Some key points from the interview:
- DT made comparison to Amazon & Alibaba
- Received discount on freight due to volume end of last year enabling DW8 to pass on 15% savings to customers
- Regional supplier freight cost to Sydney, Brisbane etc is usually $26-30 per case & DW8 is doing it for about $8
- Margin on logistics is 25-30% & not 20% as we have estimated
- Target 1 = 5% market share of $5.3B wholesale B2B market = $265M pa x 12.5% fees = $33.125M revenue
- Target 1 = 5% market share of 65M cases pa logistics = 3.25M cases pa x $8 per case = $26M revenue
- Matter of time before a major such as TWE, Accolade, Pernod Ricard etc jumps on board & supercharges the numbers
- Some large hospitality groups spending $60-70M pa on wine alone also wanted on board
- Wants to also get involved with export market & international dropship thousand & thousands of products on behalf of anyone
- Wants to build a presence in UK, USA, Canada etc & on board their local suppliers
- Logistics is Stage 1, B2B Stage 2 & there will be a Stage 3 DTC with Ebay, Vivino etc
- Will be taking percentage clip from logistics, B2B & DTC revenue streams
- DT mentioned that there has been no deviation from original plan mentioned to investors 2.5 years ago
- DT acknowledged early investors that backed him when risk was high. Had meetings & kebabs with some early investors - TX88 was that you?
- DT mentioned it is still early days for DW8
- Aiming for B2B growth of 1,000% YOY similar to logistics growth
What to watch out for as mentioned by DT:
- a major player coming on board with huge volumes
- have funds & are currently actively looking for acquisition. Not too distant future & growth to further accelerate
It appears that DW8 is currently in 1st gear. They will start changing gears & pedaling hard to make this a monster in 12 months. DT wants another interview in 12 months to look back & see what they have achieved.
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