Apr 20, 2025
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9 min read
Warby has a once-in-50yr opportunity to position itself as a cultural powerhouse + create demand vs. capture it—and we can get them there. Plus, keeping heads down in Q2.
Apr 13, 2025
8 min read
Solo Brands is technically bankrupt, but we can make a bunch of money off some tactical unloading (and save Chubbies in the process). Plus, why you need to make harder decisions ASAP.
Apr 6, 2025
Uncertainty is crushing Lululemon’s stock, but that presents us a legendary opportunity: to optimize, innovate, and collab our way to $100B. Plus, the Coco Monthly update.
Mar 30, 2025
Nike is treading water and fighting off the barbarians at the gate, but we can save them, unlock their next half tril of growth, and ensure they keep doing it for another century.
Mar 23, 2025
4 min read
An even bigger, better, badder, spicier, detailed-er report covering the winners, losers, trends, and future of the top Shopify Plus apps.
Mar 16, 2025
7 min read
Yeti is a pillar of DTC greatness — but there's always room for more growth. We can acquire + expand our way to $15B. Plus, why I needed (and why you need) a hobby.
Mar 9, 2025
How AppLovin grew 900% last year. And how we're going to keep that growth going.
Mar 2, 2025
The 11-figure barnacle on Shopify’s back, but they’re placing the bets to become Salesforce 2.0. Plus, how the 5% rule changed my career.
Feb 23, 2025
I just closed on a Shopify App: Coco AI. Here are the 3 contrarian bets I’m making and while I’ll be successful. And how I sourced the whole deal through LinkedIn.
Feb 16, 2025
Lulu’s is about to go bankrupt, but that doesn’t mean we can’t get a yacht out of it. Plus why you need to steal a PE play and raise your prices more frequently.
Feb 7, 2025
SharkNinja is suffering from “Instant Pot Syndrome,” so we need to roll up our sleeves and streamline the heck out of this biz. Plus why the week after the Super Bowl is a great time to run a promo.
Feb 2, 2025
Sonos is killing itself with mediocre downmarket plays: it’s time they go back to all luxury, all the time. Plus, why mortgages are branding scams.
