EC Ecommerce and D2C

Deal Dive: It’s time for VCs to break up with fast fashion

VCs have long supported fast-fashion companies but the controversies and lawsuits they draw makes them riskier investments.

The search for better unit economics prompts consumer tech investors to shift focus

A slew of consumer tech and companies focused on consumer packaged goods have gobbled up venture capital in the past year.

Temu’s latest lawsuit against Shein is wild

Besides making allegations of abusing legal systems and agressive contracts, Temu's lawsuit makes Shein's business practices look like they're from a mobster movie.

We should all be paying more attention to the PDD-Alibaba rivalry

Are we entering an era where Temu rules as the undisputed king of e-commerce?

The 2024 IPO cohort is coming into focus as Shein, Reddit prep to go public

If Shein and Reddit can do better than our miniscule tech IPO class of 2023, they could leave the sort of accelerative impact that tech startups so desperately need right now.

The recent tech IPOs are flirting with negative territory

Klaviyo's and Instacart's shares went on to trade above their initial IPO pricing after Arm's own listing. However, the momentum hasn't lasted long.

Instacart’s IPO storms out the gate, showing that unicorns can, in fact, go public and survive

For startups dying of thirst in this desert devoid of capital, Instacart could not have offered up a more satisfying glass of cool water.

Can the tech IPO market keep up its positive momentum?

If investor sentiment does turn out to be that good, these IPOs could prove a boon for late-stage startups everywhere.

Is Instacart’s new IPO price range justified?

In its S-1, Instacart describes itself as a "grocery technology company." But does that warrant a tech valuation?

The ad market is recovering

New data from a number of tech businesses indicates that the ad market is recovering, partly due to AI.

Pitch Deck Teardown: GoodBuy Gear’s $11M Series A-1 deck

GoodBuy Gear's deck is not without its challenges, but there's a lot to love, including some unusual choices that really worked out for the team.

Klarna’s Q1 results show that the fintech unicorn’s turnaround is in full swing

Klarna managed to nab market share in a contracting market, keeping its own growth story afloat despite stiff headwinds.

Retail media targeting on the AI maturity curve

Let’s look at the three most important milestones along the road to predictive analysis in the retail media context.

Here’s what I learned while leading a bootstrapped startup to $40M ARR

Since our founding in 2014, we’ve reached $40 million in ARR through bootstrapping. From there, it was off to the races.

10 years of fintech failure: 3 more ideas that failed to live up to the initial hype

These innovations rolled out with hype and momentum, but they ultimately failed to change the way the average person manages their money.

How technology unlocks business models: The story of Netflix

Sixteen years after its reinvention as a streaming company, Netflix announced that it's shuttering its mail-order DVD business. Here's a look at how it got to where it is today.

VCs to recommerce startups: Let’s pop some tags

The recommerce market is projected to reach $250B+ by 2027: That’s 5x faster growth than the overall retail market.

Instacart’s Q4 results impressed. Are they good enough to push it toward an IPO?

Let's peek at the latest data and take stock of how far — and perhaps how close — Instacart has come to matching its performance and price.

How much progress is Klarna making toward profitability?

Klarna has had a publicly difficult few quarters. Now that we have its 2022 financial data, we can look more closely at how it performed amid all the noise.

Consumers find chatbots disappointing, but that won’t harm adoption

A new poll finds that chatbot experiences often underwhelm. That doesn't appear to be hurting deployment numbers, however.
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