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Retail & Logistics

Inventory Apocalypse 2.0
Retail is no stranger to uncertainty and the resulting volatility.
 • 
Sophia Dodd
 and 
Chelsea Zhang
AI-Powered, Human-Driven: The Convergence of Digital and Physical Commerce
Follow the discussion on LinkedIn
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Sophia Dodd
 and 
Chelsea Zhang
The Headfake of Vertical AI: Supply Chain Edition
Follow the discussion on LinkedIn
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Chelsea Zhang
The Off-Price Edge
Our recent analysis on inflation’s impact on consumer behavior showcased how macro dynamics are driving value-seeking consumption. While major players…
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Chelsea Zhang
 and 
Sophia Dodd
Black Friday Is No Longer What It Used To Be
How The Rise Off-Price Retail Is Rewriting The Rules Of Black Friday
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Sophia Dodd
Marketplaces, Brokers and Storefronts
Over the last decade, we’ve seen tremendous growth in commerce transacted online.
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Rick Zullo
Inflation Sparks the Off-Price Boom
Follow the discussion on X!
 • 
Chelsea Zhang
 and 
Sophia Dodd
The CPG Dilemma (and Opportunity)
At Equal, we love to “follow the money” within retail. Today, we’re excited to showcase a massive segment that is severely underserved by technology…
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Chelsea Zhang
Equal's POV on Investing in Retail & Supply Chain
What we're excited by in 2024
 • 
Chelsea Zhang
Welcome Revive to the Equal Family!
Turning returns (and deadstock) into revenue
 • 
Chelsea Zhang
 and 
Rick Zullo
Equal’s POV on Investing in Retail
Today, we’re publishing the last of Equal’s Product Owner perspectives on retail, a sector that makes up almost 20% of U.S. GDP (see previous posts on…
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Chelsea Zhang
Equal’s POV on Investing in Supply Chain & Logistics
As part of Equal’s AGM this year, the Equal Product Owners did mini deep dives into the current investment landscape of our various sectors (see Adam’s…
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Chelsea Zhang
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