retail therapy

Crypto kicks and the metaverse.

“Web3 and DTC are natural partners and Nike will be of the first major retailers to iterate around Web3 principles. It’s not just a new revenue stream: it’s community and status.” | learn more

retail therapy

The Amazon empire strikes back.

Stratechery: “Amazon’s owning the end to end supply chain makes it harder for merchants to ditch Amazon. Because the alternative logistics network form China are more expensive and more prone to failures. Investment years ago creates value and loyalty today.” | learn […]

retail therapy

Americans spend more when Thanksgiving falls early.

“In 2005, the economist Emek Basker…studied the US, where Thanksgiving now ranges between November 22 and 28, leaving as few as 26 or as many as 32 shopping days between Thanksgiving and Christmas. She found a clear pattern: Americans do […]

retail therapy

Retail price hikes & framing.

The headline is “America’s biggest companies can’t stop bragging to investors about how they’re charging you more” and I saw the link because of a politician’s tweet. The framing makes a few not-to-subtle implications about what “should” happen—retailers should absorb […]

retail therapy

Four retail IPOs.

Scott Galloway on Warby Parker, Rent the Runway, Allbirds, and the Swiss shoe company On. | learn more

retail therapy

Is shoplifting forcing Walgreens to cut back in S.F.?

The company blames rampant retail theft for the store closings. A 2014 California law classified shoplifting < $950 as a misdemeanor, possibly leading to fewer reports and less enforcement. Critics say they’re just using shoplifting as convenient cover for stores […]