In short
Episode topic: Chris Kolby (Hypernatural founder) explains why synthetic, plastic-based apparel can worsen when heated and sweated, linking chemical exposure to hormone disruption, and argues for βbio-basedβ performance fabrics that are health-supportive and still functional (cooling, antimicrobial/odor control, sun protection).
Guest backgrounds
Chris Kolby spent 30 years as a senior executive at Ralph Lauren, J. Crew, and Kohlβs, leading merchandising/retail/design and selling large-scale apparel. He later founded Hypernatural, a performance apparel brand using natural fiber technology rather than conventional synthetics. His business partner is a materials/fiber developer.
Key claims
Skin absorbs a large share of whatβs applied (porosity). Phthalates and other additives are estrogenic/hormone-disrupting and can be activated by sweat/heat. Hypernatural uses bio-based, traceable inputs and closed-loop regenerated cellulose processing; it targets health/wellness benefits without βtherapeuticβ drug delivery. Third-party testing includes OEKO-TEX 100 chemical safety.
Notable examples
jadestone infused into fibers for cooling/anti-inflammation/circulation (Eastern medicine); zinc oxide for sun protection; βcotton crisisβ and apparel economics; airline uniform lawsuit over skin rashes (Delta uniforms) illustrating hard-to-prove toxicity until consumers reject products.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOMeet Chris Kolbe
0:45 to 2:20
Discussion of Chris Kolbe's background and the inception of Hypernatural.
βWell, a lot of the chemicals have phthalates in it, and phthalates are hormone disrupting.β
Health Risks of Synthetic Fabrics
2:20 to 4:30
Exploration of the dangers of synthetic fabrics and their health impacts.
βYou know, we knew that sustainability was a bit of a problem, plastics, BPAs, all these things.β
The Science Behind Hypernatural
4:30 to 7:20
Kolbe explains the innovations in fabric technology and health support.
βAnd so that isn't so hard or impossible, but we just have to really start to show people that there are better natural ways to have materials on our bodies that are aligned with everything else we care about.β
Commercializing Natural Fabrics
7:20 to 9:30
The challenges and strategies of bringing health-focused fabrics to market.
βSo my business partner who I reconnected with during COVID develops fibers, materials, yarns, all these things.β
Creating Bio-Based Materials
9:30 to 12:10
Details on the process of creating sustainable, bio-based fabrics.
βAnd so to our, you know, delight, you know, it was well received.β
Visualizing Fabric Production
12:10 to 14:00
Kolbe describes the production process of their innovative fabrics.
βOkay, if you can, don't tell me anything where you're going to have to kill me afterwards.β
The Fiber Creation Process
14:00 to 17:16
Learn about the intricate process of creating sustainable fibers from waste materials.
βSome other people might use bamboo or eucalyptus or other cellulose trees, whatever.β
Different Fabric Recipes and Their Applications
17:16 to 19:09
Discover the various fabric recipes and their specific functionalities in clothing.
βAnd thank you for sharing so much about it.β
Building a Brand from the Top Down
19:09 to 21:40
Understand the strategy behind building a brand starting at the premium segment.
βAnd pretty soon you're developing all of these things and nobody's buying anything.β
Transitioning to Marketing and Sales
21:40 to 23:11
Learn how the company is shifting focus from R&D to marketing and sales operations.
βlike on a percentage basis, has the business, because you've commercialized in this way, thrown its weight to those kind of front lines of sales and brand awareness?β
Show all 29 chapters
Challenges in the Apparel Industry
23:26 to 27:24
Explore the difficulties faced in the apparel industry post-COVID and funding challenges.
βAnd we're moving into the, you know, the story phase of telling people the story, getting people to want to join us, and then figuring out where they want to go.β
The Current State of Venture Capital
27:24 to 28:00
Discuss the changing dynamics of venture capital and its impact on startups.
βnot necessarily about your situation specifically, but where do you feel like something's got to give in the world of, you know, venture related to consumer?β
The Evolving Landscape of Venture Funding
28:00 to 29:39
Explore the changing factors influencing venture funding and the importance of quality and connections.
βYeah, I think it's really hard one because venture change too, right?β
The Pressure of Founding: Wartime vs Peacetime
29:40 to 33:08
Discuss the pressures of being a founder and the balance between challenges and purpose.
βAnd I'm not necessarily characterizing one is better than the other necessarily, or at least I hope I'm not overcharacterizing it.β
Lessons from Adversity: Building Relationships
33:08 to 33:47
Learn how overcoming challenges can lead to meaningful relationships and personal growth.
βLike there's a type of Zen in the struggle of it all.β
The Cotton Crisis: A Personal Story
33:47 to 34:31
Hear about the cotton crisis and its implications for the apparel industry from a firsthand perspective.
βAnd I figured so, but, um, um, yeah, no, this is, this is fun.β
Navigating Price Increases in Apparel
34:31 to 36:39
Understand the economic factors behind fluctuating cotton prices and their impact on retail.
βSo apparel's had no inflation for the last 26 years.β
Fast Fashion vs Quality Apparel
36:39 to 40:08
Delve into the consequences of fast fashion and the importance of valuing quality over quantity.
βAnd so cotton will bubble up and then cotton will come down, you know, and so you're constantly riding these waves.β
Creating Value Through Thoughtful Consumption
40:08 to 42:04
Learn about the importance of investing in quality clothing and thoughtful consumer behavior.
βbusiness tick, which I find fascinating.β
Understanding Apparel Quality and Uniforms
42:04 to 44:26
Learn about the importance of quality in everyday clothing and how uniforms influence personal style.
βThat's where we were focused on hypernatural.β
Detoxing Your Wardrobe: A Simple Approach
44:26 to 46:38
Discover how to detox your wardrobe and the significance of quality clothing choices.
βI love people don't want to think too much about it.β
The Environmental Impact of Apparel
46:38 to 48:58
Explore the connection between clothing, chronic diseases, and the environment.
βoverwhelmed or you have to take out a loan?β
Consumer Awareness and Behavioral Change
48:58 to 51:49
Understand the current state of consumer awareness regarding apparel safety and the path to change.
βAnd you have, there's a bit of like, well, like, you know, where's the science on all this?β
The Role of Fit and Fabric in Apparel
51:49 to 54:21
Learn how fit and fabric quality impact customer loyalty and satisfaction in the apparel industry.
βI feel like, you know, mothers against drunk driving.β
The Importance of Design Details in Fashion
54:21 to 56:00
Discover how design elements like color and styling contribute to the overall perception of quality in clothing.
βThat's like really the the the North Star of it all.β
The Elements of Fashion Design
56:00 to 58:59
Learn about the key aspects of fit, fabric, and styling in fashion.
βYou know, these are all the things that people love or hate once you start wearing something.β
Fashion Trends and Consumer Preferences
59:00 to 1:01:08
Discover how trends shift in fashion and the challenges they pose.
βBut the world moves faster than ever, and so do trends.β
Understanding Men's Shirt Fit
1:01:09 to 1:04:47
Explore the considerations and preferences in men's shirt fit.
