Mickey Drexler and the death of a supply-driven world

J.Crew’s Mickey Drexler Confesses: I Underestimated How Tech Would Upend Retail read the headline of a big feature in the Wall Street Journal, which ricocheted around the retail and technology world last week. The piece highlighted J.Crew's…


Offense vs defense: Amazon and Walmart’s diverging acquisition strategies

Walmart's acquisition spree in the consumer space has earned the company a lot of press recently. The speed of these acquisitions is a bet that buying companies, brands and talent is the only way for Walmart to catch up to Amazon, its biggest…


What’s happening with retail and fulfillment job growth?

There's a lot of commotion right now about the loss of retail jobs and the impending death of retail. While retail isn't dying—channels as foundational as physical stores don't "die"—legacy retailers are struggling. Retailers are going bankrupt and…


Amazon is a catalyst, not a middleman, in a direct to consumer world

This May, Amazon is holding a summit for consumer packaged goods (CPG) companies, according to Bloomberg. The goal is to convince CPG brands to rethink everything from manufacturing to packaging for the ecommerce-driven world we live in. Producing…


Loose Threads 2016 year in review: six trends at the intersection of fashion, technology and commerce

2016 was quite a year for fashion, technology and commerce. This was the year where the reality of different ventures, channels, and theses started to become clearer, as we moved on from the pure hype cycle of endless venture funding and direct to…


The Fashion Industry Is Not Exactly Broken — with Marc Bain of Quartz

On the 9th episode of the Loose Threads Podcast, I talk with Marc Bain, the fashion reporter at Quartz, about his path to covering the fashion industry, which included working for a fashion brand in New York; how he found his reporting beats and how…


Buzzfeed Product Labs and the intersection of everything

The most interesting piece of news last week was that Buzzfeed is formally launching a commerce lab. Named Buzzfeed Product Lab, and led by Ben Kaufman, the former founder of Quirky, the goal is to bring the Buzzfeed mentality—and its massive…


From online to offline: cost structures and sunken costs

The future potential of a business is closely linked to where it stands in the present. If the future is headed north but the current business is positioned south, it's going to take a lot of work to reorient itself. In the commerce world, the most…


Decoding Amazon’s Fashion Ambitions

Getting consumers to buy luxury products on Amazon.com is just one small piece of a much wider strategy to disrupt the fashion industry like never before. This article originally appears in the Business of Fashion.


Are algorithms the future of factoring?

Capital is the lifeblood of a business. For companies that make physical things, such as fashion brands, accessing the right capital at the right time is crucial. Both direct to consumer and wholesale brands have to pay for products to be…


Amazon’s success phasing out list pricing is exactly where JCPenney failed

There's an article in the New York Times entitled Amazon Is Quietly Eliminating List Prices. List prices, or manufacturer suggested retail price (MSRP), serve two main purposes. First, it's illegal for a company that sells goods to a distributor or…


Macy’s, newspapers and Amazon eating the middle of the retail market

The middle of the retail market continues to evaporate. Two articles recently summed up this transformation: Big-Box Retailers Have Two Options If They Want to Survive, in the Harvard Business Review, and The Macy's factor in Politico. Big-box…


A Prime misunderstanding: explaining Amazon Prime’s success

Amazon Prime is the greatest and most misunderstood loyalty program ever created. This is a loyalty program with no point system. A loyalty program customers have to pay $99 a year to be a part of. Prime is not predicated on signing up for another…