The New Consumer Landscape: Capital Cycles, Moats & Market Reality скачать в хорошем качестве

The New Consumer Landscape: Capital Cycles, Moats & Market Reality

What actually makes a consumer brand break out and stay durable in a world where attention spans are collapsing and CAC is chaos? Shamin Walsh has spent a decade underwriting early-stage consumer bets at BAM Ventures. She’s backed companies like Honey and Pretty Litter before they became household names and she breaks down exactly what separates the winners from everyone else. This episode goes deep into how founders should think about product vs distribution, paid acquisition vs brand, fundraising sequencing, customer psychology, and why timing can make (or destroy) an outcome. If you’re building a brand, trying to raise capital, or investing in consumer, this is mandatory listening. In this episode: The biggest shift in founder-investor dynamics over the last decade Why the best founders are deep psychologists of their customers How Honey and Pretty Litter cracked consumer behavior in totally different ways The real definition of “solving a problem” in CPG (it’s not what people think) The pendulum swing back toward brand marketing and emotional resonance When performance marketing matters and when it becomes a trap How BAM evaluates pre-seed consumer companies without hard revenue thresholds What’s actually changing in consumer behavior (nostalgia cycles, GLP-1 ripple effects, faster trend turnover) Why timing the market is impossible and what investors look for instead If you want to understand the next decade of consumer, this conversation gives you the map. Thanks to sponsors: Learn more about Fulfil - the ERP for Shopify brands at www.fulfil.io Check out Numeral - stay compliant and automate away sales tax at numeralhq.com Go to Passport - for international shipping, compliance and localization at https://passportglobal.com/