Ripcord

Ripcord is a weekly newsletter from Loose Threads that highlights one timely and important insight about the new consumer economy. The newsletter arrives every Thursday morning and it also features updates on Loose Threads Membership and the Loose Threads Podcast.

The Grinds: Harry’s moves beyond shaving, Prime credit card users get cash back at Whole Foods, Instacart and grocery partners compete with Amazon, Kraft Heinz cuts costs, but needs to grow, Amazon Lending partners with Bank of America


Harry's moves beyond shaving as it tries to become a platform and holding company for digitally-native brands. To-the-point analysis about one of the five important stories from the week.   What happened Harry’s, a direct-to-consumer shaving brand, has raised $112 million in a new…

Equinox’s foresight and the future of retail real estate


Today, consumers are spending more money on experiences rather than things. But despite this shift, the real estate industry’s main answer has been to fall back on its existing business model of renting out space—maybe this time to a restaurant rather than a retailer. In this scenario, however, the…

The Grinds: Goop expands merchandise, Whole Foods raises rates for sellers, L. L. Bean updates return policy, Secondary sneaker market heats up, Macy’s launches new pop-up


Goop expands and diversifies G. Label merchandise, but questions of scalability loom To-the-point analysis about one of the five important stories from the week.   What happened Goop, which launched in 2008 as Gwyneth Paltrow’s lifestyle newsletter, began selling apparel from its G.…

Basics brands are commodities. Why do people keep building them?


The hidden secret of most businesses is that the more boring the business, the better the business—the flashier, the worse. This heuristic is especially true in the consumer goods landscape, where brands run the hazard of seeking attention over sales. Within the consumer products space, the concept…

The Grinds: Fenty Beauty outpaces competition, Alibaba moves offline, H&M curbs expansion, Mall landlords fight over tenants, Apparel sales hit all-time low


Fenty Beauty becomes the fastest-growing celebrity cosmetics line To-the-point analysis about one of the five important stories from the week.   What happened Sales for Fenty Beauty, a cosmetics line created by Rihanna, Sephora and Kendo, were five times higher than Kylie Cosmetics…

What is Amazon? Definitely not a conglomerate.


Standard Oil and General Electric—two of the most successful companies ever—are the go-to comparison for massive, interlinked companies. But those who call Amazon the Standard Oil or GE of the 21st century use a comparison that falls short and frankly undersells all that Amazon has……

The Grinds: Outdoor Voices calls out copycats, Amazon raises seller fees, Starbucks mobile ordering grows, Fake products slip past The RealReal, IKEA partners with TaskRabbit


Fans of Outdoor Voices call out brands for copying its products, proving more powerful than non-existent legal protections To-the-point analysis about one of the five important stories from the week.   What happened Outdoor Voices (OV) was the first brand to popularize its…

The difference between Brand and The Brand, and why neither are defensible


“The brand is defensible” is a phrase increasingly muttered across the consumer landscape. The challenge with a statement like this is that “brand” usually lacks a definition, further perpetuating an important misunderstanding: people are mixing up Brand with The Brand.

The uncertain road from a single product to lasting brand


A single-product company that desires to become a brand needs to diversify its products over time to maintain interest and evolve with the market. But few single-product based companies have been able to build lasting brands with a wide assortment of product categories.