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Future of Commerce

Retail Trends

5/20/26

9 min read

The 2P Model

TikTok Shop in 2026: What's Actually Working

TikTok Shop's real value isn't standalone GMV β€” it's the demand engine feeding Amazon. Here are the three patterns separating winners from losers in 2026.

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5/18/26

12 min

The 2P Model

Liquid Death: How a Can of Water Became a $1.4B Brand

What's actually transferable from Liquid Death's rise to a $1.4B valuation? Two principles β€” concept validation and brand specificity. The rest was unrepeatable.

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