What retail CEOs don't know

This is peak Lifestyle. Easier than ever to launch a brand. More goods than ever. Software-enabled, integrated supply chain driven business models. An explosion of online social media cultures. These elements have become omnipresent, splashed across our lives like the patterned splotches of a magic eye book. Stare long enough, and you begin to see ... See more

My overarching thesis is that we are at the early stages of a multi-decade super-cycle of retail empowerment driven by the fact that “consumption, culture and community” are now tradeable assets. Consumption is no longer ephemeral, but persistent. No longer private, but communal. No longer limitless, but scarce. Consumption is, for the first time, ... See more

In this context, knowledge and judgement and taste are valuable. We trust curators because we believe that they spent time and effort in developing their expertise. This belief seeped from the art world into the aspirational economy, with the new breed of aspirants looking to share their taste and turn their social and cultural capital into the eco... See more