Luxury demand however remains very strong.
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Some thoughts from a few weeks of playing part-time macroeconomist.
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Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
2
Plus brands are becoming louder about their values.
3
Plus a recap of Q4 earnings for Doordash, Shopify, and others.
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Plus the B2B commerce wave is fully underway.
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Plus some astounding results for new payments systems being rolled out in Brazil and China.
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Sharing a minor change to the format.
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Plus GM launches its own used car marketplace.
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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.
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Plus TikTok is entering the "cloud kitchens" space with their food brands launching in 300 locations nationwide.
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Plus a fun "Product of the Week".