We’ve introduced a new format to review 2PM’s weekly reports from January 2018 forward. We are working on short summaries of each published article but for now, we hope that this improves your time on the site.

• Deep Dive: Tesla Bros, An Impartial Analysis
• Deep Dive: Dollar Stores and DTC Luxury
• Memo: On Solo Brands’ Short Interest
• Memo: NIL Revisited / Brand Guide
• Data: 3PL Growth 2024
• Memo: The Argument For CPG Investing
• Memo: The Changing Meaning of “DTC”
• Memo: Subscription Box Fatigue
• Deep Dive: Global Golf and 2024’s Top Brands
• Memo: A Shopify Prediction
• Memo: Regenerative Beef Trends, Marketing, and Reality
• Deep Dive: 2024
• Memo: The Seven Eras (We’re Post DTC)
• Memo: Just Meat
• Memo: DTC Brands And Secondaries
• Deep Dive: Two DTC Brands
• Strategy: Goodwill, Brand Altruism, and Circularity
• Memo: Shopify Owns DTC
• Memo: China’s Influence on U.S. eCom Grows
• Memo: Death of The Logistics Unicorn
• Memo: War and Commerce
• Memo: The Netflix Playbook Follow-Up
• Deep Dive: The New DTC Growth Market
• Memo: The Swift Effect on The NFL
• Memo: Solo Brands’ Novel Strategy
• Memo: The Coming Streaming Content Shortage
• Brands: The Next Concern (Microplastics)
• Memo: DTC’s Good News
• Memo: AI, The Robert Moses of The Internet
• Research: The Changing Sociology of Home Ownership
• Memo: The Pickleball Report
• Research: The Influence of Shared Joy on Consumption
• Memo: Four Trends For Fashion’s Future
• Memo: The Returns Coup
• Memo: Where Grocery Is Going (2053)
• Memo: That Quiet TikTok Lawsuit
• Deep Dive: Fridman’s Law
• Memo: Amazon Wireless
• Memo: America’s Oldest CPG Brand
• Deep Dive: Bud, Bevo, and The History of Beer Survival
• Memo: The New Evangelism of Prime Access
• Memo: Redefining The Revenue Model in CPG
• Memo: Whoop Won, Amazon Lost
• Memo: The Growth Difficulties in DTC (and a fix for it)
• Memo: Initiate Richcession
• Memo: Conversations With A Philosopher
• Memo: The Potential UPS Strike
• Memo: Brand-Proofing In The Post-SVB Age
• Resource: The History of The Bank Run
• Memo: Golf Different
• Memo: Where NatSec Meets Commerce
• Memo: Why Nike Needs Air
• Deep Dive: The Amazon ‘Para-State’
• Memo: The Greatest App Ever Scrolled
• Memo: Size Charts, Returns, and EBITDA
• Memo: Peloton Report 2023
• Memo: The Step Function in Retail Media
• Memo: Mount Shopify
• Memo: Taylor Sheridan and His DTC Gamble
• Memo: The Internet Economy
• Memo: The Second Fastest Growing Brand
• Memo: Post-Pandemic Deceleration
• Memo: Cyber Five
• Memo: Disney and That One Atlanta Episode
• Memo: Stockholm FTX Banco
• Memo: Working Capital
• Deep Dive: Twitter and the Internet Mind
• Memo: The Rise of B2B eCommerce
• Memo: Webvan (Again)
• Memo: Why The Slow Adoption?
