The new tariffs are the best thing to happen to DTC brands in a decade. They’ll finally be forced to build real businesses instead of flimsy, VC-subsidized marketing machines.
this whole thing reeks of panic from brands that raised a ton of vc money to sell $90 socks and never built real supply chain resilience. now they’re surprised their margin math doesn’t work when they actually have to pay fair rates for production. incredible.
Can you give an idea of what "fair rates for production" means?