Directory
Every company we're tracking. Filter by industry, stage, tag, source, and more.
AutoZone
Store-centric auto-parts retailer slow to modernize, exposed to AI-powered diagnosis and faster e-commerce fulfillment.
Big Box Retailers
Large-format physical retailers showing weak performance and little innovation as shoppers seek new experiences.
OVO Energy
UK energy retailer hurt by billing and support complaints, exposed to digital-first, smart-home challengers.
Ross Stores
Off-price retailer reliant on sourcing excess inventory, exposed as digital liquidation channels expand brand options.
SPS Commerce
Dominant retail EDI provider whose fees and complexity frustrate brands lacking any real alternative.
The TJX Companies (TJ Maxx & Marshalls)
Off-price retail giant sourcing excess inventory, exposed as digital liquidation channels give brands new options.