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Topics Covered: April 10, 2023Walmart lays out its digital visionNew product innovation downIncreasing dwell timeEarly days with Buy with PrimeLosing money on sponsored productsChatGPT incorporated into shoppingWalmart is becoming a faster growth retailer because of eCommerceWalmart hosted its annual investor meeting last week, crystalizing the importance eCommerce plays in its future growth AND profitability strategy. This […]
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Topics Covered: April 3, 2023Factory brands on AmazonAmazon outperforms in 1QValue of ratings and reviews changingChatGPT plugins change discovery and buyingMetaverse pullbackOriginal social commerce meaning Kroger slowing Ocado strategyFactory Brands on Amazon: Junk, Good Enough, or Can’t TellSearch “laptop bag” on Amazon and you’ll see a lot more brands than Tumi, Samsonite, Briggs & Riley or […]
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Topics Covered: March 27, 2023Fraction of a fraction fallacy in retail mediaAI’s iPhone momentRanking data sharing by retail mediaNew Amazon DSP metrics researchToo much data, too little insightAmazon delivering from storesChewy expects continued discretionary weaknessWe just need a fraction of a fraction…Launching a retail media network is the path towards riches. Put simply, retail margins are […]
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Topics Covered: March 6, 2023Comparing Amazon, Walmart, and Target through a digital lensInstacart grows 39% in ‘22Kroger comps +6.2% in 4QInstacart adding ChatGPT to appTarget comps 0.7% in 4QMichaels adds a marketplaceAnalyzing Digital Growth Across Amazon, Walmart & TargetNow that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how […]
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Topics Covered: February 27, 2023CPG digital themes from CAGNYWalmart 4Q analysisTarget invests $100mm in sort centersHome Depot predicts flat consumer demand in ‘23A new retail media option for CPGFTC won’t challenge Amazon’s x One MedicalDigital Takes Center Stage at CAGNY 2023The annual CAGNY conference took place last week in Florida providing participating leadership teams across […]
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Topics Covered: February 20, 2023Retail media is not a math problemLight orders at AmazonRetail CEO & digital experienceShopify on Buy with PrimeRegional grocer cuts InstacartDirect 1P relationships in EUDoorDash up 5x vs. ’19Retail Media is Not a Math ProblemBrands think retail media is simply a math problem. Something that can be solved and optimized with the […]
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Topics Covered: January 30, 2023Benchmark results on Amazon ad shiftsTeams restructuring for retail mediaAd slowdown debateClean room adoptionJust Walk Out(performance)Getir expandingHow are brands shifting between Amazon ad types in ’23?We’ve recently published Amazon’s fast growth outlook compared to retail peers, it maintaining its dominance amongst retail media competitors, and the fact that a third of […]
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Topics Covered: January 23, 20231P implications of Amazon’s new FBA capacity initiativeOne-third of brands not using Amazon for full funnelRetail sales accelerate in Dec., especially onlineRetail media ROAS positive in 4QSocial contagion and layoffsAMC expands ad signalsPerformance vs. brandAmazon’s new FBA capacity initiative has 1P implicationsAmazon’s new FBA Capacity Management System (let’s call it FBA […]
