Messages
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
7/16/2023
14 : 25
New Memo: The Returns Coup
View this email in your browser No. 942 / The Returns Coup: This week's memo explores the non-core relationships that have come to define eCom software. A note on Mailchimp: this letter was
6/6/2023
0 : 44
No. 934: AMAZONALO
Two deep dives, one newsletter. View this email in your browser No. 934 / Amazon Wireless: This week's first deep dive focuses on the idea of Amazon selling its own bundled data plans to bolster
5/23/2023
0 : 35
No. 931: Bud, Bevo, and Survival
The ad campaign they should run. View this email in your browser No. 931 / Prohibition, Bevo, and Budweiser: This week's deep dive focuses on Budweiser and what's next for them in public
5/2/2023
22 : 54
No. 923: How The Wrist Was Won 🫲
And 10 New Brands Added View this email in your browser No. 925 / How the wrist was won: In partnership with Bold Metrics, our team worked on a free resource over the past several weeks and we've
4/25/2023
0 : 44
No. 923: GROWTH DIFFICULTIES IN ECOM
And the perspective change needed to fix it. View this email in your browser No. 923 / Marketing Arbitrage: In partnership with Bold Metrics, our team worked on a free resource over the past several
4/4/2023
21 : 34
Letter No. 919: "The Perfect PDP"
A free deep dive and eCom resource. View this email in your browser No. 919 / The Perfect PDP: In partnership with Bold Metrics, our team worked on a free resource over the past several weeks and we
3/21/2023
1 : 4
Letter 917: FUTURE PROOFING
Here's the post-SVB short guide. View this email in your browser No. 917 | Post-SVB Short Guide: This week's Monday Letter puts the post-SVB era into context. We hope that it's helpful.
3/1/2023
0 : 34
Letter 913: First-Party Balloon
A must read memo. View this email in your browser No. 913 / First-Party Balloon: This week's "Monday Letter" was delayed by a tornado situation yesterday in Ohio of all things. Things are
2/14/2023
22 : 4
Letter No. 910: "AIR"
The year was 1984, and Nike needed a change. View this email in your browser No. 910 / "AIR": Today's memorandum builds on last week's member brief on eight foreign DTC brands taking
2/6/2023
22 : 4
Letter No. 908: The Amazon 'Para-State'
99 DTC brands added to the Power List. View this email in your browser No. 908 / The 'Para-State': The lead features a unique deep dive on Amazon's growing powers, some say it rivals a
1/24/2023
22 : 24
Letter No. 905: Profitability in Focus
What the top companies are doing... View this email in your browser No. 905 / Profitability in focus: The lead report is a look at conversion deterrents and the ways that top brands have gone about
1/4/2023
22 : 4
Letter No. 902: Mount Shopify
View this email in your browser No. 902 / Shopify Goes Enterprise: The first letter of 2023 and it's about Shopify, the evolving ad industry, and the return of traditional marketing. The lead
12/27/2022
0 : 34
Letter No. 900: Sheridan's DTC Gamble
Ranches, Steaks, and Branded Beer. View this email in your browser No. 900 / Linear Commerce: This edition leads with one for the fans of Yellowstone's far-reaching content universe. It just so
11/23/2022
0 : 14
Letter No. 893: That Atlanta Episode and Disney
DTC-first no more (for Disney, at least) View this email in your browser No. 893 / The Goofy Movie: This edition leads with a meta story that isn't about Meta, for once. Disney's CEO news
11/8/2022
20 : 4
Memo: Working Capital
Shopify on the up-and-up. View this email in your browser No. 886 / Working Capital: Shopify feels like it is finally showing some post-pandemic momentum (up 23.44% over the last month) so we drew
10/26/2022
0 : 4
Memo: Webvan (Again)
On the perils grocery-tech View this email in your browser No. 886 / Webvan (again): According to Retail Geek, Grocery sales are up 21.6% vs. pre-pandemic sales (2019). However, grocery sales are down
10/18/2022
20 : 4
Which is the dinosaur?
Old Guard vs. New Guard View this email in your browser No. 884 / The Short Term: Leading into the holiday shopping season, we published on a relevant topic: the digitally-native format vs. traditional
10/3/2022
23 : 54
Monday Letter: Shelf Space Engineering
How Walmart May Win The Winter View this email in your browser No. 880 / Bulletin: Every week, we send at least two letters to Executive Members, please click to sign up here to receive full access.
9/13/2022
0 : 14
Monday Letter: RokuMart
Clickable, Shoppable, Ads View this email in your browser No. 873: The most recent Member Brief ("Digital Shelves") covered some key notes on the grocery eCommerce trade. It featured these