Oct 27, 2024
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15 min read
The sign of luxury brand success is an LVMH exit, and we’re gonna make it happen with Moncler. Plus, why we need to make July 4 into Christmas 2.0.
Oct 20, 2024
14 min read
Everything about RH’s P&L is wrong, and they’re betting the farm despite the market not being in their favor...So, we’re shorting this biz. Plus, why operators need to become financial engineers and vice-versa.
Oct 13, 2024
Let’s Create A Bank...With Affirm. Affirm can 10x over the next decade by focusing on Consumer, but only we can make that happen. Plus, my changed investing philosophy.
Oct 6, 2024
16 min read
Casper's has a golden opportunity to buy them and flip the smart sleep biz. Plus, Bryan Porter’s eCom wisdom in 9 threads.
Sep 29, 2024
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.
Sep 22, 2024
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.
Sep 14, 2024
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
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
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?
