Member Brief: De Minimis and The Bi-Partisan Effort

As 2023 marches forward, one can hardly shake off the feeling of being perched on the edge of a new economic epoch, where modern norms, rules, and notions are put under political scrutiny. The pulsating digital economies, spearheaded by China’s behemoth direct-to-consumer (DTC) brands and tech giants like Shein, Temu, and TikTok, are waging a battle of economic influence and cybersecurity.

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Member Brief: Nike’s Strategy Reversal

A cautionary tale, perhaps: if Nike pulls the plug on its DTC emphasis, omnichannel strategies may be the way to go. In February 2022, we detailed Nike’s push towards direct-to-consumer channels in a report called “Omnichannel Nirvana“, explaining:

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Member Brief: Walmart Connect

In 2018, I wrote a short essay called Crashing The Duopoly, explaining: “The data derived from commerce operations is undervalued and it is our belief that data around consumer conversion will become the digital advertising standard. This will be exacerbated by the reduced efficacy of pixel and cookie tracking as privacy protections increase throughout the industry.” At the time, I didn’t have the foresight to explain retail media networks or the pace of growth that would happen over the next four years. But the general idea, I felt, would threaten Meta and Google’s stranglehold on digital advertising.

This member brief is designed exclusively for Executive Members, to make membership easy, you can click below and gain access to hundreds of reports, our DTC Power List, and other tools to help you make high level decisions.

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