Daily Consumer | Damir Becirovic | Substack

Sharing learnings from the earnings calls of the large retail and internet players.

Damir Becirovic

Feb 14

New Top Community

And another Chinese tech giant enters the US ecommerce fray.

Damir Becirovic

Jan 16

Plus details on an updated format for the newsletter going forward.

Damir Becirovic

Jan 7

DTC brands are expanding offline. Meanwhile, luxury brands are seeing tremendous momentum.

Damir Becirovic

Aug 2, 2022

Will inflation taper? Will we head into a recession? Will performance marketing get fixed? Will supply chains clear up? Is ecommerce slowing temporarily…

Damir Becirovic

Jul 25, 2022

Luxury demand however remains very strong.

Damir Becirovic

Jun 4, 2022

Some thoughts from a few weeks of playing part-time macroeconomist.

Damir Becirovic

May 24, 2022

Plus Lululemon, REI, and others announce plans to facilitate resale of their products.

Damir Becirovic

Apr 18, 2022

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