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Email ≠ Loyalty (No. 992)

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DTC Power List: Caraway leaps 348 spots | April 20 Update

All Brands Updated

Recent Memos

Deep Dive: Dollar Stores and DTC Luxury

American-owned luxury retail marketplaces have failed while their Chinese competitors have thrived. American-owned dollar stores chains are experiencing their own struggles, closing 100s of stores across multiple retail chains and citing the lack of profitability as the culprit. One class of retailer discounted too often, the other could not discount enough. What gives? The evolution… Continue reading →

April 10, 2024April 16, 2024

Web Smith

Memo: On Solo Brands’ Short Interest

Solo Brands has a funnel problem, not a marketing problem. Here’s how the company can address its short interest, distribution strategy, and marketing effectiveness in one foul swoop. From its start as a relatively unknown brand in the outskirts of Dallas, Texas, Solo Brands has emerged as a paragon of how to conduct business, cultivate… Continue reading →

April 3, 2024

Web Smith

Memo: NIL Revisited / Brand Guide

The transformative potential of Name, Image, and Likeness (NIL) legislation has catalyzed a significant shift, particularly for sports outside of men’s basketball and football. This evolution presents an unparalleled opportunity for brands to forge partnerships that are not only financially lucrative but also rich in cultural and social capital. This, along with a host of… Continue reading →

March 26, 2024March 26, 2024

Web Smith

Data: 3PL Growth 2024

In the evolving industry of global commerce, third-party logistics providers have emerged as pivotal architects of retailer success, crafting the backbone of supply chain management for entities ranging from nascent startups to colossal conglomerates. No, 3PL is no longer just a service sector; it’s an ecosystem – indistinguishable from other elements of a retailer’s brand… Continue reading →

March 19, 2024March 19, 2024

Web Smith

NEW: The Five-Part Forecast Series (September 2023)

The Study

Recent Member Briefs

Members: Loyalty Margin (Continued)

Ten years ago, this month, the Boston Consulting Group released a seminal piece on the economics of loyalty, providing a crucial framework for understanding how loyalty programs can be profitable. This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our… Continue reading →

April 16, 2024April 16, 2024

Web Smith

Members: 10 Data-Driven Beliefs For 2024

Membership Brief Temporarily Unlocked. Staying ahead of emerging trends is paramount. By harnessing the power of data and insights, we can anticipate 10 key beliefs that are more likely to materialize (than not) in the retail, service, and technology spaces, guiding businesses in their strategic decision-making and adaptation to the evolving market dynamics. Belief No.… Continue reading →

March 29, 2024April 3, 2024

Web Smith

Member Intel: Argument Against Antitrust

The late Steve Jobs stands as a monumental architect of modern consumer engagement. His vision for Apple, articulated with characteristic foresight as early as 2010, was not merely to create products but to cultivate an ecosystem so enthralling that customers would find it difficult to leave. This member brief is designed exclusively for Executive Members,… Continue reading →

March 21, 2024March 21, 2024

Web Smith

Member Intel: Mall Resurgence

In American consumer culture, the shopping mall has long stood as a central figure, embodying not just the commercial, but the communal aspects of everyday life. This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and… Continue reading →

March 15, 2024

Web Smith

The Monday letter. Join your colleagues.

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