The Filter

One piece of no-nonsense analysis that examines an important development in the consumer ecosystem, which you can read in 5 minutes or less.

Facebook is the ultimate middleman. Will brands cut it out?


“Cutting out the middleman” is a phrase thrown around endlessly across the consumer industry, often without much thought. Particularly catalyzed by the direct-to-consumer and digitally-native brand boom, the concept transformed from a boring technical term into a buzzword that defined the…

Retail is having its Napster moment


Wired UK recently published a great behind-the-scenes piece about the company that makes stages and sets for the largest touring musicians around the world. Reading it illuminated a parallel between the music industry’s evolution and that of retail.

2017 Year in Review: 8 Fundamental Shifts Reshaping the Consumer Economy


2017 was yet another transformative year for the consumer economy. There were a range of new developments and trends from the last few years that continued accelerating. What follows is a recap of 2017, along with some predictions and recommendations for 2018. The highlights: Traditional…

The Grinds

Quick, to-the-point analysis of five important news stories from the week, contextualized through two lenses: 1) Why is it interesting? and 2) Why does it matter?

The Grinds: Beauty Pie’s pricing strategy, Amazon’s aesthetic, Target’s holiday sales, Amazon’s beauty business, Aural advertising increases


The Grinds: Beauty Pie's pricing strategy, Amazon's aesthetic, Target's holiday sales, Amazon's beauty business, Aural advertising increases

The Grinds: Amazon x Nike, Equinox x Rumble, niche vs mass CPG brands, Apple & product delays, private equity & fashion


Amazon x Nike, Equinox x Rumble, niche vs mass CPG brands, Apple & product delays, private equity & fashion.