βWell, that's for early 2000s where skinny really took off.β
Closing Thoughts and Gratitude
1:04:48 to 1:05:38
The host expresses appreciation and discusses future purchases.
βAnd there's all that kind of stuff, too.β
Transcript
Automatic transcript. May contain errors.0:00Chris Kolbe:I'm Sam Rose, and you're tuning in to Commerce is Chaos, the podcast for consumer brand founders who know that building a business is messier than the highlight reel shows. Your supplier just missed their deadline, your top product is out of stock, and your competitors somehow launched the same thing at half the price. Sound familiar? Every week, we dive into the real problems that keep founders up at night, from inventory disasters to supply chain nightmares, because surviving the chaos is what separates brands that fail from brands that scale. Today, I'm talking to Chris Colby, who spent 30 years as a senior exec at Ralph Lauren, J.
0:33Chris Kolbe:Crew, and Kohl's, and then left it all to found Hypernatural, a performance apparel brand built on natural fiber technology instead of the synthetic fabrics that built the industry he came from. But anything that's plastic coated in chemicals gets worse when you sweat in it. Because they're estrogenic. Well, a lot of the chemicals have phthalates in it, and phthalates are hormone disrupting. Phthalates are also my favorite word that has a silent P in them. Yeah, it's a fun one, isn't it? I actually don't know that many other words with silent P. That might be the only word I know that has a silent P in it.
1:10Yeah, I don't know what the origins of it is, but they're nasty and they're just part of all of this synthetic materials and chemicals and they just get worse when you activate them with heat and sweat.
1:23Chris Kolbe:But how did you we're like doing the podcast, by the way, this is it. Well, you'll see, Sam, like I can talk about anything. So you have to steer me a little bit. It's great. I love material science and I'm a big dork. So we're going to have a fun conversation, but we can get as technical as you want. When did you start to get smart about this? Like, were you educated into this or were you exposed into it? No pun. I mean, sorry, too soon. Were you overexposed? Yeah, probably. You know, I am not a material scientist or a chemist, but I've been in the apparel industry for over 30 years. Yeah. for a lot of the big brands and merchandising, retail and design, and have sold a lot, a lot of products to people that are just, they're, they're made of plastic and they're just, and I didn't, honestly, for the most of my career, didn't realize how bad that was.
2:20You know, we knew that sustainability was a bit of a problem, plastics, BPAs, all these things. But until, until probably when I left my last job, when I was, had a product for, for Kohl's, We had like, you know,$9 billion business, 32 brands, millions and millions of units. I realized when I left, like that sustainability was a big problem. But the bigger, bigger problem was health and wellness. And that these things are, there's a very strong parallel between our food, our personal care and beauty, what we're trying to remove from our homes and our kitchens and our cupboards. and her clothing.
3:04And there's just, there's very strong similarities in those. And people know the least about what they're actually wearing.
3:11Chris Kolbe:Yeah. Isn't that why, I mean, yeah, you don't think about the skin really being this like big organ that is like eating all day, whatever. Yeah. There's, well, there's a, you know, the dermatologists use a term called porosity, which is you're porous, your skin is porous and it takes in about 60, 65 % of what you put on it. Um, and, and most of it is unknowingly, you know, going into your body. So, yeah, it's just one of those, it's one of those big, you know, kind of like, we don't think a lot about it unless it's our, you know, our personal care, but, but our, you know, our clothing is on our body all along.
3:52All the time.
3:53Chris Kolbe:You got to think of, yeah, like, uh, you know, no, it's no surprise to anybody that lotion gets absorbed into your skin and you realize like anything that you are sweating and wicking in like same same sort of basic physics but like that much less observable yeah um have you this oh you got no i was gonna say so that's the basic premise of hypernatural is so we thought like you know if we could actually make something that's not only not hurting you and you know low dosing you with toxins but if you could actually reverse it and actually puts it on your body that's health supportive, wouldn't that be a better trade?
4:32And so that isn't so hard or impossible, but we just have to really start to show people that there are better natural ways to have materials on our bodies that are aligned with everything else we care about.
4:47Chris Kolbe:Have you considered weaving the fabric that you use with things that would intentionally put things in your body? Yeah. So putting things into your body is probably a little extreme because, well, there's, you're getting into a category of biomaterials that are therapeutics, right? And so there's people that do, there's technologies where you can basically releases things into your body, right? So we're not doing that per se. We're more focused on what it's really made up from, doing things that are more bio-based, so coming from nature, things that are health supportive in terms of how they work with your body, but not necessarily in, you know, putting things into your body deliberately, because then you're getting into medical types of products, which is, you know, again, very different.
5:47But, you know, we think, Like, you know, for instance, we use jadestone. We infuse it into our fibers, and it's been used in Eastern medicine for centuries to do all kinds of things, from reducing inflammation to increasing blood circulation, but also just cooling, right? Just cools the body. Yeah. Because it's a thermoregulating mineral. And so these are things that you just would want on your body versus, you know, other, you know, plastics and chemicals. So that's kind of the basic trade. And there's just lots of different ways to do it. Our technology allows us to create these different recipes where we could put things like pharma-grade zinc oxide into the fibers to give you sun protection without having to use chemicals.
6:31And so these are just natural solutions. Technology just allows us to put it into textiles. And, again, these are things you would want to wear on your body versus the alternative.
6:43Chris Kolbe:Okay. Back up for a second because I jumped right on you. How did you get into this? What was the inspiration and what made you feel like you could really, I don't know, get edge in or make a difference in this particular kind of, I don't know, like, I guess, delivery or delight for customers of like these, you know, these fabrics that are not only good for you, but also make you maybe feel a certain way, even if that effect is not specifically therapeutic. Yeah. So because I'm not a material scientist, you know, I'd look at things through the lens of. Weren't a material scientist. Yeah. I play one on TV.
7:25Right. But the my partner is. So my business partner who I reconnected with during COVID develops fibers, materials, yarns, all these things. And when I reconnect with them over over COVID, there was all these things that he had already created. And I was like, these are amazing. Like, I had no idea you could do these things. You could put these things into fiber. Like, how do you do this? Like, seaweed and kelp and all these interesting things. Yeah. And it's just like, you know, I really came to realize that materials are a lot like beauty. You know, it's a lot like in the way we think about ingredients and, you know, all these different composites and things that we want to put recipes together to create functional benefits.
8:11It's been in textiles as well. But I was also really fascinated by how long he'd been doing this and how little actually made it to market. And then I thought, well, you know, I think the biggest problem here is not the innovation, but it's the commercialization and getting people to understand that there are ways to do this. And so he was really focused on sustainability, which was great. He's amazing at it. But I said, you know, I think the real path here is people's health and having people realize that these things can be health supportive. And so I got it. I looked at it more from a marketing, I guess, perspective.
8:46And then so we developed fibers that I thought would be really commercially viable, which had things like cooling and antimicrobial, odor resistance, antibacterial. These are things that people want. They want to buy and they'll pay for. It's just the market gives it to them in the form of chemicals today. But there was actually ways to do it naturally. And so I saw a path there. And so I started, you know, we started to develop. It took us two years to develop it. You know, really third-party lab testing showed that it actually did what we were hoping it would. And then we put it into a product and said, let's not wait for another brand to decide that they want to do this.
