retail therapy

Amazon, Walmart and Chinese potting soil

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 […]

retail therapy

Brands are getting weird on social media

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

retail therapy

Shein: the TikTok of ecommerce

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 […]

retail therapy

Tequila

Last year, Tequila’s share of liquor sales grew 22%. “Meet the tequila and mezcal brands serving a new generation of drinkers.” | learn more

retail therapy

Ecommerce meets the passion economy

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

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 […]