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Enjoy
Zheng Li, Gene Munster
Enjoy Tryout Passes the Test
The best way to understand a product or service is to experience it. That’s what Loup contributor Zheng Li recently did with the purchase of an Apple TV with Enjoy delivery and setup. The bottom line: it was a smooth…
3-Minute Read
Apple
,
Enjoy
Gene Munster, Andrew Murphy
Enjoy Is Building the Smart Last Mile
Enjoy’s recent investor update was evidence the company is progressing more quickly than we anticipated on its goal of becoming the Smart Last Mile solution for premium brands, including Apple and AT&T. Today, the last mile is confusing for consumers…
4-Minute Read
Apple
,
Enjoy
Gene Munster
Enjoy Growth Accelerates & Apple Partnership Expands
Enjoy is a pure play on experiential commerce at home. The company partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home at no cost to the consumer. Enjoy expects to go public via a Marquee Raine…
4-Minute Read
Apple
,
Enjoy
Gene Munster
Enjoy’s Great Reshuffling Opportunity
The Great Reshuffling, which has its roots in the pandemic, is changing how and where people live and work, which in turn is changing where companies do business. It’s also impacting how brands and retailers do site selection for brick…
3-Minute Read
Enjoy
Gene Munster
Enjoy Analyst Day Frames Commerce-at-Home Opportunity
Enjoy recently held its analyst day as it prepares to go public via a Marquee Raine SPAC (ticker: MRAC). Loup’s an investor in Enjoy, a technology company that partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home. We see…
5-Minute Read
Enjoy
Gene Munster
Loup TV 084: Ron Johnson on Enjoy’s ‘Commerce at Home’ Opportunity
Gene is joined by Enjoy founder and CEO Ron Johnson, to discuss the once in every 25-year retail paradigm shift to commerce at home, along with Enjoy’s business model and long-term growth opportunity. Enjoy, a Loup portfolio company, is going public via a…
2-Minute Read
Deepwater TV
,
Enjoy
Gene Munster, Andrew Murphy
Enjoy Is a Pure Play on Experiential Retail at Home
Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…
16-Minute Read
Apple
,
Enjoy
,
Retail
Gene Munster, Andrew Murphy
Loup TV 079: Great Retailers Focus on Convenience or the Experiential
Gene and Andrew discuss the second part of Loup’s rethinking ecommerce series, highlighting the two strategies successful retailers focus on: convenience or the experiential.
0-Minute Read
Apple
,
Deepwater TV
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Enjoy
Gene Munster, Andrew Murphy
Rethinking Ecommerce: Convenience vs. The Experiential
This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…
6-Minute Read
Amazon
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Apple
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Enjoy
,
Retail
Gene Munster, Andrew Murphy
Rethinking Ecommerce as Commerce at Home
This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…
5-Minute Read
Airbnb
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Amazon
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Apple
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Enjoy
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Retail
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Tesla
Gene Munster, Andrew Murphy
The Future of Apple Stores Is More Distributed
Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…
3-Minute Read
Apple
,
Enjoy
,
Retail
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