retail therapy

Beer distributors’ ‘total beverage’ power.

The booze market is both heavily regulated and fragmented by state, which makes for interesting market dynamics. “The middle tier is the crucible of the American bev-alc industry, and California, a frequent harbinger of its broader tectonic shifts. So it’s […]

retail therapy

Chinese cars at smartphone prices.

“In China, the prices of new cars have reached incredibly low values, which are comparable to the prices of modern smartphones. Chinese automakers have managed to offer vehicles at prices ranging from just $610 to $1,714, making them the most […]

retail therapy

2025 ecommerce P&L benchmark report.

Curious about revenue, gross margin, contribution margin and ebitda? “This report draws on the combined financials of more than thirty private and public DTC companies to show you – in specific numbers – where the market changed last year, how […]

retail therapy

Why did DoorDash win?

“The business school version of why DoorDash won is that they had the right strategy. They launched in the right markets, acquired the right restaurants, and designed the marketplace the right way. The Silicon Valley hustle culture version is that […]

retail therapy

I guess I’m into Gorpcore fashion.

“Once completely unnoticed in the lifestyle, manufacturers of camping equipment are now experiencing a real renaissance, and on the ‘fashion’ or ‘streetwear’ market, brand names that were previously associated only with survival or bushcraft fans are increasingly appearing. From the […]

retail therapy

Temu’s takeover is now complete.

“Launched in late 2022, the Chinese-owned ecommerce site, known for selling a vast array of astonishingly affordable goods, took only two years to become a household name in the US. … Temu is projected to earn more than $50 billion […]

retail therapy

A summary of all the 2025 trends forecasts.

You know how every research agency and big company likes to public an annual trends report? Imagine taking 233 of those and feeding them into an LLM to extract the key points by industry. Someone did that, then summarized it […]

retail therapy

Temu’s takeover is now complete.

“Launched in late 2022, the Chinese-owned ecommerce site, known for selling a vast array of astonishingly affordable goods, took only two years to become a household name in the US. … Temu is projected to earn more than $50 billion […]