I’m a bit skeptical of all the noise about metaverse these days. Where was everyone a year ago when zero people were talking about this? Is this really go time? My good friend and almost-40-year-old tech luddite has mentioned it […]
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 […]
Like a lot of emerging areas of health, there is not quite enough research yet to show that microbiomics really works. But certainly, there’s reason to believe as well as consumer interest, so we’ll see how it develops! “If this collaboration […]
“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 […]
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 […]
Scott Galloway on Warby Parker, Rent the Runway, Allbirds, and the Swiss shoe company On. | learn more
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 […]
I think this was only a matter of time. Redundant logistics networks are really expensive. “The Home Depot is the first retail client of Walmart GoLocal, which uses Walmart’s expansive network to deliver products for businesses of all sizes.” | learn more
You know that problem that’s cascading throughout the country? Yeah, the supply chain problem. The port’s cranes aren’t the bottleneck; it’s container storage. | learn more
I’m surprised by this for two reasons. First, I’m surprised that layaway remained an option until now. Second, I’m surprised that Walmart is leaving it to Affirm to provide credit to customers. I remember underestimating them when they were starting […]