Absolutely epic take. The brands that are crushing it right now, are the ones that know how to make the customer feel like they joined a club when they use their products. This used to be reserved exclusively for luxury brands - getting a Rolex, buying that Mercedes - now Gen Z and Millenials are joining the cool kids club with their consumption of every day brands and products that tell their peers who they are.
Great piece. With AI, there's no doubt a physical product will be increasingly valuable, to me at least. My question is how much is too much, for the consumer and level of market saturation... or will brands continue to find their niche as they've done for decades...
As a consumer and someone who tracks the investment landscape, my "hero products" are those that I can't imagine going a day without. Like you said, "habits" and "rituals." When it comes to software, I'm bullish on tech that helps brands tap into the habits and rituals of users.
Love your analysis on the overall consumer space. Distribution + community are powerful moats for consumer brands. What do you think about social/cultural spaces (e.g., run clubs) that build out a community and create products that serve their group?
Absolutely epic take. The brands that are crushing it right now, are the ones that know how to make the customer feel like they joined a club when they use their products. This used to be reserved exclusively for luxury brands - getting a Rolex, buying that Mercedes - now Gen Z and Millenials are joining the cool kids club with their consumption of every day brands and products that tell their peers who they are.
Great piece. With AI, there's no doubt a physical product will be increasingly valuable, to me at least. My question is how much is too much, for the consumer and level of market saturation... or will brands continue to find their niche as they've done for decades...
As a consumer and someone who tracks the investment landscape, my "hero products" are those that I can't imagine going a day without. Like you said, "habits" and "rituals." When it comes to software, I'm bullish on tech that helps brands tap into the habits and rituals of users.
Love your analysis on the overall consumer space. Distribution + community are powerful moats for consumer brands. What do you think about social/cultural spaces (e.g., run clubs) that build out a community and create products that serve their group?
There's a great article from Vogue that explores this topic: https://www.voguebusiness.com/story/fashion/from-sauna-socials-to-run-clubs-are-community-event-leaders-the-new-influencers
What relevance does the gov’t shutdown have on the market?
Do you think people are cautious?