Brand breakdown · Women’s shoes

Rothy’s outgrew online ads with small stores and Nordstrom.

Washable flats made from recycled bottles, sold almost only online until 2018. By 2026: 40 small stores, wholesale through Nordstrom and Amazon, and $227.7M in revenue.

BLOOM10X did not work with Rothy’s. This breakdown uses public sources only, linked below.

From one website to 40 stores
  1. 2016Launches online with washable flats
  2. 2018A little over $140M in sales; first store pays back in under four months
  3. 2021Alpargatas buys 49.9% at a $1B valuation
  4. 2024Tests Anthropologie, Bloomingdale’s, Amazon and Nordstrom
  5. 2024Record $211M, +17%; all 26 stores profitable
  6. Aug 2026$227.7M revenue, 40 stores, wholesale tripled
$227.7MRevenue, with 40 stores and Nordstrom nationwideRetail Brew · Aug 2026
~70%Of sales online, down from about 99%CNBC · Feb 2025
+20%Same-store sales growth in 2024CNBC · Feb 2025
10%+EBITDA margin in 2024CNBC · Feb 2025
The numbers

Stores that pay for themselves.

< 4 monthsFor the first store, in San Francisco, to pay for itselfCNBC · Jun 2019
65%Of visitors to that first store who were new to the brandCNBC · Jun 2019
~$180MRevenue in 2023, before the store and wholesale push paid offOur math: $211M ÷ 1.17 = $180.3MCNBC · Feb 2025
+53%Store fleet growth in 2024: nine openings on 17 storesOur math: 26 − 9 = 17 stores; 9 ÷ 17 = 53%Modern Retail · Feb 2025
29 ptsOf sales moved off its website to stores and partnersOur math: 99% − 70% = 29 pointsCNBC · Feb 2025
~1.6xRevenue growth from 2018 to the latest reportOur math: $227.7M ÷ $140M = 1.63 (2018 was “a little more” than $140M)CNBC · Jun 2019; Retail Brew · Aug 2026
“If we were just digitally native forever and ever, you really just can’t get there with the cost of acquisition.”
Dayna Quanbeck, then president, now CEO, CNBC, Feb 25, 2025
The plays

Five plays behind the growth.

  1. Build the cult on Instagram and Facebook

    Rothy’s made its name with Instagram and Facebook ads for a flat you can machine-wash, made from recycled plastic (CNBC, Feb 2025). In 2019 its president still called the two apps “great channels” for new customers (CNBC, Jun 2019).

    Copy this: lead ads with the one product fact nobody else can claim. For Rothy’s it was washable shoes from bottles.

  2. Open small stores that make money

    The first store, on Fillmore Street in San Francisco, paid for itself in under four months, and 65% of its visitors were new to Rothy’s. Its president put it plainly: “Stores should make money” (CNBC, 2019). By 2024 all 26 stores were profitable (CNBC, 2025).

    Copy this: test retail with a pop-up or one small lease in your top city, and track how many buyers are new.

  3. Put stores where online buyers already are

    The first five follow-up stores went to its highest-selling markets (CNBC, 2019). It now opens five to ten a year, and two stores in one city grew the whole market instead of splitting it (Modern Retail, Feb 2025). The CEO says cross-channel shoppers are worth “multiples” of one-channel buyers (Retail Brew, Aug 2026).

    Copy this: map your orders by ZIP code before you sign any lease or pick any retailer.

  4. Use wholesale to find new buyers

    In 2024 Rothy’s tested Anthropologie, Bloomingdale’s, Amazon and then Nordstrom (CNBC). Its wholesale business has since tripled (Retail Brew). Amazon was a defensive move, to own searches for its own name.

    Copy this: list your best-seller on Amazon before a copycat ranks for your brand name.

  5. Give the same buyer a new shoe

    The original Flat is now an archive page, out of stock online. Clogs, Mary Janes, sneakers and bags carry the brand, and the CEO says the goal is more reasons for existing customers to buy (Retail Brew). Its top ad says the Penny Clog “went viral the day it hit our site.”

    Copy this: launch new styles to your email list and past buyers first, then scale the winners with ads.

The shift

Less website, more growth.

Revenue, $M

2018$140M+ 2023~$180M 2024$211M Latest$227.7M 2023 is our math. Bars to scale.
Sources: CNBC, Jun 18, 2019 (2018); CNBC, Feb 25, 2025 (2024, +17%); Retail Brew, Aug 27, 2026 (latest).

