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DTC Unboxed
DTC Unboxed: Breakdown - How Gruns Hit $300M ARR in 2.5 Years (And Why the Model Is Genius)
Grüns went from zero to $300M ARR in 2.5 years. They ship 4 million gummies per day, just raised a $35M Series B at a $500M valuation, and have 10 new products launching in 2026.
This isn't luck. It's an intelligently architected DTC model - and in this solo breakdown episode, Ryan Walton tears it apart piece by piece.
This episode is a different format to our usual guest interviews. Ryan runs through the full Gruns growth funnel - product strategy, pricing mechanics, landing pages, creative strategy and unit economics - to show exactly why this model is scaling so fast and what DTC operators can learn from it.
00:00 — Intro: Why Gruns is the holy grail of DTC growth right now
01:00 — What Gruns actually is and who built it
03:00 — The AG1 problem: taste and value as the two biggest objections in the category
06:00 — How Gruns solved both problems and redesigned the category
10:00 — The wellness market opportunity: energy, gut health and immunity
12:00 — Landing page breakdown: why 80% of traffic goes to blog-style pages
16:00 — The GLP-1 angle and why it's smarter than it looks
20:00 — Creative strategy: visual diversity, conceptual diversity and the squint test
22:00 — Persona breakdown: gym bros, menopausal women, parents and GLP-1 users
28:00 — Whitelisting and why Gruns maps creator pages to target personas
32:00 — Reverse engineering the full TAM strategy
35:00 — Unit economics: AOV, LTV and why they're probably losing money on first purchase on purpose
**37:00** — Why a high LTV model lets you hammer spend and scale fast
Website: https:// dtcunboxed.com
DTC Unboxed is the growth podcast for DTC operators - unpacking the tools, tactics and principles behind the world's fastest-growing direct-to-consumer brands.
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7. ZOE: Unboxed - The one hook that cut Zoe's CAC in half with Raphael Yarish
59:59||Season 1, Ep. 7He had 30 minutes with Steven Bartlett. The brand team had six hours. He spent all 30 minutes filming hooks.That is Raph's approach to performance creative in one scene. Over five years and $50M+ in Meta spend across Zoe, Speechify and Mojo, he built systems that produced 500 ads in a day with three people. One CGM hook cut Zoe's CAC by half. At Speechify he helped scale from 50 ads a month to 2,000. Now as co-founder of AdManage.ai, he's behind nearly 2 million Meta ad launches.This episode is a practical breakdown of how high-volume creative systems actually work: who to hire, how to structure shoots, how to measure what matters and what the volume data really shows about how spend scales.If you are running paid social, building a creative team or trying to get more out of Meta, this one is for you.(0:00) Trailer (1:04) Introduction (1:42) Raph's background and early career in paid media (3:43) Joining ZOE as head of performance (4:37) Shooting with Steven Bartlett: 30 minutes vs six hours (8:13) The CGM education problem: advertising a complex product (10:49) The hook that cut ZOE's CAC by half (14:43) Building a high-volume creative system with a lean team (20:57) Brand vs performance tension and how to navigate it (27:04) Attribution, MER multiples and geo holdout methodology (34:57) Why your performance person needs to be on set (38:39) Speechify: 500 ads in a day with three people (43:18) Iteration vs net new: when to switch and why (53:10) AI ads and what formats are actually winning now (57:13) Three levers: creative volume, offers and KPIsFollow DTC Unboxed: https://linktr.ee/dtcunboxed Follow Raphael on LinkedIn: https://www.linkedin.com/in/raphaelyarish/ Follow Ryan on LinkedIn: https://www.linkedin.com/in/aurary/
6. HelloFresh: Unboxed - $100M In. Her Worst Ads Taught Her Most with Madelyn Byers
42:33||Season 1, Ep. 6Madelyn Byers has managed over $100 million in media spend, had individual videos spend tens of millions, and says she still sometimes has no idea what will work. After a decade in D2C, that is not a confession. It is a philosophy.She built the in-house performance creative programme at HelloFresh Group, working across HelloFresh, EveryPlate, Factor and Green Chef. She was an early member of Aura Ads' growth team. She now works on growth at Black Girl Vitamins, one of the fastest-growing supplement brands in DTC.In this episode, Madelyn and Ryan cover her two-lane creative system: running optimisation and experimentation in parallel rather than in opposition. They get into why the body and CTA of a video ad are more important than most people give them credit for, how she structures creative testing with real spend thresholds rather than gut feel, and what Andromeda has genuinely changed about the way performance creative works. They also cover why statics kept winning at HelloFresh through the video era, how working across four brands inside the same group shapes your view of personas and brand role, and why the worst-performing ads in her career taught her more than the ones that scaled.For DTC operators and growth marketers who live in ad accounts.