9:25Let's just do it. So we put in a product and we took it straight to places like Nordstrom and started selling online just to see if people would like it. And so to our, you know, delight, you know, it was well received. And people, you know, in the end of the day, people need to like it just on a basic level. This just feels good.
9:45Chris Kolbe:Yeah. I'll pay for it. Right. And then then you tell them all the other things it can do and then they get even more intrigued. And so what we realized is there's a lot of opportunity to just sell products that are just the best option, let alone the cleanest, safest, most healthy option. And the market has shifted in the last three years since we started dramatically our way. And so now we're seeing people are much more sensitive to hormone disruption, much more sensitive to these things that we're taking into our bodies. but most of the solutions are we'll just go back to cotton and wool which is great but this is kind of like this is the third way and so what we're showing people is you know the science is intriguing it isn't nerdy but it's but it's cool because you're working with nature you know versus kind of working against it and and so that's kind of the future we think is and that got me excited to this point where now this is basically I put a whole lot of investment into this to say, let's go build this.
10:54Let's change the industry.
10:55Chris Kolbe:Yeah. And that's incredible. Okay. Now I have like a dozen questions coming out of everything you shared. The first of which is some help in defining synthetic because you're combining natural materials. And so there is some synthesis there. but also I think that there's a massive distinction between this and like you know petroleum-derived synthetics or other categories of synthetics where you could truly characterize in that way. How do you think about that? Like how do you think about branding the material science of what you're doing? So we're doing what I call bio-based materials. So everything is origins of natural.
11:36So whether it be coming from cotton waste or jadestone or shellfish waste or other that, but everything's coming traceable to some bio-based synthetics. The science is we use a cellulosic process, which is like viscose, rayon, bamboo, all these things you probably heard of to regenerate these fibers into new fiber, right? And the way we do that is we use like a chemical process, but it's closed loop, so it's being recycled, but it's regenerated into a liquid form where we can add these other ingredients into it to make it into something it never was before. And that's the science. And the science allows us to then combine these fibers that we've now recreated, regenerated with other natural things like cotton, hemp, wool, you know, you could remix it and you start just enhancing what is natural in terms of its benefits and performance which to me that's the commercialization which is people want tangible benefits they want things that make them feel better stay cooler run faster right and so that's what the market has always been missing is that you got to create things that are just the best option And we can do it without chemicals and plastic.
12:56Chris Kolbe:Okay, if you can, don't tell me anything where you're going to have to kill me afterwards. But I'm very curious in sort of like you describing maybe a visual walk down the production line of creating, you know, or renewing this material. And I'm using in my mind maybe the framework that we're all probably familiar from like elementary school, which is how to make paper. We can break down wood into a pulp and then we get it nice and wet and like messy. And then we kind of like lay it out and, you know, maybe we're bleaching it, maybe not, but we're coloring it. And then we're sort of like, you know, blending, blending a paper smoothie and then like drying it out and cutting it.
13:37Chris Kolbe:And that's how we all remember from fifth grade that paper was made. Is there a similar visual walk you can take us through for how some of your reused raw materials are turned into the materials that ultimately get cut and sewn into the apparel? Yeah. The paper analogy is not a bad one. So there's three main layers of making fabric. There's the fiber. so think cotton natural fiber wool um plastic right petroleum um then there's the yarn which you you spin it with other fibers to make a yarn and then you knit or weave a yarn into a fabric right those are the three layers so making fiber which is what we do um is really really hard right you're working at the lowest level and so what we're taking is effectively waste and so when you make a soup, basically, of cellulose, which is we take cotton scrap waste from the floors of the mills.
14:42So just waste. Some other people might use bamboo or eucalyptus or other cellulose trees, whatever. But we just take scraps. So no trees are taken down. Then we take things like jade stone from the waste, the mines of Taiwan. We take food waste from China and it's all broken down. And we have a nanotechnology to take such a small level that it can be encapsulated almost like little pills. OK.
15:11Chris Kolbe:OK. And so then when the solution is made, these things are added in almost like a recipe. So you're like you're making a soup and you're regenerating all these things into one fiber. Right. Becoming one thing. So you're mixing all these things, components, and this fiber is taken back to a solid state where then it can be spun with cotton, wool, hemp, or whatever it might be. And so you're spinning it into a new yarn. And then we take that yarn and we knit it into a fabric. And when we do it, we have to dye it at certain pH levels so we don't kill the active ingredients inside it. So it can't be too high, it can't be too low.
15:50There's this happy little middle ground where it keeps things bioactive. And so there's all this science that we do to get it to a point where you can wear it and feel like good. And then we test it and certify it as clean. We test everything Okotex 100 so that it's chemically safe. So that's at the very end, that's the gold standard for knowing that what's on your body is not toxic. It's not going to cause you trouble. Now, we use special dyes, stuff, and colors when we do it because a lot of times the dyes are also very toxic. to certify those are clean as well. And so there's all these steps that go into these, I call it the three layers, just to make a fabric.
16:31And then once we make the fabric, we'll sew it into whatever is we're going to make. And so the process, the fiber process is our, that's our, we have a utility patent on that process. And we use roughly 88 different ingredients, including jade stone and crab shells to make that composite what gives you the functionality of hypernatural today. So it's complex for sure. And my partner is the genius. And so when they decide to put more zinc in or whatever, it's just like it's this mad science kind of thing. And then you have to run it all the way through the system to test it to see if it works.
17:10And so that took us a couple of years to get to a place where we had something.
17:15Chris Kolbe:I bet. That's incredible, though. And thank you for sharing so much about it. It's so fascinating. Is there like, is there a fabric recipe? Oh, okay. Well, maybe let me ask it this way. Like how many other than the color and some of the, I don't know if I call them active ingredients from a compliance perspective, but say like beneficial ingredients. Yeah. I don't even know if you call them ingredients, but anyway. We call them ingredients, but it's all about the benefits, right? Perfect. Beneficial ingredients. So other than sort of those two components going in to create differentiation in what I might perceive as either the appearance or the efficacy or functionality of a fabric, are there other recipes that you have within the fabric?
18:04Chris Kolbe:Like some of them are maybe more stretchy or not stretchy or more breathable or not breathable. How like I guess what I'm asking is how many different fabric recipes do you have? And do they vary beyond the kind of two basic low hanging fruit things that I pointed out? So we have more or less one fiber recipe, which has the jade stone and crab shells in it. But we have five or six other ways we could make it in the future. Like I mentioned, the sun protection with like pharma grade zinc oxide. So there's all these different additives we could put. Today we have one that we use. We spin that into two or three different types of yarns, different sizes, different combinations of other, you know, materials like cotton or, you know, sometimes it's Supima cotton.
18:51Sometimes it's Good Earth cotton. It just depends on what we're trying to do. And then we knit it into three or four different kinds of fabrics. And when we started out, we kept it that simple because that's how you, as a startup, you avoid going out of business. Is that overdeveloping? And, you know, being in the industry for so long, I've seen so many people, they develop stuff and then they go around to all the different brands and they're like, do you like this? Do you like that? And pretty soon you're developing all of these things and nobody's buying anything. And then you just go out of business.
