How the Internet Has Totally Upended CPG Marketing

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The internet completely upends that the internet allows you to target people specifically. The TV industry and CPG companies and big box retailers, all this stuff is interconnected because it all made sense at scale. Netflix isn't running on Facebook but it turns out that Facebook isn't as fine with its targeting as once thought.

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.

Links

Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
Ben Thompson: Email Addresses and Razor Blades — Stratechery
Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
Ben Thompson: First, Do No Harm — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Local News Business Model — Stratechery
Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update