I believe the wet shave market place in the midst of change. With so many quality soaps and aftershaves available and the hobbyists pretty much already overloaded, I think that two distinct market sements are going to be where the action in the near term future is: products perceived by the market place as higher end artisan and products perceived by the market as offering incredible value at a low price point. Any artisan whose product the marketplace does not perceive as fitting in one of those slots is going to have a rough time of it going forward, I think.
But beyond that, I really think that it behooves the artisan soap and aftershave makers to start targeting cart shavers. I know this is sorta anathema in the wet shaving community, but it is reality. That is a freaking huge market. An idiot-proof soap like Tabac with a more universally appealing scent (I love the Tabac scent and use it weekly, but I know that a lot of folks do not), coupled with cheap high quality synthetic brushes and matched with newer widely liked after shave scents have a real shot at making an inroad into the cart shaving cream market. I don't see DE razors impacting that market, but the canned gel/foam market is ripe for picking, I see Mr. Fine going in that direction exactly, if it is true that he has indeed gotten his hands on the Tabac soap formula. Of all the best wet shave artisans I see right now, he is the one that I think will be best positioned to do that if his new soap is indeed of Tabac quality (and assuming M&W (Tabac owners) do not tie him up in litigation). Put it this way, if he was selling stock, I'd be buying a lot of it right now.
Unless you are the lead dog, the view never changes...