Trend Surface Area

Sean Frank shares insights on e-commerce strategy, focusing on how to navigate trends and build sustainable businesses.

Key e-commerce mistakes to avoid

  • You can't outmuscle a TAM (Total Addressable Market)

    • Even amazing operators waste time with horrible opportunities
    • The market size fundamentally limits your potential
    • Example: Being the #1 garlic press seller is worse than being the 12th best creatine gummy seller
  • You're not better than the trend

    • Trends have natural lifecycles that businesses can't control
    • Example: Bone broth companies exploded to $80M in revenue, then crashed when the trend died
    • Same happened with keto products
  • LTV (Lifetime Value) isn't real

    • "Lifetime value only works if you're alive"
    • Most brands die waiting for LTV to materialize
    • Need to be profitable on first purchase, not banking on future purchases

Trend Surface Area concept

  • Originated from Will at IQ Bar

    • Similar to "luck surface area" but for product trends
    • Create products with maximum trend flexibility
  • Implementation strategy:

    • Design products that can easily adapt to whatever trend is hot
    • If keto's hot, be keto
    • If gluten-free's hot, be gluten-free
    • Change packaging to always stay on top of trends
  • Growth advantage in trending markets

    • "You can be average in a growing market and grow very fast"
    • Sean: "I was an average operator when Facebook ads were growing and that's why my business grew"

Pivoting strategy for trend-based businesses

  • Constantly evolve your product line to follow new trends

    • Example: If in bone broth business, pivot to "protein-focused bone broths"
    • Then to "bone bars" with fitness marketing
    • Then to "bone supplements"
  • Sean's long-term business strategy

    • Build Ridge Wallet to exit (targeting $100M net)
    • Start a portfolio of brands and services
    • Launch "weird little ecommerce brands that are trend relevant"
    • Hire service providers to run the businesses