(00:00) Introduction(00:43) Madelyn's background and joining Black Girl Vitamins(02:46) How creative became the targeting on Meta(04:04) Why knowing media buying and creative both matter(05:19) The two-lane creative system: optimisation vs. experimentation(08:20) Hook, body and CTA: what drives performance(10:10) HelloFresh creative: statics, subscription and beyond discounting(14:22) Working cross-brand: Factor, EveryPlate and Green Chef(17:24) Being customer-first and building around personas(18:57) Authentic content and making someone feel seen(22:35) Learning from failures and when organic and paid started to merge(27:01) Staying inspired and prioritising ideas(31:06) Ugly ads, niche personas and addressing elephants in the room(34:18) Andromeda: what automation means for creative strategy(38:29) Creative testing: spend thresholds, winner criteria and account structure(42:15) Final advice: go learn the technical sideFollow DTC Unboxed: https://linktr.ee/dtcunboxedFollow Madelyn on LinkedIn: https://www.linkedin.com/in/madelynbyers/Follow Ryan on LinkedIn: https://www.linkedin.com/in/aurary/
5. The Oodie: Unboxed - "Getting Banned on Meta Was Our Best Move" with Paddy Kennedy
50:48||Season 1, Ep. 5Paddy Kennedy managed $5M a month in global media spend at Oodie and helped scale it to $220M in turnover. At Füm, he built an entire multi-channel growth programme from scratch when Meta kept banning their account. Now he is building Menina, his own DTC eyewear brand, launching June 26th.In this episode Ryan sits down with Paddy to unpack three growth levers most DTC operators underinvest in: Employee Generated Content, podcast advertising and the full-funnel persona approach that holds up in the Andromeda era. Plus what a career performance marketer discovers when they try to build a brand brand for the first time.If you work in DTC, run growth for an ecommerce brand, or are building your own product business, this one is worth your time.(00:00) Introduction (00:53) Who is Paddy Kennedy (01:41) Selling snapbacks at school (03:26) The Melbourne watch brand (04:41) How Paddy landed at Oodie (05:23) COVID and Oodie: perfect timing (05:48) Brand manager to head of marketing (07:48) What is Füm (08:47) Meta is still the meta (09:04) Employee Generated Content (09:15) The Oodie Girl (09:51) Why EGC builds brand trust (10:20) Represent 247 and Minted New York (12:22) Authentic vs AI-generated creative (13:07) Meta Andromeda explained (13:56) Persona-matched creative at Füm (14:51) Whitelisting: still underutilised (15:16) Founder account vs brand account (16:04) Groons: full-funnel persona targeting (17:03) Why brands are not doing EGC (18:07) How to hire for an EGC role (19:34) Podcast advertising at Füm (20:01) Getting banned on Meta (21:07) Podcast strategy: CPM and show selection (22:16) Why crime podcasts outsold everything (23:24) Podcast ad creative approach (23:52) Measuring podcast ROI (24:32) Discount codes, Fairing and Podscribe (25:14) Podscribe: multi-touch attribution (25:38) Podcast as digital billboards (26:59) Podcast as a long-tail channel (27:36) The clipping economy (28:56) The moment that validated podcasts (29:55) Media mix: 60/40 (30:14) YouTube creator partnerships (31:40) YouTube as passive income (32:56) Organic vs paid YouTube (33:53) Creator selection: category fit (34:08) Ridge Wallet and MKBHD (35:49) YouTube Shorts (37:02) Google Demand Gen (37:40) YouTube in the DTC funnel (38:52) TikTok Shop: here to stay?(39:35) TikTok Shop AOV: $30 to $50 (39:56) The TikTok affiliate flywheel (41:33) Live shopping: China vs the West (42:41) Menina: DTC eyewear brand (42:56) The story behind the name (44:04) June 26th launch and scarcity model (45:21) Performance marketer builds a fashion brand (46:48) Direct response vs brand marketing (47:38) Menina product details (49:04) Leveraging a creator's audience (49:35) Why it is not merch (50:05) Product quality as the foundationFollow DTC Unboxed: https://linktr.ee/dtcunboxed Follow Paddy on LinkedIn: https://www.linkedin.com/in/paddytkennedy/ Follow Ryan on LinkedIn: https://www.linkedin.com/in/aurary/DTC Unboxed is the growth podcast for modern direct-to-consumer brands. New episodes every two weeks.
