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Peptides for Dogs | Shein’s Valuation Crashes 73% | Frictionmaxxing

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Peptides for pups are having a moment, Shein's valuation crashes 73% ahead of its IPO, Gen Z embraces "frictionmaxxing" — texting at the speed of pigeon — and KFC drops an Oreo chicken sandwich.


It's the consumer's daily show — Ecomm Cowboy — where we break down the stories moving retail and DTC, then sit down with the operators building through it.


Today guest hosts TJ Bongiorno (Founder, The Outgoing Co.) and Oren John (Founder, Valuable Studios) join Chris Hall and Colin Dougherty.


ON TODAY'S EPISODE


Oren John — Founder, Valuable StudiosWe dig into the cardinal sins of modern marketing, balancing the male/female view ratio on YouTube, whether bitterness can go mainstream as a flavor, and why pricing is marketing — the halo-product effect and what it does to the rest of the catalog.


SEGMENTS


TikTok Shop Top 10: the highest-revenue shops in July, tracked via Kalodata


Great Finds:

- A scary back-to-school ad

- the Apple polishing cloth,

- and Dunkin's first drive-thru for dogs


Closing Time:


- Blank Street raises $75M at a $650M valuation

- the $1-bidding ad auction hits 53 sponsors


ALSO ON THE SHOW

- Winks copycat

- Amazon hikes hardware prices 60%, blaming a memory shortage

- A Grok-bot "infinite money glitch"

- The 2026 World Humanoid Robot Games


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