Dru Riley is covering Direct to Consumer retail on this week’s edition of his Trends.vc newsletter. Subscription businesses like Dollar Shave Club and Harry’s are very lucrative businesses.
One interesting prediction is the importance of influencers in this space. Having an audience to market to is critical. Influencers will increasingly create their own product lines, rather than just promote others.
Matt Ward’s analysis on online retailing is also worth a read if you are interested in this space.