Digital-first brands seems to be the winners of 2019

Digital-first brands seems to be the winners of 2019, but they still face headwinds like a noisy online environment and building connections. We have a couple of ideas of how to overcome them. Vacant Fifth Avenue spaces still get holiday windows as traffic increases by Rockefeller Centre. And CPG brands like Unilever and P&G are taking small steps to lower their plastic usage. And Loop refills for you. But it's not enough.

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Solidarity sourcing, or inclusion sourcing is a win with Ikea in Thailand

Walmart might be winning the grocery delivery game with it's integration of physical and digital stores, Delivery Unlimited program, and focus on freshness. The divide between major luxury powerhouses like LVMH and Kering, and independent brands like Burberry is growing. Is digital responsible? Ikea's partnership with Doi Tung shows how a diversified supply chain can be good business, and good for local economies - sustainably.

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Consumers are trading down, and luxury continues to grow

Premium fashion labels are starting to feel some consumer uncertainty as Hugo Boss, and Ted Baker issue statements suggesting they will miss their quarterly targets. This underscores a larger shift that is showing a reduction in consumer spending in the middle markets.

At the mass consumption end of the price market, have customers hit peak happiness? Morgan Stanley analyst Geoff Ruddell says they have - at least in clothing. Clothing sales in developed countries have been stagnant or declining.


And we are missing one week of "holiday shopping" this year between American Thanksgiving and Christmas. How to manage?

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Jennifer Pilkington - RA
Walmart continues to invest in Jetblack, because the future of shopping is voice controlled

Jetblack, the personal shopping service available to consumers via text, is losing $15,000 per member annually. But Walmart continues to invest in the company as an R&D expense as it looks to build its future capabilities. Target will have solar panels on more than a quarter of it's stores in a month. Shiseido acquires clean beauty and skincare Drunk Elephant, a brand that has grown to $100 million annually.

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Jennifer Pilkington - RA
The fragrance market's challenges and solutions

The fragrance market's challenges and solutions, including distribution and finding the perfect "blend" of online and offline. Niche fragrance has the floorspace, but how will that affect distribution going forward? There are two good ways to do digital in-store: support online sales and make good offers for in-store shopping. A VidMob survey found that 1000 Instagram users purchased directly from the app. We tell you what drives the results.

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