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TitreDateDurée
How to Position Your Brand & Products: 5 Ways to Win Against “Better”14 Oct 202601:06:19

“Better is probably the worst word you could use in marketing.” 

How can a DTC brand stand out in a category full of identical promises? 

Matt Orlić (Co-Founder, Qure Skincare) joins Mike Beckham (CEO, Simple Modern) and Matt Bertulli (Founder, Pela Case & Lomi) to break down why brand positioning beats a better product. Each story shows how a brand can win a crowded category without inventing anything new. 

Qure’s water filters beat Jolie’s on technology and patents, yet Orlić can’t out-position them. Mike explains how Yeti took Thermos’s 1800s vacuum insulation and sold it for cold drinks. Once a position works, competitors move in, and the founders debate how to hold it. 

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Our Ecommerce Marketing Strategy vs. Real Data: Operators Build (E8)12 Oct 202600:56:50

“We know how to run ads. This is a playbook.” 

How should you market a new DTC brand in its first six weeks? 

Matt Bertulli (Founder, Pela Case & Lomi), Cody Plofker (Advisor & fmr. CEO, Jones Road Beauty), and Curtis Christopherson (Chief Growth Officer, Ammortal) hold the Winks marketing plan up against the results since launch. 

They built the brand for moms, yet men keep showing up to buy. Meta CPMs hit $800 until a free account fix and a smaller budget turned them around. Now creators and credible doctors have to bring CAC down to $100 before they scale. 

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Away’s CEO & New DTC Playbook: Amazon, TikTok Shop, and 300% Over Plan08 Oct 202601:29:03

“It’s about closing the imagination gap, not what it can do.” 

Jessica Schinazi (CEO, Away) joins Matt Bertulli (Founder, Pela Case & Lomi) and Curtis Matsko (CEO, Portland Leather Goods) to break down how she took the reins of a decade-old DTC pioneer and opened it to new channels in 18 months. 

Away builds luggage to last 7 to 10 years, which Jessica calls a horrible business model. She chases new buyers: Up to 9% of her Amazon category and a $400 suitcase sold out on TikTok Shop. Now she has to bring each customer home before a day-one startup steals them. 

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He Grew 4X as a Solo Founder. Now TJ Bongiorno (Outgoing Co) Has to Learn to Say No!07 Oct 202601:00:22

“You can have anything you want, but you can’t have it all at once.” 

Should you raise money when your only problem is working capital? 

Help an Operator Out (HAOO) is a series where real business owners join the podcast with live questions. In this episode, TJ Bongiorno (Founder, The Outgoing Co) brings two questions: when to raise capital and how to price the round. As a solo founder, he 4X’d the business to nearly $4M in a year. 

Nearly 90% of TJ’s revenue comes from powder, yet his cans perform 100X better on TikTok Shop. The hosts push him to choose which product leads his pitch. Matt makes the case for a price where investors win easily. Caught between seed funds and VCs, TJ needs a deal the right investors will take. 

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Every AI Tool We’re Using & 4 Pillars to Guide You: Operators Build (E7) 05 Oct 202601:00:49

“They’re the most capable ever, but not trained on your business.”

What pillars should every AI-first brand build, and which one comes first? 

Matt Bertulli (Founder, Pela Case & Lomi) and Cody Plofker (Advisor & fmr. CEO, Jones Road Beauty) open up the playbook behind Winks, a brand where AI does the grunt work and humans make the calls. Piece by piece, they break down the four components that make that split work. 

1. Company brain: Context, memory, skills 

2. Operating system (OS): Human interface 

3. Software and tools: Existing tech, SaaS 

4. Agents: Researcher, writer, analyst, etc. 

The era of “prompt engineering” is over. Company context lets agents upload ads and match landing pages without being told twice. Yet AI tools still misread research, which leaves one question: How much can you trust them? 

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How to Create Buying Moments: Give People a Reason to Buy All Year30 Sep 202600:53:52

“You’re never gonna make a big impact on Black Friday.”

Should you worry if frequent promotions will hurt your brand equity?

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case and Lomi), and Mike Beckham (CEO, Simple Modern) break down how Ridge manufactures demand instead of waiting for it. A slow summer becomes an 8-figure-plus sales season, anchored by a Lamborghini sweepstakes with Tony Hawk. 

Sean walks through how the campaign evolved from a $100K MVP into a five year, celebrity backed giveaway with a grand prize built in. He explains why a 45-day window beats trying to own a single day like Black Friday. The hosts continue to cover why a wider product catalog creates more natural sales peaks throughout the year. 

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Ecommerce Subscription Playbook & Benchmarks: Operators Build (E6)28 Sep 202601:23:06

“You almost feel stupid buying the product as a one-time customer.”

Why do some subscription brands retain customers and stack LTV while others lose them?

Matt Bertulli (CEO, Pela & Lomi) and Cody Plofker (Advisor & fmr. CEO, Jones Road) sit down with Aidan Thibodeaux (CEO, Skio) and Bernard Meyer (AI Operations Manager, Omnisend) to ask the questions every subscription brand needs answered.

