Founder’s Filter A weekly analytical piece you can read in five minutes or less from founder Richie Siegel. KKW Fragrance and the Boomerang Influencer Effect Shopify and the search for a POS that isn’t a P.O.S. Untuckit, J.Crew, Nike and the risk of chasing Amazon scale Parachute, Casper and the uncertainty of a mattress-driven business Is Groupon the next customer acquisition channel? The RealReal’s reliance on discount-driven messaging and its threat to luxury Walker & Company, Facebook, and the resuscitation of the CPG conglomerate Are brands repeating their messages or letting them sink in? Black Friday, Cyber Monday and the tragedy of the commons
