The hottest Retail Substack posts right now

And their main takeaways
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Top Finance Topics

UPDATE: The truth about Target 

Popular Information • 11556 implied HN points • 31 Oct 23
🇺🇸 U.S. Politics Legislation Retail Senators Statistics Crime
  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.

💥Leaky Container💥

PETITION • 2456 implied HN points • 28 Jan 24
💰 Finance Stocks Retail Investing Company analysis Economy
  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.
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The Retail Piggybacking Edition

Why is this interesting? • 723 implied HN points • 28 Feb 24
🎭️ Culture Fashion Retail Brand Design Art
  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.

2,800 jobs to go...

Off to Lunch • 1356 implied HN points • 19 Jan 24
💼 Business Economy Industry Politics Environment Retail
  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.

How Hermès Sells "Time"

SatPost by Trung Phan • 435 implied HN points • 17 Feb 24
💼 Business Marketing Finance Heritage Retail
  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.

Why brand comes first

The Sociology of Business • 648 implied HN points • 29 Jan 24
💼 Business Brand Management Organizational Design Marketing Retail Product Design
  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.

💥One down, eleven to go...💥

PETITION • 334 implied HN points • 01 Feb 24
💼 Business Bankruptcy Legal Finance Retail Consulting
  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.

🟧 Is boutique a bad word?

One Thing • 217 implied HN points • 15 Feb 24
🎭️ Culture Fashion Retail Internet Art Aesthetics
  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.

What Are Companies Doing With Generative AI? A Tale Of 3 Strategies.

High ROI Data Science • 294 implied HN points • 12 Jan 24
🕹 Technology AI Retail Data Strategy E-commerce
  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.

"I'll Never Sell A Share"

TSOH Investment Research Service • 687 implied HN points • 05 Oct 23
💼 Business Retail Company strategy Expansion
  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.

❄️ 🍅 Une Française va diriger une boîte du Nasdaq

Snowball • 668 implied HN points • 10 Sep 23
💼 Business Startups Stock Market Economy Tech Retail
  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.

Something strange is happening at JB Hi-Fi.

Boiler Room • 117 implied HN points • 23 Jan 24
💼 Business Retail
  1. JB Hi-Fi's growth is linked to the resurgence of vinyl sales.
  2. The chain's unique approach to retail, offering a mix of vinyl records and tech gadgets, is attracting customers.
  3. Their expansion plans include opening over 20 new stores, doubling their presence in New Zealand.

10 rules of IP brands

The Sociology of Business • 432 implied HN points • 02 Oct 23
💼 Business Branding Marketing Retail Intellectual Property Fashion
  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.

Apple Hongdae opens

Tabletops • 78 implied HN points • 22 Jan 24
🕹 Technology Retail Product Launch Tech news
  1. Apple opened a new store, Apple Hongdae, in Seoul, making it the seventh Apple Store in the city.
  2. Apple is celebrating the Year of the Dragon with special promotions, products, and events in Asia.
  3. Apple announced the upcoming opening of a new store, Apple Mall of Scandinavia, in Sweden, a rare early announcement for the company.

The Third Network

Net Interest • 29 implied HN points • 23 Feb 24
💼 Business Finance Technology Retail Network Effects Competition
  1. Network effects are a powerful competitive advantage that can drive exponential growth.
  2. Overcoming the cold-start problem is crucial for new platforms to gain traction and reach a tipping point where growth becomes self-sustaining.
  3. Building a network requires strategic partnerships, operational efficiency, and continuous innovation to maintain and expand its reach and impact.

Rethinking the Retail Apocalypse: A Closer Look at Retail’s Evolution

Gad’s Newsletter • 23 implied HN points • 12 Feb 24
💼 Business Retail E-commerce Consumer behavior Supply Chain
  1. Despite the rise of online shopping, physical retail locations still play a crucial role in the retail landscape.
  2. The concept of omnichannel retailing, combining online and physical sales channels, has become essential for many retailers.
  3. Understanding consumer preferences and integrating online and offline channels intelligently is crucial for the future of retail.

The Art of the Brief

The Intersection • 138 implied HN points • 04 Oct 23
💼 Business Creativity Marketing Innovation Retail Management
  1. Having a clear and concise brief is crucial for successful creative projects, as it helps guide and shape the final outcome.
  2. Sticking to the initial brief is important, as digital tools have made changes easier, sometimes leading to less decisive decision-making and more revisions.
  3. The best briefs are often concise and inspirational, distilling the project goal into a simple directive that guides and elevates the creative process.