Aidan argues that the offer matters more than anything else. He pushes quarterly plans and free gifts over discounts. Discounts train customers to wait for deals. He sets targets of 65% or higher for subscription take rate, 80–90% retention into the second order, and 35% at six months.

Bernard lays out the post-purchase basics, including a welcome email that sets expectations and check-ins after delivery. The group also debates when to ask for reviews, roasts Winks’ current buy box, then closes with quick skip buttons, subject line tests, and win back emails built on cancel flow data.

The question every subscription company needs to answer: What exactly are you promising a subscriber with recurring orders?

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How First Day’s Founder Alice Li Built a 9-Figure Kids Vitamins Brand From One SKU24 Sep 202601:22:52

How did First Day raise $1M and then build a 9-figure brand?

Alice Li (Founder & CEO, First Day) joins Matt Bertulli (CEO, Pela Case & Lomi) and Jason Panzer (President, HexClad) to unpack how she has sold over half a billion gummies and built a family wellness empire around kids’ vitamins.

After years of turning down retailers, First Day launched nationwide and became the number one kids vitamin in the country.

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30+ Black Friday Tips to Win the Holidays Like a 9-Figure Ecommerce Brand23 Sep 202600:52:40

“The best Black Friday offers don’t just increase orders, they increase AOV.”

Sean Frank (CEO, Ridge), Matt Bertulli (Founder, Pela Case x Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) share the Black Friday & Cyber Monday tips they rely on every year. Every tactic comes from hard-won experience over decades of combined holiday wins and losses.

They break down why every Black Friday deal needs a backup, sometimes even a worse one, ready to launch. Mike explains why spotlight bias makes old creative beat anything new. Matt shares the upsell that added a million dollars. Small moves like these are what separate a good quarter from a record one. 

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Why the Hardest Part Starts After Launch: Operators Build (E5)21 Sep 202601:24:35

“The amount of effort that we put in to start does not have any meaningful correlation with the success at the end.” 

When you get delayed and deprioritized by your co-manufacturer, your timeline slips by almost a year, and you still have zero sales, what do you have to show for 18 months of work? 

Matt Bertulli (CEO, Pela & Lomi), Mike Beckham (CEO, Simple Modern), Sean Frank (CEO, Ridge), Curtis Christopherson (Chief Growth Officer, Ammortal), and Cody Plofker (Advisor & fmr. CEO, Jones Road) reunite one month from launch to close the loop on everything that went wrong. 

Physical product is in hand. Five thousand units for their very first purchase order. Now, the hard part. 

Sean raises the question nobody wants to answer: is powder still the right format in 2026? Mike does the math on what 14,000 families means for a nine-figure exit. Cody challenges the team to hit $200 CAC in month one. Then drop it to $100. 

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Learning From Failure: 3 $100M+ Operators & Their Darkest Moments16 Sep 202601:03:41

“We were not going to make payroll next week.” 

How did three ecommerce CEOs turn rock bottom into their biggest lesson? 

Matt Bertulli (CEO, Pela Case & Lomi), Mike Beckham (CEO, Simple Modern), and Curtis Matsko (CEO, Portland Leather Goods) each share the darkest moment of their ecommerce careers. What came after built the self-awareness that changed how they lead. 

Curtis walks through the week Wells Fargo pulled a $20M line of credit after Silicon Valley Bank collapsed. Matt breaks down the hubris that nearly cost him payroll one Christmas. Mike shares the night a two-year venture fell apart. Their comebacks outweighed the crises, driven by a growth mindset none of them had before. 

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How to Design Packaging for Ecommerce Brands: Operators Build (E4)14 Sep 202601:29:14

“They have just shown how packaging can be so much of a differentiator.” 

What does a professional DTC packaging design process look like in practice? 

Chris Ganz (Senior Creative Director, Trevi) sits down with the Winks team to tackle one of packaging’s hardest problems: standing out on a crowded shelf. The group debates naming, mascots, and color palettes before testing real designs on real families. 

Chris opens with a full competitor audit, sizing up Ollie, Vicks, and Beam. Three distinct concepts turn into five packaging directions, each with its own typography and color story. The team weighs a winking semicolon against a plush sleep monster, and one child’s smile carries real weight. 

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Honeylove’s Betsie Larkin & Igor Lebovic: Building a $200M Company Together10 Sep 202601:28:03

What does it take for a married couple to build a $200 million brand together? 

Betsie Larkin (Founder & CEO, Honeylove) and Igor Lebovic (Co-CEO, Honeylove) sit down with Matt Bertulli (CEO, Pela Case & Lomi) and Jason Panzer (President, HexClad). The conversation traces an accidental idea, the crowdfunding math, and the founder instincts that shaped every expansion. 

Kickstarter only entered the DTC playbook after Betsie proved product market fit on tour. The brand’s sculpting body shapers and tummy control styles kept expanding the line. Betsie explains why a Kardashian-backed competitor helped the category instead of hurting it. Matt and Jason press on the mechanics of running a business with your spouse. 

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Ecommerce Therapy: 3 Nine-Figure Operators on Focus & Passion09 Sep 202600:55:56

“I’ve always hated it. This year I made the decision to shut it down.”

