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How Yeti Survived a Pandemic—and Private Equity
But like me and my Amazon coat, it may be harder than ever to form a lasting relationship. Maybe you bought the vacuum cleaner that you saw everywhere on TikTok, but will you ever buy from that company again? These young companies, as Lowitz described, “succeed in making sales but not customers.”
Shira Ovide • The Internet Broke Brand Loyalty (Published 2021)
(An interesting side note of the current situation is that startups like Blueland can’t just radically scale up supply overnight to capitalize on the unexpected demand: Beyond production constraints, air freight costs have increased 6x, Yoo says.)
Dan Frommer • What happens to sustainability and ‘clean’ consumption after all this?
“The outperformance is pretty explainable by the shock to the oil industry,” said Mark Cirilli, a co-founder and managing partner at MissionPoint Partners, a private equity firm. “It has much more to do with the demand shock, as opposed to good companies with high E.S.G. scores are better run in a pandemic.”
Paul Sullivan • Investing in Social Good Is Finally Becoming Profitable (Published 2020)
The pandemic will also likely accelerate the big-business takeover of the economy. In the early innings of this crisis, the most resilient companies include blue-chip retailers like Amazon, Walmart, Dollar General, Costco, and Home Depot, all of whose stock prices are at or near record highs.
The Atlantic • The Pandemic Will Change American Retail Forever
And then looking forward, as we eventually exit this pandemic and slog through the economic downturn, what will convince mass consumers to move their money toward more environmentally friendly products?
Dan Frommer • What happens to sustainability and ‘clean’ consumption after all this?
