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.

Macy’s should look at staffing as a profit center, not a cost center


As Macy’s looks to course correct after growing to over 175 million square feet of retail space and experiencing several years of falling sales, it’s reassessing its lower-performing stores and trying to reinvigorate it’s higher-performing ones. These moves speak a lot about how Macy’s views its…

PrimeTime: Amazon will open holiday pop-ups in Europe, launch a new delivery program for the season, mail its first printed toy catalog


The latest news on everything Amazon   Amazon will open electronic- and toy-centric pop-ups in Europe for the holiday season, deemed “Amazon Loft for Xmas.” The stores will be in operation from November 16 to 26 in Amsterdam, Berlin, London, Madrid, Milan and Paris, located in city…

The Grinds: Facebook opens pop-ups at Macy’s, Masse monetizes moms, Peloton threatens SoulCycle, Wayfair acquires new customers


Facebook opens pop-ups at Macy’s, bringing the shoppability of Instagram offline. What happened Facebook will debut pop-ups at nine Macy’s department stores for the holiday season. In operation until February 2019, the pop-ups will feature more than 100 of users’ favorite brands—small businesses…

What’s the goal of CDG, Comme des Garçons first D2C brand?


Last week Comme des Garçons launched CDGCDGCDG.com, the ecommerce site for its first direct-to-consumer-only label CDG. (When the brand was first announced, it was called CDGCDGCDG, now shortened to CDG.) Comme built itself as an 17-label brand ecosystem over the past half century, often on the…

The Grinds: Dollar Shave Club debuts fragrance, Dollar stores look to urban markets for expansion, Influencers become investors, Glossier opens flagship


Dollar Shave Club debuts fragrance in an attempt to differentiate from other digital-first men’s health brands. What happened Dollar Shave Club, the direct-to-consumer subscription razor brand founded in 2011, is expanding to a new category: fragrance. The product line, Blueprint, is available…

PrimeTime: Amazon shoppers receive free shipping, Kohl’s collaborates with Amazon, Most Amazon Go stores close during the weekend, CVS and Uber create Prime-like memberships, HQ2 will allegedly be split in Arlington, Virigina and Queens, New York


The latest news on everything Amazon   All U.S. Amazon shoppers will receive free shipping for the holiday season, regardless of Prime membership. (Non-Prime members typically must spend $25 to get free shipping.) The company also inaugurated Amazon Day, a currently invite-only option…

Will the internet push consumer product margins to zero?


The internet opened the ecommerce floodgates, offering consumers exponentially more options. But with increased competition, retailers are attempting to gain market share in the short term by reducing prices—as their margins race toward zero.

PrimeTime: Amazon’s private-label apparel brands grow, but don’t sell, “Online Stores” business decelerates; Amazon launches new benefits for Business Prime, debuts two private-label home goods brands; Walmart opens tech-driven store to compete with Amazon


The latest news on everything Amazon   Apparel brands account for 88% of Amazon’s private labels, but only 1% of private-label sales, according to a report by Jungle Scout, an Amazon Product Finder and Research Tool. Largely womenswear, 80% of these apparel private labels sell fewer than…

The Grinds: Sweetgreen aims for $1 billion valuation; Shopify courts larger vendors; Banana Republic launches Cos Bar shop-in-shop; End Clothing, The Line invent the new department store


Sweetgreen aims to become a $1 billion salad empire, but will have to scale sustainably to maintain its image. What happened Sweetgreen, the fast-casual salad chain founded in 2007, has grown to approximately 90 locations across California, Illinois, Massachusetts, Maryland, New York,…