Limited Supply cover art
Podcast · 62 episodes

Limited Supply

by Nik Sharma · English

So many DTC brands think nice PR is more important than honesty. But that’s not us. I'm Nik, and I'm tired of all the hot air in our industry. This podcast is the behind-the-scenes conversation that gets to the heart of what DTC is really like. Nik Sharma founded Sharma Brands - and has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else. We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.

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What Does It Actually Take to Win BFCM? (Live from Q4 Summit, with Cody Plofker)What it actually takes to win during Black Friday/Cyber Week (BFCM) and Q4, using Cody Plofker’s playbook from Jones Road and his new brand Winx.30 Sep 2026 · 37 min · 16 chapters
How HexClad Turned Cookware Into a Billion Dollar Brand (with Danny Winer)How HexClad (founded by Danny Winer) grew from a bootstrapped cookware startup into a billion-dollar lifestyle brand using storytelling, novelty, influencer/chef content, and Q4 planning.23 Sep 2026 · 29 min · 13 chapters
AI Landing Pages and Micro-Persona Ads (live from Verified, The Social Commerce Podcast)Social commerce growth tactics, focusing on “content-first” strategies, micro-persona ads, AI-assisted landing pages, and the creator/affiliate “gold rush.” It also covers celebrity/creator brand…16 Sep 2026 · 48 min · 21 chapters
S17 E10: How to Launch Black Friday Two Weeks Early (with Ezra Firestone)Ezra Firestone explains how he plans and executes Q4—especially launching Black Friday two weeks early—using early sale timing, merchandising, audience warm-ups, and a holiday interstitial offer page…9 Sep 2026 · 33 min · 15 chapters
S17 E9: Why Routine Beats Discounts This Q4 (with Jen Gray)Jen Gray explains the “psychology of routine” for Q4/Black Friday, arguing that brands should embed products into customers’ daily lives rather than rely on one-time discounts.2 Sep 2026 · 22 min · 11 chapters
S17 E8: What Every DTC Brand Should Know Before Q4 (with Shopify's Harley Finkelstein)DTC brands’ Q4 (Black Friday/Cyber Monday) playbook—what’s changing in consumer behavior, how to market and discount, and how to sell across channels (not just online).26 Aug 2026 · 40 min · 19 chapters
S17 E7: The Acquisition Channel JRB Got Wrong ...and How They Fixed ItHow Jones Road Beauty scaled beyond Meta diminishing returns by adding performance TV (linear + streaming) and using it to drive new audiences, branded search, and downstream conversions; includes TV…19 Aug 2026 · 44 min · 18 chapters
S17 E6: Why Your Company's AI Chats Are a Total Mess (And How to Fix It)Companies’ AI chat tools fragment work across employees, causing duplication, inaccessible “one-off” builds, and little business impact; HQ (HQforwork.com) aims to unify AI workflows with shared…12 Aug 2026 · 37 min · 15 chapters
S17 E5: Your Moat Already Expired (And Most Founders Don't Know It Yet)AI agents for marketing/commerce, agency vs in-house, and how to build defensible “moats” in 2026; also Q4 Summit announcement and advice for commodity-like DTC businesses.5 Aug 2026 · 57 min · 25 chapters
S17 E4: Stop Building Landing Pages by Hand...Here's What's NextHow to stop hand-building landing pages and instead use an in-house AI-assisted workflow for idea → strategy → research → wireframe/copy → design/dev → QA → iteration, with emphasis on what should be…29 Jul 2026 · 27 min · 6 chapters
How Brands Are Building Creator Armies Right Now (Live from Social Commerce Summit NYC)Brands building “creator armies” for social commerce—industrializing creator content, using exclusivity/commission models, and mapping creator personas to culture and performance angles; also how to…22 Jul 2026 · 26 min · 10 chapters
S17 S2: The Creative Supply Chain Every Brand Needs (And Most Don't Have)The episode argues that big brands still face the same marketing bottlenecks as small ones: producing and testing enough creative fast enough to win attention.15 Jul 2026 · 32 min · 9 chapters
S17 E1: Founder Mode: Building a Second Brain to Supercharge Execution (Live from Ecom AI Summit)Nik Sharma (Limited Supply) kicks off a new season by explaining how he uses Hermes on a local Mac mini (“Jet Damon” / Jet agent) to build a “second brain” that acts as chief of staff, integrates…8 Jul 2026 · 38 min · 16 chapters
S16 E13: Shopify's AI Revolution: What You Need to KnowNik Sharma breaks down Shopify’s “Everywhere Editions” release (summer), focusing on “agentic” commerce and AI distribution beyond the website: AI/LLM-readable product data, AI-surface sales…24 Jun 2026 · 23 min · 10 chapters
S16 E12: The Anatomy of a High-Converting ListicleHow to build a high-converting listicle/landing page for paid social funnels, from research to UX/UI wireframes to launch testing.17 Jun 2026 · 39 min · 18 chapters
S16 E11: How AI Is Revolutionizing Landing PagesHow AI is changing landing pages for e-commerce—faster page builders, exploding ad creative, AI shopping agents, and the need for “AI-ready” pages that both convert humans and provide…10 Jun 2026 · 24 min · 10 chapters
S16 E10: Practical AI for BrandsBrands making AI “practical” across marketing operations, AI search (GEO), personalization, and ad/media buying automation; includes an “Instant” retention tip and a promotion for the AI Summit.3 Jun 2026 · 39 min · 19 chapters
S16 E9: Why DTC Brands Need AI-Driven Personalization (with Liam Millward, Co-founder and CEO at Instant)DTC/e-commerce brands using AI-driven personalization to boost retention revenue, including Instant’s shift from “instant audiences” (shopper identification) to Instant AI that generates on-brand,…27 May 2026 · 46 min · 21 chapters
S16 E8: Your Retention Strategy Is Probably BrokenRetention strategy for subscription/consumable brands is often “broken” because teams over-rely on generic email/SMS, underuse post-purchase and transactional moments, and run untargeted…20 May 2026 · 56 min · 23 chapters
S16 E7: How Brands Are Winning on Reddit Right NowHow brands can win on Reddit now, framed as Reddit’s role as an “internet product research layer” and how Reddit’s commerce tools (especially dynamic product ads and Reddit Pro) enable contextual +…13 May 2026 · 44 min · 21 chapters
S16 E6: The Funnel Strategy Driving Brands Right NowHow brands build high-converting marketing funnels using “performance branding” (beautiful, polished creative powered by performance media) and data-driven personalization.7 May 2026 · 24 min · 8 chapters
S16 E5: What $100M E-Commerce Brands Know That The Others Don’tThe episode argues that $100M+ e-commerce brands win by combining strong brand building, continuous product innovation, and faster, more disciplined execution—especially in performance marketing and…29 Apr 2026 · 1 h 23 min · 35 chapters
S16 E4: 7 Strategies Behind Today’s Fastest Growing BrandsHow fastest-growing DTC/CPG brands scale email and paid acquisition by focusing on LTV, subscription economics, and highly congruent funnels.22 Apr 2026 · 45 min · 20 chapters
S16 E3: The Step by Step DTC Build PlaybookA step-by-step DTC (direct-to-consumer) build playbook focused on differentiation, story/content-driven acquisition, brand-color ownership, and how to launch and scale using a supply/demand…16 Apr 2026 · 1 h 31 min · 29 chapters