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8/9/2022 8:04:26 PM

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
8/15/2022 11:54:28 PM

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).
8/22/2022 11:44:27 PM

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
10/18/2022 8:04:28 PM

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
10/26/2022 12:04:27 AM

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
11/8/2022 8:04:28 PM

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