Member Brief: Add Recession

Only a recession could stop the new consumer boom. In the meantime, there are greater market forces at play.

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Member Brief: The Meta Decisions

The direct-to-consumer industry regards Facebook as a pillar. Without the early years of Facebook advertising arbitrage, the machine that churned out agencies, brands, and marketplaces would have been far less whelming. Consider Lawrence Ingrassia’s telling of it in his 2020 book Billion Dollar Brand Club:

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Member Data: Cost Cutting

A sure sign that the pandemic is over is that the ascension of two bellwether “stay-at-home” stocks are performing at pre-pandemic levels on the public market. Two tech companies, both leaders in their respective spheres, are showing just how difficult the road ahead may be. To 2PM readers, this shouldn’t be news. We published this, just this week:

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