the big co death spiral

Grocery chain discovers internet

Hi there,

In late August, we talked about how the retail industry is asleep at the wheel.

The examples at the time were Footlocker and Hibbett Sports, both of which couldn’t even say that Amazon was a competitor. It was a clear sign of an industry that was about to get Blockbuster’d.

But it’s not limited to apparel and sportswear retailers.

Let’s add Kroger now to that list of the delusional. More below, but first, some data viz.

Kid planet

We mapped out more than 55 international VC-backed baby and kids tech companies. The biggest deal globally since 2013 was a $200M Series D round of funding to China-based language-learning platform VIPKID.