Rachel Warren

Rachel Warren, an expert in retail and direct-to-consumer business models, joins market analyst Lou Whiteman for a deep dive into the fall of brands like Allbirds and Peloton. They discuss the rising digital ad costs and how venture funding prioritized growth over sustainable models. The duo highlights the success of brands like Warby Parker and Lululemon, utilizing omnichannel strategies. They also explore the potential impact of AI shopping agents on the retail landscape, cautioning about price competition while emphasizing the importance of durable retail economics.