Member Brief: Rapinoe Leads The Offensive

For companies like Parade, Adore Me, ThirdLove, Thinx, Savage x Fenty, and Knix, there was no easier target than Victoria’s Secret. For decades, VS was a retail brand that moved like Goliath while being run by executives that felt that David never had a stone’s chance. Agility was the Columbus, Ohio company’s nemesis. Even throughout a number changes over the years, it failed to see two things coming: insurgent competition and an evolving American culture. Tone deafness was its own worst enemy. The brand’s hubris made amateurs of retail industry legends.

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Member Thesis: The Connected Mall

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Long before retail was impacted by social distancing, the American mall was fighting for survival. Early signs of this were everywhere: perpetual discounting and promotion, insufficient staffing, stale inventory, and outdated storefronts. A number of these retailers are highly-leveraged assets, a culprit even a junior financial analyst could identify. As a result, a deluge of layoffs and closures began within two weeks of foot traffic falling. What will a healthy retail ecosystem look like when normalcy returns?

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Member Brief: The Luxury Bodega

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In the fall of 2017, WeWork purchased the building of an iconic retailer on New York’s Fifth Avenue. It signaled a new era for the cowork building network, one that wouldn’t be limited by the cost structures of rented tables, private offices, or floors. But there is such thing as too much money, too many core focuses, and too many leaders democratizing the vast opportunities ahead of them.

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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