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Daily Consumer #34 - All About Ads
Sharing learnings from the earnings calls of the large retail and internet players.
Damir Becirovic
Feb 14
2
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Daily Consumer #34 - All About Ads
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Daily Consumer #33 - More On TikTok's Ecommerce Push
And another Chinese tech giant enters the US ecommerce fray.
Damir Becirovic
Jan 16
8
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Daily Consumer #33 - More On TikTok's Ecommerce Push
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Daily Consumer #32 - TikTok's Influence On Ecommerce is Growing
Plus details on an updated format for the newsletter going forward.
Damir Becirovic
Jan 7
7
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Daily Consumer #32 - TikTok's Influence On Ecommerce is Growing
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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.
Damir Becirovic
Aug 2, 2022
7
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Daily Consumer #31 - Ecommerce Is Slowing But Consumer Spending Is Still Strong (For Now)
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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…
Damir Becirovic
Jul 25, 2022
4
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Daily Consumer #29 - Inflation Is Shifting Demand To Staples
Luxury demand however remains very strong.
Damir Becirovic
Jun 4, 2022
4
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Daily Consumer #28 - Trying To Understand The Macro
Some thoughts from a few weeks of playing part-time macroeconomist.
Damir Becirovic
May 24, 2022
7
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Daily Consumer #27 - Announcing Our $13M Investment In Beam Impact
Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
Damir Becirovic
Apr 18, 2022
3
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Daily Consumer #27 - Announcing Our $13M Investment In Beam Impact
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