DTC

SouthKen2020

DTC isn't a sticker, it's referring to direct to consumer offerings.

Furlz

A.i overview --- 📊 Key Short Squeeze Metrics (from Fintel): Short Interest: 75.3 million shares Short Interest % of Float: 38.91% → 🔥 Very high Days to Cover (DTC): 7.10 days → 🟠 Moderately high Off-Exchange Short Volume Ratio: 42.12% → 🔥 High dark pool activity --- 🧠 What This Means: Metric Implication >30% Short Float Strong pressure; very few stocks have this much of the float shorted. Classic squeeze setups often start above 20–25%. 7.10 DTC Shorts would take a week of average trading volume to fully exit their positions. The higher this is, the more explosive a rally can be if buying volume spikes. 42% Dark Pool Short Volume Suggests stealth shorting by institutions—could mean they're either very confident or overexposed. Adds intrigue to squeeze potential. --- 🚨 TLDR: > Yes—this is very much a short squeeze candidate. It checks all the boxes: high short float, high DTC, and significant dark pool shorting. If the stock gets positive news, breaks a technical resistance, or attracts retail/institutional buying, this could quickly snowball.

fastlapp

ha, these guys are the ones which closed their deal after their deadline without holding extension vote and associated redemption. So they had to conduct a post-close tender offer for cash in trust after ticker change. DTC instructions were sent to ALL PFSA shareholders. I bought 1 share at 75 cents and redeemed at my broker, but ofc it was rejected a few weeks later.

therealkeeper

It's honestly both it's a viable company that has been recognized by investors. It also has large short interest with >1 DTC Rare meme stock that continues post meme. Took profits literally 4 times now continuing to stock up on leaps

therealkeeper

Remember when the people saying we who pushed for $OPEN were the ones who were bots? A viable company who has even more short interest now with less DTC than when it pumped? Man I pity you who bought into the bot campaign to dump it. You can literally check Reddit accounts with one click..

slimkay

> However, I believe the risk applies to all major retailers and the new tariffs would eventually get passed on to consumers with the price of their goods raised It does but remember that LULU is a DTC-focussed company while NKE is a wholesale dominated brand. NKE's bulk orders into the US were already capturing duties, etc. While LULU took full advantage of the de minimis exemption by setting up its US e-commerce distribution from Canada and shipping individual orders from there, a lot of which will now have to pay duties when imported in the US. No wonder LULU management guided to a 170bps decline in gross margin for FY25 (ending Feb 2026) from the removal of the de minimis exemption.

CorgNation

Some people think Walmart is the only retailer in America and don’t realize many of the DTC brands they love use this strategy and are going to take a hit once their inventory runs out (from mass pre-staging mitigations earlier this year).

Effective-Emphasis-4

I max tax withheld all year with each paycheck, chip away at the Roth, usually overtime or third paycheck and DTC my taxable account. Sometimes I'll eat ramen for 3-6 months and pump up an individual stock I like. At the end of the year both tax advantaged brokerages are maxed and 7% is contributed to a pension. 

Creative-Cranberry47

ROOT didn't give up DTC! they just decreased marketing expenses. a majority part of their book is still from DTC in q2. though their partnership channel tripled YoY. its growing linearly. its growing like a weed

wombatnoodles

I am heavy into SPRY. I’m hopeful their DTC campaign will result in improved guidance… we’ll see

Frequent_Finance3904

# DeFi Technologies Identifies Share Ownership and Depository Imbalances, Escalates Trading Review to Protect Shareholder Interests Join the Discussion:$DEFI.NEO-11.25%$DEFTF.US-6.25% TORONTO, Aug. 12, 2025 /CNW/ - DeFi Technologies Inc. (the "**Company**" or "**DeFi Technologies**") (Nasdaq: DEFT) (CBOE CA: DEFI) (GR: R9B), a financial technology company bridging the gap between traditional capital markets and decentralized finance  (**"DeFi"**), today announced a key update on its ongoing shareholder intelligence and market transparency initiative launched in June 2025 in collaboration with Shareholder Intelligence Services, LLC ("**ShareIntel**") and Urvin Consulting LLC ("**Urvin**"). As part of this initiative, DeFi Technologies has been closely monitoring both market and non-market activity related to its common shares across the various marketplaces where they are listed, as well as among financial institutions whose clients hold or trade common shares of the Company. Preliminary findings have identified notable imbalances between the number of shares reported for beneficial owners by proxy servicing firms and the number of shares recorded at the relevant depositories, including the Depository Trust Company (DTC) and the Canadian Depository for Securities (CDS). While minor discrepancies can occur during normal operations, the Company has observed disproportionate and persistent differences over selected periods that warrant further investigation. DeFi Technologies has contacted the parties involved to request reconciliations and explanations for these discrepancies. If satisfactory resolutions are not provided, the Company is prepared to escalate the matter. "As fiduciaries for our shareholders, we are obligated to safeguard the integrity of the trading of the Company's common shares across all trading venues," said Olivier Roussy Newton, CEO of DeFi Technologies. "These findings underscore why we engaged ShareIntel and Urvin—to detect, investigate, and address potential irregularities that may impact our investors. We will pursue answers and, if necessary, escalate the matter." The Company views vigilance in monitoring trading and settlement data as a critical component of shareholder protection. DeFi Technologies will continue to work with ShareIntel and Urvin to investigate such imbalances and engage directly with market participants to ensure transparency in reporting.