19:22And so a lot of these material companies that are technology oriented never get anywhere because they just go around and around and around and they don't get any traction. So when we started, having seen this movie before and being one of the brands for a long, long time that would see all the technology come, you realize that the only way you really get brands on board is you prove it to them. And you go out to market and you just basically you create your own momentum. them. You show people that, you know, A, people like it. People are talking about it. You can go on shows like this and talk about it.
19:57People are interested in what you're doing. Then the brands come. And so that's what we did differently.
20:05Chris Kolbe:And do you have, how much of your business today, and then what's your sort of ideal future state of you using your own technology for the benefit of your own brand and kind of like building that apparel side of the business versus something that's a little bit more B2B focused? So I look at it like a pyramid. And so when I worked at Ralph Lauren over the years, what I learned is really great brands are built where they get everybody to look at the top of the pyramid and they want the top of the pyramid, but then you sell them at the middle and the bottom. Okay. And so what we did is we decided to start at the top of the pyramid and you're going to
20:46telling people about this issue, showing people that there's better ways to do this, be premium, be aspirational. Then over time, you bring in other people to build out the middle and the bottom. So you could do that through partnerships. You can do that through licensing, but you can't start at the bottom. You have to start at the top. And so we've started at the top and we're working our way down. And then the middle and the bottom could be any combination of verticals. uh we could be we're built to be an ingredient brand over time think Gore-Tex things like that but that the Gore-Tex took 20 years to build right it's just these things don't happen over time overnight so yeah we're working our way down and and we're finding ways to build through partnerships but but we have proof that people want this we have proof that we can lead this conversation and show people that the status quo doesn't have to be what it is today.
21:47Chris Kolbe:How much of the business is sort of like folks working on that top of the pyramid, brand building, say like, you know, sales operations and marketing and customer awareness and product development that's sort of at the tail end of that product life cycle, where at the beginning of the product life cycle, you're contemplating materiality and efficacy and all of these things. like on a percentage basis, has the business, because you've commercialized in this way, thrown its weight to those kind of front lines of sales and brand awareness? Or do you still find yourselves very like R &D heavy as a business on a personnel basis or a spend basis?
22:28Chris Kolbe:Cards on the table. Your tech stack is held together with duct tape and prayers. If you're a brand founder or COO juggling Shopify, your 3PL portal, three different inventory trackers, and yes, that one crucial Google sheet, you know exactly what I'm talking about. Orders get lost, inventory counts are fiction, and your seamless integrations break every other Tuesday. Endless Commerce changes the game. One platform for everything. DTC, wholesale, marketplaces, the works. AI-powered forecasting, real-time inventory visibility, and integrations that actually integrate. Teams like Great Jones, Food52, and Pattern Brands already made the switch.
23:09Chris Kolbe:Ready to ditch the chaos? Visit endlesscommerce.com. Mention commerce as chaos when you reach out and get three months free because your op stack should be your competitive advantage, not your biggest headache. The first two years very R &D heavy. Yeah. Now it's very marketing heavy. And we're moving into the, you know, the story phase of telling people the story, getting people to want to join us, and then figuring out where they want to go. And the way you build businesses now is you listen to what people want, and then you give it to them. You don't go out and guess. And so right now, we do men's shirts.
23:53But in the last six months of marketing, we clearly need women's product. We clearly need underwear. And so there's all these things that people are just asking for. And so we've done the research and we have the sales to prove it to say, okay, well, that's how we'll grow the business. So the next wave will probably go back to a product cycle, back to an R &D cycle, and then we'll start building it. And then we'll go back into a marketing cycle as well. So as a startup, we can't do too much at once. We're still very small and fractional. because we've gone through a period in our industry since 2022 that has been really difficult for the apparel industry.
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24:38It all started with COVID. You know, COVID, inflation, tariffs, war, you know, repeat, right? You know, so, and so, you know, not to go down that road, But I would tell you that, you know, we've been trying not to die for three years, right? You know, because it's been that tenuous in terms of uncertainty, difficult to find capital, very difficult to get people to want to do anything different. Right. Literally, like the status quo is so locked in in this environment because people are just afraid to change on anything business wise. And so we've had to walk a real narrow path and we have not died.
25:26We have actually gotten to a point now where it's like, okay, now I think the world's more ready for this now. But it's taken three years, you know, and it's, you know, I've self-funded most of the business to a point where I have a great personal risk in the success of this. And I didn't set out for it to be that way, but I believe so much in it that I realized that that is the only way it will make it is if I can walk this narrow path. And so we're doing that. And I'm really proud that we're now starting to accelerate. But it has been the last three or four years has been unlike anything I've seen in my 30 years in the industry.
26:06Chris Kolbe:Wow. And, yeah, I mean, you have the receipts for that. Like, you know how this industry works. It's not like you just jumped into it cold and said, I want to build a T-shirt company. You know the big mechanics called the macro mechanics at play in the industry. Yeah. And then you couple all this with AI that's happened. And so AI is great. Trust me, we use it a lot on things that don't touch the customer too much. But it's also taken most of the capital in the market. So from a funding perspective, funding early stage product companies has been a really bad neighborhood for investors to go into.
26:41They've avoided us no matter what. You know, we have patents and stuff. I mean, we have all these things that investors usually would want. But what we've run into is that, you know, so much has gone to AI related investment that it's just taken all the oxygen out of early stage stuff. And so we're just going through this wildly unique period to do something. And if I didn't see so many proof points for what we're doing and why the world wants it and needs it, I would have quit a long time ago. But I think, you know, it's just one of those things where we've been tested all the way and we're still standing.
27:23Chris Kolbe:What should we do about that? not necessarily about your situation specifically, but where do you feel like something's got to give in the world of, you know, venture related to consumer? And one of the things that has been kind of living rent-free in my head is that venture is not venturing right now. Like it's starting to get very, very private equity flavored in a way, or what I would have five or 10 years ago characterized as like, oh, you're looking for something that's like proven and practically profitable as like all of these like reliability signals that do have nothing to do with being venturesome in my opinion.
28:06Yeah, I think it's really hard one because venture change too, right? In a lot of ways and where funding is coming from has changed a lot in the last year. um it's just you know there's it really it's not an environment where quality is enough of what you're doing uh there's a lot of luck uh there's a lot of you know access if you will it's really really important um but on just quality of met of your merits isn't enough yeah um and that's that's the sad truth is that you know and it used to be the opposite which is you didn't have to have a quality. You just were just in the right place, right time you got funded.
28:48Now you have to be near perfect, I would say, in what you're doing. And so for us, it's taken longer to get funding raised, but when we get to the right people, it's worth it. And so our first investors that came into the company were the original founders of Land's End, which I happened to be the president of at one point. And unrelated, I found them literally like, you know, many years later. But they're really amazing people who know this business. They're really ethically driven. They have really great values. They have to live 15 minutes from my house. However, I went all over the world for funding.
