Retail

“There's really no people involved. There's no reason to have the highest paid, best salespeople in the industry anymore.”

“And the margins on wholesale are shockingly actually better than retail because people are buying a whole lot more at wholesale and they're not buying like a six or seven dollar item that I have to turn around and ship.”

“And then we use the data to inf to impose uniformity on the stores. And that really is the death knell for us. It works in almost every other branch of retail. It doesn't work in books.”

“So if we want to be a brand, like an iconic, beloved brand we need to be in retail.”

“With pre-IPO, with prediction markets, retail gets access to these markets earlier and earlier.”

“Advertising is a trillion dollars and retail is 25 trillion dollars.”

“And the interesting thing is, it's really unclear who's buying it after you unless the rules of the S and P 500 change. And the answer is structurally retail has to buy it after you.”

“That's a tough thing to do at retail. It's very hard to put all that information onto a bottle, and consumers don't spend a lot of time reading labels in the store.”

“Go very strategically into the places where you can find consumers that otherwise would not become aware of you. the minute that you overexpose your product, you invite copycats and you cheapen your brand.”

“The first year, like, after Kickstarter, the first year, we pulled in about twenty million in sales just moving through retail.”

“Multifamily is a asset class that Has historically had low capex. It lends itself well to making distribution, whereas things like office or retail are tenant improvement heavy. Therefore, maybe more episodic in its ability to return capital to investors.”

“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”

“If you look at the pie chart of the industries using Missiv, I think the biggest pot is, like, six percent So it's like six percent retail, and then it's just like five, six like 5.4, and then goes on.”

“The industry supplying wooden pallets to warehouses is a sixty billion dollar a year industry, right?”

“When you think about re about retail, It's pretty easy really to sell in, but what you really got to focus on with retail is sell through, right? And that's where a lot of early brands that their buyers are out there in retail looking for things to buy. The…”

“In the world of retail is essentially a trading business. You're buying from someone, selling to someone else. There is no IP you're creating. There's no IP that you own. And if you don't have your own IP that, as a business model, it's always going to be weak…”

“And if you go look at what premium contemporary brands do, they grow through retail.”

“You will see The institutional investors that have historically loved venture and participated in those big pools move down market, just like they did in buyout. All the ENFs left the mega funds between 2008 and 2012 for the most part. I think the same thing w…”

“Brands built prior to that era, especially in non-tech categories, so think CPG, beauty, retail, et cetera still can flourish. In fact, like What's old is new again.”

“You just learn so much more about who your buyer is. Why they buy. All the questions you had. Who's your buyer? How often did they buy? We didn't talk about repurchase, right? It's like, this is all stuff that you... And you can't know with retail.”

“I believe you in the fact that I see pop-up shops and I definitely see that, that, that this is going to be a very vital piece of the retail, this sort of hybrid, all right?”

“It either needs, like, some kind of unique brand identity that if it's, if you're using traditional distribution like retail, and I'm walking to Charles's point, I'm walking down the aisle, right, it's gonna grab me. I'm gonna be like, wow, I gotta try that. S…”

“Falling sales forced inventory cuts, driving away customers who expected selection, causing more and more sales drop.”

“No rear view mirror. Most people do rear view mirror, and they say, well, we sold last year this. Sometimes it's gonna go this way a lot. So you chase what's over in post peak.”

“And I say never give a customer A reason not to buy something. It's one of my rules, you know.”

“The whole business is recognizing patterns. It's, you know, there's patterns that go on, and for me, I have to preempt the pattern, and then I push the team.”

“Learning how to line up your cash flows when you're a direct-to-consumer business is extraordinarily easy. A customer orders the product, you get paid right away. With retail, they'll order the product, and sometimes you don't get paid for 90 days.”

“You know, our core customer has been in the four years that we've been around very much millennial women as the years have gone on, especially it's gotten quite a bit older as we've gotten into retail and also gotten more national awareness outside of just soc…”

“Retail and delivery, right around that point, retail reach about 50%, and it's kind of been like that for 10 years now.”

“Local shop is winning because of two things. Relationship, your merchandise, and the cost. The retail comes in relationship goes away. There are foreign brands or big brands going to come. There is no relationship one to one level. So therefore, if somebody ha…”

“So let's give an example, say Rampur in the Mumbai duty free would be 8500 and in the retail 12 another thousand.”

