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'Retail as a service' companies kick and scream that wholesale channels are not conducive for DTC brands. DTC brands will eventually embrace wholesalehave embraced wholesale – Amazon, own stores, wholesales channels – the whole nine yards that go beyond the Hudson Yards showroom experience.
Shopify makes revenue by acquiring new merchants and making more money out of them. Notwithstanding the slowing down of new merchant growth, what are the other factors that weigh in on the near future?
Affirm, Klarna, and Afterpay enable short-term credit at no interest for small consumer spending. The consumer wins, the brand wins in spite of paying a fee to the BNPL provider. It's their cost of acquisition.
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Repeat Economy: Rethinking the DTC Subscription Stack w/ Leo Strupczewski
The economy: We agree, disagree and commit.