Will 'New Retail' help D2C brands succeed offline?

Now-established players have learned that Instagram advertisements and influencer campaigns only scale to a point: they can net no more than a few hundred thousand of a brand’s “first best” customers. This has driven a shift toward physical retail and prompted founders to agonize over if and when to peddle their wares on Amazon, making direct to co... See more

* RaaS: Offering resale-as-a-service for brands like Everlane and Madewell. They helps merchants monetize returns. As e-commerce grows, so will this channel.

Traditional and institutional brands and retailers will continue to lose market share to local retailers and community-based shopping platforms.

It goes without saying that I’m bearish on DNVBs as a whole. As a whole, the industry tends to rely upon left-brain operators with systems and definite plans. But, I’m bullish on the challenger brands who’ve figured out that winning is often a result of rewriting the playbook. For the brands looking to grow to (efficient) critical mass or even an e... See more