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23 Jan, 7 tweets, 3 min read
This quote from Nick Sleep is powerful Image
Through conversations with executives, we often come across comments that make us 'recognise the deep reality' of quality companies

Here are a few:

CEO, Ferrari China on the unique culture and luxury philosophy

$RACE

inpractise.com/articles/ferra… Image
Former VP at Amazon on the power of vertically integrated ecommerce models

$AMZN $SEA $CVNA $JD $TKWY

inpractise.com/articles/onlin… Image
A Domino's franchisee on $DPZ deep operational expertise in pizza delivery

$DPZ

inpractise.com/articles/dmp-f… Image
Naked Wines founder on business model design

$WINE

inpractise.com/articles/naked… Image
VP at Netflix on deeply understanding the advantage of producing and distributing global content at scale for $NFLX

inpractise.com/articles/nflx-… Image
We also have many more examples which makes this work so fun!

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More from @_inpractise

In Practise Profile picture
12 Jan
Why don't US grocers use in-store picking to serve online customers similar to the UK?

$OCDO $WMT $KR
The Big 4 in the UK all use in-store picking to serve online customers.

UPH for in-store picking

UK = 140
US = 40
$OCDO OSP = 180
Both Tesco and Sainsbury's chose in-store picking vs a centralised fulfilment method online.

Is this just an interim solution?
Read 6 tweets
In Practise Profile picture
1 Jan
Farfetch China Ecosystem

$FTCH
Farfetch partner with Alibaba and Richemont to launch on T Lux Soho
$LVMH

''we don't need distribution''
Read 4 tweets
In Practise Profile picture
1 Jan
This is a fantastic question

What company did you pass on in 2020 and why?
For us, online food delivery was one area that we spent a lot of time on but couldn't take a strong view on.

$JET $UBER $DASH
A core part of our process at IP is to understand the end game market dynamics.

What are the planes of competition today vs 3-5 years time?

And what about the company's moat today, if any, will remain in the future competitive end game?
Read 9 tweets
In Practise Profile picture
30 Dec 20
Hello Fresh as an ecommerce membership model is interesting

$HFG looks to benefit from the sales retention of SaaS businesses with the lower CAC and high reactivation of ecommerce businesses Image
The weekly cadence of an ecommerce membership gives $HFG a large TAM, ecomm like CAC, and the option to reactivate customers as they wish. Image
One misconception about $HFG is churn breaks the model. But the fact customers come and go PLUS AoV is $60+ per week gives very high LTV and 6-month payback

What other DTC business has such low paybacks? Image
Read 4 tweets
In Practise Profile picture
12 Nov 20
NEW INTERVIEW: Copart Germany

Short analysis on why Germany could lead to an opportunity as big as the US market

$CPRT

inpractise.com/articles/cprt-… Image
In Germany, unlike the US, insurance companies cannot take ownership of wrecked vehicles Image
This leads to a few core differences between Germany and US salvage:

1) Insurers pay claimant salvage value BUT leaves them to SELL the car themselves Image
Read 8 tweets
In Practise Profile picture
11 Nov 20
A short story on how $amzn started selling swimming pool products vs $POOL
Small business owner customers are relentless focused on price and it seems if the saving is large enough they will switch
$POOL advantage was they stock a huge portfolio of SKU's that are always in stock

So business owners can buy the odd SKU from $amzn but not in any depth or breadth
Read 6 tweets

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