retail therapy

Retail can be a very hard business.

Packable, last year the #1 seller on Amazon Marketplace in the U.S., is liquidating. A year ago, they were planning a SPAC deal at a $1.5 billion valuation. I hope to someday read the inside story of how this business […]

retail therapy

Casper cuts its CMO, CTO and COO amid further layoffs.

Retail is a tough business as competition is always just around the corner. There’s not a ton of strategic or market detail in this article. Instead, there’s entertaining and unfounded speculation from a “founder in the direct-to-consumer space” that Apple’s […]

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

Resetting online commerce

From Benedict Evans: “What’s going to happen in ecommerce and retail? TV? TV ads? Retail? Brands? Online advertising? There are half a dozen huge industries where all of the cards are being thrown up in the air, and no-one really […]

teaching the kids

The future of education (bankruptcy).

Discussion of the link between education, finance and muni bonds. “I fear that the changes in store for higher education are going to look a lot like the painful changes we’ve seen in retail, travel, news, and entertainment.” | learn more

retail therapy

Retail and e-tail metrics in post-virus world

There’s a chance of sampling bias here, but the trends are fascinating anyway. Luxury sector conversion rates are up a surprising 35-40% vs benchmark. “[Marketing agency] WITHIN … tracking year-over-year trends in ecommerce revenue, ad spend, and conversion rate relative […]

retail therapy

Walmart is becoming a technology company

The author makes the point that Walmart has embraced the need to be tech-focused as it competes with Amazon, Alibaba & other tech/retail giants. What the author misses is that Walmart, despite its 60 years of age, has often been […]

retail therapy

Chinese shopping app falls for American bargains

Imagine a mobile QVC broadcast from foreign (US in this case) retail stores. “Live-stream shopping is captivating China, and one app lets viewers take part in the scramble for discounts in U.S. stores; ‘How is this possible? Why isn’t all […]