Topics Covered: January 9, 2023Diving a layer deeper into Amazon’s growthFeeling behind? Top vs. Bottom of FunneleGrocery UpdatesA Layer Deeper: Analyzing Amazon’s projected growth in 4Q & 2023Amazon has historically been a growth machine, compounding its sales at an astonishing 24% each year over the last decade. 2023 is shaping up to be different. eCommerce leaders face the […]
November 11, 20222 minute read Should there be urgency for consumer brands when it comes to winning on omni-enablers? Moving early means moving before something’s obvious. Once it’s obvious, your competitors will be there and you’re simply moving along with the market.The omni-enabler market and all the macroeconomic dynamics wrapped up in it makes for a non-obvious […]
November 9, 20224 minute read Brands express three common reasons why they’re hesitant to invest more into omni-enablers.Expectation 1: eCommerce growth was temporary This critique is born out of confusion from early in the pandemic when analysts observed eCommerce penetration jumped four years ahead. Flash forward to 2Q21-1Q22 and eCommerce growth rates decelerated rapidly, and digital penetration stagnated. But […]
November 7, 20222 minute read There’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just the growth potential but the survival of many firms that just a year or two earlier were darlings of the industry. Quick commerce firms shut down, IPOs were delayed, international markets were closed. But just […]
Topics Covered: November 7, 2022The omni-enabler calculus (part 1)The expanding role for CDOsAmazon as a service providerCompany commentary from last weekAmazon freezes ads segmentAmazon v. Walmart studyLike Amazon in 2015, omni-enablers don’t offer a choice to consumer brandsThere’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just […]
Topics Covered: October 3, 2022Is it incremental? (Part 1)What’s top of mind on AmazonNew podcastStratably learningsInstacart stats and thoughtsWalmart on Roblox – distraction?Prime Day 2 a reaction to holiday shopping starting earlierFastAF focusing on discovery and shipping speed, but why not Amazon?
Topics Covered: September 26, 2022Part 1 (of 3) – Most interesting findings on AmazonAmazon Accelerate conference takeawaysWalmart partners with TikTok and Snap750k join General Mills loyalty programCoty sees digital as a way to reduce CapexInstacart launches “Connected Stores” initiative1 in 8 ad dollars going to retail media
Topics Covered: September 12, 2022Kroger breakdownPodcast episode discussing high impact, low adoption opportunitiesWhat do we mean by eCommerce?Analyzing what brands expect from retail media managersAmazon CPCs downBear case on programmatic retail mediaInstacart acquires RosieSocial commerce set back again