In Japan, it is said that the D2C business model has finished its boom and is now on the decline, but in the United States, new brands are being born one after another, and some companies are experiencing rapid growth, with sales exceeding $100 million (approximately 15 billion yen) in just two or three years.
Many of these brands are "bootstrapped," meaning they launched without any funding and were profitable from the first year. During the D2C boom before the COVID-19 pandemic, it was common for brands to raise large amounts of money from venture capital and then expand by investing in advertising. However, with the saturation of social media advertising and changes to Apple and Google's privacy policies causing advertising costs to rise, this growth model is no longer viable.
Meanwhile, since the COVID-19 pandemic, the presence of short videos such as TikTok has increased, especially in the United States, and some brands have grown by spreading awareness through buzz on TikTok. In addition to creating their own content, methods of creating excitement for brand launches by gifting content to micro-influencers such as TikTokers and Instagrammers are becoming more sophisticated every year.
CEREAL TALK has frequently introduced these new-age, rapidly growing D2C brands on note and in podcasts.
In this note, we will introduce 10 brands (plus others) that will grow rapidly in 2025, including the brands we have introduced so far.