Can three nine-figure CEOs open up about their priorities, passions, and doubts?

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case & Lomi), and Mike Beckham (CEO, Simple Modern) sit down for an honest conversation about the pressure of scaling ecommerce brands. They cover decision making, staying passionate, and the whiplash of growing fast. 

Mike explains why organizations drift toward safe tasks instead of high impact work. Sean recalls shutting down a profitable business line while questioning his passion. Matt contrasts the rhythm of running a bigger company with the grind of building Winks from zero. Same stage of success, but three completely different struggles. 

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Starting & Formulating a Supplement Company: Operators Build (E3)07 Sep 202600:57:59

What separates a real supplement company from just a good idea? 

Dr. Todd A. Born (Chief Science Officer, 4POTENTIA) pulls back the curtain on how to enter the supplement industry, showing the Winks team what product development, private label, contract manufacturers, and regulatory compliance (FDA) look like in practice. 

More than a deep dive into custom formulation, hosts Sean Frank, Matt Bertulli, Mike Beckham, and Curtis Christopherson show you how to apply good manufacturing practices to everything from marketing strategies in health and wellness to minimum order quantities (MOQs) to protect profit margin.

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12 Lessons These Ecommerce Founders Wish They’d Learned Sooner 02 Sep 202601:00:47

What are the secrets to winning in ecommerce that nobody talks about?

Matthew Bertulli (CEO, Pela Case & Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) reveal 12 lessons for anyone building a brand from the ground up. This is what they’d tell their younger selves if they ever got one more shot. 

Secrets like why it takes a decade for your brand to earn its name and how walking away from weak products makes grit pay off. After that, cash gets a hard look because even strong margins can still starve your reserves. Also included are quick hits like customer obsession, copying your first product, hiring slow, and firing fast.

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How to Create a Product From Prototype to Launch: Operators Build (E2)31 Aug 202600:46:22

What does a real product development process look like when 9-figure operators are betting their own money? 

Mike Beckham (CEO, Simple Modern), Sean Frank (CEO, Ridge), and Curtis Christopherson (Chief Growth Officer, Ammortal) sit down mid-build on Winks, a family sleep supplement, to make product decisions. Go behind the scenes on flavor count, purchase order size, pricing, sourcing, and the supply chain mistake from Trevi that cost hundreds of thousands to fix. 

This is an actual founder meeting. Recorded, unedited, and real money at stake. 

Mike breaks down the MOQ math behind every multi-SKU decision. Sean argues for the smallest possible capital bet. Curtis brings the manufacturer’s-eye view. It ends with one flavor, $75K inventory budget, and a purchase order due in two weeks. 

If you’re figuring out how to launch a new product from scratch, this episode was made for you. 

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eBay Resellers to 14M Pairs of Underwear: Shinesty’s Co-Founders27 Aug 202601:36:08

How did two guys flipping “junk” build a brand that’s sold 14M pairs of underwear? 

Jens Nicolaysen and Chris White (Co-Founders, Shinesty) join Matt Bertulli (CEO, Pela & Lomi) and Katy Mimiari (CEO, Caden Lane) to unpack how their eBay account grew into Shinesty. The secret isn’t strategy. It’s personality. 

They trace the jump from estate sales to beloved online retailer. One midnight email changed everything overnight. Fart blocking underwear and deviled egg prints became fan favorites. It’s proof that irreverent marketing keeps ecommerce customers opening every message. 

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10 Best AI Use Cases for Ecommerce in 2026: Ranked by CEOs26 Aug 202601:05:54

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case & Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) rank the ten highest impact ways ecommerce brands are using AI in 2026. The four disagree loudly before landing on a group ranking none of them expected going in. 

Sean says AI chatbots now handle nearly every routine support ticket. Mike takes it further with a model that predicts each customer’s next purchase and updates hourly.The pattern repeats in content, where generative AI now handles static images at Ridge and Pela for a fraction of the old cost. 

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Every Step to Start an Ecommerce Business Revealed: Operators Build (E1)24 Aug 202601:18:05

“We’ve done it before. Can we do it again?” 

Five executives put half a million dollars on the line to start a new ecommerce brand. Operators Build follows every step, in public. You get the math, the disagreements, and the cost of launching an online business in 2026. 

This is not dropshipping. We bought inventory, formed an LLC, and registered our domain name: https://getwinks.com The plan? Shopify and paid social (Meta) with online marketplaces like Amazon and new channels like TikTok added as the numbers earn it. 

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Curtis covers the category and the year they spent on the product + inventory management (sourcing, co-manufacturer, 3PL). Sean frames subscriptions and the CAC goal. Cody runs email and social-media marketing with AI to keep OpEx low. Mike pushes for constraints while Matt argues for high conviction, one big bet.

Building Solo Past $1M in Only Year One: Help an Operator Out19 Aug 202601:13:41

Help an Operator Out (HAOO) is a series where real business owners join the podcast with live questions. In this episode, Christopher Francis (Founder & CEO, Home Plunge) brings the hardest problem in year one: growing without doing every job himself. He turned a personal need into a $1.4 million business in a year and a half. 

