Messages
12/19/2024
6 : 14
Memo + Member Brief: "Buy Now"
And "Death to Agencies" on the wall. View this email in your browser 2PM (No. 1015). The most recent letter was read by 48.6% of subscribers and the top link was on a distressed DTC brand and
11/27/2024
3 : 34
Memo: The Distressed Brand
The opposite of brand equity isn't no equity; it's brand apathy. View this email in your browser 2PM (No. 1014). The most recent letter was read by 46.1% of subscribers and this was the top
11/15/2024
6 : 14
Gray Commerce / Bullish 2025
We explain a concept that will define 2025 and beyond. View this email in your browser 2PM Business Intelligence (No. 1013). Our new sponsorship partner is offering you $10000 in chargeback management
10/29/2024
1 : 54
The Nexus of eCommerce, Payments, and Debt.
This is the first part of two-part series on the growing role of debt and finance in eCommerce platform growth. Part two sends on November 1. View this email in your browser Back To Mondays (No. 1012).
10/4/2024
23 : 34
Dethroned After 61 Weeks At Number One
Shein Sours A Bit, A Part Of A Larger Narrative... View this email in your browser A New No. 1 On The DTC Power List (No. 1009). The most recent member letter was read by 61.8% of subscribers. The top
9/12/2024
19 : 44
Will Others Follow? 👀
Klarna's recent AI move may become a blueprint for others. View this email in your browser Okay, AI is accelerating fast. (No. 1006). The most recent member letter was read by 45.1% of subscribers.
9/6/2024
22 : 54
An Advertising Theory Confirmed
You weren't imagining it! View this email in your browser Active Listening Technology (No. 1005). The Tandym-sponsored Letter No. 1004 was read by 41.2% of subscribers. And thank you to this
8/28/2024
23 : 44
An Emerging Marketing Channel 💳
Today's Sections: Forecasted, Enterprise, Industry, Fascinating, and Alternative Credit Risk View this email in your browser Your Wallet (No. 1004). Thank you to this week's sponsor. As a
8/20/2024
2 : 24
Snoop Dogg and $DTC
A Weekend Edition Featuring The Dogg Father. View this email in your browser Snoop Stove (No. 1002). Thank you to this week's sponsor. As a result of our partnership, we've published some new
8/6/2024
1 : 4
The Anti-Zombie Brand
A new poll plus many other great resources... View this email in your browser Anti-Zombie Brand (No. 1001). We anonymized a top performing brand on the DTC Power List and explained how brands can
7/13/2024
23 : 34
Letter No. 1,000: 2025-2029
eCommerce: 2025 through 2029 View this email in your browser 2025-2029 (No. 1000). The industry's timing couldn't be better for this week's letter sponsor. New data suggests an eCommerce
6/14/2024
0 : 24
FUTURE FABRICS / CUTTHROAT GROCERY
Only after I wrote that did I realize it was in "Peak Timberlake" format. View this email in your browser NEW EDITION (No. 997). This edition features a report, a new member brief (Cutthroat
6/3/2024
11 : 4
XIEMU
View this email in your browser XIEMU (No. 996). Whether its air cargoed Chinese brands like Temu and Shein or the rising costs of container shipping for American-owned competitors - retail has never
5/3/2024
23 : 4
So long, Henry.
A combined issue flush with key insights and original thoughts in two new, data-driven reports. View this email in your browser So long, Henry. (No. 994). The economy is squeezing consumers to the
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