Retail

Deepwater’s Gift Guide: Our annual gift guide is part forecast, part real look at what our team is hoping to unwrap this season, and includes our predictions of the big launches and releases we’re expecting to see in 2024 (and…

The IPO window is open again. Instacart filed to go public last week, along with ARM and Klaviyo.

Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…

This NFT market overview was originally posted on Doug’s blog, Uncomfortable Profit.  I’m more certain than ever that 95%+ of NFT projects are zeroes, but that the NFT space is still going to be bigger than almost everyone realizes. The…

Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…

This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…

This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…

Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…

The pandemic has forever altered consumer buying habits. Ecommerce trends, as measured by the percentage of total US retail spending, have accelerated. In late March 2020, we surveyed 245 US consumers to investigate how shopping behaviors were changing as a…

We explore the pandemic’s impact on the acceleration of the digital transformation, as well as its trajectory. The bottom line is this: the majority of these trends are sustainable and Apple will be an arms supplier to that end. Loup…

Gene and Andrew discuss whether Facebook Shop justifies the $66B in market cap added to Facebook on the news. Loup TV is a series of short videos that dive deeper into the questions we get asked most. “Making it easier…

The Wall Street Journal broke a story that Amazon is in talks to acquire a handful of JC Penney leases, which would continue Amazon’s brick and mortar experiment. Andrew and Gene discuss why this seemingly odd strategy might make sense…