Kevin LaBuz – Medium

Kevin LaBuz

Back To Basics — 2023 Q3 E-commerce Review

Key themes and trends from 2023 Q3e-commerce earrings.

Dec 19, 2023

Back To Basics — 2023 Q3 E-commerce Review

Dec 19, 2023

Silicon Valley Bank: An Autopsy

A look at the rise and fall of Silicon Valley Bank, the first bank run of the Twitter era.

Mar 26, 2023

Silicon Valley Bank: An Autopsy

Mar 26, 2023

Counting Pennies: Lessons in Frugality from Wal-Mart Founder Sam Walton

Good things happen when you care about pennies. Sam Walton, Wal-Mart’s founder, provides a masterclass in lean operations.

Jan 29, 2023

Counting Pennies: Lessons in Frugality from Wal-Mart Founder Sam Walton

Jan 29, 2023

Misery Loves Company: Getir Acquires Gorillas

Consolidation continues in instant delivery. A look at Getir’s acquisition of Gorillas and the challenges of the instant delivery model.

Jan 8, 2023

Misery Loves Company: Getir Acquires Gorillas

Jan 8, 2023

Naughty or Nice? — Q3 2022 E-commerce Review — Part 2

Like e-commerce companies, consumers are retrenching. A look at recent shifts in consumer behavior and how companies areresponding.

Dec 4, 2022

Naughty or Nice? — Q3 2022 E-commerce Review — Part 2

Dec 4, 2022

Naughty or Nice? — Q3 2022 E-commerce Review — Part 1

The e-commerce industry is having a Groundhog Day moment. A look a look at key themes and trends from Q3 2022 e-commerce results.

Nov 20, 2022

Naughty or Nice? — Q3 2022 E-commerce Review — Part 1

Nov 20, 2022

Depopped — Etsy, M&A, and The Importnce of Timing

A look at M&A and market cycles through the lens of Depop and Elo7, Etsy’s pandemic acquisitions.

Nov 13, 2022

Depopped — Etsy, M&A, and The Importnce of Timing

Nov 13, 2022

Imperfect Misfits: Online Grocery Delivery Consolidation

A look at Misfits Market’s opportunistic acquisition of competitor Imperfect Foods.

Sep 18, 2022

Imperfect Misfits: Online Grocery Delivery Consolidation

Sep 18, 2022

E-commerce Q2 2022 Review: Slimming Down — Part 2

The e-commerce industry is retrenching. A look at how e-commerce companies are responding to slower demand.

Sep 11, 2022

E-commerce Q2 2022 Review: Slimming Down — Part 2

Sep 11, 2022

E-commerce Q2 2022 Review: Slimming Down — Part 1

The e-commerce Covid hangover continues. A look at key trends and themes from Q2 2022 e-commerce earnings reports.

Aug 28, 2022

E-commerce Q2 2022 Review: Slimming Down — Part 1

Aug 28, 2022

Antisocial Media: TikTok, Meta, and Algorithmic Content Distribution

TikTok is forcing other social media platforms to be less social. A look algorithmic content distribution and Meta’s response to TikTok.

Aug 21, 2022

Antisocial Media: TikTok, Meta, and Algorithmic Content Distribution

Aug 21, 2022

Missfresh Expires

Missfresh, a failed Chinese instant delivery business, is a cautionary tale for instant grocery delivery unicorns like Getir and GoPuff.

Aug 7, 2022

Missfresh Expires

Aug 7, 2022

How Route Density Can Make or Break a Delivery Business

Companies like Uber tout their large TAMs to investors, but only the densest markets are profitable

Jul 17, 2022

How Route Density Can Make or Break a Delivery Business

Jul 17, 2022

Webvan: Back to the Future

Online grocery delivery has always been difficult. A look at Webvan, a now bankrupt online grocer.

Jun 26, 2022

Webvan: Back to the Future

Jun 26, 2022

Winter Is Coming: How to Survive a Downturn

Things are getting chillier on Wall Street and in Silicon Valley. Here’s some advice on how to survive a downturn.

May 22, 2022

Winter Is Coming: How to Survive a Downturn

May 22, 2022

CNN+: An Autopsy

Did you catch the last episode of Parental Guidance with Anderson Cooper? Neither did I. Lessons from the failure of CNN+.

May 1, 2022

CNN+: An Autopsy

May 1, 2022

Promiscuous Supply & Marketplace Network Effects

A crop of startups is aiming to chip away at marketplace networks effect by making multi-tenanting easier for suppliers.

Apr 24, 2022

Promiscuous Supply & Marketplace Network Effects

Apr 24, 2022

Published in
Marker

Fast: An Autopsy

Why the Stripe-backed checkout startup failed, and what we can learn from it

Apr 17, 2022

Fast: An Autopsy

Apr 17, 2022

Published in
Marker

The Ultrafast Grocery Delivery Cage Match

Getir, Uber, Doordash and others are racing to control market share in a notoriously unprofitable business

Mar 27, 2022

The Ultrafast Grocery Delivery Cage Match

Mar 27, 2022

Food Fight

“When we try to pick out anything by itself we find it hitched to everything else in the universe.” — John Muir

Mar 20, 2022

Food Fight

Mar 20, 2022

Kevin LaBuz

Kevin LaBuz

Head of IR & Corporate Development at 1stDibs. Previously finance at Etsy, Indeed, and internet equity research at Deutsche Bank. Find me on Twitter @kjlabuz.

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