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SMB Catalyst

K&S pod

D2C and wellness

Direct-to-consumer and wellness brands graduating into omnichannel.

Signals

Patterns we see when this sector hits the wall

  • Channel mix is fragmented and CAC is rising

  • Inventory across channels is hard to picture daily

  • Brand ops is heroic, not rhythm-based

Recent engagements

Where we have run this playbook

  • Premium eyewear

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