Founder’s Filter A weekly analytical piece you can read in five minutes or less from founder Richie Siegel. Equinox Media vs. Peloton: Two diverging approaches to brand architecture The modern fallacy of trying to “own” a product category The 2010s were the decade of private labels, not digitally-native brands As copycats proliferate, Allbirds’ quest to find its brand is existential Nike’s failed Amazon partnership means it can now double-down on its direct-to-consumer business Kylie Inc’s sale to Coty is the bailout both parties wanted but neither needed Peloton and the existential need for vertical integration Everything that can go wrong with the unrestrained food service at Nordstrom’s NYC flagship store What did Untuckit do right that J.Crew did wrong?
