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DTC brands are expanding offline. Meanwhile, luxury brands are seeing tremendous momentum.
Damir Becirovic
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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…
Damir Becirovic
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Luxury demand however remains very strong.
Damir Becirovic
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Some thoughts from a few weeks of playing part-time macroeconomist.
Damir Becirovic
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Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
Damir Becirovic
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Plus brands are becoming louder about their values.
Damir Becirovic
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Plus a recap of Q4 earnings for Doordash, Shopify, and others.
Damir Becirovic
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Plus the B2B commerce wave is fully underway.
Damir Becirovic
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Plus some astounding results for new payments systems being rolled out in Brazil and China.
Damir Becirovic
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Sharing a minor change to the format.
Damir Becirovic
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Plus GM launches its own used car marketplace.
Damir Becirovic
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Plus video games are becoming the new malls with Adidas, Nike, Forever 21, Balenciaga, and the NFL all taking up space.
Damir Becirovic
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