Member Deep Dive: The Shopify Solution

In an age of DTC, Shopify has served as more than a technology. It’s a bellwether for a much larger notion that shopping’s next iteration would be digital-first. Consumers are revolting against that idea, temporarily at least.

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Member Brief: Add Recession

Only a recession could stop the new consumer boom. In the meantime, there are greater market forces at play.

The next boom is in pre-pandemic activity, America’s latest social luxury. Live Nation reports that concert ticket sales were up 45% YoY in February 2022 with 30% more concerts than were planned for 2019. The Wall Street Journal reports pre-pandemic travel returning to 2019 figures with over 2 million people traveling by plane between April 17 and 23. Gyms like Planet Fitness are resurgent. New memberships at the fitness franchise reportedly surpassed pre-pandemic levels in January. It all comes down to nostalgia. In the “Roaring Twenties,” we explained what “luxury” looked like in the first few years of this pivotal decade.

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Member Brief: The Meta Decisions

The direct-to-consumer industry regards Facebook as a pillar. Without the early years of Facebook advertising arbitrage, the machine that churned out agencies, brands, and marketplaces would have been far less whelming.

This content is designed exclusively for Executive Members