2022 Predictions: Back to the Future

Predicting the Ecom, DTC, and Tech winners and losers of 2022

• It’s a new year and spoiler alert…Brian still loves Costco. He’s actually banking that it becomes the biggest retail winner of 2022, whereas Phillip is rooting for GAP Brands (Old Navy, Banana Republic, Atheta)
• Will Amazon come out as the biggest retail loser of 2022? Possibly. Everyone is feeling the effect of disinformation and it doesn’t seem to be getting better
• Could beauty brands be leading the way in DTC this year? Phillip and Brian are thinking Harry’s and Hero Cosmetics
• “To criticize a direct to consumer brand is to somehow intrinsically criticize its founding team and the small amount of people that work on it. That has to change.” -Phillip
• Who will take home the gold for biggest media winner of 2022? HBO Max, Netflix, or could Youtube come out on top?
• “YouTube is completely untouched and maybe it should be the biggest winner of 2022.” -Phillip
• “Here's my loser for media: None. I think media is on a trajectory. Media continues to dominate.” -Brian
• The rise of the Aggressive Aesthetic: brands are becoming loud.  They’re starting to stand out in a sleek and bold way.

Associated Links:

• Insiders #092: These Brands I Trust
• Episode 8: Body Data
• Subscribe to Insiders
• Listen to our other episodes of Future Commerce
• Listen to our newest podcast, Infinite Shelf

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