Fair point: Why gentrified is…justified.
FT columnist Jana Ganesh recently stirred the pot. Gentrification, he argued, is, maybe, not as bad as some of us are making it out to be. (488 words)
Still not sure what a DNVB is? This new white paper should help you out.
Since introducing the term in 2016, Andy Dunn’s DNVB acronym has caught on. A new white paper adds more depth to the conversation. (609 words)
A (not unfair) critique on the merits of minimalism.
If most MLCs are choosing minimalism, when does it start to be seen as a crutch (rather than a strength)? (515 words)
Attention early-stage brands: There’s a new VC firm you need to know about.
Last week, Natalie Massenet’s long awaited (and long rumored) VC fund was all but officially confirmed. Here’s what you need to know. (473 words)
What’s holding the Rapha deal back?
We’re hearing that LVMH’s pursuit of Rapha is has cooled. And one big thing seems to be holding back the deal. (492 words)
From the Slack: “There’s no such thing as a ‘middle’ in e-commerce anymore.”
Subscriber Hendrik Laubscher, based recently shared some strong insights in the context of the JackThreads flameout. (474 words)
Ledbury’s Paul Trible: “We’re indifferent to this whole activewear thing.”
Menswear is trending towards sweatpants. Ledbury is doing the opposite. (281 words)
Rapha’s 12 year financials just landed in our inbox. Here’s what we learned.
The leaked financials answer our biggest question about Rapha: Why exactly are their margins – £1.1M ($1.4M) on £48.8M ($62.1M) revenues for 2016 – so small? (998 words)
Chip Wilson has a new target: Under Armour (and Kevin Plank).
It’s been a rough 2017 for Kevin Plank. This latest potential headache is the last thing he needs. (200 words)
