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The U.S. Federal Trade Commission, along with 17 states, has filed an antitrust lawsuit against Amazon, accusing it of illegally maintaining a monopoly through punitive and coercive tactics. Amazon and some analysts argue that the company is just one player in a vast retail market and that its practices are standard industry behavior. This article outlines the arguments from both sides and expert opinions.
Glossier was founded in 2014 and quickly rose to prominence with its minimalist skincare and makeup philosophy, attracting a large number of millennial consumers. However, in recent years, the brand has experienced layoffs, store closures, and CEO changes. Journalist Marisa Meltzer details founder Emily Weiss's growth trajectory and the company's rise and fall in her new book 'Glossy,' and she is interviewed by Retail Dive to discuss the brand's impact on the beauty industry and the changes in its core customer base.
Express's net sales fell 6.4% to $435.3 million in the second quarter of 2023, with a loss of $44.1 million and inventory up 20% year-over-year. The company has responded with measures such as layoffs and a reverse stock split, and appointed Stewart Glendinning as the new CEO. A joint venture with WHP Global brought in funding, but high royalty fees raised concerns. Analysts note a decline in brand appeal and bankruptcy risks, yet there are also growth opportunities.
EBITDA, as a non-GAAP metric, is widely used in the retail industry but is controversial due to its lack of standardization. This article explores its definition, supporting and critical viewpoints, and analyzes differences and impacts in practical applications through cases such as Warby Parker, On, and Allbirds.
The first half of 2023 has passed, and major DTC brands have successively released their Q2 results. This episode of The Backroom podcast reviews the growth of brands such as On and Canada Goose, as well as the difficulties faced by Olaplex and Grove Collaborative, and discusses comparisons with mass retail and holiday season expectations.
Supply chain decarbonization is key to global climate action, yet up to 75% of greenhouse gas emissions fall under Scope 3, with high abatement costs. Companies face investment pressure, suppliers lack funding, and green financial instruments such as green bonds and supply chain finance programs are emerging. Who will pay for this transition? This article provides an in-depth analysis of the roles of all parties and potential solutions.
Since Art Peck's departure in 2019, the CEO position at Gap Inc. has seen frequent turnover, and leadership across its four major brands has been unstable. The new CEO, Richard Dickson, will assume office next week, with a background primarily in the toy industry and lacking apparel experience. Industry opinions are divided, but there is general consensus that his innovative thinking and brand reinvention capabilities are key. This article examines the current state of Old Navy, Banana Republic, Athleta, and Gap one by one, highlighting the challenges and potential opportunities each faces.
The 2023 back-to-school season faces dual challenges from lingering inflation and declining consumer spending expectations. Deloitte forecasts a 10% year-over-year decrease in household spending. American Eagle partners with the Ziegler sisters, leans into 90s nostalgia, and increases outdoor advertising investment; Amazon continues its "spend less" messaging strategy. This article outlines brand strategies and industry data.
In this episode of Behind the Scenes from Retail Dive, senior tech reporter Jason Del Rey talks about how he obtained insider information, the process of writing Winner Takes All, and looks ahead to the future competitive landscape between Amazon and Walmart.