For-profits versus non-profits and the rise of philanthrocapitalism

In today’s hyper-globalized and -politicized world, more consumer product companies are seeking to align with initiatives that ameliorate society and the world, either at inception or later in their life cycle. Whether environmental sustainability,…


The Grinds: Loyalty programs get experiential, Stripe goes offline, Dirty Lemon opens checkout-free store, L Brands shutters Henri Bendel

Loyalty programs, once discount-centric, are evolving to reflect the experience economy. What happened The vast majority of brands and retailers offer membership in one shape or another, but the benefits have remained rather thin, often composed of…


The Grinds: Reformation inks wholesale deal with Nordstrom, H&M opens off-price store Afound, J.Crew plans a fall relaunch, Rent the Runway introduces maternity

Reformation expands its brick-and-mortar footprint with a new wholesale deal at Nordstrom. What happened Reformation, which sells eco-conscious clothing online and at its 11 stores, will sell at Nordstrom, both on the department store’s site and at…


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…


As Facebook advertising costs rise, digitally-native brands turn to traditional advertising

A Warby Parker pamphlet arrives in the mail. A Glossier billboard hovers above Houston Street. Clones of an Away wheatpaste coat a construction barrier. A Stitch Fix TV ad blares from the television. For a generation of digitally-native brands,…


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…


The Gifting and Holiday Shopping Report

Although gift-giving is a global tradition that has been around for centuries, the practice has changed drastically since the 1800s—from a meaningful exchange of valuable goods to a commercially-driven social obligation centered around popular…


The Wholesale Evolution Report

In the traditional wholesale relationship, brands sell their products to retailers, giving brands access to captive audiences they don’t need to build on their own. This allows brands to focus on designing and producing high-quality products, while…