The hottest Retail Substack posts right now

And their main takeaways
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Top Finance Topics

The Questions Guiding IKEA's Future

Ruben Ugarte's Growth Needle™ • 39 implied HN points • 09 Jan 24
💼 Business Retail Marketing Innovation Economics Urban planning
  1. IKEA is looking at new ways to adapt by experimenting with smaller stores in downtown areas. This change could help them reach more customers who live in cities.
  2. The success of IKEA's regular big stores is leading to new ideas that might involve more innovative shopping experiences. They are trying to think outside the box to keep their business thriving.
  3. Nordstrom's closure in Canada shows that even popular locations can face challenges. It highlights the need for companies like IKEA to be flexible and responsive to market demands.

The collapse of Alibaba’s New Retail? - Part 2: Hypermarkets, Supermarkets and Convenience Stores

Tech Buzz China Insider • 19 implied HN points • 30 Mar 24
💼 Business Retail E-commerce Technology Investments Supermarkets
  1. Alibaba's New Retail strategy faced challenges and issues over the years, leading to significant organizational changes and reversals in course.
  2. The article explores Alibaba's investments in hypermarkets and supermarkets, examining their performance in the past eight years.
  3. Hema (Freshippo), Alibaba's self-operated supermarket startup, has been experiencing rapid developments and both successes and failures.

What the demise of Sears teaches us about strategy

Ruben Ugarte's Growth Needle™ • 59 implied HN points • 20 Sep 23
💼 Business Strategy Retail Identity Marketing History
  1. Knowing who you are as a business is really important. Sears changed its identity multiple times, which helped it grow in the beginning, but not knowing who they were later on hurt them.
  2. Sears' shift from a catalog seller to a retail store showed that businesses should adapt to changes in the world. They had to think ahead about where their stores should be to meet customer needs as habits shifted.
  3. When businesses don't have a clear identity, they can make confusing decisions that lead to failure. A strong identity helps guide choices and keeps companies focused on what they do best.

Death to DTC? Enabling the future of cross-channel commerce

Equal Ventures • 138 implied HN points • 07 Jun 22
💼 Business E-commerce Retail Marketing Logistics Financing
  1. The acceleration of e-commerce due to COVID led to a significant shift in consumer behavior towards online shopping, particularly in categories like groceries.
  2. Direct-to-consumer (DTC) brands are facing challenges with rising customer acquisition costs, impacting their margins and leading to a shift towards omnichannel strategies for survival.
  3. New business models are emerging in retail, emphasizing the importance of marketplaces, brick-and-mortar stores, and multi-channel management software to drive growth for merchants in a rapidly evolving landscape.
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The Unbundling of Retail

Equal Ventures • 59 implied HN points • 23 Jan 23
💼 Business Retail E-commerce Startups Investment Operations
  1. Economic fundamentals in retail are shifting, highlighting the limitations of a direct-to-consumer-only strategy.
  2. Traditional principles like vertical integration may not always lead to better outcomes in the retail industry, as seen with several DTC brands.
  3. Outsourcing non-core functions and embracing the 'Great Unbundling' can help emerging brands achieve economies of scale and operational excellence in the retail sector.

The $650m+ Spirit Halloween business

SatPost by Trung Phan • 84 implied HN points • 29 Sep 23
💼 Business Retail Real Estate
  1. Spirit Halloween is a massive seasonal business making over $650m a year in only 2 months.
  2. The success of Spirit Halloween is due to its pioneering pop-up store model and the US Halloween Industrial Complex.
  3. The business's real estate operation includes over 1,450 locations set up in strategic areas to capture foot traffic.

Shloop is The Sustainable Footwear Manufacturer of The Future

Warming Up to Climate Tech • 39 implied HN points • 23 May 23
🪞 Fashion & Beauty Sustainability Manufacturing Materials Brands Retail
  1. Shloop manufactures sustainable footwear using algae-based materials to fight climate change.
  2. The company aims to revolutionize the footwear industry by integrating sustainable materials and advanced recycling processes.
  3. Shloop focuses on providing transparent and sustainable products to footwear brands at a fair price, offering smaller batch runs and prototyping services.

