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 throughout North America. These physical warehouses are sitting on a growth opportunity. With that, so is Shopify.

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Member Brief: Democratization and Eadem

There is irony in the word “Eadem.” When I first heard the Latin term while on a trip abroad, it was used in reverence in the context of the 16th century British monarchy. Known to refer to equanimity and stability, the word signifies a perpetual sameness or precedence. A little digging revealed that it was the motto of Anne Boleyn, Cambridge’s Trinity College, and the HMS Queen Elizabeth. The word presents a sort of monolith. It’s also now an autantonym, a word which one meaning is the reverse of the other. A new brand named Eadem will rewrite how we view sameness. Launched this week by two women of color, Marie Kouadio Amouzame and Alice Lin Glover, Eadem is backed by a Glossier grant and Sephora’s 2021 program.

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Member Brief: Tail Wagging The Dog

 

The tail is beginning to wag the dog. Strategist and consultant Michael Miraflor recently visited his neighborhood Kohl’s and observed an astounding trend. Nearly 70% of the store’s traffic was there to return Amazon packages, according to his estimates. I wanted to dig deeper here. Research suggested that while the 70% figure may be extreme, it’s not by much. Returns volume has become a business development boon.

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