The hottest Retail Substack posts right now

And their main takeaways
Category
Top Finance Topics
Blackbird Spyplane 1019 implied HN points 17 Oct 24
  1. James Coward has released an exclusive capsule collection that includes jackets and button-ups. The pieces are made with high-quality materials from a reputable mill.
  2. Canoe Club and Engineered Garments are launching their second collaboration featuring hooded jackets inspired by classic outdoor styles. These jackets are designed for comfort and practicality.
  3. A giveaway event is being held for four jackets from the Canoe Club x Engineered Garments collection. Interested participants can enter through a simple button click in the email.
Blackbird Spyplane 1238 implied HN points 10 Oct 24
  1. Entering 'Acquisition Armistice' mode means taking a break after making big purchases. It's about enjoying what you have rather than constantly buying more.
  2. The Blackbird Spyplane x Obōz sneaker launch was a huge success, selling out quickly. It shows the strong connection with the community and the demand for unique products.
  3. The NYC trip included fun events, art, and a vibrant party scene. It was a great mix of culture and socializing, highlighting the city's creative energy.
Gad’s Newsletter 23 implied HN points 25 Nov 24
  1. Returns during the holiday season are rising, causing challenges for both shoppers and stores. Retailers are changing their return policies to manage costs and customer satisfaction better.
  2. Some companies are offering return-less refunds, where customers keep the items without returning them. This helps stores save money on shipping and processing, but it can create confusion about who benefits from these policies.
  3. Retailers are using new strategies to reduce returns, like providing customers with better information to help them make good choices. Companies need to balance easy returns while being mindful of costs and environmental impacts.
Popular Information 11556 implied HN points 31 Oct 23
  1. Target closed stores due to theft, but data showed lower levels of theft in those locations.
  2. Retailers like Target may be using theft to cover up other issues affecting their businesses.
  3. The cost of organized retail crime is a small fraction of total retail losses, with operational errors and employee theft accounting for the majority of shrink.
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Gad’s Newsletter 29 implied HN points 18 Nov 24
  1. Retail shrinkage is a big issue caused by theft, damage, or errors, and it frustrates both businesses and honest customers. When retailers put products behind lock and key to prevent theft, it can make shopping hard for people just trying to buy what they need.
  2. Using technology can help reduce shrinkage while keeping customers happy. Retailers can use things like mobile apps or surveillance systems to spot theft, but they also need to make sure shopping remains a good experience.
  3. Understanding people's behavior is key to reducing theft, especially with self-checkout systems. Designing better systems and providing reminders can help prevent accidental theft, making it easier for everyone to shop without issues.
PETITION 2456 implied HN points 28 Jan 24
  1. The post discusses underperforming retailers like The Container Store Inc. ($TCS) specializing in storage solutions.
  2. The Container Store Inc. is known for its premium pricing compared to competitors for products like coat hangers and laundry baskets.
  3. The company's history involves acquisitions by PE firm Leonard Green and Partners LP and an IPO in 2013.
Off to Lunch 1356 implied HN points 19 Jan 24
  1. Tata Steel is cutting 2,800 jobs in the UK by closing two blast furnaces to shift to electric arc furnaces.
  2. The job cuts are part of a plan to reduce carbon emissions and transform the Port Talbot facility into a center for green steelmaking.
  3. The UK faces a significant drop in retail sales, potentially signaling a risk of falling into a recession.
Snaxshot 459 implied HN points 03 May 24
  1. Foxtrot Market details and liquidation discussed in this post.
  2. Bettergoods described as Yassified Walmart, with comparisons to Erewhon and hypebeast grocers.
  3. Coverage of Crunchy teens crusade against BigFood and curation of new products.
Snaxshot 419 implied HN points 23 Apr 24
  1. Foxtrot Market has ceased operations, which is a developing story.
  2. There is a need for a 7-day free trial to access more details about the situation.
  3. The closure of Foxtrot Market is a significant loss, impacting stores, employees, and staff.
Why is this interesting? 723 implied HN points 28 Feb 24
  1. Sir Paul Smith discovered Aesop deodorant during his travels and appreciates the brand's growth near his stores, showing a positive outlook on retail piggybacking.
