Topics Covered: August 15, 2022August CPG ThemesInsights on Walmart LuminateWalmart streamingRetailer or Supply Chain TechDigital vs. physical shelfNo more DTCLatest media option
Topics Covered: August 8, 2022Gravitational pull of Amazon AdsAmazon enables omnieCommerce Winter: Wayfair & eBayWalmart cuts staffLong live QCommerceMeta shutters livestreamingAmazon acquires iRobot
August 8, 20224 minute read Growth is strong with many (but not all) consumer brands actively building stronger retail media capabilities that support retailers across their business.Criteo, one of the pioneers in the space powering dozens of retailers’ search ad offerings reported retail media growth of 42% in 2Q22, anticipating 45% growth for the full year.When […]
Topics Covered: August 1, 2022Digital Ad market in 6 chartsAmazon counters return to stores narrativeShopify bends itself to realityWalmart & Best Buy see worsening trendsGoogle delays cookie-less futureTarget adds digital capacity
3 minute read If there ever was a time to reset expectations amidst a tough (digital) retail environment, it was now. But to the contrary, Amazon delivered decent results and sounded an upbeat outlook. Maybe it’s a sign of just how far expectations have declined that GMV growth of 5% Y/Y feels positive, but Amazon’s not seeing an […]
Topics Covered: July 25, 2022Video x Commerce3 reasons why eCommerce is importantYumi (DTC) expands to TargetAmazon buys One MedicalShipping study highlights progress neededSnap’s results highlight measurement challengesTwitter slowsTL;DR: Video is mostly siloed from commerce today and, as a result, under-leveragedScale is a core challenge as brands struggle to identify useful UGC content across multiple platforms Personalized, […]
Topics Covered: July 18, 2022Prime Day growth in contextTalking eCommerce with Patrick at AscentialReal-time Prime Day ObservationsGopuff retrenchmentAmazon store innovationFaster planning/reactionPepsi + ConAgra datapointsOwning supply chain
July 18, 20225 minute readTL;DR: Prime Day……grew a touch faster than the trajectory Amazon has been on lately.…grew slightly faster than inflation rates in like-for-like categories.…helped Amazon temporarily get back to market-level growth trends.…illustrated consumers are receptive to deal events in this inflationary environment. …in the Fall should kick off our holiday promotional plans.Analyzing Prime […]