In 2018, the anonymous blogger behind Deep Throat IPO wrote this incredibly long post exploring the question “What would have happened if Amazon and Walmart had never been born?” It’s a fascinating exploration of the dynamics of US retail and […]
Thingtesting highlights a few brands that aren’t following the typical d2c script for social media: “Manicured feeds, on-brand messaging, the occasional playful meme, and an ultra-friendly member of the customer support team lurking in the comments.” | learn more
I was unimpressed by this company when a Chinese friend showed me their website. I’ve made a complete reversal after reading this. “It reportedly did almost $10 billion in revenue in 2020, and has grown over 100% for each of […]
“With Travis Scott, no creative choice is obvious or predictable. In fact, he didn’t even want his first album to be released on CD, still the standard format of the day in 2015.” | learn more
This is a nice long ode to Wayfair! “The furnishings giant is almost 20 years old. But it says it’s just getting started.” | learn more
Last year, Tequila’s share of liquor sales grew 22%. “Meet the tequila and mezcal brands serving a new generation of drinkers.” | learn more
I haven’t tried this store but I love the concept of Curated. Product expertise tends to really be missing from ecommerce. “Founded in 2017, Curated is a three sided marketplace, connecting consumers, experts and brands.” | learn more
Ben Evans reminds us, with data and charts, that it’s not quite fair to have a problem with Amazon for their private label strategy. This is tried & true retail strategy for over a hundred years and Amazon isn’t even […]
Nike cuts 6 more retailers including DSW and Urban Outfitters. They closed 9 wholesale accounts in August and now are closing even more. The slow but steady march toward direct-to-consumer continues. | learn more
Benedict Evans: “The bigger Amazon gets, the more it’s worth reading the accounts. Does AWS subsidise the whole thing? Is the revenue $250bn – or $450bn? And is that ad business just a footnote, or is it bringing in more […]