SuperSultan

So if you sold 5 puts did you end up buying 500 shares or did you only pay the options premium for someone to sell the stock to you for less? We’re in a “redneck recession” at the moment but sales will pick up as usual during the holiday season especially once this tariff terrorism wraps up. People get excited over Lululemon compared to other brands. It’s better quality. They have their own BRAND AMBASSADORS in addition to DTC model where they have their own stores. Nike failed at this recently. There are tons of videos of people trying to find it in thrift stores or they will even buy it secondhand. Vuori, Nike, Adidas do not have this brand power.

indycpa7

I work in a DTC business, PayPal is dying but AFRM transactions growing double digits month over month

AmericanScream

> The system doesn’t need to collapse for gold and bitcoin to take a larger share of the market #Stupid Crypto Talking Point #10 (value) "**Bitcoin/crypto is a 'store of value'**" / "**Bitcoin/crypto is 'digital gold'"** / "**Crypto is an 'investment'**" / "**Bitcoin is 'hard money'**" 1. Crypto's "value" is unreliable and highly subjective. It cannot be used as a currency or to pay for almost anything in any major country. It has high requirements and risk to even be traded. At best it's a speculative commodity that a very small set of people attribute value to. That attribution is more based on emotion and indoctrination than logic, reason, evidence, and utility. 2. Crypto is too chaotic to be any sort of reliable store of value over time. Its price can fluctuate wildly based on everything from [market manipulation](https://arxiv.org/abs/2108.10984) to [random tweets](https://www.sciencedirect.com/science/article/abs/pii/S0040162522006333). No reliable store of value should vary in "value" 10-30% in a single day, yet many cryptos do. 3. Crypto's value is *extrinsic*. Any "value" associated with crypto is based on popularity and not any material or intrinsic use. See this [detailed video debunking crypto as 'digital gold'](https://www.youtube.com/watch?v=tspGVbmMmVA&t=4446s) 4. Even gold, while being a lousy investment and also an undesirable store of value in the modern age, at least has material use and utility. Crypto does not. And whether you think gold's price is not consistent with its material utility, if that really were the case then gold would not be used industrially. But it is. 5. The supposed "value" of crypto is based on reports from unregulated exchanges, most of whom have been caught [manipulating the market](https://www.cftc.gov/PressRoom/PressReleases/8369-21) and [inflation introduced by unsecured stablecoins](https://www.cftc.gov/PressRoom/PressReleases/8450-21). There's nothing "organic" or "natural" about it. It's an illusion. 6. The operation of crypto is a negative-sum-game, which means that in order for bitcoin/crypto to even exist, there must be a constant operation of third parties who must find it profitable to operate the blockchain, which requires the price to constantly rise, which is mathematically impossible, and the moment this doesn't happen, the network will collapse, at which point crypto will cease to exist, much less hold any value. This has already happened to tens of thousands of cryptocurrencies. 7. Many of the most trusted, most successful entities in the world of finance do not consider crypto/bitcoin to be a reliable store of value. Crypto is [prohibited from being used as collateral by the DTC](https://www.dtcc.com/-/media/Files/pdf/2024/4/26/B20002-24.pdf) and respectable institutions such as Vanguard [do not believe crypto belongs in their investment portfolio](https://investor.vanguard.com/investor-resources-education/article/cryptocurrencies-and-vanguard-what-we-think). 8. There is not a single example of anything like crypto, which has no material use and no intrinsic value, holding value over a long period of time across different cultures. This is **not** because "crypto is different and unique." It's because attributing value to an utterly useless piece of digital data that wastes tons of energy and perpetuates tons of fraud,*makes no freaking sense* for ethical, empathetic, non-scamming, non-exploitative, non-criminal people.

Educational_Pop6138

That app store recently took a big hit. The courts ruled they can't put limitations on external payment methods nor charge a 'levy' on the external payment. Some of the gaming companies I follow are going massively DTC on the back of this.

Zestyclose-Storm-270

Proposal and Meeting: The company proposes a reverse stock split and schedules a shareholder meeting to vote on the proposal at a later date . 2. Proxy Materials: Shareholders receive proxy materials (like a definitive proxy statement), which include the reverse split proposal and other relevant information, before the meeting. 3. Shareholder Vote: Shareholders vote on the proposal at the designated meeting. 4. Board Decision: If the proposal is approved, the board of directors then decides when the reverse split will actually take place. 5. Effective Date: The reverse split becomes effective on the date chosen by the board, and the stock begins trading on a split-adjusted basis. 6. Additional Considerations: Companies also need to consider other factors like notifying the stock exchanges and the Depository Trust Company (DTC) about the reverse split.

SPaniardz

What's the DTC?

FrangosV

I think it’s very rational! How do you define days to close and the multiplier on the right ?? %of time is DTC/DTE right ?

Squeeze-Finder

A) it's a huge company with a huge float, so you need billions of $ to flow in quickly to get it moving. B) it's only around 2% short interest C) DTC isn't the best metric, because volume will spike tremendously during a squeeze and something with a DTC of 6 can actually get fully squeezed in like an hour. I look at DTC to tell me if the play is fresh or not - but I don't really look closely at the actual DTC value...

