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A Behind the Scenes Look into Consumer Brand Investing with Liz Gordon from L Catterton
Manage episode 373120253 series 3446717
Το περιεχόμενο παρέχεται από το Kait Stephens. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kait Stephens ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this episode, we meet Liz Gordon, Vice President at L Catterton.
L Catterton is a the worlds largest consumer investment fund with $35B assets under management.
Liz dives deep into growth investment, as well as the themes and metrics that drive investment evaluation and valuation, and much more.
Topics covered
- Metrics for evaluating investments
- How current economic environments effects investing
- Growth investing vs Venture investing
- Omnichannel strategy
- Cohort analysis for digital brands
- Good LTV and CAC benchmarks
- Brand behaviours with new ios changes
Takeaways
- L Catterton invests in fast growing consumer companies
- Gross margins differ by category and channel, i..e food & beverage is on average 40%, where as beauty could be 60-80%
- Strong category, proof points, and working unit economics are entry point metrics that L Catteron looks for
- Growth investors seek lower risk and lower returns compared to venture investors
- Businesses with high propensity for repeat purchases are attractive invesments
- Digital LTV is much easier to measure than CAC; 3-5 LTV:CAC ratios are attractive
- Cohort analysis is cohort or how specific group of customer look like and how to track them over time on monthly basis.
- Omnichannel is meeting consumer where they are; brands need to diversify channels to be resilient to changes like iOS14
Please let us know your thoughts about the episode!
Where to findLiz Gordon:
Linkedin: https://www.linkedin.com/in/liz-gordon-32438235/
Website: https://www.lcatterton.com/
Where to find Kait Stephens:
Linkedin: https://www.linkedin.com/in/kait-margraf-stephens/
Website: www.brij.it
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