Companies are staying private and unprofitable for longer. Is Wall Street the answer?

There are three main ways for startups that raise money to return it to their investors. First, they can stay independent and just exist as private, hopefully profitable companies. Second, they can sell to an acquirer and be part of a larger…


Should brands leave money on the table—or on the shelf?

Despite its envious position, Supreme is in an interesting conundrum: to keep growing, it either has to keep making more products or raise the prices of existing ones, but doing so will change the sellout characteristics for the brand. This is…


The Grinds: Nordstrom opens first standalone men’s store, LVMH launches luxury startup accelerator, Warby Parker must meet investors’ expectations, USV invests in livestream marketplace ShopShops

Nordstrom opens its first standalone men’s store, relying on data to cultivate its foray into New York City. What happened Nordstrom’s first standalone men’s store—and first store in New York—will open this Thursday in Manhattan. The store enters…


The Grinds: Build-A-Bear thrives—Toys R Us dies, Adore Me to open stores near Victoria’s Secret, New York City devises retail vacancy tax for landlords, Goop raises $50 million

Build-A-Bear thrives —Toys R Us dies. To-the-point analysis about one of the four important stories from the week.   What happened Build-A-Bear has posted four consecutive years of profitability and remains debt free in an era when…


The Grinds: Ulta Beauty will begin selling Chanel Beauté, Nordstrom family ends buyout effort, ThredUp wants to create a consignment ecosystem, Google launches new advertising program online with its AI assistant

Ulta Beauty will begin selling Chanel Beauté—a coveted and surprising addition to the beauty retailer that mixes high and low. To-the-point analysis about one of the four important stories from the week.   What happened Ulta Beauty,…


Why invest in Supreme when its secondary market is more valuable?

This week the Carlyle Group, a big private equity firm, bought a stake in the one-of-a-kind brand Supreme for $500 million, valuing it at over $1 billion, making it the most valuable privately-held streetwear brand. Industry sources…