Investors are rolling up Amazon stores. And making a killing.

The Amazon marketplace is currently valued at $300B with potential to double in the next 5 years.

Rob Litterst • July 15, 2021

If you want to be an Amazon vendor, you may have to give up some equity

Amazon has done 80+ deals in which it asks for stock warrants in exchange for a vendor deal.

Trung T. Phan • July 2, 2021

Wayfair thinks AR/VR shopping is the future of retail

Wayfair co-founder Steven Conine thinks future-us will shop for furniture using 3D models of our homes.

Juliet Bennett Rylah • June 25, 2021

Etsy buys ticket to the cool kids’ table with $1.6B Depop acquisition

Online marketplace Etsy dropped $1.6B to acquire a leading Gen Z second hand fashion platform.

Kolby Hatch • June 7, 2021

Warby Parker sets its sights on more in-person retail

Warby Parker is adding 25% more brick-and-mortar locations, betting that post-COVID shoppers will want the hybrid experience.

Juliet Bennett Rylah • June 7, 2021

Americans are prepping for the post-COVID world… by buying deodorant and toothpaste

Sales are up for deodorant, toothpaste, luggage, and condoms. But down for toilet paper and baking soda.

Kolby Hatch • June 2, 2021

Digits: Hockey inflation, a condom surge, and $11m wolves

Plus: Airbnb released 100+ upgrades, and AI lawmakers are a hit.

Jacob Cohen • June 1, 2021

Want to squeeze every last drop out of a toothpaste tube? Now you can.

Colgate-Palmolive is commercializing a technology that creates slippery surfaces. Its first product: a toothpaste called Elixir.

Trung T. Phan • May 25, 2021

Snap’s big push into ecommerce

Snap users will be able to try on clothes and buy products straight from the app.

Trung T. Phan • May 24, 2021

Boomers are moving online. How are companies coping?

Baby boomers are jumping online. Brands need to respond with new products and better UX.

Trung T. Phan • May 12, 2021

The world’s largest jeweler is ditching diamonds-au-naturel

Pandora is aligning itself with millennial spending habits and going all in on lab-grown diamonds (which are much more ethical than the real things).

Trung T. Phan • May 10, 2021

In huge demand right now: Warehouses

The ecommerce explosion is making logistics real estate a hot commodity… but there’s a lack of supply.

Trung T. Phan • May 4, 2021

H&M, Adidas, and Nike are facing boycotts in China. Why?

Labor practices in the cotton industry in China’s Xinjiang region have become a hot point for global fashion brands.

Trung T. Phan • April 6, 2021

The direct-to-consumer powerhouse you’ve probably never heard of

A little-known firm is quietly powering the direct-to-consumer efforts of some of the world’s biggest brands.

Zachary Crockett • March 25, 2021

Coupang is the ‘Amazon of South Korea.’ But there is a key difference.

While Coupang dominates ecommerce in South Korea, it’s missing the cash-printing machine known as Amazon Web Services.

Kolby Hatch • March 15, 2021

Coming to a retail curbside near you: samples, and lots of ’em

CPG brands are adapting to the pandemic by dropping samples into curbside pickups.

Kolby Hatch • March 12, 2021

Target says it took $9B in sales from competitors. How?

Target’s sales in 2020 hit ~$94B, up 20% YoY. The retailer’s bet on digital, real estate and merchandise are paying off.

Trung T. Phan • March 3, 2021

The pandemic is ushering in a new wave of office and warehouse robots. Will the trend continue?

The pandemic has ushered in a new era of automation that’s here to stay.

Trung T. Phan • January 20, 2021

Marc Lore, the David to Amazon’s Goliath, will step down as Walmart’s e-commerce chief

Marc Lore has been taking Amazon on for decades, from Diapers.com to Jet.com to Walmart.

Trung T. Phan • January 18, 2021

Crocs had a massive 2020. How?

Crocs may be ugly, but the foam clog’s financials are hot.

Jacob Cohen • January 13, 2021

The FAA just moved drone deliveries one step closer to your front door

New regulations make it easier and safer for drones to do business in the sky, but privacy concerns abound.

Jacob Cohen • January 6, 2021

The luxury market is transitioning to ecommerce — and China is leading the pack

Luxury ecommerce sales will reach $58B in 2020, up 48% YoY. The major innovations in the space are coming from China.

Trung T. Phan • December 15, 2020

The extended warranty experience sucks. Extend raised $57m to make it better.

Extend offers a “digitally native” warranty solution that is a more transparent (and faster) experience for customers and merchants.

Trung T. Phan • December 11, 2020

OXB Studio lost 90% of its revenue overnight. Now, it’s making a comeback.

This maker of sweat proof jewelry went from $3k of online sales in January to $94k in October.

Trung T. Phan • November 23, 2020

Etsy’s growth hack: face masks

Sales of face masks have turbocharged Etsy’s platform, which could sell in $8-9B in gross merchandise value (GMV) this year.

Trung T. Phan • November 13, 2020

Supreme was just acquired for $2.1B. Here’s how Japan made the fashion brand huge.

Supreme started as a skate shop in New York but built its $2.1B brand in Japan.

Trung T. Phan • November 11, 2020

Supreme’s most expensive items

Some of the most expensive Supreme items on the marketplace Grailed.

Trung T. Phan • November 11, 2020

With social commerce on the rise, Shopify’s tie-up with TikTok makes a lot of sense

Shopify’s new partnership with TikTok allows users to run marketing campaigns for the video app right in their Shopify dashboard.

Trung T. Phan • October 28, 2020

The Gap’s turnaround plan includes a lot of athleisure (and Kanye)

The Gap is shutting down 30% of its stores (Gap, Banana Republic) by 2023 while making big bets on Athleta and Kanye.

Trung T. Phan • October 27, 2020

You should know about MercadoLibre, the $66B ‘Amazon of Latin America’

MercadoLibre -- Latin America’s leading ecommerce platform -- is copying Alibaba’s playbook and taking over finance.

Trung T. Phan • October 21, 2020

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