Commerce Flows vs. Capital Flows

Equal Ventures • 39 implied HN points • 02 Mar 23
💼 Business Ecommerce Venture Capital Retail Investment Brands
  1. The strategy of focusing solely on DTC (direct-to-consumer) is no longer a sustainable path for most brands.
  2. There's a significant mismatch between the amount of venture capital flowing into ecommerce businesses and the actual share of commerce that DNVBs (digitally native vertical brands) hold.
  3. More investment is needed in areas like brick-and-mortar retail, off-price channels, and wholesale, where the potential for economic growth far exceeds current VC interest.

"This is pointless"

SatPost by Trung Phan • 132 implied HN points • 25 Feb 23
💼 Business Entrepreneurship Economics Marketing Retail Innovation
  1. Persistence and time are crucial in achieving success, like the story of James Dyson's long journey to create the bagless vacuum.
  2. Compounding effort and time can lead to significant achievements, as seen in the success of Jack Butcher's NFT project.
  3. Investing time in a worthwhile endeavor is valuable, as time is a powerful multiplier in achieving success, illustrated by Warren Buffett's success later in life.

The Point of No Return? A New Model for Reverse Logistics

Equal Ventures • 59 implied HN points • 11 Oct 22
💼 Business Logistics Ecommerce Retail Returns Inventory
  1. Ecommerce returns have surged, leading to unsustainable cycles of returns. Covid-19 exacerbated this trend, with around 40% of retailers easing return policies, resulting in return rates of 20% for ecommerce.
  2. Returns are costly for retailers due to logistics expenses. Online returns can cost retailers approximately 21% of the order value, and long returns processes lock up inventory, impacting retail profitability.
  3. Major retailers like Amazon have mastered optimizing returns through dedicated processing centers. Democratizing this capability to all brands is essential for efficient returns management.

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.

Decoding Holiday Promos: A Data Score Interview with Flywheel on Fashion Industry Pricing Trends

The Data Score • 19 implied HN points • 11 Dec 23
💼 Business Retail Data Analysis Fashion Industry Marketing
  1. The fashion industry in the US is promoting more aggressively this holiday season, with an increase in the percentage of products discounted and a decrease in average percentage markdown compared to last year.
  2. 48% of fashion retailers are promoting more aggressively this year, while 48% are promoting less aggressively, showing variations in promotional strategies among different brands.
  3. Flywheel's web-mined pricing data indicates a response to the holiday season through increased discounting activity, leading to a greater percentage of products being sold out.

Introducing Ghost - A B2B marketplace to solve for >$1T of excess inventory

Equal Ventures • 59 implied HN points • 19 Jul 22
💼 Business Marketplace Inventory Startup Investment Retail
  1. There was a significant rise in excess inventory due to supply chain challenges, leading to potential losses of over $1T annually.
  2. Ghost is a B2B marketplace created to help brands manage and liquidate excess inventory efficiently.
  3. The founders of Ghost, Josh Kaplan and Dee Murthy, demonstrated remarkable success with the platform in a short period, showing strong product-market fit.

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 Consumer and Retail Spending Hedge

Ben’s Newsletter • 39 implied HN points • 28 Sep 22
💼 Business Retail Consumer E-commerce Finance Data Analytics
  1. Consumers are changing their shopping habits due to rising prices. Many people are looking for discounts, shopping less, or sticking to essential purchases.
  2. Despite the pressure, people are still spending but are choosing cheaper options or smaller amounts. It's all about making trade-offs with their money.
  3. Retailers are facing challenges with excess stock and returns. They need new ways to sell off inventory without heavily discounting, which can hurt their profits.

The Looting Conspiracy

The Corbett Report • 25 implied HN points • 27 Aug 23
🇺🇸 U.S. Politics Conspiracy Crime Retail Economy Policy
  1. Shoplifting and looting are increasing globally, causing businesses to shut down and leading to various explanations but none are addressing the core issue.
  2. Retailers adopting no-confrontation policies and implementing increased security measures in response to rising theft may be exacerbating the problem.
  3. To counter the technocratic solutions to shoplifting, individuals can support local businesses, engage in peer-to-peer transactions, and boycott stores with invasive security measures.

In the Early Innings of Ecommerce

Ben’s Newsletter • 79 implied HN points • 08 Jun 21
💼 Business Ecommerce Retail Marketing Technology Customer Experience
  1. Ecommerce is growing quickly, attracting more retailers and shoppers every year. Companies need to improve their processes to offer better customer experiences.
  2. Using social media for shopping is becoming very popular. It allows customers to discover products through their friends and communities.
  3. Personalization is important for online shopping success. Customers are more likely to buy when they feel the experience is tailored to their needs.

