Going private: Here comes Amazon’s next big wave of disruption and dismantling

While Amazon is often falsely blamed for all of retail's woes, the "Amazon Effect" is both profound and well-documented. While the company's overall market share is relatively low (under 5%), Amazon now accounts for nearly half of all e-commerce sales and its pricing and supply chain supremacy continues to put margin pressure across many categories of retail. … Continue reading Going private: Here comes Amazon’s next big wave of disruption and dismantling

Pure play e-commerce’s fantastic (and unsustainable) consumer wealth transfer

"Retail disruption" has been a popular buzz phrase for several years now. In fact, most of the retail brands that have received out-sized mentions in the business press--and commanded the adoring attention of industry conference attendees--for the past 5 years or so are somehow or other leveraging digital innovation to fundamentally re-work the consumer experience, … Continue reading Pure play e-commerce’s fantastic (and unsustainable) consumer wealth transfer

A few inconvenient truths about e-commerce

It's easy to feel like e-commerce is eating the world. It's not. While there can be no question of e-commerce's continued growing importance and its often disruptive nature--particularly in categories like books and music--I'm both amused and amazed at the lack of perspective many in the industry often seem to have. So here are what … Continue reading A few inconvenient truths about e-commerce