Category: Briefings

Key Takeaways from Amazon Accelerate Conference

Article in Briefings

September 21, 20225 minute read At its Accelerate conference last week, Amazon signaled that it will not restrict itself to a transactional, inward-looking marketplace. Rather, it’s investing behind initiatives to help build brands and solve logistics challenges on and off Amazon. A quote that sums up its vision from one of its many press releases last week (emphasis […]

Negative Sentiment Amongst CPG Brands Continues into September

Article in Briefings

September 14, 20224 minute readLast week was a busy one for CPG companies as Barclay’s hosted its annual consumer staples conference, featuring over 20 different company presentations and interviews. I pulled out the most interesting takeaways from the conference to shed light on consumer behavior, elasticities, supply chain, and management outlooks for the balance of the […]

Kroger raises outlook on strength of physical and digital sales

Article in Briefings

September 12, 20224 minute read Kroger reported its July-quarter results on Friday, providing fresh datapoints on the consumer’s reaction to inflation along with eGrocery market performance.SummaryKroger’s comps (+5.8%) and digital sales (+8%) accelerated during the July quarter, with management citing a mixed consumer reaction to inflation. The company raised its top and bottom-line guidance to reflect […]

Peloton Expands to Amazon…So What?

Article in Briefings

August 29, 202210 minute read Peloton announced that for the first time it will begin selling its merchandise outside its owned channels, launching first with Amazon. The announcement creates a great opportunity to explore the power and limitations of Amazon, DTC, and strategic thinking. TL; DRYou’re not capturing the whole internet nor the whole retail marketDifferent channels require […]

5 Takeaways on Amazon’s Changing Business Mix

Article in Briefings

August 24, 20227 minute read Has there ever been a more dynamic time for Amazon? The pandemic spike, new physical stores, healthcare acquisition attempts, a burgeoning ad business…those are just a few of the big forces reshaping Amazon’s business. The following analysis examines the change in contribution between Amazon’s business segments. For digital leaders, it provides helpful context […]

Return to Stores?

Article in Briefings

August 22, 20223 minute readAnalyzing Growth by Channel in Mass RetailAmazon, Walmart and Target comprise the bulk of mass merchandise sold online by big consumer brands, totaling nearly 15% of the entire retail market and more than half of the entire eCommerce market in the U.S. when combined. The data recently released by the Census Bureau, […]