Joethetoe00

I can't.. it's not a trading permissions thing either as far as i can tell. Submitted a ticket asking for information on why and god knows where that went. >Trading Restricted >No opening Trades: DTC Chilled or Ineligible

Brawlfan1412

70% SI, 5.3 DTC So can we all buy RKT?

deffrosy

You're right that HIMS is operating in a legally sensitive space, especially with how they distribute GLP-1s and other prescription treatments through a DTC model. But based on their disclosures, they’re very deliberate about staying within FDA and telehealth guidelines. They’re not doing anything “black market”. They work with licensed physicians and pharmacies in every state where they operate in. Appreciate you raising it, definitely a risk worth watching.

Th3HappyCamper

Isn’t the DTC like one day and borrow % is like 3%?

SPaniardz

If you scooped some $DNUT at $5, you’re frosting up about a 20–30% pre-market. this could really run the needle. Remember, don’t bet the bakery, but be ready to grab 30% profit at $10. This is a multi-day event with 6 DTC!

Blotter-fyi

They absolutely are which is why I've also added the days to cover. Typically, there's a correlation between short/total shares and the days to cover. So if DTC is higher, then short as percentage of total shares should be high too

Plane_Platypus_379

Yeah you guys are spot on with this one that's why I put in that order. Checked the fintel data, 9+ DTC. This thing is a monster if it gets unleashed.

TheCursedMountain

32% 6DTC

infoisknowlege

Hubc is moving on low volume past week abat and sldp have been gaining momentum lxrx 4$ price target sclx heading for 9$ bitf holding above 1$ kulr just broke 7$ go pro trying to test 1$ again lwlg pushing towards 2$ optx news about use in rockets and space pushing 2$ DTC is interesting no longer a penny dropped down to 10 cents went to OTC did an rs now back on nyse had a nice run last week looks to be holding above 20$ just a couple I'm playing

infoisknowlege

Abat sldp iinn bitf lwlg sclx lxrx watching bctx after offering ctm been holding since 15 cents long term play hubc has been heating up over 1$ the past week go pro looks to be trying to reach 1$ again after getting rejected. Vlcn nuwe negg and DTC have been great plays after there rs. DTC was 10 cents and went to the OTC it hit 30$ Friday and back trading on nyse after hours bid ask spread was 10$and 27$ that's a big spread.

infoisknowlege

Also DTC went all the way down to 10 cents went to the OTC did an rs hit 30$ Friday back off OTC and trading on nyse again low volume is been a great play. The bid ask spread is crazy also

ShinigamiXoY

Cant trade it on interactive brokers, DTC chilled

MauricioCappuccino

Also has a DTC chill Lol. At least on IB

Jotunn1st

Are you a moron? I was literally not allowed to sell this morning. I spoke to my broker. They said the DTC had not allocated shares yet. Fucking morons with the constant "pump and dump" talk. Who pumped and dumped genius? Insider shares locked up. Who then moron?

Jotunn1st

Dude, this has massive manipulation going on. Brokers have restricted trading and blaming the DTC. It's gme part 2.

Jotunn1st

Fidelity blaming it on DTC, said shares haven't been delivered yet. Pure criminal activity. Gme part 2.

SPaniardz

I might put a little money in it, but with a DTC<3, it is hard to ignore. Consequently, they can escape the trap easier.

wickedbeats

Definitely not. Here are two graphs showing the difference between Starlink Direct to Cell MNO partners/subscribers, and ASTS direct to cell MNO partners and subscribers. https://x.com/spacanpanman/status/1936017891482050655?s=46 Strange, since Elon cuck boys think Starlink has the better DTC tech already in service, while ASTS hasn’t even begun commercial services. Starlink Direct to cell doesn’t work and the MNOs know it. Total addressable market for ASTS: 3.2 billion people. Total addressable market for Starlink DTC: 285 million people

MitchCurry

I think the potential (albeit unlikely in my opinion although I'd personally support it) ban on DTC pharma ads is at least part of the reason why.

Icy_Professional3564

Doesn't DTC own the stocks anyway?  Fidelity just keeps track.  So worry about their ability to remember what you own.

MrJaMane

The transfer agent only knows Cede and Co as the holder. Cede and Co (parent corporation for DTCC) keeps stock record for all DTC Participants (brokerage houses).

EggIsGettingRekt

RECX is showing early-stage growth with improving DTC lead velocity, likely driven by targeted marketing. If conversion rates hold and dealership interest materializes, this could indicate a strengthening sales funnel. Watching for sustained volume and follow-through.

Environmental-Meal14

This is indeed micro, but I don't see evidence of high short interest across multiple platforms; although interest is ~23% (float-relative), this is still only 31k shares and the SVR & DTC are extremely low so not much squeeze pressure, and covering *cannot* be confirmed. The rally is actually more likely to be from the low float and momentum. I could see this for a morning pop then fade (likely gap up, spike, retrace), but $1 would take a pretty darn good catalyst or massive coordinated hype. Since resistance appears to be ~0.60, support ~0.50, breakout should be around ~0.70. Even 0.85 would take a stretch plus good volume. Where are you seeing crypto news coming? I can't find an indication of this anywhere.

