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Millionaires
In mid-to-late 2021, it was fairly common for everyone in DTC to be blaming poor business performance on iOS 14.5. Only much later (for the DTC…
Apr 13
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Leo @ Repeat
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Millionaires
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Celebrity, Again
Two-plus years ago, we wouldn’t have predicted that meme stocks would cross into the world of celebrity packaged goods. But here we are. Donald Trump’s…
Apr 6
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Leo @ Repeat
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Celebrity, Again
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March 2024
Expansion
The Ridge $1B exit media tour is kicking off, as Ridge CEO Sean Frank was on the Modern Retail podcast last week. Frank, one of the industry’s most…
Mar 30
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Leo @ Repeat
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Expansion
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Counter
Three times in two weeks now, we’ve read or listened to someone talk about running counter to prevailing wisdom. First, it was venture capitalist Tomasz…
Mar 23
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Leo @ Repeat
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Counter
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Break
We’re taking a break this week. If you’re looking for something to read, we’d recommend Andrew Lipsman’s new-ish newsletter “Media, Ads + Commerce” and…
Mar 16
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Leo @ Repeat
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Break
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Express
The New York Stock Exchange is delisting Express. It’s news that is, most likely, met with a collective shrug. The demise of another mall brand isn’t…
Mar 9
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Leo @ Repeat
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Express
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Turned Off
Last week, Western Wise CEO Will Watters caused a stir on LinkedIn with his post that his brand had turned off Meta ads to preserve cash. Instead of…
Mar 2
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Leo @ Repeat
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Turned Off
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February 2024
Disillusionment
If you were to overlay Geoffrey Moore’s Crossing the Chasm visualization with Gartner’s Hype Cycle wave, you end up with a curious (yet maybe…
Feb 24
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Leo @ Repeat
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Disillusionment
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Creative
For the last several months, we’ve spent a good deal of time in this newsletter talking about the trend of higher production value and our…
Feb 17
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Leo @ Repeat
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Creative
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Foundation
Most of what we write about in this space is foundational aspects of brand, consumer behavior, and the intersection of the two. We rehash the same…
Feb 10
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Leo @ Repeat
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Foundation
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Produced, Revisited (Again)
Earlier this week, Modern Retail wrote about the trend of “ugly ads.” Frequent readers this newsletter will know we think there’s a larger trend at…
Feb 3
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Leo @ Repeat
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Produced, Revisited (Again)
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January 2024
Boring
The solution to the ever ridiculous world of mattress buying is to … launch a new mattress brand. At least according to former Tuft & Needle team…
Jan 27
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Leo @ Repeat
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Boring
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