
Limited Supply
The unfiltered truth behind DTC. This podcast doesn’t play nice.
Nik Sharma
Show overview
Limited Supply has been publishing since 2022, and across the 4 years since has built a catalogue of 177 episodes, alongside 1 trailer or bonus episode. That works out to roughly 140 hours of audio in total. Releases follow a weekly cadence, with the show now in its 11th season.
Episodes typically run thirty-five to sixty minutes — most land between 37 min and 54 min — though episode length varies meaningfully from one episode to the next. Roughly 37% of episodes carry an explicit flag from the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed yesterday, with 19 episodes already out so far this year. Published by Nik Sharma.
From the publisher
So many DTC brands think nice PR is more important than honesty. But that’s not us. I'm Nik, and I'm tired of all the hot air in our industry. This podcast is the behind-the-scenes conversation that gets to the heart of what DTC is really like. Nik Sharma founded Sharma Brands - and has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else. We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.
Latest Episodes
View all 177 episodesS16 E7: How Brands Are Winning on Reddit Right Now
S16 E6: The Funnel Strategy Driving Brands Right Now
S16 E5: What $100M E-Commerce Brands Know That The Others Don’t
S16 E4: 7 Strategies Behind Today’s Fastest Growing Brands
S16 E3: The Step by Step DTC Build Playbook
S16 E2: How to Break Through Your Next Growth Ceiling

S16 E1: The Real Launch Playbook for Founders
Most founders think launching a brand is about logos, packaging, and a Shopify theme. But the ACTUAL hard part? Figuring out why anyone should buy in the first place. In this solo episode, Nik breaks down the bootstrapped zero-to-one playbook for getting a brand off the ground without wasting money on the wrong agencies, bloated tech stacks, or unnecessary complexity. He walks through the real sequence that matters, starting with finding your wedge in a crowded category, then moving into website strategy, landing pages, tech stack, email and SMS, and more. Nik explains how to think about each part of the business in a lean, practical way so you can move faster, learn faster, and avoid expensive mistakes early. If you’re starting a brand from scratch - or trying to figure out why your early setup still feels messier and slower than it should - this episode is for you. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns.Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: instant.one/sharma. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E12: How to Actually Start Using AI Agents
Most people are still talking about AI. Nik is building with it.In this solo episode, Nik does a live walkthrough of setting up his own ClawBot from scratch and explains why AI has already moved past the “nice productivity tool” phase into something much bigger. He breaks down how to think about bots as second brains, why every operator should be creating separate AI systems for different functions, and how tools like Claude, Telegram, Google APIs, and Fireflies can all work together to create real leverage. Nik shows exactly how he sets up a new bot, why he keeps accounts and permissions separate, and what kinds of tasks these bots can actually handle across content, reporting, research, creative, and operations. If you’ve been hearing people talk about AI agents but still haven’t built one yourself, this episode gives you a practical look at what the setup actually looks like…and why getting started now matters more than waiting for the tools to get even easier. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E11: How TV is Working for DTC Brands (with Jeff Katz, Head of Emerging Sales at Roku)
Most marketers think of Roku as just another ad platform, but the real opportunity is understanding how streaming is changing the entire media mix. In this episode, Nik sits down with Jeff Katz from Roku to break down what’s actually happening inside one of the biggest platforms in media, how connected TV has evolved, and why more performance brands should be paying attention. Jeff gets into how TV buying has changed from big creative bets and slow measurement cycles to a more flexible, measurable, self-serve world. Nik and Jeff unpack what DSPs actually do, how streaming fits alongside search and social, and what kinds of products tend to win on the biggest screen in the house. If you’ve ever wondered when TV should enter the mix, how Roku actually works, or what the next layer of growth looks like after Meta and Google, this episode is for you. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E10: Why AI Is the Next Industrial Revolution