“The blended margin for a successful brand in the retail is somewhere around 12 to 15%, including your trade scheme. Nobody goes beyond that unless you are a very early brand and it's a push sale.”

“Everything was sold on discount and price. And I thought that was wrong. I think, you know, that, that's well, it, it's boring for a start if it's, if you're looking at his price rather than looking at specification and how things perform. And I think performa…”

“I think the biggest thing is that you can't scale that retail without significantly increasing your team, but whether or not you sell a thousand dollars a day on Amazon or a 100,000 dollars a day, you can still do it with one person online.”

“With this type of product, one of the other things when you go into retail, don't fall into the trap of trying to compete on price. You are going to be the little guy coming into the space, lean into your story, lean into the premium aspects of the products an…”

“Every company we have that's scaled, we have an incontinence brand focused on sort of the other Stage of life. You end up being multi-channel in the mix of D to C, B to B slash wholesale and retail. Every company ends up with a different formula, but that seem…”

“There's a distress out there, but that distress is largely the office sector. The other sectors from a fundamental supply, demand, occupancy, rental growth, they're doing just fine. Even retail.”

“I have historically viewed Solana as a very tourist thing, you know, because it came in kind of right at the beginning of the last bull markets. It was, you know, aggressively marketing. There's also one of these insider VC coins that sold a lot to early insid…”

“Anything in retail is great, because, you know, you just put things on a shelf, and people buy it, and, you know it's like, it's much easier than, like, doing something complicated.”

“And of this, right, it's not like all of this volume is coming from like retail at all. I think retail from the latest numbers I know is about 20%.”

“You can't just have low selection and be like, well, it's all cheap stuff. It has to be, like, high quality in its category and the best deal on the market in order for people to be ok with low selection, which drives low SKU count, which drives all the amazin…”

“Most portfolios, if not all portfolios, including more retail as finance becomes more democratic, will involve some portion of Private markets at some point, whether that's 10%, 30%, leading up to 50%”

“If you can own your audience, right, which if you can get them into a subscription that's one way to own them and then upsell them on products like that is a much more viable strategy than being beholden to retail.”

“We saw no statistical significance between Small companies and large companies, the only statistical significant, statistically significant difference was with retail.”

“Once we got into retail, our profit margins were like slashed in half, because remember, we went into retail with the still the high cost of goods, so, and all of the other fees that are attached with like retail, we ended up spending a lot in marketing and re…”

“You have to be able to prove that you can measure it, right? And so that's the number one problem, especially with RevShare, is to be able to say that, like, my software generated and assisted that revenue and nobody likes to pay for returns especially in reta…”

“The good news for apartments is we can still get loans. We can get really nice loans still. But if you're in Retail or office. There's just no loan. You've got to do all your deals, all equity, which is pretty wild.”

“Like I do think this is where all retail is going. It's the, how is it going to get there? That's sort of the challenge.”

“The truth is that 80% plus of retail is still spent in brick and mortar stores.”

“Like, there is clearly going to be a wave of new company creation, right? Outside of software. So whether that's apparel, or retailing, or restaurants, all sorts of things, like the whole basis of how you buy stuff online changes.”

“One thing I've discovered is there's a lot more demand for venture scale return, or I should say venture skew of returns among retail than you would previously think.”

“Many stores have 200% turnover in a year, meaning that each position on average turns over twice in one year. So their ability to get the benefit of training is minimal, which means they put minimal effort into training people.”

“Testing the magic, very difficult. The only way you're going to test it is by putting it at retail.”

“That retail that that retail tv and so on advertising and now being completely overturned by stuff that people in tech were obsessed by 15 years ago”

“The idea of like search engine, 20 years from now is going to be laughably like the cassette tape. It's like, wait, so dad used to like go, you wanted to buy a toast and you typed in toaster in this like search engine and you had 10,000 responses and you had t…”

“So retail is 20% of traded volume right now. It's double what it was in 2019.”

“Retail, rent, advertising, marketing, same day returns, free shipping, free returns. These in the past were all separate budgets. Now they're all kind of the same thing.”

“And then other competitors are highly focused on retail and FMCG, which is a declining sector. So we're actually very diversified into FSI, telcos.”

“And so they've always been very, they've always been actually been very asset light in almost all of this stuff. It's only, it's A, retail, and B, chips. Those are the places that they push deep into assets. Because that was where you could deliver something f…”

“That area of our business is more profitable than the retail. So people moving on to the mail order business is quite a help because we then generate more profit.”