On: $1B for Dollar Shave Club: Why Every Company Should Worry

[dingaling]

> DSC has 15 percent of the market, by volume.

I'm struggling to see how that's possible.

- The highest count of their subscribers I've seen is 3 million. Let's round that to 5 million.

- There are about 160 million adult males in the USA. http://countrymeters.info/en/United_States_of_America_(USA)

- Assume that only half shave with a cartridge razor: 80 million.

- Using such conservative figures, at a ceiling that means DSC has 5 / 80 of the possible subscriber market, or 6.25%.

Unless each subscriber is buying nearly three times as many blades as normal...?

[petra → dingaling]

Yes, you're probably right, Stratechery which usualy does good work estimated this at 15%, but europmonitor - which this kind of thing is their job, estimate is at 5%.