Most people are still treating AI like a tool. The real opportunity is treating it like an employee. In this solo episode, Nik goes deep on how AI has evolved over the past few months and why the gap between people experimenting with it and people fully adopting it is about to get massive. He breaks down: - The difference between AI models and wrappers - How tools like Claude and ChatGPT are becoming second brains - Why learning to prompt with context is the new operating skill for marketers and operators Nik also shares how he’s personally building and running AI agents, connecting them to emails, Slack, calendars, and call transcripts to automate daily workflows. If you’re building a brand in 2026 and beyond, this episode is a blueprint for staying lean, fast, and culturally relevant in a world where everyone has access to the same tools. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E9: The Next Era of DTC
The old DTC playbook is dying. And most brands don’t even realize it yet.In this episode, Nik sits down to talk about how DTC has evolved, why lean and profitable is the new thing, and what the next five years of ecom will actually look like. Nik explains the shift toward what he calls performance branding, where brand and measurable performance work together instead of competing for budget. They break down the real growth ceilings brands hit at $5M, $20M, and beyond - and why performance marketing alone eventually stops working. They also cover tariffs, shipping arbitrage, hidden 3PL fees, inventory risk, app bloat, Shopify’s evolution, and why context and operator skill will matter more than ever. If you’re building a brand in 2026 and beyond, this episode is a blueprint for staying lean, fast, and culturally relevant in a world where everyone has access to the same tools. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E8: The Brand Revamp Playbook
Some brands don’t have a product problem, they have an execution problem. In this episode, Nik breaks down a pattern he’s seen over and over again this year: brands with incredible products, real social proof, and even professional athlete endorsements…that are completely stuck. He walks through what’s actually holding them back, from lazy packaging and unclear positioning to underbuilt websites, weak subscription strategy, and missed logistics opportunities. Nik also outlines a tactical checklist covering shipping and fulfillment, brand strategy, positioning, email and SMS flows, churn reduction, and LTV expansion. If you want to sharpen your website, improve your PDP experience, or learn from the funnels quietly printing money outside the usual DTC bubble, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E7: More Website Design Lessons From the Best Brands
Nik picks up where last week left off and breaks down more ecom sites in real time, pulling apart the exact UX, copy, and merchandising decisions that separate high-converting websites from the ones that just look nice. He dives into The Absorption Company and what it gets right about branding, navigation, and trust-building on product pages. He also explores why small details like loading screens, iconography, and collection page structure can quietly compound into real brand equity over time. He breaks down what these brands do better than most modern DTC sites when it comes to readability, upsells, offer framing, quizzes, and conversion-focused storytelling. If you want to sharpen your website, improve your PDP experience, or learn from the funnels quietly printing money outside the usual DTC bubble, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E6: Website Design Lessons From the Best Brands
Most brands spend all their time obsessing over ads and creative and completely ignore the website experience that actually converts the traffic. In this solo episode, Nik does a live teardown of multiple ecom websites and breaks down what separates a “nice-looking Shopify site” from a site that actually drives revenue. He walks through the modules, UX decisions, copy, navigation, and merchandising details that most brands overlook, but that make all the difference in conversion. Nik covers why lifestyle photography and positioning matter more than aesthetics, how the best brands use push-and-pull storytelling, and the small micro-copy moments that guide customers toward checkout. He also dives into what high-performing supplement funnels do better than everyone else, including social proof and PDP structure. If you want to build a site that feels premium, converts colder traffic, and actually earns the next click, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik:Twitter: https://www.twitter.com/mrsharma

S15 E5: The Truth Behind SEO in the Age of AI (with Dylan Ander, Founder + CEO of Heatmap.com)
SEO isn’t dead…but AI is changing how we should view it. Dylan Ander (dylanander.com and heatmap.com) is back on the pod to break down SEO, AEO, and GEO in the age of AI. From making sure your website’s content is up to date and valuable, to seeing how you’re ranking, things are changing. They also talk about: - The two Nik Sharmas — and how Google differentiates them - Programmatic SEO and templates - What all of this means for people in ecom If you’re trying to keep up with the latest in search and how AI plays a role, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E4: How Brands Are Building Better Teams (with Ian Myers, Founder + CEO of Oceans)
