What happens when a brand grows faster than its ops stack? Bad, scary things that a customer care rep has stress dreams about.
This week Set Active came clean about what a factory oopsie is actually costing them: where things got messed up operationally, and how they’re changing their business and drop model to adjust to the new operational normal… lucky us and any other nosy people who like to see what brands are doing behind the scenes!
More on that and other juicy consumer news this week, below the jump.

Sarah Shapiro published an excellent take on Set Active’s founder Lindsey Carter’s announcement that the brand’s BFCM drops will not arrive on time and they will be taking a $10M loss in projected revenue by not selling them on pre-order. From now on, Set plans to only sell inventory that has landed at the warehouse and made it through a QC. Check out Sarah’s interesting deep dive on the why and the how!
Can a founder expect to actually make any of that earn out they’re promised in an acquisition? The pragmatic math on how much you’ll realistically take home…
Ruben Dominguez says the next big consumer opportunity is in creating products that gives users some friction back.
More on the brilliant influencer product partnership playbook from Saie and Hannah Chody, this time through Hannah’s eyes as an influencer.
Speaking of product partnerships, here’s why Away and John Summit seem to be setting a bunch of luggage on fire…
Ochuko Akpovbovbo wisely pointed out that Jennifer Lawrence must have gotten on Instagram to promote her new hair care brand in an effort to avoid the fate of Scarlett Johansson’s The Outset.
Looking for a monster database of family offices to pitch? Here’s a big Google Sheet full of ‘em.
Substack’s number one voice on all things social (the inimitable Rachel Karten) wisely calls out that if you’re tired of copy paste trends on social, it’s on you/your brand to subvert them.

No new episode this week as we take a break between seasons, but have you checked out some of these favorite episodes from the last year of Commerce is Chaos?
Rhino USA CEO Ted Repic on turning a pickup truck and a dream into TikTok Shop’s #1 automotive seller.
Owl’s Brew co-founder Jennie Ripps on growing 918% in year one without handing out a single free sample.
GoodPop founder Daniel Goetz on building a $63M popsicle empire from $3,500 and a borrowed kitchen, with zero investors.
Little Spoon CBO Caryn Wasser on pulling off Target’s biggest food launch ever without a big-brand media budget.
You can catch Commerce is Chaos, out weekly, on YouTube, Spotify or Apple Podcasts! We’ll be back with Season 3 after a short break, but in the mean time, don’t forget to drop us any feedback or guest requests in the comments.





ty for the shout!