SPaniardz

DTC is 8... When do you think this could happen, this week?

dvdmovie1

During covid, NKE moved away from retail - especially "undifferentiated retail" that didn't meet their standards - and went much more DTC. That worked for a while, but in the meantime other brands took that shelf space and when people started shopping in person again more, other brands had capitalized on NKE's mistake. There's been a lot of errors (a former marketing exec wrote a long blog explaining them which I'd link to if I could link to the site it's on. Google, "Nike: An Epic Saga of Value Destruction and the linkedin page with it by the author (Massimo Giunco) should show. Chances are Nike will fix things over time, anyone thinking that it happens overnight is going to be disappointed. Personally, I used to only get Nike shoes then several years ago started to be disappointed with quality, looked elsewhere and haven't tried NKE again. The latest try is ON's shoes, which I've been very happy with so far. Would I invest in ON? Probably not because I really don't like investing in the consumer that much, but would I get another pair of the shoes? Very likely.

Ok_Recognition3324

the past 2 quarters have been burning through stock; nke moved to a DTC model during covid that didnt work out very well (See the market cap decline since 2021). Brought in new (old) CEO and he's going back to nke's roots of selling to distributors (footlocker, etc) so that nke doesnt need to have a lot of inventory on the books. lean asset model -> big eps growth in future.

Front-Nectarine4951

It's not just people. Huge company like Pepsi, Gymshark, Sephora,... etc use it. It's their ecosystem and that design to make it convenient for customer. Like if you are starting a business or DTC , shopify would be your place

MitchCurry

Should it pass, the bill to ban pharma DTC ads should be bullish for Doximity, right?

T0m_Bombadil

Warrants are not exercisable. S1 just dropped that will register the shares underlying the warrants but best case scenario is it’ll go effective in 2 weeks. Could take 2 months. The same S1 will also register a bunch of other shares that were part of the SPAC / merger and massively increase the float. Doubt the share price will remain elevated once those shares are registered, and good luck exercising your warrants before the insiders can dump, it’ll take the DTC and retail brokers a couple days after things for effective to get all their plumbing in place. Unless cost to borrow goes down a lot there’s really not an economical way to squeeze any arb out of the warrants. Best bet is to hope the warrants close the gap between their current price and theoretical intrinsic value a bit between now and the effective date.

Longjumping-Bonus723

The genius act bill will send CRCL, MSTR and COIN to the absolute moon 🌝 it's obvious by now.  In total, DTC assets under custody increased to $100.3 Trillion (2025) from $73.5 Trillion (2020). Read: https://www.dtcc.com/digital-assets/digital-standard/newsletters/2025/june/12/stablecoins-liquidity-and-the-future-of-tokenized-assets-a-global-perspective

Elbeske

A buy the rumor of AMZN buy spree. Plus the only limiter on ASTS has always just been capital. Every dollar the stock goes up the more capital they have and the more likely they are to gain large market share of DTC Sat networks. So basically a runaway train at this point.

Prudent_Shake_8149

Inflation and a falling, unreliable dollar are great for crypto. Coincidentally, Trump is all in crypto with his meme coins, crypto exchange and planned Bitcoin purchases by DTC. And, by another incredible coincidence, Trump wants a BTC Reserve funded by billions in US BTC purchases. Win-win for crypto if Trump can get the Treasury to fund US BTC purchases by printing up a bunch more dollars. It’s free money after all. 🤷‍♂️

_hiddenscout

Still kind of in turn around mode. Gist of them is that they got a tech ceo during the pandemic that invested into DTC sales, which cost more money. They cut back on innovation and we've seen HOKA and ON move into the space now as well. New CEO has worked his way up in the company, which is pretty cool. They are also working on more innovation and moving away from as much DTC. There's also the issue with sales in China. I personally don't like doing too much retail or fashion brands, but if you are buying now, you are buying into the idea that Nike can turn it around.

No-Satisfaction-8477

0.4 DTC. It seems it wont be long before shorts are forced to cover. Interesting play as it seems it might squeeze higher. I will jump in for fun.

RookieMistake101

Are you worried that this share class can’t be held in the PCRA? If so you may need to do the following: Wet signature on transfer form DTC not ACAT Paperwork physically mailed to admin firm And memo requesting share class change I just did that for a client a few weeks ago. Sucks but worked.

StruggleNational9301

Short squeeze potential for $INTZ ✅ Setup Conditions Met • ✅ Rapid price increase: +60%+ over 7 days • ✅ Short interest significant: 9.09% of float, 1.6M shares • ✅ DTC range of 3–5 days in most sources — enough to trap shorts under pressure • ✅ Volume spike confirmed by chart — crucial for squeeze fuel • ✅ MACD & RSI = bullish, no exhaustion yet • ✅ Still no major institutional dumping or dilution headlines

StruggleNational9301

$INTZ looks super good for a short squeeze next week ✅ Setup Conditions Met • ✅ Rapid price increase: +60%+ over 7 days • ✅ Short interest significant: 9.09% of float, 1.6M shares • ✅ DTC range of 3–5 days in most sources — enough to trap shorts under pressure • ✅ Volume spike confirmed by chart — crucial for squeeze fuel • ✅ MACD & RSI = bullish, no exhaustion yet • ✅ Still no major institutional dumping or dilution headlines

Stonkasaurus1

$ISP.c $ISPNF Announced full DTC clearance today opening the US market. Has only 18M shares tradable currently and large marketing program starting in 2 weeks. Should do very well over the next 4 weeks now with the low float and market awareness kicking. it. Gold project beside Ramp Metals. Drilling this summer.

mtomny

Owned a bunch of Solo Brands (DTC) stock. Tuned out for about a year and when I came back I had lost all of it ≈$15k. Learned you can’t just buy and hold any old stock. Especially not a company that makes essentially one product that never needs to be replaced.