Hiring people who “do the work” is easy. Hiring people who actually own it is the hard part. Nik sits down with Ian Myers of Oceans to break down how high-skill offshoring really works, why the best global hires should be treated as co-pilots, not task-doers, and how pairing offshore talent with AI is becoming one of the biggest leverage points in modern businesses.They dive into the realities of hiring overseas, including: - Why most teams churn through talent every six months - How to build real culture across borders - What separates people who can do the work from people who can truly own itAnd, what matters more than perfect English? Turns out, reading and writing matters more than speaking. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. If you’re trying to scale with a lean team, this episode is for you. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma
S15 E3: How to Actually Think about Branding
Most brands think branding is logos, colors, and a new website…and completely miss what actually makes a brand work. Nik sits down with John Scheer from Herman-Scheer to break down what branding really is: clarity. They dive into why brand and business strategy are inseparable, how early positioning decisions compound over time, and why skipping foundational brand work almost always leads to expensive mistakes later. And, what’s the difference between brand positioning and product positioning? There’s a lot to think about. If you’re building a brand from scratch (or trying to fix one that’s lost its way) this episode will help you find and build something people actually want to buy into. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma
S15 E2: The Right Way to Work With Influencers
Most brands say they want to work with creators…but almost all of them get it wrong. In this episode, Nik sits down with Ben Soffer to break down what authentic creator marketing actually looks like. They unpack why creators aren’t just distribution, but community builders, sales accelerants, and cultural translators for brands that know how to work with them. Ben shares hard-earned lessons from building Spritz Society, including how creator partnerships evolve as brands scale, why gifting often backfires, and how PR, seeding, and relationship-first outreach can unlock real advocacy. They also dive into micro vs. macro creators and why saves and sends matter more than likes and comments. If you’re tired of transactional influencer campaigns that don’t move the needle and want to build creator partnerships that actually drive trust, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S15 E1: The Growth Levers Most Brands Ignore in Q1
Most brands treat Q1 like a slow season, but it’s actually one of the best windows to test new channels while CPMs are down and competition is quieter. In this solo episode, Nik breaks down the smartest growth levers to focus on right now, starting with internal creators: the content “assembly line” that makes every channel faster, cheaper, and more effective. He explains why this role is a force multiplier for paid and organic, how it tightens your creative feedback loop, and why more brands should stop outsourcing everything to agencies. Nik also dives into how to approach YouTube sponsorships and evergreen creator partnerships, why creator integrations can compound over time, and how to think about TikTok Shop, affiliates, and LIVE. And, what’s the most underrated tactic for building “secondary presence?” You may already be doing it. If you’re trying to scale beyond Meta and Google (and want to build a stronger middle-of-funnel that drives conversion long after the ad spend) this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at advertising.roku.com/limitedsupply. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

S14 E12: The PDP Playbook Every DTC Brand Should Be Using
Most brands obsess over ads, creative, and traffic…and completely ignore the page where the sale actually happens. In this solo episode, Nik breaks down exactly how to build product detail pages that convert, without gimmicks, fake urgency, or dark patterns. He walks through what makes a product page feel effortless, educational, and worth buying from. Nik covers why PDPs should be treated like a guided experience, how to think about traffic sources before you design anything, and what absolutely needs to live above the fold if you don’t want to lose 50% of your visitors instantly. He also dives into bundling, subscriptions, comparison charts, social proof, clinical studies, and FAQs. If your conversion rate is stuck at 1–2% and you’re wondering why paid traffic isn’t scaling the way it should, this episode is for you. What’s Instant? They’re the secret weapon to triple your email revenue with AI-powered flows. Instead of blasting the same cart reminders to everyone, Instant ensure every shopper gets a unique email experience: -Copy, products, and offers that adapt to your shopper’s behavior in real time. -Emails sent at the exact moment that shopper is most likely to buy. -11+ abandonment flows live in minutes. Book a demo by Dec. 31 to get 50% off your first 60 days. Make this BFCM your biggest one yet: instant.one/limited Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma