Luthan's Profile

Great overview of H&M, Carolina. It’s very interesting that they don’t have their own factories which I think both Zara and Uniqlo do. This makes their partnerships with suppliers crucial. One thing that also differentiates them from their rivals is their partnerships with high-end designers such as Balmain and Maison Martin Margiela for special collections. These sell out instantly. It will be interesting to see how they leverage technology as they continue to expand rapidly across the U.S.

Very interesting story on Netflix’s methods of biz model reinvention and how it was essentially a victim of its own success. The move to vertically integrate and produce content in-house was HUGE. As the cable companies and networks continue to unbundle, it will be interesting to see how (and if) Netflix evolves and if they are able to continue producing such great content.

Great write-up on a promising two-sided platform. Recognizing when to buy scale as opposed to continuing to compete in an almost fragmented space is playing in their advantage. Partnerships with restaurants are important, but it limits the choices for consumers unless all are partners. It’ll be interesting to see who ultimately wins between the GrubHubs or Favors (who allow any restaurant, tack on a service and delivery tip, and just assign a runner to go pick up the food) or if there is room for both models.