cayla o'connell davis & subset

In this episode of Read Receipt, Sean sits down with Cayla O'Connell Davis, co-founder and CEO of Subset, the organic cotton underwear brand rethinking what goes into your most-worn layer.Cayla bootstrapped Subset in one of the toughest categories to fund, buying inventory five to six months ahead and launching with just four styles. One of them, the high-rise brief, got written up by Vogue and became a cult favorite that carried the brand out of the gate.She gets into the scrappy, human side of growth: a first-of-its-kind program that takes back and recycles your old underwear, handing out free undies on the streets of New York, Galentine's Day roses with a buyback card, and why she markets an unseen product more like a perfume brand. Along the way she shares hard-won lessons on doing the unscalable things on purpose, and protecting time to stay creative several years in.Tune in for an honest look at building a mission-driven brand through organic cotton, grassroots marketing, and a refusal to grow the easy way!For 20% off Subset, use code READRECEIPT. Chapters:00:00 - Cold open00:36 - What Subset is01:00 - The family-run factory in India03:00 - Bootstrapping an expensive category04:24 - Launching with four styles and the Vogue high-rise brief07:26 - The first 16,000-unit order09:02 - Would she launch with PR today?10:40 - The take-back recycling program13:35 - Recycling as acquisition, then Trashie and SuperCircle16:40 - What's driving new growth now17:30 - Giving away underwear on the streets of New York18:00 - Cotton vs synthetics: the health case22:06 - The "ask me about my underwear" sign28:32 - Galentine's roses and being a fun brand31:30 - World-building for a product you can't see33:33 - Getting flagged as adult content in paid ads34:56 - New-media marketing: just be yourself39:14 - Protecting time to stay creative42:34 - Close