Clearbanc Start Up slide image

Clearbanc Start Up

MASSIVE TRENDS EMERGING Direct to Consumer DTC brands have taken significant market share from incumbents by producing simpler product lines and owning the customer relationship. This has lead to the fall of CPG giants across many categories These brands are able to scale faster and capture more margin than consumer brands ever have in the past Market Share Razor Market US 30% 22.5% 15% 7.5% 2013 ******** Harry's+DTC 2018 Traditional CPG Gillette's share of the market fell from 70% in 2013 to 54% in 2016 - Dollar Shave Club and Harry's combined US share rose from 72% to 12.2% in 2017 Revenue (Billions) Online Mattress Market $3B 25B Home *** xXx $15B $Q.75B 2013 PASTORAL 2018 There has been a huge rise of DTC mattress in the box companies like Casper, Nectar (a Clearbanc customer), Leesa & Purple Casper has stolen almost 10% of the global mattress market in less than 5 years
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