Member Brief: Temu and “The Five-Year Plan”

There has been a slow dismantling of the energy behind the American direct-to-consumer movement. So what does direct-to-consumer mean now? It may come to mean “direct from factory.” More and more, we will begin to see the term move away from the modern startup brands that previously defined an era of retail. Instead, we will begin thinking through a more literal direction as Chinese eCommerce companies invest heavily into operations in the United States. These companies are able to send goods directly from factories to customers cutting out the middlemen – and in doing so, they keep prices extremely low.

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Member Brief: Win At Netflix

The Netflix J-Curve is in full effect and it may serve as a leading indicator for adjacent digital industries. From April 2020:

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Member Brief: Inventory Glut(tony)

Jie Zhang, the professor of marketing at University of Maryland’s School of Business recently explained two key factors that contribute to the current inventory glut facing many retailers. These factors have combined to reduce shipping prices and increase inventories in warehouses as retailers like Nike have invested heavily in reducing exposure to physical retail. The timing couldn’t be worse. These are the four points contributing to the current state of the retail economy according to Zhang:

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