Public brand and retailer key metrics at your fingertips Worth a bookmark 🔖 80 financial metrics from 66 public brands and retailers plus 10 reference stocks and indexes all in one place 👋 Elephant Herd Index docs.google.com/spreadsheets/d…

This is sooo fucking true.

$620K A top store manager at Wal-Mart can clear $620K in total comp annually. That’s salary plus bonuses and option grants for exceeding targets. The average annual total comp for a store manager is $150K. Obviously a lot depends on the type and size of store. So that $620K is

Amazon’s "secret sauce" was drawn on a napkin in 2001 when Jeff Bezos sketched a diagram of Amazon’s flywheel. Bezos had two critical insights that enabled him to conceive Amazon’s flywheel. 1⃣ Amazon could know its customers at a depth unachievable by traditional retailers.

How do you develop 7 points of margin while building a 70% cost advantage on your competitors? Compounding. Henry Ellenbogen (Henry Ellenbogen) from Durable Capital was an early investor in Amazon. He flew out to Seattle twice a year for lunch with Bezos. And on the recent

The DTC Management Midwit Trap = Allocating into stupid initiatives. As management, the highest leverage use of your time is ensuring your team allocates their time into initiatives with the highest returns. The more cash flow you generate, the more important it is that your

Amen