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clawd/projects/that2ndguy-pitch/PITCH-DECK.md
Hammer 2855cf62e7 Add That2ndGuy pitch deck and market research for Valuetainment
- 13-slide investor pitch deck with market data, competitive analysis,
  brand positioning, go-to-market strategy, and revenue projections
- Separate market research file with raw stats and sources
- Golf apparel market: .8B (2025), growing 6%+ CAGR
- 47.2M US golf participants, 18-34 now largest demo at 6.3M
- Competitive landscape analysis of Malbon, Eastside Golf, Bogey Boys, etc.
2026-01-29 16:33:12 +00:00

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That2ndGuy — Investor Pitch Deck

Golf Lifestyle Apparel for the Next Generation

Prepared for Valuetainment / Patrick Bet-David


Slide 1: Title

That2ndGuy Golf Lifestyle Apparel — Where the Course Meets Culture

  • Domain: that2ndguy.com
  • Tagline suggestion: "Play Different. Look Better."

Slide 2: The Problem

Golf's Image Problem Is a $5B Opportunity

  • Golf has long been seen as exclusive, expensive, and old-fashioned — a sport for country club elders in pleated khakis
  • The traditional golf apparel market is dominated by legacy brands (Nike, Adidas, Callaway, Greg Norman) that design for a 55+ demographic
  • 47.2 million Americans now play golf (2024, National Golf Foundation) — the most ever recorded
  • But the fastest-growing segment (1834-year-olds) can't find apparel that reflects who they are
  • Young golfers want to look like themselves on the course, not like their dads

"The culture of golf is changing faster than the brands." — Lightspeed Golf Report 2025


Slide 3: The Market Opportunity

A $4.8B Market Growing at 6%+ CAGR

Metric Value Source
Golf Apparel Market (2025) $4.77$4.83 Billion Maximize Market Research / Global Growth Insights
Projected Market (2032) $7.3$12.3 Billion Multiple analyst reports
CAGR (20252032) 5.56.3% Industry consensus
Golf Equipment Market (2025) $9.2$17.2 Billion Mordor Intelligence / Persistence MR
US Golf Participants (2024) 47.2 Million National Golf Foundation
1834 On-Course Players 6.3 Million (largest age group) NGF / Intermountain Golf

Key insight: The total addressable market for golf apparel is nearly $5B and growing. The lifestyle/streetwear segment within that is the fastest-growing sub-category, driven entirely by younger demographics.


Slide 4: The Demographic Shift

Golf's New Player Base Is Young, Diverse, and Style-Conscious

Participation growth:

  • 1834 age group has grown for 6 consecutive years (20192024)
  • Now the largest demographic of on-course golfers at 6.3M
  • 5.4M people aged 1834 participate in off-course golf (simulators, Topgolf, etc.)

What motivates them:

  • 51% of Gen Z play golf for mental health and self-care (Lightspeed 2025)
  • 84% of Millennials are interested in solo rounds
  • They view golf as a lifestyle, not just a sport
  • They spend on experiences + identity — apparel is part of their personal brand

The gap: Legacy brands serve performance. Nobody is owning the culture + style space at scale.


Slide 5: Competitive Landscape

The Market Is Validating the Thesis — But No One Has Won Yet

Brand Founded Positioning Weakness
Malbon Golf 2017 Streetwear meets golf, LA lifestyle Premium pricing ($80+ polos), limited drops
Eastside Golf 2020 Black-owned, culture-forward, HBCU roots Niche audience, limited product range
Bogey Boys 2021 Macklemore's brand, bold prints Celebrity-dependent, inconsistent drops
Metalwood Studio 2020 Graphic-heavy, retro streetwear aesthetic Small, niche, more streetwear than golf
Students Golf 2021 Youth-focused, clean minimalism Very small, limited distribution

What they prove: The market exists and is hungry. GQ, Hypebeast, and Complex all cover golf fashion now.

What That2ndGuy can exploit:

  • None of these brands have scaled to mainstream DTC
  • Most rely on limited drops (streetwear model) — not sustainable apparel retail
  • No brand has bridged the gap between accessible price point + lifestyle credibility + consistent supply
  • Room for a brand that is always available, always fresh, and priced for the everyday golfer

Slide 6: The Solution — That2ndGuy

Golf Apparel That Doesn't Take Itself Too Seriously

Brand DNA:

  • 🏌️ On-course performance — moisture-wicking, stretch fabrics, course-appropriate
  • 🔥 Off-course style — designs you'd wear to brunch, the bar, or the office
  • 💰 Accessible pricing — $3565 polos, $4575 bottoms (vs. $80+ at Malbon)
  • 🎯 Target demo — 2240, style-conscious, golfs recreationally (28x/month)

Product Line (Phase 1):

  • Performance polos (classic + bold prints)
  • Golf joggers / slim pants
  • Quarter-zips and pullovers
  • Headwear (snapbacks, bucket hats)
  • Accessories (gloves, towels, ball markers)

Brand Voice: Confident, fun, irreverent. You're the second guy in the group — not the scratch golfer, but the one everyone wants to play with.


Slide 7: Why "That2ndGuy"?

Brand Positioning That Resonates

Every foursome has one:

  • The guy who's not the best golfer but has the best time
  • Shows up looking clean, brings the energy, tells the best stories
  • Doesn't need a single-digit handicap to own the course
  • Relatable > aspirational — this is the golfer most people actually are

This positioning immediately differentiates from:

  • Nike/Adidas (performance-first, pro athlete aspiration)
  • Malbon/Eastside (streetwear credibility, limited access)
  • Legacy brands (country club traditionalism)

That2ndGuy is for the 90% of golfers who play for fun, not for score.


