Member Data: eCommerce eats retail

2pml.com/2022/04/01/run…

News: lululemon revenue passed Under Armour’s in 2021

Power 3:

Nike
Adidas
Lululemon

News: according to Bloomberg, Apple and Meta gave user data to hackers who used forged legal requests

News: Ian Leslie joins #paid team as Editor in Chief.

From our latest memo, the expansion of Apple Private Relay may be the next shoe to drop for digital advertisers.

From Meta to Snapchat, the IP address has been key to recent workarounds for conversion tracking. mailchi.mp/2pml.com/no825…

Memo: Apple's Property Tax 2pml.com/2022/03/28/app…

Apple grew its advertising business from $300M to $4B between 2017 and 2021.

It's no surprise Facebook needed to not only name a new game ('Metaverse'), but completely rebrand themselves to align with it.

Why are they like this? 😂

News: FashionNova’s SMS marketing

Oof, those ad impressions... via 2PM

2pml.com/2022/03/28/app…

No. 825: ANOTHER HIT 📉

This edition explains how Apple will continue to impact advertising efficacy on platforms like Facebook, Snapchat, Twitter, and Youtube.

mailchi.mp/2pml.com/no825…

News: Michael Rubin is at it again, WWE and Fanatics announce a long-term sports platform partnership.

Apple generated $300 million in ad revenue in 2017 and $4 billion in ad revenue in 2021. That’s a bit faster than Facebook’s growth to $4 billion between 2009 and 2012.

NEW: The Uber x Yellow Cab deal represents mutual surrender.

Uber needs more drivers, Yellow Cab needs Uber’s audience.

2pml.com/2022/03/25/sur…

News: Beyond Meat jerky now exists.

News: Apple (+) was the first streaming service to win best picture.

The Monday Letter returns tomorrow:
Subscribe.2pml.com/today

Yuga Labs (the creator of Bored Apes) has raised $450 million & is now valued at $4 billion.

Their 2021 financials are WILD.

Revenue: $138 million
Net Profit: $127 million (92% margins)

The company was founded just 14 months ago & only had 11 full-time employees in January 🤯

Archives: The Newly Rich

2pml.com/2021/08/29/ric…

This was inspired by a conversation with an SEC official. Regulations are coming.

2pml.com/2022/03/23/ape…