The conversation covers pricing and offer strategy. It also gets into Amazon, TikTok Shop affiliates, and AI support. Sean pushes for a sale structure built for a high-consideration purchase. Mike frames the manual support work as margin compression Christopher isn’t tracking. It’s the same problems most seven-figure founders eventually face. 

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How Magic Mind Turned a Spreadsheet Into National Retail Domination13 Aug 202601:41:59

“Everyone who said I was too early, they got on my investor updates.” 

Can product market fit be created, or can you only position yourself to catch it? 

William Hicks (Co-Founder & CEO, Magic Mind) joins Mike Beckham (CEO, Simple Modern) and Matt Bertulli (CEO, Pela Case & Lomi) to unpack how a Silicon Valley spreadsheet of nootropics became a national retail brand. This episode gets into the real mechanics of product market fit at scale. 

Raising a seed round took dozens of rejections. Hicks kept those investor relationships warm for years afterward. From there, DTC gave way to national retail distribution. Merchandising discipline mattered more than ad spend. Subscription retention gets a breakdown too, along with the honest math behind CAC payback and lifetime value. 

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Why People Buy: A Practical Guide to Consumer Behavior in Ecommerce12 Aug 202600:49:32

“People buy things to fill gaps in their life.” 

Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case & Lomi) unpack consumer behavior in ecommerce. They cover the emotional triggers behind buying, the offers that convert, and the buying journeys online shopping takes today. The real driver of your marketing strategies is the offer itself, not the checkout experience. 

People buy out of convenience, fear of loss, identity, and scarcity … long before logic enters the picture. Ridge’s expansion from wallets into rings shows how one brand layered new customer angles onto a single product. Influencer partnerships, social media, user-generated content (UGC), and paid ads each serve a different role in building trust. 

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How Ecommerce Founders Get Rich: Exits, Dividends, Debt & Salary05 Aug 202600:59:37

What are the five ways ecommerce owners actually get paid?

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case & Lomi), Mike Beckham (CEO, Simple Modern), and Curtis Mastko (CEO, Portland Leather Goods) break down five real ways ecommerce operators get paid. Each path trades speed for risk, and none of them is easy money. 

Valuation sets the ceiling, and buyers lean on EBITDA multiples to get there. Distributions are where most operators get paid, if they resist reinvesting too much. Debt speeds that timeline up, though it comes loaded with risk. The episode ends on salary, pitting one founder’s restraint against another’s ambition. 

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Inside the Affiliate Marketing Strategy Behind BK Beauty’s Growth30 Jul 202601:22:15

“We ended up selling twenty-two thousand units that day.” 

How did two founders build a multi-million-dollar brush brand without outside investors?

Lisa Jauregui and Paul Jauregui, Co-Founders of BK Beauty, join Matt Bertulli (CEO, Pela Case and Lomi) and Katy Mimiari (CEO, Caden Lane) to break down the affiliate marketing strategy that took a makeup brush brand from a living room operation to millions in sales. No outside funding. No paid influencer deals. 

Lisa built a beauty audience on YouTube for five years before BK Beauty launched. A brand focused entirely on brushes for years before expanding into new categories. That focus led the brand to handle twenty two thousand orders in a single day, all fulfilled in house. The conversation covers creator tiers inside TikTok Shop, and why margin matters more than almost anything else in ecommerce. 

Operators Titans is brought to you by AppLovin and Fulfil. 

Fulfil: The ERP built specifically for DTC and ecommerce brands, integrated with over 400 3PLs so your inventory, purchasing, and financials never fall out of sync. Ridge runs its entire operation on it. See why here: https://9ops.co/fulfil 

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How to Build a $100M Brand: 8 Rules from Leaders Who Did29 Jul 202600:47:39

“The scale is not going to fix your problems.” 

What separates a hundred million dollar ecommerce brand from the rest? 

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case & Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) break down the eight rules to build a hundred million dollar ecommerce brand in 2026. These are not theories: each host has built a brand at this exact scale. 

Mike breaks down why Trevi chased profitable unit economics for a year before scaling. Sean calls reorder revenue the ultimate cheat code, and explains why he built Ridge around chasing it. Jason closes on hiring rigor, where a LinkedIn check now decides every offer. 

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Why Founders Have to Become Their Own Best Marketer22 Jul 202601:11:07

Help an Operator Out (HAOO) is a series where real business owners join the podcast with live questions. In this episode, Elaine Tran (Founder & CEO, Dippin’ Daisy’s) brings the hardest problem in owning a factory: keeping the lines running without drowning in inventory. 

The conversation covers owning a factory versus buying from suppliers, managing excess off-season capacity, and launching a new category without it flopping. Sean makes the case that contract manufacturing for other brands can keep the lines running without adding to her own glut. And everyone lands on the same fix nobody’s using: better ecommerce marketing + merchandising. 

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$450M, 6 Brands & 4 Countries: Why Sunil Agrawal Refuses to Stop16 Jul 202601:11:29

“I feel this is bigger than dot com.” 

How does a $450 million publicly traded jewelry brand build a live shopping empire that predates TikTok by nearly two decades? 

