Nik Sharma
Limited Supply · Sunday memo
nik.cosubscriber bonus
Free Sunday memoBuilt for executivesBuilt for growth teams

The DTC memo operators forward before Monday.

Steal the DTC plays working this week.

Limited Supply is Nik Sharma's weekly field report on growth, conversion, paid media, creative, retention, and the operating details behind brands like Feastables, David, IM8, Parachute, and Liquid I.V.

Limited Supply turns Nik Sharma's client-side growth work into one useful Sunday email: teardown, numbers, why it works, and what to test next.

100,000+founders, CMOs, operators, and investors
Sundayone useful send, no midweek noise
5 minto spot the move worth testing

Brands Nik has helped grow

Real brand marks, not placeholder text. The page has to borrow credibility in the first scroll.

Feastables logoFeastables Parachute logoParachute David Protein logoDavid IM8 Health logoIM8 Hint Water logoHint Liquid I.V. logoLiquid I.V. Jolie logoJolie SET Active logoSET Active Momentous logoMomentous Harper Wilde logoHarper Wilde

01 / The promise

Answers the five questions fast.

Built to answer the five questions a serious operator asks before giving up their inbox: what is it, why should I care, how does it help, why Nik, and what do I get next?

The operating thesis

The product is the email. The moat is judgment.

Every issue compresses what Nik is seeing across founders, paid media teams, agencies, investors, and brands into one memo you can actually use.

TeardownNumbersNext move

Tactical teardowns

How brands like David Protein, IM8, Feastables, and Jolie actually grow.

Real moves, real numbers, and the why behind the strategy.

Paid media

What is converting on Meta, TikTok, YouTube, and landing pages right now.

Message match, creative angles, hooks, and the tests worth running.

CRO + retention

PDPs, advertorials, bundles, subscriptions, quizzes, and post-purchase flows.

The mechanics that turn traffic into contribution margin.

Boardroom useful

Deals, M&A, category shifts, agency dynamics, and the meetings nobody posts about.

The signal an executive can forward without adding context.

02 / Subscriber bonus

Make the signup feel like access, not an email list.

New subscribers get the Sunday memo plus access cues that matter to serious operators: the VMS supplement brand field report and a preview of Nik's brand deck teardown framework.

  • VMS report access14,300 words, 20 brand teardowns, 200+ frameworks.
  • Brand deck teaseA sharper version of what an investor or CMO wants to see before they take a meeting.
  • Weekly operating memoThe durable product, every Sunday, free.

03 / Recent sends

This is the taste test.

Executive readers need proof before they give up inbox space. The preview should feel like a Bloomberg terminal for DTC operators, not a blog archive.

Featured issue

The 2026 Vitamins & Supplements Playbook

The 7 things $100M+ supplement brands are doing in 2026 that almost nobody else is. Ad-to-LP congruency, paid-upfront subscriptions, named MD panels, cancel-save ladders, and content factories.

Read online →

Conversion

The product is fine. The education is broken.

Most brands do not have a conversion problem. They have a comprehension problem.

Read online →

Creator commerce

$700M bootstrapped on TikTok Shop.

How Comfrt runs 600,000 affiliates and produces 500 pieces of content a day.

Read online →

Funnels

The funnels nobody talks about.

Quiz funnels, owned-domain advertorials, and PDP routing that most DTC brands never figure out.

Read online →
Useful enough to forward. Specific enough to steal.

Every claim has a receipt. Every section has one job: earn the signup.

04 / Reader proof

The right people already open it.

Founders, CMOs, operators, agency leads, and investors. People who know the difference between a motivational email and an operating advantage.

As someone who writes email newsletters for a living, I am consistently impressed with Nik's weekly letters.

They're concise, conversational, and incredibly informative.

Alex LiebermanCo-founder of Morning Brew
People need to start taking lessons from Nik on how he does his weekly emails.

The formatting feels organic and because of that I've read every single one since I subscribed.

Zach StuckFounder of Homestead Studio
Just pure value.

The weekly email Nik sends for DTC brands is always so actionable. None of the thought leader BS.

Jon MacDonaldFounder of The Good
Nik Sharma

05 / Who is writing this

Nik Sharma.

Nik Sharma is a growth operator, investor, and brand builder. He's Chief Growth Officer at Lunar Solar Group following the acquisition of his agency, Sharma Brands. He's an investor in 100+ consumer brands and commerce-enablement SaaS ventures.

He's worked with brands like Feastables, Parachute, David Protein, IM8, Hint Water, Liquid I.V., Jolie, SET Active, and Momentous, focused on the work that actually moves the needle: conversion, paid media, retention, and creative.

Named to Forbes 30 Under 30. Runs Limited Supply, a newsletter and podcast read and listened to by 100,000+ founders, operators, and investors. Based in New York City.

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Join 100,000+ DTC operators and get the VMS report access cue plus the brand deck teardown preview.

Free. Every Sunday. Unsubscribe anytime.

You're in.

Check your inbox for the latest Sunday issue.

06 / Questions

Questions, answered.

How often will I get emails?

Once a week, every Sunday morning. That's it. No daily blasts, no random midweek emails.

Is it really free?

Yes. No paid tier, no upsell, no premium version. Just the newsletter.

What if I hate it?

One-click unsubscribe at the bottom of every issue. No hard feelings.

Will you sell my email?

No. Ever.

What if I'm not in DTC?

The principles apply to any consumer brand, growth role, or operator job. But yes, it's DTC-flavored.