In this episode of The SaaS Operators, we dive into Prime Day data, shifting consumer behavior, and what it signals about the broader slowdown in e-commerce. Jeremiah breaks down why Prime Day underperformed and why Amazon is no longer the discovery engine it once was. We explore how DTC brands are getting squeezed and why the winners are pulling further ahead. Rishabh raises tough questions around pricing strategy, flat-rate ceilings, and whether today’s growth is just pulling forward demand. We talk through SaaS retention, CAC misalignment, and why median order value might be the better metric. Zach shares how one DTC brand rebuilt their business from the ground up post-tariffs and the pricing insights that unlocked their next wave of growth. We also go deep on nostalgia-driven investing, broken brand stories like Harley-Davidson and Kodak, and the case for a PE fund that buys and revives brands built on childhood memories. The episode closes with a debate on flat pricing, competition, NRR tradeoffs, and whether private equity will start using AI agents to turn around bloated service-heavy SaaS companies.
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