How a D2C Mattress Brand Survived the Post-Crash Shakeout...

What this episode covers

In this episode, Lucas and Luna examine the D2C brand shakeout of 2022–2026, using Casper's journey from unicorn to acquisition and back as the central case. They unpack what Casper got right about brand awareness, what it got wrong about unit economics, and how a wave of digitally native brands are now quietly pivoting to wholesale and retail partnerships to survive. Specific numbers discussed: Casper's pre-IPO valuation of $1.1 billion versus its acquisition price of $216 million, and the 40% of D2C brands that have either closed or been acquired since 2023. The conversation closes with a look at the one metric most D2C founders still ignore: repeat purchase rate within 90 days. #Casper #D2C #DirectToConsumer #BrandStrategy #UnitEconomics #StartupFailures #RetailPivot #WholesaleStrategy #RepeatPurchase #CustomerAcquisitionCost #CAC #LTV #MattressWars #Ecommerce #VCBubble #Marketing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Brand Strategy Podcast with Fexingo: Identity, Positioning, and Long-Term Brand Building?

This episode is 11 minutes long.

When was this The Brand Strategy Podcast with Fexingo: Identity, Positioning, and Long-Term Brand Building episode published?

This episode was published on June 18, 2026.

What is this episode about?

In this episode, Lucas and Luna examine the D2C brand shakeout of 2022–2026, using Casper's journey from unicorn to acquisition and back as the central case. They unpack what Casper got right about brand awareness, what it got wrong about unit...

Can I download this The Brand Strategy Podcast with Fexingo: Identity, Positioning, and Long-Term Brand Building episode?

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