DTC Pulse — Week of March 1, 2026

AI is collapsing roles, reshaping infrastructure, and changing how operators work — but the fundamentals still win.

AppLovin is printing money + the market doesn't care

AppLovin is an absolute cash MACHINE. What is the market thinking? Plus, Block didn't fire 40% of their staff because of AI.

Klaviyo's dying. Here's how to save it.

Klaviyo's stock is down 61% on an AI transformation story (with compressing margins). Plus, how I'm re-learning how to work.

Top 5 DTC Conversations 2/16/26

Shopify’s incredible earnings + bad narrative

Shopify posted crazy numbers again, but the stock’s taking a hard hit. Plus, AI is officially good enough to replace or delay hires at Coco.

Buying the Outrageous Amazon Dip

Amazon’s gotten clobbered in the market because nobody gets what they’re really doing—preparing to be the biggest robotics winner. Plus, I’m obsessed with OpenClaw.

17+ yrs later: Making Twilio Profitable

Today, we’re going to make Twilio FINALLY start throwing off some cash and for the love of god pull them away from AI distractions. Plus, Coco’s full AI tech stack.

The Stupidest Deal of All Time (by Laird)

After reviewing 100s of deals, not a whole lot surprises me at this point, but Laird buying Navitas just might be the worst 1 of all time. Plus, Coco AI’s tech stack.

50xing value of MY company: Coco AI

Let’s Buy Coco all over again: what would I do differently, and how am I going to seriously Scale This Biz in the next 5 years.

My #1 Career/Life Unlock: Thoughtful Goals

We’re taking a brutally honest look at my 2025 goals + setting some for 2026. Plus, my earnest push for everyone to try goal-setting to improve personal + professional success.

Our 2026 Predictions

2026 is going to be more of the same. The Struggle is real, but at the same time there will be opportunities abound.

MSG Sports (Knicks & Rangers)

Today I'm playing out my childhood fantasy and freeing my favorite teams from the worst ownership family in Sports

Coco December Update

After doubling Coco in the Operator seat this year. Here's my 3 big takeaways for next year.

10xing Torrid AFTER It Goes Bankrupt

Torrid’s dangling by a thread, and they’re drowning in debt. Bankruptcy is inevitable, but we’re ready with a plan to save them. Plus put your offer everywhere.

5xing the worst biz ever: Stitch Fix

Stitch Fix is a catastrophic failure of a biz, but with extreme measures, they might be able to AI-ify into profitability, which we’ll implement. Plus, my LLM research assistant.

Olaplex’s Crazy Collapse + Only Way Forward

Olaplex grew way too fast and didn’t grow thoughtfully—it brought them to death’s doorway. Plus, my last-minute holiday hack for you.

10xing Hims up to $100B+

Hims is the best DTC brand of the last decade. Naturally, we’re gonna 10x them. Plus I’ll build out + Guarantee 10x ROI on WhatsApp this holiday.

4xing Chewy to the Pet-Everything Brand

Chewy has beyond razor thin margins, and what they need is aggressive refocus and bold moves to propel the next 25 yrs. Plus, I need help: how do YOU balance work + life?

3xing Steven Madden with a “Factory Line”

Steven Madden needs to evolve to survive another generation—and we’ll help them do it (+ 3x our $). Plus, saving $3.5k/mo with an AI EA.

2xing + Saving Canada Goose from Itself

Canada Goose’s been treading water for 3 years, but we’ll get them soaring again by aggressively refocusing and investing in what actually matters. Plus, the Coco September Update.

20xing On Running -> #1 Premium Sportswear

On Running is doing ridiculously well, but they need to avoid some common mistakes to become a generational brand. Plus, do you know your Weeks of Inventory?

10xing Lulu’s (Drew Sanocki Style)

Lulu’s is the perfect candidate for the Sanocki special: cut hard, obsess over profitability, and sell to the highest bidder. Plus, the death of affordable brands.

Scaling Oddity to a $10B LVMH exit

Oddity has beautiful fundamentals, and they’re only getting better—so, let’s throw rocket fuel on this ship and 3x them. Plus, real examples of how I use AI every day.

Flipping Peloton into Kirkland Fitness (Yes, Really)

Apple didn’t bite, but we could build a $500m/yr Kirkland line here + scale Costco even higher. Plus, rumors of the great AI demise.

5xing ELF Beauty to Estée

ELF is the only possible challenger to multi-gen beauty empires like Coty and Estée—and here’s how they get there even faster. Plus, Coco CRUSHED August!