Kylie Cosmetics and the industry’s quest to decipher its growth

In Part II of our ongoing series on Kylie Cosmetics, we wrote about the recent announcement that the brand would start selling in Ulta this holiday season. We concluded that while the move is clearly beneficial for Ulta, it exposes the potential…


The Grinds: FAO Schwarz makes a comeback, Hims takes on Hers, Zalando builds a brand with a music festival, Tiffany & Co. banks on flagship

FAO Schwarz will make its comeback in Rockefeller Center as toy retailers scrape up Toys R Us’ debris. What happened FAO Schwarz closed its Manhattan flagship back in 2015. This November, it’s returning with a 20,000 square foot location in…


Untangling the complexities of Farfetch’s business

This week Farfetch, the luxury platform that connects customers, brands and retailers around the world, filed its initial form to go public. The company is one of the few fashion/luxury technology companies to reach a large scale—second only to…


The Grinds: Bulletin opens its third New York store, Aesop expands its retail footprint, Shopify moves offline, Walmart will sell Harry’s razors

Bulletin is opening its third New York store, continuing its quest to champion women in business. Bulletin, which began as an online magazine in 2014 featuring digitally-native women-led brands, will open its third flagship store in the historic…


The Grinds: Instagram launches in-app payments, Sephora opens its second Studio, Online returns are hurting landlords, Birchbox sells a majority stake to one of its investors

Instagram launches in-app payments for select brands, which could substantially increase its share of commerce. What happened For the in-app payments, an extension of Facebook Payments, Instagram allows users to create a profile that includes their…


Playbook: How to Use Live Video

Live streaming surfaced in the U.S. in 2015, but many players in the consumer space remain skeptical about its potential benefits to brands, retailers and real estate professionals. However, live video provides an opportunity for businesses to…


Dear Thor Equities: One Thing I Would Do

Retail, as you know, is going through a tumultuous time. While many older brands that fell asleep at the wheel are struggling and realigning their retail footprint, there is a new crop of digitally-native brands that are only just dipping their toes…