1/ This article is fantastic. Touches on so many of the themes I've been thinking about over the last few years in ecommerce and physical retail. Rising CAC, stores as acquisition channels, feedback loop offline and online. Must read. inc.com/magazine/20180…
2/ "CAC is the new rent." 
3/ Rising marginal CAC: "As they tried targeting a wider set of people, they saw the cost of acquiring a single paying customer climb from $60 into the hundreds of dollars"
4/ Something I've been thinking about for years in terms of scalability of certain ecommerce ideas. Now a problem for almost all Digitally Native Brands.
5/ "If CAC is the new rent, then why not pay actual rent?"
6/ @rsiegel nailed this idea about stores as customer acquisition channels
7/ " Away opened a real store, tried pop-ups in other cities, and discovered that every time it opened a store in a new market, it lifted Web sales in that market. "It's almost like we're opening a profitable billboard,"
8/ more evidence that stores and online have a symbiotic effect
9/ because some of you are too lazy to click through that thread
10/ "DTC companies are realizing they "are not digital only--they're digital first."
11/ "It's just pure scale," says Wharton's Bell. "There are only so many people you can reach online, but there's a massive segment of people who are still shopping offline, and you want to be able to address that market"
12/ wholesaling is another trend @rsiegel touched on