4. Smalls: Unboxed - "They Literally Repackage Dog Food and Sell It to Cats." How Smalls Is Dismantling Big Pet with Will Youm
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3. AG1: Unboxed - How AG1 Leveraged Podcast Advertising To Grow From $10M to $600M
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1. Tushy: Unboxed - How Tushy Convinced 3 Million Americans to Ditch Toilet Paper with Jerel Blades
51:58||Season 1, Ep. 1Tushy has convinced 3 million+ Americans to ditch toilet paper, challenging bathroom habits that have gone unchanged for 170 years. In this episode, Ryan sits down with Jerel Blades, Head of Growth at Tushy, to unpack the growth playbook behind one of DTC's most recognisable brands.0:00 Intro01:35 - Defining Bathroom Wellness: Shifting from "The Bidet Company" to a "from gut to butt to bowl" ecosystem.04:00 The "Blue Ocean" Challenge: Educating a market where only 6% of households use a bidet compared to 60-70% in Asia.05:34 Three Pillars of Growth: Jerel’s fundamental framework08:14 OOH & Awareness: Using unconventional "poop trucks" 10:00 The Consideration Cycle: Analyzing why 40% of new customers known the brand for over a year before buying.11:11 The Power of Word-of-Mouth: How a remarkable product drives 35-40% of sales through friends and partners.12:27 Whitelisting & Human Trust: Why creator-led content is 10x more effective than clinical brand advertising.15:10 The "Andromeda" Era: Moving away from complex lookalikes back to the core principles of emotional, story-driven marketing.18:58 Strategic Innovation: Using product launches like fiber gummies to re-engage customers who haven't bought since 2021.21:38 Amazon as a Proxy: Using marketplace data to identify sub-category growth and inform the product roadmap.25:38 The LTV Unlock: Why Tushy focuses on multi-packs and bundles.28:01 Retention Nuance: Distinguishing between "repeat" (unpredictable upgrades) and "recurring" (predictable subscription) revenue.30:45 Innovation vs. Market Penetration: Deciding when to double down on one product based on the Total Addressable Market (TAM).32:55 Brand as a Performance Lever: How a strong brand presence in culture directly reduces Customer Acquisition Cost (CAC).38:36 Movement-Based Marketing: Building a sense of "cultural movement" (like Caraway) to maintain demand during economic pullbacks.41:43 Post-Tariff Resilience: How a 140% cost increase forced the team to become more disciplined, creative entrepreneurs.45:10 The Future of Toileting: Expanding into AI stool tracking (the Hindsight app) and 10 new product launches for 2026.48:49 Avoiding "Shiny Tool Syndrome": Final advice on ignoring software hype to focus on the human fundamentals of persuasion.Website: https://dtcunboxed.comFollow Jerel: https://www.linkedin.com/in/jerel-blades-89407412b/DTC Unboxed is the growth podcast for DTC operators - unpacking the tools, tactics and principles behind the world's fastest-growing direct-to-consumer brands.