Wayfair’s $112 billion plan to take over your entire home
This is a nice long ode to Wayfair! “The furnishings giant is almost 20 years old. But it says it’s just getting started.” | learn more
This is a nice long ode to Wayfair! “The furnishings giant is almost 20 years old. But it says it’s just getting started.” | learn more
Last year, Tequila’s share of liquor sales grew 22%. “Meet the tequila and mezcal brands serving a new generation of drinkers.” | learn more
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
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