  2. Collaboration between stores serving the same customer base can create a positive synergy benefiting all, contrary to a strategy of spiteful competition.
  3. Over-association with another brand can potentially impact the image and story of an independent brand negatively, as seen in Aesop's evolution and potential risks for Sir Paul Smith's brand.
Snaxshot 219 implied HN points 05 Jun 24
  1. The post discusses the topic of whether Foxtrot Market can be redeemed, sharing a mix of anger, doubts, and hope.
  2. The author received a lot of messages about the Foxtrot Market post, leading to the decision to delay the scheduled issue to focus on this topic.
  3. The post is for paid subscribers of Snaxshot, emphasizing support for deep dives, curation, and news commentary.
The Sociology of Business 657 implied HN points 29 Jan 24
  1. Short-term thinking in brand-building focuses on quick sales, leading to discount-dependency, while long-term prioritizes full-funnel strategy and brand desirability.
  2. Brand strategy goes beyond marketing, involving product design, retail, and cultural influence for modern retail success.
  3. Brand management emphasizes organizational cooperation, cultural awareness, and coordination across departments to renew brand perception and maintain relevance.
TSOH Investment Research Service 687 implied HN points 05 Oct 23
  1. Costco's strategy of providing quality goods and services at low prices has contributed to its ongoing success and growth.
  2. The Executive Membership program at Costco, where members spend 3x more, has significantly impacted the company's revenue streams.
  3. Costco's focus on customer loyalty and satisfaction through programs like Executive Membership has created a positive cycle of increased spending and adoption.
SatPost by Trung Phan 435 implied HN points 17 Feb 24
  1. Hermès sells luxury by focusing on craftsmanship, heritage, and long-term thinking, with iconic bags like the Birkin and Kelly embodying these values.
  2. The concept of 'time' is central to Hermès' brand, with leadership emphasizing selling time and creating desire through managed supply and quality craftsmanship.
  3. The history and heritage of luxury brands like Hermès play a significant role in their perceived value, illustrating a strong correlation between brand longevity and luxury status.
Snowball 668 implied HN points 10 Sep 23
  1. A French woman will lead a company on the Nasdaq, reflecting increasing diversity in leadership roles.
  2. The potential impacts of a $100 per barrel oil price include considerations on the US strategic oil reserve.
  3. The microlearning market aims to revamp traditional education models, offering opportunities for individuals to benefit and innovate.
PETITION 334 implied HN points 01 Feb 24
  1. Recent bankruptcies in the corporate sector include companies like Humanigen Inc., Audacy Inc., and Eye Care Leaders.
  2. GOL Linhas Aéreas Inteligentes S.A. filed for chapter 11 bankruptcy in January 2024 due to financial struggles and liquidity issues.
  3. In Rite Aid's bankruptcy case, issues arise regarding store closures, conflicts over lease rejections, and negotiations with stakeholders.
One Thing 217 implied HN points 15 Feb 24
  1. The concept of a boutique has evolved from locally-owned stores with unique goods to a term that is overused and often diluted in online advertising.
  2. Boutiques represent a curated taste experience, but their high prices can make them exclusive and inaccessible to many customers.
  3. The internet provides opportunities for boutique-style businesses to reach wider audiences, but it lacks the physical charm and surprise of an in-person boutique.
High ROI Data Science 297 implied HN points 12 Jan 24
  1. Companies are using Generative AI tools to decrease training times and improve customer service in retail.
  2. Some companies are implementing Generative AI without a clear business problem statement, leading to undefined outcomes.
  3. Retailers like Walmart are strategically using Generative AI to change customer workflows, improve online shopping experiences, and increase revenue.
The Sociology of Business 438 implied HN points 02 Oct 23
  1. IP brands focus on monetizing their intellectual property through various means like merchandising, partnerships, and experiences.
  2. IP-focused retail brands position themselves at the intersection of fashion and popular culture, extending their brand beyond just products.
  3. Strategic rules for IP brands include interstitial storytelling, generating anticipation, creating repeatable narrative anchors, building fandom, and leveraging licensing for brand expansion.