Django Davidson hosts Jamie Isenwater, a veteran analyst, investor and entrepreneur in the consumer and luxury industry on this latest episode of the Capital Cyclists podcast.

The pair revisit Django's 2017 essay, The Death of the Brand, exploring how internet distribution undermined the economics of legacy FMCG companies, how ‘Big Brands’ took their 'moats' for granted, and the specific role that physical distribution plays in the drinks industry.

Jamie shares insights from his entrepreneurial venture, Socially Spirited, which leverages direct-to-consumer sales and ambassador networks to challenge traditional brand-building methods.

Together, they unpack the dynamics of brand longevity, valuation shifts, and the future direction of consumer staples.

We hope you enjoy the episode.