Sunil Agrawal (Founder, ShopLC & VGL Group) sits down with Matt Bertulli (CEO, Pela Case and Lomi) and Katy Mimari (CEO, Caden Lane) to pull back the curtain on 46 years of building one of the most vertically integrated businesses in the world. He started as a gemstone lapidary and grew six retail brands without ever once considering an exit. 

Sunil runs a live shopping operation most DTC operators have never seen. He launches 100 new products every day. His top customers generate $20,000 in lifetime value. He fired his robots when the ROI math didn’t hold. He moved four brands to Shopify in five months because AI did most of the coding. And he still measures the business not in dollars but in meals delivered. 

Operators Titans is brought to you by AppLovin and Fulfil. 

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Roman Khan: The Ecommerce Logistics Play Worth $10 Billion15 Jul 202601:17:12

“If someone can do the same revenue in 12 hours, basically out of nowhere, it does lower the value of brands.” 

What does the collapse of traditional brand equity mean for founders still building toward an exit? 

Roman Khan (Co-Founder & President, Peak21) joins Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case and Lomi) to make one uncomfortable argument: the playbook for building and buying ecommerce brands is broken, and most founders haven’t figured that out yet. After three years acquiring DTC businesses, Roman stopped. The reason cuts to the heart of where dropshipping, ecommerce logistics, and brand valuation are all heading. 

His Hong Kong summit surfaced the shift in real time: Meta partnership ads back at the top of the stack, Applovin minting operators spending six figures a day, and TikTok-first brands doing $12M months on skeleton crews. The conversation covers why dropshipping from China is nowhere near dead, how Quince is building the AWS of ecommerce logistics, and the one thing Roman tells every founder under $100M in revenue: take out dividends, stop waiting for a buyer, and get honest about what your company is worth. 

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Help an Operator Out: 8-Figure Dog Brand That Needs a New Growth08 Jul 202601:13:37

"You will not be happier at nine figures. I’ll just tell you that right now." 

What does an operator do after building an 8-figure brand entirely on one dog breed? 

Help an Operator Out (HAOO) is a new series where real business owners join the podcast with live questions. In this episode, Garrett Yamasaki (Founder & CEO, We Love Doodles) brings his crossroads: a bootstrapped, Amazon-heavy pet brand that crossed eight figures and needs to decide whether to go deeper in its niche or wider into new dog breeds. The answer is less obvious than it sounds.

The conversation covers capital allocation, the difference between product-channel fit versus product-market fit, and why consumables change the LTV math entirely. Mike makes the case that moated niche distribution builds more durable enterprise value than any paid channel. And everyone lands on the same uncomfortable truth. The business you already built is the one most worth protecting. 

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100% Growth for 8 Years: IQBAR’s Will Nitze & Jess Greenwood02 Jul 202601:36:46

“You are not trying if you’re not getting sued.” 

How did IQBAR go from a $90k Kickstarter to a nine-figure retail, DTC, and Amazon giant? 

Will Nitze (Founder & CEO) and Jessica Greenwood (CMO) join Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern). This is the product launch strategy and CPG marketing playbook they wish existed when they started. 

Will and Jessica detail their early tactics and walk through every funding round: from $625K at a $4M valuation to $5.5M at $50M. They doubled revenue every year for eight years, kept the team at 15 people, and never dropped below 50% ownership. Mike and Matt close on what killed dozens of competing bar brands in 2022 and why IQ BAR survived. 

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Opening Retail Stores vs. Going Wholesale: What the Numbers Say01 Jul 202601:16:10

Should you open your own stores, or let the big retailers do the heavy lifting? 

Curtis Matsko (CEO, Portland Leather Goods), Matt Bertulli (CEO, Pela Case & Lomi), and Mike Beckham (CEO, Simple Modern) go head to head on one of the biggest channel decisions a consumer brand will face. 

Curtis went from a spite-signed lease to 16 owned stores, while Mike turned a $9 million Sam’s Club bet into 10,000 wholesale doors. This episode breaks down these two different paths and what each model actually costs you in competency, capital, and control, why the wrong channel for your product category is almost impossible to recover from, and what private equity is really looking for when they come knocking on an omnichannel brand. 

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Our 2026 Ecommerce Audit: Wins, Mistakes, Lessons & What’s Next24 Jun 202601:08:46

“Whoever can spend the most money is going to win.”

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case & Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) audit the first half of 2026. The focus is a sound ecommerce growth strategy for Q3 and Q4. No guests, no fluff. Just what worked, what blew up, and where they’re placing their bets.  

Amazon leads the conversation, with Sean up over 100% year over year on full assortment parity and Mike beating Liquid IV on a $4 blended CAC. Wholesale gets a harder look, with Sean holding a big-three PO and an 18-month runway to shelf. The group then pulls apart margin profile as a competitive weapon, why most consumable brands are quietly heading toward a reckoning, and what it takes to set a spending floor competitors cannot match.  

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How a $1.5B Pet Brand Wins at Ecommerce Marketing: Whisker’s CEO18 Jun 202601:35:29

“We built our iPhone before we built our Apple.”

How do you scale a hardware brand from $7M to $1.5B without chasing cheap CPMs?  

