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Instacart & The eCom Grocery Revolution

Dec 3, 2023

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14 min read

Instacart & The eCom Grocery Revolution

Instacart signals how modern Grocery in the US is changing, but they probably won’t win in the end.

Jeremy Horowitz
Jeremy Horowitz
Thankful for you + $4.1B

Nov 26, 2023

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4 min read

Thankful for you + $4.1B

Going to be a short one this week. As we're gearing down Black Friday and kick starting Cyber Monday

Jeremy Horowitz
Jeremy Horowitz
Taking Chewy to the Moooooooon!

Nov 19, 2023

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15 min read

Taking Chewy to the Moooooooon!

Is Chewy the next Amazon? Plus, this history of Black Friday.

Jeremy Horowitz
Jeremy Horowitz
Analyzing the 100 Biggest Brands on Shopify

Nov 12, 2023

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31 min read

Analyzing the 100 Biggest Brands on Shopify

We have a list for the ages: a quick profile for each brand on the Top 100 Shopify Brands list.

Jeremy Horowitz
Jeremy Horowitz
Unleashing AKA Brands

Nov 5, 2023

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14 min read

Unleashing AKA Brands

We have a 25-step BFCM Checklist coming at you, plus a breakdown around AKA Brands making the mistakes we keep seeing.

Jeremy Horowitz
Jeremy Horowitz
Blue Apron = Dumbest Acquisition of 2023

Oct 29, 2023

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12 min read

Blue Apron = Dumbest Acquisition of 2023

Wonder Group stupidly bought Blue Apron, and we’re just left scratching our heads.

Jeremy Horowitz
Jeremy Horowitz
Save Zombie-Birds w/ Wholesale

Oct 22, 2023

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9 min read

Save Zombie-Birds w/ Wholesale

Allbirds has NEVER made profits. With 4 years of cash in the bank, Allbirds will have time to outgrow its zombie status.

Jeremy Horowitz
Jeremy Horowitz
Rent the Runway Fire Sale

Oct 15, 2023

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11 min read

Rent the Runway Fire Sale

We’re taking Rent the Runway to the cleaners and Analyzing Verticals of the Top 100 Shopify Brands.

Jeremy Horowitz
Jeremy Horowitz
Saving Wolverine from itself

Oct 8, 2023

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11 min read

Saving Wolverine from itself

Wolverine slipped, but it doesn’t have to fall. Plus, some unsolicited holiday advice.

Jeremy Horowitz
Jeremy Horowitz
WTF Happened to Amyris?

Oct 1, 2023

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12 min read

WTF Happened to Amyris?

Analyzing the monumental downfall of a mismanaged biz.

Jeremy Horowitz
Jeremy Horowitz
Riding ELF’s 1,000% growth!

Sep 24, 2023

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11 min read

Riding ELF’s 1,000% growth!

Breaking down how we can ride ELF’s dominating stock position.

Jeremy Horowitz
Jeremy Horowitz
Propelling Wayfair to $16B exit

Sep 17, 2023

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10 min read

Propelling Wayfair to $16B exit

Wayfair’s in bad shape; Plus, the people who’ll change your life.

Jeremy Horowitz
Jeremy Horowitz
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Let's Buy a Biz!

Let's Buy a Biz!

Weekly newsletter covering how I would take over an Ecom company if we acquired it.


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