29:29So it all came back to this, like, natural place of where we found the right people. And it just comes down to you got to find people who care about what you care about. They are out there. um and in our case uh um it helped being in the industry for 30 years because you know i knew a few people but i would tell you that even then it was very very difficult
29:52Chris Kolbe:do you are you like a a wartime founder or a peacetime founder like how much is this pressure especially like the financial aspect of it an environment that you thrive in and is like helping you stay hungry, drive innovation, all of that stuff versus like, oh, dear God, let this end as fast as it can. Like, I want to get around the corner. And I'm not necessarily characterizing one is better than the other necessarily, or at least I hope I'm not overcharacterizing it. But is this part like just the hard thing about hard things and you'll get around the corner to it? Or do you find yourself like drawn like a moth to the flame, biting off really big, hairy things?
30:36Yeah. Yeah, I'm definitely the moth of the flame. And you know what? You can't be in my industry and be anything other because it's the apparel business is very, very, very difficult. And it is very different than most other businesses, the way it works. And so I guess you have to be a little bit of a masochist to really, you know, do well. And I work well under pressure for sure. uh and i do think you know right now we are in a limit we're living in a world where a lot of the current environment is getting rid of the the crap that's out there in a good way because that's it's been a couple decades of in my industry of things that are you know fast fashion all this stuff that just it just it just isn't good in the end it's just it's filler empty calories it's processed foods, you know, and all of this stuff is starting to suffer and go away in a very good thing.
31:32So the creative destruction, I think, is good. Standing through it requires a lot of fortitude and it requires some perspective. I'm fortunate I've been around long enough to see it a few times. This is just unusually hard, this one, because of all the things I mentioned. But I would say that the purpose, my purpose has never been greater. So much so that I'm willing to take great personal risks to do this because I basically decided I don't want to die knowing that all I'd sold to people is a bunch of plastic crap they didn't need over my career. And I didn't want my kids to sort of see me as this peddler of plastic who, you know, made a good living selling people stuff like that.
32:20And then that was it. uh and actually so what i what i'm really proud of is my kids are watching me do this and they're learning that this isn't easy this is really really hard but if it's worth it then yeah do it
32:36Chris Kolbe:and it'll be and if it's worth it it'll be it'll be fun i think i think that's the biggest difference for for me is that like if i'm when i'm the most self-actualized in whatever i'm doing that's like the hard foundry, like unsolved problem, nobody here to help. I'm alone. And I'm like, oh, but this is a game. And like, and this is a puzzle that I want to solve. And I, that's when I'm, that's when I'm most at like the balance of peacefulness in it. Like there's a type of Zen in the struggle of it all. There is. Well, there's, there's, there's purpose in it. And so I'll tell you that in my career, my best relationships, my best friends, my best memories are the ones I went through with in a very difficult way.
33:25The cotton crisis, the Great Recession, all of these stories that I have, my best friends and relationships, and this hypernatural will be no different, will come from all of those struggles and making it through. and there is no better way to say that life isn't supposed to be easy and if you do those hard things there's nothing more gratifying
33:54Chris Kolbe:my my connection just went weird for a sec but we're back i think we're back all right the things that i would have said if we hadn't like one shot at this recording are we can edit anything you want uh it's recording on the side and we'll do a fake goodbye at the end and then we'll do a real goodbye. Yeah. Yeah. No, I'm, I'm, I'm good with that. And I figured so, but, um, um, yeah, no, this is, this is fun. So, um, what else can I share with you? I, I want to know about the cotton crisis. Um, tell us, tell us the story of the cotton crisis. Uh, yeah. So I was the president of Land's End. Uh, it was 2010, 2011.
34:35when I look back now and it's sort of it's almost cute but you know all of a sudden like you're in a business where you know you know the cost of apparel or since 1990 yeah in total has gone up an average of seven percent where the cost of everything else has gone up 150 percent since 1990. So apparel's had no inflation for the last 26 years. And so when your cotton prices, which is a commodity, right? If the cotton crop isn't good, the harvest is bad, you know, storms, when all these things happen around the world, all of a sudden your prices will double overnight and your cost input all of a sudden is dramatically higher.
35:22And then you have to find a way to manage that in your business when most of what in this case we did was cotton and and so how you can't just raise all your prices uh people won't pay more for things that that they thought you know cost the same as last year right and so when you're in a business with commodities you run into so we had a cotton crisis drove up the prices dramatically we basically had to find a way to hide the margin hit and try to take prices up slowly and the one of the ways we did it is we offered more new product in better quality but we had to charge more so we added things like supima cotton which was the best one percent of cotton in the world grown in the united states and lands end used to be famous for we brought it back and we put into more things and we charged more but it was a better product yeah that had some elasticity to it that worked the things that cost more but they were exactly the same as before those things dropped 30 percent instantly.
36:23If your prices went up 30%, the business went down 30%. Just economics. And so you just start learning, like, it's just economics 101 every day with each and every product you're making is, what can you charge? What can you not charge? And so cotton will bubble up and then cotton will come down, you know, and so you're constantly riding these waves. But in this case, it went up dramatically overnight. That is very minor compared to what happened with tariffs and more recently all the supply chain things because now everything just went up overnight instantly. And as I mentioned, apparel has not gone up in price for 26 years.
37:09All of a sudden, everything is going to be just a lot more expensive. People won't pay more. So when prices go up, demand will go down. And so we've been dealing with that in the last three years between tariffs and inflation, hitting everything in a category where people are feeling squeezed. Right. And so there's just these are the things like how do you how do you communicate to people the value of what you do when the inputs are going up dramatically?
37:40Chris Kolbe:Why has the price of apparel not grown like the price of milk or gas or anything else? Well, it's economics. So in 1990s, we started offshoring our production of textiles and manufacturing. And so what was costing$6 an hour here would cost a dollar an hour over there. Right. So offshoring started in the 90s in a very big way. In the last 25 years, that has bend the cost curve down dramatically. We've also shifted a lot of our textiles to plastic. And so, you know, petroleum, you don't have to grow. There's no farmer. People just come in, oh, you want more? We'll just make more. Give them more oil.
38:30Just make it, right? So when you start shifting things to petroleum-based things, things became more cost-effective. more easier to control the costs in the overall supply chain. And so all of these things were working towards lowering costs while increasing the output, right? And so what came of that? Fast fashion, right? Started selling millions and millions more units of stuff, buy it, wear it three times, throw it away, right? We started making athletic apparel. Plastic is tech gear. That is performance. You should want this. It quick dries, does all these things. We sell more and more and more plastic, right?
39:11Because the market has been convinced that's worth more, but actually costs a lot less to make plastic versus cotton and wool. And so all of these things have bent the cost curve down over the last 26 years in a way that people just don't think they should pay more than$25 for a t-shirt. And the truth is, you should be the most afraid of the$20 t-shirt. Because that thing is probably laced with all kinds of stuff you don't want versus the all cotton shirt that is organic or Supima. Like, yeah, it's going to cost you probably 70 or 80 dollars, but it's not going to harm you. And so all of these sort of things have come up with economics as the underpinning of the current state.
40:03You know, what people will pay, what things really cost.
