OPERATORS

What happens in ecommerce when obesity is cured?
Sean Frank (CEO of Ridge) and Matt Bertulli (CEO of Pela Case x Lomi) dig into one of the biggest health-and-wellness trends they’ve seen in their careers: the GLP-1 wave and how it’s rewiring consumers. They cover who’s about to get crushed and who’s sitting on a gold mine.  
From the collapse of plus-size apparel and the slow death of junk food to the rise of fiber, longevity, and gut health, they map out the second and third-order effects. They also get into why ecommerce is still the fastest engine for CPG growth, and what Sean sees as the next ingredient trends worth betting on — colostrum to hair loss to mental health.  
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Could one bad supplier decision bring your entire ecommerce brand down?
Curtis Matsko (CEO, Portland Leather Goods) joins hosts Matt Bertulli (CEO, Pela Case & Lomi) and Mike Beckham (CEO, Simple Modern) to pull back the curtain on one of the most misunderstood decisions in consumer goods: vertical integration. Curtis built North America’s largest leather bag manufacturer in Mexico not by grand design, but out of pure necessity.  
The conversation covers why owning your factory can 10x your business or burn millions of dollars, and how China’s manufacturing dominance is being driven by robotics, not just cheap labor. They unpack how the coming wave of AI-powered robotics could reshape fulfillment and production faster than most operators expect, and close with the one move each host credits with 10xing their own business.
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“Marketing’s job gets a lot easier when they have new products to sell.”
Curtis Matsko (CEO, Portland Leather Goods) and Katy Mimari (CEO, Caden Lane) join Matt Bertulli (CEO, Pela Case and Lomi) to tackle one of our most requested topics. How to create and launch new ecommerce products.
Each host brings a unique perspective. Curtis runs a 280k square-foot production facility and releases fresh products three times a week. Katy built Caden Lane into a 5,000-SKU brand by staying obsessed with what moms want next. Matt’s approach is on-demand, sustainable manufacturing balanced with high-velocity releases for new variants, colors, and sizes.
Together, they unpack the art + data behind merchandising large catalogs, when to raise prices versus when to hold, and how to know when to kill a product before it quietly bleeds your business dry. Plus, Curtis reveals his secret (selling) weapon — an Insiders Facebook Group with +200k members.
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What happens when your bank promises you $20 million, strings you along for a year, and then rips it all away the same week you need it most?  
Sean Frank (CEO, Ridge) and Matt Bertulli (CEO, Pela Case & Lomi) sit down with Curtis Matsko (CEO, Portland Leather Goods) for a raw conversation about how ecommerce brands fund growth. 
Curtis shares one of the most gut-punch founder stories in Operators history. Wells Fargo promised him a $20–25M line of credit, demanded $2M back overnight, and nearly killed Portland Leather Goods at the exact moment he had ~$14M tied up in a brand expansion. He survived a year of not paying suppliers, negotiating week-to-week, and somehow came out more profitable than before.
The three dig into the real math of affording growth without investors. Why it’s “impossible, but you have to do it anyway,” how supplier relationships are the single best source of working capital leverage, and why the cash conversion cycle will break your business if your margins aren’t right.  
They close with one of the most important warnings for early operators — stop counting revenue, start counting what’s left. 
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What do you do when you’ve already won, and still can’t stop building?  
Sean Frank and Matthew Bertulli sit down with Mike Beckham, (CEO of Simple Modern and Simple Ventures), to unpack what happens after you climb the mountain. Mike shares how Simple Modern grew from a bootstrapped “Yeti knockoff” to nearly $200M in annual revenue, paid off all its debt, and suddenly found itself generating more cash than it could reinvest — and what he decided to do about it.  
The conversation covers Mike’s framework for capital allocation when the obvious moves run out, including why he launched electrolyte brand Trevi (and what the $2–3M learning curve actually bought him), how Simple Ventures is building a portfolio of lean, AI-powered businesses with single-threaded leaders, and why Mike believes now is the single best moment in history to be a builder.
From the counterintuitive case for being 13th in a massive market, to rewiring your brain around what AI makes possible, to why physical goods aren’t going anywhere — this one goes deep.  
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