Slide 8: Go-to-Market Strategy

DTC-First, Community-Driven

Phase 1 — Launch (Months 16):

  • DTC Shopify store at that2ndguy.com
  • Launch collection: 1520 SKUs across 4 categories
  • Pre-launch email list + social community
  • Influencer seeding: golf content creators, lifestyle accounts
  • Launch event: Pop-up at a public course or Topgolf venue

Phase 2 — Growth (Months 618):

  • Content engine: course vlogs, "That2ndGuy" series, behind-the-scenes
  • Community: "Second Guy Saturdays" — branded tee time events
  • Wholesale: select pro shops, golf retail (PGA Tour Superstore, etc.)
  • Collaborations: limited drops with complementary brands

Phase 3 — Scale (18+ months):

  • Amazon storefront
  • International expansion (UK, Canada, Australia — strong golf markets)
  • Women's line extension
  • Corporate/event custom apparel

Slide 9: Revenue Projections

Conservative Growth Model

Year Revenue Key Drivers
Year 1 $250K$500K DTC launch, 1520 SKUs, influencer push
Year 2 $1M$2M Repeat customers, wholesale partnerships, expanded line
Year 3 $3M$5M Multi-channel (DTC + retail + Amazon), women's line, events
Year 5 $8M$15M Category leader in lifestyle golf, international

Unit Economics (Target):

  • Average order value: $85$120
  • Gross margin: 6065% (DTC), 4045% (wholesale)
  • Customer acquisition cost: $25$35 (social/influencer-driven)
  • LTV:CAC ratio: 3:1+ by Year 2

Comparable exits:

  • Malbon Golf reportedly valued at $50M+ (private, limited info)
  • Vuori (athleisure) reached $4B valuation in 2022
  • Golf lifestyle is a category waiting for its Vuori moment

Slide 10: Why Now?

Five Tailwinds Converging

  1. Record participation — 47.2M golfers, 6th consecutive year of growth in 1834 demo
  2. Cultural shift — Golf is now cool. Travis Kelce, Steph Curry, Post Malone all play publicly
  3. Athleisure crossover — Golf apparel is becoming everyday wear (joggers, polos as casual wear)
  4. Media validation — Hypebeast, GQ, Complex all covering golf fashion regularly
  5. DTC infrastructure — Shopify, social commerce, and influencer marketing make launch cheaper than ever

The window is open. Legacy brands are slow to adapt. Streetwear golf brands haven't scaled. The category leader hasn't been crowned yet.


Slide 11: The Ask

What We Need to Win

Seeking: $250,000 seed investment

Use of Funds Allocation
Inventory (first production run) 40% ($100K)
Brand & website development 15% ($37.5K)
Marketing & influencer launch 25% ($62.5K)
Operations & fulfillment setup 10% ($25K)
Working capital 10% ($25K)

What investors get:

  • Equity stake (terms negotiable)
  • Entry into a $5B+ growing market at the ground floor
  • A brand positioned to capture the largest and fastest-growing golf demographic
  • Team with vision and execution ability

Slide 12: Why Valuetainment?

Strategic Partnership, Not Just Capital

Patrick Bet-David and Valuetainment bring:

  • Massive audience reach — millions of entrepreneurs and business-minded consumers
  • Brand credibility — PBD's personal brand aligns with ambition, hustle, and lifestyle
  • Content amplification — built-in distribution through Valuetainment channels
  • Business mentorship — proven track record of scaling ventures
  • Network effects — introductions to retail, manufacturing, and other portfolio brands

This isn't just an investment — it's a launch pad.


Slide 13: Summary

That2ndGuy at a Glance

  • 🎯 Market: $4.8B golf apparel, growing 6%+ annually
  • 👥 Target: 2240 year old recreational golfers (6.3M+ and growing)
  • 🏷️ Position: Accessible lifestyle golf apparel — performance meets personality
  • 💰 Ask: $250K seed to launch DTC and capture market share
  • 📈 Goal: $35M revenue by Year 3, category leadership
  • 🔥 Why now: Record participation + cultural shift + no dominant lifestyle brand = once-in-a-cycle opportunity

Golf's next generation needs a brand. That2ndGuy is it.


Appendix: Research Sources

  1. National Golf Foundation — 2025 Golf Participation Report (47.2M participants, 2024 data)
  2. Lightspeed Commerce — 2025 Golf Industry Trends (700+ golfer survey, Gen Z/Millennial insights)
  3. Maximize Market Research — Golf Apparel Market Report ($4.77B in 2025, 6.2% CAGR to 2032)
  4. Global Growth Insights — Golf Apparel Market ($4.83B in 2025, $7.4B by 2033)
  5. Persistence Market Research — Golf Apparel Market ($12.3B by 2032, 5.5% CAGR)
  6. Mordor Intelligence — Golf Equipment Market ($9.24B in 2025)
  7. Hypebeast — "Golf Excites New Generation with Streetwear-Minded Fashion Brands" (2023)
  8. Complex — "Golf Brands for Streetwear Fans" (2024)
  9. GQ — "Best Golf Clothing Brands Changing the Game" (2025)
  10. Intermountain Golf — Young Golfers Revolution (6.3M on-course players aged 1834)

Prepared by Hammer — January 29, 2026