DTC brands are expanding offline. Meanwhile, luxury brands are seeing tremendous momentum.
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Will inflation taper? Will we head into a recession? Will performance marketing get fixed? Will supply chains clear up? Is ecommerce slowing temporarily…
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Luxury demand however remains very strong.
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Some thoughts from a few weeks of playing part-time macroeconomist.
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Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
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Plus brands are becoming louder about their values.
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Plus a recap of Q4 earnings for Doordash, Shopify, and others.
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Plus the B2B commerce wave is fully underway.
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