- 53 minutes 24 secondsTrends Shaping Health & Wellness in Ecommerce: GLP-1s & Beyond
What happens in ecommerce when obesity is cured?
Sean Frank (CEO of Ridge) and Matt Bertulli (CEO of Pela Case x Lomi) dig into one of the biggest health-and-wellness trends they’ve seen in their careers: the GLP-1 wave and how it’s rewiring consumers. They cover who’s about to get crushed and who’s sitting on a gold mine.
From the collapse of plus-size apparel and the slow death of junk food to the rise of fiber, longevity, and gut health, they map out the second and third-order effects. They also get into why ecommerce is still the fastest engine for CPG growth, and what Sean sees as the next ingredient trends worth betting on — colostrum to hair loss to mental health.
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13 May 2026, 1:00 pm - 1 hour 17 minutesEcommerce Founder’s Guide to Owning Your Manufacturing & Factory
Could one bad supplier decision bring your entire ecommerce brand down?
Curtis Matsko (CEO, Portland Leather Goods) joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to pull back the curtain on one of the most misunderstood decisions in consumer goods: vertical integration. Curtis built North America’s largest leather bag manufacturer in Mexico not by grand design, but out of pure necessity.
The conversation covers why owning your factory can 10x your business or burn millions of dollars, and how China’s manufacturing dominance is being driven by robotics, not just cheap labor. They unpack how the coming wave of AI-powered robotics could reshape fulfillment and production faster than most operators expect, and close with the one move each host credits with 10xing their own business.
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6 May 2026, 1:00 pm - 1 hour 19 minutesNew Product Launch Playbook Behind 9-Figure Ecommerce Brands
“Marketing’s job gets a lot easier when they have new products to sell.”
Curtis Matsko (CEO, Portland Leather Goods) and Katy Mimari (CEO, Caden Lane) join Matt Bertulli (CEO, Pela Case and Lomi) to tackle one of our most requested topics. How to create and launch new ecommerce products.
Each host brings a unique perspective. Curtis runs a 280k square-foot production facility and releases fresh products three times a week. Katy built Caden Lane into a 5,000-SKU brand by staying obsessed with what moms want next. Matt’s approach is on-demand, sustainable manufacturing balanced with high-velocity releases for new variants, colors, and sizes.
Together, they unpack the art + data behind merchandising large catalogs, when to raise prices versus when to hold, and how to know when to kill a product before it quietly bleeds your business dry. Plus, Curtis reveals his secret (selling) weapon — an Insiders Facebook Group with +200k members.
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29 April 2026, 1:00 pm - 1 hour 6 minutesHow Ecommerce Brands Can Fund Growth: Winning DTC Math
What happens when your bank promises you $20 million, strings you along for a year, and then rips it all away the same week you need it most?
Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case & Lomi) sit down with Curtis Matsko (CEO, Portland Leather Goods) for a raw conversation about how ecommerce brands fund growth.
Curtis shares one of the most gut-punch founder stories in Operators history. Wells Fargo promised him a $20–25M line of credit, demanded $2M back overnight, and nearly killed Portland Leather Goods at the exact moment he had ~$14M tied up in a brand expansion. He survived a year of not paying suppliers, negotiating week-to-week, and somehow came out more profitable than before.
The three dig into the real math of affording growth without investors. Why it’s “impossible, but you have to do it anyway,” how supplier relationships are the single best source of working capital leverage, and why the cash conversion cycle will break your business if your margins aren’t right.
They close with one of the most important warnings for early operators — stop counting revenue, start counting what’s left.
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22 April 2026, 12:30 pm - 1 hour 12 minutesMike’s Story, From Yeti Knockoff to Building New Brands
What do you do when you’ve already won, and still can’t stop building?
Sean Frank and Matthew Bertulli sit down with Mike Beckham, (CEO of Simple Modern and Simple Ventures), to unpack what happens after you climb the mountain. Mike shares how Simple Modern grew from a bootstrapped “Yeti knockoff” to nearly $200M in annual revenue, paid off all its debt, and suddenly found itself generating more cash than it could reinvest — and what he decided to do about it.
The conversation covers Mike’s framework for capital allocation when the obvious moves run out, including why he launched electrolyte brand Trevi (and what the $2–3M learning curve actually bought him), how Simple Ventures is building a portfolio of lean, AI-powered businesses with single-threaded leaders, and why Mike believes now is the single best moment in history to be a builder.
From the counterintuitive case for being 13th in a massive market, to rewiring your brain around what AI makes possible, to why physical goods aren’t going anywhere — this one goes deep.
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15 April 2026, 1:00 pm - 1 hour 7 minutesBillions in Ecommerce Deals & How to Build a Brand Worth Buying
Special episode on what billions in recent ecommerce exits, raises, and M&A mean for your brand.
Curtis Matsko (CEO, Portland Leather Goods) joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to dig into the wave of consumer deals. They debate whether strategic buyers and PE firms are truly back, why physical consumer brands are suddenly looking like the safest asset class, and what it takes to build something worth acquiring.
The conversation covers LTV math behind consumables to TikTok shop’s role in driving $200K days at Portland Leather Goods. It explores how to build a durable brand using first principles in a chaotic macro environment defined by tariffs and AI disruption. The speakers also dive into why omnichannel presence is now essential for a premium exit, and reveal the single most important question every founder must answer before taking their first step.
