-led CPG empire
business4 months ago

Mammoth Brands eyes IPO as it scales a disruptor-led CPG empire

Mammoth Brands, the private-label consumer goods group behind Harry’s, Lume, and Coterie diapers, is weighing an IPO later this year while aggressively expanding through acquisitions and scale-up of online-first brands. In 2024 it reported about $835 million in revenue and roughly $100 million in adjusted EBITDA, with more than 20% revenue CAGR over five years. Since buying Lume in 2021 and renaming Harry’s Labs to Mammoth Brands in 2025, it acquired Coterie for over $1 billion in late 2025, with Coterie posting over $200 million in net revenue in the trailing 12 months. Mammoth aims to become a modern, omnichannel CPG platform by adding a handful of sizable brands, pursuing 1–2 deals per year to reach eight to ten brands within 3–4 years, and continuing a strong online-first growth strategy while expanding into traditional retailers like Target.

A 28-Year-Old CEO Turns Nostalgia Into a Refurbished-Gadget Business
business4 months ago

A 28-Year-Old CEO Turns Nostalgia Into a Refurbished-Gadget Business

London Jackson (Kickback) builds a direct-to-consumer line of reimagined retro tech and refurbished gadgets (e.g., Motorola Razr phones, portable CD players, 2000s-style cameras) targeting Gen Z, using social media to market an offline, nostalgia-driven lifestyle. In 2025 Kickback surpassed $750,000 in revenue with over 7,000 products sold and about $460,000 in gross profit, backed by roughly $300,000 in VC funding. The company relies on a network of refurbishers, recently hired a COO to scale, and is expanding with new product lines and collaborations like a Brent Faiyaz-inspired camera line.