Sep 14, 2024
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12 min read
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?
Sep 8, 2024
16 min read
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.
Sep 1, 2024
14 min read
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.
Aug 25, 2024
18 min read
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.
Aug 18, 2024
21 min read
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.
Aug 11, 2024
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?
Aug 4, 2024
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.
Jul 28, 2024
13 min read
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.
Jul 21, 2024
15 min read
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.
Jul 14, 2024
It may seem far-fetched, but if MSFT bought SHOP, it could (lucratively) turn the eCom world on its head and usher in the future. Plus, the importance of deal terms in M&A.
Jul 7, 2024
Revolve hasn’t done anything catastrophic, but the big ship is slowly taking on water. Plugging the leak now will be key to long-term health. Plus, how our 3 deals falling apart has created a massive time saving for me.
Jun 30, 2024
17 min read
Crocs is entering legendary brand status, and we don’t have many notes for them. But let’s talk about 2xing the brand and expanding its portfolio. Plus, I give the full breakdown of why I just liquidated my 401ks.
