We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expectations and will agentic shoppic agents lead to another shift in the industry?
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Why have DTC stocks plunged?
- What omnichannel strategies have succeeded?
- What’s the future of agentic shopping?
Companies discussed: Peloton (PTON), Allbirds (BIRD), Stitch Fix (SFIX), Nike (NKE), Lululemon (LULU).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Bart Shannon
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