Beating D2C startups at their own game, established brands are poised for growth

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Key stat: Digital D2C disruptors, like Peloton and Casper, will bring in about $100 billion less in US ecommerce sales than the $134.55 billion of their established counterparts this year, according to our forecast.

Beyond the chart:

• Established brands’ D2C ecommerce sales will grow by 16.2% in 2023, while those of digitally native vertical brands (DNVBs) will increase by just 1.8%.
• Tesla, lululemon athletica, and Nike are the fastest-growing established brands in this space.

Use this chart:

• Determine your D2C strategy.
• Consider the value of partnerships with established brands versus with DNVBs.

More like this:

• Nike tiptoes away from its D2C push
• How retailers like eBay, Instacart, and Tapestry are tackling stubborn retail problems
• Revenue growth has slowed despite the influx of new paid retail memberships
• D2C Brands 2023 (Insider Intelligence subscription required)

More Chart of the Day:

• 6/14 - Buyers without borders
• 6/13 - Top of the funnel to you
• 6/12 - YouTube’s retail rush
• 6/9 - Make it discount
• 6/8 - Google’s biggest rivals

Methodology: Estimates are based on the analysis of data from benchmark source US Department of Commerce, estimates from other research firms, historical trends, reported and estimated revenues from major online retailers, consumer online buying trends, and macro-level economic conditions.