40:07Chris Kolbe:It's fascinating when you talk about kind of, you know, you have, I think, the benefit of all of this experience and also just that kind of hyper-educated lens on what are the mechanics and levers that are making the whole business tick, which I find fascinating. And now I really kind of want to pay$70 for my T-shirt. You're doing a good job of convincing me. Well, one of the things I learned at Kohl's is that, you know, what people truly equate as value is how many times they can wear something. Like there's a value equation in that. And so if you wear things three times and you have to throw it away versus if you can wear things like one good thing, but wear it for three to five years, like that's value too.
40:57And we just got to train people to think more that way. that you don't need like 100 cheap things. You need 10 good ones, right? And those 10 good ones should be good for you and good for everyone else. And the 100 things should never have been made in the first place.
41:13Chris Kolbe:There was, as a much younger entrepreneur, I wanted to build apps. And I was like, you know, it'd be really cool. And someone has to have done this. And if not, here's a free idea. So please vibe code this and let us know next week. We'll have you on the podcast. But like a cost amortizer per wear. So like I'd put something in my closet, I'd take a picture of it, and then I'd, you know, somehow calculate, I mean, manually, you could calculate how many times you've worn it and then be like, that dress cost you$300 to wear that one time. And I felt like that was a great responsible usage of the things that I bought.
41:51Chris Kolbe:Like there's a$600 coat in it because you had to go to Montana once. It was going to be really cold. you should probably take another trip well yeah so you know just people don't have much they don't pay a lot of attention to what they wear let alone how often they wear it or what's the true value of like if i bought this how many times have i worn it you know just don't people think a whole lot about it but you know the thing i've learned in this business as a merchandiser is you know everybody has a uniform everybody particularly after the age of 40 you pretty much have a uniform you stick with it you know what works for you and you just you know listen i'm it's great it's it's perfect because once you figure out the uniform of your customer you just iterate on that all day long and so the things that you wear most of the time you know 80 of the day 80 of the week those are the things you should invest in and have the best quality that you know the natural fibers, you know, the things that are, you can wear here and there.
42:54That's where we were focused on hypernatural. That's the stuff we want you to wear. And then those would be those fun, like once in a while things you wear or things are very occasion or they're very high seasonal. Those are great, but that, you know, they should, they don't have to be super nice because you're not going to wear them all the time. And, you know, even if they're plastic, you know, who cares, right? But your underwear, the things you're sweating in, the things that you wear 80 % of the time? Quality.
43:21Chris Kolbe:You should care. I think this is an Eileen Fisher anecdote, if I'm recalling it correctly. But that brand started as like in search of a uniform for like women in the workplace, basically. And that men have like a really easy go-to uniform and women didn't have the same sort of thing. And that always kind of stuck with me as like a lens to look at apparel on. It's like, well, what's your uniform? What is your uniform? It's a high-pronential shirt and my old Levi's. And, you know, maybe I'll throw a cardigan sweater over it on a cold day, you know. Nice. But Eileen Fisher is a great example of a brilliant business model.
44:06My partner actually makes fabric for her. They are very sustainable and clean, high quality. you know the stuff you'll you know it's mix and match where every day you know lasts for years yeah that's that you know and it's not inexpensive but but it's it's quality and and it's clean and i think there's just not enough businesses like that and so i think that to me is you know there are good examples out there for sure um my uniform is i actually i don't know
44:39Chris Kolbe:if it's good for me or not um but it's usually a t-shirt black or white and and this worked for me this is now i'll signal my age like uh like lululemon tights which worked for me for so many years and so i have just like the all of the all of the tights and t-shirts and then and then like usually like a shacket or something and i just don't have to think about it which is the mark zuckerberg school of thought which was like or maybe no he got it from steve jobs steve jobs school of thought of just like, you know, I think that's, I think that's 80 % of people, honestly. I love people don't want to think too much about it.
45:17So yeah.
45:17Chris Kolbe:Yeah. Um, it's yeah. Maybe, maybe less uncommon than I was giving it credit for of just like having the, having the go-to thing. Do you, um, how much more of the uniform do you think as a business you guys will take on overtime. You've got the top and some of the, you're moving to the bottom. Well, you know, I think, uh, uh, to me, like I like to cover that 80 % for people, uh, and, but do it in a really simple, versatile, smart way. So you're not like, if you want to detox your wardrobe, it's not like a complete, like, um, you have to come up with like$50 ,000 to do it. You know, you can, you can do it in a smart, you know, simple way.
45:59I think that's, that's the way we'd want to build it. I, and I think from the inside out, so what you wear on your first layer to your second layer, like, like that's what we would focus on. Like, I love to replace your leggings because a lot of, most leggings are not, you know, not, they're not natural. And, but it's, you know, these are things where over time with a little more R &D, we'll come up with ways to do that. But it's not easy. Like even the stuff that I want to do will take time to develop. And so how do you just walk people down a path of detoxification and wearable wellness in a way that it doesn't feel like you're overwhelmed or you have to take out a loan?
46:41Right.
46:41Chris Kolbe:Or that it's like, you know, as you said, people want to buy the best thing, particularly in the apparel category. And I think beyond what We can see kind of like very health driven behaviors permeating and then and then kind of like expanding in in the world of CPG more easily because it's so obvious that like putting things in our mouths and eating and drinking. But I have to imagine, as you implied at the beginning of the conversation, that that that buying behavior is really different when the kind of perceived ingestion of whatever it is, is like that much lower. Yeah. It's like one of my favorite quotes from our research is, you know, I realized polyester was bad for the environment, but I didn't realize it was bad for me, you know.
47:27And then it was like, well, now I care, you know. And so I do think that's how people think. And so I think getting people to understand just the connection with food and beauty and how it all relates to our environment that's creating, you know, all this chronic disease that we're living with is all related to our environments. The majority of it is not genetics. Genetics is a small percentage of what's driving it. But our environment is creating it. And our apparel is just part of that. And, you know, it doesn't have to be alarmist. You just have to be able to give them good information and better choices.
48:06And that's how, you know, that's how clean food and clean beauty became so big because consumers demanded it and they found better options.
48:15Chris Kolbe:There's something so touching in the way that that's phrased because it really does say everything about how much we've dissociated ourselves from our environments. Like the difference between you and your environment is in that is in that sentence. But at the end of the day, that that should be like really narrow space, like the liminal space between you and your environment is is ought to be nothing. Or at least I think that that we'd all benefit from appreciating more how much we're a direct product of that and not just like, you know, an independent actor within it. Yeah. So, yeah, I think.
48:55Listen, if I had a spectrometer and go around and let everybody like take a quick measurement of the toxins in your clothes, or you had to put it on a hang tag on how much toxins that were in your clothes, it would change people dramatically. Right. You just instantly see the problem. But right now the problem is invisible. And you have, there's a bit of like, well, like, you know, where's the science on all this? And you're like, well, there is science on all this. It can't tell you clinically exactly how long this is going to impact you long term because your environment's contributing so many different things.
