Messages
3/28/2022
21 : 24
ANOTHER HIT 📉
Facebook ads showed recovery (for now). View this email in your browser Welcome to No. 825. Happy Shoptalk Week. The top links from Friday's member brief: Online brands go with traditional strategy
3/14/2022
21 : 44
Performance ⚡️Marketing
Skims, Savage, and Everyone Else. View this email in your browser Welcome to No. 820. The top links from Friday's member brief: Ty Haney is doing things differently this time (New York Times). And
3/7/2022
23 : 14
Yellow and Blue
A different kind of national pressure. View this email in your browser Welcome to No. 817. The top links from Friday: three things marketers can learn from Shopify's eCommerce report (The Drum) and
2/28/2022
22 : 54
No. 815: A Gutsy Strategy
Top of funnel threads. View this email in your browser Welcome to No. 815. Friday's member letter was a recap of a busy week. The top links: the Deloitte presentation (2PM) and coverage by The
2/22/2022
22 : 14
No. 813: Special Edition 💡
Your 47 page presentation. View this email in your browser Welcome to No. 813. Friday's member letter was a recap of a busy week. The top links of last week: hard times ahead for DTC (SpreeCommerce
2/14/2022
23 : 24
No. 810: Gone in 60 Seconds
On Coinbase and QR arbitrage View this email in your browser Welcome to No. 810. Friday's member letter was a recap of a busy week. The top links of last week: Apple, Stripe, and (Wink) Mob Ties (
2/7/2022
23 : 34
No. 807: NO WORD YET
We waited... View this email in your browser Welcome to No. 807. Friday's member letter was a recap of a busy week. It covered GoPuff and consumer delivery trends, eCommerce entering auto sales 🔐,
1/31/2022
23 : 14
No. 804: BASICALLY
"That's a brand name..." View this email in your browser Welcome to No. 804. Friday's member letter was a solid edition. The top two links: DTC funding and scale (2PM) and B2B
1/24/2022
22 : 44
No. 801: FULFILLMENT AND DISRUPTION
Special: The Gruen Transfer View this email in your browser Welcome to No. 801. Friday's member letter celebrated our 800th edition. The top two links: Peloton's last three years of decisions (
1/19/2022
0 : 4
No. 798: The Market is Wrong
On Shopify's Deal with JD.com View this email in your browser Happy (Late) Tuesday. We postponed the weekly letter in honor of MLK Day. Here is a lesser known quote by the late American leader:
1/10/2022
23 : 14
No. 796: Brady Blue
Tee Bee Twelve's Latest View this email in your browser Happy Monday: No. 795 went out on Friday and the most clicked links were: the 2021 recap and this Vogue feature on Yeezy Gap. Our take on the
1/3/2022
23 : 44
No. 793: LOOKING FORWARD
Then, now, and tomorrow. View this email in your browser Welcome to No. 793: The most clicked links from last week's only letter are from 2PM and Bloomberg: Frenemies Part 2 and the feature that
12/28/2021
22 : 34
No. 792: FRENEMIES, PART 2
Shopify vs (?) Amazon View this email in your browser Welcome to No. 792: The most clicked links from last week's only letter are from 2PM and Insider: Omicron and Resilient Retail and 20 booming
12/22/2021
22 : 24
No. 791: Building Fandom
Outside of DTC View this email in your browser Welcome to No. 791: The most clicked from last Friday's member brief: 20 booming DTC companies (Insider). The second most was on Omicron and resilient
12/13/2021
22 : 44
No. 788: Beating Heart
Ryan Reynolds View this email in your browser Welcome to No. 788: The most clicked from Friday's member brief: understanding the social-shopping startup of the hour (Insider). The second most was
12/6/2021
22 : 24
No. 785: The new MOAT
A new breakdown of Amazon's latest advantage. View this email in your browser Welcome to No. 785: The most clicked from Friday's member brief: Virgil, The Polymath (2PM) is now unlocked. The
11/29/2021
23 : 4
No. 782: Black Friday Down
For Virgil. 🕊🏁® View this email in your browser Welcome to No. 782: This edition is for LVMH's Virgil Abloh and all of us who were inspired by his work. The most clicked from last week: Macy's
11/22/2021
23 : 14
No. 780: The Holiday Gifting Antidote
Short Report. View this email in your browser Welcome to No. 780: The most clicked last Friday: Nike's move towards Roblox (Input Mag) and Netflix's new media project (Global Top 10). Major
11/15/2021
23 : 4
No. 777: Newly Acquired
The VC to IPO to PE Pipeline View this email in your browser Welcome to No. 777: The most clicked last week: our expanded look at consumer meeting crypto (CryptoKicks) and the latest from Packy and
11/8/2021
22 : 34
No. 775: GOOD TIMING
Nike, Cryptokicks, and Meta. View this email in your browser Welcome to No. 775: The most discussed from Friday's members-only letter: (1) Protocol: this odd Amazon store and (2) GlobalTrade: Four