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INTRO (🔐): In the following analysis, the company in focus has been anonymized and referred to as “The Blackbox Brand” and its founder as “The Founder.” This approach ensures confidentiality while providing a comprehensive and factual exploration of the company’s strategies and success. All the facts, figures, and strategic insights presented are derived from actual data and reputable sources, ensuring the integrity and accuracy of the information.
By anonymizing the brand and its founder, we can delve into the core aspects of what makes this company an ‘anti-zombie’ brand without the distractions or biases that specific names might introduce. This method allows for an objective discussion on how The Blackbox Brand, with its unique and innovative strategies, has managed to thrive in a competitive market.
Continue Reading: The Anti-Zombie Brand
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Zombie-ism: By the end of the pandemic, Authentic had devoured a mall’s worth of zombie brands, including Eddie Bauer, Izod, Lucky Brand, Van Heusen and part of JCPenney.
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Supported Poll: The following data represents a survey conducted among 108 participants from the Executive Member list. Respondents selected the top three most used Shopify apps to boost online order profitability from a list of 40+ services. The apps were then ranked by how many voters engaged with them, reflecting the solution's popularity and usage within this subset of the eCommerce industry. This week's sponsor ranked fourth on the list. Loox, another former sponsorship partner, finished first overall.
This dataset provides valuable insights into the preferred tools for enhancing store performance, customer engagement, and operational efficiency. The resulting graph offers a clear perspective on which solutions retailers favor most for driving operational profitability.
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Fascinating: Rents are soaring worldwide, as stores open faster than developers can build new properties. Experts say the mismatch, which has roots dating back to the 2008 recession, is unlikely to resolve itself anytime soon.
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Fascinating: One reason for the increased delivery demand, which also includes heat-and-eat packages, is the rising cost of food, even for a home-cooked meal.
The Concept of Fully Vertical Meal Delivery (April 2023): The unit economics of fully vertical food delivery have made it a highly promising area for investors interested in e-grocery. By reducing transportation and storage costs, minimizing food waste, and offering a superior customer experience, companies like Feast & Fettle have a clear competitive advantage over those relying on traditional food shipping methods.
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Properly Forecasted: Retail and CPG operations are still waiting to see which direction the rise of popular GLP-1 weight loss drugs like Ozempic will take the industry.
Member Forecast: GLP-1 Nation (October 2023)
As the Big Food industry works to innovate with higher protein foods, foods causing less stomach disruption, and even foods that might override GLP-1 receptors, they face a paradox. The very goal of GLP-1 drugs – promoting weight loss and healthier lifestyles – stands in stark contrast with how they’re practically consumed.
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Properly Forecasted: Fashionable boutique performance brands like Satisfy, Tracksmith, Bandit Running and more let runners express their personal style in a way that they can’t do with the homogenous designs from the major shoe companies that have long dominated the running apparel market.
Member Brief: The Euro DTCs Invade (February 2023)
On the other end of the spectrum, Satisfy, a Paris label that launched in 2015, sells luxury running gear with a counterculture edge—picture a fringed muscle tank with holes designed to appear moth-eaten for ventilation that wouldn’t look out of place at Coachella.
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Properly Forecasted: Aging diminishes our natural NAD+ supply. Celebrities are trying to boost their NAD reserves with longevity potions, IV drips, and smoothies.
Forecast 3 of 5: The Rise of Medicine 3.0 (September 2023)
An emphasis on prevention means fewer people might progress to advanced disease stages that require costly interventions. Early-stage treatments like NAD injections, lifestyle modifications, and preventive measures - like earlier medical visits - are often economically more feasible than late-stage surgeries, prolonged hospitalizations, or specialized care.These earlier interventions may drive down costs of high-cost treatments.
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Properly Forecasted: Now, the psychedelic drug is at a make-or-break point, with the FDA scheduled to make an announcement this month on whether it is ready to move forward as a PTSD treatment.
Member Brief: The Final Level (June 2021)
We are but a few years away from this family of substances being marketed in ways that are as innocuous as cannabis or even CBD. In her 2020 report, you will see names like Tim Ferriss, Bruce Linton, Kevin O’Leary, and Peter Thiel, who invested in the now-public Compass Pathways. Pathways is known for developing a psilocybin-based therapy to treat depression and PTSD.
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Latest Update (8/2), presented by Bold Metrics. All brands are updated with the secondary interest poll. The ninth update of 2024 sees some major movers:
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Finance: Monday's market decline has sparked concerns of an economic downturn, calling attention to installment lenders that market to distressed consumers.
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Advertising: Walmart and Amazon are intensifying their competition in the digital ad space, rolling out new solutions for advertisers.
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DTC Feature: Bandit, On, Tracksmith
Once an emblem of athletic triumph and elite performance, the Nike Swoosh faces an identity crisis in today’s market. One that it’s working hard to address. Its ubiquity, from casual streetwear to high-end luxury collaborations, has diluted its significance. The Swoosh’s widespread presence undermines its association with victory and exclusivity. For instance, the WNBA, a league that embodies grit and determination, might benefit more from a partnership with brands like New Balance, known for their focus on performance and authenticity. As Nike navigates this evolving landscape, it must redefine what the Swoosh stands for in an era of shifting consumer values.
Nike, meaning “Goddess of Victory,” finds herself at a critical time. When writing this, the athletics brand-turned-luxury goods merchandiser is down 32.39% for the years.
The Olympics present a pivotal opportunity for Nike to revitalize its brand and reclaim its standing as a symbol of athletic excellence. While the global stage could spotlight Nike’s high-performance gear and elite athlete endorsements, it’s uncertain whether this will significantly boost sales amidst rising competition and changing consumer preferences. Smaller brands like Tracksmith and Bandit Running have effectively captured the spirit of modern athleticism and independence. To truly move the needle, Nike must leverage the Olympics’ visibility and innovate and align more closely with the evolving values and aspirations of today’s athletes and consumers.
Continue @ 2PM
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DTC in Focus: An inside look at Bandit Running's Unsponsored Project, an effort to highlight athletes at the U.S. Olympic Track and Field Trials.
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DTC in Focus: GAP, a beacon of aughts nostalgia, was a primary figure in the world of branded hoodies for nearly 30 years. As American as apple pie, its signature garments were an attainable staple that, crazy as it might sound, united everyone.
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DTC in Focus: Amazon and its cross-border e-commerce competitors are all converging on the same plan: a race to the ultracheap brandless bottom. It could backfire, writes John Herrman.
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DTC in Focus: Ryan Babenzien, the entrepreneur behind the men's sneaker brand Greats and the shower head company Jolie, said he's owed over $15,000 from Saks Fifth Avenue from an order the retailer placed last year. The product was delivered and sold to customers, but Jolie has yet to see a dime of it, Babenzien said.
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More Reads (if bored): Was Nike's brand ad offensive to China? A shift in the media business is changing what it is to be a sports fan. More brands are offering "garment take back services." And a book recommendation: The Triumph of The Yuppies.
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