Future Commerce

SkinnyTok, Russian Propaganda, and PepsiCo’s Poppi Proposal


Listen Later

The brilliant Orchid Bertelsen is back with a huge announcement… PLUS: From Aritzia x Sperry's viral fashion to the surprising new role of Amazon in eCommerce, we explore how brands are winning (and losing) in today’s retail landscape.

“I Would Sugarcoat This, But You Would Eat That Too”Key takeaways:
  • [00:04:30] The Sperry x Aritzia collaboration is a calculated and strategic flexing of the Aritzia brand to drive traffic by leveraging the resurgence of the boat shoe trend.
  • [00:19:30] The new metric of business health and the future of retail and private equity. 
  • [00:44:00] Has SkinnyTok gone too far? 
  • [01:02:00] Our heroes of the week: White Lotus and their brand collaborations—authorized and unauthorized—and whoever designed this shirt.
  • [01:05:00] Our villains of the week: Pepsi, for buying Poppi (for $1.7 billion), and the new economic policies and tariff policies that drove Forever 21 and Dollar General out of business. 
  • “The average shelf life of a digital skill is roughly 18 months…but I would say it’s 3-6 months.” – Orchid 
  • “We know the algorithm is shaping how we think. The crazy part? We’re okay with it.” – Phillip
  • “My TLDR for the next three years? It goes back to business fundamentals. You have to be so diligent about every dollar in and every dollar out and run your business to maximize EBITDA.” – Orchid
  • “Large companies are not in the business of turnaround.” – Orchid 
  • “So, Temporarily 21?” – Orchid
  • “Luxury brands think they can raise prices forever. The secondhand market is proving them wrong.” – Phillip
In-Show Mentions:
  • @orchidbert on TikTok
  • Sperry x Aritzia collaboration
  • Miu Miu boat shoe
  • I got Severed at Claire’s
Associated Links:
  • Preorder your copy of the LORE Journal by Future Commerce
  • Check out Future Commerce on YouTube
  • Check out Future Commerce+ for exclusive content and save on merch and print
  • Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world
  • Listen to our other episodes of Future Commerce

Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

...more
View all episodesView all episodes
Download on the App Store

Future CommerceBy Phillip Jackson, Brian Lange

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

83 ratings


More shows like Future Commerce

View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

539 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,685 Listeners

Shopify Masters by Shopify

Shopify Masters

381 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,106 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,210 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

233 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

3,046 Listeners

Uncensored CMO by Jon Evans

Uncensored CMO

47 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,244 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

550 Listeners

The Artificial Intelligence Show by Paul Roetzer and Mike Kaput

The Artificial Intelligence Show

216 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

301 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

140 Listeners

OPERATORS by OPERATORS

OPERATORS

50 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,480 Listeners