Discover Your Next Lever For Growth.
Every week, get an insider analysis of the largest eCom/Retail brands' financials + 3-Step Turnaround Plan for each biz. Your next growth opportunity is just an email away.
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The answer to who's the #2 most installed Shopify Plus app. Real time P&Ls for faster decision making.
An interesting brand playing a dangerous game of blitz scaling in the public market.
Wayfair’s in bad shape; Plus, the people who’ll change your life.
Canada Goose’s been treading water for 3 years, but we’ll get them soaring again by aggressively refocusing and investing in what actually matters. Plus, the Coco September Update.
On Running is doing ridiculously well, but they need to avoid some common mistakes to become a generational brand. Plus, do you know your Weeks of Inventory?
Lulu’s is the perfect candidate for the Sanocki special: cut hard, obsess over profitability, and sell to the highest bidder. Plus, the death of affordable brands.
Oddity has beautiful fundamentals, and they’re only getting better—so, let’s throw rocket fuel on this ship and 3x them. Plus, real examples of how I use AI every day.
Apple didn’t bite, but we could build a $500m/yr Kirkland line here + scale Costco even higher. Plus, rumors of the great AI demise.
ELF is the only possible challenger to multi-gen beauty empires like Coty and Estée—and here’s how they get there even faster. Plus, Coco CRUSHED August!
Wolverine Worldwide is clawing back from a disastrous 2024, but we can sharpen their focus and make them the ultimate portco. Plus, I’m building branding docs in 20mins with ChatGPT.
Nature’s Sunshine’s a 51-year-old biz, but that doesn’t mean we can make it a lean, mean, modern money printing machine—so, let’s do it. Plus, why ChatGPT finally won my business.
Turning $5B ->$10B by unwinding this eCom aggregator. Plus how we're 2xing Coco this year with 2.5 people.
Does it actually show the consumer is spending more. Plus, Coco’s monstrous July update. Best month yet.
Black Rifle Coffee’s been barely treading water—here are 3 bets they need to make to walk in Red Bull’s footsteps and become a household name. Plus, the Q3 Test promo.
Lemonade has horrible current #s and incredible potential—so, let’s unlock it and overthrow insurance giants. Plus, we’re moving again... and bought Lemonade!
