Are D2C companies f*cked?

  • Facebook ad prices have tripled in the last 2 years.
  • Apple’s iOS 14.5 update forced apps to comply with its Ad Tracking Transparency (ATT) framework, which requires advertisers to ask permission to track users’ activity.
  • Supply chain challenges have jacked up import costs. The price to ship a container from China to the US has risen from $2k to $15k since the beginning of the pandemic.