Member Brief: Bullish 2025

As we look ahead to 2025, it’s becoming clear that eCommerce isn’t just rebounding; it’s on the verge of another major growth phase. After a few volatile years of demand spikes and subsequent recalibrations, the indicators are pointing towards a new cycle of expansion driven by several converging factors: political shifts, technological advancements, consumer trends, and new market dynamics. Here’s why 2025 could be the year of a sustained eCommerce boom — and why now is the time to be bullish.

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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Member Brief: The Top Players Leading The Charge

This week’s key memo focused on Shopify’s role at the nexus of finance and commerce. This member brief builds on it by breaking down the key players, establishing that the real growth in online retail is no longer in widgets moved; it’s in financial products sold.

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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Member Brief: Nike and China in 2025

Nike’s attempted journey from a wholesale behemoth to a DTC powerhouse has been one of the most talked-about transformations in the retail world. However, this shift, while initially promising, led to several unforeseen consequences that now challenge the brand’s long-term strategy.

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.

Join Here