retail therapy

In defense of Amazon’s private labels

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 […]

retail therapy

Amazon’s profits, AWS and advertising

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 […]

retail therapy

lululemon’s white space

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 […]

retail therapy

Amazon-Kohl’s partnership update

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

retail therapy

Owning the funnel

“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

retail therapy

AMC Entertainment Inc.

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 […]