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In the past year, the focus on assortment (d in this framework) has increased meaningfully by big retailers.

Small retailers will continue to compete on this dimension as well. Challenge is how to do that when you are left with commoditized data (i.e. IRI).
One reason I love @ataussig and team's new investment in @faire_wholesale is because of the increasing importance of assortment as a way for offline retailers to be successful.

news.crunchbase.com/news/online-ma…
Their data over time should help retailers find great products- or more specifically better match the right long-tail products with the right long-tail retailers.
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Ryan Caldbeck
@ryan_caldbeck
no @sachin2528 no. No. I assure you that incumbents are not indifferent to the long tail.
I’ve talked with C level execs with 30 public consumer/retail companies in the past 12 months who are getting slaughtered by the long-tail and ask us to license Helio. (we don’t)

circleup.com/helio/
3 months ago I got asked to talk to the CEO of a F100 company. in front of his *entire* management team he said ‘we’re getting killed by the beeswarm of smaller companies. We can’t get visibility into them and don’t know how to react.'

Read 4 tweets
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Ryan Caldbeck
@ryan_caldbeck
First @sachin2528 please don't say they are quasi commodities, any more than the 50 photo sharing apps that exist are commodities. It is an insult to the founders and consumers (likely including yourself) that love the unique value props emerging brands often bring
Second- please name a data source that gives industry participants an understanding of the long-tail of CPG (where all the innovation and >100% of the growth) is occurring.
You can use Nielsen/IRI to get understanding of the large brands at the top 70 retailers, but they dont have descriptive of predictive insights on emerging innovation (which is what CPG founders, retailers and big CPG all want transparency into)
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Ryan Caldbeck
@ryan_caldbeck
Thanks @BrentBeshore

1/ I think our disconnect might be whether or not the investor has control post investment. If the investor buys control then I agree someone needs to step in and have a hand on the steering wheel. Regardless of size.
2/ In a minority situation, I don't believe those activities add value (reviewing incentive packages, board mtgs, co-creating a growth strategy, etc). Again if the investor has control, yes- someone who cares about the outcome needs to do those things
3/ But in situations where the private investor is simply buying a minority stake- my experience has been those things do not add value to the entrepreneur- and often detract value.
Read 14 tweets

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Here's what people miss about losing the House but expanding the R control of the Senate in 2018 as part of Trump's plan.

Keeping the House meant...and there's no getting around this, it's not debatable...keeping THIS GUY in charge of the House.
Yesterday Ken Cuccinelli revealed **A BIG HONKING REASON** that Ryan had to go:

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Ali Vaez
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The escalation of US-Iran tension in recent days has provoked a lot of speculation about specifics: the interpretation of specific intelligence, the agendas of particular individuals.

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2| There's a context to the crisis we've walked into since 6 May. For the past year, Washington has pursued a coercive strategy that's based on brandishing a big stick and burning down the carrot farm.
3| And despite repeated warnings, including by @CrisisGroup that "maximum pressure" campaign was more likely to lead to increased confrontation rather than Iranian capitulation, the admin continued to double down dismissive of possible consequences. bit.ly/2JqDWO5
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Karin Richards
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1/ Investec: Most interesting part of the results is trying to glean some info on the Asset Management biz which will be spun out later this year. It looks good to me.
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RedPilledNativeYaqui
@RedPilledNative
QDrops August 28, 2018

This is the continuation of QDrops for 8/28!2018

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