[HN Gopher] What can we learn from Barnes and Noble's surprising...
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       What can we learn from Barnes and Noble's surprising turnaround?
        
       Author : AlbertCory
       Score  : 54 points
       Date   : 2022-12-28 21:07 UTC (1 hours ago)
        
 (HTM) web link (tedgioia.substack.com)
 (TXT) w3m dump (tedgioia.substack.com)
        
       | slimginz wrote:
       | I hope that this will be used in the future as an example of why
       | MBAs don't always make good CEOs. You may be the best person in
       | the world when it comes to managing a company, but if you're not
       | knowledgeable and passionate about the product you're making
       | and/or selling then you're going to not do very well. Off the top
       | of my head I can think of 2 more examples: Apple before and after
       | Steve Jobs returned and AMD before and after Lisa Su was
       | appointed CEO.
        
         | irjustin wrote:
         | > passionate about the product you're making and/or selling
         | then you're going to not do very well
         | 
         | 100% agreed. Not that it isn't possible, but I'd like to start
         | with a product person because a product person will fight for
         | what matters to the customer and I'd prefer to be in that camp.
         | 
         | Satya Nadella after Balmer would be another example. Balmer did
         | great things for MSFT stock ticker, but so much of the 90's
         | love was lost. Satya has a massive uphill battle but with
         | Github, VSCode and other efforts - I do believe he sincerely
         | cares.
        
         | brycelarkin wrote:
         | Both Barnes and Noble and Waterstones are owned by the same
         | hedge fund (Elliot Management).
         | 
         | Looks like the hedge fund installed the new ceo when they
         | purchased Barnes and Noble.
         | 
         | That hedge fund is probably filled with MBAs.
        
         | christophilus wrote:
         | I see it all the time in computer science. People become
         | programmers because the pay is good. But without a love for the
         | craft, they end up either hating life or being mediocre or
         | both. It really does help to love what you do.
        
           | pryelluw wrote:
           | Not love, but have natural inclination towards it. That
           | drives a sense of wonder to learn more.
           | 
           | Love comes and goes. Wonder is forever.
        
           | grugagag wrote:
           | Some of that liking what you do can also be attributed to
           | chance in the career path one stumbles upon. I've had
           | programming gigs that I loved and gigs that turned out, after
           | slowly boiling like a frog in a pan, were disfunctional and
           | skill eroding.
        
         | manimino wrote:
         | I once interviewed at a company for a job that was pretty much
         | a dream job - very niche passion. Everyone there was very into
         | that niche.
         | 
         | Except for the CEO, who prided himself on not knowing anything
         | about the field. He saw not knowing the niche as a perk; he'd
         | focus on the "business side" only, leaving the rest to everyone
         | else.
         | 
         | Got the offer, turned it down because of that.
        
           | Karrot_Kream wrote:
           | Idk, I can see that as being healthy (in the abstract; you
           | were there in person so I'll bet you had a much higher signal
           | than I do as an internet commenter.) I've definitely seen
           | non-profits be sunk in by groupthink when being too close to
           | a problem. Sometimes an outside perspective is what you need
           | to reframe your approach, as long as it's tempered by lots of
           | insider expertise.
        
           | [deleted]
        
       | snickerbockers wrote:
       | I shop at Barnes and Noble a lot, and I even subscribe to their
       | membership program (for an annual fee I get 10% off purchases in-
       | store and free shipping online). i dislike the way physical books
       | take up so much space in my apartment but at the same time I
       | can't in good faith buy e-books when they're covered in draconian
       | DRM. I also can't get over the incident from the early 10s when
       | Amazon deleted 1984 off of their customers' kindles.
       | 
       | My apartment is running out of space for all these books, and
       | maybe the solution to this is that I need to borrow from the
       | library more often instead of buying my own books. I really wish
       | I could have an e-reader, but again, I don't want to spend money
       | on things that will lock me into a single vendor indefinitely and
       | might just arbitrarily go away.
       | 
       | I learned my lesson in the early-00s when online music purchases
       | were DRM'd and I lost a lot of my collection due to Yahoo music
       | shutting down. I also remember one of the problems being that
       | purchases made in one store would not be compatible with a
       | competitor's MP3 player, which locked you into a single vendor.
       | Couldn't switch to iPod because it didn't work with the DRM that
       | was designed for my Dell DJ (which was a POS that broke all the
       | time but I had to stick with it because of my existing music
       | collection).
       | 
       | I'd hate to have that same problem but with books instead of
       | music.
        
         | AndrewDucker wrote:
         | I strip the DRM off of books the moment I buy them. Check that
         | this is possible for you too, and you'll end up with a
         | collection of DRM-free epub files that you can back up as you
         | like.
        
           | imtyler wrote:
           | I assume this is against the EULA of most retailers and would
           | open your account to possible deletion. Not saying that it's
           | likely, but DRM restrictions seem like a matter of principle
           | to some people. Even if you can strip the DRM you still don't
           | legally own the product.
        
