The ‘26 Top 100 Shopify Apps Report for $10m Brands

Our awesome new dashboard now filters to only $10m+ brands.

Flipping ELF from -70% -> the Gen Z L'Oreal

Black Rifle Coffee Company

$398M in revenue. $4.3M in cash. Margin collapsing. BRCC's FY2025 is a masterclass in what not to do.

Diving into SpaceX's Sci-Fi S1

And how TF this thing could possible get to $2T.

Nike will go private this year.

Let's Build out the portfolio of killer brands and get this to $100B/yr biz

Let's Take BigC private

And take on the $15T AI Procurement economy.

LVLUs at $25m Death's door or turnaround?

LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it

Launching Billion Dollar Blunders

Our New Youtube show diving into the meteoric launch & collapse of iconic brands

The Death of Allbirds ($4B - $39m)

The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.

Flipping Lululemon's -50% drop into $50B

We're jumping into the middle of the 2 proxy wars to help turn this premium brand around.

Turning On's $1.2B in cash into a $30B brand

How we're turning On into a generational luxury brand. + Why I shut down my Openclaw this week.

How the TTS algo actually works.

+ Tin foil hat corner. AI Pumping and freaking out.

Solo Stove ($11m) burned itself to the ground.

Solo Brands is down 81% + bleeding out, rev -30% in one year, + they're spending $34M on griddles they can't sell - the fire in their logo makes sense now. Plus, I'm building an AI group.

1% back on Meta spend. Sleep infused ice cream

And Firing your team based on their anthropic usage

The ‘26 Top 100 Shopify Apps Report

Now in Dashboard Form: An even bigger, better, badder, detailed-er report covering the winners, losers, trends, and future of the top Shopify Apps.

Meta Meltdowns. More Exits.

And it's the best time to be a creator. Which I can attest to.

Novo erased $3B of Hims' value. Here's how we get it back.

Hims went from selling boner pills online to a $2.3B telehealth platform, but then Eli Lily erased 18 months of gains - here's how we fix it. Plus, Learning from DTA brands.

DTC Pulse — Week of March 7, 2026

The one-person operator era is here. And the gap got wider this week.

Wayfair is dying - here's the $3B turnaround

It's finally time to kill the failing marketplace and rebuild. Plus, the power of posting on LinkedIn.

DTC Pulse — Week of March 1, 2026

AI is collapsing roles, reshaping infrastructure, and changing how operators work — but the fundamentals still win.

AppLovin is printing money + the market doesn't care

AppLovin is an absolute cash MACHINE. What is the market thinking? Plus, Block didn't fire 40% of their staff because of AI.

Klaviyo's dying. Here's how to save it.

Klaviyo's stock is down 61% on an AI transformation story (with compressing margins). Plus, how I'm re-learning how to work.

Top 5 DTC Conversations 2/16/26

Shopify’s incredible earnings + bad narrative

Shopify posted crazy numbers again, but the stock’s taking a hard hit. Plus, AI is officially good enough to replace or delay hires at Coco.

Buying the Outrageous Amazon Dip

Amazon’s gotten clobbered in the market because nobody gets what they’re really doing—preparing to be the biggest robotics winner. Plus, I’m obsessed with OpenClaw.