Jacob Zuppke (CEO, Whisker) joins Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to break down how a self-cleaning litter box company became a $1.5B brand through US manufacturing, big creative swings, and a deliberate omnichannel strategy.

Jacob breaks down the marketing that fueled a decade of growth, including how TV outperformed Meta for years, and why Whisker held off Amazon until branded search volume made the case impossible to ignore. He also gets into the Whisker app, which logs 4.7 million cat weigh-ins per day, and why that software layer is where the brand’s omnichannel strategy gets its deepest competitive teeth.


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How Ridge’s Annual Revenue Hit +$250M & Sean Became a Dad17 Jun 202601:08:08

What does Ridge’s annual revenue growth 2025–2026 look like when you launch three new categories at once? 

Sean Frank (CEO, Ridge) joins Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to get into what it looks like when a founder goes all-in on ecommerce product expansion while navigating new fatherhood, a tough M&A market, and a company that had to reinvent its growth story. 

Sean breaks down the Shark Ninja model. Ship fast, cut losers, never wait on a five-year roadmap. He walks through what made the Marques Brownlee (MKBHD) partnership succeed where a $4 million celebrity deal would have failed. Finally, he gets candid about fatherhood and the DTC acquisition market, where over 70% of deals since 2022 drew zero bids. 

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How to Pick a 3PL Without Getting Burned: Red Flags, Green Flags10 Jun 202601:14:08

Is owning your own warehouse worth the headache? Or is it a siren song that will slow your growth? 

Matt Bertulli (CEO, Pela Case and Lomi), Mike Beckham (CEO, Simple Modern), and Curtis Matsko (CEO, Portland Leather Goods) dig into two of the most expensive decisions in ecommerce. Should you own your warehouse or outsource fulfillment to a 3PL? Can a founder ever truly step back from the company they built? 

They break down the owned warehouse versus 3PL debate, covering when flexibility beats cost savings, and why high-growth brands get burned by leases. From there, the conversation shifts to founder identity and succession, what Tim Cook’s Apple exit and Doug McMillon’s Walmart departure reveal about leadership transitions, and why the skills that built your company can quietly become the thing holding it back. 

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From $10K Losses a Day to an L Catterton Deal: Zach Stuck’s Full Story04 Jun 202601:29:25

“We’ve never had anyone do four deals in 60 days.”

How do you build two nine-figure brands with no outside investors and a Facebook ads background as your only real edge? 

Zach Stuck, founder of Easy Street Brands and co-founder of Hollow and Mars Men, joins Matt Bertulli (CEO, Pela Case & Lomi) and Sean Frank (CEO, Ridge) to break down how he turned an agency into an eight-figure exit and cold-started two nine-figure brands in opposite categories.  

Closing four deals in 60 days and an L Catterton round, Zach’s brand building decisions are laid on the table. He walks through nearly losing Homestead keeping Hollow alive, and lays out the ecommerce strategy for building from zero. He closes on what the holdco model requires to work and why most operators get it wrong.

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How Incrementality Cuts Waste + What and Where to Test in Ecommerce03 Jun 202601:12:30

Is your incrementality testing giving you accurate data or are you burning budget on a broken signal?

Austin Harrison (CEO, Northbeam) joins Sean Frank (CEO, Ridge) and Katy Mimari (CEO, Caden Lane) to challenge the most repeated advice in ecommerce measurement: that longer tests are always better, holdouts are interchangeable, and incrementality alone is enough to make media decisions. They break down when a growing brand needs incrementality versus MTA, and how running tests inside a noisy environment can produce weeks of data worth nothing.

Sean pulls from Ridge’s own results to show how layering incrementality on top of MTA unlocked YouTube spend that in-platform data never would have justified, while Katy’s botched first test proves clean test conditions matter as much as the tool itself. They also dig into why moving up funnel on Meta is outperforming conversion campaigns at scale, and what separates the fastest-growing ecommerce brands in 2026 on creative.  

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How Ecommerce CEOs Actually Pay Themselves (Real Answers)27 May 202601:05:50

“The obtaining of money is a lot easier than stewarding that money well.”

Sean Frank (CEO, Ridge), Mike Beckham (CEO, Simple Modern), and Matt Bertulli (CEO, Pela Case & Lomi) dig into one of the most-requested topics from listeners: how do owner-operators pay themselves? And what should they be aiming for? The hosts walkthrough salary benchmarks, distribution strategies, and the honest math behind building long-term wealth in consumer.  

The conversation goes deep on the tension between pulling money out now versus betting on the asset long-term, creating a business that outlasts you as CEO, and why chasing one big exit can be the very thing that ruins the deal. They also get personal by sharing what they’d tell their younger selves, the difference between financial security and financial freedom, and why the number you think you need is almost always wrong.  

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How Tim Doyle Built Eucalyptus to $450M in ARR & Sold It for $1.15B21 May 202601:40:21

Tim Doyle, founder of Eucalyptus and incoming SVP International at Hims & Hers, joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) for a wide-ranging conversation on building, scaling, and exiting one of the most ambitious DTC healthcare companies outside the US. 