• Memo: The eCommerce Advantage Shifts
• Memo: TikTok’s Job Listing
• Memo: Shopify POS Go’s Challenge
• Memo: Walmart-Friendly Inventory
• Memo: Apple’s BNPL Ambitions
• Memo: Instacart’s Omnichannel OS
• Memo: RokuMart
• Memo: A Hero’s Acquisition
• Memo: All About RMN
• Memo: Trojan Ad Data
• Memo: A is for Ads
• Memo: Middle America Income
• Memo: Ads, Marketplaces, and Inflation
• Memo: Betting His Hat
• Memo: Full Stack Retail
• Memo: Middle Class Opportunity
• Memo: The Daily Harvest Ordeal
• Memo: Fast, Faster, Fastest Fashion
• Memo: Apple’s Property Tax
• Memo: Planet of the Apes
• Memo: Instant Needs Industry
• Memo: Apple and Performance Marketing
• Memo: The Return of Ty Haney
• Memo: Historic Sanctions
• Memo: BigCommerce and Bolt Unite
• Memo: Bolt’s Gutsy Strategy
• Memo: The 2PM Digital Commerce Presentation
• Memo: Air Freight
• Memo: The Case for QR
• Memo: Apple, Stripe, and (wink) Mob Ties
• Memo: Peloton, Just Do It.
• Memo: GoPuff and Basically
• Memo: Shopify, Fulfillment, and Disruption
• Memo: China Strategy Revisited
• Memo: Brand Brady
• Memo: Retail’s 2021
• Memo: Frenemies, Part 2
• Memo: Building Fandom
• Memo: Peloton’s Beating Heart
• Memo: Amazon’s Moat
• Data: Black Friday Down
• Memo: CryptoKicks
• An Open Letter: Headwinds and Hope
• Memo: OpenSea v. Coinbase
• Memo: Squid Game Effect
• Memo: Two Sides of The Algorithm
• Memo: The Intuit of DTC
• Memo: New York, Los Angeles, and Columbus
• Memo: The Newly Rich
• Memo: H.E.N.R.Y. and Tiffany Blue
• Memo: How Sanzo Won Marvel
• Memo: On Coffee and Enlightenment
• Memo: The Digital Country Club
• Memo: Anatomy of a DTC Acquisition
• Memo: A DTC Brand Takes Over
• Memo: Olympic Fashion
• Memo: The Rise of the Holding Companies
• Memo: Supply and Demand
• Memo: Understanding DTC Backlash
• Memo: A New Definition of Luxury
• Memo: The Amazon Counterpoint
• Memo: On Formula One and America
• Memo: The Netflix Playbook 2.0
• An Open Letter: A Change in Accessibility
• Memo: ButcherBox’s Arbitrage with Instacart
• Memo: Linear Commerce and Content Fortresses
• Memo: A CPG Epiphany
• Memo: Hot Luggage Summer
• Memo: The Pompliano Skillset
• Open Letter: The Downside And The Up
• Memo: Spring 2021
• Memo: The Economy of One
• Memo: The Future of Commerce (Infrastructure)
• An Open Letter: On Community
• Memo: DeFi and The Explorer’s Principle
• Memo: In Good Fashion
• Memo: The Forgotten Middle
• Memo: The Great War
• Memo: The Roaring Twenties
• Memo: Enter MrBeast
• Memo: The DoorDash OS
• Memo: The Smartest In The Room
• Memo: The Aspiration of Health
• Memo: The New Digital Electorate
• Memo: The 2021 2PM Essential Reading List
• Memo: Chaos and Q4 Logistics
• Memo: DTC’s COVID Advantage
• Memo: A Five Year Reflection
• Memo: The Public / Private Linear Play
• Memo: The Great Divide
• Memo: H.E.N.R.Y. Revisited
• Memo: Sanitized Urbanization
• Memo: Save the USPS
• Memo: The Failing Fundamentals
• Memo: Introducing “The Study”
• Memo: The Type House
• Memo: Shopify’s ‘Cool Kid’ Paradox
• Memo: The Nike Report, Part II
• Memo: On Inspirational Brands
• Memo: On J-Curves and Agglomeration
• Memo: On DTC Ideas Taking Shape
• Memo: On Paradoxes and Reading Waves
• Memo: When The Dust Settles