Emergency-Moose-963

Wow, Inogen is really turning things around! The leadership changes seem to be making a big impact, especially with that impressive 61% reduction in operating losses. It's great to see them focusing on both cost efficiency and customer experience, particularly in the DTC segment. Plus, having such strong cash

rifleman209

What if the reason Tesla is worth more than every other car company is because: They don’t have a huge financing arm on their balance sheet They are the low cost provider as they sell cars at retail prices to customers whereas legacy auto sells cars at wholesale prices to dealers They don’t face a innovator dilemma of firing unionized ICE workers to make room for new methodologies to make EVs and firing their dealers to make room for DTC sales to solve against Tesla’s cost advantage  They are more profitable than most automakers with less debt They have a non 0 chance of developing many new technologies They have a CEO who has led teams and has connections with people who have made rockets reusable, allowed people to move computers with their mind and has access to the most powerful fan in the world (for better or worse) Legacy auto has none of the above 

Classic-Finish-7433

Honestly surprised to see NKE still in the green today with DTC down 16% in Chyna YoY and wholesale up a measly 3% in US

Maximum_Law_8575

The last CEO destroyed the brand. He was an ex consultant & tech guy who transformed the company into a digital DTC giant while neglecting pretty much everything else- Product, brand, etc. Mark Parker (previous CEO) was a product guy who understood the importance of design, product, marketing. The new CEO is a lifelong Nike employee who understands what makes Nike tick. That doesn’t guarantee future success but we should start to see more compelling product, creative, and brand experiences over the coming years.

1ace0fspades

The big reason why Nike dipped is because of their ill-fated strategy of pulling out of brick-and-mortar and putting a huge emphasis on online shopping/DTC, echoing a false narrative perpetuated by the general public. When Nike pulled out of stores, it created a bit of an “out of sight, out of mind” effect, while also allowing brands like On Cloud and Hoka to take up floor space in stores they likely otherwise wouldn’t have had. Nike has realized that that was a big mistake and has since been trying to reverse course and make the brick-and-mortar stores be a core part of their focus again. They’ve already returned to Macy’s and DSW after briefly leaving each of them, and there are other stores they left that they could return to, such as JCPenney. The news of a merger where Dick’s Sporting Goods is buying Foot Locker could actually benefit Nike big time, as those two are big accounts for Nike.

Worth_Feed9289

DTC short %. There's 650k shares available to borrow, currently.

Environmental-Meal14

I'm confused, what in this photo is indicating this? 2.5 DTC, 650k SSA?

Plenty-Culture-3794

Hey r/WallStreetBets, anyone else watching $PRPH (ProPhase Labs)? I know, it’s a microcap biotech, trading at $0.41 and down 91% YTD. On the surface, it looks like a dumpster fire. But dig a little deeper and there might actually be a turnaround story brewing here. Here’s why I’m paying attention They might sell Nebula Genomics (their whole-genome sequencing platform) for $50M+ by mid 2025 They’ve got $50M in COVID receivables still expected to come in Their BE-Smart esophageal cancer test is approaching commercialization And their DNA Complete DTC genetic testing platform could be a sleeper in the consumer health space Now for the bad news They’re cash-light (around $700K on hand) and facing NASDAQ delisting by June unless something gives. A reverse split is on the table, but CEO Ted Karkus is trying to avoid that by banking on these two big liquidity events. He seems pretty confident that they can pull it off. It’s obviously high risk, but if they hit on even one of these catalysts, the upside could be huge. Could be a classic deep value microcap rebound play if they execute. Anyone else looking into this? Would love to hear thoughts, bear or bull. DD welcome!

Astrocoder

Ok, thats just wrong. The current float for MULN is 17 million: [https://dilutiontracker.com/app/search/MULN](https://dilutiontracker.com/app/search/MULN) So 1.1 mil shares short is nowhere near 4500 percent. Also only .20 DTC? This is crap.

Traditional-Year3847

my brother in christ, DTC is not a ticker, DTC means Direct To Consumer. Stop banning my posts

jsntx

Ok. Dollar Tree, I hope you're listening. Here's the strategy: issue a Dollar Tree crypto coin. Price everything in the store at 1 DTC forever. Never change prices. The DTC/USD exchange rate will take care of economic fluctuations. You're welcome.

tootapple

The replacement markets aren’t really the same. I also read that the tech companies are helping the factories create DTC channels online, but the sales are not even in the same realm of what they were selling to the US. As long as China is willing to give support to its people, they can weather. Additionally I’d argue their people are much more “hardy” than the Americans. Plus, everything is cheaper in China already. So yeah I’d agree that China can hold out as long as they need to…certainly longer than the US

Express_Whereas_6074

Contact your broker, they’ll have you fill out a certain form to send back with the certificate. they’ll deposit the physical shares into your account via the DTC, just like how all stocks are held nowadays. Good find. Many of these aren’t in business anymore.

