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The end of Daily Consumer
Shifting my attention towards another form of learning.
 • 
Damir Becirovic

February 2023

Daily Consumer #34 - All About Ads
Sharing learnings from the earnings calls of the large retail and internet players.
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Damir Becirovic

January 2023

Daily Consumer #33 - More On TikTok's Ecommerce Push
And another Chinese tech giant enters the US ecommerce fray.
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Damir Becirovic
Daily Consumer #32 - TikTok's Influence On Ecommerce is Growing
Plus details on an updated format for the newsletter going forward.
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Damir Becirovic
1

August 2022

Daily Consumer #31 - Ecommerce Is Slowing But Consumer Spending Is Still Strong (For Now)
DTC brands are expanding offline. Meanwhile, luxury brands are seeing tremendous momentum.
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Damir Becirovic
1

July 2022

Daily Consumer #30 - The Commerce World Is Grappling With Uncertainty
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

June 2022

Daily Consumer #29 - Inflation Is Shifting Demand To Staples
Luxury demand however remains very strong.
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Damir Becirovic
1

May 2022

Daily Consumer #28 - Trying To Understand The Macro
Some thoughts from a few weeks of playing part-time macroeconomist.
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Damir Becirovic

April 2022

Daily Consumer #27 - Announcing Our $13M Investment In Beam Impact
Plus Lululemon, REI, and others announce plans to facilitate resale of their products.
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Damir Becirovic
Daily Consumer #26 - Studying SheIn
Plus brands are becoming louder about their values.
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Damir Becirovic

February 2022

Daily Consumer #25 - Announcing Our $40M Investment In Backbone
Plus a recap of Q4 earnings for Doordash, Shopify, and others.
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Damir Becirovic
1
Daily Consumer #24 - Summarizing Q4 2021 Advertising Performance for the Internet Giants
Plus the B2B commerce wave is fully underway.
 • 
Damir Becirovic
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