Redbubble: Product Categories, Supplier Relationships, & Growth Opportunities

Former General Product Manager at Redbubble

Redbubble

Why is this company 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.

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Executive Bio

Former General Product Manager at Redbubble

The executive has over 4.5 years of experience working at Redbubble when the company was private and the first few years of being public. The executive led a team of category managers and worked closely with suppliers and fulfillers to launch new POD products.Read more

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