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Daily Consumer #29 - Inflation Is Shifting Demand To Staples
Luxury demand however remains very strong.
Damir Becirovic
Jun 4
3
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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
6
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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
2
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Daily Consumer #26 - Studying SheIn
Plus brands are becoming louder about their values.
Damir Becirovic
Apr 12
3
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Daily Consumer #26 - Studying SheIn
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Daily Consumer #25 - Announcing Our $40M Investment In Backbone
Plus a recap of Q4 earnings for Doordash, Shopify, and others.
Damir Becirovic
Feb 28
3
1
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Daily Consumer #24 - Summarizing Q4 2021 Advertising Performance for the Internet Giants
Plus the B2B commerce wave is fully underway.
Damir Becirovic
Feb 7
2
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Daily Consumer #24 - Summarizing Q4 2021 Advertising Performance for the Internet Giants
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Daily Consumer #23 - Amazon's Landlord is a $115B Company
Plus some astounding results for new payments systems being rolled out in Brazil and China.
Damir Becirovic
Jan 24
3
1
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Daily Consumer #23 - Amazon's Landlord is a $115B Company
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Daily Consumer - Quick Update
Sharing a minor change to the format.
Damir Becirovic
Jan 21
2
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Daily Consumer - Quick Update
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Daily Consumer #22 - Ecommerce Growth is Slowing. Long Live Ecommerce.
Plus GM launches its own used car marketplace.
Damir Becirovic
Jan 15
11
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Daily Consumer #22 - Ecommerce Growth is Slowing. Long Live Ecommerce.
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Daily Consumer #21 - Peering Into the Supply Chain Gridlock
Plus video games are becoming the new malls with Adidas, Nike, Forever 21, Balenciaga, and the NFL all taking up space.
Damir Becirovic
Jan 8
2
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Daily Consumer #21 - Peering Into the Supply Chain Gridlock
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Daily Consumer #20 - Planning for 2022
Plus TikTok is entering the "cloud kitchens" space with their food brands launching in 300 locations nationwide.
Damir Becirovic
Dec 18, 2021
1
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Daily Consumer #20 - Planning for 2022
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Daily Consumer #19 - My 5 Ecommerce Predictions for 2022
Plus a fun "Product of the Week".
Damir Becirovic
Dec 10, 2021
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