Member Brief: What Walmart Signals For eCommerce

The next months of retail holidays will determine eCommerce’s resilience against rising recessionary pressures. So far, it doesn’t look great for short-term eCommerce growth. Amazon is focusing on its strengths while reducing costs associated with those efforts. Walmart’s actions are emblematic of the direction the digitally-secondary retailers will steer in the coming months.

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Member Deep Dive: The Shopify Solution

In the age of DTC retail, Shopify has served as more than a technology platform. It’s a bellwether for a much larger notion that shopping’s next iteration would be digital-first. Consumers are revolting against that idea, temporarily at least. Just a little over a year ago in March 2021, we offered this state of the union for Shopify:

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 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:

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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