

E044: January retail sales, Yeti’s earnings, Shopify’s Q4 & More
Feb 21, 2024
Exploring January retail sales, Shopify's Q4 performance, and Yeti's earnings. Analysis of economic trends post-COVID and challenges faced by middle-income earners. Insightful discussion on the importance of gross margin in business growth. Yeti's expansion into cookware and challenges in the bag industry highlighted.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Deciphering Retail Sales Data Complexity
03:08 • 6min
Analysis of Economic Trends and Fiscal Policy Post-COVID
09:10 • 3min
Navigating Credit Card Sales Decline and Business Impacts
12:32 • 8min
Discussion on Fulfill Sponsor and Shopify's Q4 GMB Numbers
20:13 • 2min
Analyzing Shopify's Growth and Revenue Model
21:56 • 9min
Exploring the Value of Accurate Marketing Attribution in Online Advertising
30:45 • 3min
Balancing Work and Fun with Humor
33:23 • 11min
Yeti's Expansion and Acquisitions Strategy
44:37 • 12min
Challenges in the Bag Industry
56:57 • 10min