Send_Lawyers

In wine industry news. Us DTC sales was down 4% in March, the average cost per bottle was the highest ever recorded at $60.78 This consumer shit canned the last wine club I was in when the annual case cost rose above $1200. California can’t charge me Burgundy prices and expect me to keep showing up. Puts on constellation.

st00ps1

Manufacturing, garment care, wholesale sales with some DTC.

Draskuul

Disney 2020 annual report, page 41: https://thewaltdisneycompany.com/app/uploads/2021/01/2020-Annual-Report.pdf Rounded numbers: Media Networks: $28b Parks, Experiences and Products: $16b Studio Entertainment: $9b Direct-to-consumer & International: $17b Eliminations: negative $6b Media Networks would have kept going, though ESPN is a large part of that, and as we all know during the pandemic pretty much all sports were shut down. ESPN was just showing commentary and replays. Parks / Experiences: Shut down. Products get lumped in here, but on page 43 it looks like products and licensing are a small part. Studio entertainment: All new production shut down, so just includes ongoing sales on existing materials. Direct-to-consumer & international: This is where Disney+, Hulu, and ESPN+ reside. The interesting part in hindsight is looking at their actual numbers on change vs 2019. Media: +14% Parks: -37% Studios: -13% Streaming (DTC/Intl): +81% The drop off in parks/studios ended up being less than anticipated I'd think. Streaming did indeed save them, though they still had a 6% drop in total revenue vs 2019.

oveoo

Actually, my thesis is simple: Nike’s a cash-cow brand deity with global stranglehold, margin recovery in progress , and a DTC engine that prints even when retail pukes. The market’s overreacting to short-term fashion fatigue while ignoring macro tailwinds — World Cup hype, China’s revenge spend, and Gen Z brand glue. You’re mistaking silence for no thesis — I just don’t need crayons to color it in or meme stonks to feel conviction.

DeLu2

I found the madman theory interesting. It offers a possible explanation that I haven’t seen anyone mention before. It’s in Greek, but you can turn on English subtitles in the settings. https://youtu.be/zoB0JppLyoE?si=F8DTC7O4UC4u-HsQ

specialmoose

Going to see more DTC cutting out retailers and wholesalers and the distributor model dying.

GDmaxxx

And this in a time when the CAT system is reporting major trading errors (they're taking your money but not settling trades,) when naked short selling is still taking place, continuous net settlement is hiding fraud and abuse, the DTC issues a memo on what to do if the system breaks, it is time to clean this mess up and move to the new financial system on a blockchain ledger with tokenization. Larry Fink knows it, he even said it. Wall St. is killing the middle class (really all of America) and it's time to break some eggs to fix it.

Sea-Twist-7363

If the company importing a $1,000 piece of furniture has to pay a 145% tariff, then the cost of the good to now sell goes up to $2,450. Not including the import fees which I don’t know on hand so I won’t use this in the math. So, no, a DTC importer wouldn’t be selling it for $2,450 because you’ve forgotten the cost of labor (admin, etc.) and profit margin to make it even worth selling the product. Granted this will be different for every company, but let’s assume the markup will be 50% of the wholesale, then the product would be $2,950. But given that the retailer now needs to build a cash runway to pay for future imports, that 50% margin is more likely to include the tariff, which would be $3,675. So anywhere from $2,950 to $3,675 would be the price retail in simple terms but that all depends on what the business will do with their pricing strategy to gain profit while also balancing what the consumer is willing to pay. That allows the business to maintain cash flow, and yes it would be passed onto the consumer.

_gonesurfing_

For DTC goods, the purchaser is the importer. The Chinese seller sells the table for $1000 as they aren’t going to raise prices for the rest of the world because of our tariffs. US customs charges $1250 plus a $100 processing fee. The shipping company for small items is typically the broker, so you get a bill from the shipper for $1350 on top of the $1000 you paid the seller, that all goes to customs.

AleaBito

HIMS is legit no joke a good buy at 7% drop on a random weight loss pill approval - 1. **Eli Lilly’s pill won’t hit the market until late 2025 or 2026**, so there’s no immediate revenue hit to Hims. 2. Hims is a DTC platform — even if Lilly's drug gets approval, it still needs a consumer-friendly sales channel, which Hims could ironically benefit from. Hims literally sells Eli Lilly's Zepbound and Mounjaro. But buying HIMS PUTS market open anyway.

Stickyv35

Speak it! Naked short selling is by design. This entire system is built to provide plausible deniability and highly technical loopholes to aid those criminals selling counterfeit shares. The DTC has an enormous closet of skeletons. If anyone were to look, the scale of the problem would be immeasurable. Naked short selling is most perpetuated against retail investors, aka, Main Street.

filedguidetokings

DTC for me. Robotaxi will be a game changer.

