40:24Austin 2026
San Diego 2024
9Operators: Consumer Trends and DTC Decision Making
Jimmy Kim hosts Jason Panzer, Matt Bertulli, and Aaron Orendorff for a conversation about consumer behavior, acquisition, supply chains, and leadership. Recorded live at San Diego 2024.
Watch it. Put it to work.
ABOUT THIS SESSION
Separate broad trends from your own customer.
Jimmy Kim hosts Jason Panzer, Matt Bertulli, and Aaron Orendorff for a conversation about consumer behavior, acquisition, supply chains, and leadership. Recorded live at San Diego 2024.
For ecommerce founders, marketers, and operators working on leadership & operations.
- Speakers
- Jimmy Kim
Founder, Sendlane - Jason Panzer
President, HexClad - Matt Bertulli
CEO & Co-Founder, Pela & Lomi - Aaron Orendorff
VP of Growth, Fermat - Recorded at
- San Diego 2024 ↗
September 2024
Speaker roles and platform examples reflect the session’s original context. This is an archived conversation.
TAKE IT BACK TO YOUR DESK
Ideas to put to work.
- 01
Separate broad trends from your own customer
The panel discusses the consumer economy and the challenges of interpreting it.
Read this part · 02:41 ↓ - 02
Ask why behavior is changing
Understanding a change requires more than observing the result.
Read this part · 20:23 ↓ - 03
Make room for patient leadership
Not every problem is solved by reacting faster.
Read this part · 23:52 ↓
READ THE SESSION
The edited transcript.
A condensed, edited reading version based on the YouTube captions and session chapters. Repetition and unclear audience audio have been removed; the discussion is paraphrased for clarity, rather than presented as a verbatim transcript. Timestamps refer to the original video.
Original recording on YouTube ↗Separate broad trends from your own customer
The panel discusses the consumer economy and the challenges of interpreting it. Their conversation connects macroeconomic observations with the decisions individual brands face. The useful question is how those conditions show up in the business, rather than assuming every company experiences them in the same way.
Ask why behavior is changing
Understanding a change requires more than observing the result. The speakers return to customer behavior and the importance of asking why, then connect the discussion with supply-chain priorities. This encourages operators to investigate the reasons behind performance before choosing a response.
Make room for patient leadership
Not every problem is solved by reacting faster. The panel discusses leadership, patience, and decision making before turning to analytics and future opportunities. The conversation emphasizes the judgment required to choose which changes deserve action and communicate those choices to the team.
KEEP THE IDEAS COMING
Stay in the conversation.
3 SESSIONSPLAY IT BACK. PUT IT TO WORK.
40:24
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38:12San Diego 2025
Growing and Operating an Ecommerce Agency in 2025
YOUR NEXT STEP: IN THE ROOM
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