Commerce & Customer
+1
Aug 26, 2026
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6 min read
Consumers will save aggressively in one part of life and pay a premium in another. The definition of value has become personal.
A higher acquisition cost is not always the real problem. The bigger question is whether the customer becomes valuable enough once acquired.
AI & Technology
+3
The strongest marketplaces stop being destinations and become the payments, logistics, data, software and intelligence underneath commerce.
Leadership & Operating Models
+2
Customers never chose between direct, stores and marketplaces. The next commerce advantage comes from orchestrating all of them around customer value.
Data & Intelligence
7 min read
The real value of retail media isn't more advertising inventory. It's the commerce intelligence sitting underneath the transaction.
