Sharing learnings from the earnings calls of the large retail and internet players.
And another Chinese tech giant enters the US ecommerce fray.
Plus details on an updated format for the newsletter going forward.
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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…
Luxury demand however remains very strong.
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Some thoughts from a few weeks of playing part-time macroeconomist.
Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
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Daily Consumer