The hottest Retail Substack posts right now

And their main takeaways
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Roast #28: Coffee Club V4

thoughtfulcoffee • 0 implied HN points • 27 Jul 23
🍲 Food & Drink Coffee Retail Production Tasting
  1. Coffee Club V4 is open for orders featuring unique coffee selections from different exporters.
  2. Boxes have a limit of 50 and offer options for different sizes and shipping or in-person pickup.
  3. Featured coffees include Diego Bermudez Lychee Y-05 Castillo, Gesha Village's Gori Gesha, and Hacienda Sonora's SL-28 with detailed processing information.

Fight to Repair Daily: Friday October 28, 2022

Fight to Repair • 0 implied HN points • 28 Oct 22
💼 Business Technology Legal Sustainability Retail Manufacturing
  1. Apple is switching to USB-C for iPhones in compliance with EU regulations, despite expressing concerns about electronic waste.
  2. Automakers like General Motors and Stellantis are struggling to comply with Massachusetts' right to repair law due to safety concerns, sparking a legal battle with the state.
  3. The FTC approved orders against companies like Harley-Davidson and Weber for illegally restricting consumers' right to repair, leading to corrective actions and potential penalties.

Data Deep Dive: Web Mining Shows Inflections in Apparel Sector Results

The Data Score • 0 implied HN points • 27 Jul 23
💼 Business E-commerce Data Analytics Retail Marketing Risk management
  1. Monitoring price trends is crucial for understanding and analyzing competitive value and market strategies of businesses.
  2. Web-mined pricing data can provide early insights into companies' pricing strategies and their ability to execute them.
  3. Analyzing web-mined pricing data requires proper cleansing, enrichment, and interpretation, considering limitations such as data gaps and differences between online and offline prices.

Equal’s POV on Investing in Retail

Equal Ventures • 0 implied HN points • 21 Jun 23
💼 Business Investing Retail Technology Profitability
  1. VCs heavily invested in digital-first commerce, but rising costs and unprofitability among DTC brands show challenges in changing retail margins.
  2. The retail industry faced significant inventory challenges during the COVID-19 pandemic, highlighting the importance of effective inventory management for margins.
  3. There is a renewed focus on profitability and fundamentals within brands and retailers, with a trend towards optimizing margins through omnichannel strategies and managed marketplaces.

Equal's 2023 Research POV

Equal Ventures • 0 implied HN points • 17 Jan 23
💼 Business Retail Supply Chain Insurance Climate
  1. Retail sector is shifting focus from growth to fundamentals due to choppy economic conditions in 2023. Brands outsourcing non-core competencies like brick & mortar retail.
  2. Supply chain disruptions persist in 2023. Opportunities in restructuring manufacturing supply chains, filling labor gaps, and managing freight market downturn.
  3. Insurance sector sees focus on profitability, capital efficiency, and product differentiation. Trends in specialty lines, embedded solutions, and broker digitization.
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Equal Ventures Focus Area: Retail

Equal Ventures • 0 implied HN points • 12 Aug 20
💼 Business Retail E-commerce Infrastructure
  1. The retail industry has experienced significant shifts towards eCommerce, especially due to the impact of COVID-19, leading to opportunities for innovation and detachment from platform dependency.
  2. The rise of the circular economy for used and rented goods and the growth of digital grocery present exciting trends within the retail sector, creating opportunities for new category leaders and a shift in consumer behavior.
  3. Equal Ventures is focusing on 'The Great Unbundling' within the retail sector, emphasizing on business activities that enable brands to focus on core competencies, particularly interested in digital grocery companies reducing customer acquisition costs and enhancing retention as they scale.

A quick remark on the Apple Watch Edition (the $10K+ one)

Joshua Gans' Newsletter • 0 implied HN points • 16 Mar 15
💼 Business Technology Marketing Retail Luxury Innovation
  1. The Apple Watch Edition is positioned differently from luxury brands like Rolex, aiming to be more accessible rather than exclusive despite its high price point.
  2. The presence of the Apple Watch Edition likely raises the status and prices of all Apple Watches, following a Veblen effect rather than traditional price discrimination models.
  3. The Apple Watch Edition may exist more as a status symbol or vanity project for designers rather than as a product meant to generate significant revenue or impact Apple's image.

Puzzling digital doppelgangers

Links I Would Gchat You If We Were Friends • 0 implied HN points • 14 Jan 22
🎭️ Culture Retail Influencers Social media Internet culture E-commerce
  1. Purchasing items online can lead to encountering identical products with different brand names and prices, ultimately coming from the same manufacturer.
  2. Many third-party sellers on platforms like Amazon utilize white label manufacturing, where generic products are branded and sold as different items at varying prices.
  3. During supply chain challenges like the pandemic, the popularity of white label goods, including furniture and home items, has increased significantly.

