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
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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.
Feb 16, 2026
6 min read
Feb 15, 2026
9 min read
Shopify posted crazy numbers again, but the stock’s taking a hard hit. Plus, AI is officially good enough to replace or delay hires at Coco.
Feb 8, 2026
8 min read
Amazon’s gotten clobbered in the market because nobody gets what they’re really doing—preparing to be the biggest robotics winner. Plus, I’m obsessed with OpenClaw.
Feb 1, 2026
Today, we’re going to make Twilio FINALLY start throwing off some cash and for the love of god pull them away from AI distractions. Plus, Coco’s full AI tech stack.
Jan 25, 2026
After reviewing 100s of deals, not a whole lot surprises me at this point, but Laird buying Navitas just might be the worst 1 of all time. Plus, Coco AI’s tech stack.
Jan 18, 2026
Let’s Buy Coco all over again: what would I do differently, and how am I going to seriously Scale This Biz in the next 5 years.
Jan 11, 2026
We’re taking a brutally honest look at my 2025 goals + setting some for 2026. Plus, my earnest push for everyone to try goal-setting to improve personal + professional success.
Jan 4, 2026
7 min read
2026 is going to be more of the same. The Struggle is real, but at the same time there will be opportunities abound.
Dec 14, 2025
Today I'm playing out my childhood fantasy and freeing my favorite teams from the worst ownership family in Sports
