Member Short: The Instacart Necessity

The Instacart OS is less of an ideal now and more of a necessity. In September, Instacart rolled out a suite of new technologies on the heels of two acquisitions that underscored where the company would be investing for the future: omnichannel retail. It wants to be the Shopify of grocery, and CEO Fidji Simo said that customers are going to shop both online and in store, so the company needs to serve retailers in both environments. In a memo at the time, we wrote:

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Member Brief: Liquid Death Wins

The old adage goes: “First they ignore you, then they laugh at you, then they fight you, then you win.” It seems as though Liquid Death’s “laugh at you” stage lasted longer than what is typical. There is a reason that many analysts failed to see the power of Liquid Death. More on that in a moment.

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Member Brief: Peloton’s Wholesale Push

Peloton’s wholesale push continues as the company pivots from DTC darling to wholesaler. First, it was Amazon. Now, the company has announced its exercise bikes will be for sale at Dick’s Sporting Goods stores around the US, starting with more than 100 Dick’s locations.

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