Tag: DTC

Analyzing Shopify’s March ’22 Results

Article in Briefings

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 […]

“Buy with Prime” vs. Shopify & Deliverr

Article in Briefings

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 […]

No Boundaries, Instacart Resets, Financial Irresponsibility

Article in Research

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

The New Algorithm; Performance Marketing in CPG; $ vs. %

Article in Research

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

Shopify Forecasts Growing eCommerce Penetration

Article in Briefings

February 16, 20225 minute readShopify Sees Bright Future Ahead30 Second SummaryShopify (a proxy for the DTC market and, more broadly, how retail is evolving) reported fourth-quarter results, growing GMV by 32%, down slightly from the trend in the prior two quarters. The company’s outlook includes optimism that consumer behavior has permanently changed, helping drive digital […]

Privacy’s Link to Social Commerce; Strange Bedfellows; Ad Networks All the Way Down

Article in Research

Topics Covered: Apple’s privacy strategy (or why social commerce is coming in a bigger way) Walmart & Instacart expand despite directly competing BNPL ad networks Buyk: Another entrant into NYC’s burgeoning instant grocery market Amazon reducing seller inventory again Amazon’s marketplace and stolen goods Instacart integrates with white-label offering Music album of the year? ?   Explainer on Apple’s Privacy Strategy (or why social […]

Growing Use of Sort Centers; Walmart GoLocal and DSP

Article in Research

Topics Covered: The growing use of sortation centers to support digital Walmart announcing the Amazon playbook: commercializing delivery infrastructure + DSP Amazon department stores New DTC brands don’t own manufacturing U.S. container rates surge Start-ups helping brands tap into Twitch livestreaming