Back To Basics — 2023 Q3 E-commerce ReviewKey themes and trends from 2023 Q3e-commerce earrings.Dec 19, 2023Dec 19, 2023
Silicon Valley Bank: An AutopsyA look at the rise and fall of Silicon Valley Bank, the first bank run of the Twitter era.Mar 26, 2023Mar 26, 2023
Counting Pennies: Lessons in Frugality from Wal-Mart Founder Sam WaltonGood things happen when you care about pennies. Sam Walton, Wal-Mart’s founder, provides a masterclass in lean operations.Jan 29, 20231Jan 29, 20231
Misery Loves Company: Getir Acquires GorillasConsolidation continues in instant delivery. A look at Getir’s acquisition of Gorillas and the challenges of the instant delivery model.Jan 8, 2023Jan 8, 2023
Naughty or Nice? — Q3 2022 E-commerce Review — Part 2Like e-commerce companies, consumers are retrenching. A look at recent shifts in consumer behavior and how companies areresponding.Dec 4, 20221Dec 4, 20221
Naughty or Nice? — Q3 2022 E-commerce Review — Part 1The 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, 2022Nov 20, 2022
Depopped — Etsy, M&A, and The Importnce of TimingA look at M&A and market cycles through the lens of Depop and Elo7, Etsy’s pandemic acquisitions.Nov 13, 2022Nov 13, 2022
Imperfect Misfits: Online Grocery Delivery ConsolidationA look at Misfits Market’s opportunistic acquisition of competitor Imperfect Foods.Sep 18, 2022Sep 18, 2022
E-commerce Q2 2022 Review: Slimming Down — Part 2The e-commerce industry is retrenching. A look at how e-commerce companies are responding to slower demand.Sep 11, 2022Sep 11, 2022
E-commerce Q2 2022 Review: Slimming Down — Part 1The e-commerce Covid hangover continues. A look at key trends and themes from Q2 2022 e-commerce earnings reports.Aug 28, 2022Aug 28, 2022