Investment analyst reports:

Use Refinitiv Workspace to locate reports on e-commerce, DTC, and two-sided marketplace dynamics.  

See our FAQ: how to search for company or industry analyst reports in Refinitiv

Company and news databases:

For deep dives on particular players’ strategies, business models, industry disruptions, try using company and news databases. 

Suggested starting points:

•    Pitchbook: good for data on early stage companies, emerging industries/verticals, and funding details
•    Capital IQ: strong all around on both public and private companies
•    Factiva: best first choice for news search  

See: All company databases

See: All news/trade article databases

Industry and market research:

eMarketer, Mintel, Passport, and Statista all have good analysis and data on ecommerce, DTC, retail, etc.

See: All market research databases