Episode · 2026-02-20
Chubbies Launches Bikini Brand?
Chubbies Launches Bikini Brand? | Ebay Buys Depop from Etsy | Rok Hladnik Joins (2.19.26)
Rundown
Rok Hladnik joins to discuss Meta's audience network inflating ad metrics and emphasizes the necessity of testing ad platforms empirically before dismissing them. The episode covers Chubbies launching a women's bikini brand, effective email/SMS capture tactics using membership programs, and insights on subscription business valuations and favorable exit multiples.
Takes from this episode
Ad platforms must be tested with holdout tests rather than dismissed based on intuition or secondhand reports.
Did you do a hold out test? You actually have to test the platform first.
Audience network inflates CTR metrics, making ad creative appear more performant than it actually is in reality.
your creatives don't actually have this good CTR, right? Because of the audience network is inflating.
Chubbies' expansion into women's swimwear represents a natural category extension that will be highly successful.Prediction
I think it's a natural next step and I think it's going to be an absolute slam home run.
Subscription recurring revenue businesses command favorable sale multiples, particularly in high-performing categories like pet products.
It is a subscription reoccurring revenue business... you can get some similar multiples for these types of outcomes.