It’s Group Buying, Jim, but not as we know it

Tech Buzz China Insider • 0 implied HN points • 12 Apr 24
💼 Business E-commerce Retail Marketing Entrepreneurship Supply Chain
  1. The group store model in China has evolved into a unique form of community group buying where group leaders act as platform franchisees, attracting residents through low prices and generating revenues via a gross margin on goods sold.
  2. Group store chains are expanding rapidly across China, with varying store sizes and monthly sales figures, aiming to attract customers to physical stores with limited SKUs and low prices.
  3. To ensure sustainability and profitability, group store companies are diversifying their offerings by adding higher-margin products and services like fresh food, entertainment vouchers, and local services, aiming to create a comprehensive platform for community businesses.

Uncovering more strategic insights

Ruben Ugarte's Growth Needle™ • 0 implied HN points • 24 Oct 23
💼 Business Strategy Insights Retail Leadership Planning
  1. Good strategic insights can really change the way an organization plans for the future. Even a few strong ideas can shift everything.
  2. It's important to know where and how to find these insights. Look for inspiration in various places and from different people.
  3. Collecting insights can be a process. Think about how to gather and analyze information that can inform your strategy effectively.

Coupon Maven Update: Watch me ransack CVS

Matt’s Five Points • 0 implied HN points • 08 Jul 10
💰 Finance Savings Shopping Retail Money Management
  1. CVS has tons of sales and discounts that make it easy to save money. You can often find great deals on everyday items like toothpaste and laundry detergent.
  2. The 'buy one, get one free' sales at CVS can stack with manufacturer coupons. This lets you get items for free or even make money on some purchases.
  3. CVS's Extra Bucks program gives you store credit for future purchases. You can get these credits by buying certain items on sale, and they can make your next shopping trip even cheaper.

Walmart's India (Flipkart) Gambit: Growth Rebirth or Costly Facelift?

Musings on Markets • 0 implied HN points • 22 May 18
💼 Business Retail Mergers Acquisitions Startups Market Trends
  1. Walmart bought a big stake in Flipkart to enter the growing Indian retail market. They hope this investment will help them compete against Amazon, which is also trying to grow in India.
  2. Flipkart has been growing quickly but is losing a lot of money. This raises concerns about whether it can survive on its own without Walmart's support.
  3. Walmart's decision to acquire Flipkart shows their effort to fight against Amazon's dominance. However, some investors worry that they may have overpaid and that this move could signal Walmart's struggles rather than its strength.

"If you build it (revenues), they (profits) will come": Amazon's Field of Dreams!

Musings on Markets • 0 implied HN points • 30 Oct 14
💼 Business Retail E-commerce Finance Investment Startups
  1. Amazon has been focusing on building revenue first, hoping profits will follow later. This strategy means they often sell things at a loss to gain customer loyalty.
  2. Despite having high revenues, Amazon struggles with profitability. Their costs for things like shipping can exceed the money they make from those services.
  3. Investors need to be cautious since high revenue growth may not guarantee strong profits. High operating margins are essential for real value in the long run.

Using Redirects for Broad Search Terms

Talking to Computers: The Email • 0 implied HN points • 04 Mar 24
💼 Business Retail E-commerce Marketing SEO User Experience
  1. Redirects can help handle broad search queries better by sending users to optimized category pages instead of generic search results. This helps manage the overwhelming number of options users face.
  2. Using a smart layout with options for refining searches can improve user experience. It helps guide shoppers to what they're truly looking for rather than just presenting them with endless choices.
  3. A hybrid approach that combines category redirects with engaging banners might be more effective. This way, it keeps essential information visible and caters to user needs without overwhelming them.

Plus Post: Collins International Trading Corp's Orange+

Computer Ads from the Past • 0 implied HN points • 30 Oct 24
💼 Business Advertising Marketing Retail Technology International Trade
  1. There are multiple companies with the name Collins International Trading Corporation, each with different histories and focuses.
  2. One of these companies started in 1980 as a distribution arm for a Philippine electronics retailer.
  3. Another was formed from the purchase of the Collins Radio Company by Rockwell International in 1973.

How DTC brand JUDY made prepping cool with PR, podcasts, and joyful branding

the case for brand 💼 • 0 implied HN points • 16 Nov 24
💼 Business Marketing Branding E-commerce Retail Consumer behavior
  1. JUDY, a go-bag brand, makes emergency planning fun and accessible. They focus on turning disaster prep into smart and positive emergency plans.
  2. The brand uses celebrity endorsements to gain popularity. Having the Kardashians support them helps JUDY stand out in the market.
  3. JUDY emphasizes the importance of community and expert partnerships. They collaborate with organizations like the Los Angeles Fire Department to build credibility and trust in their products.