You asked. Nay, you demanded. Three weeks ago, after Sean Frank’s record-breaking newsletter on the truth about private equity … You wrecked my inbox with responses for a follow-up on how to prepare for an exit. Good news! The first of three deep dives is here. 🤑 Matt Bertulli reveals everything he learned before, during & after selling his first company 🤯 Connor Rolain shares the dopest (beyond just) email-list-building tactic I’ve ever seen 🤩 Top five headlines from this week in consumer...
12 days ago • 16 min read
Last month, Jones Road unleashed its … Biggest new product Biggest brand campaign Biggest TV and OOH buy Biggest creative arsenal Biggest email + SMS sends Did I mention it was big? Lock in and let’s go behind the scenes on everything! 😍 Cody Plofker pulls back the curtain on his launch playbook 🔮 Connor MacDonald prognosticates the future of ecommerce 🏆 Top five headlines from this week in consumer (DTC) news Plus, tariff and exit prep’ing updates. Cody Plofker CEO, Jones Road Beauty Our...
19 days ago • 8 min read
You’ve been sold a lie. But it’s not your fault. For years, the myth of a “negative” cash conversion cycle has dominated the ecommerce industry. Today, let’s demolish the bull s***. 📊 Drew Fallon shows you how CCC really works + dashboard 🤑 Sean Frank pulls back the curtain on a seven-figure secret 🏆 Top five headlines from this week in consumer (DTC) news Oh, and at the very end, updates on last week’s outlandishly epic response to Sean’s private-equity revelation … Sean Frank CEO, Ridge...
26 days ago • 9 min read
Most founders dream of their exit. The champagne. The press release. The wire transfer. But the reality? It’s a whole lot messier. Worse, if you don’t know the rules of the game or who to trust … Dreams become nightmares. Thankfully, today’s newsletter drags everything you ever wanted to know about private equity out into the light. Plus, this week’s five biggest headlines in consumer news. Sean Frank CEO, Ridge Private Equity Revealed: 5 Lessons from Speed Dating 14 PE Firms + My Roster Last...
about 1 month ago • 11 min read
Are you chasing the wrong numbers? Top-line numbers. Growth-at-all-costs numbers. Someone else's (wait for it) … nine-figure numbers. If that’s you, today’s email has nothing but good news. 👜 MacCoy Merkley shares a warning + 3 truths to guide you 📊 Mike Beckham on what works when your numbers don’t 🗞️ Five biggest headlines from this week in consumer news MacCoy Merkley CMO, Portland Leather Goods The Dangerous Obsession with Nine-Figures + Three Truths to Guide You In December, Portland...
about 1 month ago • 11 min read
When traffic goes up, efficiency goes down. It’s as universal as it is frustrating. But … what if you didn’t have to choose? That’s what Original Grain pulled off over the last 12 months — increased traffic and CVR, AOV + profit per session. Today, its VP of marketing is revealing their framework to show you how. 📊 Nate Lagos with three tactics to lift the metrics that matter 😶 Mike Beckham shares his apolitical take on tariffs & trade 💰 Connor MacDonald invites you to “experience”...
about 2 months ago • 11 min read
You know the headlines. No point in rehashing them. Let’s get right to it — frontline guidance to help you navigate the tariffs … 🤑 Mehtab Bhogal with 10 proven strategies to raise prices 🏆 Matthew Bertulli explains how small brands can still win 🏡 Mike Beckham on “mowing,” $40M in costs, and wartime Along with this week’s biggest consumer news to prove it’s not just doom ‘n gloom. 🎁 Plus, an all-in-one resource at the end to (hopefully) make applying the tactics as helpful as possible....
about 2 months ago • 13 min read
There’s no reason to hold back. Today is the most important email we’ve ever sent. An unabridged, deep dive into the state of ecommerce. By an operator, for operators … 🔥 Sean Frank unleashes 10 ways to not get cooked in 2025 📊 Connor MacDonald on how to test “what happens next” 🤖 David Segal reveals how to combine AI and your finances Plus, this week’s biggest consumer headlines with links and executive summaries. Connor MacDonald Ridge, CMO What Happens Next? How to Make Each Customer Feel...
2 months ago • 13 min read
We interrupt your regularly scheduled Sean Frank “battle cry” with breaking news … It’s not the money you make. It’s the money you get to keep. Sound cliché? It is. But that doesn’t mean it isn’t true. 🤑 Mehtab Bhogal shows you five ways to make your DTC brand more profitable. 🙈 Cody Plofker reveals a “hidden opportunity” to lift margin per session. 📊 Connor MacDonald shares his worse-but-better Sheet + Loom (classic). Plus, the five biggest headlines from this week in consumer with executive...
2 months ago • 6 min read