DTC brands are expanding offline. Meanwhile, luxury brands are seeing tremendous momentum.
6
1
Will inflation taper? Will we head into a recession? Will performance marketing get fixed? Will supply chains clear up? Is ecommerce slowing temporarily…
2
Luxury demand however remains very strong.
3
1
Some thoughts from a few weeks of playing part-time macroeconomist.
7
Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
2
Plus brands are becoming louder about their values.
4
Plus a recap of Q4 earnings for Doordash, Shopify, and others.
4
1
Plus the B2B commerce wave is fully underway.
2
Plus some astounding results for new payments systems being rolled out in Brazil and China.
3
1
Sharing a minor change to the format.
3
Plus GM launches its own used car marketplace.
11
Plus video games are becoming the new malls with Adidas, Nike, Forever 21, Balenciaga, and the NFL all taking up space.
2