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…
Retail's ecomm first future is now - Amazon, Shopify, and the future of Neiman Marcus
Coronavirus may have pushed ecomm's up timeline by EIGHT years…
Companies are advertising... just not with ads
When you can't advertise during coronavirus, you have to get crafty…
The $5,000 dollar jacket that is the light at the end of the tunnel
On Virgil Abloh, the improbable benchmark for our return to post-coronavirus normalcy…