While New Retail claims to give customer data, the scale is nearly not as compelling as traditional retail. Product feedback is good, but there is a selection bias. The SoHo crowd cannot make a brand succeed, but they may give one its start. Middle America is where D2C brands have to go to grow (that is, if they want to be big). New Retail does not... See more

To explore these three factors further, we will look at the trajectory of Lululemon, where the digital business grew 41% year over year and accounted for a third to top line revenue in the recent quarter. In contrast to many peers, namely Under Armour, the company’s omnichannel success has positioned it to break free of the “CAC is the new rent” pa... See more

With the exception of a few larger volume sellers, Amazon is shifting away from the retailer model by limiting their wholesale partnerships to the most impactful partners. The rules of the consumer economy are changing faster than ever. Some of these changes have had dire consequences, especially for independent retailers and challenger brands. Thi... See more