Retail and e-commerce startups, funding rounds, founder stories, and business strategy.
Three signals from the past three weeks point to a second control transaction over a Western European parcel or out-of-home delivery network before the end of Q1 2027. The InPost clearance clock, the Prologis and SEGRO merger, and PostNL’s margin guidance all describe the same repricing.
Mastercard’s BVNK close took a neutral vendor off the board, and the signals point to a merchant acquirer or processor buying stablecoin infrastructure before the end of Q1 2027. Three data points from the last four weeks explain why the window is open now.
Blended repeat rate flatters every brand. Cohort tables show whether new customers are actually behaving like the old ones.
Valuation is the headline; the clauses decide the outcome. Here is how to read a term sheet before you celebrate it.
Non-dilutive capital is not free capital. Here is what revenue-based financing and venture debt really cost an inventory-heavy retail business.
Late co-founder equity is a valuation problem dressed as a fairness problem. Here are the structures that survive contact with growth.
Agency to in-house is the most common marketing decision founders get wrong in both directions. This is how one brand ran it.
A comparison of the ways retail brands fund stock, with the real cost of capital and the situation each option actually suits.
One founder’s account of an aggregator exit that looked like a win, what happened to the brand afterwards and why they bought it back.
The preparation that decides how smoothly a retail sale goes starts a year early. Here is what to fix while there is still time.