Video summary
The $17,000,000 Clothing Brand You've Probably Never Heard Of - Tulones
Main summary
Key takeaways
Business growth story (Two Lonnes / “2 L’s”)
- Two brothers (Dola and Benji) built a streetwear brand into ~$17M revenue in a single year (and also claimed ~$20M during COVID).
- They reached that scale without:
- fashion school
- major investors
- celebrity co-signs
- Their operating model centers on:
- Brand-led product drops (new graphics layered on staple silhouettes)
- Direct-to-consumer fulfillment (they personally handle shipping/order workflows)
- Heavy custom inventory + custom accessories/experience (not just shirts)
Strategy & operating approach
- Brand + demographic targeting via culture
- Target a specific audience and convert “culture” into repeat purchases.
- Product system: staples + limited experimentation
- Treat core items as repeatable inventory (“staples”) and rotate graphics/designs.
- Generally don’t resample unless it’s meaningfully new.
- Seasonal planning: align with spring/summer/winter and keep staples stocked for ~6 months.
- Inventory philosophy
- “We don’t aim to sell out.”
- Focus on consistent daily sales and maintaining enough inventory to keep revenue flowing even when retailers closed during COVID.
- Vertical integration of fulfillment + branding assets
- Warehouse operations plus custom manufacturing/packaging, including:
- Custom items (warehouse-made theme displays, accessories, branded elements)
- Imported packaging/components that are barcoded and kitted (e.g., frosted bags, hang tags, etc.)
- Warehouse operations plus custom manufacturing/packaging, including:
Supply chain / manufacturing playbook
- Country selection is “fit for the request,” not ideology
- Pakistan: faster trading/import process with easier U.S. compliance.
- China: can become costly if shipping method isn’t optimized
- (their note: sea shipping vs air can change total cost; “can almost cost you double” in some scenarios).
- Template/mold-driven custom manufacturing (for non-apparel SKUs)
- For non-clothing items, they:
- get templates from factories (work “backwards” from the desired end product)
- pay mold fees for custom components when future sales justify the investment
- For non-clothing items, they:
- Mold fee economics
- Example: mold fee ~$6,500 per size for a plastic product (e.g., toothbrush).
- Multiple sizes multiply mold costs (e.g., 3 sizes → 3 mold fees).
- They compare mold cost vs buying equipment:
- if machines cost ~$200k–$300k, mold can be cheaper (a “rent vs buy” logic).
- Use-case logic for molds
- If they don’t plan to sell in volume, they avoid molds and use generic parts instead.
Marketing & growth engine (execution details)
- Email/SMS as a major revenue lever
- They used Omnisend for email/SMS execution including:
- sequences
- abandoned cart recovery
- Tool claim: on average, customers see $68 return per $1 spent.
- They used Omnisend for email/SMS execution including:
- Community-first acquisition
- Growth emphasizes community and organic momentum.
- They cited already having ~400k–500k subscribers before they actively “did something” with them.
- They still run ads sometimes, but positioning suggests growth is mostly organic/community-driven.
- Full-funnel infrastructure parity
- They built an email/text infrastructure comparable to larger brands while growing organically.
Warehouse operations / fulfillment process (how they scale operationally)
- SKU organization + picker workflow
- Inventory organized by rows / assortment / size/SKU location.
- Orders generate pick lists such as:
- “We need J3, take two; go to F6, pick two.”
- Seasonal warehouse readiness
- They stock collections months ahead (e.g., planning what will be “in the warehouse” for holidays like 4th of July).
Concrete examples (products + “brand experience”)
- Headband that “blew them up”
- Inspired by fashion brand patterns (e.g., Louis Vuitton/Supreme thick headband influence).
- Early result: ~2,000–3,000 units in a couple of weeks via hand-to-hand sales.
- Accessories + “experience” concept
- They build accessories and props into brand identity:
- sunglasses, basketballs, skateboarding-linked items, etc.
- They also created themed physical experiences, including a warehouse “court”:
- Example: mini full-court structure (they noted it’s being changed to black after a remodel).
- Cost estimate: ~$15,000 + shipping for that type of setup.
- They build accessories and props into brand identity:
- Bikes as a high-margin/low-cost product wedge
- Bikes are discussed as cheaper than apparel alternatives.
- Example comparison: bikes cost less than a Leatherman jacket / varsity jacket with patches.
- Rough cost framing: ~$8 with shipping (factory cost example).
- Iteration/QA:
- first run issues like missing kickstand (BMX style), corrected in later release.
Metrics & targets mentioned (as stated)
- Revenue
- ~$17M in a single year (peak)
- ~$20M during COVID (claimed)
- “Typically now”: ~$500k to $1M per month
- Marketing KPI (tool claim)
- $68 return per $1 spent (Omnisend cited average)
- Inventory horizon
- Staples stocked for ~6 months
- Early sales velocity (example)
- Headband: 2,000–3,000 units in a few weeks (hand-to-hand sales)
Common mistakes + leadership/decision principles (what they imply)
- Mistake to avoid: chasing complex creative ideas without numeric discipline
- Learn “what numbers make sense” and evaluate investment vs alternatives.
- Loss framework
- “Loss” isn’t just losing money—it’s over-investing when you could buy stock/alternatives instead.
- Example: paying mold fees when you could buy a ready product/court instead.
- Decision-making style
- Disagreements handled objectively (“right is right, wrong is wrong”).
- They reference consulting (e.g., “ask Chad”) before conflict escalates.
- Advice
- “Enjoy the process” and “humble yourself… trust the process.”
Frameworks / playbooks explicitly or implicitly referenced
- Product portfolio framework
- Staples + variants: keep silhouettes stable; rotate graphics/colors.
- Expand beyond apparel with templates/molds when scale justifies tooling.
- Operations playbook
- SKU-based warehouse picking using a location map + order sheet logic.
- Seasonal inventory planning (prep months ahead).
- Marketing playbook
- CRM automation: email/SMS sequences + abandoned cart.
- Community-first growth, with ads as secondary.
Presenters / sources
- Presenters/subjects: Dola and Benji (Two Lonnes / “2 L’s”)
- Source/context: Interview-style segment titled “Behind the Brand with Two Lonnes” (YouTube channel also references Omnisend, including a quoted performance claim and a promo code in subtitles).