Retail
-
The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
-
Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
-
Google “Other Bets” Follow-up, Angela Ahrendts Out at Apple, Microsoft Earnings
Does Angela Ahrendts’ departure from Apple signify a pivot in retail? Then, Microsoft’s earnings highlighted how the company has benefited from its focus on being a horizontal company.
-
Sears Files for Bankruptcy, Sears’ Spinoffs, Value in the Age of the Internet
Sears has (finally) filed for bankruptcy, thanks to a business model that was obsolete well before the Internet came along. Still, there are lessons to be learned from the Sears businesses that continue to succeed.
-
Amazon Go and the Future
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
-
Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
-
Walmart and the Multichannel Trap
Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.
-
Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
-
Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.