Essays on the consumer industry.

supply chain

Food made to last, durable goods made to break — Part 1

Most packaged-goods founders eventually tell the same story: their recipe had to be rewritten to survive the supply chain. A second chain — built around proximity rather than reach — is opening alongside the first now.

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Archive

  1. marketing

    The product is not the cost center

    Most consumer brands are stuck on a marketing hamster wheel — paying more each year for the same ground. Costco and Apple took a different path decades ago, and it is paying dividends today. There is a way for more brands to do the same.

  2. brand

    Brand is the only line item that compounds

    Every other line on a consumer P&L gets more expensive over time. Brand is the one that gets cheaper to maintain — if it was built with discipline in the first place.