Topics Covered: August 15, 2022August CPG ThemesInsights on Walmart LuminateWalmart streamingRetailer or Supply Chain TechDigital vs. physical shelfNo more DTCLatest media option
4 minute readTL;DRInflation’s impact on discretionary purchases + return to stores drove decelerating performance this quarter (similar to last)Vertical integration of logistics is its biggest strategic bet ($1 billion on Shopify fulfillment network + Deliverr acquisition)Apple’s privacy initiatives and corresponding challenge for merchants to efficiently acquire customers was largely not discussedShopify appears to be saying […]
9 minute readConsumer Demand ChangingLast week I wrote about surviving the eCommerce Winter, otherwise known as this time we’re in where digital growth has stalled and growth investors have shunned anything remotely positioning itself as “we’ll-make-money-once-at-scale”. Instead of “winter”, this past week could have been described as a retail bloodbath.
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 […]
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 […]
Topics Covered: March 28, 2022Technology has killed status-quo boundariesOnline grocery market updateInterview with Todd Hassenfelt, eCommerce Director, Colgate-PalmoliveAmazon TNFMore retail media disclosuresProduct content guidelines across retailersThe risk of remote work within eCommerce
Topics Covered: March 21, 2022Advertising is the New AlgorithmPerformance Marketing’s Impact on Retail MediaDollars vs. PercentagesCustomer Acquisition: Stores vs. SocialReplacing the Super BowlRetail media expands to non-endemicDive into Walmart.comInstacart & social commerceExcitement around Walmart DSPAmazon fulfillment center scale