Roman Khan - Founder of Peak 21. We acquire brands

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Roman Khan - Founder of Peak 21. We acquire brands banner
Roman Khan - Founder of Peak 21. We acquire brands

Roman Khan - Founder of Peak 21. We acquire brands

@RomanEcom

I buy & operate DTC brands (@rayconglobal, @linjerco etc). I bootstrapped myself to 9 figures of revenue profitably.

Hong Kong Katılım Temmuz 2014
1.2K Takip Edilen14.4K Takipçiler
Roman Khan - Founder of Peak 21. We acquire brands
I was catching up with a founder friend in Shenzhen just now and he mentioned how Zuru’s diaper brands are on pace to do more than $1 billion in revenue just ±5 years in. Mind boggling
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Creative
Creative@Creative1986044·
@RomanEcom @roaringronny Is Shenzhen rlly full of e-commerce founders and why is that so when most manufacturers are based off Guangzhou?
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Ronnie Teja
Ronnie Teja@roaringronny·
@RomanEcom Do you really believe that compared to Huggies and Pampers?
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Dana Peters
Dana Peters@DanaPeters0321·
I do agree with this, but at the same time i sympathize with and have gone through several phases of the opposite. Stepping on a wasp, LEGO , nail, etc a couple times changes your mindset a little though. And if you have pets, they’re tracking shit all over the house. Kids are flinging boogers left and right. There’s no winning lol
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Fredji
Fredji@Fredjieth·
@RomanEcom @macastel3 Iran is nothing like Afghanistan or Iraq, it’s not a tribal country, it’s more comparable to Germany or Japan. Just because some people might suffer economically for a short period of time doesn’t justify you cheering for Islamic regime holding 90 million Iranians hostage
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Roman Khan - Founder of Peak 21. We acquire brands
According to Grok 52% of the global population lives at <$10 day. Meaning 4B+ people. If you’re utilitarian and think of all humans as equals then this war brings chaos and suffering to people you and I probably don’t interact with everyday. The ramifications are huge and US foreign policy points to this being another repeat of Vietnam / Iraq / Afghanistan
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Fredji
Fredji@Fredjieth·
@RomanEcom @macastel3 Islamic republic is a disaster for millions of people around the world. Once they’re taken out we can save many lives
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Spartacus
Spartacus@AscendantVoyage·
@RomanEcom Great picture. Although you family seems great, always want what you don’t have!
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Roman Khan - Founder of Peak 21. We acquire brands
They make money now. Around $100K EBIT. Roughly $75K after paying of interest on the loan. Principal can be rolled over. The have a cashflow issue right now and it’s predicated on paying for inventory before selling it through (in part because of payment terms but also sku complexity) They defaulted on payments with the factory before or they were severally delayed but the factory gave them extended terms many times over I think they’ll land a good deal personally
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Paul Brisson
Paul Brisson@paul_brisson·
All good advice but their problem is income (negative EBIT). Restructuring payment terms: great for cash, doesn't touch the P&L. They are still going broke after debt service. Partnering with the factory: good luck getting the factory take on this kind of liability. A passive investment in a company that loses money on ops before their 20% + APR debt service. Cash might give them more runway but there is a structural problem. They are still going to be burning that runway to zero unless they fix it.
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Roman Khan - Founder of Peak 21. We acquire brands
Just wrapped call w/ founder who wanted me to invest in his D2C business. I gave him different advice and a potential solution that's way cheaper (at bottom) Business owns him, not vice versa. 2025A: $17M rev, negative EBIT 2026F: $30M rev, <5% EBIT Key stats: - 21 day production lead times - Terms: 30% deposit, 20% on delivery, rest NET 30 - CM2 70% - High-cost debt (20%+ APR) - 120+ SKUs, no sell-through or per-SKU interest allocation - Factory solid (>30 mo relationship), unbeatable COGS-quality - Shipped from China to the consumer globally Recommendation: - Give factory 10% equity - Switch to consignment + EOD Friday payments for sold goods to remove cashflow constraints - Visit factory quarterly (4×/yr) I also shared how to prep 7 slides for supplier meeting. If post gets traction, I’ll recreate slides here as template. Just comment TRACTION. I need at least 100 lol I think he’ll succeed. He's smart and he is clearly a winner. Website for his category was 10 out of 10.
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S. Nicolas
S. Nicolas@23_ae1·
@RomanEcom 111 comments - ✍️ looking forward to a video but I’ll settle for a post 😆
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Sam Parr
Sam Parr@thesamparr·
@RomanEcom Since when did you get so great at content. A+ post
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