Messages
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
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
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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