What most e-commerce brands miss in their P&L with Jeremy Horowitz

Growth does not happen in one department. It happens when marketing, operations, and finance move together.

Returns get messy fast. They create extra work, delay resale, increase receiving costs, and quietly eat into your margins. In this episode, Izzy Rosenzweig sits down with Eric Banister, Senior Vice President of Operations at Happy Returns, to discuss how brands can build a more profitable returns operation. Eric shares why reverse logistics requires its own processes, technology, and infrastructure. He also explains how item verification can reduce fraud, how consolidation lowers costs, and why getting products back into sellable inventory should be done as quickly as possible. In this episode, you'll learn: How to make returns more profitable What it takes to manage millions of returns consistently Where robotics and automation fit into reverse logistics

The same DTC strategy that prints cash in one category can drown another in inventory risk. In this episode, Izzy Rosenzweig sits down with Jon Blair, Founder of Free to Grow CFO and former COO and CFO at Guardian Bikes. Jon breaks down the three common DTC models: high-LTV consumables, high-SKU apparel, and durable goods with little repeat purchase. Each one carries its own cash flow trap, and knowing which model you're running determines everything else about how you should manage growth. He also explains how to make risk-adjusted growth bets, why profitable brands can still run short on cash, and why lower unit costs do not always lead to better financial outcomes. In this episode, you'll learn: How the three DTC models scale differently The hidden costs behind changing suppliers How AI could change financial decision-making for DTC brands

Every e-commerce founder knows supply chain decisions directly affect the bottom line. The harder part is knowing which choices protect margin, free up cash, and reduce inventory risk. In this special episode, Izzy Rosenzweig brings together e-commerce founders, operators, and supply chain experts who have made these decisions at scale. Nik Sharma, Taylor Holiday, Brian Berger, Darwish Gani, Isaac Hetzroni, Travis Wright, and Aaron Alpeter break down the inventory, fulfillment, and quality control decisions you can apply to protect margin and scale into new markets. In this episode, you'll learn: How top operators balance cost, speed, and flexibility Supply chain costs that quietly erode margins How to expand globally without overstocking

The wrong inventory strategy can slow down a growing brand. In this episode, Izzy Rosenzweig sits down with Brian Berger, Founder and CEO of Mack Weldon, to discuss how inventory decisions shape supply chain resilience. Brian shares how he built a diversified manufacturing network, managed inventory risk, and created a supply chain that could adapt as the brand expanded. Learn how to make smarter inventory bets, balance cash flow with product availability, and reduce supply chain risk as your business grows. In this episode, you'll learn: How to build flexibility into your supply chain before problems happen Why product expansion requires more than just customer demand Why omnichannel matters when building a sustainable consumer brand Highlights (00:00) Meet Brian Berger (05:16) Going all in on entrepreneurship (09:25) How D2C shifted from growth to profitability (13:06) Building a diversified supply chain (15:06) Managing product expansion and inventory risk (18:06) How flexible materials shorten lead times (20:36) Locking prices during tariff uncertainty (25:03) Brian's advice for future founders