Congratulations to Leap on its $50M Series B

Equal Ventures • 19 implied HN points • 28 Jan 22
💼 Business Retail Investment Startups Funding Expansion
  1. Leap, a retail platform, raised $50M in its Series B led by BAM Elevate, showing significant growth post-pandemic.
  2. Covid accelerated digital transformation, impacting the retail sector, but Leap's unique business model simplified complexities and drove costs down, leading to industry-leading results.
  3. With this funding, Leap plans to scale its platform from dozens to hundreds of locations, meeting customer demand and enhancing profitability for both the company and its customers.

The Rebirth of Retail

Equal Ventures • 19 implied HN points • 08 Sep 21
💼 Business Retail Investment Economics Business Growth
  1. Establishing a shared offline retail platform using data optimization can result in a monopolistic advantage.
  2. Leap, a retail platform, showed resilience during the pandemic and demonstrated success in improving store performance and payback periods.
  3. The platform dynamics of Leap have led to lower operating costs, higher revenue, and increased brand trust, positioning it as an effective retail platform.

The Z-Axis

Tigerfeathers! • 4 implied HN points • 25 Oct 23
💼 Business Marketing Innovation Entrepreneurship Retail Brand building
  1. In 1983, Nestl\u00e9 had to think outside the box to introduce Maggi Noodles to India, a market unfamiliar with instant noodles.
  2. The success of Maggi Noodles came from targeting children as the primary consumers and positioning the product as a snack, not a meal.
  3. Nestl\u00e9's innovative marketing strategies, like using hanging baskets in stores, played a crucial role in making Maggi a staple in Indian households.

Retail investors and earnings surprises

Klement on Investing • 2 implied HN points • 07 Mar 24
💰 Finance Investing Retail Market Efficiency Stocks
  1. Retail investors often trade based on noise rather than fundamental information, impacting market efficiency.
  2. Retail investors tend to buy stocks with low price momentum and large earnings surprises, leading to market mispricing.
  3. Post earnings announcement drift is influenced by retail investors and can be seen in stocks with low institutional ownership.

Apple Tysons Corner: A new chapter

Tabletops • 2 HN points • 18 May 23
💼 Business Retail Customer Experience Sustainability Accessibility Design
  1. Apple Store at Tysons Corner underwent a comprehensive redesign, emphasizing the return of the Genius Bar and innovative product discovery spaces.
  2. Accessibility was a key focus, with lowered tables and widened aisles to enhance wheelchair accessibility, along with hearing loop systems for those hard of hearing.
  3. The store showcases fresh takes on traditional Apple Store features, such as Avenues and Apple Pickup, with new design elements like sustainable materials and updated layouts.

Hook Me Up With Some Chicken

We're Gonna Get Those Bastards • 2 implied HN points • 26 Jan 24
💼 Business Finance Sales Retail
  1. Sales of the book 'NO WORRIES: How To Live a Stress-Free Financial Life' have been strong, leading to Amazon running out of stock.
  2. Purchase a copy of the book from Barnes & Noble and consider leaving a review on Amazon to help promote it.
  3. The book aims to challenge traditional personal finance advice and start a revolution in financial thinking.

🥟 Chao-Down #251 DeepMind's latest AI AlphaGeometry aces high-school math, FDA approves an AI product that predicts cognitive decline, MIT researchers use AI to identify new class of antibiotics

Chaos Theory • 0 implied HN points • 18 Jan 24
🕹 Technology AI Health Research Elections Retail
  1. Google's DeepMind developed AI AlphaGeometry that excels in high school math
  2. FDA approved an AI product for predicting cognitive decline
  3. MIT researchers used AI to discover a new class of antibiotics

The Retail Revolution (Part 2/2) 🛍

Digital Native • 0 implied HN points • 01 Mar 23
💼 Business Retail Technology Sustainability E-commerce Finance
  1. The retail landscape has shifted from traditional malls to digital-first strategies like immersive virtual worlds.
  2. AI tools are helping consumers navigate through overwhelming product choices, especially in online shopping platforms like Amazon.
  3. Sustainable commerce is on the rise with a focus on secondhand markets, excess inventory management, and cleaner practices due to increasing environmental concerns.