“Whoever can spend the most money is going to win.”

Sean Frank (CEO, Ridge), Matt Bertulli (CEO, Pela Case & Lomi), Jason Panzer (President, HexClad), and Mike Beckham (CEO, Simple Modern) audit the first half of 2026. The focus is a sound ecommerce growth strategy for Q3 and Q4. No guests, no fluff. Just what worked, what blew up, and where they’re placing their bets.

Amazon leads the conversation, with Sean up over 100% year over year on full assortment parity and Mike beating Liquid IV on a $4 blended CAC. Wholesale gets a harder look, with Sean holding a big-three PO and an 18-month runway to shelf. The group then pulls apart margin profile as a competitive weapon, why most consumable brands are quietly heading toward a reckoning, and what it takes to set a spending floor competitors cannot match.

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“We built our iPhone before we built our Apple.”

How do you scale a hardware brand from $7M to $1.5B without chasing cheap CPMs?

Jacob Zuppke (CEO, Whisker) joins Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to break down how a self-cleaning litter box company became a $1.5B brand through US manufacturing, big creative swings, and a deliberate omnichannel strategy.

Jacob breaks down the marketing that fueled a decade of growth, including how TV outperformed Meta for years, and why Whisker held off Amazon until branded search volume made the case impossible to ignore. He also gets into the Whisker app, which logs 4.7 million cat weigh-ins per day, and why that software layer is where the brand’s omnichannel strategy gets its deepest competitive teeth.

What does Ridge’s annual revenue growth 2025–2026 look like when you launch three new categories at once?

Sean Frank (CEO, Ridge) joins Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to get into what it looks like when a founder goes all-in on ecommerce product expansion while navigating new fatherhood, a tough M&A market, and a company that had to reinvent its growth story.

Sean breaks down the Shark Ninja model. Ship fast, cut losers, never wait on a five-year roadmap. He walks through what made the Marques Brownlee (MKBHD) partnership succeed where a $4 million celebrity deal would have failed. Finally, he gets candid about fatherhood and the DTC acquisition market, where over 70% of deals since 2022 drew zero bids.

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