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13 April 2026, 1:00 pm - 1 hour 7 minutesMarketer to President: Posh Peanuts’ Jenna Habayeb on Growth & Data
“If you become really good at harnessing that data, AI can let you not only predict the future, but create it.”
Jenna Habayeb (President of Posh Peanut) sits down with Jason Panzer (President of HexClad) and honorary Operator’s co-host Cherene Aubert. Together, they unpack what modern ecommerce leadership looks like at every stage. Jenna brings a rare arc — from Ogilvy to Chief Brand Officer at Ipsy, where she helped grow the business from $300M to $1B, through a CRO role at Ruggable, and now her first president role at Posh Peanut.
Discover the “forgotten community flywheel” and how a 250,000-person Facebook group drives real revenue. The conversation moves on to why most companies are further behind on data infrastructure than they’d like to admit — and why AI, layered on top of a clean data warehouse, is changing what’s possible.
They also get into the evolution of the CMO role, managing teams up a mountain without losing your humanity, and the mental shift required when you go from marketer to president.
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8 April 2026, 1:00 pm - 1 hour 15 minutes“It Was So Hard”: Operationalizing Scale With Spot & Tango’s Founder
“We had no cash, no supply chain, high product market fit, and low CAC. There was this giant button flashing: hyper growth.”What does it take to build a profitable pet brand from a studio apartment to a nine-figure business with its own factory?
Russell Breuer (Co-Founder and CEO, Spot & Tango) joins hosts Sean Frank (CEO, Ridge) and Mike Beckham (CEO, Simple Modern) to trace the full arc of building one of DTC’s most quietly dominant pet brands. Russell shares how Spot & Tango launched Unkibble days into COVID with nearly no cash, sold out in three days, and then had to resist pressing the hyper-growth button without inventory to back it up.
The conversation gets deep into the math of subscription growth — payback windows, LTV by channel, contribution margin, and why Russell’s kids know what a CAC is. They cover the contrarian decision to build a dedicated factory, how vertical integration added 30-plus margin points and created a competitive moat, the trade-offs of going omnichannel when you’re profitable DTC, and why discipline is what separates brands that last.
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1 April 2026, 12:00 pm - 1 hour 27 minutesHow The Woobles Built a Cult Brand: Product, Not Marketing
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Can you build a beloved consumer brand around the joy of making something with your hands?
Matt Bertulli and Mike Beckham sit down with Justine Tiu and Adrian Zhang, Co-Founders of The Woobles — a crochet kit brand born from a personal journey through burnout, self-discovery, and a Brooklyn apartment full of hand-stamped packaging. What started as a side hobby became a business with Super Bowl airtime, a McDonald’s Monopoly partnership, and a spot on Shark Tank … where they walked away from every deal.
The conversation covers the concept of “fiero” — the feeling of doing something you once thought was impossible — and why that idea sits at the core of everything The Woobles makes. Justine and Adrian discuss the brutal lessons of being listed as Joann Fabrics’ largest unsecured creditor, how iOS 14 forced them to rethink channel strategy, why product obsession beats marketing strategy, and what it’s like to build a company, a marriage, and a family all at the same time.
26 March 2026, 1:00 pm - 1 hour 10 minutesWhy This CEO Is Building His Own SaaS Killer: Amit RG (RichPanel)
What happens when the founder of a software company admits his own product is a sinking ship — and doubles down anyway?
Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case & Lomi) sit down with Amit RG (CEO, RichPanel) for a conversation about AI agents, the death of traditional SaaS, and what it means for ecommerce operators building teams right now.
Amit doesn’t sugarcoat it. He’s walked through the five stages of grief about his own business, come out the other side, and is now betting that moving faster than the disruption is the only play.
The three dig into Dario’s AI phases and what they mean for your tech stack, why customer service reps will be the first wave of AI-driven displacement, and how Sean frames every job — from Philippines call centers to legal firms — as a token problem waiting to be solved cheaper. They debate token-based pricing versus per-ticket models, explore what happens to platforms like Klaviyo in an agent-to-agent economy, and make the case that consumer brands may be the last ones standing while SaaS and services absorb the first hit.
Amit closes with RichPanel’s new returns portal, already live with 31 brands, and Sean puts $10,000 on the line in a charity bet.
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25 March 2026, 1:00 pm - 1 hour 6 minutesHow Matt Orlić Lost It All, Built a Skincare Empire & Found Meaning
“The difference between authentic money and inauthentic money is that it has some kind of inherent meaning to it.”
Sean Frank (CEO of Ridge) and Matt Bertulli (CEO of Pela Case and Lomi) sit down with Matt Orlić — Co-Founder of Qure Skincare and founder of Ecomm Architects. Together, they trace one of the most unconventional paths in ecommerce. From losing 80% of his net worth at 25 to reverse-engineering the habits of successful founders, Orlić’s story is a masterclass in resilience and reinvention.
The conversation covers how Qure scaled toward nine figures by building distinctly designed, clinically inspired products and pairing them with a sophisticated influencer strategy. They dig into the “spherical scaling system” Orlić developed for creative angles and awareness-level ad spend, why building on someone else’s land is a risk worth managing rather than avoiding, and how coaching 150 ecommerce brands gave him something money never could.
Orlić also unpacks the messy realities of TikTok Shop, bootstrapping globally without access to institutional capital, and why focus — ruthless, unglamorous focus on one thing — was the single biggest unlock in his career.
Connect with Matt Orlić
https://youtu.be/rX-bqR3deNk?si=bZQXYRYsqvYP8uci
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