Tim traces his path from political media buying in Australia to launching a multi-brand telehealth platform across multiple continents and the hard lessons in between. The conversation covers Tim’s “salary cap” approach to talent building, how Eucalyptus turned clinical outcomes into its most powerful marketing asset, and why he believes bold creative scripts remain the most underrated lever in consumer marketing.

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How to Hire the 5 Ecommerce Roles That Will Make or Break Your Brand20 May 202601:07:18

“The right person does nothing but print money.” 

Sean Frank, Matt Bertulli, Curtis Matsko, and Katy Mimari get into a heated debate on the hardest roles to hire in ecommerce. Nobody agrees. And that’s exactly the point. 

The conversation tears through five make-or-break positions: (1) head of product, (2) head of growth, (3) head of Amazon, (4) creative strategist, and (5) head of influencer. Along the way, they expose why CMO is the shortest-tenured C-suite role for a reason, how a wedding photographer became a top-performing CMO, and what it takes to lock down great talent before they go build something on their own. 

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Trends Shaping Health & Wellness in Ecommerce: GLP-1s & Beyond13 May 202600:53:24

What happens in ecommerce when obesity is cured?

Sean Frank (CEO of Ridge) and Matt Bertulli (CEO of Pela Case x Lomi) dig into one of the biggest health-and-wellness trends they’ve seen in their careers: the GLP-1 wave and how it’s rewiring consumers. They cover who’s about to get crushed and who’s sitting on a gold mine.  

From the collapse of plus-size apparel and the slow death of junk food to the rise of fiber, longevity, and gut health, they map out the second and third-order effects. They also get into why ecommerce is still the fastest engine for CPG growth, and what Sean sees as the next ingredient trends worth betting on — colostrum to hair loss to mental health.  

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Ecommerce Founder’s Guide to Owning Your Manufacturing & Factory06 May 202601:17:04

Could one bad supplier decision bring your entire ecommerce brand down?

Curtis Matsko (CEO, Portland Leather Goods) joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to pull back the curtain on one of the most misunderstood decisions in consumer goods: vertical integration. Curtis built North America’s largest leather bag manufacturer in Mexico not by grand design, but out of pure necessity.  

The conversation covers why owning your factory can 10x your business or burn millions of dollars, and how China’s manufacturing dominance is being driven by robotics, not just cheap labor. They unpack how the coming wave of AI-powered robotics could reshape fulfillment and production faster than most operators expect, and close with the one move each host credits with 10xing their own business.

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New Product Launch Playbook Behind 9-Figure Ecommerce Brands29 Apr 202601:19:20

“Marketing’s job gets a lot easier when they have new products to sell.”

Curtis Matsko (CEO, Portland Leather Goods) and Katy Mimari (CEO, Caden Lane) join Matt Bertulli (CEO, Pela Case and Lomi) to tackle one of our most requested topics. How to create and launch new ecommerce products.

Each host brings a unique perspective. Curtis runs a 280k square-foot production facility and releases fresh products three times a week. Katy built Caden Lane into a 5,000-SKU brand by staying obsessed with what moms want next. Matt’s approach is on-demand, sustainable manufacturing balanced with high-velocity releases for new variants, colors, and sizes.

Together, they unpack the art + data behind merchandising large catalogs, when to raise prices versus when to hold, and how to know when to kill a product before it quietly bleeds your business dry. Plus, Curtis reveals his secret (selling) weapon — an Insiders Facebook Group with +200k members.

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How Ecommerce Brands Can Fund Growth: Winning DTC Math22 Apr 202601:06:49

What happens when your bank promises you $20 million, strings you along for a year, and then rips it all away the same week you need it most?  

Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case & Lomi) sit down with Curtis Matsko (CEO, Portland Leather Goods) for a raw conversation about how ecommerce brands fund growth. 

Curtis shares one of the most gut-punch founder stories in Operators history. Wells Fargo promised him a $20–25M line of credit, demanded $2M back overnight, and nearly killed Portland Leather Goods at the exact moment he had ~$14M tied up in a brand expansion. He survived a year of not paying suppliers, negotiating week-to-week, and somehow came out more profitable than before.

The three dig into the real math of affording growth without investors. Why it’s “impossible, but you have to do it anyway,” how supplier relationships are the single best source of working capital leverage, and why the cash conversion cycle will break your business if your margins aren’t right.  

They close with one of the most important warnings for early operators — stop counting revenue, start counting what’s left. 

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Mike’s Story, From Yeti Knockoff to Building New Brands15 Apr 202601:12:47

What do you do when you’ve already won, and still can’t stop building?  

Sean Frank and Matthew Bertulli sit down with Mike Beckham, (CEO of Simple Modern and Simple Ventures), to unpack what happens after you climb the mountain. Mike shares how Simple Modern grew from a bootstrapped “Yeti knockoff” to nearly $200M in annual revenue, paid off all its debt, and suddenly found itself generating more cash than it could reinvest — and what he decided to do about it.  

The conversation covers Mike’s framework for capital allocation when the obvious moves run out, including why he launched electrolyte brand Trevi (and what the $2–3M learning curve actually bought him), how Simple Ventures is building a portfolio of lean, AI-powered businesses with single-threaded leaders, and why Mike believes now is the single best moment in history to be a builder.

