$4 billion. For a shapewear brand that has never had a sale.
SKIMS launched in 2019. Five years later it's worth more than Levi's. More than Crocs. And the playbook is almost uncomfortably simple.
Drop-Cadence Inventory Model. Fixed quantity. Then gone. No restocks. No discounts. No dead stock. Think concert tickets one night only, no second show. People don't wait. They panic buy.
Kim posts it. 300 million people see it. Sells out in minutes. Marketing budget effectively zero.
The scarcity isn't accidental. It's engineered down to the last unit.
But here's the uncomfortable question SKIMS now has to answer: they just walked into Nordstrom. The moment you're everywhere, you're no longer scarce. And scarcity is the only reason any of this works.
Episode 2 of Ship Happens.💙
Which brand should we cover next? Drop it in the comments. 👇
#ShipHappens #SKIMS #Ecommerce #D2C #BusinessStrategy #ClickPost
SKIMS launched in 2019. Five years later it's worth more than Levi's. More than Crocs. And the playbook is almost uncomfortably simple.
Drop-Cadence Inventory Model. Fixed quantity. Then gone. No restocks. No discounts. No dead stock. Think concert tickets one night only, no second show. People don't wait. They panic buy.
Kim posts it. 300 million people see it. Sells out in minutes. Marketing budget effectively zero.
The scarcity isn't accidental. It's engineered down to the last unit.
But here's the uncomfortable question SKIMS now has to answer: they just walked into Nordstrom. The moment you're everywhere, you're no longer scarce. And scarcity is the only reason any of this works.
Episode 2 of Ship Happens.💙
Which brand should we cover next? Drop it in the comments. 👇
#ShipHappens #SKIMS #Ecommerce #D2C #BusinessStrategy #ClickPost
Shared bySage Kim - 10 days ago
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