#359 - Inside Bullish: Lessons from Backing Major DTC Winners (Peloton, Harry’s, Warby Parker)

#359 - Inside Bullish: Lessons from Backing Major DTC Winners (Peloton, Harry’s, Warby Parker)

From DTC POD: How The Best Brands Are Built by Ramon Berrios, Blaine Bolus

July 3, 2025 · 48 min · Episode 359

About this episode

Brent Vartan discusses the essential elements of successful DTC brands and the role of foundational brand strategy.

Brent Vartan is Managing Partner and Co-Founder at Bullish, a hybrid branding agency and early-stage venture fund that backs some of the DTC’s most recognizable names, including Peloton, Warby Parker, Casper, Harry’s, Hu, Nom Nom, Bubble, and more. In this episode of DTC Pod, Brent discusses the DNA of world-class DTC brands, why foundational brand strategy matters more than ever, and how Bullish works alongside founders to create lasting, acquisition-worthy brands.

People in this episode

Guest: Brent Vartan

Topics covered

  • DTC brands
  • branding
  • venture capital
  • entrepreneurship

Keywords

  • Peloton
  • Warby Parker
  • Harry’s
  • Bullish
  • acquisition-worthy brands

Mentioned in this episode

Products: Peloton, Warby Parker, Casper, Harry’s, Hu, Nom Nom, Bubble

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