Messages
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
8/30/2022
0 : 14
Monday Letter: ADVRETAIL
All About retail media networks. View this email in your browser No. 869: The most recent Member Brief was called "Flip The Channel" and the attached member brief is at the footer of this
8/22/2022
23 : 44
Monday Letter: The Race For Helen
On advertising, privacy, and the workaround. View this email in your browser The Race for Helen (No. 866): The most recent Member Brief featured a key eCommerce statistic. You can join here to receive
8/15/2022
23 : 54
Monday Letter: "A" is for Ads
And Netflix and Formula One: Revisited View this email in your browser A is for Ads (No. 864): The most recent Member Brief featured an analysis of Netflix's biggest influence yet (Formula One).
8/9/2022
20 : 4
Monday Letter:
And silver linings... View this email in your browser Middle Income America (No. 861): The most recent Member Brief featured an analysis of the iRobot acquisition (preview). You can join here to
8/2/2022
0 : 24
Monday Letter: Ads, Marketplaces, Inflation
And silver linings... View this email in your browser Ads, Marketplaces, and Inflation (No. 858): The most recent Member Brief was on the blurring lines between online and offline retail. You can join
7/26/2022
0 : 34
Monday Letter: The Newest Nostalgia
The most popular decade... View this email in your browser Nostalgia Edition (No. 855): The most recent Member Brief shared Lululemon's strategy in China. You can join to receive those briefs by
7/18/2022
22 : 24
Monday Letter: Solving Leaky Margin
Marketplace > Owned Store? View this email in your browser The Monday Letter (No. 853): The top links from last week's sole member letter were: the report featured at the footer of the letter,
7/13/2022
0 : 14
No. 851: A Leading Indicator
Why recent corporate suggest eCom growth potential. View this email in your browser Welcome to No. 851. The top links from the most recent member email were: Wish's climb and recent struggles (NYT)
7/6/2022
18 : 24
No. 849: The Middle-Class Opportunity
And a reflection to share. View this email in your browser Welcome to No. 849. The top links from the most recent member brief: Klarna's Challenges Ahead (2PM Members) and Shopify Goes Soul