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.
May 10, 2026
5 min read
And take on the $15T AI Procurement economy.
May 3, 2026
6 min read
LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it
Apr 26, 2026
Our New Youtube show diving into the meteoric launch & collapse of iconic brands
Apr 19, 2026
The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.
Apr 12, 2026
13 min read
We're jumping into the middle of the 2 proxy wars to help turn this premium brand around.
Apr 5, 2026
8 min read
How we're turning On into a generational luxury brand. + Why I shut down my Openclaw this week.
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
