OPERATORS

Is owning your own warehouse worth the headache? Or is it a siren song that will slow your growth? Matt Bertulli (CEO, Pela Case and Lomi), Mike Beckham (CEO, Simple Modern), and Curtis Matsko (CEO, Portland Leather Goods) dig into two of the most expensive decisions in ecommerce. Should you own your warehouse or outsource fulfillment to a 3PL? Can a founder ever truly step back from the company they built? They break down the owned warehouse versus 3PL debate, covering when flexibility beats cost savings, and why high-growth brands get burned by leases. From there, the conversation shifts to founder identity and succession, what Tim Cook’s Apple exit and Doug McMillon’s Walmart departure reveal about leadership transitions, and why the skills that built your company can quietly become the thing holding it back. Powered ByFulfilhttps://9ops.co/fulfil Saras Analyticshttps://bit.ly/4a3gzVvPostscripthttps://9ops.co/postscriptRichpanelhttps://9ops.co/richpanelNorthbeamhttps://www.northbeam.io/Aftersellhttps://9ops.co/4i3bb5Operators Newsletterhttps://9operators.com/

Is your incrementality testing giving you accurate data or are you burning budget on a broken signal? Austin Harrison (CEO, Northbeam) joins Sean Frank (CEO, Ridge) and Katy Mimari (CEO, Caden Lane) to challenge the most repeated advice in ecommerce measurement: that longer tests are always better, holdouts are interchangeable, and incrementality alone is enough to make media decisions. They break down when a growing brand needs incrementality versus MTA, and how running tests inside a noisy environment can produce weeks of data worth nothing. Sean pulls from Ridge’s own results to show how layering incrementality on top of MTA unlocked YouTube spend that in-platform data never would have justified, while Katy’s botched first test proves clean test conditions matter as much as the tool itself. They also dig into why moving up funnel on Meta is outperforming conversion campaigns at scale, and what separates the fastest-growing ecommerce brands in 2026 on creative. Powered ByFulfilhttps://bit.ly/3pAp2vuSaras Analyticshttps://bit.ly/9OP-YtdescAftersellhttps://9ops.co/4i3bb5Richpanelhttps://9ops.co/richpanelNorthbeamhttps://www.northbeam.io/Postscripthttps://9ops.co/postscriptOperators Newsletterhttps://9operators.com/

Operators Titans is brought to you by AppLovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits here: https://www.9operators.com/paid-growth Or, skip the waitlist and launch your AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators How do you build a DTC telehealth platform from scratch and play the long game right? Tim Doyle, founder of Eucalyptus and incoming SVP International at Hims & Hers, joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) for a wide-ranging conversation on building, scaling, and exiting one of the most ambitious DTC healthcare companies outside the US. Tim traces his path from political media buying in Australia to launching a multi-brand telehealth platform across multiple continents and the hard lessons in between. The conversation covers Tim’s “salary cap” approach to talent building, how Eucalyptus turned clinical outcomes into its most powerful marketing asset, and why he believes bold creative scripts remain the most underrated lever in consumer marketing.

What happens in ecommerce when obesity is cured? Sean Frank (CEO of Ridge) and Matt Bertulli (CEO of Pela Case x Lomi) dig into one of the biggest health-and-wellness trends they’ve seen in their careers: the GLP-1 wave and how it’s rewiring consumers. They cover who’s about to get crushed and who’s sitting on a gold mine. From the collapse of plus-size apparel and the slow death of junk food to the rise of fiber, longevity, and gut health, they map out the second and third-order effects. They also get into why ecommerce is still the fastest engine for CPG growth, and what Sean sees as the next ingredient trends worth betting on — colostrum to hair loss to mental health. Powered ByFulfilhttps://bit.ly/3pAp2vuPostscripthttps://9ops.co/postscriptRichpanelhttps://9ops.co/richpanelNorthbeamhttps://www.northbeam.io/Aftersellhttps://9ops.co/4i3bb5Saras Analyticshttps://bit.ly/9OP-YtdescOperators Newsletterhttps://9operators.com/

“95% of AI pilots fail. I lived that, full stop.” Craig Foldes (Founder of ChatWalrus, fmr. Global Head of AI at Crocs) and Matt Kruer (CIO at Bissell) join host Sean Frank to explore the state of AI within enterprise versus DTC brands. The conversation covers how to find + celebrate the 10% of employees who are AI power users, what it looks like when adoption works, and why this is “for the rebels.” They debate whether AI is the great equalizer or a quiet advantage, unpack which parts of the AI hype cycle are overblown, and make the case that the people who learn to master these tools now are the ones who will win, in their careers and in their companies. Craig Foldes https://www.chatwalrus.com/ https://www.linkedin.com/in/craig-foldes-1b949b96/ Matt Kruer https://x.com/matthew_kruer https://www.linkedin.com/in/matthew-kruer-9a90b716/ Powered By Fulfil https://bit.ly/3pAp2vu Aftersell https://9ops.co/4i3bb5 Richpanel https://9ops.co/richpanel Northbeam https://www.northbeam.io/ Saras Analytics https://bit.ly/9OP-Ytdesc Postscript https://9ops.co/postscript Operators Newsletter https://9operators.com/

Brought to you by Applovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits. https://www.9operators.com/paid-growth Or, skip the waitlist and launch your AppLovin ads today with our Operators-exclusive link: https://axon.ai/en/9operators Matt Bertulli, CEO of Pela Case and Lomi, and Mike Beckham, CEO of Simple Modern, sit down with Kat Cole, CEO of AG1, to trace one of the most unconventional executive careers in consumer. From hostess at Hooters at 17 to vice president by 26, to leading a multi-billion dollar restaurant empire through the pandemic, Kat's path defies every traditional playbook. The conversation covers how crisis sharpens leadership into an arrow, why Kat’s “Hotshot Rule” has been a weekly practice for nearly two decades, and how AG1 quietly spent two years shoring up operations and clinical science before unleashing a wave of launches — new products, new flavors, a Costco debut, and Hugh Jackman — in a single six-month run. They also dig into the Athletic Greens to AG1 rebrand, what it really means to stay close to your customer when you're fully remote, and why Kat believes product quality is the most underrated growth strategy in the game.

Leadership isn’t about being liked. It’s about making hard decisions, living with the consequences, and still winning. Mike Beckham, Matt Bertulli, and Jason Panzer sit down to talk honestly about what leadership really costs when the stakes are high. They dig into hiring and firing decisions, culture trade-offs, growth versus profitability, and the personal pressure that comes with running large, successful businesses. The conversation avoids motivational clichés and focuses on what actually works when real money and people are involved. The episode moves beyond strong opinions into the results behind them, including margins, growth trade-offs, enterprise value, and scale. They explore why most people shouldn’t lead, how insecurity quietly damages businesses, and why saying no is often a leader’s most important job. Along the way, they challenge common leadership advice and ask uncomfortable questions about who leadership is really for. Powered ByFulfilhttps://bit.ly/3pAp2vuNorthbeamhttps://www.northbeam.io/Saras Analyticshttps://bit.ly/9OP-YtdescPostscripthttps://9ops.co/postscriptAftersellhttps://9ops.co/4i3bb5Richpanelhttps://9ops.co/richpanelOperators Newsletterhttps://9operators.com/