Breakups (of big tech) are hard
Breaking up Big Tech is a big ask, while spinoffs might actually be more valuable than keeping them…
What if the market can't surf the Blue Wave?
The counter-argument to the market impact of a Blue Wave election might have nothing to do with a massive stimulus or government composition…
White Claw Winter
White Claw sales as an economic indicator…
The great rationalization of physical retail
25,000 stores are expected to close this year, and what's left might look different from your traditional retail model…
The J-Curve is real, and it's spectacular
Big payoffs for companies that invested in omnichannel…
What if apparel, fashion, and luxury never bounce back?
[Note: Originally published May 18, 2020 on my now-defunct Substack] The consensus view out there is for things to go back to normal. All we need is a vaccine or some very effective treatment, and we can kick COVID aside and return to our normal, fancy lives instead of sweatpants…
Wayfair and Peloton show we're getting ready to hunker down indoors for the long-run
Let's talk about "stay-at-home" leverage…
Retail may be dying, but it won't take cities down with it
Cities have faced mortal threats before - and COVID-19 is just the latest challenge urban areas will overcome…