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Daily Consumer #34 - All About Ads
Sharing learnings from the earnings calls of the large retail and internet players.
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Damir Becirovic
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Daily Consumer #33 - More On TikTok's Ecommerce Push
And another Chinese tech giant enters the US ecommerce fray.
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Damir Becirovic
Daily Consumer #32 - TikTok's Influence On Ecommerce is Growing
Plus details on an updated format for the newsletter going forward.
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Damir Becirovic
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Daily Consumer #31 - Ecommerce Is Slowing But Consumer Spending Is Still Strong (For Now)
DTC brands are expanding offline. Meanwhile, luxury brands are seeing tremendous momentum.
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Damir Becirovic
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Daily Consumer #30 - The Commerce World Is Grappling With Uncertainty
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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Damir Becirovic
Daily Consumer #29 - Inflation Is Shifting Demand To Staples
Luxury demand however remains very strong.
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Damir Becirovic
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Daily Consumer #28 - Trying To Understand The Macro
Some thoughts from a few weeks of playing part-time macroeconomist.
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Damir Becirovic
Daily Consumer #27 - Announcing Our $13M Investment In Beam Impact
Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
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Damir Becirovic
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