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Analyzing Commerce x Media

Monday (No. 893): Disney’s Iger Re-hire

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DTC Power List | November 25

The Top 20 📈

Recent Memos

Memo: Cyber Five

More than a quantitative measure of retail health, this year’s span of five days – beginning on Thanksgiving and ending on Cyber Monday – may serve as a judge of the entire economy. If text messages like these are any indication, our economy is coming out of its hole: Positive news: we absolutely, unequivocally CRUSHED… Continue reading →

November 28, 2022November 29, 2022

Web Smith

Memo: Disney and That One Atlanta Episode

One is known as an entertainment savant of sorts: he is a writer, rapper, actor, director, comedian, film and television producer. Donald Glover’s show “Atlanta” can be watched on Hulu, a streaming property owned by the Walt Disney Company. One is known for his successful replacement of Michael Eisner and his ensuing acquisition of Pixar… Continue reading →

November 22, 2022November 22, 2022

Web Smith

Memo: Stockholm FTX Banco

This past weekend in Sao Paulo, the Grand Prix’s top drivers had a sudden change of plan. George Russell and Lewis Hamilton’s Formula One racers were without FTX branding, within hours of the bank run on Samuel Bankman-Fried’s cornerstone of the cryptocurrency exchange industry. Mercedes AMG reacted in kind. The Bitcoin currency has seen a… Continue reading →

November 16, 2022November 16, 2022

Web Smith

Memo: Working Capital

A recent WSJ article began: “Rising Rates Boost Companies’ Focus on Working Capital Management.” Times are getting tougher for small business owners and Shopify sees an opportunity to expand its market position by stepping into fortify its suite of service to merchants. Shopify has smartly built efficient systems to manage payments and approval processes based on an… Continue reading →

November 7, 2022November 7, 2022

Web Smith

Linear Commerce, Metaverse, Web3, Economics, and Polymaths

NEW: The Study

Recent Member Briefs

Member Brief: Subscription Box Crash

Subscription boxes are essentially products built on the principles of marketing arbitrage: you set a price, you buy a customer, and you count on the lifetime value of the customer exceeding the cost of that acquisition. Many brands that pursued this model raised loads of capital, front-loaded costs, and hoped to achieve profitability at scale… Continue reading →

December 4, 2022

Web Smith

Member Brief: Musk v. Apple Inc.

There isn’t a bigger gatekeeper than Apple. And while Meta, Snapchat, Epic Games, and even TikTok have begun to learn that the hard way (thanks to ATT’s implementation), Twitter’s impending battle with Apple may be its fiercest. Twitter’s new CEO plays by few rules. Here’s what we’ve written about Apple’s approach to business thus far: This… Continue reading →

November 30, 2022November 30, 2022

Web Smith

Member Brief: The Blackest Friday

Widely considered one of the forefathers of eCommerce, here’s a recent quote by Jeff Bezos: “Don’t buy a fridge, hold on to your money.” So to spend or not to spend? This is the question this holiday season. As the United States teeters on recession, overall holiday sales are expected to lag last year’s growth,… Continue reading →

November 23, 2022November 23, 2022

Web Smith

Member Brief: At Meta’s Expense

Think of this visually for a moment. The (content) fortress is growing mightier by the month; its walls higher and its moats wider. The taxes on the kingdoms surrounding the fortress are rising as well. That fortress is Apple, and the kingdoms surrounding it are Meta, Twitter, Snapchat and all else with the exception of, perhaps,… Continue reading →

November 18, 2022November 21, 2022

Web Smith

The Monday letter. Join your colleagues.

Analyzing Commerce x Media