Discover Your Next Lever For Growth.
Every week, get an insider analysis of the largest eCom/Retail brands' financials + 3-Step Turnaround Plan for each biz. Your next growth opportunity is just an email away.
Written by
Jeremy Horowitz
Connect
Sep 17, 2023
•
10 min read
Wayfair’s in bad shape; Plus, the people who’ll change your life.
Feb 26, 2023
11 min read
The answer to who's the #2 most installed Shopify Plus app. Real time P&Ls for faster decision making.
Jul 30, 2023
An interesting brand playing a dangerous game of blitz scaling in the public market.
Aug 23, 2026
4 min read
How we're going to ride Steamboat's Activist play.
Aug 16, 2026
5 min read
Aug 9, 2026
6 min read
What they need to clean up so this is an obvious buy for everyone.
Aug 2, 2026
Turning $100m Stock buy backs into properly invested dollars.
Jul 26, 2026
How we're riding high and taking Crocs to the next level.
Jul 19, 2026
Yeti is 1 of the best consumer brands of this generation. And it still underperforms the S&P.
Jul 12, 2026
You can't lose $6/item rented and be a real biz.
Jun 21, 2026
7 min read
Once Upon a Farm ($796M) is paying rent on 3,400 fridges it doesn't own.
Jun 14, 2026
3 min read
Our awesome new dashboard now filters to only $10m+ brands.
