The Take Timeline

Supply Chain

How the cowboys’ take on Supply Chain has evolved.

1. 2026-01-06moderate 70%

   US-made apparel manufacturing is extremely difficult, requiring complex logistics and COGS management that creates a very high bar for profitability.

   This seems like playing the game on the hardest level possible... tackling that problem sounds like such a logistics nightmare and a COGS nightmare.

2. 2026-02-10moderate 60%

   Amazon's same-day and few-hour delivery capability demonstrates superior efficiency and competitive advantage.

   every time I order something and it comes the exact same day... I think that right there is a little summary of how awesome Amazon is. And they are just super efficient.

3. 2026-02-26high confidence 90%

   Smaller 3PLs with centralized, hands-on decision-making maintain better inventory control and accountability than large multi-location operations.

   we have one location. 20 ft behind me is the warehouse... I'm ultimately the final decision maker here... versus a 3PL that might have 20 locations... There's hardly any decision makers in that building.

4. 2026-03-26moderate 65%

   Free shipping is no longer a sufficient bar; FedEx joining Walmart and Amazon in offering 1-2 hour delivery resets shipping-speed expectations for DTC brands.

   It's not just free shipping anymore, man. Now it's 1 hour, it's 2 hour, it's Walmart, it's Amazon, and now FedEx is doing the same thing.

5. 2026-04-04moderate 68%

   Brands should test attaching Amazon's fulfillment/logistics to their own DTC checkout, but must carefully word the copy so customers aren't tipped off to buy on Amazon instead.

   You really should be AB testing the conversion rate of what this is going to do to your website... you do have to be a little bit careful of the copy to make sure you do not confuse the consumer.

6. 2026-04-09moderate 70%

   Costco's near-unlimited return policy, which it treats as a membership-driving marketing cost rather than a loss, has created a lucrative liquidation-reselling opportunity for anyone willing to build the buyer network.

   Costco offers this crazy, you know, return program. You just bring it back forever... It's a marketing, you know, play for them, right? It gets people in the door, increases their membership.

7. 2026-04-30high confidence 85%

   Most ecommerce businesses should outsource fulfillment to a 3PL rather than build and run their own warehouse.

   Most e-commerce businesses should use a 3PL.

8. 2026-05-19Predictionmoderate 62%

   Humanoid robots will take over warehouse/3PL tasks but will still require significant human oversight for maintenance and edge cases.

   Probably still need a significant amount of humans in the loop, humans around to step in and be available to get blisters if they need to.

9. 2026-05-28moderate 70%

   Humanoid robots taking over repetitive warehouse tasks at Catalyst Brands means fewer line workers are needed, freeing humans for higher-value work.

   probably what that means is like we don't need as many people like on the line like turning packages... truly enable humans to do higher value tasks with their brain

10. 2026-06-03moderate 60%

    There is an untapped opportunity in creating a secondary market for cosmetically imperfect but otherwise good produce, reducing waste while supporting small farmers.

    there was just no market for it. So, we said, 'Well, that makes no sense at all, and let's stimulate the demand side and create demand so that we could support these small and medium-sized farmers.'

11. 2026-07-15moderate 70%

    Chris highlights Quint Logistics' rapid growth and fast China-to-US dropshipping delivery times as proof of strong demand for better cross-border fulfillment.

    Our first client shipping a thousand orders per day from China to US customers. 50% delivered in four and a half calendar days... Pricing is the same if not better.

12. 2026-08-11moderate 70%

    The founder guest decided to personally take over fulfillment and pull product from the 3PL after repeated delayed and mis-shipped orders.

    I made the decision that I was going to do it myself... I'm just going to have to show up there and say you know I want my product.

← All topics