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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: 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

Deep Dive: Twitter and the Internet Mind

The exodus of a number of Twitter users first began when Elon Musk’s intent to purchase the platform was first reported in April 2022. The deal has now been completed, as we’re all well aware. Unhappy with Musk’s politics, oft-brash behavior, and his divisive perspective on utilitarianism, a number of celebrities and high-profile users defected… Continue reading →

November 4, 2022November 7, 2022

Web Smith

Linear Commerce, Metaverse, Web3, Economics, and Polymaths

NEW: The Study

Recent Member Briefs

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

Member Brief: The Trend of DTC Brand Acquisitions

Part IV: A lot has happened since the report that led with this image of soccer icon Megan Rapinoe, her corporate involvement, and her role in helping bring VS back to relevance. For years, there was no easier target than Victoria’s Secret. Now, Adore Me is a Victoria’s Secret subsidiary. This should have been accomplished… Continue reading →

November 16, 2022November 16, 2022

Web Smith

Member Brief: Meta’s Last Stand

This one hit close to home. My younger brother received his confirmation email at 9:02 AM from Meta’s Leadership Team. The role is everything he’d ever hoped for and more. And like many Americans, his income is the basis of his survival, especially during a time that inflation stands at a 40 year high. This… Continue reading →

November 9, 2022November 10, 2022

Web Smith

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Analyzing Commerce x Media