
#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
More episodes of DTC POD: How The Best Brands Are Built
- #368 - The Bootstrapper's 9-Figure CPG Playbook: How Azuna Went From DTC to Amazon to Retail With 300% YoY Growth & 2x LTV · February 25, 2026 · 49 min
- #367 - The Insider's Guide to Supplements: What Every Founder Needs to Know About Compliance, Claims, and Scale · December 24, 2025 · 54 min
- #366 - 360° Brand Growth: How Premium Brands Crack the UK, Optimize Their Funnel & Scale Profitably · December 11, 2025 · 49 min
- 365 - From Clicks to Bricks: How Digitally Native Brands Go Massive in Retail · November 28, 2025 · 59 min
- #364 - Cracking the Code on Retention: Recharge CEO Reveals What Best-in-Class Subscription Brands Do Differently · October 31, 2025 · 44 min
- 363 - Creating a Category Leader: The Absorption Company's Rise to Erewhon's #1 Functional Health Brand · October 21, 2025 · 37 min
Explore listener stats, chart rankings, contacts and more on the DTC POD: How The Best Brands Are Built podcast page.