Ecommerce Playbook: Numbers, Struggles & Growth cover image

The State of Ecomm Investing Pt 2: The Investor’s Perspective

Ecommerce Playbook: Numbers, Struggles & Growth

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Forerunner and Consumer Confidence

Kristin Green is the founder of Forerunner, which has raised a billion dollars in its sixth fund. In her thesis statement when you guys raised your most recent fund, she talked about understanding how the consumer will behave over the next decade. I see Forerunner pivoting into more B2B investments and sort of an evolution of the definition of consumer to include corporations and businesses. And it has me worried about the future of the consumer a little. It's like ops fails if they're sitting on a bunch of excessive inventory or balance sheets overstocked. That doesn't work for them either.

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