From the counterintuitive case for being 13th in a massive market, to rewiring your brain around what AI makes possible, to why physical goods aren’t going anywhere — this one goes deep.  

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https://9ops.co/postscript

Richpanel

https://9ops.co/richpanel

Northbeam

https://www.northbeam.io/

Saras Analytics

https://bit.ly/9OP-Ytdesc

Operators Newsletter

https://9operators.com/

Billions in Ecommerce Deals & How to Build a Brand Worth Buying13 Apr 202601:07:50

Special episode on what billions in recent ecommerce exits, raises, and M&A mean for your brand. 

Curtis Matsko (CEO, Portland Leather Goods) joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to dig into the wave of consumer deals. They debate whether strategic buyers and PE firms are truly back, why physical consumer brands are suddenly looking like the safest asset class, and what it takes to build something worth acquiring. 

The conversation covers LTV math behind consumables to TikTok shop’s role in driving $200K days at Portland Leather Goods. It explores how to build a durable brand using first principles in a chaotic macro environment defined by tariffs and AI disruption. The speakers also dive into why omnichannel presence is now essential for a premium exit, and reveal the single most important question every founder must answer before taking their first step. 

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Richpanel 

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Northbeam 

https://www.northbeam.io/ 

Saras Analytics 

https://bit.ly/9OP-Ytdesc 

Postscript 

https://9ops.co/postscript 

Aftersell 

https://9ops.co/4i3bb5 

Operators Newsletter 

https://9operators.com/

Marketer to President: Posh Peanuts’ Jenna Habayeb on Growth & Data08 Apr 202601:07:41

“If you become really good at harnessing that data, AI can let you not only predict the future, but create it.”

Jenna Habayeb (President of Posh Peanut) sits down with Jason Panzer (President of HexClad) and honorary Operator’s co-host Cherene Aubert. Together, they unpack what modern ecommerce leadership looks like at every stage. Jenna brings a rare arc — from Ogilvy to Chief Brand Officer at Ipsy, where she helped grow the business from $300M to $1B, through a CRO role at Ruggable, and now her first president role at Posh Peanut.  

Discover the “forgotten community flywheel” and how a 250,000-person Facebook group drives real revenue. The conversation moves on to why most companies are further behind on data infrastructure than they’d like to admit — and why AI, layered on top of a clean data warehouse, is changing what’s possible.

They also get into the evolution of the CMO role, managing teams up a mountain without losing your humanity, and the mental shift required when you go from marketer to president.  

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Postscript

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Richpanel

https://9ops.co/richpanel 

Northbeam

https://www.northbeam.io/ 

Aftersell

https://9ops.co/4i3bb5

Operators Newsletter

https://9operators.com/

“It Was So Hard”: Operationalizing Scale With Spot & Tango’s Founder01 Apr 202601:15:43


“We had no cash, no supply chain, high product market fit, and low CAC. There was this giant button flashing: hyper growth.”  

What does it take to build a profitable pet brand from a studio apartment to a nine-figure business with its own factory?  

Russell Breuer (Co-Founder and CEO, Spot & Tango) joins hosts Sean Frank (CEO, Ridge) and Mike Beckham (CEO, Simple Modern) to trace the full arc of building one of DTC’s most quietly dominant pet brands. Russell shares how Spot & Tango launched Unkibble days into COVID with nearly no cash, sold out in three days, and then had to resist pressing the hyper-growth button without inventory to back it up. 

The conversation gets deep into the math of subscription growth — payback windows, LTV by channel, contribution margin, and why Russell’s kids know what a CAC is. They cover the contrarian decision to build a dedicated factory, how vertical integration added 30-plus margin points and created a competitive moat, the trade-offs of going omnichannel when you’re profitable DTC, and why discipline is what separates brands that last.

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Aftersell

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Richpanel

https://9ops.co/richpanel

Northbeam

https://www.northbeam.io/

Saras Analytics

https://bit.ly/9OP-Ytdesc

Postscript

https://9ops.co/postscript

Operators Newsletter

https://9operators.com/

How The Woobles Built a Cult Brand: Product, Not Marketing26 Mar 202601:27:30

Can you build a beloved consumer brand around the joy of making something with your hands? 

Matt Bertulli and Mike Beckham sit down with Justine Tiu and Adrian Zhang, Co-Founders of The Woobles — a crochet kit brand born from a personal journey through burnout, self-discovery, and a Brooklyn apartment full of hand-stamped packaging. What started as a side hobby became a business with Super Bowl airtime, a McDonald’s Monopoly partnership, and a spot on Shark Tank … where they walked away from every deal. 

The conversation covers the concept of “fiero” — the feeling of doing something you once thought was impossible — and why that idea sits at the core of everything The Woobles makes. Justine and Adrian discuss the brutal lessons of being listed as Joann Fabrics’ largest unsecured creditor, how iOS 14 forced them to rethink channel strategy, why product obsession beats marketing strategy, and what it’s like to build a company, a marriage, and a family all at the same time. 

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