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The DTC Bust's defining moves.

The defining strategic moves at The DTC Bust — each one explained and grounded in the record.

The Distribution Rebellion · Distribution Rebellion

The DTC Brands Weren't Direct-to-Consumer. They Were Renting a Facebook Targeting Engine.

The story is that DTC brands hit a wall in 2023. Wrong year, wrong cause. The reckoning landed in 2022, when pooled median operating margin sank to -0.9% — because Apple's privacy change had already quietly repossessed the one asset these brands actually rented: Facebook's ability to find the next customer cheaply.

The DTC Bust — the defining moves | Stratrix