Messages
4/25/2024
0 : 24
Musk 👾 Read
The Tesla Bros Strategy vs. Tesla 100 Million View this email in your browser Musk Read (No. 993). Thank you to each of the many brands that considered this product. Today's letter features six new
4/17/2024
0 : 34
Retail Email ≠ Loyalty
This could be the answer to loyalty margin. View this email in your browser Email ≠ Loyalty (No. 992). But this could be the answer. Today's letter is the product of a bit of brand research. Do
4/3/2024
23 : 54
Fixing That DTC's Short Interest
Plus: Unlocked Member Brief View this email in your browser Beliefs (No. 991). Is this a strategy that you would use? This issue features a temporarily unlocked member brief and a new memo. Gain a new
3/27/2024
0 : 24
Brand Advertising With a Tailwind
Plus: An Argument Against Apple's Antitrust Case View this email in your browser Packed Dispatch (No. 989). This eCommerce CEO suggests: be "darn picky" to win. This issue features two
3/20/2024
0 : 14
The Argument for Food CPG Investing
Plus: They Don't Want Your Business View this email in your browser Packed Dispatch (No. 988). This issue features three independently researched reports, one exclusively for members. This issue is
2/29/2024
23 : 34
The Changing Meaning of "DTC"
Plus: an analysis of a recent acquisition. View this email in your browser The Changing Meaning of DTC (No. 986). This is the last week that this free resource is available from Loox. A widely
2/23/2024
1 : 14
Subscription Box Fatigue
The influences and potential solutions! View this email in your browser Subscription Box Fatigue (No. 985). It's been a busy week of developments inside and out of retail, this edition tries to
2/13/2024
23 : 24
SUN DAY RED
This DTC is building a solid foundation. View this email in your browser 3X growth, 2023-2029 (No. 983). With the big news of Tiger's new brand and new data on a booming golf industry, we explored
12/29/2023
0 : 14
Commerce 2024
And the business of longevity in the spotlight. View this email in your browser Year's End (No. 979): Rather than a yearly recap, the final weekly letter of the year looks forward with a memo on
12/20/2023
1 : 54
Post-DTC: The Seven Brand Eras
Plus: This Graphic Explains Apple's Concern View this email in your browser This Week's Letter (No. 977): This tech is redefining AI's role in retail. This edition also features a media
12/12/2023
21 : 24
DTC Meat, Alt-Meat And Why CMOs Struggle
Plus: How did Sephora outrank Amazon? View this email in your browser This Week's Letter (No. 976): This tech is redefining GenAI's role in DTC retail. No. 976 also features a market analysis
12/6/2023
1 : 34
DTC Brands, Secondaries, and Swifties
Updated Power List with New Data View this email in your browser This Week's Free Letter (No. 974): The perfect fit is everything. This edition continues last week's format. If you're
11/28/2023
2 : 4
The Tale of Two DTCs
November through December. View this email in your browser The Monday Letter (No. 973) This letter features a new format that I hope that you will find useful ➕ a shorter form memo at the bottom that
11/7/2023
22 : 44
Returns Season and Real Circularity
Goodwill, Brand Altruism, and Circularity View this email in your browser Returns Season (No. 971) This letter includes a strategy suggestion with an included memorandum format designed to copy and
10/19/2023
3 : 15
eCom everywhere else
Plus: The DTC Fashion Tech Audit Database View this email in your browser Everywhere Else (No. 966) This edition is in depth, it features two new reports + the first new 2PM database in quite some time
10/10/2023
23 : 4
The Next Growth Market
Retail's New Arbitrage is... View this email in your browser The Next Growth Market (No. 965): Here is our latest member letter on how Ozempic will reshape CPG and big food industries. If you'
9/26/2023
20 : 4
New Memo: Solo Brands' Novel Strategy
Plus: Forecast Series Part 4 View this email in your browser The aspirational post-exit DTC brand (No. 961): The lead story features one of the most impressive brand aggregators in eCommerce. It's
9/12/2023
22 : 24
Forecast Series: Enclosed Malls Go Extinct
Plus: Cars Meet Privacy Concerns View this email in your browser Consumer privacy ends with your car (no. 958): Since the most recent free letter, we've published letter nos. 953 - 957. The lead
8/22/2023
21 : 4
AI, The Internet, and You.
Plus: A New Series of Forecasts 🔐 View this email in your browser No. 951: Since the most recent free letter, we've published letter nos. 945 through 950. This includes several key reports: what
7/18/2023
21 : 4
New: Four Trends For Fashion's Future
Sponsored by Bold Metrics View this email in your browser No. 944 / Four Trends: Shared by some of the fastest growing modern retailers, here are four trends worth replicating. The top links from last