         | verisimi wrote:
         | Great points.
         | 
         | Books or music as a service, when you think you've bought them,
         | is terrible.
        
         | Waterluvian wrote:
         | Sell or donate books, too! Just because you bought something
         | that lasts for ages, doesn't mean that's where you get the
         | value.
         | 
         | I organize by age (using a ring buffer method) and have an
         | honest "am I going to read this again?" review of my oldest
         | shelf every few months or so.
        
         | 2OEH8eoCRo0 wrote:
         | https://github.com/noDRM/DeDRM_tools
        
       | cocacola1 wrote:
       | I don't often buy books at Barnes & Noble, but it is where I buy
       | most of my Criterions.
        
       | flappyeagle wrote:
       | Anecdote: B&N was by far the best place to buy x-mas gifts this
       | year, especially for kids.
        
         | wwweston wrote:
         | If this isn't by design, it's by very happy accidental
         | engagement with the fact that when it comes to media and
         | related things, the time physical copies of it matter most are
         | gifting-times. It just _feels_ more genuinely gift-y to hand
         | someone the gift than message them with it.
         | 
         | And B&N has become a media-heavy giftshop.
        
         | mcast wrote:
         | I wish Amazon brought back their 4-Star physical retail stores,
         | it was a great place to buy gifts in person. The concept was
         | simple: everything in the store was an item that was rated at
         | least 4.0 stars online and there was an electronic price tag
         | that kept its price in sync with the online version.
        
           | browningstreet wrote:
           | I spent time at the Walnut Creek one -- it was a good
           | execution of a kind of obvious idea. It was weird that they
           | shut them down. That said -- smaller versions of the same
           | format in airports/commute-centers would be great.
        
           | TylerE wrote:
           | Serious question: how many products on Amazon aren't rated at
           | least 4.0. Even the crappiest Chinese alphabet brand products
           | are typically rated like 4.3-4.5.
        
           | themadturk wrote:
           | I went to a Four Star store just once, to trade in a dying
           | Kindle. The customer service was incredible, and the trade-in
           | was actually better than promised online. I was sad to see
           | them close.
        
           | ProAm wrote:
           | It's hard to trust Amazon with quality anything these days. I
           | wouldn't shop there as for I think the employees would be
           | less than helpful or happy to be there and Id be constantly
           | worried about counterfeits or returns.
        
       | 0xCMP wrote:
       | Also important to take into account for why this method is
       | successful is that people write posts like this which make you
       | really want to go check it out. Customers who are passionate
       | about how your business is run.
       | 
       | Honestly, if I was more skeptical + motivated, I'd be looking
       | into if this post was actually a paid ad because my reaction is
       | "where is the closest Barnes and Noble?"
        
         | AlbertCory wrote:
         | Ted Gioia is not a shill for B&N. He's actually more of a music
         | writer. And other things.
        
       | ars wrote:
       | Something I took away from this is they don't discount books,
       | they don't compete on price.
       | 
       | And that makes sense, anyone looking for a good price is going
       | online, if you are in the store you are not price sensitive. And
       | of course this means B&N is much more profitable than they would
       | be otherwise.
       | 
       | Lowes is doing this too - their prices for plumbing products are
       | insane - $12 for something that goes for $2 online, but they are
       | betting that anyone buying in the store needs it _NOW_ and will
       | pay anything.
        
       | benced wrote:
       | I'm always skeptical of turnaround stories that claim to be all
       | about the love of the product or whatever. I'm sure that works
       | sometimes - Apple in the aughts obviously - but realistically
       | running a public company is a more hard nosed endeavor.
        
       | kken wrote:
       | Interesting insight and speculation from the comment section of
       | the article:
       | 
       | >Jane Friedman
       | 
       | >Speaking as a publishing industry reporter & observer, I
       | couldn't agree more with your assessment of James Daunt's
       | leadership and business strategy. Unfortunately, the picture
       | isn't quite as bright for B&N as those numbers would have you
       | believe. B&N stores were once quite large (e.g., 25,000 square
       | feet); the new stores opening are less than half that in some
       | cases. And they're largely re-opening stores that closed during
       | the pandemic.
       | 
       | >It's also concerning that during a record two years for book
       | sales (the pandemic was great for book sales of all kinds),
       | Barnes & Noble didn't see the same percentage increase,
       | indicating they've lost market share. Some industry insiders
       | believe the current private equity owner is trying to position
       | the company favorably for sale.
        
         | jdhn wrote:
         | A Barnes & Noble near my parents moved from their original
         | space at one end of the mall to the other end. This new space
         | is smaller than their original space by about half or two
         | thirds. While they have fewer materials on the shelves (and
         | fewer shelves), it seems more lively than the original spot
         | did, probably because there's fewer space for the number of
         | people who go there. I bet that the company would see that as a
         | fair tradeoff.
        
         | AlbertCory wrote:
         | So what if the stores are smaller? In retail it's sales per sq.
         | foot that counts.
        
