retailers

also referred to as: retailer

4 statements across 4 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jul 15, 2017 by Jeff Jordan · across every show →

Everything said about retailers, oldest first

Jul 15, 2017 bearish
Insight
Jeff Jordan: Online Retailers Lack Moats and Suffer Low Margins
“A retailer, on the other hand, which would be one to many typically experiences perfect competition. You know, prices get competed down, there are no moats. As a result, typically, there aren't a lot of margins in these businesses.”
Jeff Jordan Jul 15, 2017 ▶ 0:53 Marketplaces
Jan 2, 2019
Assertion Not checkable as stated
Jordan: Gifting-focused retailers generate almost all profit in Q4
“Given all the fixed costs in retail, it, you know, that, that over delivery of sales just gushes into profit. So it's, it really is the, is where most retailers, particularly anyone who's involved, whose business improves through gifting. Makes all their money…”
Jeff Jordan Jan 2, 2019 ▶ 3:48 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 negative
Insight
Levinson: Managing dual online and physical channels increases retailer costs
“For a lot of retailers, there's a problem here, because they're maintaining an internet business, they're also maintaining a retail store business, because some customers want that. So, in some cases, their costs have gone up. They have not become online retai…”
Mark Levinson Jan 2, 2019 ▶ 10:38 a16z Podcast | The Golden Era of Productivity, Retail, and Supply Chains
Feb 26, 2019 negative
Insight
Caldbeck: Failed physical retail expansion can kill early CPG companies
“So if you think of like the CPG products, they're selling through a third party, the retailer. Now they have to make a much bigger bet. They can't usually just start in five safe ways. So they have to start in 200. Now when you start in 200, flipping that and …”
Ryan Caldbeck Feb 26, 2019 ▶ 10:04 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
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