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1/ An interesting concept to think about is that several D2C e-commerce businesses have subsequently moved into B&M to compliment their digital offering
Surely there are others, but examples include:
- Warby Parker
- Away
- Casper
- Bonobos
Surely there are others, but examples include:
- Warby Parker
- Away
- Casper
- Bonobos
2/ Conceptually, this is similar to what $AMZN did with AmazonGo where they disrupted the incumbents and then later went back to give them a taste of their own medicine
I suspect that we’ll continue to see this happen longer term with other D2C e-commerce businesses
I suspect that we’ll continue to see this happen longer term with other D2C e-commerce businesses
3/ Especially in vertical markets, many of these companies are structurally unprofitable with the pure play e-commerce model and will perhaps be driven partially into B&M over time to improve the economics
This isn’t to say that the forecasts for broader e-commerce...
This isn’t to say that the forecasts for broader e-commerce...
4/ won’t materialize, but rather that part of the evolution of some of the businesses will require it
There’s a big psychological element to this - not only does it organically build brand equity, but it provides potential consumers with a more sensory experience
There’s a big psychological element to this - not only does it organically build brand equity, but it provides potential consumers with a more sensory experience
5/ I’ve noticed a couple $PTON stores pop up over that last 12 months and if I had to guess, they’ve been impactful in generating both awareness and incremental sales
Even in an increasingly digital world, there remains something valuable in physicality
Even in an increasingly digital world, there remains something valuable in physicality