• Memo: On New Mutualism And Media
• Memo: On Optimism and Big Ideas
• Memo: On WFH and Community
• Memo: On The Fourth Day of Quarantine
• No. 349: In Defense of Jack Dorsey
• No. 348: An Open Letter on Sustainability
• No. 347: An Analysis of Wayfair
• No. 346: Netflix’s Boom Explained
• No. 345: The Arming Of The Rebels
• No. 344: IPO and The “Frontier Thesis”
• No. 343: From Audiences to Communities
• No. 342: The Antagonistic Mr. Elliot
• No. 341: The Golden Age and Peloton
• No. 340: A Mobility Collision Course
• No. 339: In Defense of Tim Armstrong
• No. 338: UpWest and Hygge
• No. 337: Stick To Sports
• No. 336: The ‘Cycle of More’
• No. 335: The Merchant Class
• No. 334: The Relevance of The Letter
• No. 333: Food52 and Linear Commerce
• No. 332: Risk and Religion of Peloton
• No. 331 Part One: As Seen on TV
• Memo: Gen Z Arbitrage
• No. 329: The MLM-ification of DTC
• No. 328: Open Letter to DTC Founders
• Memo: The Gilded Age 2.0
• No. 326: Lyrical Lemonade Empire
• No. 325: Consolidation and Cable 2.0
• No. 324: Own The Audience
• No. 323: The Sociology of Brand
• No. 322: On DTC and Public Relations
• Memo: Shopify Unite and Network Effects
• No. 320: It’s Not An Antitrust Problem
• Memo: The Gruen Transfer
• No. 318: The Vertical Brand
• No. 317: The DTC Playbook is a Trap
• No. 316: The Rise of “O2O”
• No. 315: The Digitally Natives
• No. 314: On Linear Commerce
• No. 313: The Secret Sauce
• No. 312: The Evolving CMO
• No. 311: Whoop and The Flywheel
• No. 310: The Bonobos Curve
• No. 309: Hudson Yards is Not For Everyone
• No. 308: Legacy Brands Can Redefine DTC
• No. 307: A Whirlwind Week for Nike
• No. 306: Platforms and Halo Effects
• No. 305: The DTC List
• No. 304: In-App Audiences
• No. 303: Newsletter Economics
• Memo: The Hundred Year Titan
• No. 301: Influencers and Transactional Authenticity
• No. 300: Content Before Commerce
• No. 299: Open Letter – Physical Retail 2.0
• No. 298: Retention is the new currency
• No. 297: The DtC industrial complex
• No. 296: The Idea of Recess
• No. 295: Asymmetrical Warfare
• No. 294: Brands must hack culture
• No. 293: Uber Eats vs. Postmates
• No. 292: GOAT, the media brand
• No. 291: The Sears Bankruptcy Dossier
• Contributor: The 4C’s of Digital Branding
• No. 290: On DtC brand defensibility
• No. 289: Nike and hyperlocalization
• No. 288: An open letter to publishers
• No. 287: Spotify’s brand potential
• No. 286: The DTC Fitness Brand
• No. 285: The End of Ownership
• No. 284: Not Just For Publishers
• No. 283: Navigating DNVB Growth Dependency
• No. 282: Instagram’s CPG Problem
• No. 281: “V” is For Vertical
• No. 280: Media Companies Are Brands Too
• No. 279: The Appeal of Independents
• No. 278: How Digital Industries Intersect
• Memo: The Power of the 100
• No. 276: Wish Granted
• No. 275: YouTube goes commerce
• No. 274: Merch has become fashion
• No. 273: Modern Luxe Doesn’t Bend
• No. 272: A “Tier A” Path Forward
• No. 271: A Modern Luxury Update
• No. 270: For DNVBs, brand matters.
• No. 269: Brands and Voice Commerce
• No. 268: The Billions Effect
• No. 266: The HarrisX Report
• No. 265: Can A DNVB Achieve Modern Luxury?
• No. 264: Welcome Common Thread
• Memo: The End of Conglomeration
• No. 262: Next Two Years | Part Two