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.
Mar 30, 2026
4 min read
+ Tin foil hat corner. AI Pumping and freaking out.
Mar 29, 2026
Solo Brands is down 81% + bleeding out, rev -30% in one year, + they're spending $34M on griddles they can't sell - the fire in their logo makes sense now. Plus, I'm building an AI group.
Mar 23, 2026
And Firing your team based on their anthropic usage
Mar 22, 2026
3 min read
Now in Dashboard Form: An even bigger, better, badder, detailed-er report covering the winners, losers, trends, and future of the top Shopify Apps.
Mar 16, 2026
And it's the best time to be a creator. Which I can attest to.
Mar 15, 2026
Hims went from selling boner pills online to a $2.3B telehealth platform, but then Eli Lily erased 18 months of gains - here's how we fix it. Plus, Learning from DTA brands.
Mar 9, 2026
5 min read
The one-person operator era is here. And the gap got wider this week.
Mar 8, 2026
It's finally time to kill the failing marketplace and rebuild. Plus, the power of posting on LinkedIn.
Mar 2, 2026
AI is collapsing roles, reshaping infrastructure, and changing how operators work — but the fundamentals still win.
