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 […]
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 […]
Topics Covered: August 22, 2022Breaking down retail market growth by channelWalmart 2Q22 resultsTarget 2Q22 resultsAmazon gains new JWO customerAmazon re-organizes physical store orgAmazon creating TikTok feed?Gopuff aligns retail media with impulseGAP joins retail peers in LAAS
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, […]
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