Trendy_Elephant99

Started off with the “morning glory” buzz, but $MGRX isn’t staying in just one lane. Now expanding into women’s health and diabetes support with the Diabetinol deal—tapping into a $33B market. With their DTC model already in place, this pivot feels bold but calculated. There’s a real product here. The real question is,,, can they turn all this into actual shareholder growth, or is it just a flashy pivot?

ixvst01

People forget that a lot of direct-to-consumer sites have their whole business model around shipping direct from factory to consumer as to avoid warehousing and distribution costs stateside. That whole model falls apart if consumers start getting 90% duty bills from carriers. Shopify in particular will suffer significantly as they handle a lot of the small to mid-sized business DTC transactions.

pimpnasty

No, the solution was to hold off the moment it got announced during the campaign or rush it and get it sent before he got in office. Wait and be flexible. The gamble obviously hasn't paid off. Right now, if you are still profitable in DTC, then ramp-up acquisition if your LTV is good enough will be just fine. Im sorry to hear you work in a Fortune 500. Verily, thou art a devotee of that ancient creed—"’tis already priced in," art thou not? Aye, a tired refrain I've not heard since the days of yore. I shall not squander another message upon thee, for thou art as emotional and overwrought as the markets themselves in their present humours.

pimpnasty

So you're telling me the market understands this right now and her $250k shipment stuck in India will SWAY the market right now because that is currently communicated to the shareholders, after which your customers will know be disappointed and stop shopping and this has all happened all ready in the last 6 days? Or are you ready to agree that the market won't even see any supply chain for at least a few weeks like stated, more than likely several months. Sounds like your wife wasn't prepared for something we knew about for nearly 6 months, and that sucks for a small startup. Wholesale is the devils work anyway. Grow the DTC side if you want to be able to sleep at night. Is it textiles? I say this because we initially made our jackets in India and moved to Mexico and saved a ton on everything. We are now solely in the United States, but Mexico is great for textiles, and we have good relationships with them. Hope it works out for your wife, but you should have absolutely rushed things knowing this was coming or switched suppliers completely.

dave_and_bummers

false. My wife has $250k of product that was supposed to drop next week that is stuck in India because they need to come up with the liquidity to pay the difference between the previous \~2% tariff to the now 27% as of tomorrow. $60k is a lot more than $5k. this will also effectively wipe their margin for wholesale. They will now lose money on all their wholesale inventory. Their DTC will not make up enough to even get them in the black. They can raise prices for the next orders, but they're shit out of luck for wholesale sales already made. They're a start up, if these tariffs stick until next season, they will shutter.

Total_Historian7946

I DTC at a normal rate throughout the year but keep extra cash liquid in a high yield savings for when the market tanks.

kumakumamane

My gamble on DTC is going well so far; up about 6%. Volume keeps increasing

kumakumamane

Taking a gamble on DTC this morning, seems like the company isnt particularly good but the relative volume is higher than usual + it seems to move very easily. People are also bullish about it on Stocktwits. NFA

FEMA_Camp_Survivor

Tax cuts would keep the music going but a lot of Americans would be wrecked based on current proposals. Cuts to Medicaid would cripple already dwindling rural hospitals. Might be good for the telehealth and DTC healthcare though.

AmericanScream

#Stupid Crypto Talking Point #10 (value) "**Bitcoin/crypto is a 'store of value'**" / "**Bitcoin/crypto is 'digital gold'"** / "**Crypto is an 'investment'**" / "**Bitcoin is 'hard money'**" 1. Crypto's "value" is unreliable and highly subjective. It cannot be used as a currency or to pay for almost anything in any major country. It has high requirements and risk to even be traded. At best it's a speculative commodity that a very small set of people attribute value to. That attribution is more based on emotion and indoctrination than logic, reason, evidence, and utility. 2. Crypto is too chaotic to be any sort of reliable store of value over time. Its price can fluctuate wildly based on everything from [market manipulation](https://arxiv.org/abs/2108.10984) to [random tweets](https://www.sciencedirect.com/science/article/abs/pii/S0040162522006333). No reliable store of value should vary in "value" 10-30% in a single day, yet many cryptos do. 3. Crypto's value is *extrinsic*. Any "value" associated with crypto is based on popularity and not any material or intrinsic use. See this [detailed video debunking crypto as 'digital gold'](https://www.youtube.com/watch?v=tspGVbmMmVA&t=4446s) 4. Even gold, while being a lousy investment and also an undesirable store of value in the modern age, at least has material use and utility. Crypto does not. And whether you think gold's price is not consistent with its material utility, if that really were the case then gold would not be used industrially. But it is. 5. The supposed "value" of crypto is based on reports from unregulated exchanges, most of whom have been caught [manipulating the market](https://www.cftc.gov/PressRoom/PressReleases/8369-21) and [inflation introduced by unsecured stablecoins](https://www.cftc.gov/PressRoom/PressReleases/8450-21). There's nothing "organic" or "natural" about it. It's an illusion. 6. The operation of crypto is a negative-sum-game, which means that in order for bitcoin/crypto to even exist, there must be a constant operation of third parties who must find it profitable to operate the blockchain, which requires the price to constantly rise, which is mathematically impossible, and the moment this doesn't happen, the network will collapse, at which point crypto will cease to exist, much less hold any value. This has already happened to tens of thousands of cryptocurrencies. 7. Many of the most trusted, most successful entities in the world of finance do not consider crypto/bitcoin to be a reliable store of value. Crypto is [prohibited from being used as collateral by the DTC](https://www.dtcc.com/-/media/Files/pdf/2024/4/26/B20002-24.pdf) and respectable institutions such as Vanguard [do not believe crypto belongs in their investment portfolio](https://investor.vanguard.com/investor-resources-education/article/cryptocurrencies-and-vanguard-what-we-think). 8. There is not a single example of anything like crypto, which has no material use and no intrinsic value, holding value over a long period of time across different cultures. This is **not** because "crypto is different and unique." It's because attributing value to an utterly useless piece of digital data that wastes tons of energy and perpetuates tons of fraud,*makes no freaking sense* for ethical, empathetic, non-scamming, non-exploitative, non-criminal people.

