Guest
Brian
1 indexed appearance on the show — Brand Strategy, Consumer Trends, Finance & Exits, Paid Media, Product Development
Appearances
Takes from the episode
Extracted from the full conversation — a take may be the cowboys’ or the guest’s. The clip link settles it.
2026-06-12 Paid Media
DTC brands wrongly assume Google's ad-bidding algorithm is as capable as Meta's, when in reality Google campaigns need deliberate manual segmentation to perform.
they assume that Google's bidding algorithms are as smart as meta, and that's just not true at all... you really do need to have some degree of smart segmentation to tell it where it needs to go.
▶ 1:09:20 2026-06-12 Brand Strategy
LMNT's lawsuit against Oasis over misreported ingredient/metric data will trigger more legal action from other consumer brands as the industry polices bad actors.
I'm shocked that most of them didn't come together as a class action... it is interesting that it's just Element, but I wouldn't be surprised if more are going to follow suit.
▶ 8:40 2026-06-12 Consumer Trends
GLP-1 medication usage is the underlying driver pushing consumers from sugary snacks toward natural high-protein foods like cottage cheese and yogurt.
the underlying growing factor is GLP1 use... this shift is also what's fueling dairy products with a high protein serving like cottage cheese and yogurt.
▶ 34:40 2026-06-12 Consumer Trends
Health and wellness consumer brands are currently experiencing outsized growth and profitability across the category.
life and health consumer brands right now are doing extremely well... I think they grew [profitability] unbelievable.
▶ 17:20 2026-06-12 Finance & Exits
Using product boxes to build early relationships with pre-seed/seed DTC brands pays off later by securing investment allocation once those brands raise a hot Series A or B.
the boxes help us meet brands early, build relationships with them... hopefully we always have the privilege of still getting allocation just because we've known the founders for so long.
▶ 43:20 2026-06-12 Finance & Exits
Founders who falsely claim other investors are already committed burn their credibility because investors compare notes, killing future deal access.
if you get your hand caught in the cookie jar and the guy was like, 'No, like we're not even close'... all deals are off the table at that point.
▶ 1:00:40