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Letter No. 712: “The Netflix Playbook 2.0”

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The DTC Power List | Updated: June 14

Apparel In Focus

Recent Memos

Memo: The Netflix Playbook 2.0

One hire can make all of the difference. For Netflix, Josh Simon’s role as VP of Consumer Products is key to the platform’s offense, defense, and long-term viability as studios become self-sustained content fortresses. The excitement around Netflix’s eCommerce push is palpable. If this project succeeds, the implications are far greater. CEO Ted Sarandos and… Continue reading →

June 14, 2021June 14, 2021

Web Smith

An Open Letter: A Change in Accessibility

There isn’t a playbook for this niche media era affectionately coined “The Passion Economy” by visionary investor Li Jin. That means, on occasion, mistakes are made. This is about one of those mistakes. And hopefully, it’s a guiding lesson for any of you looking to build your own media operation. The previous open letter was… Continue reading →

June 7, 2021June 7, 2021

Web Smith

Memo: ButcherBox’s Arbitrage with Instacart

This is a story about a pioneering direct-to-consumer leader with a capable team and the humility to take a 2PM insight, collaborate on a strategy, and achieve a positive outcome. This partnership will influence the CPG industry. I’ve never viewed 2PM’s work as pure journalism. I am not trained as a master of the art.… Continue reading →

June 2, 2021June 10, 2021

Web Smith

Memo: Linear Commerce and Content Fortresses

Apple’s intentions appear straightforward at first glance. The company wanted to improve the privacy of its end users. This virtuous effort came with a few additional outcomes. By upgrading its privacy practices, Apple will impair large ad networks that have grown with the help of those end users. This could potentially cripple Facebook’s current model… Continue reading →

May 2, 2021May 9, 2021

Web Smith

Stanford Women's Soccer Curates for 2PM

NEW: Ad Rem

Recent Member Briefs

Member Brief: Rapinoe Leads The Offensive

For companies like Parade, Adore Me, Third Love, Thinx, Savage x Fenty, and Knix, there was no easier target than Victoria’s Secret. For decades, VS was a retail brand that moved like Goliath while being run by executives that felt that David never had a stone’s chance. Agility was the Columbus, Ohio company’s nemesis.… Continue reading →

June 18, 2021June 18, 2021

Web Smith

Member Exclusive: Web3 and DTC

This content is designed exclusively for Executive Members

June 9, 2021June 9, 2021

Web Smith

Member Brief: Crocs and Consumer Epidemics

There are numerous stories like this one. Together, they develop a pattern of influence that becomes a trend. And then eventually, that trend may become consensus. When you’re a parent, you resign yourself to the understanding that your children are often leading indicators of consumer revolutions. You’re a front row observer for the study… Continue reading →

June 4, 2021June 4, 2021

Web Smith

Member Brief: The Post-Returns Marketplace

Over the last several weeks, I’ve studied the third-party and returns logistics industries with fury. What I found is that there is major disruption happening in stores that can be categorized into three distinct groups: independent, mid-market, and major. Most of the impending opportunity was available to the smaller, independently run shipping warehouses peppered… Continue reading →

May 28, 2021June 1, 2021

Web Smith

The Monday letter. Join your colleagues.

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