49:29But there are science around this. But people just they just don't believe. Right. They don't want to believe something they can't see. And so that's the hard thing with what we're doing. And, you know, I'll tell you a quick story. Like when I was at Land's End, about five years after I left, we used to do uniforms for airlines. And so we did the Delta Airlines uniforms in, I think it was 2008. It turned into a lawsuit because the flight attendants were having skin irritations and rashes, and some people were being hospitalized from these uniforms. and, you know, the flight attendants went to the unions.
50:14They basically refused to wear them. It became this big thing, and they were told that basically it's not the uniforms. That's not the problem. And so people were having all these people losing their jobs. There's all these things. Turned into a big lawsuit. Eventually it was the companies that made the product, including Land's End, were found not to be liable because they couldn't entirely prove the toxicity of what was in the clothes, even though it was pretty obvious. And so the burden of proof for this toxicity, very, very hard because it's all on the person that's doing it clean, on the victim.
50:56And it's very hard to be conclusive in the evidence in a legal format to actually have a conviction. And so I think the unfortunate truth is, you know, like lead and asbestos and all these things that happened over the last, it takes decades for these things to eventually become understood. Cigarettes, same thing. And this is probably just like that, where people can't draw a straight line to it all. Therefore, we kick the can. You know, it's inconclusive. You know, who knows? Maybe, maybe not. And nothing really changes until the consumer says, no, we don't want it anymore. We're not paying for it.
51:40We won't buy it. And then everything will change. And so that won't be the government. It won't be the judicial system. It'll be the consumer. That will make all the difference.
51:51Chris Kolbe:I feel like, you know, mothers against drunk driving. Got to stand up to it. How, okay, so that's a decades-long process at the least. um where are we on the beginning of awareness of these sorts of things and maybe where do you perceive that to have have started even on a timeline uh relative to where you think there will be enough consumer understanding and behavioral change to really like make it make an impact that let's let's the rest of the dominoes fall in the right direction of like the businesses start changing their textile by buying behavior say yeah so the the good news is And listen, we've done our own research, done some surveys.
52:34And when you speak to people who care about their wellness and they're into fitness and things like that, the awareness levels are like 40, 50 percent already. They're already aware of this and looking for alternatives. You talk about people are slightly concerned about it's almost 70 percent. So people that you would think that already detoxed other elements of their life, they're invested in wellness and health and fitness. Majority of people are very aware of this. the degree of the problem, what are the really, what are the real, you know, sort of better options? Very low awareness. And so there's a big gap between, I know a little bit, but I don't know what to do.
53:13And when you get beyond that, you get to a lot of general population where, you know, 20 to 30 percent just don't really care because they don't want to pay more.
53:23Chris Kolbe:Yeah. And so that you're always going to have that too, right? And so, but I, again, I look at it very much like food and beauty is that you know it wasn't like all the grocery stores overnight went organic it starts with the section right where you shop your organics and eventually there's a whole foods or there's a there's a specialized store that has all of these things but it's still the minority of the total but you start seeing that more and more offerings more and more offerings because that's what consumers want and i think this won't be any different you know like 10 15 years ago there's two or three clean beauty brands at Sephora.
53:56Now there's like over 200. And so this is what happens. And eventually the L 'Oreal's and the Lancome's change too. And that's how a market-based economy really will change.
54:12Chris Kolbe:Yeah. We've spent so much time, and thank you for indulging me because I love material science. So I've spent so much time talking about that. But I want to bring some light to the other aspects of this apparel that make it the best since we've identified it. That's like really the the the North Star of it all. How much is like fit and color and these other aspects of apparel design, which I'm probably butchering. So you could look, you could make me and everybody else smarter on that, too. But how much are these other aspects of of innovation, say, part of the R &D cycle for you? And and maybe just give us kind of a few tidbits about how you approach something like, you know, I don't know, collar design or like where the you know, where the end of the sleeve lands on the bicep and these other things that like make make a shirt perceivably quality or the best, whether or not you are wearing it or just like standing inside Nordstrom, like looking at it and saying, oh, this is really nice.
55:12yeah well i'll give you the merchandiser answer which is perfect that's what i'm signing up for yeah so the the industry insider would say uh particularly for men okay because that's what we're selling today um no matter what you're doing fit is number one and so if it doesn't fit well nothing else matters right and so either fits right and there's a lot of things that go making things fit well but has to fit well and fit consistently uh so that you can come back and buy more without any hesitation yeah um that's number one number two is fabric fabric you get a really nice fabric and fit you get loyalty uh people will come back and the fabrics are something that is more visceral and so you experience it you know it does this it does that or it does it like it clings to me and I hate it.
56:06You know, these are all the things that people love or hate once you start wearing something. And fabrics are, because they're so visceral, a lot of times people don't know why they like something or not. They can't tell you. It just feels good. Like women will say it feels flowy. There's all these like words that people use to describe things for the way they feel, but it's really, really important. And then third is styling in detail. And so people might say like, well, it has to look good, but if it, you know, yeah, of course. But if it doesn't fit well, have good fabrics that work for you, the styling doesn't matter usually.
56:46And this is more and more true as you go up the ladder of premium and luxury, right? and so the fit this fit styling uh comes a lot into detail color all these things they all matter and the other thing about doing what we do is you got to really get all three of those things to work most of the time because people are very unforgiving uh when it comes to if they don't like it they just return it you know if they don't you know if they don't like it they'll never come back and they won't tell you why and so i always work that way fit fabric styling and then once you've figured out the fit and fabric, the styling evolves, right?
57:23And so you change a color, you change a button, you change a pattern, and you iterate, iterate, iterate. And it's very easy for people that wear uniforms to follow along, right? You can stay with your favorite brand because, you know, the fit fabric and styling moves with you. And that's how you build a really nice business. But then occasionally you got to introduce new things. And so when there's a shift, And this is where women's is a lot harder than men's. All of a sudden people go from big over skinny to skinny with big on the bottom. And all of a sudden the whole thing flips.
57:59Chris Kolbe:That's my problem. And then all of a sudden like you got to like rewire the whole fit fabric construct and you have to start over. And so women's is harder. And so and women's is similar to what I described, but things will change quickly like that. And then you have to evolve how you do that. And so that's where having a good sensibility of your consumer and what they are, you know, who they are, what they wear, how they wear it is really, really important. And fashion is a hard business that way because there's a little bit of a it just feels right kind of thing to it where hard data analytics won't exactly tell you when that that big over skinny shift will happen.
58:39But I've worked at companies like particularly Urban Outfitters back in the day where we literally had things getting ready to leave the factory. We were like stopped it. We said, no, this is all wrong. And we like flipped it around and we had to fly in the goods just to get the right mix of product because the trend had changed. And so that's gotten easier with AI because you can now start testing things virtually and doing all these other things to kind of find out when things are going to shift. But the world moves faster than ever, and so do trends. I prefer to build a business that's built on consistency and quality because the fashion part is it's a game.
59:23It's very hard to keep up with over a longer period of time. And so in our case, fit fabric, good quality, good style. That's kind of how we're building out that 80 % of your wardrobe.
