Category: The Spark

Gift Discovery, DoorDash, Apple & Peloton, Amazon TV Ads [unlocked]

Article in Research

      The Spark November 15, 2021         Topics Covered: All the channels where consumers discover gift ideas DoorDash results follow deceleration in broader eCommerce Stratably Consumer Recap: CV-19 cases down 50%, but risk aversion unchanged Peloton cites Apple privacy initiatives as a negative The potential for Amazon TV ads Review […]

Analyzing $100 Billion of Digital Advertising Spend

Article in Research

Facebook, Snap, Twitter, Amazon, and Google all reported their third-quarter results last week, providing insight into over $100 billion of digital advertising spend.  This special edition of The Spark highlights the most interesting commentary through the lens of consumer brands.   Topics Covered: Quantifying market performance Insights on near term consumer behavior Apple’s ATT initiative […]

Unlocking $80 Billion at Walmart? [unlocked]

Article in Research

Topics Covered: Analyzing Walmart through the lens of Saks and Macy’s omni-break-ups Marketing waste as a feature, not a bug Antitrust focused on major technological shifts Amazon charging more for livestreaming Mondelez a great case study for TikTok excellence CPG digital penetration reference point from P&G   Unlocking $80 Billion at Walmart? Saks eCommerce, now […]

Aggregators: A Friend to VPs of eCommerce

Article in Research

Topics Covered: Aggregators: A friend to VPs of eCommerce Lowe’s finally launches retail media network Amazon abusing marketplace data Federal Government attempts to help improve supply chain capacity Walmart and Netflix team up

New Ways to Work on TikTok; Splitting Out Digital Businesses; Supply Chain Congestion

Article in Research

Topics Covered: Case Study: Giving up control on TikTok to get 420k+ followers Strategic Question: Should Macy’s split its eCommerce business and what does it mean for the Amazon ecosystem? Home Depot is the first to try Walmart’s GoLocal service…where are Instacart, DoorDash, and Uber? Supply chain congestion recap and fears of a glut in 1Q Netflix’s […]

CV-19 Impacting Store Visits the Least; U.S. Ad Sales Up 23% Y/Y

Article in Research

Topics Covered: Types of activities most impacted by growing risk aversion among U.S. consumers U.S. ad sales projection with comparison to Amazon Amazon and Walmart shopper overlap datapoints Google Shopping Iterations 1 billion at TikTok More Shopify integrations Facebook results hurting from Apple Rethinking old business models

Delivery Speed Rapidly Approaching “Now”

Article in Research

  Topics Covered: Instant retail (an update needed every week!) Is retail media in stores the answer? Getting more out of TikTok and Instagram (via Google) Shoppable video adoption growing The tech coming to Amazon’s department stores