Focus, Moats, and the New Consumer Playbook with Drew Skolnik of KarpReilly

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/fc/d5/58/fcd55839-2848-74ee-1c2f-914f1218fb1a/mza_2587460225194023173.jpg/600x600bb.jpg

In The Money: eCommerce, DTC, and CPG

36 episodes

2 days ago

A podcast about the real economics of ecommerce, DTC, and CPG. Hosted by Fan Bi, In The Money features honest convos with the people building, growing, and investing in modern consumer brands.

Business

RSS

All content for In The Money: eCommerce, DTC, and CPG is the property of In The Money: eCommerce, DTC, and CPG and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

A podcast about the real economics of ecommerce, DTC, and CPG. Hosted by Fan Bi, In The Money features honest convos with the people building, growing, and investing in modern consumer brands.

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/43587055/43587055-1746401575273-7a897cc40532.jpg

Focus, Moats, and the New Consumer Playbook with Drew Skolnik of KarpReilly

In The Money: eCommerce, DTC, and CPG

41 minutes 5 seconds

1 month ago

Focus, Moats, and the New Consumer Playbook with Drew Skolnik of KarpReilly

The consumer investing landscape has shifted and few people have a better view of that evolution than Drew Skolnik, Partner at KarpReilly, one of the most respected growth equity investors in consumer, retail, and CPG.

In this episode, Drew breaks down how capital discipline, focus, and brand fundamentals have become the new edge in consumer investing.

We cover:

How investor expectations have changed since the 2021 boom
Why sustainable growth now beats blitzscaling
The “hand-to-mouth tax” founders pay for undercapitalization
How KarpReilly evaluates brands between $20M–$100M in revenue
Case studies like Boxycharm, Spindrift, and Made In
Why protein is a durable macro trend and what GLP-1 drugs mean for food and beverage
The rising role of AI in portfolio operations and marketing

Drew also shares what he looks for in founders, the importance of execution as a moat, and why the best businesses are often built in tough environments.