59:38Chris Kolbe:And to your, well, let me ask first, we're at time. I can get you out of here. Do you have a hard stop? I got a few minutes. Yeah. I'll ask you one or two more questions. If you could bring back the big over skinny trend, by the way, I'd be very grateful because I invested in a wardrobe. No, it's exactly that. I remember, so I was in high school when, like, I don't know, Britney Spears and J-Lo were really popular. And it was skinny over big, right? And everything was like a crop top and like a midriff showing. And that was really hard to be a 13-year-old within. exactly the wrong age everything was so awkward and like right like i don't you know i just didn't have it and and so then you know some numbers but say like at five by the time five years more or seven years more came around it was like okay well now what we're doing is we're doing skinny you know big over skinny and i was like well that's much better for me and we've given a gift to the world which is that we fought against like belly buttons like one and then it came right back and i just realized like i i i'm uh i just have to be i just have to be a passenger on it all yeah no um well the good news is the 90s have had a good run so the next will be the 2000s and we'll be back to low rise and i can't even remember yeah low rise and then yeah what was after that But then it was like cargo, maybe cargo on low rise were maybe around the same time.
1:01:13Yeah. Well, that's for early 2000s where skinny really took off. I was actually at Urban Outfitters at the time and were like, you know, skinny jeans, skinny jeans is like the big bet, you know, early 2001. Yeah. That went for like, you know, 20 years. Right.
1:01:28Chris Kolbe:So, yeah, it's a good run. I guess what you're saying is I had a good run. Yeah. Well, I'm saying like that's a good run in fashion. a decade is a really good run how often does okay so for something like the fit of a men's shirt which is i think on the scale of fashion a relatively predictable thing right there's a little baggier a little skinnier but generally speaking like i feel like that should be one of those things that's kind of closer to um you know i'm constantly renewing fashion or like not it doesn't change all that much not that unpredictable um i guess what i'm awkwardly trying to ask is is there like a platonic form of really good men's shirt fit that if you only knew what that was and maybe you do you could pattern match to that and then like people would just be happy and everyone who's sort of like missing that marker doesn't have that secret knowledge like you know they're they're the ones with the the ill-fitting shirt or how do you like how do you dial in on what that means at a given point in time and is it like one thing um there's there's there's some basics you know call it we call them fit camps so and they usually more really much today yeah they're more they're more related to body type probably than anything and so like in our in our case we make two men's shirts we make a classic fit fits most people pretty democratic and we do a skinny fit or a slim fit.
1:03:00And that fits people that are probably more fit or just, you know, like a closer to the body fit, right? The two preferences. And we can cover most people with both. And sometimes the same person can wear both, but they'll wear a different size in each, right? And so when we launched, you know, I kind of knew that's generally how it works. And so that's how we were able to kind of keep it simple. And so far, three years in, we haven't had to change it a lot. The only thing you'll change mainly, you maybe slightly make a sleeve longer or shorter or collar will be wider or narrower, but it's very, you know, evolutionary, right?
1:03:39And that's, that's the beauty of men's. Now, we just launched a loose fit unisex t-shirt last week that literally is for men's and men and women. And it is very under, under the age of 35, 90 styling. It's a lot cooler and it fits everybody, but not everybody wants to wear a loose fit boyfriend t-shirt. Right. But the, you know, it just comes down to preference. It's just preference.
1:04:09Chris Kolbe:Yeah. Well, honestly, you know, and I love it because, you know, now my kids are, they like what I'm doing because I got stuff they like. Right. And so, um, and so fit is a lot about sensibility. and then sometimes it's about body type if that if that makes sense and so that's where um but you can usually statistically get people into about six or seven different fit camps in in the population in the united states there's there's body measurement studies yeah and you can tell even like regionally like people in the southeast have a different body type than people in the Northeast. And there's all that kind of stuff, too.
1:04:52So I've seen both, but I generally have deduced it down to two or three things.
1:04:58Chris Kolbe:Oh, fascinating. I could keep asking you questions about this all day, and I can tell that you would keep patiently answering them. So for that, I'm very grateful. This has just been really, really wonderful. Thank you again for the time and for being such a wealth of knowledge in this space. I am definitely heading to your website to go get one of those big on the top, skinny bottom. Yes, I have a perfect 90s boyfriend tee for you with a smiling mushroom on the back. I will wear it with pride. Thanks again for coming. See you soon. My pleasure. See you. Bye. Thanks. Thanks for joining us for another episode of Commerce's Chaos.
1:05:41Chris Kolbe:If you're listening, I have a feeling you know just how much good at leaving a five-star review can do for a team. Drop us a review on Apple Podcasts and subscribe to Commerce's Chaos wherever you get your podcasts. Don't forget to subscribe to our sub stack, also called Commerce's Chaos, for more good stuff and actionable tools to build your business.
From the publisher
Chris Kolbe spent 30+ years as a senior executive at Ralph Lauren, J.Crew, Original Penguin, Lands' End, and Kohl's β which means he knows exactly how the industry works, and exactly what it's been getting away with.
After decades of watching apparel shift to petroleum-based synthetics, he left to build HyperNatural: a performance apparel brand made from bio-based materials instead of plastic. The flagship fabric, HyperCool Jade, is built from Supima cotton, jade stone, and chitosan from shellfish waste, OEKO-TEX 100 certified, and took two years to develop with a material science partner.
The brand launched in premium menswear, landed at Nordstrom, and is now expanding into women's. Apparently once people find out their gym shirt is low-key dosing them with synthetic chemicals, they want options for the whole wardrobe.
π§ Bio-Based Fiber Development β How HyperNatural built a patented cellulosic fiber process using Supima cotton waste, jade stone, and chitosan β and what two years of R&D actually looks like inside a startup
π Why Apparel Prices Havenβt Moved in 26 Years β The offshoring and petroleum shift that bent the cost curve down β and why tariffs and inflation are now colliding with a category that has no room to absorb them
π€ The Pyramid Brand Strategy β Why HyperNatural started at the top of the market and is building down, and how the brand-to-licensing sequencing works for a materials platform with aspirations to become the Gore-Tex of natural fiber
βοΈ Fit, Fabric, Styling β The merchandiserβs framework for what actually drives loyalty in apparel (in that order) and how to keep a SKU range tight when every customer signal feels like a reason to expand
π Building Through a Bad Neighborhood for Investors β What it looks like to self-fund a material science startup through COVID, inflation, and an investment environment that sent all the oxygen to AI, and how Chris kept HyperNatural alive anyway
π― Health Over Sustainability as Commercial Positioning β Why βI didnβt realize it was bad for meβ converts when βitβs bad for the environmentβ doesnβt, and how clean food and clean beauty show the path
Whether youβre building a material-first brand, navigating an industry that doesnβt want to change, or trying to stay alive through a funding environment thatβs working against you, Chrisβs conversation is a ground-level look at what it takes to build something genuinely different in a mature category.
Perfect for: Apparel founders, material science and wellness operators, self-funded entrepreneurs, consumer brand operators navigating a difficult capital environment
Guest: Chris Kolbe β Founder, HyperNatural
Host: Samantha Rose β Managing Partner, Hologram Capital & Founder, Endless Commerce
This episode was recorded live and is part of our series on operational frameworks that drive real business results. Subscribe so you never miss an episode.