       | softwaredoug wrote:
       | I wish there was a book store with a great and relatively up to
       | date technical book section. I would spend a lot of time there.
       | 
       | I'm not even talking up to date with the latest ChatGPT hotness,
       | but any serious programming books written in the last 7 years -
       | especially timeless classics that matter regardless of the
       | technology. Rather that the same Sam's Learn C++ book that's been
       | gathering dust for 20 years.
       | 
       | I _suspect_ there actually is a market there, but the problem is
       | you need a very particular book store manager that can curate
       | this well. I guess it would have to be a labor of love, as
       | financially the people who would do this well are busy making
       | much more money as developers.
        
         | matt_heimer wrote:
         | A micro library at a maker space might be a better option.
        
         | blueridge wrote:
         | I'm working on opening a book store: online only, highly
         | opinionated and curated inventory, mostly books published
         | before 1980 (with exceptions), no current bestsellers, doubling
         | down on store design (mostly text with cover images hidden by
         | default), speed and ease of use, how recommendations (not
         | reviews) are displayed, etc.
        
         | bokchoi wrote:
         | Pour one out for Powell's technical bookstore in Portland. I
         | was sad when it closed in 2010.
        
         | benced wrote:
         | Seattle has one https://www.adasbooks.com/content/store
        
         | ineedasername wrote:
         | B&N used to have this. It was also one of the most shoplifted
         | sections people would steal from. The books were expensive and
         | certain ones could always be easily flipped online.
        
           | grugagag wrote:
           | I had no idea technical books were the target to shoplifters.
           | I imagine it wasn't techies stealing these but other
           | opportunists.
           | 
           | I never minded buying IT books even when I wasn't in the best
           | financial situation. 40-50 bucks for a good book could bring
           | almost limitless rewards. One thing though, I needed to
           | browse and skim through the book to decide whether it was a
           | purchase or not. Most books I bought like that were
           | thoroughly studied. I can't say the same thing about books I
           | bought online though.
        
           | Jtsummers wrote:
           | This has been highly dependent on the particular B&N, in my
           | experience. One in Raleigh (may have technically been Cary,
           | NC, this was 15 years or so ago) had Knuth's _TAOCP_ on the
           | shelves, never seen that anywhere else. Certainly not in
           | towns with less technical inclination (a town I lived in in
           | GA for a decade, for instance, had a miserable technical
           | section) where the technical book section was dominated by
           | Windows and MS Office how-tos.
        
         | AlbertCory wrote:
         | There was a whole chain of them: Computer Literacy. Killed by
         | the Web, I guess.
        
         | robga wrote:
         | Removing these books was what Daunt did at Waterstones.
         | 
         | "Daunt also removed legal textbooks, technical guides,
         | reference books from the shelves. In return, he stocked more
         | books that customers were delighted to discover which led to an
         | increase in sales." [0]
         | 
         | If there is "a market there", it's probably as a specialised
         | store.
         | 
         | [0] https://startupmarketer.co/how-a-physical-bookseller-
         | turned-...
        
       | account-5 wrote:
       | What an excellent article.
       | 
       | I have lived bookshops since I was young, I always felt like I
       | might find something amazing and secret in them. They held a kind
       | of mystic for me (1990s).
       | 
       | This changed in the 2000s. I do miss the massive borders books we
       | had. I do have to say the all the Waterstones I've been into in
       | the last 15 years have all those toys, calenders, etc the OP
       | doesn't like; and the bigger stores all have Costas.
        
       | qbasic_forever wrote:
       | There's a new Barnes and Noble nearby me (just opened last year)
       | and it is like no other B&N I've seen. It's honestly a direct
       | carbon copy of Amazon's physical book store. All of the shelves
       | have books with the covers out (just like Amazon's store
       | pioneered), not tightly packed spine to spine. This means the
       | selection is much, much, much smaller. It's more like an airport
       | book store and just has a handful of the best sellers (despite
       | being a huge physical footprint of a store). Games, toys, and a
       | huge coffee shop take up most of the space. You would never go
       | here with a specific book in mind to find, unless it was a
       | massive bestseller. It's interesting and I'm curious to see how
       | it does, but it's definitely not a general bookstore anymore.
        
         | Spooky23 wrote:
         | Usually stores with constrained inventory by design are a sign
         | that the company is on the upswing because they are
         | aggressively controlling inventory.
         | 
         | When you see a store bulk up with crap stuffed everywhere, it's
         | often tied to loading up on debt and sometimes bankruptcy risk.
         | 
         | IMO, Barnes and Noble sees an opportunity with the struggles of
         | Amazon in retail and the decline of Starbucks. Starbucks used
         | to pride itself as a "third place"... now the drive through is
         | the priority, the seating has been reduced, and the management
         | seems more interested in fighting labor than having happy
         | hospitality employees.
         | 
         | People who read tend to have money. It seems like a winning
         | combination to have people with money hanging out in your
         | retail establishment. Plus they can riff off of Target's super
         | successful pickup model that is every mom's favorite thing
         | ever.
        
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       (page generated 2022-12-28 23:00 UTC)