Peter Lewis
In order to let the work speak for itself, Peter Lewis has not written a bio.
Peter Lewis
has published 27 posts:
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The emerging investment pitch for a movie theater “comeback” is basically another year or two of reversion to the pre-pandemic pitch. Unfortunately, that narrative was mostly wrong. But it’s wrong in interesting
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Before the pandemic I offered five ways to explain the “retail apocalypse” without referencing e-commerce. This time I’ll give you one more that ties them all together, and connect it all back
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Last month I wrote about the ways that airline-style consumer loyalty programs create value for the brands that offer them, and why they’re no longer effective as they spread further into other
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This month Abhijit Banerjee shared a Nobel Prize for the use of field experiments in global humanitarian work. His first published paper in 1987, with Larry Summers, was about frequent flyer programs:
This
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SCENE: A department store in 1994.
Enter VENTURE CAPITALIST, stage left, after a bright light and puff of smoke offstage.
Enter SALESPERSON, stage right.
SP: Need help finding anything?
VC: Wow, it actually
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Self-storage startups like Clutter and MakeSpace may not be the most exciting “space” in tech, but they can tell us a lot about consumer-facing startups in general, and how the search for a
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There are a number of capital-intensive leisure businesses in the US that we associate with Baby Boomers: cruise ships, timeshare resorts, enclosed malls, regional casinos, golf courses, multiplex theaters, ski mountains, and so
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Are WeWork, Industrious, Knotel and other coworking startups overvalued?
I think they probably are and I’ll explain why, but in some ways that’s the least interesting question you can ask about
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It’s true that the “retail apocalypse” narrative is oversimplified, but the counter-narratives are not much better. They tend heavily toward the anecdotal (“look at how this mall replaced their empty Sears”), conspiratorial
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I’ve been reading hundreds of retailer earnings transcripts over the last year, and I’m noticing some recurring feedback loops and circular logic in their current business strategies.
Here’s a simple
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Is there anyone who still believes that open plan office layouts increase productivity? Article after article, study after study has made it clear that the massive distraction they create outweighs any benefits from
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Prediction markets — websites where you can bet on politics — are rising in prominence. This election season, their “odds” are often quoted in news stories alongside poll averages.
Of course, these odds aren’t
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