E140: Black Friday Just Got Wild

OPERATORS

In this episode, the operators dive deep into the current holiday shopping landscape, analyzing Black Friday Cyber Monday strategies and the shifting behavior of consumers in a soft economy. They debate the merits of starting sales early versus waiting for the "Cyber Five," discuss the complexities of inventory management, and share insights on forecasting growth for 2025 and 2026.

The conversation also explores the difference between "sexy" trend-based growth and durable long-term success, using case studies like Nike and On Running, before concluding with a candid discussion on the role of the CEO in prioritizing company initiatives and making high-leverage decisions

Chapters:

00:00:00 - Introduction

00:03:34 - Holiday Discounting & Consumer Sentiment

00:18:16 - Early Sales vs. Cyber Five Strategies

00:30:00 - Forecasting & Growth Targets

00:42:38 - Durable vs. "Sexy" Growth

00:54:53 - The CEO's Role & Priorities

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