Internet Escape Velocity

The select few that break away do so by operating from day one with customer centricity, breeding intense loyalty that unlocks customer-aligned opportunities for scale and kicks off a flywheel of compounding advantage.

Additionally, the company’s ongoing focus on the needs and shifting demands of its community — the aforementioned factors driving a high Reassurance Multiple — led them to invest well in advance of the pandemic in relationships with leading digital companies like Mirror (US - investment) and Keep (China - partnership) that have paved the way for th... See more

To explore these three factors further, we will look at the trajectory of Lululemon, where the digital business grew 41% year over year and accounted for a third to top line revenue in the recent quarter. In contrast to many peers, namely Under Armour, the company’s omnichannel success has positioned it to break free of the “CAC is the new rent” pa... See more