April 16, 2018 · Volume 11

Adore Me's big store ambitions are a perfect fit for their model

Last week, Adore Me, the online seller of lingerie, announced that it would open seven to 10 stores this year, 20 stores next year, and up to 300 over the next five years. Victoria's Secret, the established brand that Adore Me hopes to disrupt [which, in the tech business means that Adore Me hopes to either kill or compel Victoria's Secret or a competitor to buy Adore Me at a silly dot-com valuation] has struggled as of late.

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A weekly newsletter curated by our principal analyst, Ken Cassar, with analysis and commentary from Slice Intelligence.

 
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April 10, 2018 · Volume 10

Walmart and Humana, a prescription for success?

Last week, news broke that Walmart is considering an acquisition of Humana, the big health insurer. This is just one move among many of late where retailers are trying to creep into the healthcare space.

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April 2, 2018 · Volume 9

Reactions to Google Shopping Actions

Last week, Google rolled out a new program, called Google Shopping Actions, in an effort to slow Amazon's conquest of e-commerce. Amazon's market share is formidable enough, but the bee in Google's Easter bonnet is the fact that the majority [56 percent according to this study] of online product related searching now starts on Amazon.

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March 22, 2018 · Volume 8

Online spirit sales soar — despite being put on the rocks by regulations

The fact that any alcohol is bought and sold online -- at all -- is a testament to the human spirit, or at least to humans' desire to consume spirits [and beer and wine].

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March 16, 2018 · Volume 7

An obituary for Toys “R” Us

It's all but official, Toys “R” Us is shutting down, honorably pursuing the opposite approach of Sears' slow-motion train wreck strategy.

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March 9, 2018 · Volume 6

Google Home's surprising demographic makeup

In preparing for a presentation at next week's Path to Purchase Summit in Chicago, I asked our heroic Analyst team [yes, I am not above apple polishing when it comes to those that provide the fuel for our thought leadership flames] to refresh our data on voice-powered speakers.

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February 7, 2018 · Volume 2

Amazon: Jack of all trades, master of … all?

In preparing for a conference presentation in Nashville later this week, I've been thinking about the pace of change in the U.S. consumer economy and core competencies [also, country music and hot chicken]. Perhaps it's my puritanical New England upbringing, but I am naturally wired to believe that greatness requires focus, and that focus means getting really, really good at a small number of things.

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