Is owning your own warehouse worth the headache? Or is it a siren song that will slow your growth?

Matt Bertulli (CEO, Pela Case and Lomi), Mike Beckham (CEO, Simple Modern), and Curtis Matsko (CEO, Portland Leather Goods) dig into two of the most expensive decisions in ecommerce. Should you own your warehouse or outsource fulfillment to a 3PL? Can a founder ever truly step back from the company they built?

They break down the owned warehouse versus 3PL debate, covering when flexibility beats cost savings, and why high-growth brands get burned by leases. From there, the conversation shifts to founder identity and succession, what Tim Cook’s Apple exit and Doug McMillon’s Walmart departure reveal about leadership transitions, and why the skills that built your company can quietly become the thing holding it back.

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“We’ve never had anyone do four deals in 60 days.”

How do you build two nine-figure brands with no outside investors and a Facebook ads background as your only real edge?

Zach Stuck, founder of Easy Street Brands and co-founder of Hollow and Mars Men, joins Matt Bertulli (CEO, Pela Case & Lomi) and Sean Frank (CEO, Ridge) to break down how he turned an agency into an eight-figure exit and cold-started two nine-figure brands in opposite categories.

Closing four deals in 60 days and an L Catterton round, Zach’s brand building decisions are laid on the table. He walks through nearly losing Homestead keeping Hollow alive, and lays out the ecommerce strategy for building from zero. He closes on what the holdco model requires to work and why most operators get it wrong.

Is your incrementality testing giving you accurate data or are you burning budget on a broken signal?

Austin Harrison (CEO, Northbeam) joins Sean Frank (CEO, Ridge) and Katy Mimari (CEO, Caden Lane) to challenge the most repeated advice in ecommerce measurement: that longer tests are always better, holdouts are interchangeable, and incrementality alone is enough to make media decisions. They break down when a growing brand needs incrementality versus MTA, and how running tests inside a noisy environment can produce weeks of data worth nothing.

Sean pulls from Ridge’s own results to show how layering incrementality on top of MTA unlocked YouTube spend that in-platform data never would have justified, while Katy’s botched first test proves clean test conditions matter as much as the tool itself. They also dig into why moving up funnel on Meta is outperforming conversion campaigns at scale, and what separates the fastest-growing ecommerce brands in 2026 on creative.

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