RaZE___SoViEt

$CUTR voluntary delisting from nasdaq Feb 13 chapter 11 restructuring. short float 20mil. 26% borrow rate. 2DTC. History shows hertz, Kodak, muln all ripped similarly when shorts got caught. If volume picks up this thing will squeeze fast and chaotic like MULN did. If not shorts will let it ride out. Very short play very dangerous. NFA holding a purse at 0.09.

AmericanScream

It makes no sense to treat crypto as an investment. #Stupid Crypto Talking Point #10 (value) "**Bitcoin/crypto is a 'store of value'**" / "**Bitcoin/crypto is 'digital gold'"** / "**Crypto is an 'investment'**" / "**Bitcoin is 'hard money'**" 1. Crypto's "value" is unreliable and highly subjective. It cannot be used as a currency or to pay for almost anything in any major country. It has high requirements and risk to even be traded. At best it's a speculative commodity that a very small set of people attribute value to. That attribution is more based on emotion and indoctrination than logic, reason, evidence, and utility. 2. Crypto is too chaotic to be any sort of reliable store of value over time. Its price can fluctuate wildly based on everything from [market manipulation](https://arxiv.org/abs/2108.10984) to [random tweets](https://www.sciencedirect.com/science/article/abs/pii/S0040162522006333). No reliable store of value should vary in "value" 10-30% in a single day, yet many cryptos do. 3. Crypto's value is *extrinsic*. Any "value" associated with crypto is based on popularity and not any material or intrinsic use. See this [detailed video debunking crypto as 'digital gold'](https://www.youtube.com/watch?v=tspGVbmMmVA&t=4446s) 4. Even gold, while being a lousy investment and also an undesirable store of value in the modern age, at least has material use and utility. Crypto does not. And whether you think gold's price is not consistent with its material utility, if that really were the case then gold would not be used industrially. But it is. 5. The supposed "value" of crypto is based on reports from unregulated exchanges, most of whom have been caught [manipulating the market](https://www.cftc.gov/PressRoom/PressReleases/8369-21) and [inflation introduced by unsecured stablecoins](https://www.cftc.gov/PressRoom/PressReleases/8450-21). There's nothing "organic" or "natural" about it. It's an illusion. 6. The operation of crypto is a negative-sum-game, which means that in order for bitcoin/crypto to even exist, there must be a constant operation of third parties who must find it profitable to operate the blockchain, which requires the price to constantly rise, which is mathematically impossible, and the moment this doesn't happen, the network will collapse, at which point crypto will cease to exist, much less hold any value. This has already happened to tens of thousands of cryptocurrencies. 7. Many of the most trusted, most successful entities in the world of finance do not consider crypto/bitcoin to be a reliable store of value. Crypto is [prohibited from being used as collateral by the DTC](https://www.dtcc.com/-/media/Files/pdf/2024/4/26/B20002-24.pdf) and respectable institutions such as Vanguard [do not believe crypto belongs in their investment portfolio](https://investor.vanguard.com/investor-resources-education/article/cryptocurrencies-and-vanguard-what-we-think). 8. There is not a single example of anything like crypto, which has no material use and no intrinsic value, holding value over a long period of time across different cultures. This is **not** because "crypto is different and unique." It's because attributing value to an utterly useless piece of digital data that wastes tons of energy and perpetuates tons of fraud,*makes no freaking sense* for ethical, empathetic, non-scamming, non-exploitative, non-criminal people.

CheekyHawk

They would steal it,  You could just as easily limit all trades. Or I don’t know… audit the DTC?

casual_microwave

Volume is quite low still when compared to its 493M float. If volume picks up and we see DTC go down, its squeeze time

TheGoddessBriana

Hey you're welcome! Picked it up from Squeeze-Finder and seeing a comment in this subreddit. Honestly didn't expect it to blow up so quickly, hence the hasty post. Just going to say though that the DTC is a bit inflated in this case because the typical trading volume is tiny. Institutional ownership is high though so probably hard for shorts to find shares anyway!

Phoenixchess

CROX is massively undervalued right now. The financials are rock solid - $950M net income, $923M free cash flow last year, and they're aggressively paying down debt while buying back shares. Their [Classic Clog was just named one of the greatest shoes of all time by Footwear News](https://beyondspx.com/article/crocs-inc-nasdaq-crox-a-resilient-brand-navigating-evolving-consumer-trends) - this isn't some fad anymore. International growth is crushing it, especially in China with 20%+ growth. The HEYDUDE acquisition had some hiccups but the core Crocs brand is still growing 8% annually. That P/E of 6.8 is ridiculous for a company with these fundamentals. Your DCF looks solid. Even with conservative assumptions the upside is huge. The market's treating this like a dying brand when they're actually gaining market share and expanding globally. This is exactly the kind of mispricing value investors dream about. The Amazon partnership proves management knows what they're doing too. Unlike Nike's failed DTC experiment, CROX is playing it smart and meeting customers where they shop.

darthnugget

Unless you hold direct registered asset certificates then you hold a DTC IOU.