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The Scarcity Trap: Why Hype Brands Keep Going Broke
EOFY is in full swing, Mal's recording from yet another airport — Perth this time, en route to a Singapore keynote — and the retail news is ramping as fast as the sales calendar. This week is a tale of two retails: brands hitting the wall, and brands quietly cleaning up by doing the exact opposite.
The headline act is a streetwear bloodbath. Trapstar and Geedup — two scarcity-drop darlings on opposite sides of the world — both tipped into administration in the same week, and the post-mortem lands on one culprit: the drop model is a working-capital trap, and the moment your gear is on every kid on the block, you stop being special. Around it: a collapse, a comeback, a viral data scandal, and a value-brand land grab.
- Barbeques Galore — creditors knock back the rescue deal, 59 company-owned stores wind up by month's end, and the gift-card "two-for-one" sting tells you everything about the exit.
- Okanui — the hibiscus-print boardies are booming, proof that Aussie 70s/80s retro heritage is a moat Temu can't knock off (and yes, Oscar Piastri's Lego figure picked floral boardies and thongs).
- Click Frenzy — returns 18 June under the Leibovich brothers, with Australia Post footing the bill for the first 500 retailers, and Mal's "go short, go hard" advice for the EOFY scrum.
- Coles × Palantir — the two-year-old deal goes viral on TikTok again, and we're not buying the "nothing to see here" on what a CIA-and-ICE contractor does with your flybuys data.
- Trapstar + Geedup — the deep dive: scarcity, over-saturation, directors drawing down the working capital, and the difference between a 100-year business and a get-in-get-out play.
- Kmart's Anko — squares up to IKEA with its first standalone K Home store as the squeezed middle keeps losing ground to both ends.
🎟️ Online Retailer is coming up — we've got 50 all-access passes for verified retailers (plus free expo passes). First in, first served — details in the links.
https://www.onlineretailer.com/en-gb/register.html?cat=Retailer&ct=U2FsdGVkX18zizAT%2FPRxllJH9%2FV5p++H4EYAQXzu+ZFrIUBftFov4nFdHg365ESU&utm_source=MalChia&utm_medium=Partner&utm_campaign=MarComms
Use code: TWIEPodcast
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By Ecom NationEOFY is in full swing, Mal's recording from yet another airport — Perth this time, en route to a Singapore keynote — and the retail news is ramping as fast as the sales calendar. This week is a tale of two retails: brands hitting the wall, and brands quietly cleaning up by doing the exact opposite.
The headline act is a streetwear bloodbath. Trapstar and Geedup — two scarcity-drop darlings on opposite sides of the world — both tipped into administration in the same week, and the post-mortem lands on one culprit: the drop model is a working-capital trap, and the moment your gear is on every kid on the block, you stop being special. Around it: a collapse, a comeback, a viral data scandal, and a value-brand land grab.
- Barbeques Galore — creditors knock back the rescue deal, 59 company-owned stores wind up by month's end, and the gift-card "two-for-one" sting tells you everything about the exit.
- Okanui — the hibiscus-print boardies are booming, proof that Aussie 70s/80s retro heritage is a moat Temu can't knock off (and yes, Oscar Piastri's Lego figure picked floral boardies and thongs).
- Click Frenzy — returns 18 June under the Leibovich brothers, with Australia Post footing the bill for the first 500 retailers, and Mal's "go short, go hard" advice for the EOFY scrum.
- Coles × Palantir — the two-year-old deal goes viral on TikTok again, and we're not buying the "nothing to see here" on what a CIA-and-ICE contractor does with your flybuys data.
- Trapstar + Geedup — the deep dive: scarcity, over-saturation, directors drawing down the working capital, and the difference between a 100-year business and a get-in-get-out play.
- Kmart's Anko — squares up to IKEA with its first standalone K Home store as the squeezed middle keeps losing ground to both ends.
🎟️ Online Retailer is coming up — we've got 50 all-access passes for verified retailers (plus free expo passes). First in, first served — details in the links.
https://www.onlineretailer.com/en-gb/register.html?cat=Retailer&ct=U2FsdGVkX18zizAT%2FPRxllJH9%2FV5p++H4EYAQXzu+ZFrIUBftFov4nFdHg365ESU&utm_source=MalChia&utm_medium=Partner&utm_campaign=MarComms
Use code: TWIEPodcast