In honor of Amazon Prime Day, I thought it would be fitting to dust off the blog and shed some light on the state of consumer and retail from my viewpoint.

It’s no secret that retail as we know it has underwent some drastic changes the past few years.  Online shopping, Amazon winning on convenience and delivery, Stitch Fix pioneering data science + fashion, the direct to consumer movement, the rise of Instagram and other media platforms combined with heavy discounting and a race to the bottom for the retailers has led to record store closings and bankruptcies.

Speaking of Instagram, Kylie is out here valued at $900M and here I am trying to get 25 likes per post…

Jokes aside, I put together a few slides on this phenomenon and a few of the key metrics and a framework I used to evaluate companies in this space.  I may do a deeper dive into some of the metrics and what patterns and indicators for success look like at a later post.