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 […]
The popular athleisure brand is unique for having a single brand that appeals to multiple varied demographics at once. “It seems counter-intuitive. A young professional does not want to be associated with the suburban mom. And the suburban mom does […]
Since 2017, Kohl’s has accepted returns on behalf of Amazon. I’ve taken advantage of this option and it was a good experience. “Amazon helped retailer Kohl’s add two million new customers last year.” | learn more
“Unlike their western counterparts, who can build sizable companies being the best-of-breed for different geographies, Chinese tech companies have to focus on owning the user (and funnel) to grow.” | learn more
In short: ops matter—a lot. “Ample Hills had $19 million in funding, a deal with Disney, and dreams of becoming the next Ben & Jerry’s. Then everything fell apart.” | learn more
I managed to uncover this scheme in July 2019, so it clearly wasn’t well-hidden. They used a shell company in Cyprus and websites like (no longer online) easy2udelivery.com and ezdeliveryshop.com to masqueraded as delivery services for innocuous products. “Federal prosecutors […]
Almost every warehouse I’ve ever visited has a graveyard of products hidden in the back. “Receiving and handling a return isn’t simple in the slightest for retailers. That’s where liquidation companies like 888 Lots come in.” | learn more
The incredible story of the company that leveraged a Reddit-fueled runup in its stock price to raise a bunch of money and avert its impending bankruptcy for a little while longer. Remember, this is not wall street vs the little […]