Casper's has a golden opportunity to buy them and flip the smart sleep biz. Plus, Bryan Porter’s eCom wisdom in 9 threads.
Laird Superfood made 1 understandable, but tragic mistake, and it's too expensive to correct. My quick take on how the Fed rates impact this holiday.
Canada Goose could 10x their biz using a few creative strategies + tripling down on area of excellences. Plus I’ve gone deep down the yield optimizing path.
Today we’re breaking down the size of Shopify largest stores and demystifying how many big brands there really are. I also have to ask the most important question, is upgrading to Shopify Plus worth it? And do they want you to?
Getting FIGS back on track is just what the Dr. ordered (and we’re the Doctor on call). Plus, I talked on DTCx8 this week. Here are my 5 holiday hacks to win BFCM ‘24.
Luxottica is uniquely positioned to continue to roll up + dominate the eyewear market (and change the future via wearable tech) in the process. Plus, the big biz secret about invoices.
Unless new grillmasters step in, Traeger’s toast—and we have the PE BBQ apron at the ready. Plus how much is everyone else growing.
Netflix is doomed to lose to Big Tech in the Content Wars, but with a few ambitious moves, it might just be standing alongside them in the end. Plus, why you always need partners.
Warby is in a fascinating, dangerous place: they need to aggressively cut costs and more carefully expand their retail footprint to reach the next level of profitability and growth. But can they?
For Shopify to hit a $1T valuation, it needs to completely disrupt retail the same way it disrupted eCom. Kohl’s is their way in. Plus, the value of over-delivering in key moments.
Hims could become the greatest DTC Brand of all time: they’re uniquely positioned to disrupt Big Pharma. Plus, why I got into PE > everything else to build wealth.
Black Rifle Coffee is falling prey to the same mistakes that every other DTC darling made. Only strong leadership (we) can fix it. Plus, how I’m getting 5% on my liquidated 401ks before deploying that capital.
