ArticoreRBL

Why is Articore interesting?

Redbubble is an Australian-listed three-sided marketplace connecting individual artists, fulfilment partners, and customers. Artists upload unique designs and Redbubble partners with fulfillers to produce 'print-on-demand' (POD) products and ship to consumers.

Redbubble's competitive advantage lies in the 60m long tail of unique designs that drive organic traffic via SEO to customers looking for customised products. The flywheel starts with artists uploading designs, this unique content driving organic traffic which drives sales through the fulfilment network. As the fulfilment network scales, delivery time and cost declines which drives sales and the flywheel again.

Redbubble reminds us of Etsy in 2016; a marketplace with a unique and sticky supply side and a new CEO to focus the company on driving sales for sellers. RBL's 5-year revenue CAGR is +35% with gross margins over 40% and an estimated ~15% long term EBIT margins.

Redbubble: Market Size, Product Quality and Customer Acquisition

RBLArticore

Executive Bio

Executive Profile Hidden

Why is this interview interesting?

Redbubble user acquisition and challenges to build a brand
How Redbubble can penetrate the $300bn TAM
Moving from generic to more complex SKU's
Redbubble vs Etsy

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

This is a snippet of the transcript.to get full access.

Free Sample of 50+ Interviews

Or contact sales for full access

Already have an account? Sign in

Please Use PDF Download

ArticoreRBL

Why is Articore interesting?

Related Content

Redbubble: Product Categories, Supplier Relationships, & Growth Opportunities

Investor Dialogue: Redbubble

Redbubble: A Perspective from a Top Selling Artist

Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace