The K-Shaped Economy and the New Rules of Consumer Investing скачать в хорошем качестве

The K-Shaped Economy and the New Rules of Consumer Investing

Can premium consumer brands still scale in a K-shaped economy, even if they never reach most Americans? In this episode of In The Money, Tyler Morgan of BFG breaks down how seed and Series A consumer investing has changed and why some brands can now reach $100M+ in revenue by serving a smaller, more affluent customer base. We cover: The K-shaped economy and why premium brands can still win How “aspirational consumption” survives downturns Why some categories no longer need mass-market penetration Case studies: Ollipop and underwriting fiber before it was cultural Vacation and world-building as a growth lever Oats Overnight and one of the strongest community flywheels in consumer Seed vs Series A today: Revenue ranges Check sizes Valuation expectations Why founder quality is still the true X-factor If you’re a founder, operator, or investor trying to understand where consumer is really headed, this episode will sharpen your mental model. Thanks to sponsors: Visit Richpanel - AI powered customer service for eCommerce at richpanel.com 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/