Founder’s Filter A weekly analytical piece you can read in five minutes or less from founder Richie Siegel. Why companies need to own, not rent, their rental infrastructure Farfetch, New Guards Group, and the costs and risks of vertical integration The size of Barneys’ stores, not the cost of rent, led to its demise Kylie Cosmetics, Kylie Skin and Coty’s shared quest to find their footing Kanye, Kylie, Jordan and the complexity of “owning” a celebrity brand Walmart isn’t the savior or the bailout fund that digitally-native brands expected From Brandless to worthless with a lot of capital down the drain The common forces driving retail and entertainment’s structural shifts Is Verishop beating a dead horse?
