Tag: Featured

Return to Stores?

Article in Briefings

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, […]

The Gravitational Pull of Amazon Advertising

Article in Briefings

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 […]

Analyzing Retail Media, Search and Social in 6 Charts

Article in Briefings

August 1, 20224 minute read Five years ago, heads of eCommerce were largely concerned with “retail” things like assortment, product detail page content, and negotiating co-op with a determined vendor manager. Those things all still really matter. But there’s more now.   The explosion in retail media has made digital advertising an important component to driving visibility AND […]

3 Reasons Why eCommerce is Important

Article in Building Blocks

8 minute readEvery eCommerce leader has had to answer the question, “Why should we invest behind digital commerce?” When COVID-19 hit, the answer became obvious – “See, the whole world is buying online…forever!”. Well, that isn’t exactly how it played out. We’re in an eCommerce Winter where B&M stores have outpaced digital in each of the last […]

What might Bezos say about Q-Commerce?

Article in Building Blocks

5 minute readSince rapid delivery companies are failing left and right, the idea of quick commerce is dead. JOKR has exited the U.S. market. Gorillas has cut staff and is shifting to a profitability focus as future funding has dried up. Fifteentwenty, Buyk, Fridge No More are out. Getir is reportedly cutting staff. Gopuff is even […]

Surviving the eCommerce Winter

Article in Building Blocks

5 minute readBundle UpIt’s a busy week ahead with Walmart, Target, Home Depot and Lowe’s all reporting, along with quarterly eCommerce data coming from the Census Bureau. The results will help complete what has become a bleak picture for near term digital performance as eCommerce has entered a “winter” period. I first heard the term “winter” […]

Inflation is Top of Mind for CPG

Article in Briefings

7 minute readAnalyzing Recent CPG Management CommentaryIt was a busy week across the board, with tech, digital advertising, and pertinent to this article, CPG companies reporting results. I reviewed the earnings results for eight CPG companies that collectively did $300 billion in sales last year to understand:What are CPG firms most focused on near-term?What type of […]