The new reality: Hims as an incubator, Bonobos as an M&A shop, and Harry’s as a VC. What’s driving this new DNVB trend?
Subscriber Phil Soriano explores why some of today’s VC-backed ‘blue chip’ DNVBs are engaging in some unusual activity beyond the scope of brand and community development. In some way or another, the likes of Glossier, Harry’s, Bonobos, and Hims have each dabbled in acquisitions, incubation, or in-house VC expansion. Soriano explains why.
Tyler Brûlé’s retail projections: Bullish on Walmart, bearish on Farfetch.
On the back of Walmart’s aggressive e-commerce acquisition spree, and Farfetch’s newfangled Store of the Future concept, we spoke with the Monocle man about why US and European retail is failing, how it can be fixed, and why the Japanese still to get it right. (1,267 words)
The Bonobos-Walmart saga: Marc Lore is quickly proving to be Walmart’s man of 2017.
There’s been plenty of analysis on the pending deal since last week. Yet one thing is becoming abundantly clear in this narrative: In former Jet.com CEO Marc Lore, Walmart has a snarling e-commerce pitbull. (562 words)
