Category: Briefings

Walmart Battles Inflation, High Inventory & Stalled Digital Growth in Latest Quarter

Article in Briefings

6 minute readSummary: Walmart April ’22-Quarter ResultsWalmart reported its April-ending quarterly results this AM, disappointing investors who sent shares down 10%+, wiping out $40 billion in value. Listen to conference call here.Why were the results disappointing?Walmart profitability struggled during the quarter due to temporary issues like overstaffing and a fire that destroyed a large eCommerce […]

Analyzing Shopify’s March ’22 Results

Article in Briefings

7 minute readExpectations ResetDespite the May weather, we’re entering a bit of an eCommerce winter, supported by Shopify’s results last week in which its GMV grew 16% (vs. 32% in the prior quarter and 114% in the March-2021 quarter). Shopify, acknowledging the slowdown in eCommerce spending (tough comps, increasing consumer mobility), focused much of its commentary […]

Inflation is Top of Mind for CPG

Article in Briefings

7 minute readAnalyzing Recent CPG Management CommentaryIt was a busy week across the board, with tech, digital advertising, and pertinent to this article, CPG companies reporting results. I reviewed the earnings results for eight CPG companies that collectively did $300 billion in sales last year to understand:What are CPG firms most focused on near-term?What type of […]

Amazon 1Q22 Results Recap

Article in Briefings

3 minute readSummary: Amazon 1Q22 ResultsAmazon’s retail business continued its deceleration as the company lapped the end of the pandemic and stimulus payments from a year ago. Its fulfillment capacity is now back to pre-pandemic performance levels, helping support 60%+ GMV growth on a two-year stack basis.North America (+8% Y/Y) performed better than International (down […]

“Buy with Prime” vs. Shopify & Deliverr

Article in Briefings

Understanding how “Buy with Prime” and Shopify’s Interest in Deliverr are LinkedThere were two, very related developments that happened last week:Amazon launched “Buy with Prime”: In summary, a DTC site can place a widget on their checkout that allows the consumer to use their Amazon credentials to check out and then the brand uses Amazon […]

Amazon Marketing Cloud (everything I’ve learned so far…)

Article in Briefings

10-minute read TL;DR: AMC is a marketer’s secret weapon, helping them understand the roll Amazon can play from a customer acquisition and media channel perspective. It is under-adopted because it’s a complex analytical tool, that has been poorly marketed, and its name means people categorize it as relevant only for the Amazon business. However, early adopters […]

Instacart Resets Amidst Turbulent eGrocery Market

Article in Briefings

It was a big week for Instacart…TL/DR: rebrand + valuation cut + platform launch! The most impactful element of Instacart’s changes is the announcement of its new platform that enables grocers to build an online grocery offering. The platform essentially unbundles Instacart’s white label full solution into various components that a grocer can implement on their own […]