The State of Ecomm Investing Pt 2: The Investor’s Perspective
Ecommerce Playbook: Numbers, Struggles & Growth
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Are Consumers Resilient?
I think that we're all sort of sitting on the precipice of perceived recession. And it feels to me like there's a lagging indication that the consumer might be experiencing something similar. So I wonder if in the near term, then you guys would look out at decades. But over the next year, two, three, are we seeing that the consumer markets and the consumer product markets may not be the area of greatest investment return for an organization like yours? Yeah, yeah, yeah. The bar has certainly gone up there but actually, as we have always done since the earliest funds, we're looking across categories, across business models, marketplaces, software, services, products.
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