Stores and channel mix

20181 End 202317 Feb 202526 Aug 202640 Online share of sales Before: ~99% 2024: ~70%stores + partners
Sources: CNBC, Jun 2019 (first store); Modern Retail, Feb 2025 (26 stores, nine added in 2024; end-2023 count is our math); Retail Brew, Aug 2026 (40); CNBC, Feb 2025 (mix).
“If we weren’t there, and they type in Rothy’s, a competitor or somebody else would show up.”
Jenny Ming, then CEO, on selling through Amazon, CNBC, Feb 25, 2025
The buy box

The product page sends you to a store.

The Penny Clog on rothys.com. Tap a number to see what each part does.

Screenshot: Rothy’s Penny Clog product page with a Going Fast badge, $160, 569 reviews, two color families, a size grid with a fit note, Select a Size, Find in-store, free shipping and 30-day returns, and a row of machine washable and recycled plastic bottle claims
  1. 1
    Scarcity on the photoA “Going Fast” badge on the main image.
  2. 2
    Proof by the price$160 with five stars and 569 reviews right under it.
  3. 3
    Fit answered“Fits true to size. Half sizes, size down.” The main online shoe worry, handled above the button.
  4. 4
    The store link“Find in-store” checks stock near you once you pick a size. The website feeds the fleet.
  5. 5
    No threshold“Free shipping on all orders. 30 days to return or exchange.”
  6. 6
    The original story, below the foldMachine washable and recycled plastic bottles, the claims the brand launched on.
rothys.com/products/womens-penny-clog-revelvet-portobello · desktop · Nov 10, 2026
The homepage hero sells clogs, not the flat the brand started with.rothys.com · mobile · Nov 10, 2026
One locator for its own stores and its retail partners.rothys.com/pages/stores · mobile · Nov 10, 2026
The original Flat: “From $39,” out of stock online, with a store check.rothys.com/products/the-flat · desktop · Nov 10, 2026
Their ads

Every ad sells one style.

Three active US ads that point to rothys.com. Pick one to see it.

Meta Ad Library · started Oct 1, 2026

“Went viral the day it hit our site”

Popularity as the hook, then “Shop famous clogs.” The same line of clogs leads the homepage, and the clog videos on its YouTube channel each passed 2.5M views.

See the ad in the Ad Library →

Screenshots of active US ads in the Meta Ad Library, taken Nov 10, 2026. Click an image to enlarge.

From Rothy’s channel

Three launches, millions of views.

The clog spot, 2.59M views in six weeks.Rothy’s YouTube · Sep 29, 2026
One of five uploads for the new Point in September; this one has 3.24M views.Rothy’s YouTube · Sep 8, 2026
The Ivy sneaker launch, 1.68M views.Rothy’s YouTube · Aug 6, 2026
What doesn’t transfer

Read it with three caveats.

  • Stores need scale first. Rothy’s opened its first store at over $140M a year in sales. Below that, a pop-up or a partner shelf is the safer test.
  • It had a strategic investor. Brazilian footwear company Alpargatas took a 49.9% stake in 2021, and Rothy’s used that money to build its stores.
  • Shoes are tried on. Fit is why stores lift sales so much for Rothy’s. A product people don’t need to touch gains less from a shop.
  • What we’d add: more creator partnership ads next to the magazine one, with the creator wearing the new style in a store city.
Copy this

Six moves for a $1M–$10M brand.

  • Lead your Meta ads with the one product fact nobody else can claim. Meta ads
  • Answer fit and returns above the add-to-cart button. Conversion
  • Work out what a customer who buys twice is worth before you pay for a store. LTV calculator
  • Check your cost to win a new buyer online against a store’s rent. CAC calculator
  • Run press and creator videos as partnership ads. Partnership ads guide
  • Launch new styles to past buyers by email and text first. Retention

Online ads getting too expensive to grow on?

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Sources

Where every number comes from.

  1. Lauren Thomas, “Rothy’s, the women’s shoe brand with a cult-like following, is opening more stores,” CNBC, Jun 18, 2019. cnbc.com
  2. Gabrielle Fonrouge, “How digitally native companies like Rothy’s are growing profitably in a new era for retail,” CNBC, Feb 25, 2025. cnbc.com
  3. Anna Hensel, “Rothy’s store fleet helped catapult the brand to a record $211M in sales,” Modern Retail, Feb 25, 2025. modernretail.co
  4. Jeena Sharma, “How DTC brand Rothy’s grew to $227.7 million in revenue through stores, wholesale,” Retail Brew, Aug 27, 2026. retailbrew.com
  5. Rothy’s, homepage, Penny Clog and The Flat product pages, and store locator, viewed Nov 10, 2026. rothys.com
  6. Rothy’s, official YouTube channel, videos dated Aug–Sep 2026, views as of Nov 10, 2026. youtube.com/@rothys
  7. Meta Ad Library, active US ads for the Rothy’s page, viewed Nov 10, 2026. facebook.com/ads/library

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